Planhat customer success and revenue platform: health scores, playbooks, pricing model, key features and top alternatives like Gainsight and ChurnZero.
Planhat was founded in 2014 in Stockholm by Kaveh Rostampor and Niklas Skog to help subscription businesses track customer health and reduce churn. The founders bootstrapped the company for about seven years before raising outside funding, building a product used by customer success, product and revenue teams at B2B software companies.
Today Planhat markets itself as a 'customer platform' spanning customer success management (CSM), a lightweight CRM, professional services automation and AI-assisted workflows, aiming to be a single system of record for how a company manages its existing customer base.
Planhat's data model is flexible and no-code: teams can define their own objects (accounts, licenses, products, usage events) rather than being locked into a fixed schema, then build custom health scores and dashboards on top of that data.
Automation features include playbooks that trigger tasks, alerts or outreach based on usage drops, renewal dates or health-score changes, along with AI features aimed at surfacing churn risk, expansion opportunities and renewal forecasts.
Planhat does not publish fixed per-seat pricing. Instead it uses a quote-based model that is primarily driven by the number of active customer accounts a company manages and which modules (CS, CRM, PSA, AI, advanced portals) are enabled, rather than a strict per-user seat count.
Add-ons such as an upgraded AI platform, advanced service and PSA tools, email marketing, and advanced customer portals are priced separately, and enterprise buyers typically work with Planhat's sales team on implementation and onboarding as part of the contract.
Planhat is used by customer success, product and revenue teams to track customer health, automate renewal and onboarding workflows, and manage the overall customer lifecycle.
Planhat was founded in 2014 in Stockholm, Sweden by Kaveh Rostampor and Niklas Skog.
Planhat uses custom, quote-based pricing driven by the number of managed customer accounts and enabled modules; there is no published per-seat price list.
Planhat includes lightweight CRM-style account management features, but it is primarily built as a customer success and revenue platform rather than a full sales CRM replacement.
Common competitors include Gainsight, ChurnZero, Totango and Vitally.
Yes, Planhat offers AI-assisted features for surfacing churn risk, renewal forecasts and account opportunities, with an upgraded AI platform available as an add-on.
Planhat is generally positioned toward mid-market and enterprise B2B companies with dedicated customer success teams rather than very small businesses.