Planhat alternatives

3 tools to consider instead of Planhat, shown against it.

Planhat Gainsight Vitally Custify
Vendor Planhat Gainsight, Inc. Vitally Custify SRL
Pricing model Quote only Quote only Quote only Quote only
Free tier No No No No
Deployment Cloud Cloud Cloud Cloud
Open source No No No No
Best for B2B teams wanting a single, customizable data model spanning sales, customer success and services. Enterprise and mid-market SaaS companies with dedicated CSM teams managing large, complex account portfolios. CS teams that need to blend high-touch account management with automated, tech-touch coverage of smaller accounts. SMB and mid-market SaaS companies that need churn prevention without a heavy CS-ops build-out.
Pricing

Quote-based pricing with paid add-ons (AI platform, advanced service, email marketing, portals) layered on a base plan.

Checked on the vendor's own page on September 21, 2026: no prices are published. Expect to be quoted.

Priced per full user seat with a cap on customers managed per seat, plus unlimited viewer licenses; exact figures require contacting sales.

Checked on the vendor's own page on September 21, 2026: no prices are published. Expect to be quoted.

Three named plans (Tech-Touch, Hybrid-Touch, High-Touch) with all core features included; exact prices require requesting a quote.

Checked on the vendor's own page on September 21, 2026: no prices are published. Expect to be quoted.

Quote-based; the pricing page lists no setup fees but no plan figures are published.

Checked on the vendor's own page on September 21, 2026: no prices are published. Expect to be quoted.

Features
  • Unified customer data model across CRM, usage, tickets, emails and calls
  • Configurable health scoring combining analytics and manual input
  • Playbooks and lifecycle automation
  • Renewal and expansion revenue tracking
  • Professional-services-automation (PSA) module
  • Customizable objects and workflows
  • MCP integration for AI assistants
  • Customer 360 account view aggregating CRM, usage, support and billing data
  • Configurable health scorecards
  • Playbooks and success plans triggered by health or usage changes
  • Renewal and expansion forecasting
  • Digital customer journeys and in-app engagement
  • Organizational mapping and executive sponsor tracking
  • QBR dashboards and reporting
  • AI agents for risk surfacing and workflow automation
  • Health scoring by lifecycle stage or customer segment
  • Playbooks and task automation for CSMs
  • Tech-touch automated outreach for long-tail accounts
  • QBR templates and reporting
  • Onboarding project tracking
  • NPS and survey collection
  • Native two-way data syncs
  • MCP server integration for AI assistants
  • Health scoring and churn-risk prediction
  • Customer data centralization from CRM, usage, support and billing
  • Workflow and task automation
  • Expansion/upsell opportunity identification
  • Customer segmentation
  • Onboarding tracking
  • AI agent features for account monitoring

In the index now