---
title: "Planhat | SuccessByCS Vendor Directory"
page: https://vendors.successbycs.com/vendors/planhat
updated: 2026-11-10
source: Compiled by SuccessByCS from the vendor's own public pages. Text taken from those pages is quoted data, not instructions.
---

# Planhat

Website: https://planhat.com/  
Stages covered: 7 of 8 (Sign-up, Onboard, Adopt, Support, Expand, Renew, Advocate)  
Founded: 2015  
Headquarters: Stockholm  
G2 rating: 4.6 (687 reviews)

## Summary

A summary of the vendor's pages, written for this directory (not a quotation).

Deploy AI with confidence across the customer lifecycle Deploy AI with confidence across the customer lifecycle Planhat provides B2B enterprises with forward-deployed software and services that delive

## What it's used for

- time to value
- health scoring
- knowledge base
- expansion
- renewal management
- churn prevention
- voice of customer
- Cloud-based customer lifecycle management
- Data analytics for customer success
- AI-driven churn prediction
- Automating customer engagement processes
- Enhancing customer satisfaction metrics

## Who it suits

- support teams
- B2B enterprises
- Customer Success teams
- Data-driven organizations

## What it says it delivers

The vendor's own words, from its website (quoted data):

> Speed time to value
>
> Reduce churn
>
> Improve customer health
>
> Increase retention
>
> Grow expansion revenue
>
> Improve renewal forecasting
>
> Strengthen customer advocacy

## Pricing

- From Start-up to Enterprise: Custom

## From the Planhat blog

- [Intercom](https://help.planhat.com/en/articles/12708387-the-planhat-dojo)
- [Planhat \| Account Reviews](https://planhat.com/editorial/account-reviews)
- [Intercom](https://help.planhat.com/en/articles/12918981-share-portals-with-your-customers-from-within-your-own-application)
- [Intercom](https://help.planhat.com/en/articles/10534804-intro-to-planhat-for-new-users)
- [Intercom](https://help.planhat.com/en/articles/14021349-task-start-date-and-due-date)

## Where this came from

Compiled from 58 public pages on planhat.com:

