Attio vs Planhat (2026): which should you pick?
As of Nov 13, 2026, Attio grades higher than Planhat: 2.4 against 1.6 out of 4.0.
Checked Oct 4, 2026 and Nov 13, 2026 · graded Oct 10, 2026 and Nov 13, 2026 by ToolGPA
Attio grades higher on the free plan, features and platforms. Planhat grades higher on value for money. They get the same grade on ease of use.
Price, platforms and features side by side. The table says where each price was read and when.
Attio
CRM with a customizable data model, workflows and AI agents
Which one is for you
Pick Attio if
- Fits if you're a startup and want a CRM you can reshape as the business changes
- Works for VC-backed startups, which can apply for 80% off annual Pro in the first year
Look elsewhere if
- Pricey if you need email sequences or call recording, since both wait for Pro at $79 a user
- Tight if your team is over 10 people, because Plus stops there and only Pro has no seat limit
- Not for you if you lean hard on AI, as agents and workflows burn monthly credits you may have to top up
- Skip it if you want a desktop app, as on a computer it runs in the browser
- Watch out: SAML single sign-on is Enterprise only, at a price set by sales
Pick Planhat if
- Fits if you sell to other businesses and want sales and renewals in one system
- Works for account teams that manage customers over years, not one-off deals
Look elsewhere if
- Not for you if you want a price before talking to sales, as none is published
- Skip it if you have no budget for add-ons, because AI, advanced service, email marketing and portals cost extra
- Not for you if you are a very small team or sell to consumers, as it is built for account-based B2B
- Watch out: onboarding, technical deployment and AI deployment are separate paid services
How we grade them
| 2.4GPAAttioFair | 1.6GPAPlanhatWeak | |
|---|---|---|
| Value for money | DPlus is $35 a user a month on yearly billing, $44 monthly, past the dearer quarter of CRMs and still capped at 10 seats and 5 objects. The parts people buy a CRM for, sequences and call recording, need Pro at $79, over three times the $24 middle. AI and workflows spend credits on top. | CNo price is published. Every plan and add-on on the pricing page is an enquiry, so there's nothing to compare against the $29 middle for CRM. |
| Free plan and trial | BFree for up to 3 seats with 50,000 records, contact syncing, data enrichment and 200 email sends per user a month. The caps you'll meet are 3 objects, 3 reports and 100 AI credits a seat each month. | FNo free plan and no trial on the pages we read. A demo request is the way in. |
| Features | BA data model you can add your own objects to, email and calendar sync, automatic enrichment, workflows, AI agents that research accounts, an assistant that builds records from a prompt, and funnel reports. That covers the job, though how much of it you get is set by plan: objects, reports and records are all capped. | CPipeline, forecasting, email sequences, customer portals and an AI agent. The listing names gaps: the upgraded AI platform, advanced service, email marketing and advanced portals are paid add-ons. |
| Ease of use | CNo store rating on record. You decide the shape of your own data model, then connect a mailbox and build the workflows. Records fill themselves in from email, so there's less typing. | CNo store rating on record. Onboarding, technical and AI deployment are sold as separate services, which says it takes setup. |
| Platforms and integrations | BWeb, iPhone and Android with a Chrome extension for Gmail, but no desktop app: on a computer it runs in the browser. It connects to Gmail, Outlook, Slack, Zapier, Stripe, Segment, Mailchimp and Typeform, and there's a documented API. | CWeb only, with Slack and Claude listed. No apps or desktop version. |
| Best for | startups that want a CRM they can reshape | B2B teams running sales and customer success together |
The GPA is the average of the five grades: an A is 4 points, an F is none. The full reasons are on each tool's page: Attio and Planhat. How we grade
Where they differ
- Attio also covers transcription.
- Planhat also covers AI agents and reports.
At a glance
| Attio | Planhat | |
|---|---|---|
| Pricing | Free plan | Paid |
| Starts at | $35 per user / month, billed annually ($44 billed monthly) | Not published |
| Free plan | Up to 3 seats, 3 objects and 50,000 records, 200 email sends per user a month, up to 3 reports, and 100 seat credits plus 250 workspace credits a month for AI and workflows. | None |
| Free trial | 14-day free trial of the Pro plan for new workspaces | None listed |
| Web | ||
| iOS | ||
| Android | ||
| Browser extension | ||
| Made by | Attio Ltd. | Planhat Inc. |
| Price read from | attio.com | Not confirmed |
| Checked | Oct 4, 2026 | Nov 13, 2026 |
Worth knowing
Attio
- There is no desktop app: on a computer Attio runs in the browser, with a Chrome extension for Gmail and mobile apps for iOS and Android.
