Softwr

Software · head to head

Cloze vs Planhat

Cloze logo

Cloze

Software

Relationship management for professionals

From
$50/month
Rated
-
Full reviewWebsite
Planhat logo

Planhat

Software

The Beautiful Customer Platform

From
On request
Rated
-
Full reviewWebsite

The short version

  • Each has a real cost: Cloze four paid tiers run from $17 to $42 per user per month, and each withholds a different set of features rather than simply adding capacity; Planhat implementation demands data-modeling expertise and dedicated technical administration
  • They diverge on capability: Cloze covers Contact management, Planhat covers Customer portals.

Where they differ

Only the attributes on which Cloze and Planhat actually diverge.

Attributes where Cloze and Planhat differ
AttributeClozePlanhat
Starting price$50/monthOn request
Pricing modelsubscriptionUnknown
PlatformsWeb, Ios, AndroidWeb
Founded20122015

Identical on both: free tier (No), 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 Cloze

  • Contact management
  • Communication history
  • Relationship insights
  • Task management
  • Integration aggregation
  • Gmail
  • Outlook
  • LinkedIn

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.

Cloze

  • CRM that builds contact records automatically from email and calendarnot Planhat
  • Tracking relationships and follow ups without manual data entrynot Planhat

Planhat

  • Customer Successnot Cloze
  • Customer Portalsnot Cloze
  • Data Managementnot Cloze

Where each one falls short

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

Cloze

  • Four paid tiers run from $17 to $42 per user per month, and each withholds a different set of features rather than simply adding capacity
  • Campaign automation, marketing mail and generative AI require the Business Platinum plan at $42 per user per month
  • Lead routing, sub team hierarchies and enterprise controls are Platinum only
  • Even the Business Gold plan at $29 per user excludes the matching engine and lead capture
  • The concierge service is an add on at $20 per user per month with a $500 monthly minimum
  • Every published rate assumes annual billing

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

Cloze

$50/month
  • Professional$50/month
    • Contact management
    • Communication history
    • Insights
  • Team$100/month
    • Everything in Professional
    • Team collaboration
    • Advanced analytics

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 Cloze if

  • You need contact management.
  • You work on Web, Ios, Android.
  • You also want communication history.
Cloze review

Choose Planhat if

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

Questions people ask

Is Cloze or Planhat better?
Neither clearly leads. Cloze starts at $50/month and Planhat at On request, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, Cloze or Planhat?
Cloze starts at $50/month and Planhat at On request.
Does Cloze or Planhat run on more platforms?
Cloze runs on Web, Ios, Android. Planhat runs on Web.
What is Cloze best used for?
Cloze is most often used for crm that builds contact records automatically from email and calendar, tracking relationships and follow ups without manual data entry. Of those, crm that builds contact records automatically from email and calendar and tracking relationships and follow ups without manual data entry are not what Planhat is typically brought in for.
What can Cloze do that Planhat cannot?
Cloze covers Contact management, Communication history, Relationship insights, Task management. 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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