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Compare Insider One and Planhat 
Featured Products
At a Glance
Market Segments
Mid-Market (45.5% of reviews)
Mid-Market (60.9% of reviews)
Entry-Level Pricing
No pricing available
Custom
Insider One
Star Rating
(1,262)4.8 out of 5
Market Segments
Mid-Market (45.5% of reviews)
Pros & Cons
Entry-Level Pricing
No pricing available
Free Trial is available
Learn more about Insider OnePlanhat
Star Rating
(882)4.5 out of 5
Market Segments
Mid-Market (60.9% of reviews)
Pros & Cons
Entry-Level Pricing
Custom
Learn more about PlanhatSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- G2 reviewers report that Insider One excels in user satisfaction, reflected in its higher overall score and star rating. Users appreciate the platform's ability to create tailored experiences, such as designing high-performing WhatsApp journeys that cater to different customer segments.
- Users say that Planhat offers a clean and intuitive interface, making it easy to track customer health and manage accounts. Reviewers highlight the customizable dashboards that provide quick insights into renewal risks, which is particularly beneficial for mid-market companies.
- According to verified reviews, Insider One stands out for its rapid implementation and responsive technical support. Users have praised the ongoing guidance and recommendations from their account managers, which enhances the overall experience and effectiveness of the platform.
- Reviewers mention that while Planhat has made significant updates, some users still find it challenging to match their specific workflow needs. This can lead to configuration difficulties, which may impact the overall user experience for some teams.
- G2 reviewers highlight the superior quality of support provided by Insider One, with many users noting the platform's reactivity and the helpfulness of the support team. This level of assistance contributes to a smoother day-to-day operation compared to Planhat.
- Users report that both platforms serve the mid-market well, but Insider One's advanced features, such as predictive modeling and content marketing capabilities, receive higher ratings. This makes it a more attractive option for businesses looking to leverage data-driven marketing strategies.
Pricing
Entry-Level Pricing
Insider One
No pricing availablePlanhat
From Start-up to Enterprise
Custom
Planhat is priced to fit your company size. You can view details here: https://www.planhat.com/pricing/
Free Trial
Insider One
Free Trial is available
Planhat
No trial information availableRatings
Meets Requirements
9.4
1,141
8.6
734
Ease of Use
9.4
1,153
8.3
741
Ease of Setup
9.0
611
7.5
498
Ease of Admin
9.1
311
8.2
445
Quality of Support
9.6
1,138
9.2
713
Has the product been a good partner in doing business?
9.5
312
9.3
441
Product Direction (% positive)
9.8
1,095
9.2
684
Features by Category
Sales Force Automation
Not enough data
8.4
27
Not enough data
7.5
25
Not enough data
7.4
24
Not enough data
8.3
27
Not enough data
6.7
24
Not enough data
8.6
25
Not enough data
7.0
23
Not enough data
6.2
24
Not enough data
6.4
24
Marketing Automation
Not enough data
7.2
26
Not enough data
6.7
26
Not enough data
5.9
25
Not enough data
5.3
25
Customer Support
Not enough data
7.2
27
Not enough data
7.0
27
Not enough data
7.3
27
Not enough data
5.8
24
Not enough data
6.3
24
Reporting & Analytics
Not enough data
7.6
28
Not enough data
7.4
29
Not enough data
7.0
26
Mobile & Social
Not enough data
6.2
24
Not enough data
5.6
23
Not enough data
5.0
23
Platform
Not enough data
8.7
52
Not enough data
8.2
51
Not enough data
8.6
51
Not enough data
7.4
48
Not enough data
5.6
44
Not enough data
6.7
46
Not enough data
8.2
49
Not enough data
7.1
46
Integration
Not enough data
7.7
40
Not enough data
7.8
40
Not enough data
7.4
38
Generative AI
