Customer Success Software · pricing · Updated November 2026
Planhat pricing (2026)
Planhat publishes no self-serve price (quote-only) as checked on 2026-11-01, 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 STALE · 2026-09-02
Planhat plans & pricing
| Plan | Monthly | Annual | Billing | Notes | Source |
|---|---|---|---|---|---|
| CRM | quote-only | — | Custom / quote | Quote only ('Enquire'). Customer relationship management product. Pricing based on number of customer accounts managed. | planhat.com |
| CSP STALE · 2026-09-02 | quote-only | — | Custom / quote | Quote only ('Enquire'). Customer Success Platform. Pricing per customer account, not per seat. No published price. | planhat.com |
| PSA STALE · 2026-09-02 | quote-only | — | Custom / quote | Quote only ('Enquire'). Professional Services Automation product. Add-on modules available (AI Platform, Email Marketing, Advanced Portals). | planhat.com |
Last verified 2026-11-01. STALE marks a plan we have not re-checked at its source in over 30 days. 2 of 3 plans above are marked. 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 not recorded). Removed speculative third-party '$25,000-$45,000/year' figure from CSP notes.
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's public pages do not say whether it supports HIPAA. Its public pages also state SOC 2 and GDPR compliance.
Does Planhat have a free plan?
No — Planhat publishes no free tier.
Planhat vs alternatives
Compare all customer success software · Planhat alternatives · True cost of customer success software · SOC 2 claims in customer success software · GDPR claims in customer success software · Open data · MCP
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This standing as a plaque
Planhat currently holds a bronze deskmark here — Rank 8 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, which never reads commission data. We never ask anyone to show it, and its link carries rel="nofollow".
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.