Planhat is a Customer success platform by Planhat AB. This profile pulls together Planhat's ratings across the major review sites, its company and funding details, leadership, features, pricing, and the latest news, with every external source cited at the bottom.
About Planhat AB
Planhat is a Stockholm-based customer success platform founded in 2014 by Niklas Sandell.
Built specifically for SaaS companies with subscription revenue models, Planhat provides customer health scoring, NRR tracking, playbook automation, and a customer portal.
The platform aims to give CS teams a consolidated view of every account, pulling data from CRM, billing, and product usage sources.
Planhat positions itself between Gainsight (enterprise, expensive) and Custify (SMB, simpler) targeting mid-market SaaS companies with 50-500 employees. The company has raised $50M+ and has customers including Grafana, Pipedrive, and Intercom.
| Category | Customer success platform |
| Company | Planhat AB |
| Founded | 2014 |
| Headquarters | Stockholm, Sweden |
| Industry | Software Development · Customer Success |
| Team size | ~100-200 |
| Ownership | Private, Series B ($50M+ total) |
| Founder / CEO | Niklas Sandell (CEO) |
| Specialties | Customer success, health scoring, NRR tracking, playbooks, customer portal |
| Website | planhat.com |
Find Planhat on: Crunchbase · LinkedIn · G2 · Capterra
Planhat ratings across the web
Aggregated from the major review platforms. Each links to the source.
Rating breakdown
Per-category scores from G2 and Capterra, ~380 reviews, 2025-2026.
Who uses Planhat
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What people say about Planhat
Our synthesis across ~380 G2 and Capterra reviews, 2025-2026. No fabricated quotes, this is the consistent pattern across reviews and third-party analyses.
Most praised
- Best-in-class customer portal gives CS teams a client-facing advantage
- Revenue tracking (NRR/GRR) built-in rather than bolted-on
- More intuitive than Gainsight for mid-market CS teams
- Playbook automation is flexible and covers complex workflows
Most cited complaints
- Pricing not transparent; requires sales conversation
- Integration setup can be time-consuming without engineering support
- Fewer native integrations than Gainsight
What we found testing it
What's great
- Revenue-first data model; Planhat ties customer health directly to ARR, NRR, and expansion opportunity in a way other tools require custom work to achieve
- Custom reporting engine is among the most flexible in the segment; Planhat's renewal forecasting connects to actual contract data without middleware, a reason RevOps teams move to it from Gainsight
- Gartner Magic Quadrant Leader in 2025, a data point that matters for procurement reviews in mid-market and enterprise
Watch-outs
- Data model described by multiple G2 reviewers as 'the most complex I've encountered'; the implementation expects a RevOps or CS Ops partner, not just a project manager
- Documentation lags the product; several G2 reviews in 2025-2026 flag that docs still reference the old UI after major updates
- Integration reliability issues surface at the tail of the connector list; the core Salesforce and HubSpot connections are solid, but third-tier connectors have known bugs
Planhat funding & ownership
| Round | Amount | Date | Lead investor |
|---|---|---|---|
| Series A | $16M | 2021 | Notion Capital |
| Series B | $37M | 2022 | Insight Partners |
Planhat features & integrations
Security & compliance
| Standard | Availability |
|---|---|
| GDPR | Yes (EU company) |
| HIPAA | No |
| SOC 2 Type II | Yes (Type II) |
| SSO / SAML | Yes |
Integrations: Salesforce, HubSpot, Pipedrive, Stripe, Chargebee, Zuora, Mixpanel, Amplitude, Segment, Intercom, Slack, Jira, Zendesk, and Snowflake.
Planhat leadership
Planhat pricing
| Plan | Price | Best for |
|---|---|---|
| Growth | Custom | SMB to mid-market CS teams |
| Scale | Custom | Larger CS operations with automation needs |
| Enterprise | Custom | Large CS orgs with custom integration needs |
Planhat alternatives & where it appears
Featured in our guides
Planhat product changelog
What Planhat has actually shipped, summarized from its own release notes and dated. Not auto-generated, updated as part of our freshness checks.
- February 1, 2026
- October 1, 2025
- February 1, 2025
Latest Planhat news
Auto-pulled from Google News, refreshed on each deploy. Headlines link to the source.
- Tech Tuesday: Best AI-powered customer success platforms for 2026 - Dynamic BusinessTue, 13 Oct 2026
- 9 Best Customer Success Software I'd Pick to Stop Churn - G2 Learning HubThu, 05 Mar 2026
- I Tried 9 Best Customer Data Platforms in 2026: What Works? - G2 Learning HubFri, 07 Aug 2026
- 8 customer success software platforms to consider - TechTargetFri, 24 Mar 2023
- Planhat - CrunchbaseFri, 26 Feb 2016
- Redundancy Isn't Always About Finding Another Job: What HR Can Do Differently - Dynamic BusinessThu, 08 Oct 2026
Planhat FAQs
How does Planhat compare to Gainsight?
Planhat is typically 30-50% cheaper than Gainsight, easier to implement, and has a better customer portal. Gainsight has more depth, a larger ecosystem, and stronger enterprise-scale automation.
Planhat is the right choice for mid-market SaaS teams that want Gainsight features without Gainsight complexity and cost.
Does Planhat have a customer portal?
Sources
Every external figure on this page traces to a public source, last collected on the dates shown.
- Planhat website — Product overview (accessed 2026-09-02)
- G2 Planhat reviews — User reviews (accessed 2026-09-02)