## Vitally vs. Planhat # Vitally Beats Planhat on Speed, Simplicity, & Scale Planhat users often face complex automation, limited integrations, and clunky reporting. Vitally’s all-in-one Customer Success Platform streamlines workflows — with purpose-built AI powering unmatched productivity — so you can onboard faster, act on insights, and scale with ease. 4.5 based on 600+ Reviews Company Email\* Job Title\* Company URL\* Number of Employees At Your Company\* Please Select1-56-2526-5051-100101-500501-10001001+ GCLID Last URL Seen Before Demo UTM Term UTM Medium UTM Source UTM Content UTM Campaign utm\_adgroup Contact Source Campaign Custom Lead Source ## Trusted by 600+ Leading B2B Customer Success Teams ## The Vitally Advantage Over Planhat ### All Features, All Plans 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. ### 2x Automation Streamline your Customer Success organization with powerful automation. Assign customers, create projects, close tasks, and so much more. ### Purpose Built AI Vitally has AI specifically built for scaled Customer Success — to help teams better understand customers to reduce churn, unlock growth, and always stay a step ahead. ## Your Tech Stack Thrives in Vitally Vitally has plug-and-play integrations that you are in full control of. [Browse All Integrations](https://www.vitally.io/integrations) [View Integration](https://docs.vitally.io/en/articles/9847303-redshift) [View Integration](https://www.vitally.io/customer-success-platforms/vitally-vs-planhat#) [View Integration](https://docs.vitally.io/en/articles/9847107-s3) [View Integration](https://www.vitally.io/customer-success-platforms/vitally-vs-planhat#) [View Integration](https://docs.vitally.io/en/articles/9831582-amplitude) [View Integration](https://www.vitally.io/customer-success-platforms/vitally-vs-planhat#) [View Integration](https://docs.vitally.io/en/articles/9847306-bigquery) [View Integration](https://www.vitally.io/customer-success-platforms/vitally-vs-planhat#) [View Integration](https://docs.getcensus.com/destinations/available-destinations/vitally) [View Integration](https://www.vitally.io/customer-success-platforms/vitally-vs-planhat#) [View Integration](https://docs.vitally.io/en/articles/9840874-chargebee) [View Integration](https://www.vitally.io/customer-success-platforms/vitally-vs-planhat#) [View Integration](https://docs.vitally.io/en/articles/9847103-clearbit) [View Integration](https://www.vitally.io/customer-success-platforms/vitally-vs-planhat#) [View Integration](https://docs.vitally.io/en/articles/9847095-gmail) [View Integration](https://www.vitally.io/customer-success-platforms/vitally-vs-planhat#) [View Integration](https://docs.vitally.io/en/articles/9971509-gong) [View Integration](https://www.vitally.io/customer-success-platforms/vitally-vs-planhat#) [View Integration](https://docs.vitally.io/en/articles/9971467-google-calendar-meetings) [View Integration](https://www.vitally.io/customer-success-platforms/vitally-vs-planhat#) [View Integration](https://hightouch.com/docs/destinations/vitally) [View Integration](https://www.vitally.io/customer-success-platforms/vitally-vs-planhat#) [View Integration](https://docs.vitally.io/en/articles/9831811-hubspot) [View Integration](https://www.vitally.io/integration/hubspot) [View Integration](https://docs.vitally.io/en/articles/9847084-intercom) [View Integration](https://www.vitally.io/customer-success-platforms/vitally-vs-planhat#) [View Integration](https://docs.vitally.io/en/articles/9847070-jira) [View Integration](https://www.vitally.io/customer-success-platforms/vitally-vs-planhat#) [View Integration](https://docs.vitally.io/en/articles/9847104-looker) [View Integration](https://www.vitally.io/customer-success-platforms/vitally-vs-planhat#) [View Integration](https://docs.vitally.io/en/articles/9890248-mailgun) [View Integration](https://www.vitally.io/customer-success-platforms/vitally-vs-planhat#) [View Integration](https://docs.vitally.io/en/articles/9831566-mixpanel) [View Integration](https://www.vitally.io/customer-success-platforms/vitally-vs-planhat#) [View Integration](https://docs.vitally.io/en/articles/9874098-mysql) [View Integration](https://www.vitally.io/customer-success-platforms/vitally-vs-planhat#) [View Integration](https://docs.vitally.io/en/articles/9847098-outlook) [View Integration](https://www.vitally.io/customer-success-platforms/vitally-vs-planhat#) [View