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.
UserGuiding
UserGuiding is a no-code user onboarding platform that helps you create interactive product tours, checklists, and resource centers to improve user activation and retention rates.
Quick Comparison
| Feature | Planhat | UserGuiding |
|---|---|---|
| Website | planhat.com | userguiding.com |
| Pricing Model | Custom | Subscription |
| Starting Price | Custom Pricing | $89/month |
| FREE Trial | ✘ No free trial | ✓ 14 days 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 | 2015 | 2018 |
| Headquarters | Stockholm, Sweden | San Francisco, USA |
Overview
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.
UserGuiding
UserGuiding helps you build interactive product walkthroughs and onboarding flows without writing a single line of code. You can guide your new users through your interface using step-by-step highlights, tooltips, and modals that trigger based on their behavior. This approach ensures your customers find value in your software immediately, reducing the burden on your support team and preventing early churn.
Beyond simple tours, you can implement onboarding checklists to gamify the learning process and resource centers to provide self-service help directly within your app. The platform also includes built-in analytics so you can track how users interact with your guides and identify where they get stuck. It is designed for product managers, marketers, and customer success teams at SaaS companies of all sizes who need to move fast and iterate on their user experience.
Overview
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.
UserGuiding Features
- Interactive Guides. Create step-by-step product tours that highlight specific elements of your interface to lead users to their 'aha' moment.
- Onboarding Checklists. Give your users a clear sense of progress by grouping essential tasks into a checklist that rewards completion.
- Resource Centers. Build an in-app help hub where users can search your knowledge base or trigger guides without leaving the page.
- User Segmentation. Target specific groups of users based on their attributes or behavior to ensure they only see relevant onboarding content.
- NPS & Surveys. Collect feedback directly inside your application using Net Promoter Score surveys to measure customer satisfaction in real-time.
- No-Code Editor. Design and deploy your guides using a simple point-and-click browser extension that requires zero technical or coding skills.
Pricing Comparison
Planhat Pricing
UserGuiding Pricing
- Up to 2,500 Monthly Active Users
- Unlimited guides and hotspots
- User segmentation
- Email and chat support
- UserGuiding branding removed
- Google Analytics integration
- Everything in Basic, plus:
- Up to 20,000 Monthly Active Users
- Unlimited guides and checklists
- Resource centers
- NPS surveys
- Dedicated success manager
Pros & Cons
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
UserGuiding
Pros
- Extremely easy to set up without developer help
- Highly responsive and helpful customer support team
- Clean and intuitive user interface for builders
- Great value for money compared to enterprise rivals
- Flexible segmentation for personalized user experiences
Cons
- Limited design customization for complex UI elements
- Analytics dashboard could provide deeper behavioral insights
- Chrome extension occasionally glitches on certain web frameworks