Totango vs Planhat in September 2026

78% 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

Totango

Customer Success Software

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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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Overview

Description

Totango is a smart customer success solution that will assist your team in achieving their objectives and goals with real time results. This customer data platform continually monitors all customer health signals and engages them proactively at scale, leading in more focused, proactive customer success teams, greater productivity, and decreased attrition. Totango is the most widely accepted all-in-one customer IS that provides you everything that you require to boost your client success. It helps you minimise customer attrition, increase revenue, increase adoption, and expand your customer success. With Totango, you can choose a customer path or create your own and everything can be managed on a single platform. It offers the best practise templates for each trip or effort right out of the box. The platform makes it easier to plan, execute, and track your most effective client interactions. It automates the workflows throughout your whole business and lets you send hyper-personalized messages for each user that will boost your digital engagement. Users can connect all of their customer data securely for a unified picture of their customers. Read more

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

Pricing Options

Free Trial Not Available

Free Trial Not Available
Offers Custom plan.

SW Score & Breakdown

78% 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

64%
Popularity

68%

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%

Features

Total Features	0 Features	10 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	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

Technical Details

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

Reviews & Ratings

User Sentiments	Ease of Use, Customer Health Tracking, Task Management, Extensive Integrations Unresponsive Customer Support, Limited Reporting Capabilities, Software Bugs and Glitches, Complex Configuration	Not Available
Review Summary	Totango is lauded for its user-friendly interface, robust analytics, and ability to enhance customer engagement. Reviewers appreciate its intuitive navigation, customizable dashboards, and comprehensive reporting capabilities. Totango's customer success (CS) score tracking, segmentation, and journey mapping features are often highlighted. Additionally, its automated workflows, task management, and integration options with various platforms are praised. While some users mention occasional glitches or a learning curve, Totango's overall effectiveness in improving CS efforts and driving business outcomes is widely recognized.	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.

AI-Generated from the text of User Reviews

Pricing

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

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