Planhat has become a go-to choice for many businesses looking for a customer success platform, thanks to its comprehensive features like robust analytics, seamless integrations, and an intuitive user interface. It’s designed to help companies understand their customers better, drive engagement, and ultimately, boost retention rates.

However, even the best tools might not fit every business perfectly. Maybe you're working with a tight budget and need a more cost-effective solution. Or perhaps you’re looking for specific features that address your unique business needs more closely. Whatever the reason, exploring alternatives to Planhat can help you find a tool that aligns better with your requirements.

Without further ado, let’s explore some top-notch alternatives to Planhat, highlighting what sets each one apart and its unique feature set.

1. Softr

G2: 4.8/5 | 354 reviews

Capterra: 4.7/5 | 60 reviews

Softr Overview

Softr is a no-code platform that allows businesses to build powerful web apps and internal tools without writing a single line of code. With over 70 pre-built templates and an accessible drag-and-drop interface, it's great for CS teams looking to create custom solutions quickly and efficiently.

Softr Pricing

• Free plan (up to 5 internal and 100 external app users, 1 custom domain, and 5 workspace collaborators)
• Basic: $49/month (up to 10 internal and 1000 external app users, embeddable Softr apps, and custom CSS/JS)
• Professional: $139/month (up to 50 internal and 5000 external app users, 10 workspace collaborators, whitelabel, and Charts, Calendar, Inbox and Kanban views)
• Business: $269/month (up to 100 internal and 10000 external app users, 15 workspace collaborators, and Org chart, Timeline views, and SMS login)
• Enterprise: Custom pricing (includes SSO, dedicated success manager, team training and custom invoicing)

Softr vs. Planhat

While Planhat excels in customer success management through analyzing customer insights, Softr offers a different kind of flexibility and functionality that makes it a great Planhat alternative. Softr is ideal for businesses that need to create a more bespoke customer success tool. It provides a level of customization and ease of use that Planhat doesn’t focus on, making it a versatile alternative for companies needing more tailored solutions than Planhat offers.

Softr is also much cheaper, and can build internal and external-facing applications. It supports more native integrations and offers more robust customer support, as well.

Softr Features

• No-code web app builder with over 100 pre-built blocks
• Client portals to streamline customer interactions
• Integrations to your existing tools and services
• Custom form builder
• Dynamic search with filters and sorting
• Account management for separate log-ins
• Payment processing
• Responsive design that looks good on any device

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2. ChurnZero

G2: 4.7/5 | 1,266 reviews

Capterra: 4.7/5 | 128 reviews

ChurnZero Overview

ChurnZero is a customer success platform designed to help B2B SaaS companies (as their name would imply) reduce churn and improve customer retention. It bolsters proactive customer success strategies through its real-time customer health scores, automated workflows, and predictive analytics.

ChurnZero Pricing

According to Capterra, ChurnZero’s pricing starts at $12,000 per year. You’ll have to reach out to the ChurnZero team for a customized quote.

ChurnZero vs. Planhat

ChurnZero focuses heavily on churn reduction and real-time customer insights. Compared to Planhat, ChurnZero provides more immediate data and proactive tools to address potential churn risks. This real-time approach makes ChurnZero particularly well-suited for SaaS companies that need to react quickly to changing customer dynamics, empowered by automation.

ChurnZero Features

• Real-time customer health scores and detailed analytics
• Launchpad, best-practices template library
• Predictive risk analysis
• Detailed renewal forecasting
• Customer Success AI
• Automated customer communications
• Proactive alerts for churn risks
• Customer segmentation
• Integrations

3. ClientSuccess

G2: 4.4/5 | 417 reviews

Capterra: 4.2/5 | 17 reviews

ClientSuccess Overview

ClientSuccess is perfect for small CS teams that want to keep things simple. It's like a high-tech walkie-talkie for your customer success crew, helping you stay on top of tasks, communications, and keeping your customers in the loop.

ClientSuccess Pricing

ClientSuccess employs a tiered pricing structure:

• Startup Package, well-suited for early-stage startups or smaller businesses
• Growth Package, designed for SMB to Mid-market organizations
• Enterprise Package, for large organizations
  

According to Capterra, pricing for ClientSuccess starts at $15,000 per year.