Not enough data
7.0
18
Agentic AI - CRM
Not enough data
6.1
17
Not enough data
6.4
17
Not enough data
6.5
17
Not enough data
5.9
17
Not enough data
6.5
16
Not enough data
6.1
16
Not enough data
6.0
16
Email Marketing
9.6
512
Not enough data
9.6
491
Not enough data
9.6
494
Not enough data
9.6
435
Not enough data
Online Marketing
Feature Not Available
Not enough data
9.6
531
Not enough data
9.6
546
Not enough data
9.5
535
Not enough data
Feature Not Available
Not enough data
Lead Management
9.5
505
Not enough data
9.5
503
Not enough data
9.6
550
Not enough data
Feature Not Available
Not enough data
9.5
482
Not enough data
9.5
447
Not enough data
9.5
486
Not enough data
9.6
470
Not enough data
Campaign Management
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Social
Feature Not Available
Not enough data
9.4
441
Not enough data
9.4
452
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Reporting & Analytics
9.4
532
Not enough data
9.4
527
Not enough data
9.4
521
Not enough data
9.4
518
Not enough data
9.2
421
Not enough data
Platform
9.5
528
Not enough data
9.5
278
Not enough data
9.6
507
Not enough data
9.5
444
Not enough data
9.4
449
Not enough data
9.5
490
Not enough data
9.4
430
Not enough data
Agentic AI - Marketing Automation
8.9
25
Not enough data
8.9
25
Not enough data
8.9
25
Not enough data
8.8
25
Not enough data
8.8
25
Not enough data
8.8
24
Not enough data
Integration
9.4
499
Not enough data
9.4
498
Not enough data
9.4
460
Not enough data
Customer Information
Not enough data
8.6
555
|
Verified
Not enough data
8.8
549
|
Verified
Not enough data
8.8
560
|
Verified
Not enough data
8.2
545
|
Verified
Not enough data
8.5
512
|
Verified
Not enough data
8.0
489
|
Verified
Not enough data
7.2
420
|
Verified
Predictions
Not enough data
7.9
493
|
Verified
Not enough data
7.4
431
|
Verified
Not enough data
8.3
493
|
Verified
Not enough data
6.6
348
|
Verified
Platform
Not enough data
8.3
544
|
Verified
Not enough data
8.1
516
|
Verified
Not enough data
8.2
489
|
Verified
Not enough data
8.5
496
|
Verified
Not enough data
8.2
520
|
Verified
Not enough data
8.6
517
|
Verified
Not enough data
8.8
508
|
Verified
Not enough data
8.9
475
|
Verified
Not enough data
8.5
518
|
Verified
Not enough data
8.8
519
|
Verified
Generative AI
Not enough data
6.1
170
Not enough data
6.2
173
Agentic AI - Customer Success
Not enough data
6.3
98
Not enough data
6.7
98
Not enough data
6.8
101
Not enough data
6.5
97
Not enough data
6.2
98
Billing and Payments
Not enough data
7.9
80
Not enough data
7.6
68
Not enough data
7.5
74
Revenue Recognition
Not enough data
8.2
97
Not enough data
7.0
69
Not enough data
7.5
74
Revenue Optimization
Not enough data
8.1
103
Not enough data
7.4
78
Not enough data
8.2
106
Not enough data
7.8
92
Visitor Behavior
9.5
582
Not enough data
9.6
600
Not enough data
9.5
545
Not enough data
Templates
9.5
561
Not enough data
9.5
605
Not enough data
9.6
598
Not enough data
Personalization
9.6
590
Not enough data
9.5
577
Not enough data
9.6
587
Not enough data
9.4
521
Not enough data
9.5
571
Not enough data
9.6
573
Not enough data
9.6
598
Not enough data
9.6
586
Not enough data
Multichannel
9.6
590
Not enough data
9.5
526
Not enough data
9.6
588
Not enough data
Administration
9.6
582
Not enough data
9.4
601
Not enough data
9.5
577
Not enough data
9.4
579
Not enough data
Agentic AI - E-Commerce Personalization
8.3
20
Not enough data
8.2
20
Not enough data
Product Analytics
Not enough data
8.6
81
Not enough data
8.2
81
Not enough data
8.9
77
Not enough data
7.7
66
Not enough data
8.4
79
Not enough data
8.3
67
Not enough data
8.3
75
Not enough data
8.5
81
Agentic AI - Product Analytics
Not enough data
6.5
19
Not enough data
7.0
18
Not enough data
6.2
17
Not enough data
6.6
18
Segmentation
9.7
602
Not enough data
9.6
582
Not enough data
Targeting
9.6
595
Not enough data
