Customer Success Software · pricing · Updated September 2026
Planhat pricing (2026)
Planhat publishes no self-serve price (quote-only) as checked on 2026-09-02, read from Planhat's own pricing page; 3 plans. Best for Revenue-focused CS teams. Every figure below links to its source 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
As of · every figure below links to its source
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 2026-09-02. 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. Re-verified 2026-09-02 against the live pricing page; published figures unchanged.
Price changes
No change record has cleared two sources yet, so nothing is published on the wire.
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 · True cost of customer success software · SOC 2-certified customer success software · GDPR-compliant customer success software · Open data · MCP
More customer success software tools
Related categories
Display this standing
Planhat currently holds a silver deskmark here — Rank 3 of 8 · Customer Success Software. Anyone may show it. There is nothing to apply for, nothing to pay, and displaying it changes no score: the standing comes from the published algorithm and money never touches it.
The image is drawn from our live data, so it follows the standing rather than freezing it: if Planhat moves up or down a tier, the plaque on your own site says so at our next publish. Nothing is tracked beyond the ordinary web-server log that records any image request.