Planhat vs Togile CRM

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.

Togile CRM manages contacts, deals, sales pipelines, and revenue signals, with AI features for scoring leads and guiding pipeline work. Its visual pipeline includes real-time lead scores on a 0–100 scale, next-action intelligence, and revenue forecasting. AI workflows can score and route leads, send messages, and update forecasts without human triggers. The platform also lists marketing automation, more than 100 native integrations, REST APIs, and webhooks. It is available on the web, iOS, and Android, with offline mode in the mobile apps. The Startup plan is free for up to five users and 10,000 records. Growth costs ₹36,000 per year for up to 15 users and 1,00,000 records; Business costs ₹11,999 per month for up to 100 users and 3,00,000 records. Those paid-plan prices are listed for clients in India. Enterprise has unlimited users, with price not listed. Togile says it is ISO 27001 certified and VAPT assessed, and describes AES-256 encryption at rest, TLS 1.3 in transit, role-based access, and immutable audit logs.