· 0 reviews
Planhat
The Agentic Customer Platform
About Planhat
Planhat is an agentic customer platform that enables B2B enterprises to deploy AI across the customer lifecycle, automating commercial processes and empowering go-to-market teams. The platform integrates data, AI, and collaboration to help organizations acquire and grow lifelong revenue. Planhat provides a unified data model, AI workflows, conversational AI, time-series analytics, and personalized workspaces. It includes applications for customer success, sales and GTM, professional services, and custom builds. Key features include AI-powered insights, embedded AI agents, project and task management, email and call intelligence, portals, and enterprise-grade security. The platform supports integrations with major tools like Salesforce, HubSpot, Zendesk, Slack, Gong, Snowflake, and BigQuery. Planhat is recognized as a leader by G2 and Gartner in the customer success management space. Through AiDOOS, deployment and adoption are enhanced by providing access to a global talent pool for implementation, customization, and ongoing support, ensuring teams maximize the platform's AI-driven capabilities.
Challenges It Solves
- Fragmented go-to-market tools across customer lifecycle
- Difficulty in deploying AI with confidence in commercial processes
- Lack of unified data and collaboration across sales, service, and customer success teams
- Inefficiency in managing customer relationships and driving expansion
Screenshots
Use Cases
Customer Success Management
Monitor customer health, track engagement, and automate proactive outreach to reduce churn and drive expansion.
Sales & Account Management
Manage pipelines, score leads, sequence emails, and collaborate on deals with AI-driven insights.
Professional Services Automation
Plan, execute, and track projects and tasks, manage resources, and automate service delivery.
Pricing
Custom pricing — built for your team
Planhat pricing is tailored to your organisation's size, integrations, and requirements. AiDOOS generates your proposal instantly — scoped & ready in seconds.
Key Features
Embedded AI with first-mover advantage, automating commercial processes.
One connected home for commercial data, combining CRM, time-series, and external telemetry.
AI-powered insights in every message, enabling natural language queries.
Adaptive workflows tailored to individual roles and preferences.
See trends, compare, and act in real time using time-series data.
Curated spaces for customer and prospect collaboration.
What Reviewers Say
What works well
- Unified platform combining CRM, customer success, and professional services automation.
- Strong AI and automation capabilities embedded across the customer lifecycle.
- Recognized by G2 and Gartner as a leader in customer success management.
Common concerns
- Pricing not publicly disclosed, requiring contact with sales.
- May have a learning curve due to extensive customization and feature depth.
Reviews
No reviews yet for Planhat
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Reviewer Demographics
Top Industries
Enterprise Readiness
Identity & Access
Data Security
SLA & Availability
Compliance & Portability
Integrations
Salesforce
Sync and enrich deals, contacts, and accounts.
HubSpot
Sync and enrich deals, contacts, and accounts.
Slack
Receive notifications and account summaries.
Zendesk
Stay close to customer feedback and streamline bug reports.
Gong
Sync call recordings, AI summaries, and metadata.
Snowflake
Sync and backup data in a structured way.
Google Cloud
Run scheduled flat file import.
OpenAI
Embed GPT workflows.
Governance & Compliance
EU AI Act
Classification: None
Data Processing Agreement
Data Processing Agreement DPA available
Sub-processors
Fully disclosed
Right to Erasure
✓ Supported
Change Notifications
True
NIST AI RMF
Not assessed
AiDOOS Managed Deployment
Deploy Planhat in 72 hours
AiDOOS handles setup, CRM integration, SSO config, and user provisioning. Your team goes live — not your IT department.
Prerequisites
- Active Planhat subscription
- Admin access to Planhat account
- SSO provider configuration (if using SSO)
- List of target integration credentials
Configuration Options
- Single sign-on (SAML/OIDC)
- Data import mappings
- Role-based permission templates
- Notification and alert settings
How Planhat Compares
| Product | AI & Analytics | Ease of Use | Enterprise Features | Pricing | Integrations | Mobile Experience | Quick Setup | Customer Support | Rating | Price/mo |
|---|---|---|---|---|---|---|---|---|---|---|
|
P
Planhat This product
|
Excellent | Good | Excellent | Fair | Excellent | Good | Good | Excellent | — | $Custom/user |
|
GS
Gainsight
|
Good | Good | Excellent | Fair | Good | Fair | Fair | Good | ★ None | $None/user |
|
TT
Totango
|
Good | Good | Fair | Good | Good | Fair | Good | Good | ★ None | $None/user |
|
CZ
ChurnZero
|
Good | Good | Good | Fair | Good | Fair | Good | Good | ★ None | $None/user |
A Virtual Delivery Center for Planhat
Pre-vetted experts and AI agents in the loop, assembled as a delivery pod. Pay in Delivery Units — universal pricing across roles, seniority, and tech stacks. No hiring, no contracting, no procurement cycle.
- Plans from $2,000 — Starter Pack, 10 Delivery Units, 90 days
- Refundable on unused Delivery Units, anytime — no questions asked
- Re-delivery guarantee on acceptance miss
- Pre-flight delivery sizing — you see the plan before you commit
How a Virtual Delivery Center delivers Planhat
Outcome-based delivery via AiDOOS’s VDC model. Why VDC vs traditional consulting? →
Outcome-Based
Pay for results, not hours
Milestone-Driven
Clear deliverables at each phase
Expert Network
Access to certified specialists