Planhat Alternatives (September 2025)

Transform your sales team with our cutting-edge AI Buyer Enablement Platform. Win more deals, repeatedly.

AI powered customer success platform with powerful features and automation to gather customer insights, prevent churn and delight customers.

The modern, affordable CRM teams love. Sell smarter, grow faster and build lasting customer relationships. Watch a demo-on-demand now.

Vitally's all-in-one Customer Success Platform automates and scales your strategies, processes, and workflows with real-time customer data to drive measurable impact for your team and business.

Aligned moves the chaotic back-and-forth, into single a customer workspace, that helps manage deal complexity and standardize playbooks.

Skalin helps growing SaaS better onboard, engage and grow their customers with powerful Health Scores, smart automations and project management capabilities.

Recapped is the #1 platform for B2B sellers to collaborate with their prospects, customers, and partners. Execute the perfect sales process, enable your buyers, and forecast accurately with the Customer Collaboration Platform, Mutual Action Plans, Digital Sales Rooms, and Customer Onboarding Checklists. Enforce sales processes and sales methodologies like MEDDPICC, MEDDICC, BANT, and more.

Totango is an agile Customer Success Software that helps you design, run, measure, and scale your SaaS customer journey to retain and grow customers. Start Free!

Built specifically for managing clients the sales process, Forekast is a CRM that enables you to measure, optimize, and grow your business.

Top-rated customer success software with smart actionable intelligence to drive onboarding, adoption, retention, CX & revenue growth at scale. Get a free demo.

Your top rated CSM software platform. The easiest to use, fastest to implement software to reduce churn & increase customer revenue.

Get rid of churn, grow NRR, and make your Customer Success team a machine for growth with this platform made for CS, from the ground up

Onboard Customers faster with the software built to organize, automate, & manage your client onboarding process for modern customer success teams.

Gainsight's Customer Success and Product Experience Software empowers companies to increase revenue, decrease customer churn, and drive advocacy.

Send your customers digital sales rooms & client onboarding plans to build momentum and drive action. The best part? Arrows is seamlessly connected to your pipelines in HubSpot.

Business intelligence software that frees the insights you desperately need to fuel growth and transform your business.

Say goodbye to scattered and inaccurate data. Triple Whale gives brands better data, one source of truth, and insights faster than ever before.

CogniSaaS is a customer-centric onboarding and implementation platform that enables cross-functional collaboration with internal and external stakeholders.

Qobra is the all-in-one sales compensation platform that motivates & aligns revenue teams. Say goodbye to Excel friction and hello to commission automation, reliability, and transparency.

Auto-personalised & interactive digital sales rooms that close more deals, quicker. From post demo all the way to customer onboarding and success. Buyer enablement is the new secret revenue teams should know about.

ZapScale is the best customer success platform for SaaS with easy integrations, prebuilt KPIs & playbooks to proactively address customer needs, reduce churn & boost upsell

Deliver digital first customer success with ChurnZero software that helps businesses improve the customer experience and drive revenue.

Accelerate On-Strategy Delivery at Scale. Focus on strategic outcomes. Empower your team’s best work.

ClearSlide is the most complete platform for Sales Enablement + Engagement that integrates content, communications and actionable insights.

Finally, sales automation for remote teams. Quoter is a purpose-built sales quoting software that will eliminate sales bottlenecks and supercharge revenues.

Interactive, personalized spaces for sales & CS teams and their buyers. Win deals & onboard clients on autopilot.

Leverage your B2B customer data to reduce churn and increase revenue in your accounts.

Find new customers, start conversations, and personalize your sales outreach at scale in one easy platform

160,000 successful users ✅ Powerful tool, easy to use ✅ Get started immediately for free

Accelerate your roadmap & deliver software better, using software engineering analytics in Plandek. Track metrics & build custom dashboards.

QuotaPath: A radically transparent, end-to-end compensation solution for revenue teams. Commission tracking, comp planning, and incentive motivation done right.

Custify enables Customer Success teams to prevent churn, automate processes and improve onboarding through one easy-to-use interface.

We are customer success advisors that help companies protect and grow revenue. We do this by conducting assessments, training teams, building actionable playbooks and customer journeys and hosting growth workshops.

