If you are considering Planhat, you may also want to investigate similar alternatives or competitors to find the best solution. Customer Success Software is a widely used technology, and many people are seeking time saving, easily administered software solutions with custom triggers, surveys, and playbooks. Other important factors to consider when researching alternatives to Planhat include customer data and task management. The best overall Planhat alternative is Custify. Other similar apps like Planhat are Totango, ChurnZero, Catalyst, and ClientSuccess. Planhat alternatives can be found in Customer Success Software but may also be in Client Onboarding Software or Help Desk Software.
Next-Generation Customer Success Software For B2B SaaS
Enterprise Customer Success Platform that proactively drives adoption, retention, expansion, and strengthens reputation through actionable insights, scalable solutions, and meaningful customer engagement.
ChurnZero's real-time SaaS platform helps subscription businesses fight customer churn.
ClientSuccess is revolutionizing SaaS management, growth, and retention with it's Customer Success Management Platform
Vitally helps your B2B company ensure the right customers continuously use your product in the right way.
Gainsight CS is a complete Customer Success Platform.
GuideCX facilitates a seamless transition between your sales and implementation staff. Our product simplifies complex implementation, on-boarding, and sales processes by keeping the customer, internal staff, and 3rd parties on the same page. This is done by an intuitive interface that communicates progress to all parties in a meaningful and thoughtful way.
Deliver personalized support at scale with Breeze customer agent and an AI-powered knowledge base that work together to identify content gaps and enhance self-service. Boost CSAT with proactive tools like health scores and usage analytics that drive adoption. HubSpot Smart CRM powers everything, giving your customer-facing teams unified data and immediate insights without complex setup.
Rocketlane is the world’s first Agentic Professional Services Automation (PSA) platform, built to transform how professional services teams deliver value in the AI-first era. While traditional PSAs focus on recording work, Rocketlane accelerates it through a connected system that unifies the entire front and back office. The platform brings together project delivery, resource management, time tracking, billing, and financial operations alongside collaboration capabilities such as Spaces, real-time chat, a modern client portal, Sheets for structured data, and a powerful Custom Apps framework that lets teams model any workflow inside Rocketlane. Everything lives in a single ecosystem, eliminating tool sprawl and fragmented data that slows down services teams. What makes Rocketlane truly different is its agentic architecture: a network of intelligent AI agents that execute real delivery tasks, automate setup, manage workflows, detect risks, enforce governance, and continuously learn from patterns across the organization. These agents don’t just make teams more efficient; they fundamentally reshape operations by moving organizations from manual coordination to autonomous delivery. This shift unlocks faster go-lives, better utilization, proactive issue detection, consistent delivery quality, and a level of operational resilience that was previously impossible. Over 650 companies, including Retool, Coursera, Postman, Intercom, Glean, AuditBoard, Vercel, Sprinklr, Worldpay, Grafana, OpenGov, and Outreach trust Rocketlane to run their mission-critical delivery processes. Customers across SaaS, services, and consulting use Rocketlane to shorten onboarding timelines, reduce escalations, improve forecasting accuracy, and accelerate moving from booked to consumed revenue. Founded in 2020, headquartered in the US, and operating globally with teams across India and the UK, Rocketlane is backed by leading investors, including Nexus Venture Partners and 8VC. The company’s rapid growth reflects strong market confidence in its category-defining vision for Agentic PSA.