Planhat review (2026): is it worth it?
AI-led CRM spanning sales, customer success and renewals
Black Friday: is there a Planhat sale?
Planhat report card
Weak · out of 4.0 · graded Nov 13, 2026
Best for B2B teams running sales and customer success together
Planhat is a CRM for account-based B2B teams that also covers customer success and renewals. Nothing on its pricing page shows a price, several features are paid add-ons, and onboarding is a separate service. Very small teams and consumer sales are not what it's built for.
Who Planhat is for
- 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
Who Planhat is not for
- 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
Why Planhat gets a 1.6
Five grades, each with its reason. The GPA is their average: an A is 4 points, an F is none.
- CValue for moneyNo 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.
- FFree plan and trialNo free plan and no trial on the pages we read. A demo request is the way in.
- CFeaturesPipeline, 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.
- CEase of useNo store rating on record. Onboarding, technical and AI deployment are sold as separate services, which says it takes setup.
- CPlatforms and integrationsWeb only, with Slack and Claude listed. No apps or desktop version.
What these grades rest on. Graded from this listing, whose facts were read from Planhat's own pages on 13 November 2026. Not based on using the product, and shorter than our full reviews. How we review and grade.
Make Planhat? Put this grade on your site
Paste this where you want the badge. It links here and follows the grade if it changes. About badges
<a href="https://toolgpa.com/tools/planhat#review"><img src="https://toolgpa.com/badge/planhat.svg" alt="Planhat: 1.6 GPA on ToolGPA" width="196" height="56"></a>Where Planhat stands among CRM tools
Planhat's GPA of 1.6 is higher than 3 of the 116 other CRM tools we grade, and level with 12.
It stands best on value for money (C, above 37 of 116) and worst on free plan and trial (F, above 0).
Each grade against the category
Every bar is all 117 CRM tools we grade, cut by the letter each got. Planhat’s own letter is outlined.
- CValue for moneyAbove 37 of 116, level with 63
- FFree plan and trialAbove 0 of 116, level with 31
- CFeaturesAbove 1 of 116, level with 68
- CEase of useAbove 5 of 116, level with 99
- CPlatforms and integrationsAbove 0 of 116, level with 23
Keep Planhat, or make your own?
Keep it
To replace Planhat you would be making an AI agent, with the models and the safeguards behind it. That is not a weekend's work, with an AI app builder or without one.
That makes this kind of software worth paying for, not this one in particular: 101 of the 116 other CRM tools grade higher.
What you could make
- Sales pipeline and reports: an app builder makes these well.
What you could not
- An AI agent, with the models and the safeguards behind it.
- Connections to other products, each kept working as those products change.
- Sharing with other people, which means accounts and invitations.
What this rests on. Planhat’s listing: what it does, where it runs, what it plugs into and what it costs. It is a judgement about the kind of software this is. We have not built a replacement for it, and making your own means looking after it too. How we decide, and every tool’s verdict.
What is Planhat?
Planhat is a CRM and customer platform aimed at B2B teams that sell to, onboard and renew the same accounts. Its CRM covers pipeline, lead routing and forecasting, and it sits beside customer success and professional services modules. Pricing is not published; every plan is arranged through a demo request.
Worth knowing
- 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
- 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.
Planhat pricing
We could not confirm Planhat’s current pricing from its own site, so we are not listing plans here. See planhat.com for current prices.
Works with
Planhat alternatives
- Planhat vs HubSpot
Free plan · from $20/mo
- Planhat vs Salesforce
Free plan · from $25/mo
- Planhat vs Attio
Free plan · from $35/mo
- Planhat vs Microsoft Dynamics 365 Sales
Free trial · from $65/mo
- Planhat vs Close
Free trial · from $9/mo
Common questions
Does Planhat have an Android app?
No Android app was listed when its pages were read on Nov 13, 2026. Planhat is listed for Web.
Does Planhat have an iPhone app?
No iPhone app was listed when its pages were read on Nov 13, 2026. Planhat is listed for Web.
Is Planhat open source?
Planhat is not described as open source on its own site, as read on Nov 13, 2026.
Does Planhat have an API?
Yes. Planhat offers a public API, according to its own site.
Sources for this page
The prices, plans, platforms and features above were read from these pages on Nov 13, 2026.