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Planhat

The world's first multiplayer customer agent

Ranked #4 in Customer success software with Salesforce integration, and on 1 more ranking.

Planhat is an agentic customer platform that deploys a multiplayer AI agent named Pi. It automates and augments commercial operations for go-to-market teams.

Official website

At a glance

Best forcommercial teams

From Planhat's own website.

Company facts

Social profilesLinkedIn, X, Facebook, YouTube

Facilities and features

Its website also mentions:

  • Published pricing
  • Integrations

What stands out

Planhat constructs a comprehensive living model of your customers and commercial operations.

“Planhat constructs a comprehensive living model of your customers and commercial operations spanning traditional CRM data, rich time series data, SOPs and external telemetry.”Planhat, own website

Planhat dispatches forward-deployed teams to deliver real-world outcomes.

“Planhat dispatches forward-deployed teams that work shoulder-to-shoulder with you to deliver real-world outcomes.”Planhat, own website

How it ranks

Planhat is ranked 4th of 10 in Customer success software with Salesforce integration (Lister Score 90.0) and 7th of 10 in Enterprise customer success software (Lister Score 90.0).

#4 in Customer success software with Salesforce integration · Lister Score 90.0

Planhat automates work across the customer lifecycle to drive revenue growth.

Syncs seamlessly with all major CRMs to ensure full visibility.

How the score is made up: fit to this ranking's criteria 40; evidence on its own site 20; how complete its published information is 18; buying information on its own site 12.

“MarketScape for Worldwide Customer Success Applications Magic Quadrant™ for Customer Success Management Platforms”Planhat, own website
“AI Salesforce Sync and enrich deals, contacts and accounts and more”Planhat, own website
RankCustomer success software with Salesforce integrationScore
1Userpilot94.0
2Flowla90.0
3Influitive90.0
4Planhat90.0
5ThriveStack90.0
6Vitally90.0
7Chattermill88.0
8CX Index88.0
9ReFocus AI88.0
10ChurnZero84.0

#7 in Enterprise customer success software · Lister Score 90.0

Planhat turns better outcomes into lasting revenue growth by deploying AI-led automation.

Syncs seamlessly with all major CRMs for a full organisational picture.

How the score is made up: fit to this ranking's criteria 40; evidence on its own site 20; how complete its published information is 18; buying information on its own site 12.

“MarketScape for Worldwide Customer Success Applications Magic Quadrant™ for Customer Success Management Platforms”Planhat, own website
“Commercial teams at B2B enterprises use Planhat to automate work across the customer lifecycle, turning better outcomes into lasting revenue growth.”Planhat, own website
RankEnterprise customer success softwareScore
1FlowAssist98.0
2Statisfy98.0
3BuildBetter96.0
4Gainsight Software94.0
5Userpilot94.0
6Flowla90.0
7Planhat90.0
8Kapiche88.0
9Skilljar88.0
101440.io78.0

Frequently asked questions

How does Planhat rank on Lister?

Planhat is ranked 4th of 10 in Customer success software with Salesforce integration (Lister Score 90.0) and 7th of 10 in Enterprise customer success software (Lister Score 90.0).

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