Best Customer Success Software · pricing · Updated June 2026
Planhat pricing (2026)
Planhat publishes no self-serve price (quote-only), across 3 plans. Best for Revenue-focused CS teams. Every figure links to Planhat's own page and the date we captured it.
At a glance
- Entry price: Quote-only
- Free tier: No
- Compliance: HIPAA — · SOC 2 Yes · GDPR Yes
- Best for: Revenue-focused CS teams; Companies wanting account-count pricing; Teams running professional services alongside CS
Planhat plans & pricing
| Plan | Monthly | Annual | Billing | Notes | Source |
|---|---|---|---|---|---|
| CRM | Quote-only | — | custom | Quote only ('Enquire'). Customer relationship management product. Pricing based on number of customer accounts managed. | planhat.com |
| CSP | Quote-only | — | custom | Quote only ('Enquire'). Customer Success Platform. Pricing per customer account, not per seat. No published price. | planhat.com |
| PSA | Quote-only | — | custom | Quote only ('Enquire'). Professional Services Automation product. Add-on modules available (AI Platform, Email Marketing, Advanced Portals). | planhat.com |
Last verified 2026-06-15. Re-fetched planhat.com/pricing 2026-06-15: all three products (CRM, CSP, PSA) show 'Enquire' — quote-based pricing only, no published prices. SOC 2 Type II + ISO 27001 + GDPR confirmed via planhat.com/security; no HIPAA (HIPAA null). Removed speculative third-party '$25,000-$45,000/year' figure from CSP notes.
Capabilities
Integrations: Salesforce, HubSpot, Zendesk, Intercom, Pendo, Mixpanel, Slack, Microsoft Teams, Gong, Snowflake, BigQuery, Zapier.
Key features: Account-based pricing model (not per seat); Combined CRM + CSP + PSA in one platform; ISO 27001 + SOC 2 Type II certified; Native AI integrations.
Plan limits: No self-serve; all plans require sales contact; Pricing scales with number of customer accounts.
Frequently asked questions
Does Planhat support HIPAA?
Planhat HIPAA support: —. SOC 2: Yes. GDPR: Yes.
Does Planhat have a free plan?
Planhat free tier: No.
Planhat vs alternatives
Compare all customer success software → · Planhat alternatives → · Open data · MCP