Customer success software Category leader

Planhat

Customer platform for renewals, success and services teams

Visit Planhat

Planhat is a customer platform for commercial teams in renewals, customer success, professional services and sales. It keeps customer data, tasks and portals in one place and includes an AI agent called Pi. It syncs two-way with Salesforce and HubSpot.

  • Customer health scores
  • Playbooks (not listed)
  • Product usage data
  • Renewal tracking
  • Onboarding workflows
  • CRM and help desk integration (not listed)

Also includes

  • NPS surveys
  • Task management
  • Executive dashboards
  • Customer portal
  • Expansion tracking
  • Role-based views
  • Reporting

From the vendor's own site. Not yet verified by SoftScout. A missing item may just mean we haven't confirmed it.

Customer success software Category leader

ChurnZero

Contact sales 2–500+ people

Customer success platform with health scores, plays and renewal forecasting

Key features

  • Customer health scores
  • Playbooks
  • Product usage data
  • Renewal tracking
  • Onboarding workflows
  • CRM and help desk integration

Customer success software Category leader

Gainsight

Contact sales 51–500+ people

Customer success platform for retention, renewals and expansion

Key features

  • Customer health scores
  • Playbooks
  • Product usage data
  • Renewal tracking

Customer success software Rising

Successifier

$79/month 1–500 people

AI-native customer success platform for small teams

Key features

  • Customer health scores
  • Playbooks