Integration](https://docs.vitally.io/en/articles/9847117-pendo) [View Integration](https://www.vitally.io/customer-success-platforms/vitally-vs-planhat#) [View Integration](https://docs.vitally.io/en/articles/9847301-postgresql) [View Integration](https://www.vitally.io/customer-success-platforms/vitally-vs-planhat#) [View Integration](https://docs.vitally.io/en/articles/9847055-recurly) [View Integration](https://www.vitally.io/customer-success-platforms/vitally-vs-planhat#) [View Integration](https://docs.vitally.io/en/articles/9847122-rudderstack) [View Integration](https://www.vitally.io/customer-success-platforms/vitally-vs-planhat#) [View Integration](https://docs.vitally.io/en/articles/9831595-salesforce) [View Integration](https://www.vitally.io/integration/salesforce) [View Integration](https://docs.vitally.io/en/articles/9847101-sendgrid) [View Integration](https://www.vitally.io/customer-success-platforms/vitally-vs-planhat#) [View Integration](https://help.simplesat.io/en/articles/6120819-vitally-integrations) [View Integration](https://www.vitally.io/customer-success-platforms/vitally-vs-planhat#) [View Integration](https://docs.vitally.io/en/articles/9890222-slack) [View Integration](https://www.vitally.io/integration/slack) [View Integration](https://docs.vitally.io/en/articles/9847309-snowflake) [View Integration](https://www.vitally.io/customer-success-platforms/vitally-vs-planhat#) [View Integration](https://docs.vitally.io/en/articles/9840858-stripe) [View Integration](https://www.vitally.io/customer-success-platforms/vitally-vs-planhat#) [View Integration](https://help.thena.ai/docs/vitally) [View Integration](https://www.vitally.io/customer-success-platforms/vitally-vs-planhat#) [View Integration](https://docs.vitally.io/en/articles/9825898-segment) [View Integration](https://www.vitally.io/customer-success-platforms/vitally-vs-planhat#) [View Integration](https://docs.vitally.io/en/articles/9890239-zapier) [View Integration](https://www.vitally.io/integration/zapier) [View Integration](https://docs.vitally.io/en/articles/9847077-zendesk) [View Integration](https://www.vitally.io/customer-success-platforms/vitally-vs-planhat#) [View Integration](https://docs.vitally.io/en/articles/9847107-s3) [View Integration](https://www.vitally.io/customer-success-platforms/vitally-vs-planhat#) [View Integration](https://docs.vitally.io/en/articles/9847095-gmail) [View Integration](https://www.vitally.io/customer-success-platforms/vitally-vs-planhat#) [View Integration](https://docs.vitally.io/en/articles/9971509-gong) [View Integration](https://www.vitally.io/customer-success-platforms/vitally-vs-planhat#) [View Integration](https://hightouch.com/docs/destinations/vitally) [View Integration](https://www.vitally.io/customer-success-platforms/vitally-vs-planhat#) [View Integration](https://docs.vitally.io/en/articles/9831811-hubspot) [View Integration](https://www.vitally.io/integration/hubspot) [View Integration](https://docs.vitally.io/en/articles/9847070-jira) [View Integration](https://www.vitally.io/customer-success-platforms/vitally-vs-planhat#) [View Integration](https://docs.vitally.io/en/articles/9874098-mysql) [View Integration](https://www.vitally.io/customer-success-platforms/vitally-vs-planhat#) [View Integration](https://docs.vitally.io/en/articles/9847117-pendo) [View Integration](https://www.vitally.io/customer-success-platforms/vitally-vs-planhat#) [View Integration](https://docs.vitally.io/en/articles/9831595-salesforce) [View Integration](https://www.vitally.io/integration/salesforce) [View Integration](https://docs.vitally.io/en/articles/9890222-slack) [View Integration](https://www.vitally.io/integration/slack) [View Integration](https://help.thena.ai/docs/vitally) [View Integration](https://www.vitally.io/customer-success-platforms/vitally-vs-planhat#) [View Integration](https://docs.vitally.io/en/articles/9890239-zapier) [View Integration](https://www.vitally.io/integration/zapier) Did You Know: Planhat doesn’t support Stripe, Recurly, and Chargebee. ### Vitally vs. Planhat ## Choosing the Faster Path to Customer Success There’s a lot to like with Vitally. Here are a few highlights in how we stack up with Planhat. [Vitally AI](https://www.vitally.io/customer-success-platforms/vitally-vs-planhat#vitally-ai) [Automation](https://www.vitally.io/customer-success-platforms/vitally-vs-planhat#automation) [Surveys](https://www.vitally.io/customer-success-platforms/vitally-vs-planhat#surveys) [Goals](https://www.vitally.io/customer-success-platforms/vitally-vs-planhat#goals) ## Vitally