Planhat
The agentic customer platform for B2B commercial teams.
By Planhat · 4.3/5 Value-Position score (estimate)
Positioning guardrails
Best for
- B2B software, IT services and security vendors running a post-sales customer success motion.
- Teams that want customer success, CRM and professional-services automation on one platform.
- Organisations replacing spreadsheets or a bolt-on CRM for retention and expansion plays.
- Enterprise and scale-up commercial teams with a dedicated CS ops function.
- Companies that want AI agents to triage inbound requests, score health and trigger outreach.
Ideal size: 50–1,000+ users people · Scale-up or enterprise with a CS/CS-ops or post-sales function
Not for
- Teams wanting instant self-serve signup with published, transparent pricing.
- Very small businesses with no recurring post-sales function.
- Buyers needing on-premises or air-gapped deployment.
- Pure helpdesk or ticketing-only use cases.
- Organisations unwilling to invest in configuration and data integration.
Value metrics scorecard
Time-to-Value
4–8 weeks with guided onboarding
~60 days to first production value
Total Cost of Ownership
$40,000/yr
Starts at $12,000 · Quote-based enterprise pricing; no list prices published. CRM, CSP and PSA packages plus add-ons and paid services, quoted through sales or a demo request.
Implementation Friction
3/5
Engineering + admin effort required
Value-Position score
out of 5 · model estimate
Full cost breakdown
Mandatory implementation fee
None
Seat tiers
Not published; the pricing page describes user types and plan-level features rather than seat tiers.
Add-on costs
- Upgraded AI Platform — advanced AI capabilities for enterprise-wide transformation
- Advanced Service — resource management and service-delivery automation
- Email Marketing — personalised communications at scale
- Advanced Portals — curated collaboration space for prospects and customers
- Premium Services — managed services, professional services, onboarding & implementation, technical and AI deployment, strategic advisory
Company & support
Who is behind Planhat, and how your team gets help once it is live.
Company
- Founded
- Not recorded
- Headquarters
- Not recorded
How you get support
- PhoneNot listed
- EmailNot listed
- Live chatNot listed
- Support portal / ticketsNot listed
- Community forumNot listed
- Help centre / docsAll plans
- Dedicated account managerNot listed
- In person / on-sitePlan not stated
- Hours
- Not recorded
- Response time
- Not stated
Contact page routes support to the Planhat Help Center and developer documentation. Pricing page FAQ covers onboarding/implementation services, a dedicated customer success manager, billing and payment methods; premium services list managed services, professional services, customer success,…
“Not listed” means the vendor’s public pages don’t mention that channel, not that it is unavailable. Ask about it during evaluation.
Market position
Where Planhat sits against its closest alternatives. Pick any two of cost, speed, friction and buyer score, and up to 9 companies to compare.
Quadrant view
Typical annual cost × Time-to-value
The lines cross at the median of the solutions shown, so about half sit on each side of each line. A dashed ring marks an outlier pinned to the edge; hover for its value.
Companies on the chart 6 / 10
- Planhat
- Revenue Grid
- QuotaPath
- Clay
- OnceHub
- Loopio
Add or change companies
Up to 10 companies including Planhat. Listed closest first.
Stack fit signal
Compatibility with standard B2B ecosystems.
No supported MCP path today, so it cannot be driven from an AI client.
AI & MCP readiness
What Planhat ships in AI, and what it asks of your ecosystem.
AI features shipped
Planhat markets an 'Agentic Customer Platform' with commercial agents. Its changelog documents AI templates that triage inbound inquiries in a shared inbox and run low-adoption outreach; integrations embed Anthropic Claude, OpenAI GPT, Azure OpenAI and Gemini. Sources do not state whether customers bring their own model keys or how AI actions are logged.
In your ecosystem
- AI connection
- Not supported
- Model key
- Not recorded
- AI usage audit
- Not recorded
Compliance attestations
* IAPP AIGP certifies individuals, not products. It means named staff hold the credential — not that the platform does.
Bottom line
Planhat is an agentic customer platform for B2B commercial teams, combining customer success, CRM and professional-services automation. Teams use it to score customer health, capture every interaction and run AI-assisted lifecycle workflows, with agents that triage inbound requests and trigger outreach. Pricing is quote-based with no published rates; integrations cover Salesforce, HubSpot, Snowflake, Slack and Google/Microsoft 365. SOC 2 Type II and ISO 27001 certified.
Frequently asked questions
What does Planhat cost, and is pricing published?
Planhat does not publish list prices. The pricing page describes packages for CRM, CSP and PSA use cases plus add-ons (Upgraded AI Platform, Advanced Service, Email Marketing, Advanced Portals) and paid services, and directs buyers to enquire or book a demo for a quote. Budget for a sales-led process rather than a self-serve checkout.
How long does implementation take?
No fixed timeline is stated. Planhat offers onboarding and implementation, technical deployment and AI deployment services and dispatches forward-deployed teams to work alongside customers. Customer stories reference first-month automation savings and deeper visibility within a quarter, so plan for a guided rollout of roughly four to eight weeks rather than a same-day start.
Which systems does Planhat integrate with?
Native integrations include Salesforce, HubSpot, Pipedrive, Snowflake, BigQuery, AWS S3, PostgreSQL, Slack, Microsoft Teams, Outlook, Gmail, Google Calendar and Drive, Zendesk, Intercom, Jira, Gong and Zapier. Anthropic Claude, OpenAI GPT, Azure OpenAI and Gemini can be embedded into workflows.
What security and compliance certifications does Planhat hold?
Planhat states SOC 2 Type II certification, ISO 27001 certification and commitment to GDPR and CCPA compliance. It details TLS 1.2/1.3 encryption in transit, AES-256 at rest, SSO/SAML with Okta, Azure AD, GSuite and ADFS, granular role and field permissions, 24/7 monitoring and daily plus intraday backups. HIPAA and FedRAMP are not claimed.
Does Planhat use AI, and how is it controlled?
Yes. Planhat markets an agentic customer platform with commercial agents, and its changelog documents AI templates for shared-inbox triage and routing and for low-adoption outreach, with integrations embedding Claude, GPT, Azure OpenAI and Gemini. The available sources do not state whether customers supply their own model keys or how AI actions are logged, so treat model governance as an open question.