Planhat
Planhat is a Stockholm-based SaaS company selling a unified, AI-powered Customer Success Platform to B2B enterprises across software, security, healthcare, and IT services, with a sales-led go-to-market and forward-deployed implementation teams.
- Company typePrivate
- Founded2012
- HeadquartersStockholm, Sweden
- Headcount251–500
- GTM typeB2B
- OfferingSoftware
What Planhat does
Planhat is a privately held Swedish software company founded in 2012 and headquartered in Stockholm, with a US contracting entity in Delaware. The company sells a unified Customer Success Platform (CSP) to B2B enterprises, deployable as a standalone CSP, a Sales CRM, a Professional Services Automation (PSA) module, or as an all-in-one configuration. The platform is built to consolidate fragmented customer-facing workflows — health scoring, playbooks, lifecycle automation, resource management, and cross-functional collaboration — into a single system with native CRM synchronization (Salesforce and others), product-analytics hooks (Pendo), and communication capture (Microsoft 365, Teams).
The underlying technology constructs 'living models' of customers that span traditional CRM data, time series data, standard operating procedures, and external telemetry. Planhat's 2025 repositioning as 'The Agentic Customer Platform' layers governed AI agents on top of this context layer, with Planhat AI features enabled through Google Cloud Vertex AI and OpenAI, and an MCP Server integration exposing the platform to Anthropic's Claude Code. Dynamic health scoring combines analytics with human and AI inputs, and the system automatically captures transcripts, emails, and tickets to reduce manual administration for Customer Success Managers.
Planhat operates a sales-led enterprise GTM with 'Request a Demo' as the primary website CTA and forward-deployed AI Deployment Program teams that deliver outcomes alongside the software. Pricing is annual subscription-based with three components: a one-off integration fee, a fixed fee, and a variable per-account fee billed annually in advance. Customer segments span service-intensive software, security, IT services, healthcare and life sciences, connected businesses, and business services, at enterprise, mid-market, and startup tiers. Named enterprise customers include Nutanix, Nasdaq, TrustPilot, Redis, Dropbox, Workday, Grafana, Synthesia, 8x8, Trend Micro, Velocity Global, DrFirst, Intelerad, Acoustic, and Telia Cygate. Planhat is recognized as a Gartner Magic Quadrant Leader for Customer Success Management Platforms in 2024 and 2025 and as a G2 Momentum Grid Leader for Customer Success in 2026.
Planhat firmographics
Firmographics- Name
- Planhat
- Legal name
- Planhat AB
- Website
- https://planhat.com
- Company type
- Private
- Founded year
- 2012
- Operating status
- Operating
- Headcount range
- 251–500 employees
- Short description
- Planhat is a Stockholm-based SaaS company selling a unified, AI-powered Customer Success Platform to B2B enterprises across software, security, healthcare, and IT services, with a sales-led go-to-market and forward-deployed implementation teams.
- Ownership category
- akta.pro rank
Planhat industry classification
Industry- Product category
- Customer Success Platform
- NAICS
- Computer Systems Design and Related Services (54151)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- B2B SaaS & Enterprise Personalization (CRM, Sales, Support) (HDAAAGAJ)
- akta.pro secondary industries
- Customer Success Operations & Health Scoring (Renewals/QBRs) (EDABABAM), End-to-End Enterprise AI Platforms (MLOps & Model Lifecycle Management) (HDAEANAA)
Keywords
Where Planhat is headquartered
LocationHeadquarters
- HQ city
- Stockholm
- HQ country
- Sweden
- HQ region
- Europe
Offices1 record
Markets served
Planhat business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations
Revenue model
- Subscription SaaS: Planhat provides a Customer Success Platform offered as a subscription-based Software as a Service (SaaS). Subscriptions generally have three pricing components: a one-off integration fee, a fixed fee, and a variable fee based on number of accounts. Fees are generally billed annually in advance. The company offers forward-deployed teams and services alongside the software, which may also contribute to revenue.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Enterprise tier for large organizations requiring full platform capabilities |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels6 records
Planhat product offering
Product offeringCore offering
Planhat provides a unified Agentic Customer Platform comprising three deployable applications: Customer Success Platform (CSP), Sales & GTM CRM, and Professional Services Automation (PSA), all powered by Planhat AI (Google Cloud Vertex AI and OpenAI). The platform automates the customer lifecycle through dynamic health scoring, automated touchpoint capture, governed AI agents, and seamless CRM synchronization for B2B enterprises. Forward-deployed AI Deployment Program teams work shoulder-to-shoulder with customers to deliver measurable commercial outcomes.
