GainTrace vs Planhat

GainTrace is customer success software for B2B SaaS teams that turns account signals into health scores intended to surface churn risk. Scores weigh usage, adoption, engagement, sentiment, revenue, support and CSM pulse, with inputs refreshed every six hours. For each account, the product shows the signals, weights and dates behind its score; it withholds a churn percentage until data and confidence thresholds are met. Nineteen built-in workflows cover situations such as declining health, renewal timelines, champion departures, payment failures and onboarding stages. Listed connectors include Salesforce, HubSpot, Stripe, Slack, Intercom, Zendesk, Mixpanel, Segment, PostHog, Zoom, a custom webhook and the GainTrace SDK. The free plan covers 25 tracked companies, 100 contacts, 5,000 events per month, three live connectors, 100 automations per month, 12-hour sync and three months of history. The paid GainTrace plan is $82 a year, billed annually at $990, with limits varying by company band. GainTrace says data is stored at rest in AWS data centres in Ireland and EU data residency is available on every plan. It runs on web and provides an API.

Planhat is a platform for commercial teams at B2B enterprises to automate work across the customer lifecycle and support revenue growth. It can be deployed as a customer success platform, CRM, professional services automation platform, or configured as an all-in-one system. Planhat describes a customer and operations model built from CRM data, time-series data, procedures, and external telemetry. Its adaptable customer health scoring draws on analytics and input from people and AI, and it can automatically gather transcripts, emails, tickets, and other customer interactions. Listed capabilities include health scoring, onboarding workflows, renewal tracking, success playbooks, and a customer portal. All plans include native integrations, an open API, email and calendar, automations, dashboards, task management, and audit logs. Listed connections include Salesforce, HubSpot, Zendesk, Pendo, Slack, Anthropic, and OpenAI. CRM, CSP, and PSA pricing is by enquiry, with no numeric prices displayed; the pricing page lists 24/5 support. Planhat says it holds ISO 27001 and SOC 2 Type II certifications and encrypts data in transit and at rest.