# Planhat review (2026): is it worth it? > AI-led CRM spanning sales, customer success and renewals Checked Nov 13, 2026 ยท graded Nov 13, 2026 by ToolGPA. 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. - **Category:** CRM Software - **Made by:** Planhat Inc. - **Website:** https://www.planhat.com - **Runs on:** Web - **Who should skip it:** Not for you if you want a price before talking to sales, as none is published. - **Facts last checked:** Nov 13, 2026 ## Pricing Planhat's current pricing could not be confirmed from its own site. ## 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. ## Good for - B2B companies that want sales and customer success on one customer record - Teams with recurring revenue that care about renewals and churn - Mid-size and enterprise teams that expect a guided rollout ## 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. ## ToolGPA grades **GPA: 1.6 out of 4**, graded Nov 13, 2026. 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. - **Value for money: C.** No 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: F.** No free plan and no trial on the pages we read. A demo request is the way in. - **Features: C.** Pipeline, 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: C.** No store rating on record. Onboarding, technical and AI deployment are sold as separate services, which says it takes setup. - **Platforms and integrations: C.** Web only, with Slack and Claude listed. No apps or desktop version. These are ToolGPA's own grades. 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. ## Where it 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). The category's chart of price against score: https://toolgpa.com/charts/crm ## Keep it, 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. - You could make: Sales pipeline and reports: an app builder makes these well. - You could not: An AI agent, with the models and the safeguards behind it. - You could not: Connections to other products, each kept working as those products change. - You could not: Sharing with other people, which means accounts and invitations. A judgement by ToolGPA from this listing, by rules that are the same for every tool. Nothing was built to test it. ## Works with Slack, Claude **Tags:** Sales pipeline, AI features, AI agents, Workflow automation, Reports, Public API ## Alternatives - [HubSpot](https://toolgpa.com/tools/hubspot): Free CRM at the center of a marketing, sales and service suite. [Compare](https://toolgpa.com/compare/hubspot-vs-planhat) - [Salesforce](https://toolgpa.com/tools/salesforce): CRM platform for sales teams with AI agents and a free 2-user suite. [Compare](https://toolgpa.com/compare/planhat-vs-salesforce) - [Attio](https://toolgpa.com/tools/attio): CRM with a customizable data model, workflows and AI agents. [Compare](https://toolgpa.com/compare/attio-vs-planhat) - [Microsoft Dynamics 365 Sales](https://toolgpa.com/tools/microsoft-dynamics-365-sales): Microsoft's sales CRM with Copilot and prebuilt sales agents. [Compare](https://toolgpa.com/compare/microsoft-dynamics-365-sales-vs-planhat) - [Close](https://toolgpa.com/tools/close): Sales CRM with built-in calling, SMS, email and an AI teammate. [Compare](https://toolgpa.com/compare/close-vs-planhat) ## Sources The prices, plans, platforms and features above were read from these pages on Nov 13, 2026: - https://www.planhat.com/pricing - https://www.planhat.com/ - https://www.planhat.com/pi/crm Page: https://toolgpa.com/tools/planhat Listed by ToolGPA (toolgpa.com).