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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
(883)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
(673)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.
- Users report that while both Planhat and Vitally excel in customer health scores, Planhat's robust monitoring features, rated at 8.9, provide a slight edge over Vitally's 8.8, making it easier for teams to track customer engagement effectively.
- Reviewers mention that Vitally shines in ease of setup with a score of 8.1 compared to Planhat's 7.7, indicating that users find Vitally's onboarding process more straightforward and less time-consuming.
- G2 users highlight that Planhat's quality of support, rated at 9.3, is superior to Vitally's 9.0, with many reviewers praising Planhat's responsive customer service and helpful resources.
- Users on G2 note that Vitally's proactive assistance features, scoring 8.0, significantly enhance user experience, while Planhat's score of 3.0 in this area suggests a lack of similar capabilities, which may impact user efficiency.
- Reviewers say that both products offer strong customization options, but Vitally's score of 8.7 outshines Planhat's 8.6, allowing users to tailor the software more effectively to their specific needs.
- Users report that while both platforms have similar scores in product direction, Planhat's 9.2 compared to Vitally's 9.1 indicates a slightly more positive outlook on future updates and feature enhancements, which is crucial for long-term investment.
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
735
8.7
544
Ease of Use
8.3
742
8.4
562
Ease of Setup
7.5
499
8.1
305
Ease of Admin
8.2
445
8.7
203
Quality of Support
9.2
714
9.0
458
Has the product been a good partner in doing business?
9.3
441
9.3
203
Product Direction (% positive)
9.2
685
9.1
521
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
8.7
556
|
Verified
8.7
431
|
Verified
8.8
550
|
Verified
8.9
433
|
Verified
8.8
561
|
Verified
8.7
427
|
Verified
8.2
546
|
Verified
8.4
416
|
Verified
8.5
513
|
Verified
8.7
429
|
Verified
8.0
490
|
Verified
8.6
404
|
Verified
7.2
421
|
Verified
7.7
347
|
Verified
Predictions
7.9
494
|
Verified
8.1
402
|
Verified
7.4
432
|
Verified
7.7
369
|
Verified
8.3
494
|
Verified
8.5
387
|
Verified
6.7
349
|
Verified
6.7
322
|
Verified
Platform
8.3
545
|
Verified
8.5
410
|
Verified
8.1
517
|
Verified
8.4
390
|
Verified
8.2
490
|
Verified
8.2
376
|
Verified
8.5
497
|
Verified
8.5
386
|
Verified
8.2
521
|
Verified
8.2
398
|
Verified
8.6
518
|
Verified
8.7
404
|
Verified
8.8
509
|
Verified
8.8
391
|
Verified
8.9
476
|
Verified
8.8
361
|
Verified
8.5
519
|
Verified
8.9
398
|
Verified
8.8
520
|
Verified
8.8
385
|
Verified
Generative AI
6.2
171
Feature Not Available
6.2
174
Feature Not Available
Agentic AI - Customer Success
6.3
99
8.8
10
6.7
99
8.7
10
6.8
102
8.9
11
6.5
98
9.1
11
6.2
99
8.2
10
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
37.8%
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
22.8%
Financial Services
4.3%
Computer & Network Security
3.6%
Marketing and Advertising
3.5%
Other
21.3%
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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