The Planhat Insider’s Guide
Everything we know about Planhat in one document: what it costs, its grades, getting a refund, getting help and what else to look at. Read it here, or keep a copy.
Planhat
The Insider’s Guide
AI-led CRM spanning sales, customer success and renewals
Every plan, grade, refund rule and rival among CRM tools, read from Planhat’s own pages.
Made by Planhat Inc. · checked Nov 13, 2026 · toolgpa.com
Contents
- 01WelcomeWhat it is, who it suits, its grades and the ten things to know first
- 02What it costsEvery plan, the free plan, ways to pay less and how prices have moved
- 03What it doesIts main features, where it runs, what it works with and who makes it
- 04Where it standsIts grades against its category, and whether to keep it or make your own
- 05The alternativesThe tools it is most often weighed against, side by side
- 06Quick answersThe questions people ask about it, each answered in a line or two
- 07About ToolGPAWho made this guide, what else is on the site, and how to cite it
ToolGPA put this guide together from Planhat’s own pages, its app-store listings and our grades. Every fact in it is on Planhat’s page too, where it is kept up to date. Checked Nov 13, 2026.
Part 01 · Overview
Welcome
What it is, who it suits, its grades and the ten things to know first
1.6
GPA, above 3 of the 116 other CRM tools we grade
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.
To get you started, here are 7 things to know about Planhat, taken from its own pages and our grades.
Very small teams and consumer sales are not what it's built for.
- 1
Best for B2B teams running sales and customer success together
Nothing on its pricing page shows a price, several features are paid add-ons, and onboarding is a separate service.
- 2
It runs on Web
Web.
- 3
Pipeline and forecasting
The CRM page lists pipeline management, lead routing, lead scoring, deal rooms, funnel analytics and forecasting.
- 4
Email sequencing
Email sequences and email analytics are listed for sales and account management teams.
- 5
Pi, the customer agent
Planhat's AI agent works across sales, success, renewals and professional services using your connected customer data.
- 6
A 1.6 GPA, above 3 of 116
That is against the other CRM tools we grade, on value, the free plan, features, ease of use and platforms.
- 7
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.
Planhat at a glance
- Pricing
- Paid
- Free plan
- No
- Free trial
- None stated
- Runs on
- Web
- Made by
- Planhat Inc.
- Category
- CRM Software
- Our grade
- 1.6 GPA, weak
The report card
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.
| Subject | Grade | Comment |
|---|---|---|
| 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. |
An A is worth 4 points, a B 3, a C 2, a D 1 and an F nothing. The GPA is the average of the five.
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 it 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
Good to know
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.
Part 02 · Pricing
What it costs
Every plan, the free plan, ways to pay less and how prices have moved
Planhat's current pricing could not be confirmed from its own site.
No free plan and no trial on the pages we read.
We could not confirm Planhat’s current prices from its own site, so this guide lists no plans. planhat.com has them.
Part 03 · Features
What it does
Its main features, where it runs, what it works with and who makes it
1
Place it runs: Web
AI-led CRM spanning sales, customer success and renewals. Here is what it does, as its own site describes it, and what it covers: public API, AI features, sales pipeline, workflow automation, AI agents, reports.
Pipeline, forecasting, email sequences, customer portals and an AI agent.
- 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.
Where it runs
- Web
What it works with
- Slack
- Claude
Planhat is made by Planhat Inc.
Part 04 · Standing
Where it stands
Its grades against its category, and whether to keep it or make your own
3/116
Other CRM tools it is graded above
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
- FFree plan and trialAbove 0 of 116
- CFeaturesAbove 1 of 116
- CEase of useAbove 5 of 116
- CPlatforms and integrationsAbove 0 of 116
Keep it, or make your own?
Whether this is something you could build for yourself with an AI app builder, and what you would give up.
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.
Part 05 · Alternatives
The alternatives
The tools it is most often weighed against, side by side
HubSpot, Salesforce, Attio, Microsoft Dynamics 365 Sales and Close
The 5 tools Planhat is most often weighed against, with where each one differs from it.
- 3.2GPA
HubSpot
Free plan · from $20/mo
Free CRM at the center of a marketing, sales and service suite.
- HubSpot has a free plan. Planhat does not.
- Only HubSpot lists iOS and Android apps.
- Only HubSpot lists a browser extension.
- 2.8GPA
Salesforce
Free plan · from $25/mo
CRM platform for sales teams with AI agents and a free 2-user suite.
- Salesforce has a free plan. Planhat does not.
- Only Salesforce lists iOS and Android apps.
- Only Salesforce lists a browser extension.
- 2.4GPA
Attio
Free plan · from $35/mo
CRM with a customizable data model, workflows and AI agents.
- Attio has a free plan. Planhat does not.
- Only Attio lists iOS and Android apps.