Product overview
Planhat is a unified Customer Success Platform architected as a modular system comprising the core Customer Success Platform (CSP), Sales CRM Software, and Professional Services Software (PSA), alongside capability modules for Data, Intelligence, Collaboration, Action, and Governance. The platform is positioned as 'The Agentic Customer Platform' enabling B2B enterprises to deploy AI with confidence across the customer lifecycle. Key product components include Planhat AI (powered by Google Cloud Vertex AI and OpenAI), the MCP Server for Anthropic Claude integration, the AI Deployment Program for implementation services, and the Value Framework for process automation. The system unifies CRM data, time series data, SOPs, and external telemetry to power autonomous agents and human decision-making for customer success, sales, and professional services operations.
Differentiator
Problem solved
Functional benefit
Products and services
- Customer Success Platform (CSP) The core unified platform for managing B2B customer success operations, providing dynamic health scoring, automated touchpoint capture, workflow automation, and cross-functional collaboration across the entire customer lifecycle. Built for Customer Success, Sales, and GTM leaders managing large enterprise customer bases.
- Sales CRM Software Sales and Go-To-Market CRM application that arms sales teams with rich customer context, transforming post-sale truth into pre-sales intelligence. Designed for sales and GTM leaders who need unified visibility across the customer lifecycle.
- Professional Services Software (PSA) Professional Services Automation application for managing service delivery, resource allocation, and project-based customer engagements. Used by professional services and customer success leaders to deliver and bill engagements on the same platform as customer success.
- AI Deployment Program Forward-deployed expert service where Planhat teams work shoulder-to-shoulder with customers to deliver measurable commercial outcomes using AI-led automation. Targets enterprise customers needing outcome-based delivery rather than software-only purchases.
- Value Framework (Process Automation) A system of standardized processes and playbooks architected to deliver commercial outcomes through workflow automation across customer journey stages including post-onboarding, adoption, renewal, and expansion. Sold alongside Planhat subscriptions to operationalize outcomes.
Quantifiable outcome
- 34% more customers per CSM (Customer Success Manager)
- +5 more outcomes
Companies that use Planhat
Customer profileNamed customers19 records
Segments9 records
Ideal customer profiles4 records
Planhat technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration4 records
AI capability7 records
Feature5 records
Planhat partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered core.
- AnthropiccorePlanhat has developed an MCP Server integration with Anthropic, allowing users to harness Planhat's full capabilities in natural language with Claude Code. This enables AI-native interaction with the Planhat platform through Anthropic's Claude AI assistant.
- Google Cloud Vertex AIcorePlanhat AI features are enabled by Google Cloud Vertex AI. The AI capabilities are powered by this infrastructure, providing the foundation for agentic AI features and machine learning capabilities within the platform.
- OpenAIcorePlanhat AI features are enabled by OpenAI. The AI capabilities including content generation, editing, and information extraction through prompting are powered by OpenAI's models.
Scale indicators5 records
Recent moves6 records
Expansion highlights5 records
Planhat competitors and assessment
Company assessmentDirect peers
- Gainsight: Gainsight is the largest and most established Customer Success Platform, with a broad product suite spanning CS, revenue operations, and customer experience. It is Planhat's primary direct competitor in the enterprise CSP market and was the long-standing Gartner Magic Quadrant Leader before Planhat's recognition in 2024.
- ChurnZero: ChurnZero is a Customer Success Platform focused on real-time customer health monitoring, automated workflows, and AI-powered churn prevention for SaaS and subscription businesses. It directly competes with Planhat in the mid-market and enterprise CSP segment and ranked ahead of Planhat in the Trakkr AI consensus evaluation.
- Totango: Totango is a Customer Success Platform offering health scoring, journey orchestration, and segmentation for SaaS and subscription businesses. It is a recognized competitor in the Gartner Magic Quadrant for Customer Success Management Platforms and serves a similar enterprise customer base to Planhat.
