Compare Planhat and Spotler CRM 
Featured Products
At a Glance
Market Segments
Mid-Market (61.0% of reviews)
Small-Business (89.1% of reviews)
Entry-Level Pricing
Custom
$0 per month
Planhat
Star Rating
(885)4.5 out of 5
Market Segments
Mid-Market (61.0% of reviews)
Pros & Cons
Entry-Level Pricing
Custom
Learn more about PlanhatSpotler CRM
Star Rating
(146)4.4 out of 5
Market Segments
Small-Business (89.1% of reviews)
Pros & Cons
Entry-Level Pricing
$0 per month
Browse all 4 pricing plansSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- G2 reviewers report that Spotler CRM excels in user-friendliness, with many users appreciating its clean and intuitive interface. This simplicity makes it easy for teams to onboard new members quickly, as highlighted by feedback on its straightforward navigation.
- Users say that Planhat offers strong customization options, particularly in its dashboards, which allow for easy tracking of customer health and renewal risks. Reviewers have noted that this feature enhances visibility and helps in managing accounts effectively.
- According to verified reviews, Spotler CRM stands out for its ease of setup, with users praising the quick implementation process. Many have found it to be much easier to set up compared to other CRMs, which can often be a hurdle for new users.
- Reviewers mention that while Planhat provides a robust platform for account management, some users have experienced challenges with its lead management capabilities, which are rated lower compared to Spotler CRM's offerings in this area.
- Users highlight the quality of support from Spotler CRM, noting that the support team is consistently helpful and responsive. This level of customer service is a significant advantage for users who may need assistance during their daily operations.
- G2 reviewers indicate that while both products have strong performance metrics, Spotler CRM's overall satisfaction ratings are slightly higher, suggesting that users feel more positively about their experience with the software compared to Planhat.
Pricing
Entry-Level Pricing
Planhat
From Start-up to Enterprise
Custom
Planhat is priced to fit your company size. You can view details here: https://www.planhat.com/pricing/
Spotler CRM
Free
$0
per month
Free forever!
- Two Users
- 100 Company Records
- Unlimited Contacts
Free Trial
Planhat
No trial information availableSpotler CRM
Free Trial is available
Ratings
Meets Requirements
8.6
735
8.4
124
Ease of Use
8.3
742
8.9
126
Ease of Setup
7.5
499
9.0
64
Ease of Admin
8.2
445
9.0
65
Quality of Support
9.2
714
9.0
118
Has the product been a good partner in doing business?
9.3
441
9.1
62
Product Direction (% positive)
9.2
685
8.5
127
Features by Category
Sales Force Automation
8.4
28
8.8
95
|
Verified
7.5
25
9.0
8
7.4
24
8.4
78
|
Verified
8.2
28
8.5
95
|
Verified
6.7
24
8.0
34
|
Verified
8.6
25
7.6
52
|
Verified
7.0
23
8.1
36
|
Verified
6.2
24
8.1
31
|
Verified
6.5
25
8.6
51
Marketing Automation
7.3
27
7.7
41
|
Verified
6.7
26
7.7
37
|
Verified
5.9
25
8.5
51
|
Verified
5.3
25
7.6
29
|
Verified
Customer Support
7.2
27
8.7
44
|
Verified
7.0
28
8.7
45
|
Verified
7.4
28
8.7
36
|
Verified
5.8
24
8.4
32
|
Verified
6.3
24
8.5
37
|
Verified
Reporting & Analytics
7.6
29
8.2
77
|
Verified
7.4
29
8.7
85
|
Verified
7.0
26
8.4
50
|
Verified
Mobile & Social
6.2
24
7.6
7
5.6
23
7.6
7
5.0
23
8.0
41
|
Verified
Platform
8.7
52
8.5
40
|
Verified
8.2
51
8.8
7
8.6
51
8.7
40
|
Verified
7.4
48
7.9
18
|
Verified
5.6
44
8.2
13
|
Verified
6.7
46
8.5
23
|
Verified
8.2
49
9.2
42
|
Verified
7.1
46
8.3
25
Integration
7.7
40
8.2
35
|
Verified
7.8
40
7.8
17
|
Verified
7.4
38
7.4
15
|
Verified
Generative AI
7.0
18
Not enough data
Agentic AI - CRM
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
Not enough data
Ticket and Case Management
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Generative AI
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Help Desk
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Communication Channels
Not enough data
Feature Not Available
Not enough data
Not enough data
Not enough data
Feature Not Available
Not enough data
Not enough data
Not enough data
Not enough data
Platform
Not enough data
Not enough data
Not enough data
Feature Not Available
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Customer Information
8.6
556
|
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
513
|
Verified
Not enough data
8.0
489
|
Verified
Not enough data
7.2
420
|
Verified
Not enough data
Predictions
7.9
494
|
Verified
Not enough data
7.4
431
|
Verified
Not enough data
8.3
493
|
Verified
Not enough data
6.6
348
|
Verified
Not enough data
Platform
8.3
545
|
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
521
|
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
520
|
Verified
Not enough data
Generative AI
6.1
170
Not enough data
6.2
173
Not enough data
Agentic AI - Customer Success
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
Not enough data
Billing and Payments
