Customer Support
Planhat
From Custom
B2B companies that want one customer platform shared by CS, account management and services (with an optional built-in CRM), and that care about modeling revenue and usage data over time.
Quick overview
- Pricing
- Custom pricing (quote-based)
- Plans
- Planhat publishes no prices. Its pricing page describes quote-based pricing for three products (CRM, Customer Success Platform, Professional Services) with add-ons: Upgraded AI Platform, Advanced Service, Email Marketing and Advanced Portals. Managed and professional services are also offered.
- G2 rating
- Not yet verified
- Comparisons
- Featured in 1 comparison
Key features
- Unified data model with time series for usage, health and revenue metrics
- Health management, renewal management and expansion tracking
- Customer portals, live collaboration, projects and documents on the customer record
- Automations plus Pi, an AI customer agent, and an AI model hub (Claude, GPT, Gemini)
- Integrations including Salesforce, HubSpot, Zendesk, Slack, Pendo, Mixpanel, Snowflake and BigQuery
Pros
- Can also be your CRM and PSA, reducing the number of systems
- Time series data model makes trend analysis of health and usage natural
- Customer portals for shared plans and collaboration with clients
- Open API, MCP server and data warehouse integrations
Cons
- No public pricing; advanced AI, service and portal features are add-ons
- Flexible data model means more upfront design work
- If you already run Salesforce or HubSpot as CRM, the CRM half overlaps
Marcus Williams