aI ### Purpose Built AI for Customer Success #### Vitally Vitally AI is embedded across Accounts, Conversations, Meetings, Notes, and more. With tools like AI Summaries, AI Actions, Ask AI, and a built-in AI Meeting Recorder, teams can surface insights, detect risks, and create Tasks without leaving their workflow. The Meeting Recorder captures, transcribes, and summarizes calls for faster follow-up and visibility. Everything is native — no setup or extra tools needed. #### Planhat Planhat AI lacks a platform-wide AI assistant, and features are isolated instead of embedded in workflows. Setup is manual, and usage is limited by credit-based plans — making it harder to scale AI across teams efficiently. Launch Product Tour [Get Started With Vitally →](https://www.vitally.io/demo-request) ## Automation ### Get More Done — A Lot More #### Vitally Vitally’s Playbook automation builder can be built off of 7 different triggers and deliver outcomes with 14 actions. With powerful branching logic, teams can handle CSM assignment, project creation, email delivery, task completion, and much more from a single Playbook. #### Planhat Planhat offers a set of 6 basic automation actions: Send Email, Create Task, Send Slack Message, Update Field, Execute Function, and connect to AI (such as ChatGPT). The overall automation experience is more technical and rigid compared to Vitally. Launch Product Tour [Get Started With Vitally →](https://www.vitally.io/demo-request) ## Surveys ### Centralize Customer Feedback #### Vitally 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 Planhat does not offer any native surveying features besides in-app and email NPS. Launch Product Tour [Get Started With Vitally →](https://www.vitally.io/demo-request) ## Goals ### Track Your Strategies at Scale #### Vitally 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 Planhat doesn't offer any operational goal tracking features. Launch Product Tour [Get Started With Vitally →](https://www.vitally.io/demo-request) ## Vitally aI ### Purpose Built AI for Customer Success Vitally Lorem ipsum dolor sit amet, consectetur adipiscing elit. Cras accumsan massa vel consectetur tristique. Integer sit amet lorem vitae orci imperdiet pretium. Proin vulputate dictum nisl, eget pellentesque ipsum ultrices eget. Suspendisse efficitur dictum. Planhat Lorem ipsum dolor sit amet, consectetur adipiscing elit. Cras accumsan massa vel consectetur tristique. Integer sit amet lorem vitae orci imperdiet pretium. Proin vulputate dictum nisl, eget pellentesque ipsum ultrices. [Get Started With Vitally](https://www.vitally.io/demo-request) [Take a Product Tour →](https://www.vitally.io/platform-tour) ## Automation ### Get More Done — A Lot More Vitally 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. Planhat 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. [Get Started With Vitally](https://www.vitally.io/demo-request) [Take a Product Tour →](https://www.vitally.io/platform-tour) ## Surveys ### Centralize Customer Feedback Vitally Planhat Planhat does not offer any native surveying features besides in-app and email NPS. [Get Started With Vitally](https://www.vitally.io/demo-request) [Take a Product Tour →](https://www.vitally.io/platform-tour) ## Goals ### Track Your Strategies at Scale Vitally Planhat Planhat doesn't offer any operational goal tracking features. [Get Started With Vitally](https://www.vitally.io/demo-request) [Take a Product Tour →](https://www.vitally.io/platform-tour) ## Vitally AI vs. Planhat AI ### Vitally ### Planhat ### AI Copilot / Assistant Fully embedded across objects Basic GPT tools ### Native AI Meeting Recorder Built-in recorder with summaries, tasks, follow-ups ### Meeting Summaries Native & Gong-supported ### AI Summaries Takes into account all major objects Conversations only ### AI Task Suggestions From meetings, notes, and conversations ### Follow-Up Email Drafting Auto-generated from meeting context GPT email assistant ### Custom Object Extraction From conversations & meetings ### Ask AI / Natural-Language Q&A Across all customer data ### In-line Citations Gives you visibility into AI sources ## Don’t Just Take Our Word for It Our customers have repeatedly ranked Vitally as a top CSP on G2 for Fastest Time to ROI and Fastest Time to Go Live. [View G2 Reviews\\ ### Time to Estimated ROI ### Time to Go Live \\ \\ Nick Raushenbush\\ \\ Chief Operating Officer @ Shogun\\ \\ \\ \\ “I have recommended Vitally to many leaders of Customer Success organizations because we have had such phenomenal results using it ourselves.”