Contact the ClientSuccess team directly for a custom quote.

ClientSuccess vs. Planhat

While Planhat is well-known for its robust analytics and seamless integrations, ClientSuccess shines with its user-friendly interface and strong focus on relationship management. ClientSuccess offers detailed customer health scoring and a streamlined approach to managing customer interactions, making it an excellent alternative for businesses seeking a more straightforward, relationship-centric customer success tool.

ClientSuccess is a good option for smaller teams with a focus on task management and communication. It lacks more advanced features like customer health scores and deep data analysis.

ClientSuccess Features

• Insights and analytics, including renewal management, customer health scores, customer sentiment insights, and more.
• Customer success playbooks for standardized best practices
• SmartCS for AI-powered CS insights and actions
• Customer journey mapping with intelligent, prescriptive recommendations
• Customer onboarding and portal with in-app messaging

4. Totango

G2: 4.3/5 | 920 reviews

Capterra: 3.9/5 | 26 reviews

Totango Overview

Totango is another big player in the customer success world. It's like a customer health gym, packed with features to track customer health, centralize customer data, and even create personalized success plans.

Totango Pricing

Totango offered three tiers of pricing:

• Starter: Includes 2 users, 500 customer accounts, 1 team, 2,000 emails per month and single account hierarchy
• Enterprise: Includes 10 users, 2000 customer accounts, 5 teams, multi-dimensional health, hierarchical account structure, 10,000 emails per month, and more.
• Premier: Includes 20 users + 3 viewer seats, unlimited teams, 10,000 customer accounts, 1 development instance, a designated enterprise CSM and 10,000 opportunity records.

Contact the Totango team for a quote on their pricing.

Totango vs. Planhat

Totango stands out with its focus on personalized customer experiences and advanced segmentation capabilities. While Planhat provides a solid foundation for customer success management, Totango offers more tailored customer engagement strategies and data-driven insights. This makes Totango a strong choice for businesses looking to enhance customer relationships by nurturing targeted, personalized experiences.

Totango Features

• Actionable customer 360 for a view of the entire customer lifecycle, with real-time customer health scores
• Automated lifecycle management and playbooks
• Customer segmentation for filtered views of customer behavior
• Assign tasks and touchpoints to communicate more effectively with customers
• Alerts and notifications
• Executive console
• Integrations with your CRMs and other tools

5. Gainsight CS

G2: 4.4/5 | 1,435 reviews

Capterra: 4.4/5 | 48 reviews

Gainsight Overview

Gainsight is a heavyweight champion in the customer success ring. It's got all the fancy features you can imagine, from in-depth customer health tracking to advanced segmentation tools.

Gainsight Pricing

Gainsight offers two plans for its customer success product: Essentials and Enterprise.

Both plans include:

• AI insights and automations
• Customer 360
• Playbooks and success plans
• Dashboards
• Health scorecards
• Surveys
• Digital journeys
• Unlimited viewer licenses
  

But only Enterprise plans include company news, renewal and expansion forecasting, organizational mapping and sponsor tracking.

Essentials includes 10 full users, with 100 customers per user, while Enterprise includes 20 full users, with 300 customers per user.

Contact the Gainsight team to request exact pricing.

Gainsight vs. Planhat

Gainsight and Planhat both focus on customer success, but Gainsight offers more extensive analytics and health scoring capabilities. Gainsight provides deeper, more actionable insights and a wider range of features, specifically in advanced automation, making it a strong contender for businesses looking to level up their customer success strategies.

Gainsight Features

• Customer health scores
• Customer segmentation
• Customer journey mapping
• Customer engagement tracking across multiple touchpoints
• Playbooks
• Advanced analytics for trends, churn prediction, and retention metrics

Which Planhat alternative is right for you?

Planhat is a popular customer success software, but that doesn’t mean it offers the right solution for every business. Ultimately, the right tool for you will depend on your business needs, including your budget and IT resources.

Softr is a great alternative to Planhat that’s more customizable, cheaper, and easier to work with, without relying on developers.

You can get started with Softr for completely free today, and build your first web app in minutes; Just click “Sign up for free” below.