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Software · head to head

Planhat vs Streak

Planhat logo

Planhat

Software

The Beautiful Customer Platform

From
On request
Rated
-
Full reviewWebsite
Streak logo

Streak

Software

CRM superpowers for Gmail

From
Free
Rated
-
Full reviewWebsite

The short version

  • Only Streak has a free tier, so it costs nothing to try first.
  • Each has a real cost: Planhat implementation demands data-modeling expertise and dedicated technical administration; Streak the free tier is email tools only, with pipelines, contact records and automation all requiring the Pro plan
  • They diverge on capability: Planhat covers Customer portals, Streak covers Pipeline management.

Where they differ

Only the attributes on which Planhat and Streak actually diverge.

Attributes where Planhat and Streak differ
AttributePlanhatStreak
Starting priceOn requestFree
Pricing modelUnknownsubscription
Free tierNoYes
Founded20152011

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 Planhat

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

Only in Streak

  • Pipeline management
  • Email tracking
  • Automation
  • Document tracking
  • Live engagement metrics
  • Gmail
  • Outlook
  • Google Sheets

Both cover

  • Web support

What people use each for

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

Planhat

  • Customer Successnot Streak
  • Customer Portalsnot Streak
  • Data Managementnot Streak

Streak

  • Managing sales pipelines directly inside Gmailnot Planhat
  • Tracking email opens and running mail merges from an inboxnot Planhat

Where each one falls short

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

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

Streak

  • The free tier is email tools only, with pipelines, contact records and automation all requiring the Pro plan
  • Free mail merge is capped at 50 a day
  • The entry paid plan is $49 per user per month, which is high for a CRM that lives inside Gmail
  • Integrations require a paid plan

Pricing, plan by plan

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

Streak

Free
  • FreeFree
    • Basic CRM
    • Pipeline management
  • Professional$10/month
    • Everything in Free
    • Email tracking
    • Automation
  • Business$50/month
    • Everything in Professional
    • Advanced features

Which should you pick?

Choose Planhat if

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

Choose Streak if

  • You need pipeline management.
  • You want to start without paying.
  • You also want email tracking.
Streak review

Questions people ask

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

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