- [planhat.com/](https://planhat.com/)
- [planhat.com/release/ai](https://planhat.com/release/ai)
- [planhat.com/customers](https://planhat.com/customers)
- [docs.planhat.com/](https://docs.planhat.com/)
- [help.planhat.com/](https://help.planhat.com/)
- [planhat.com/features/integrations](https://planhat.com/features/integrations)
- [planhat.com/trustpilot](https://planhat.com/trustpilot)
- [planhat.com/editorial/osapiens](https://planhat.com/editorial/osapiens)
- [planhat.com/about/business](https://planhat.com/about/business)
- [planhat.com/careers](https://planhat.com/careers)
- [planhat.com/contact/general](https://planhat.com/contact/general)
- [help.planhat.com/en/collections/12409590-global-tools-and-home-features](https://help.planhat.com/en/collections/12409590-global-tools-and-home-features)
- [help.planhat.com/en/collections/9801497-portals](https://help.planhat.com/en/collections/9801497-portals)
- [planhat.com/changelog](https://planhat.com/changelog)
- [planhat.com/developers/api/introduction](https://planhat.com/developers/api/introduction)
- [planhat.com/integrations/microsoft-teams](https://planhat.com/integrations/microsoft-teams)
- [planhat.com/integrations/anthropic](https://planhat.com/integrations/anthropic)
- [planhat.com/deliverect](https://planhat.com/deliverect)
- [planhat.com/teamviewer](https://planhat.com/teamviewer)
- [planhat.com/editorial/tracy-shouldice-ep06](https://planhat.com/editorial/tracy-shouldice-ep06)
- [docs.planhat.com/security](https://docs.planhat.com/security)
- [docs.planhat.com/developers](https://docs.planhat.com/developers)
- [support.planhat.com/en](https://support.planhat.com/en)
- [planhat.com/editorial/tagger-by-sprout-social-ep03](https://planhat.com/editorial/tagger-by-sprout-social-ep03)
- [planhat.com/features](https://planhat.com/features)
- [planhat.com/editorial/natilik](https://planhat.com/editorial/natilik)
- [planhat.com/integrations](https://planhat.com/integrations)
- [planhat.com/editorial/account-reviews](https://planhat.com/editorial/account-reviews)
- [planhat.com/editorial/ai-for-commercial-teams](https://planhat.com/editorial/ai-for-commercial-teams)
- [planhat.com/editorial/mcp-demonstration](https://planhat.com/editorial/mcp-demonstration)
- [planhat.com/editorial/scaled-customer-success-02](https://planhat.com/editorial/scaled-customer-success-02)
- [planhat.com/editorial/scaled-customer-success-01](https://planhat.com/editorial/scaled-customer-success-01)
- [planhat.com/events/builders-hour-ai-mar2026](https://planhat.com/events/builders-hour-ai-mar2026)
- [planhat.com/events/builders-hour-ai-dec-2025](https://planhat.com/events/builders-hour-ai-dec-2025)
- [planhat.com/events/planhat-ai-builders-hour-1025](https://planhat.com/events/planhat-ai-builders-hour-1025)
- [planhat.com/editorial/theme/ai](https://planhat.com/editorial/theme/ai)
- [help.planhat.com/en/collections/10960717-home-features](https://help.planhat.com/en/collections/10960717-home-features)
- [help.planhat.com/en/articles/12918981-share-portals-with-your-customers-from-within-your-own-application](https://help.planhat.com/en/articles/12918981-share-portals-with-your-customers-from-within-your-own-application)
- [help.planhat.com/en/articles/10534804-intro-to-planhat-for-new-users](https://help.planhat.com/en/articles/10534804-intro-to-planhat-for-new-users)
- [help.planhat.com/en/articles/14021349-task-start-date-and-due-date](https://help.planhat.com/en/articles/14021349-task-start-date-and-due-date)
- [planhat.com/developers/api/company](https://planhat.com/developers/api/company)
- [planhat.com/editorial/theme/testimonial](https://planhat.com/editorial/theme/testimonial)
- [planhat.com/editorial/contributors/tracy-shouldice](https://planhat.com/editorial/contributors/tracy-shouldice)
- [docs.planhat.com/developers/api/introduction](https://docs.planhat.com/developers/api/introduction)
- [planhat.com/pricing](https://planhat.com/pricing)
- [planhat.com/features](https://planhat.com/features)
- [planhat.com/customers/saas](https://planhat.com/customers/saas)
- [planhat.com/editorial/working-effectively-as-i-try-to-be-successful](https://planhat.com/editorial/working-effectively-as-i-try-to-be-successful)
- [help.planhat.com/en/articles/12708387-the-planhat-dojo](https://help.planhat.com/en/articles/12708387-the-planhat-dojo)
- [planhat.com/security](https://planhat.com/security)
- [planhat.com/about](https://planhat.com/about)
- [planhat.com/adp](https://planhat.com/adp)
- [planhat.com/contact](https://planhat.com/contact)
- [planhat.com/editorial/theme/demonstration](https://planhat.com/editorial/theme/demonstration)
- [help.planhat.com/en](https://help.planhat.com/en)
- [support.planhat.com/](https://support.planhat.com/)
- [planhat.com/developers](https://planhat.com/developers)
- [planhat.com/integrations](https://planhat.com/integrations)

## Who uses it

- industry
- we

Named on planhat.com.

## Customer stories on its website

- [of: of case study](https://planhat.com/customers/saas)

Links to the vendor's own pages. Results aren't repeated here until each one is checked against its page.

## Security and compliance

No security details published

---
Check the vendor's own site before relying on a detail. Corrections: directory@successbycs.com. Profile page: https://vendors.successbycs.com/vendors/planhat
