Gainsight
Gainsight is a customer success platform that helps you increase retention and drive growth by centralizing customer data and automating engagement across your entire user base.
Planhat
Planhat is a customer success platform that helps you centralize customer data, monitor health scores, and automate workflows to drive retention and maximize lifetime value across your entire user base.
Quick Comparison
| Feature | Gainsight | Planhat |
|---|---|---|
| Website | gainsight.com | planhat.com |
| Pricing Model | Custom | Custom |
| Starting Price | Custom Pricing | Custom Pricing |
| FREE Trial | ✘ No free trial | ✘ No free trial |
| Free Plan | ✘ No free plan | ✘ No free plan |
| Product Demo | ✓ Request demo here | ✓ Request demo here |
| Deployment | ||
| Integrations | ||
| Target Users | ||
| Target Industries | ||
| Customer Count | 0 | 0 |
| Founded Year | 2009 | 2015 |
| Headquarters | San Francisco, USA | Stockholm, Sweden |
Overview
Gainsight
Gainsight helps you turn customer success into a growth engine by providing a 360-degree view of your customer health. You can consolidate data from your CRM, support tickets, and product usage into one place to identify which accounts are at risk and which are ready for expansion. By using automated playbooks, your team can proactively reach out to customers at the right moment, ensuring they see value from your product early and often.
The platform is designed for mid-market and enterprise companies that need to scale their post-sales operations. You can manage the entire customer lifecycle—from onboarding and adoption to renewal and advocacy—using data-driven insights. Whether you are a CSM looking to prioritize your daily tasks or a leader tracking net retention rates, the software provides the visibility you need to reduce churn and increase lifetime value.
Planhat
Planhat is a modern customer success platform designed to help you manage the entire post-sales lifecycle. By connecting your disparate data sources—from support tickets to product usage—you get a unified view of every customer. You can build custom health scores to identify at-risk accounts before they churn and create automated playbooks that guide your team through onboarding, renewals, and expansions.
The platform is built for scale, making it a fit for growing SaaS companies and large enterprises alike. You can manage complex subscription models, track key performance indicators in real-time, and collaborate across departments to ensure a consistent customer experience. It moves you away from messy spreadsheets and into a data-driven environment where you can proactively grow your revenue.
Overview
Gainsight Features
- Customer Health Scoring Combine product usage, support history, and survey data to see exactly which customers are healthy or at risk.
- Automated Playbooks Standardize your team's response to customer milestones or risks with step-by-step guided workflows and task assignments.
- Product Experience Tracking Analyze how users interact with your software so you can guide them toward high-value features and improve adoption.
- In-App Engagements Launch personalized walkthroughs, sliders, and surveys directly inside your product to communicate with users while they work.
- Success Plans Collaborate with your customers on shared goals and track progress against key objectives to demonstrate ongoing ROI.
- Renewal Management Track upcoming renewals and expansion opportunities automatically to ensure your revenue pipeline remains predictable and growing.
Planhat Features
- Customer Health Scoring. Combine product usage, support trends, and feedback into weighted scores so you know exactly which accounts need your attention.
- Automated Playbooks. Standardize your success processes by triggering specific tasks and notifications based on customer behavior or lifecycle stages.
- Revenue Management. Track subscriptions, renewals, and expansions in one place to get a clear picture of your recurring revenue and growth trends.
- Customer Portal. Share success plans and data directly with your clients through a branded portal to improve transparency and collaboration.
- Usage Tracking. Monitor how users interact with your product in real-time to identify power users and those who might be struggling.
- Data Integration Hub. Sync data from your CRM, help desk, and billing systems with pre-built connectors to create a single source of truth.
Pricing Comparison
Gainsight Pricing
Planhat Pricing
Pros & Cons
Gainsight
Pros
- Comprehensive 360-degree view of all customer data
- Powerful automation for managing large account volumes
- Highly customizable reporting and dashboard capabilities
- Strong community and educational resources for users
Cons
- Significant time investment required for initial setup
- Steep learning curve for non-technical administrators
- Premium pricing is geared toward enterprise budgets
Planhat
Pros
- Highly flexible interface allows for deep customization
- Powerful data visualization and reporting capabilities
- Excellent automation features for scaling success teams
- Consolidates multiple tools into one unified platform
Cons
- Initial setup and configuration can be complex
- Steep learning curve for non-technical users
- Requires significant data cleaning before implementation