- Vitally: Vitally is a Customer Success Platform purpose-built for B2B SaaS, offering health scoring, playbooks, customer collaboration, and analytics. It is a recognized competitor in the Gartner Magic Quadrant for CSMP and competes with Planhat for mid-market and enterprise SaaS customer success teams.
- Catalyst: Catalyst is a Customer Success Platform providing customer health scoring, journey management, and revenue analytics for B2B SaaS and subscription businesses. It is named as a competitor in the Gartner Magic Quadrant for CSMP and offers overlapping functionality with Planhat's CSP module.
Emerging players
- Custify: Custify is a Customer Success Platform focused on SMB and mid-market SaaS businesses, providing health scoring, automation, and customer journey management. It overlaps with Planhat's lower end of the market and serves as a more budget-focused alternative.
Broad incumbents
- Salesforce: Salesforce is the dominant enterprise CRM platform whose Sales Cloud and Service Cloud overlap with parts of Planhat's Sales CRM and Customer Success Platform capabilities. Planhat integrates with Salesforce but Salesforce represents the broader incumbent that could absorb CSP functionality into its own product suite.
- HubSpot: HubSpot offers a CRM and customer platform with growing customer success, service hub, and operations capabilities that overlap with Planhat's customer lifecycle focus. It serves as a broad incumbent alternative for mid-market companies evaluating Planhat.
- Zendesk: Zendesk provides customer service and customer experience software with adjacent customer-success-adjacent workflows like ticketing, knowledge management, and customer communications. It competes with Planhat for customer-facing team budget and overlaps on customer interaction capture.
- Freshworks: Freshworks offers a suite of customer-facing software including Freshsales (CRM), Freshdesk (support), and Freshsuccess (CS), the last of which directly competes with Planhat's Customer Success Platform. Freshworks serves as a broader incumbent alternative particularly in the mid-market segment.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks5 records
Key highlights7 records
Customer concentration
Planhat social profiles
Digital presencePlanhat financial estimates
Financial estimateRevenue estimate
Valuation estimate
Planhat leadership team
Management profileNumber of profiles
Profiles7 records
Planhat funding detail
Funding detailFunding overview
Funding rounds1 record
Investors3 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Planhat M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Planhat
What does Planhat do?
Planhat provides a unified Agentic Customer Platform comprising three deployable applications: Customer Success Platform (CSP), Sales & GTM CRM, and Professional Services Automation (PSA), all powered by Planhat AI (Google Cloud Vertex AI and OpenAI). The platform automates the customer lifecycle through dynamic health scoring, automated touchpoint capture, governed AI agents, and seamless CRM synchronization for B2B enterprises. Forward-deployed AI Deployment Program teams work shoulder-to-shoulder with customers to deliver measurable commercial outcomes.
Is Planhat a public or private company?
Planhat is a private company. It is classified as venture growth investor backed and is currently operating.
When was Planhat founded?
Planhat was founded in 2012. It employs 251 to 500 people.
Where is Planhat based?
Planhat is headquartered in Stockholm, Sweden, in the Europe region.
How does Planhat make money?
One revenue line is on record: subscription SaaS.
Who are Planhat's main competitors?
Direct peers on record are Gainsight, ChurnZero, Totango, Vitally and Catalyst. Custify is listed as an emerging player. Broad incumbents are Salesforce, HubSpot, Zendesk and Freshworks.
Does Planhat have an API?
Yes. Planhat offers an API for customer data export and integration purposes. According to the Terms of Service, the API enables export of customer data including customers, customer notes, custom fields, contact details, and tasks. The platform also offers an MCP Server integration with Anthropic Claude Code, allowing developers to harness Planhat's capabilities through natural language commands. Developer documentation is at help.planhat.com/en.
What industry is Planhat in?
Planhat's product category is Customer Success Platform. Its primary akta.pro industry code is HDAAAGAJ, B2B SaaS & Enterprise Personalization (CRM, Sales, Support), with a secondary code of EDABABAM, Customer Success Operations & Health Scoring (Renewals/QBRs). Its NAICS code is 54151 and its SIC code is 7372.