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Software · head to head

Agile CRM vs Planhat

Agile CRM logo

Agile CRM

Software

All-in-one CRM, Marketing, and Service Software

From
Free
Rated
-
Full reviewWebsite
Planhat logo

Planhat

Software

The Beautiful Customer Platform

From
On request
Rated
-
Full reviewWebsite

The short version

  • Only Agile CRM has a free tier, so it costs nothing to try first.
  • Each has a real cost: Agile CRM the Internet Archive's capture of Agile CRM's pricing page on 29 December 2022 listed Starter at $8.99 per user per month (2-year rate), Regular at $29.99, and Enterprise at $47.99, with the Free tier capped at 10 users and 1,000 contacts.; Planhat implementation demands data-modeling expertise and dedicated technical administration
  • They diverge on capability: Agile CRM covers Contact management, Planhat covers Customer portals.

Where they differ

Only the attributes on which Agile CRM and Planhat actually diverge.

Attributes where Agile CRM and Planhat differ
AttributeAgile CRMPlanhat
Starting priceFreeOn request
Pricing modelsubscriptionUnknown
Free tierYesNo
Founded20092015

Identical on both: platforms (Web), user rating (Not yet rated), category (Unknown).

What each one covers

Drawn from each product's published feature list. An absence here means we hold no record of it - not that the product lacks it.

Only in Agile CRM

  • Contact management
  • Lead scoring
  • Email automation
  • Marketing automation
  • Service desk
  • Web forms
  • Analytics
  • Zapier

Only in Planhat

  • Customer portals
  • Revenue analytics
  • Health scores
  • Playbooks
  • Usage tracking
  • Salesforce
  • HubSpot
  • Segment

Both cover

  • Web support

What people use each for

The jobs each tool is most often brought in to do.

Agile CRM

  • Sales managementnot Planhat
  • Marketing automationnot Planhat
  • Customer servicenot Planhat

Planhat

  • Customer Successnot Agile CRM
  • Customer Portalsnot Agile CRM
  • Data Managementnot Agile CRM

Where each one falls short

Documented limitations, not opinions. Every one is a constraint you would hit in normal use.

Agile CRM

  • The Internet Archive's capture of Agile CRM's pricing page on 29 December 2022 listed Starter at $8.99 per user per month (2-year rate), Regular at $29.99, and Enterprise at $47.99, with the Free tier capped at 10 users and 1,000 contacts.

Planhat

  • Implementation demands data-modeling expertise and dedicated technical administration
  • Zero pricing transparency requiring direct sales engagement for quotes
  • Integration and data synchronization complexity requiring developer involvement
  • Users report data inaccuracies affecting platform reliability

Pricing, plan by plan

Agile CRM

Free
  • FreeFree
    • Contact management
    • Task management
  • Starter$9/month
    • Everything in Free
    • Email automation
    • Landing pages
  • Business$39/month
    • Everything in Starter
    • Advanced analytics
    • API access

Planhat

On request
  • Start-Up$1150/month
    • Customer 360
    • Health scores
    • Basic playbooks
  • Professional$1750/month
    • All Start-Up features
    • Advanced playbooks
    • Renewal forecasting
  • Enterprise$custom/mo
    • All Professional features
    • Advanced analytics
    • Dedicated support

Which should you pick?

Choose Agile CRM if

  • You need contact management.
  • You want to start without paying.
  • You also want lead scoring.
Agile CRM review

Choose Planhat if

  • You need customer portals.
  • You also want revenue analytics.
Planhat review

Questions people ask

Is Agile CRM or Planhat better?
Neither clearly leads. Agile CRM starts at Free and Planhat at On request, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, Agile CRM or Planhat?
Agile CRM has a free tier; the other does not. Paid plans start at Free for Agile CRM and On request for Planhat.
Does Agile CRM or Planhat run on more platforms?
Both run on Web, so platform support will not decide this one for you.
Can I use Agile CRM for free?
Yes. Agile CRM has a free tier, so you can try it without paying. Planhat starts at On request.
What is Agile CRM best used for?
Agile CRM is most often used for sales management, marketing automation, customer service. Of those, sales management and marketing automation are not what Planhat is typically brought in for.
What can Agile CRM do that Planhat cannot?
Agile CRM covers Contact management, Lead scoring, Email automation, Marketing automation. Planhat covers Customer portals, Revenue analytics, Health scores, Playbooks. Both handle Web support.

Answered from the vendors’ own pages

Planhat: What is Planhat's pricing model?

Planhat uses custom, quote-based pricing with no published rates. Start-Up plans estimated at $1,150/month, Professional around $1,750/month ($25K-$45K/year for mid-market), and Enterprise from $50K-$100K+/year. All plans include unlimited users.

Source
Planhat: Does Planhat include unlimited users?

Yes. All Planhat plans include unlimited users, so scaling the platform across the organization does not increase per-seat costs.

Source
Planhat: What integrations does Planhat support?

Planhat offers a full REST API and webhooks for read/write access, enabling advanced integrations with CRMs, data warehouses, and other systems. However, integration complexity requires developer involvement.

Source
Planhat: How long does Planhat take to implement?

Planhat requires significant implementation time due to data modeling and configuration depth. The platform demands dedicated technical administration and planning expertise.

Source
Planhat: What customer success features does Planhat provide?

Planhat includes Customer 360 profiles, customizable health scores, playbooks and automations, renewal forecasting, expansion tracking, and flexible data modeling for complex customer lifecycles.

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