7.9
80
Not enough data
7.6
68
Not enough data
7.5
74
Not enough data
Revenue Recognition
8.2
97
Not enough data
7.0
69
Not enough data
7.5
74
Not enough data
Revenue Optimization
8.1
103
Not enough data
7.4
78
Not enough data
8.2
106
Not enough data
7.8
92
Not enough data
Lead Generation
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Product Analytics
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
Not enough data
Agentic AI - Product Analytics
6.5
19
Not enough data
7.0
18
Not enough data
6.2
17
Not enough data
6.6
18
Not enough data
Behavioral Analytics - Product Analytics
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Platform Infrastructure - Product Analytics
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
AI driven optimization - Product Analytics
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Templates
Not enough data
Not enough data
Not enough data
Feature Not Available
Not enough data
Not enough data
Not enough data
Not enough data
Edit
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Feature Not Available
Logistics
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Generative AI
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Email Template Builder
Not enough data
Not enough data
Not enough data
Not enough data
Data Sourcing
8.2
181
Not enough data
8.4
175
Not enough data
6.4
139
Not enough data
7.3
141
Not enough data
Intelligence
6.3
121
Not enough data
6.5
129
Not enough data
6.5
124
Not enough data
Sales Team
7.7
89
Not enough data
7.3
88
Not enough data
8.0
108
Not enough data
Intelligence
7.6
99
Not enough data
7.4
89
Not enough data
7.2
86
Not enough data
Mapping
6.9
84
Not enough data
8.2
99
Not enough data
Agentic AI - Customer Revenue Optimization
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
Not enough data
Platform Basics
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
Not enough data
Agentic AI - Customer Journey Mapping
6.4
36
Not enough data
Content
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
Not enough data
Collaboration
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
Not enough data
Lead Monitoring
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Feature Not Available
Agentic AI - Lead Capture
Not enough data
Not enough data
Not enough data
Not enough data
Data Capture
Not enough data
Feature Not Available
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Feature Not Available
Analytics
Not enough data
Not enough data
Not enough data
Not enough data
Customization
Not enough data
Not enough data
Not enough data
Feature Not Available
Not enough data
Not enough data
Not enough data
Not enough data
Onboarding Setup
8.6
252
Not enough data
8.1
256
Not enough data
8.6
258
Not enough data
Project Tracking
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
Not enough data
Customer Engagement
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
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
Agentic AI - Sales Analytics
Not enough data
Not enough data
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 Sourcing
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Not enough data
Not enough data
Not enough data
Predictive Analytics
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Not enough data
Sales Management
Not enough data
Not enough data
Not enough data
Feature Not Available
Not enough data
Not enough data
Not enough data
Not enough data
Functionality
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
Not enough data
Management
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
Not enough data
Generative AI
6.4
31
Not enough data
6.6
31
Not enough data
Categories
Categories
Shared Categories
Planhat and Spotler CRM are categorized as CRM
Unique Categories
Reviews
Reviewers' Company Size
Planhat
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Spotler CRM
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
Computer Software
37.7%
Information Technology and Services
18.4%
Marketing and Advertising
7.9%
Education Management
2.5%
E-Learning
2.3%
Other
31.3%
Information Technology and Services
13.5%
Financial Services
5.7%
Health, Wellness and Fitness
5.7%
Insurance
4.3%
Computer Software
3.5%
Other
67.4%
Discussions
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
How safe is my data?
1 Comment
SD
It is very safe. We host 1,000's of people's data including lawyers and government agencies and we take data security very seriously. The data is legally...Read more
What's the catch with the Free ECRM?
1 Comment
Official Response from Spotler CRM
There isn’t one – honest! With Really Simple Systems Free CRM, you are limited to two Users, 100 company records and 100MB document storage (for Word...Read more
What is Cloud CRM?
1 Comment
Official Response from Spotler CRM
Traditionally, all CRM systems were in-house applications, that is they were installed and ran on servers within the organisation. Nowadays, newer CRM...Read more
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