Planhat vs Salesforce (2026): which should you pick?

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

Pick Salesforce if

• Fits if you run a sales team that needs forecasting, territories and lots of customizing
• Works for companies that want sales, service and marketing on one platform

Look elsewhere if

• Pricey if you outgrow Starter, since Pro Suite is $100 a seat, billed yearly, on a contract
• Pricey if you want AI agents, as Agentforce is an add-on from $125 a seat below Max at $550
• Not for you if you want something simple, because commenters keep calling it overly complex
• Tight if you stay free: 2 users, 100 marketing emails a month, and a login every 60 days to keep it
• Watch out: on Pro Suite the API is $25 a seat extra and Flow Builder stops at 5 flows

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.

Salesforce

• The Free Suite covers only 2 users and 100 marketing emails a month, and stays free only with a login at least every 60 days.
• Only Starter Suite can be billed monthly. Pro Suite, Core, Advanced and Max are billed annually, and Pro Suite requires a contract.
• On Pro Suite the Web Services API costs an extra $25 per user / month and Flow Builder is limited to 5 flows per org.
• Agentforce for Sales is a paid add-on on Core and Advanced, listed from $125 per user / month; only Max includes it.

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.

Salesforce

Lead and opportunity management

Leads, accounts, contacts and opportunities are tracked on every edition, with lead routing, duplicate blocking and web-to-lead capture. Quotes, contracts and orders start at Pro Suite.

Forecasting and pipeline inspection

Pro Suite includes sales forecasting. Core and above add advanced forecast and pipeline management, pipeline inspection, opportunity scoring, deal insights and sales territories.

Agentforce AI agents

Agentforce agents take on lead nurturing, prospecting and pipeline management. They are included in Max and listed as an add-on from $125 per user / month on Core and Advanced.

Flow automation

Flow Builder automates sales processes with drag-and-drop steps. Pro Suite allows 5 flows per org, and approval processes start at Core.

Reports, dashboards and Tableau Next

Customizable reports and dashboards are on every edition, including the Free Suite. Tableau Next analytics and advanced reporting features are included from Core.

Slack, mobile and browser access

Every edition connects to Slack. The iPhone, iPad and Android app is included from Starter Suite; offline mobile use and the Sales Cloud Everywhere browser extension start at Pro Suite.

Planhat

Pricing could not be confirmed. See planhat.com.

Salesforce

• Free Suite$0

  2 user licenses with lead, opportunity and case management, simple email marketing and connected Slack conversations.

• Starter Suite$25

  per user / month, billed monthly or annually

  Lead, account, contact and opportunity management, built-in sales flows and lead routing, email marketing and the mobile app.

• Pro Suite$100

  per user / month, billed annually

  Everything in Starter plus more customization and automation, sales quoting and forecasting, and access to AgentExchange.

• Core$195

  per user / month, billed annually

  Sales Cloud with advanced forecasting and pipeline management, API access, Premier Success, Slack Business+ and Tableau Next.

• Advanced$395

  per user / month, billed annually

  Adds enhanced security, Sales Programs, predictive forecasting, lead scoring, a full sandbox and 1 GB of data storage per user.

• Max$550

  per user / month, billed annually

  Adds Agentforce for Sales, Salesforce Spiff, Sales Planning, Salesforce Maps, Slack Enterprise+ and 2.75M Flex Credits a year.

Planhat

No public discounts listed.

Salesforce

• Nonprofit

  10 free Nonprofit Cloud licenses

  Through the Power of Us Program, eligible nonprofits receive 10 Salesforce Nonprofit Cloud Core licenses at no cost, with discounts on additional licenses.