DataChannel is a cloud based data integration and reverse ETL platform to automate the data collection, preparation and management process of all your marketing, CRM, financial & operational data.

Sync your data throughout your business.

Keboola: All-in-one data platform, 700+ integrations, AI tools. Empower your teams with self-serviced data reports. Start your free project today.

The source of truth for all your customer data, synchronizing all your tools in real-time.

Matillion helps teams get data business-ready, faster. Thousands of enterprises trust us to load, transform, sync, and orchestrate their data in the cloud.

Cuvama makes selling and delivering value easy. We enable even your most average reps to sound like an expert and sell value, not products.

Unlock financial agility and take control of your company's financial performance with Planful’s Financial Performance Management Platform.

Give your sales team the edge with winning references. Check out RO Innovation. Customer reference management software for companies that win.

Engage prospects and customers without spray and pray. Build personalized, engaging sequences that drive revenue and save time.

LeanData helps companies improve the buyer experience, accelerate time-to-revenue and increase operational alignment. Learn how we accelerate growth.

Gist is an all-in-one growth software that serves as a central source of truth through the entire customer journey. Get started for free!

Effortlessly centralize all the data you need so your team can deliver better insights, faster. Start for free.

Transform your sales and customer success teams. Record calls / customer meetings, review AI-curated reels of key meeting moments, human-level summaries / notes. Coach and collaborate with meeting insights.

EverAfter’s customer interface centralizes data, automates QBRs and onboarding, and delivers insights to scale success and accelerate time-to-value across the journey.

Accelerate your sales process with a unified revenue platform: CPQ, Contract Management, Subscription Management, Proposals and e-Signature.

Integrate WhatsApp, FB, IG, LINE, WeChat and Website Live Chat to meet customer service, marketing and sales needs in one stop. Trusted by over 5,000 brands worldwide, Omnichat offers advanced conversational commerce solutions with enhanced efficiency, user behaviour analysis and remarketing strategy development, thus creating 5x conversion rate.

Aha! is the world's #1 product development software. See why 1,000,000+ product builders trust us to build lovable products and be happy doing it.

Get your digital sales needs covered with ease in our all-in-one software! Sign up for your free account today and close deals faster.

servicePath CPQ+ is a Configure Price Quote (CPQ) platform that is specifically designed to make complex quotes simple in Salesforce.

In a world where user adoption drives revenue, Chameleon's software gives modern SaaS teams the most control, configuration, and customization to win with in-product UX.

Intelligent legal intake and workflow automation software for in-house legal departments. Automatically consolidate legal requests in one source of truth, and triage and manage matters efficiently, with real-time legal metrics reporting. Intuitive, no-code solution for modern legal teams.

Unlock full potential of your data with Pentaho+ Data Integration - designed to seamlessly combine diverse data types from various sources into singular, coherent pipelines.

Integrate.io - Unify your data while building & managing clean, secure pipelines for better decision making. Power your data warehouse with ETL, ELT, CDC, Reverse ETL, and API Management.

We get it - you're busy. That's why we built a social media management tool that's powerful yet easy to use. See how Planly can help you grow online.

A simple to use and intuitive lead capture app that connects up your events, sales and marketing teams and effectively transforms data into sales.

Userpilot helps product teams deliver personalized in-app experiences to increase growth metrics at every stage of the user journey.

Proven to save time, cut costs and increase project quality. Try now for free. Over 120,000 users

CloverDX is a flexible, scalable and all-encompassing data integration platform. Discover how it can enhance your organization’s data processes.

Create and optimize in-app experiences that turn new users into champions. Onboard, engage, collect feedback, analyze user behavior; without coding.

CrowdPower is a simple automation platform that can onboard new users, reduce churn, keep your customers informed, and so much more.

Connect, organize, visualize, and share your marketing data in a single platform. Built for marketing agencies and in-house marketing professionals.

Cascade Strategy Software is the world's #1 strategy execution platform! Accelerate growth by keeping your team focused & aligned on what really matters!

Unlock the power of your data with Mozart Data's comprehensive data management solutions. Store, manage, analyze, and optimize your data with ease. Learn more today.