9.6
565
Not enough data
Triggered Content
9.5
503
Not enough data
9.5
500
Not enough data
9.7
554
Not enough data
Personalized Content
9.6
540
Not enough data
9.6
518
Not enough data
9.6
578
Not enough data
Agentic AI - Personalization Engines
8.8
14
Not enough data
8.9
15
Not enough data
9.0
16
Not enough data
8.9
15
Not enough data
8.9
15
Not enough data
9.0
16
Not enough data
Text Messaging
9.6
86
Not enough data
9.4
80
Not enough data
9.5
81
Not enough data
9.4
82
Not enough data
9.4
86
Not enough data
9.4
84
Not enough data
9.5
87
Not enough data
9.4
82
Not enough data
SMS Platform
9.4
85
Not enough data
9.5
86
Not enough data
9.3
80
Not enough data
Feature Not Available
Not enough data
9.3
86
Not enough data
9.3
85
Not enough data
Agentic AI - SMS Marketing
8.9
21
Not enough data
8.8
21
Not enough data
8.7
21
Not enough data
8.8
21
Not enough data
8.8
22
Not enough data
8.6
22
Not enough data
Data Sourcing
9.5
583
|
Verified
8.2
181
9.5
571
|
Verified
8.4
175
9.6
378
6.4
139
9.5
600
|
Verified
7.3
141
Intelligence
9.4
606
|
Verified
6.3
121
9.5
576
|
Verified
6.5
129
9.6
567
|
Verified
6.5
124
Sales Team
Not enough data
7.7
89
Not enough data
7.3
88
Not enough data
8.0
108
Intelligence
Not enough data
7.6
99
Not enough data
7.4
89
Not enough data
7.2
86
Mapping
Not enough data
6.9
84
Not enough data
8.2
99
Agentic AI - Customer Revenue Optimization
Not enough data
7.0
28
Not enough data
7.3
28
Not enough data
7.0
28
Not enough data
7.3
28
Not enough data
6.7
27
Not enough data
7.2
29
Platform Basics
Not enough data
8.0
166
Not enough data
7.9
151
Not enough data
8.2
146
Not enough data
7.7
132
Not enough data
7.8
137
Agentic AI - Customer Journey Mapping
Not enough data
6.4
36
Content
Not enough data
7.2
122
Not enough data
6.8
102
Not enough data
5.7
97
Not enough data
6.2
93
Not enough data
7.1
108
Collaboration
Not enough data
6.5
103
Not enough data
6.3
100
Not enough data
8.0
124
Not enough data
8.0
139
Not enough data
7.3
104
Not enough data
4.7
85
Platform Basics
9.5
656
|
Verified
Not enough data
9.5
655
|
Verified
Not enough data
Platform Data
9.4
639
|
Verified
Not enough data
9.4
617
|
Verified
Not enough data
9.3
652
|
Verified
Not enough data
9.3
619
Not enough data
Platform Additional Functionality
9.5
623
|
Verified
Not enough data
9.5
618
|
Verified
Not enough data
9.4
606
Not enough data
Agentic AI - Customer Journey Analytics
8.7
36
Not enough data
8.6
35
Not enough data
8.6
34
Not enough data
8.7
33
Not enough data
Search Setup
9.5
57
Not enough data
9.6
58
Not enough data
9.5
56
Not enough data
9.6
54
Not enough data
Product Discovery
9.7
61
Not enough data
9.6
59
Not enough data
9.5
59
Not enough data
9.6
53
Not enough data
9.7
57
Not enough data
Integration
9.6
61
Not enough data
9.7
55
Not enough data
9.6
57
Not enough data
Onboarding Setup
Not enough data
8.6
252
Not enough data
8.1
256
Not enough data
8.6
258
Project Tracking
Not enough data
8.2
235
Not enough data
7.7
201
Not enough data
8.0
211
Not enough data
8.4
254
Not enough data
7.9
208
Customer Engagement
Not enough data
7.8
229
Not enough data
8.0
224
Not enough data
7.4
213
Not enough data
8.3
229
Not enough data
8.1
233
WhatsApp Messaging - WhatsApp Marketing
9.4
50
Not enough data
9.5
54
Not enough data
9.5
50
Not enough data
9.5
51
Not enough data
9.5
49
Not enough data
9.2
49
Not enough data
WhatsApp Business Platform - WhatsApp Marketing
9.6
51
Not enough data
9.5
49
Not enough data
9.4
48
Not enough data
9.3
47
Not enough data
Customization - AI Agent Builders
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Functionality - AI Agent Builders
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Data and Analytics - AI Agent Builders
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Integration - AI Agent Builders
