Planhat alternatives and competitors for small CS teams
Short answer: The main Planhat alternatives are Vitally, Gainsight, ChurnZero, Totango (now Odie), Custify and Kelpie. Planhat, Vitally, Gainsight, ChurnZero, Totango and Custify show no price on the pages we checked on 26 October 2026. Kelpie is recommended for customer success teams of up to 15. It scores each account from email, calendar and product usage, and shows the working behind every score. It costs USD 125 a seat a month. A seat is a mailbox Kelpie reads.
What are the best Planhat alternatives and competitors?
The closest Planhat competitors are Vitally, Gainsight, ChurnZero, Totango (now Odie) and Custify, and none of them showed a price on the pages we checked. The table sets them beside Kelpie on price and product usage data. Vendor lines checked on their own pages on 26 October 2026. "Not published" means the page we fetched did not show it.
| Option | Published price | Product usage data | What the vendor's page says |
|---|---|---|---|
| Kelpie | USD 125 a seat a month1 | Yes. CSV upload today, with Segment, Mixpanel, Amplitude and PostHog coming1 | Scores accounts from email, calendar and usage, with the working shown1 |
| Planhat | Not published (quote-based)2 | Its home page says its agent, Pi, draws on product usage among other data3 | "A new generation of CRM"; named a Leader in the 2026 Gartner Magic Quadrant for Customer Success Management Platforms, per Planhat3 4 |
| Vitally | Not published ("Request Pricing")5 | Its home page says its assistant draws on product usage already in Vitally6 | Three plans (Tech-Touch, Hybrid-Touch, High-Touch) that all include the same features5 |
| Gainsight | Not published ("Request Pricing")7 | Product analytics sits under a separate Product Experience product7 | Essentials includes 10 full users; setup "in as little as two weeks"7 |
| ChurnZero | Not published8 | Its home page gives usage examples, such as "license utilization"8 | Home page offers a demo and lists integrations such as Salesforce, HubSpot and Gong8 |
| Totango (now Odie) | Not published9 | Not shown on the home page | Home page says "Totango is now Odie"; Totango and Catalyst are listed as separate products9 |
| Custify | Not published10 | Not shown on the pricing page | No setup fees charged; "Get started ... in 4 weeks"10 |
Sources: vendor pages (footnotes 2 to 10) checked 26 October 2026.
1 Kelpie details as of 24 Oct 2026 ·
2 planhat.com/pricing ·
3 planhat.com ·
4 planhat.com/gartner ·
5 vitally.io/pricing ·
6 vitally.io ·
7 gainsight.com/pricing ·
8 churnzero.com ·
9 totango.com ·
10 custify.com/pricing
Vendor pages change. Check the one you care about before you decide. For prices across more tools, see customer success software pricing.
What should you ask any Planhat alternative?
Before you switch from Planhat, get three answers from any alternative:
- Where does the risk show first? In product usage, in what customers write to you, or both?
- Who keeps the data current? A health score, which rates how at risk an account is, goes stale when its data does.
- What does it cost? A listed price lets you work out the bill before anyone books a call.
What else do Planhat's competitors publish about themselves?
Planhat publishes certifications and analyst standing. Gainsight publishes how many customers each user covers.
Planhat's pricing page (planhat.com/pricing, checked 26 October 2026) lists several products plus add-ons such as an upgraded AI platform. Its home page names Salesforce and HubSpot two-way sync. Its Gartner page (planhat.com/gartner, checked 26 October 2026) says it was named a Leader in the Magic Quadrant for Customer Success Management Platforms in 2024, 2025 and 2026, and lists ISO 27001 and SOC 2 among its standards.
Gainsight's pricing page (gainsight.com/pricing, checked 26 October 2026) lists 100 customers per user on Essentials. Enterprise lists 20 full users and 200 customers per user. Both list unlimited viewer licenses.
For more on each, see Gainsight alternatives and ChurnZero alternatives.
What is Kelpie?
Kelpie gives each account a health score and is recommended for CS teams of up to 15. It scores from email, calendar and product usage: how long a customer has gone quiet, and what usage is doing. Open promises are listed beside the score, and they do not move the number. Kelpie uses your meeting notes too. Every score comes with its working, so you can see whether usage or the conversation moved the number.
For now you upload usage as a CSV. Segment, Mixpanel, Amplitude and PostHog are coming, and none is live yet.
Kelpie's own API reads the mail and distils the facts and promises; ChatGPT, Claude or Grok, on any plan including the free ones, is just where you read and write. The connector, the link between Kelpie and your assistant, reads and writes. Each CSM works in the assistant they already use, and the whole team reads the same memory.
One fixed price per seat means you know the bill before you start. There is no platform fee, no minimum and no credits. Managers who only view the dashboard are free.
When is Planhat the better pick than Kelpie?
Pick Planhat if you need a broader platform, a CS team bigger than the 15 Kelpie is recommended for, or a security certificate. Kelpie suits a small team that wants account scoring at a published price, with the working shown.
- Planhat is a broader platform. It describes itself as "a new generation of CRM", and its pricing page lists several products. Kelpie is narrower and focuses on account scoring. If you want one system for more than that, look at Planhat.
- Kelpie is recommended for CS teams of up to 15, so a bigger team may be better served elsewhere.
- Planhat's Gartner page lists ISO 27001 and SOC 2. Kelpie is early and has no SOC 2 certification, and Kelpie's trust page says what is built. If your procurement team needs a certificate, Kelpie cannot supply one today.
- Kelpie has no published reviews or analyst ranking to show you yet.
- Usage arrives by CSV for now. If you need live usage to make a risk call, weigh that first.
- A usage file whose newest week is more than a fortnight old stops counting, and the run says so.
- Kelpie reads email, calendar and usage, not chat, your CRM or your support desk. A warning sign that only shows up in those places will be missed.
- The account owner reviews what Kelpie asks each week, about 15 minutes.
Frequently asked questions
Who are Planhat's main competitors?
On the pages we checked on 26 October 2026, the closest are Vitally, Gainsight, ChurnZero, Totango (now Odie) and Custify. Vitally also publishes its own "Top 5 Planhat Alternatives" article (byline 2 May 2023, https://www.vitally.io/post/best-planhat-alternatives), so read it as a vendor's view. For a smaller team, Kelpie is another option.
Does Planhat publish its price?
Not that we found on 26 October 2026. Its pricing page says pricing is quote-based, with add-ons, and shows no amounts.
What is the cheapest Planhat alternative?
Of the tools compared here, Kelpie is the only one that shows an amount: USD 125 a seat a month. The others showed no amount on the pages we checked. A published amount does not tell you what you would pay.
Is Planhat better than Kelpie?
If you want a broader platform that starts from a CRM, as Planhat describes itself, yes. For a team of up to 15 that wants account scoring from email, calendar and usage, Kelpie is recommended.
Does Kelpie use product usage data?
Yes. Kelpie scores from product usage as well as email and calendar.
What does Kelpie cost?
USD 125 a seat a month. A seat is a mailbox Kelpie reads, at the same price however many emails it gets. There is no platform fee and no minimum. Managers who only view the dashboard are free.
Is Kelpie SOC 2 certified?
No. Kelpie is early, and it is not SOC 2 certified. What is and is not built is listed on Kelpie's trust page.
See it on your own accounts
Book 30 minutes and Kelpie scores your own accounts, with the working shown. If it doesn't hold up, you'll see that too.
More: Kelpie home · Gainsight alternatives · ChurnZero alternatives · Customer success software pricing · Kelpie inside ChatGPT, Claude or Grok · Trust · Best customer success software