Whats Better Than Planhat?

All-in-One Success with Vitally

Make smarter, faster customer experiences powered by your data. Vitally instantly levels up your Customer Success with more tools, better integrations, and greater results.

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Trusted by leading B2B Customer Success Teams

Vitally vs. Planhat

Explore the reasons today’s Customer Success Leaders are choosing Vitally over Planhat.



No matter your plan type, Vitally gives you and your team complete access to the Vitally platform unlike Planhat's Basic, Professional, and Enterprise tiers.



Streamline your Customer Success organization with powerful automation. Assign customers, create projects, close tasks, and so much more.

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Design focused Hubs to tailor your Customer Success Platform to the specific needs of your Customer Success team and outcomes.

Your Tech Stack Thrives in Vitally

We’ve got plug-and-play integrations that you are in full control of.

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Did You Know: Planhat Doesn’t Support Billing Stripe, Recurly, and Chargebee.

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“I have recommended Vitally to many leaders of Customer success organizations because we have had such phenomenal results using it ourselves.”

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Nick Raushenbush

Chief Operating Officer

6 Reasons Teams Choose Vitally

There’s a lot to like with Vitally. Here are a few highlights in how we stack up with Planhat.

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Hubs vs Folders

Organize Your Work & Data

Vitally is the only Customer Success Platform that offers dedicated Hubs for organizing all your work and data. Create Hubs for onboarding, renewals, or just your day-to-day!


With Planhat, customers can organize their platform experience with Folders and filters. However, those Folders can only contain table and board views. Planhat doesn't have a way to add their Portals or other view types to a Folder.

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Get More Done — A Lot More

Vitally’s Playbook automation builder can be built off of 7 different triggers and deliver outcomes with 13 actions. With powerful branching logic, teams can handle CSM assignment, project creation, email delivery, task completion, and much more from a single Playbook.


The Planhat platform only supports automation for 6 different actions. It also lacks branching logic, making automation more complex to build at scale. Instead of branching, users need to maintain several automation flows vs just one in Vitally. It's also important to note that Planhat Basic plan customers can only leverage single-step automation.

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Track Your Strategies at Scale

Vitally Goals enable you to automatically track the success of your strategies and activities. Create Goal Templates and automate Goal-setting in Playbooks to standardize and continuously improve your processes.


Planhat doesn't offer any operational goal tracking features.

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Centralize Customer Feedback

Use Vitally Surveys to better understand how your customers are feeling across their entire journey. Build and send custom surveys to uncover insights, gather feedback, measure processes, and much more. Additionally, customers can leverage Vitally's in-app and email NPS to continuously capture customer sentiment.


Planhat does not offer any native surveying features besides in-app and email NPS.

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Docs vs Portals

Collaboration Powered by Data

With Vitally Docs, your Customer Success team and your customers can easily collaborate and reach goals together. Enrich your experiences with real-time data, including Projects, Tasks, customer data, PDF files, videos, and more.


While Planhat offers a Portals feature similar to Vitally Docs, it has significant limitation for ensuring data accuracy across the tool and other connected tools. Information entered into the Portal also cannot automatically update on the Account details and back to tools like your CRM.

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Workflows & Processes

Document & Execute Team Strategies

With Vitally, create a repository of team processes, workflows, and strategies that reside on the same platform where your customer data lives. This allows teams to use data to inform decisions and to fully manage projects and strategic goals.


Planhat doesn’t provide tools for managing your internal processes, workflows, and strategies. Instead, these happen outside of Planhat and disconnects from your customer data.

There’s Even More to Vitally 
That Planhat Can’t Do

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Vitally offers a wide range of pinnable data visualizations including Tables, Boards, Projects, Docs, Dashboards, and 360s. Planhat does not.

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Vitally Notes are enriched with editable data fields to automatically update your customer data in real-time. Planhat requires manual editing.

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Success Metrics

Easily create data calculations with no coding. Just select your data points and Vitally will measure it. Planhat requires SQL-like coding.

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Knowledge Base

Vitally enables teams to create a unified platform for hosting and managing their internal processes. Planhat does not.

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Set up triggers to indicate churn risks and expansion opportunities wherever your accounts are. Planhat does not.

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HubSpot Deals

Vitally has a bidirectional sync with HubSpot for Deals and Notes, keeping your CSP and CRM aligned. Planhat only supports one-way syncing.

Don’t Just Take Our Word for It

G2 customers have repeatedly ranked Vitally #1 in Best Results for Fastest Time to ROI and Fastest Time to Go Live.

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Time to Estimated ROI

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Time to Go Live

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Leading the Future of Customer Success

Ready to Put Your Data To Work?

Take a live look at Vitally's Customer Success Platform to learn how your data can help your teams and customers achieve greater success.

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