# Planhat

Planhat is a customer success platform for SaaS, rated 4.6/5 on G2 from 300+ reviews. Profile: pricing, health scoring, playbooks, and how it compares to Gainsight.

**Category:** Customer success platform  
**Vendor:** Planhat AB  
**Founded:** 2014  
**HQ:** Stockholm, Sweden  
**Website:** https://www.planhat.com  


## About

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.

## Ratings

| Source | Score | Reviews |
|---|---|---|
| G2 | 4.6/5 | ~300 |
| Capterra | 4.5/5 | ~80 |

## Funding

$50M+

| Round | Amount | Date | Lead |
|---|---|---|---|
| Series A | $16M | 2021 | Notion Capital |
| Series B | $37M | 2022 | Insight Partners |

## Viability

Well-funded with strong investor backing. Mid-market positioning gives room to grow without Gainsight's complexity. Good long-term stability for SaaS CS teams.

## Pricing

Planhat pricing is not publicly listed. Community reports suggest plans range from $1,500-$5,000/month depending on customer account count and features. Typically 30-50% cheaper than comparable Gainsight configurations.

| 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 |

## What reviewers say

_~380 G2 and Capterra reviews, 2025-2026_

**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

**Complaints:**
- Pricing not transparent; requires sales conversation
- Integration setup can be time-consuming without engineering support
- Fewer native integrations than Gainsight

## Compliance

- **SOC 2:** Yes (Type II)
- **GDPR:** Yes (EU company)
- **HIPAA:** No
- **SSO:** Yes

## Integrations

- Salesforce
- HubSpot
- Pipedrive
- Stripe
- Chargebee
- Zuora
- Mixpanel
- Amplitude
- Segment
- Intercom
- Slack
- Jira
- Zendesk
- Snowflake

## 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?

Yes. Planhat's customer portal is one of its most-praised features. CS teams can give customers a branded, self-service view of their account health, onboarding progress, and mutual action plans.


## Sources

- [Planhat website](https://www.planhat.com): Product overview
- [G2 Planhat reviews](https://www.g2.com/products/planhat/reviews): User reviews