AgencyZoom is for the P&C insurance agent that's looking to increase sales, boost retention and analyze agency & producer performance. AgencyZoom is an easy to use, robust insurance sales and automation software to help insurance agents grow their book of business.

Unlock AI-driven insights for your business growth with Spiky. Streamline workflows, gain data-driven intelligence, and achieve success today.

The Most Comprehensive customer support software on the market. Made for B2B teams to scale their efforts, respond faster, and do more.

Drive business success with Sogolytics, the leading feedback and experience management platform. Schedule a demo today!

With Catchr, you can build beautiful dashboard directly into Google Looker Studio, Google Sheets, Google Big Query or any custom data-warehouse you use. Free-trial available.

Crono is the AI-Powered Sales Outbound Platform to supercharge your outbound prospecting. Change your sales game with Crono!

Elevate your company's digital transformation with the industry's most intuitive Customer Intelligence platform.

Mooncamp is purpose-built for modern strategy execution. Plan, execute, and review your strategy in one closed-loop system.

From sales forecasting to pipeline management and revenue intelligence, Clari's Revenue Platform makes your entire revenue process more efficient and predictable.

Discover our Business Messaging Platform for Startups & SMBs. The one-stop for sales, marketing & support in one platform: Crisp. 14-day free trial. No credit card required. Try now! We provide Knowledge base, Team Inbox, Chatbot, CRM and multiple other features to let you build your own way to customer success.

Flockjay is a knowledge-sharing platform for the growth and development of sales teams. Our goal is to help sales leaders capture and share top reps’ best practices so the entire team can do their best work.

Front is the modern customer service platform that helps companies delight their customers, engage their teams, and build stronger businesses.

Streamline the sales planning process by automating territory and quota management with the SAP SuccessFactors Territory and Quota solution.

The customer onboarding and implementation software your team need to deliver projects on time, accelerate TTV, and increase customer stickiness

Use PlanSplit to regularly offer your services and products as a subscription to accelerate your business growth!

Trailhead, the fun way to learn Salesforce

Explore how OWOX BI empowers both data teams and business users with a reporting solution, ensuring data accessibility and decision-making across departments. Get Started Now!

Learn how Seismic’s AI-powered enablement, training, and coaching solution enables sales and marketing teams to engage buyers and grow revenue.

The fastest way to fast user onboarding. Userflow lets your whole team build customized in-app tours, checklists and surveys, without code. Convert more customers and increase retention.

Astera Data Warehouse Builder helps you design, develop, and deploy your enterprise data warehouse with ease and at unprecedented speeds.

Build your strategic plan, increase visibility, and drive engagement using Elate's Strategic Planning & Execution Software. Eliminate silos and unlock your strategy.

Empower your finance team with financial planning and analysis (FP&A) software. Streamline processes to drive faster decisions. Try the power of Abacum.

Discover the only sales enablement platform that centralizes answers, content, and training where your reps work. Trusted by thousands.

ElevateHQ is a sales commission software designed to boost sales performance and motivate sales teams. Design and automate any commission plan seamlessly with sales compensation management & commission tracking software.

Equisoft/plan is an intuitive financial planning solution that provides comprehensive financial portraits. Click to learn more.

Demostack is the demo experience platform that lets you accelerate revenue with better product storytelling. Spin up a sales demo environment in minutes, tailor the story, and win more deals faster.

MLM Software, Advanced & Easy-to-Use. Boost Profits 10X with AI-Powered MLM Software tools. Manage & Grow Your Network Marketing Business.

WorkBoard’s Strategy Execution Platform helps enterprises and the people in them better align, measure, and execute on strategy.

Empower your business with Peliqan's all-in-one data platform. Visualize, analyze, and activate data to drive impactful decisions.

HubSpot's CRM platform contains the marketing, sales, service, operations, and website-building software you need to grow your business.

Pendo’s product experience and digital adoption solutions help companies become product led and deliver digital experiences users love.

Get a clear picture of how your B2B SaaS company is growing, find new ways to make it grow even more, and easily act on what you learn.

Win clients for life with Copper CRM software solutions. Give us a try and see how we can help your business build stronger customer relationships.