Planhat

The Unified Customer Platform for lifelong revenue growth

Customer Success Tools

2015 Founded

251-500 Employees

300+ companies (managing 2.6M+ end customers on Planhat) Customers

Malibu, California, United States Headquarters

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Quick Facts

Website

planhat.com →

Pricing Model

tiered

Address

Sveavägen 17, 111 57 Stockholm, Sweden →

Business Type

Software company

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About Planhat

Planhat is a modern customer platform built to help recurring-revenue businesses manage the entire customer lifecycle in one place. Positioned as “The Unified Customer Platform,” Planhat combines customer success, CRM, and professional services automation capabilities on top of a flexible data foundation, allowing companies to unify product usage, revenue, support, and engagement data into actionable workflows for their go‑to‑market teams.

Founded in 2015 by Kaveh Rostampor and Niklas Skog, Planhat was bootstrapped for seven years before raising a $50M Series A led by Sprints Capital in 2022. The company has grown from a small Stockholm-based startup into a globally distributed team of 250+ employees across Europe, North America, South America, and APAC, with hubs in Malibu, Stockholm, London, Boston and other cities. Its platform is used by hundreds of technology companies, including enterprise brands such as Rubrik, Redis, Softcat, Consensys, Trend Micro, Trustpilot, UXCam, Basis Technologies, Jolt and 8x8, to manage millions of end customers.

Planhat’s product is built around a configurable, customer-centric data model, advanced time-series metrics, and automation. Core capabilities include Customer 360 profiles, health scoring, lifecycle playbooks, revenue and renewal management, collaborative customer portals, powerful reporting, and an expanding AI layer for insights and content generation. A broad integration ecosystem connects Planhat to CRMs like Salesforce and HubSpot, product analytics tools such as Pendo and Mixpanel, support platforms including Zendesk and Intercom, and data infrastructure like Snowflake and BigQuery.

In the customer success software market, Planhat is often chosen by organizations that want more flexibility and a modern user experience than legacy enterprise CSM suites, while still supporting complex multi-product, multi-region customer journeys. Recognized as a Leader in the 2025 Gartner Magic Quadrant for Customer Success Management Platforms, Planhat increasingly positions itself not just as a customer success tool, but as the core “system of action” for revenue teams focused on net revenue retention and long-term customer value.

Key Features

Customer 360 profiles - unify account, contact, product usage, support, and revenue data into configurable customer views.

Health scoring & Health Lab - build flexible health scores and metric models to identify risk, churn, and expansion opportunities.

Lifecycle playbooks & workflows - templatized, multi-step playbooks and automations for onboarding, adoption, renewal, and churn management.

Revenue management & forecasting - manage subscriptions, renewals, upsell opportunities, and NRR/ARR forecasts in one workspace.

Customer portal - branded, collaborative portals to share success plans, dashboards, tasks, and documents with customers.

Time-series & usage analytics - ingest product usage and event data to create time-series metrics and customer success analytics without SQL.

Data Explorer & advanced filtering - no-code querying and BI-level filters to segment customers and trigger targeted actions.

AI-powered insights & writing assistant - embedded AI for summarizing interactions, anomaly detection, and drafting customer communications.

Email & calendar integration - unified inbox with synced email threads, meetings, and events from Gmail, Outlook, and calendars.

Project & task management - plan and track onboarding, implementations, and customer projects with tasks, timelines, and ownership.

Dashboards, widgets & presentations - build interactive dashboards and slide-style presentations on top of live customer data.

Integrations & open API - extensive native integrations plus a flexible REST API and private apps framework for custom data flows.

Granular permissions & governance - advanced role-based access, field-level permissions, and audit logs for enterprise governance.

Timesheets & PSA capabilities - track time, utilization, and billable work for professional services teams alongside customer data.

Conversational collaboration - in-app conversations, embedded chat, and live collaboration capabilities across teams and customers.

Best For

Company Size

smb mid-market enterprise

Industries

SaaS Software Technology IT Services Business Services Financial Services

Use Cases

Customer onboarding and implementation management Ongoing customer health scoring and churn risk monitoring Renewal, upsell, and expansion pipeline management Running playbooks and automations across the customer lifecycle Centralizing Customer 360 data and product usage analytics Executive reporting on ARR, NRR, churn, and expansion

FAQ

What is Planhat?

Planhat is a unified customer platform designed for recurring-revenue businesses to manage the entire customer lifecycle in one place. It combines customer success, CRM, and professional services capabilities so teams can centralize customer data, build health scores, run lifecycle playbooks, manage renewals and expansion, and collaborate with customers via portals and shared workspaces. The platform is used by hundreds of B2B companies to drive net revenue retention and long-term customer value.

How much does Planhat cost?

Planhat uses a tiered, quote-based pricing model that is primarily based on the number of active customers and the modules you need, rather than per-user seats. Public benchmarks from partners and review sites indicate pricing typically starts around $1,150 per month for the Start-Up plan and around $1,750 per month for Professional plans when billed annually, with Enterprise pricing available on request. All plans include unlimited users, so you can onboard the wider organization without additional seat costs.

What are the main features of Planhat?

Key Planhat features include configurable Customer 360 profiles, health scoring, lifecycle playbooks and workflows, revenue and renewal management, collaborative customer portals, product usage and time-series analytics, advanced filtering and Data Explorer, dashboards and presentations, strong native integrations and open API, AI-powered insights and writing assistant, project and task management, and granular governance and permissions for enterprise customers.

Who are Planhat's main competitors?

Planhat's main competitors in the customer success and customer platform space include Gainsight Customer Success, ChurnZero, Totango, and Catalyst Customer Success Platform. In some deals it also competes with CRM-centric approaches using Salesforce or HubSpot plus add-ons, as well as emerging customer data platforms or homegrown solutions built on top of data warehouses.

Is Planhat good for small businesses?

Planhat can work for smaller B2B companies, especially those with complex products or ambitious growth plans, but it is generally better suited for mid-market and enterprise organizations. The platform's depth, configuration options, and pricing are optimized for teams that manage hundreds or thousands of customers and can dedicate resources to CS operations. Very small businesses or early-stage startups with a limited customer base may find lighter-weight or lower-cost tools more appropriate until their customer success function matures.