- Only Attio lists a browser extension.
- 2.2GPA
Microsoft Dynamics 365 Sales
Free trial · from $65/mo
Microsoft's sales CRM with Copilot and prebuilt sales agents.
- Only Microsoft Dynamics 365 Sales lists iOS and Android apps.
- 2.4GPA
Close
Free trial · from $9/mo
Sales CRM with built-in calling, SMS, email and an AI teammate.
- Only Close lists macOS, Windows, iOS and Android apps.
- Planhat also covers AI agents and reports.
- Close also covers transcription.
Part 06 · Questions
Quick answers
The questions people ask about it, each answered in a line or two
11
Questions, each answered in a line or two
The short version of everything above, for when you only need the answer. Each one is told in full in its part of the guide.
Is Planhat free?
No. Planhat is a paid product.
What platforms does Planhat work on?
Planhat is available on Web.
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.
What does Planhat integrate with?
Planhat's listing names Slack and Claude. A listing names up to eight integrations, so it may connect to more.
Who makes Planhat?
Planhat is made by Planhat Inc.
What are the alternatives to Planhat?
The closest alternatives to Planhat in our directory are HubSpot, Salesforce, Attio, Microsoft Dynamics 365 Sales and Close.
How does Planhat compare with other CRM tools?
Planhat's GPA of 1.6 is higher than 3 of the 116 other CRM tools we grade, and level with 12.
Could I make my own version of Planhat?
To replace Planhat you would be making an AI agent, with the models and the safeguards behind it.
Where this guide comes from
The prices, plans, platforms and features were read from Planhat’s own pages on Nov 13, 2026, and the grades were given on Nov 13, 2026. 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.
Every tool we list gets five grades, A to F, each with its reason, and a GPA that averages them. How each is decided is at toolgpa.com/grades. This guide is ToolGPA’s own work; it is not made, paid for or approved by Planhat Inc. Prices change, so check planhat.com before you buy.
Part 07 · About
About ToolGPA
Who made this guide, what else is on the site, and how to cite it
7,721
Tools graded, in 95 categories
ToolGPA grades software the way a school report grades a pupil: five subjects, a letter for each with the reason written beside it, and a GPA that averages them. Prices, plans and platforms are read from each maker’s own pages and dated, so you always know how fresh a figure is.
Every grade, review and ranking on ToolGPA is our own judgement. No company can pay for a grade or change one. Every tool on the site has a guide like this one, free to download and pass on. It all lives at toolgpa.com.
7,721
tools graded
95
categories
739
price changes on record
579
apps priced in 12 countries
What else is on toolgpa.com
- Planhat, kept up to dateEverything in this guide, with prices and grades as they are todaytoolgpa.com/tools/planhat
- How grades are givenThe rules behind every letter and every GPAtoolgpa.com/grades
- Value chartsWhat each tool costs against what it scores, for every categorytoolgpa.com/charts
- CompareAny two tools side by side, plan by plantoolgpa.com/compare
- Price changesEvery price rise and cut on record, each with its sourcetoolgpa.com/price-changes
- Prices by countryWhat apps cost on the App Store in 12 countriestoolgpa.com/prices-by-country
- Pay lessEvery public discount: yearly billing, students, nonprofitstoolgpa.com/save
- Keep or makeWhich tools are worth paying for, and which you could build yourselftoolgpa.com/keep-or-make
Scan for the live page
Prices and grades as they are today
Quoting this guide?
Please name ToolGPA and link to the live page, so readers can check the figures for themselves:
ToolGPA, "Planhat: The Insider's Guide", checked Nov 13, 2026. https://toolgpa.com/tools/planhat
Know someone choosing between CRM tools?
Send them this guide: toolgpa.com/tools/planhat/guide
ToolGPA elsewhere: youtube.com/@toolgpa
See our other guides
The best-graded CRM tools after Planhat, each with an Insider's Guide of its own.
- CRM Software Insider's GuideEvery one of the 117 CRM tools we grade, compared
- HubSpot Insider's GuideFree CRM at the center of a marketing, sales and service suite3.2 GPA
- Frappe CRM Insider's GuideOpen-source CRM with unlimited users, billed by hosting3.0 GPA
- Givebutter Insider's GuideFree fundraising platform with a built-in nonprofit CRM3.0 GPA
Choosing software? Every tool graded, every price dated.
Compare tools at toolgpa.com ›Everything in this guide is ToolGPA’s own summary of what Planhat’s pages, its app-store listings and public reviews said on the dates shown. Grades are our judgement under the rules at toolgpa.com/grades. Every grade, review and ranking on ToolGPA is our own judgement. No company can pay for a grade or change one. Planhat is a trademark of its owner, and this guide is not made, paid for or approved by Planhat Inc. Prices and plans change: check planhat.com before you buy.