Planhat vs Salesforce
Last updated October 2026
Looking for a European alternative to Salesforce? Here's how Planhat compares, on EU hosting, GDPR and what it does.
Our pick for a European buyer: Planhat. We weight data residency, GDPR and EU jurisdiction above everything else — that is the constraint this directory exists to solve.
What it is
Customer success platform with CRM, automation and EU hosting
Cloud-based CRM platform for sales, service, marketing, and more.
Headquarters
🇸🇪 SE
🇺🇸 US · 1999
EU data residency
Yes, for all customers
Available on some plansEU data residency available in Frankfurt on request or specific plans.
DSGVO / GDPR
Yes
Yes
Certifications
ISO/IEC 27001:2022, SOC 2 Type II
ISO 27001, BSI C5
Price from
No
No
Free plan
No
No
Open Source
No
No
Integrations
Salesforce, HubSpot, Pipedrive, Slack, Microsoft Teams +37
Slack, Microsoft Teams, Google Workspace, DocuSign, QuickBooks +3
Where each one wins
Planhat
Strengths
- +360-degree account visibility with interactions, usage, health, renewals and risks in one place
- +Playbooks and automation for onboarding, renewals and churn-risk workflows
- +Customizable fields, health scores, views and dashboards tailored to team roles
- +Responsive support and onboarding guidance for workflow design
- +Clear and visually appealing interface once familiar with the system
- +Competitive value compared to heavier enterprise alternatives
- +Efficient setup process noted by some users
Limitations
- −Steep learning curve and setup effort for advanced features, filters and workflows
- −Advanced reporting and analytics less intuitive with limited graph options
- −Data model friction requiring extra automations to move properties between objects
Salesforce
Strengths
- +Highly scalable for enterprises
- +Extensive customization options
- +Strong ecosystem with AppExchange
- +Reliable uptime and performance
Limitations
- −Steep learning curve for new users
- −High cost for small businesses
- −Complex setup and configuration
- −Limited transparency in subprocessors
Data residency & compliance
Planhat
Salesforce
EU data residency
Yes, for all customers
Available on some plansEU data residency available in Frankfurt on request or specific plans.
Transfer mechanism
Not required — data stays in the EU
Standard Contractual Clauses
Certifications
ISO/IEC 27001:2022, SOC 2 Type II
ISO 27001, BSI C5
Features
Planhat
- Data
- Unified Data Model, Time-series metrics, Data Explorer for filtering and charting CRM and time-series data
- Intelligence
- Conversational AI for sentiment and topic classification of emails, chats, and call transcripts, AI steps in automations, Pi agent for querying records and creating or updating records, automations, and shareable artifacts, Support for connecting your own LLM
- Collaboration
- Customer portals for shared customer work, Personalized workspaces, Configurable pages
- Action
- Templated and custom automations, Workflows, Tasks and project management, Email and calendar integrations
- Governance
- Granular role- and field-level permissions, SSO, including SAML 2.0, Audit logs for logins, field changes, workflow executions, and AI or automation actions
Salesforce
- Core CRM
- Lead and opportunity management, Contact and account tracking, Customizable dashboards, Activity and task automation
- Data & Security
- Role-based access control, Field-level encryption, Audit trails, Compliance with GDPR
- Integration & Extensibility
- REST and SOAP APIs, AppExchange marketplace, Custom objects and fields, Third-party app integrations
- Analytics & Reporting
- Custom report builder, Real-time analytics, Forecasting tools, AI-driven insights
- Collaboration
- Chatter for team communication, File and document sharing, Mobile access, Team workspaces