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Conversational AI - Conversational Commerce Platforms
8.3
16
Not enough data
8.7
13
Not enough data
8.2
15
Not enough data
Feature Not Available
Not enough data
8.2
14
Not enough data
Platform integration - Conversational Commerce Platforms
8.6
15
Not enough data
8.1
15
Not enough data
Feature Not Available
Not enough data
8.0
14
Not enough data
Analytics and Reporting - Conversational Commerce Platforms
Feature Not Available
Not enough data
8.7
13
Not enough data
Agentic AI - Personalization
8.8
33
Not enough data
8.8
32
Not enough data
8.7
32
Not enough data
8.6
31
Not enough data
8.8
32
Not enough data
8.7
33
Not enough data
Analysis
9.3
625
Not enough data
9.4
697
Not enough data
9.3
558
|
Verified
Not enough data
9.4
603
|
Verified
Not enough data
Campaigns
9.4
581
|
Verified
Not enough data
9.7
700
|
Verified
Not enough data
9.4
487
Not enough data
9.2
487
Not enough data
9.6
574
|
Verified
Not enough data
9.6
660
|
Verified
Not enough data
Engagement
9.6
628
Not enough data
Platform
9.6
676
Not enough data
9.4
627
|
Verified
Not enough data
9.5
548
Not enough data
Agentic AI - Mobile Marketing
9.1
32
Not enough data
9.0
31
Not enough data
9.0
31
Not enough data
9.0
30
Not enough data
9.0
30
Not enough data
9.0
31
Not enough data
Functionality
Not enough data
7.6
54
Not enough data
7.4
50
Not enough data
7.5
46
Not enough data
7.2
49
Not enough data
7.2
54
Management
Not enough data
8.1
61
Not enough data
8.3
61
Not enough data
7.2
48
Not enough data
8.2
63
Not enough data
8.1
49
Generative AI
Not enough data
6.4
31
Not enough data
6.6
31
Categories
Categories
Shared Categories
Insider One and Planhat are categorized as Customer Data Platform (CDP)
Unique Categories
Planhat is categorized as Client Portal, Customer Journey Mapping, Customer Revenue Optimization, Product Analytics, Subscription Revenue Management, Customer Success, CRM, Data Quality, AI Agent Builders, and Client Onboarding
Reviews
Reviewers' Company Size
Insider One
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Planhat
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Retail
26.3%
Apparel & Fashion
10.2%
Cosmetics
4.0%
Food & Beverages
3.8%
Marketing and Advertising
3.7%
Other
52.0%
Computer Software
37.7%
Information Technology and Services
18.4%
Marketing and Advertising
7.9%
Education Management
2.5%
E-Learning
2.3%
Other
31.2%
Alternatives
Discussions
How effective is the tool at new acquisition and driving traffic to website?
3 Comments
CS
Very effective with the direct integration into Ad Managers, like Facebook & Google. Using AI to create powerful segments to find new users. Awesome work. Read more
Is it possible for insider future development to reduce the setup process?
1 Comment
DM
We are constantly aiming to make the setup easier and faster for our customers. Based on our user's ratings on G2, we offer the fastest time to value and...Read more
how do i experiment using insider with internal RFM analytic?
1 Comment
NM
Hello Imam,
Insider's RFM Analytic method enables you to analyze a user's past transaction data and create different segment groups based on their purchase...Read more
How long did it take to implement?
2 Comments
PB
6 weeks or so, but most of my time was spent organising our data rather than customising PH itself so it depends on what sort of state your data is in.Read more
What's the best way to manage crossell opportunities on planhat?
1 Comment
Official Response from Planhat
Hi Pedro,
Thanks for your question!
There are several ways to manage cross-sale opportunities in Planhat. Firstly, intelligent triggers and alerts can...Read more
How can I, launch two simultaneos NPScampaings
1 Comment
Official Response from Planhat
Hi Matheus, your CSM will be in touch shortly and help you to set it up :)
Read more
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