Planhat
🇸🇪 SE
Customer success platform with CRM, automation and EU hosting
Features
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
Integrations
- Salesforce, HubSpot, Pipedrive
- Slack, Microsoft Teams, Gmail, Outlook, Google Calendar, Outlook Calendar
- Gong, Fathom, Fireflies, Jiminny, Ringover, Aircall
- Zendesk, Intercom, Freshdesk, Help Scout
- Pendo, Mixpanel, Amplitude, Segment, PostgreSQL, Snowflake, BigQuery
- Anthropic, OpenAI, Azure OpenAI, Gemini
- AWS S3, Microsoft OneDrive, Google Drive, Google Cloud, Stitch
- LearnUpon, Delighted, Satismeter, Mailchimp, Zapier, Apideck, Jira
Pricing
Pricing is quote-based and not publicly disclosed.
EU Trust Profile
What we verified against public sources, last checked 2026-10-23. Every point links to its evidence.
- Evidence →EU data residency
Customers can choose EU-only, US-only, or a combination of both regions for data hosting, backups, and disaster recovery.
- Evidence →Data Processing Agreement (DPA)
Publicly available Customer Data Processing Agreement based on EU standard contractual clauses.
- Evidence →Public sub-processor list
Maintained list of authorized sub-processors, including infrastructure, functionality, and support providers.
- Evidence →Trust center / security page
Centralized trust portal with certifications, compliance documents, and security reports.
- Evidence →ISO 27001ISMS certified to ISO/IEC 27001:2022
- Evidence →SOC 2SOC 2 Type II
- Evidence →Documented data exportExcel
Documented in-app and API-based export functionality for records and metrics.
We list only what we could verify against a public source on the check date. A point that is absent was not established either way — it is not a finding against the vendor. The vendor's own information prevails.
Work at Planhat?
This badge is free for every vendor we list and has no bearing on the order of any list. It is issued on the basis of a verified European headquarters (SE) and the compliance points we checked against public sources — the date on it is the date we last checked.
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Reviews
Recurring themes, synthesized from public reviews across portals.
What users value
- 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
Where users see room to improve
- · 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
Integrations
Planhat: frequently asked questions
- Which tools does Planhat integrate with?
- Planhat connects with Salesforce, HubSpot, Pipedrive, Slack, Microsoft Teams, Gmail, Outlook and Google Calendar, plus 34 more integrations we found.
- Where does Planhat store its data?
- Customers can choose EU-only, US-only, or a combination of both regions for data hosting, backups, and disaster recovery. Publicly available Customer Data Processing Agreement based on EU standard contractual clauses.
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Feature, pricing and integration details are based on web research (as of 2026-10-23), without guarantee, errors are possible. The vendor's website prevails.