Close is a sales CRM with built-in calling, SMS, email, and an AI sales agent that auto-logs every interaction.
from $19/mo per user
About Planhat
What is Planhat?
Planhat is the agentic customer platform for B2B enterprises. It automates commercial processes across the customer lifecycle, helping revenue teams turn better outcomes into lasting growth. The platform unifies customer data, workflows, and AI agents so sales, customer success, and account management teams can work faster and smarter.
What problem does it solve?
Planhat addresses the challenge of scattered customer data and manual workflows. It gives go-to-market teams rich context, automates repetitive tasks, and provides visibility into customer health — reducing churn and increasing efficiency.
Who is it for?
It's built for commercial teams at B2B enterprises — including sales, customer success, and account management. It's ideal for organizations that need AI-led automation and deep customer analytics. It's not for small businesses or teams looking for a simple CRM without AI capabilities.
Real use cases
Planhat is used to manage customer onboarding, track health scores, automate follow-ups, and forecast revenue. Teams also use it for lead routing, deal rooms, and email sequencing. Recognized by industry analysts, Planhat is trusted by companies like Telia Cygate.
Key features
- Agentic AI — Deploy governed AI agents that automate tasks with speed and precision, freeing your team for higher-value work.
- Customer Lifecycle Management — Manage every stage from onboarding to renewal with a living model of each customer.
- GTM Automation — Automate sales processes like lead routing, email sequencing, and forecasting.
- Advanced Analytics — Gain insights from rich time-series data and external telemetry to drive decisions.
- Open API & Integrations — Connect with your existing tech stack and build custom solutions.
- Customizable Workspace — Tailor with custom fields, pages, and profiles to match your workflow.
- Security & Permissions — Enterprise-grade security with user management and audit logs.
SaaSpartout Score
7.5
/10
Editorial score from our review methodology — not user ratings.
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Why are you looking at Customer Experience Platforms tools today?
Planhat Pricing
Planhat pricing: Custom pricing (request a demo).
For comparison: the median starting price in CRM is $39.93/month, measured across 114 tools we track. See the full SaaS Pricing Index →
CRM Pack (Custom)
For high-performing sales & account management teams. Includes pipeline management, lead routing, lead scoring, email sequencing, email analytics, deal rooms, revenue management, funnel analytics, and forecasting.
Customer Success Pack (Custom)
Tailored for customer success teams, with features like health scoring, playbooks, and automated workflows.
PSA Pack (Custom)
For professional services automation, including project management and resource planning.
All plans include: companies/contacts/operations, project management, templated automations, dashboards, advanced security, native integrations, task management, AI & automation, reporting, custom fields & field rules, activities & notes, custom pages, audit logs, metrics, and documents.
Pricing is custom — request a demo to get a quote. No free plan is listed.
Frequently asked questions
How much does Planhat cost?
Planhat uses custom pricing based on your team size and needs. You must request a demo to get a quote. There is no published starting price.
Is Planhat free?
No, Planhat is not free. It offers paid plans (CRM, CS, PSA) with custom pricing.
What is Planhat used for?
Planhat is an AI-led customer platform for B2B enterprises to automate work across the customer lifecycle — including sales, customer success, and account management.
Who is Planhat best for?
It's best for B2B commercial teams at enterprises that need AI automation, deep customer data, and lifecycle management. It's not ideal for small businesses or simple CRMs.
What are the top alternatives to Planhat?
Top alternatives include Gainsight, ChurnZero, and Catalyst, which also focus on customer success and lifecycle management.
Does Planhat integrate with other tools?
Yes, Planhat offers native integrations, an open API, and email/calendar sync to connect with your existing tech stack.
