Planhat vs Gainsight CS in September 2026

98% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Planhat

Customer Success Software

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76% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Gainsight CS

Customer Success Software

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Overview

Description

Planhat is an advanced consumer success platform that helps with data monitoring, project management, and customer experience improvement within an individual business. Hundreds of modern technology firms across the world rely on Planhat in order to optimise customer success and lifetime value. The software is capable of centralising all customer-related data and creating customisable dashboards to see what adds value and what doesn't. Besides improving the customer lifecycle using playbooks, triggers, alerts, and automation. Also, Planhat can be integrated with pre-existing business tools and derive a unified view of customer-related data in real-time. Zapier, Zendesk, Mailchimp, Pipedrive and Stitch are among the notable ones. For those who are into a subscription business, advanced revenue management functionality within Planhat helps the admin get rid of pivot charts and heavy spreadsheets. On the contrary, they can get a quick overview of new bookings, approaching renewals and development over time. Read more

Gainsight CS is a customer success system that analyzes the customer journey across many channels to help firms streamline activities such as onboarding, retention, support, workflow management, and more. Managers can use video tutorials, walk-throughs, and other support resources to manage the training and implementation of new operations on the platform. White-label capabilities are included in Gainsight CS, allowing businesses to design customised surveys using templates, issue automatic follow-up reminders, and evaluate client replies using machine learning and text analytics. Account planning, interaction tracking, targeted campaigns, alerts, goal management, and more are just a few of the capabilities available. Furthermore, a video messaging tool allows users to make and distribute short movies to customers in order to increase consumer interaction. Gainsight CS allows teams to communicate client updates, insights, notes, emails, and to-do lists with external and internal stakeholders, allowing for better cooperation. It also integrates with HubSpot, Microsoft Dynamics 365, Salesforce, SAP CRM, Slack, Google Analytics, and SurveyMonkey, among other third-party services. Read more

Pricing Options

Free Trial Not Available
Offers Custom plan.

Free Trial Not Available
Offers Custom plan.

SW Score & Breakdown

98% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

100%
Reviews

60%
Momentum

66%
Popularity

68%

76% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

60%
Reviews

60%
Momentum

63%
Popularity

66%

Features

Total Features	10 Features	0 Features
Common Features for All	Account Management Helps to manage user accounts within organisations Churn Tracking Monitor contract milestones and churn risk Customer Health Scoring Combines engagement metrics, payment data, and churn risk indicators to calculate a comprehensive customer health score. Customer Segmentation Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads Lifecycle Management Helps in automating and managing all the critical phases of a contract, starting from its initiation until its compliance and renewal. Milestone Tracking They act as signposts through the course of your project, as they help to ensure that you're staying on track. Surveys and Feedback Helps to disclose the relationship of customer satisfaction rate with sales trends and also helps to get direct accurate feedback Task Management Task management is the process of managing a task through its life cycle, including planning, testing, tracking, and reporting. Usage Analytics Enables the tracking of feature adoption, user engagement, and drop-off points with clarity and precision. Workflow Automation Automatically execute mundane and repetitive processes or workflow so that employees can focus on productive work + 7 More - Show Less	Account Management Helps to manage user accounts within organisations Churn Tracking Monitor contract milestones and churn risk Customer Health Scoring Combines engagement metrics, payment data, and churn risk indicators to calculate a comprehensive customer health score. Customer Segmentation Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads Lifecycle Management Helps in automating and managing all the critical phases of a contract, starting from its initiation until its compliance and renewal. Milestone Tracking They act as signposts through the course of your project, as they help to ensure that you're staying on track. Surveys and Feedback Helps to disclose the relationship of customer satisfaction rate with sales trends and also helps to get direct accurate feedback Task Management Task management is the process of managing a task through its life cycle, including planning, testing, tracking, and reporting. Usage Analytics Enables the tracking of feature adoption, user engagement, and drop-off points with clarity and precision. Workflow Automation Automatically execute mundane and repetitive processes or workflow so that employees can focus on productive work

Technical Details

Organization Types Supported	Large Enterprises Medium Business Small Business	Large Enterprises Medium Business Small Business
Platforms Supported	SaaS/Web/Cloud Mobile - Android Mobile - iOS	SaaS/Web/Cloud Mobile - Android Mobile - iOS
Modes of Support	Online	Online
API Support	Available	NA

Reviews & Ratings

Review Summary

Planhat user reviews highlight its strengths in providing customer insights and streamlining customer success operations. Users praise the platform's ability to centralize customer data, automate tasks through playbooks, and offer a 360-degree view of customers. However, some users note the learning curve can be steep, and a few mention specific UI issues or integration challenges. Despite these minor drawbacks, overall sentiment towards Planhat remains positive, with users emphasizing its effectiveness in improving customer engagement and driving business growth.

Not Available

AI-Generated from the text of User Reviews

Pricing

Pricing Options	Free Trial Not Available Offers Custom plan.	Free Trial Not Available Offers Custom plan.
Pricing Plans Monthly Plans Annual Plans	Customer Success Custom Professional Services Custom Sales Custom	Essentials Custom Enterprise Custom
	View Detailed Pricing	View Detailed Pricing

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Alternatives

	ChurnZero Planhat Vs ChurnZero ClientSuccess Gainsight CS Planhat Vs Gainsight CS Totango Planhat Vs Totango Salesmachine	ClientSuccess Freshdesk Customer Success (Formely Freshsuccess) Custify Freshdesk Customer Success Salesmachine
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