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Compare Planhat and Vitally 
Featured Products
At a Glance
Market Segments
Mid-Market (60.9% of reviews)
Mid-Market (55.1% of reviews)
Entry-Level Pricing
Custom
No pricing available
Planhat
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 PlanhatVitally
Star Rating
(679)4.5 out of 5
Market Segments
Mid-Market (55.1% of reviews)
Pros & Cons
Entry-Level Pricing
No pricing available
Free Trial is available
Learn more about VitallySummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- G2 reviewers report that Planhat excels in overall user satisfaction, reflected in its higher G2 Scores across multiple categories, particularly in Customer Revenue Optimization and Client Onboarding. Users appreciate the platform's intuitive interface, which simplifies tracking customer health and managing accounts.
- Users say that Vitally offers valuable features like Playbooks, which allow for the creation of custom workflows tailored to client activity. This flexibility is particularly beneficial for different departments, enabling a more personalized approach to customer management.
- According to verified reviews, Planhat's implementation process is praised for its speed and ease, with users highlighting the platform's clean dashboards and clear signals that provide fast insights into risks and necessary actions. This makes it a strong choice for teams looking for quick onboarding.
- Reviewers mention that while Vitally provides a comprehensive view of customer health through its integrations with tools like Redshift and Salesforce, some users feel that it may not be as intuitive as Planhat when it comes to visualizing renewal risks and managing accounts.
- Users appreciate the quality of support from Planhat, noting specific team members who have provided exceptional assistance. This level of support contributes to a positive user experience, making it easier for teams to navigate challenges as they arise.
- G2 reviewers highlight that while both platforms have similar star ratings, Planhat's larger volume of recent reviews suggests a more consistent user experience over time, reinforcing its reputation as a reliable tool for customer success management.
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/
Vitally
No pricing availableFree Trial
Planhat
No trial information availableVitally
Free Trial is available
Ratings
Meets Requirements
8.6
734
8.7
549
Ease of Use
8.3
741
8.4
567
Ease of Setup
7.5
498
8.1
310
Ease of Admin
8.2
445
8.7
206
Quality of Support
9.2
713
9.0
461
Has the product been a good partner in doing business?
9.3
441
9.3
206
Product Direction (% positive)
9.2
684
9.1
526
Features by Category
Sales Force Automation
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
Not enough data
Marketing Automation
7.2
26
Not enough data
6.7
26
Not enough data
5.9
25
Not enough data
5.3
25
Not enough data
Customer Support
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
Not enough data
Reporting & Analytics
7.6
28
Not enough data
7.4
29
Not enough data
7.0
26
Not enough data
Mobile & Social
6.2
24
Not enough data
5.6
23
Not enough data
5.0
23
Not enough data
Platform
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
Not enough data
Integration
7.7
40
Not enough data
7.8
40
Not enough data
7.4
38
Not enough data
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
Customer Information
8.6
555
|
Verified
8.7
434
|
Verified
8.8
549
|
Verified
8.9
435
|
Verified
8.8
560
|
Verified
8.8
430
|
Verified
8.2
545
|
Verified
8.4
419
|
Verified
8.5
512
|
Verified
8.7
432
|
Verified
8.0
489
|
Verified
8.6
405
|
Verified
7.2
420
|
Verified
7.6
348
|
Verified
Predictions
7.9
493
|
Verified
8.1
405
|
Verified
7.4
431
|
Verified
7.7
371
|
Verified
8.3
493
|
Verified
8.5
389
|
Verified
6.6
348
|
Verified
6.7
324
|
Verified
Platform
8.3
544
|
Verified
8.5
412
|
Verified
8.1
516
|
Verified
8.4
393
|
Verified
8.2
489
|
Verified
8.2
378
|
Verified
8.5
496
|
Verified
8.5
388
|
Verified
8.2
520
|
Verified
8.2
401
|
Verified
8.6
517
|
Verified
8.7
407
|
Verified
8.8
508
|
Verified
8.8
392
|
Verified
8.9
475
|
Verified
8.8
362
|
Verified
8.5
518
|
Verified
8.9
399
|
Verified
8.8
519
|
Verified
8.8
386
|
Verified
Generative AI
6.1
170
Feature Not Available
6.2
173
Feature Not Available
Agentic AI - Customer Success
6.3
98
8.8
11
6.7
98
8.6
11
6.8
101
8.8
12
6.5
97
9.2
12
6.2
98
8.2
11
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
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
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
7.9
89
7.3
88
7.6
90
8.0
108
8.4
104
Intelligence
7.6
99
8.2
99
7.4
89
7.5
94
7.2
86
7.6
90
Mapping
6.9
84
7.5
88
8.2
99
8.0
96
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
Onboarding Setup
8.6
252
8.6
127
8.1
256
8.6
131
8.6
258
8.4
125
Project Tracking
8.2
235
8.5
127
7.7
201
8.2
119
8.0
211
8.2
119
8.4
254
8.5
128
7.9
208
8.2
118
Customer Engagement
7.8
229
8.1
117
8.0
224
8.1
117
7.4
213
7.8
112
8.3
229
8.5
117
8.1
233
8.3
120
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
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 Vitally are categorized as Customer Revenue Optimization, Customer Success, and Client Onboarding
Unique Categories
Planhat is categorized as Client Portal, Customer Journey Mapping, Product Analytics, Subscription Revenue Management, Customer Data Platform (CDP), CRM, Data Quality, and AI Agent Builders
Vitally has no unique categories
Reviews
Reviewers' Company Size
Planhat
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Vitally
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
31.2%
Computer Software
44.5%
Information Technology and Services
22.6%
Financial Services
4.2%
Computer & Network Security
3.6%
Marketing and Advertising
3.5%
Other
21.6%
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
Vitally has no discussions with answers
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