Planhat

Planhat is an AI-powered customer platform designed to help businesses manage the complete customer journey from onboarding to renewal and expansion. It combines customer success, CRM, sales, and professional services into a single

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Free Usage Policy	None
Paid Upgrade Option?	Yes
Tool Release Year	2014
Founded by	Christian Nordin Andreas Hassellöf
Employees	100 - 250
Location	Stockholm, Sweden
Social media presence
Popularity Index	8.9
Main Features	AI-powered customer insights AI workflow automation Customer Success Platform (CSP) CRM capabilities Customer health scoring Customer lifecycle management Revenue forecasting Sales pipeline management Professional Services Automation (PSA) Customer analytics dashboards Automated playbooks Email and calendar integrations Open API Enterprise reporting Third-party integrations (Salesforce, HubSpot, Slack, etc.)
Best Used For	Customer Success, Customer Relationship Management (CRM), account management, and revenue growth automation.
Reasoning	Planhat is one of the leading Customer Success platforms used by SaaS and B2B organizations worldwide. Its AI-powered automation, customer intelligence, health scoring, and workflow capabilities make artificial intelligence a core component of its platform rather than an add-on feature.
Privacy & Data Handling	GDPR compliant Enterprise-grade security Data encryption in transit and at rest Role-based access control Single Sign-On (SSO) Audit logs Privacy Policy available SOC 2: NA (not publicly verified)