\\ \\ Read Story](https://www.vitally.io/case-study/shogun) ## Ready to Scale Your Customer Success [Get a Demo](https://www.vitally.io/demo-request) [Start Product Tour](https://www.vitally.io/platform-tour) 4.5 based on 600+ Reviews Rated #1 in Momentum ###### Explore Vitally [Request a Demo](https://www.vitally.io/demo-request) [Product Tour](https://www.vitally.io/platform-tour) [Sign In](https://login.vitally.io/) ###### Product [Productivity](https://www.vitally.io/product/productivity) [Visibility](https://www.vitally.io/product/visibility) [Collaboration](https://www.vitally.io/product/collaboration) [Vitally AI](https://www.vitally.io/product/ai) [Blueprints](https://www.vitally.io/product/blueprints) [Integrations](https://www.vitally.io/integrations) ###### Learn [Demo Center](https://www.vitally.io/demo-center) [Vitally Academy](https://www.vitally.io/academy) [Help Center](https://docs.vitally.io/) ###### Solutions [CSMs](https://www.vitally.io/solution/csm) [CS Leaders](https://www.vitally.io/solution/cs-leader) [CS Operations](https://www.vitally.io/solution/operations) [Account Managers](https://www.vitally.io/solution/account-managers) [CSP > CRM](https://www.vitally.io/cs-teams-need-cs-tools) ###### Features [Health Scores](https://www.vitally.io/features/health-scores) [NPS](https://www.vitally.io/features/nps) [Custom Surveys](https://www.vitally.io/features/surveys) [Automation](https://www.vitally.io/features/automation) [Reporting](https://www.vitally.io/features/reporting) [Project Management](https://www.vitally.io/features/project-management) [Note-Taking](https://www.vitally.io/features/note-taking) [All Features](https://www.vitally.io/product/features) ###### Customers [Mixpanel](https://www.vitally.io/inspiration/mixpanels-guide-to-customer-onboarding) [Navattic](https://www.vitally.io/inspiration/how-navattic-automates-onboarding-with-vitally-playbooks) [Partnerstack](https://www.vitally.io/inspiration/partnerstacks-program-checklist-for-effective-onboarding) [Tines](https://www.vitally.io/inspiration/how-tines-uses-a-joint-account-plan-to-manage-expansion-opportunities) [Upwards](https://www.vitally.io/inspiration/care-navigation-survey-how-molly-from-upwards-gathers-detailed-customer-insights) [User Interviews](https://www.vitally.io/inspiration/user-interviews-post-sales-handoff-template) [Zapier](https://www.vitally.io/inspiration/ai-generated-call-summaries-for-csms-at-zapier) [Inspiration Gallery](https://www.vitally.io/inspiration-gallery) [Customer Stories](https://www.vitally.io/customers) ###### Compare [Why Vitally](https://www.vitally.io/why-vitally) [vs. CRM](https://www.vitally.io/vs-crm) [vs. Planhat](https://www.vitally.io/customer-success-platforms/vitally-vs-planhat) [vs. Totango](https://www.vitally.io/customer-success-platforms/vitally-vs-totango) [vs. Gainsight](https://www.vitally.io/customer-success-platforms/vitally-vs-gainsight) [vs. Catalyst](https://www.vitally.io/customer-success-platforms/vitally-vs-catalyst) [vs. ChurnZero](https://www.vitally.io/customer-success-platforms/vitally-vs-churnzero) ###### Resources [Success Network](https://www.vitally.io/success-network) [Events](https://www.vitally.io/events) [Blog](https://www.vitally.io/blog) [Podcasts](https://www.vitally.io/media) [Research](https://www.vitally.io/resources) [Vitally Labs](https://www.vitally.io/vitally-labs) [Expert Directory](https://www.vitally.io/success-network/expert-directory) [Newsletter](https://www.vitally.io/success-network/newsletter) ###### Company [Pricing](https://www.vitally.io/pricing) [Company & Careers](https://www.vitally.io/company) [Refer & Earn](https://www.vitally.io/referral) [Service Partners](https://www.vitally.io/service-partners) [Contact Us](https://www.vitally.io/contact) [Security](https://www.vitally.io/security) [Terms & Conditions](https://www.vitally.io/terms-conditions) [Privacy Policy](https://www.vitally.io/privacy-policy) [View on LinkedIn](https://www.linkedin.com/company/vitally.io/) [View on X](https://twitter.com/vitally_io) [View on YouTube](https://www.youtube.com/channel/UCO2zR77KNIq1JNCA03TtD9g) [View on G2](https://www.g2.com/products/vitally/reviews)