- Free is capped at 3 seats and Plus at 10; only Pro and Enterprise have no seat limit.
- Sequences and call recording need Pro or Enterprise, and SAML single sign-on is Enterprise only.
- AI features and workflows consume monthly credits, so heavy use can mean adding extra workspace credits.
Planhat
- No prices are published: every plan and add-on on the pricing page is an enquiry.
- Several capabilities are paid add-ons: upgraded AI platform, advanced service, email marketing and advanced portals.
- Onboarding, technical deployment and AI deployment are sold as separate services.
- It is built for account-based B2B work rather than very small teams or consumer sales.
Key features
Attio
- Customizable data model
- Records sit in objects that you can add to as the business changes. The number of objects is capped by plan: 3 on Free, 5 on Plus, 12 on Pro and unlimited on Enterprise.
- Email and calendar sync with enrichment
- Connecting a mailbox and calendar keeps contacts up to date, and company and people records are enriched automatically. Free and Plus sync 1 email account per user; Pro syncs 2.
- Workflows and AI agents
- Workflows automate steps such as lead scoring and routing, and agents can research accounts on the web. Both draw on monthly workspace credits, and more credits can be added.
- Ask Attio
- An AI assistant that analyzes CRM data and creates records from a prompt. Each seat gets its own monthly credits for it: 100 on Free, 500 on Plus and 1,000 on Pro.
- Call Intelligence and sequences
- Pro and Enterprise workspaces can record calls with AI transcripts and insights, and send multi-step email sequences. Neither is available on Free or Plus.
- Reporting
- Insight and funnel reports on pipeline and revenue. Free is limited to 3 reports and Pro allows up to 100.
Planhat
- Pipeline and forecasting
- The CRM page lists pipeline management, lead routing, lead scoring, deal rooms, funnel analytics and forecasting.
- Email sequencing
- Email sequences and email analytics are listed for sales and account management teams.
- Pi, the customer agent
- Planhat's AI agent works across sales, success, renewals and professional services using your connected customer data.
- Auto-enriched records
- Records are filled in with firmographic, intent and product-usage data to cut manual entry, according to the vendor.
- Automations and playbooks
- Templated and advanced automations, task management and custom pages are in the plan comparison.
- Customer portals
- An Advanced Portals add-on provides a shared space for collaboration with prospects and customers.
Plans
Attio
Free$0
Up to 3 seats, 3 objects and 50,000 records, with contact syncing, data enrichment and 200 email sends per user a month.
Plus$35
per user / month, billed annually ($44 billed monthly)
Up to 10 seats, 5 objects and 250,000 records, private lists, 1,000 email sends per user a month and 500 seat credits a month.
Pro$79
per user / month, billed annually ($99 billed monthly)
Unlimited seats, up to 12 objects and 1 million records, Call Intelligence, sequences, permission controls and unlimited email sends.
EnterpriseCustom
Billed annually. Unlimited objects and teams, SAML single sign-on, admin controls and 2,500 seat credits a month.
Planhat
Pricing could not be confirmed. See planhat.com.
Ways to pay less
Attio
- Annual discount
Save 20% with annual billing
Attio's pricing page gives a 20% discount on Plus and Pro when billed annually: Plus is $35 instead of $44 per user a month, and Pro is $79 instead of $99.
- Startups
Startup program: 80% off Pro in year one
VC-backed startups incorporated less than 10 years ago, with up to 10 seats, can apply within 90 days of creating a workspace for 80% off annual Pro in the first year and 30% off the second.
Planhat
No public discounts listed.
Common questions
Which is cheaper, Attio or Planhat?
As of Nov 13, 2026, Attio starts at $35 per user / month, billed annually ($44 billed monthly), and Planhat has no price we could confirm.
Which has a free plan, Attio or Planhat?
As of Nov 13, 2026, only Attio has a free plan. Planhat does not.
Which platforms do Attio and Planhat run on?
As of Nov 13, 2026, only Attio lists iOS and Android apps and a browser extension. Both list a web app. A platform missing from a listing is one its maker's pages did not mention.
More comparisons
How this page was made
- The verdict at the top follows a fixed rule. When both tools are in the same category and either is in our top three for it, the verdict follows that ranking: the higher-placed tool is our pick. The top three weigh who each tool suits as well as its grades, so a pick can go against the GPA. Otherwise the page does not pick one and says which grades higher: the higher GPA first; on a tie, the one with a free plan, then the one that starts cheaper in dollars a month, counted the same way for both; if they are still level, what the choice depends on.
- The grades are our own, from each tool’s review or report card. The GPA is their average.
- Prices, plans and platforms come from each tool’s listing. The table above says where each price was read and when.
- The differences and the answers to the questions are worked out from those listings.