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Software · head to head

Pipedrive vs Planhat

Pipedrive logo

Pipedrive

Software

The CRM that sales teams love to use

From
On request
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: Pipedrive email account connectivity restricted to maximum of five email accounts per user; Planhat implementation demands data-modeling expertise and dedicated technical administration
  • They diverge on capability: Pipedrive covers Visual pipeline, Planhat covers Customer portals.

Where they differ

Only the attributes on which Pipedrive and Planhat actually diverge.

Attributes where Pipedrive and Planhat differ
AttributePipedrivePlanhat
Pricing modelsubscriptionUnknown
PlatformsWeb, iOS, AndroidWeb
Founded20102015

Identical on both: starting price (On request), 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 Pipedrive

  • Visual pipeline
  • Deal tracking
  • Activity reminders
  • Email integration
  • Mobile apps
  • Reporting
  • Goal tracking
  • Lead management

Only in Planhat

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

What people use each for

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

Pipedrive

  • Sales pipeline management with kanban-style dashboardsnot Planhat
  • Multi-channel communication with email and calendar syncnot Planhat
  • Sales automation for small to mid-market teamsnot Planhat

Planhat

  • Customer Successnot Pipedrive
  • Customer Portalsnot Pipedrive
  • Data Managementnot Pipedrive

Where each one falls short

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

Pipedrive

  • Email account connectivity restricted to maximum of five email accounts per user

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

Pipedrive

On request

No published plan breakdown. See the Pipedrive review.

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 Pipedrive if

  • You need visual pipeline.
  • You work on Web, iOS, Android.
  • You also want deal tracking.
Pipedrive review

Choose Planhat if

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

Questions people ask

Is Pipedrive or Planhat better?
Neither clearly leads. Pipedrive starts at On request and Planhat at On request, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, Pipedrive or Planhat?
Pipedrive starts at On request and Planhat at On request.
Does Pipedrive or Planhat run on more platforms?
Pipedrive runs on Web, iOS, Android. Planhat runs on Web.
What is Pipedrive best used for?
Pipedrive is most often used for sales pipeline management with kanban-style dashboards, multi-channel communication with email and calendar sync, sales automation for small to mid-market teams. Of those, sales pipeline management with kanban-style dashboards and multi-channel communication with email and calendar sync are not what Planhat is typically brought in for.
What can Pipedrive do that Planhat cannot?
Pipedrive covers Visual pipeline, Deal tracking, Activity reminders, Email integration. Planhat covers Customer portals, Revenue analytics, Health scores, Playbooks.

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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