Planhat vs Vitally
Planhat is a customer data layer you model yourself, with CRM, CSP and PSA products on a quoted platform fee. Vitally is a day-to-day workspace for success managers with three named plans. Neither shows a price, so the choice rests on who builds and who uses the tool.
Sebastiaan SmitsFounderVendors can pay for more visibility on this website, for example a higher place in a ranking or more room on a page. Commercial relationships can also affect which products we feature and how prominently. Every vendor link is marked the same, whatever the arrangement behind it. How that works.
Choose Planhat ifyou have someone who can design the data model, want CRM and services products alongside success, and need a vendor that can contract through a Swedish entity.
Choose Vitally ifyou want account notes, documents and tasks in one place, like three clearly named plans, and are fine with a Delaware-formed US vendor.
Planhat and Vitally side by side
| Planhat | Vitally | |
|---|---|---|
| Our customer success rank | #4 of 15 | #5 of 15 |
| Established in | Sweden | United States |
| List price, 4 November 2026 | Quote-based; platform fee plus minimum Core Users, billed annually upfront, USD by default | Request Pricing on Tech-Touch, Hybrid-Touch and High-Touch; no figures or currency shown |
| Free tier | — | — |
| Open source | — | — |
| Self-hostable | — | — |
| Built for | Data-literate teams that want the model built around their product | Success teams that live in the tool all day, every day |
| Not for | Teams wanting something configured and running in a fortnight | Enterprises that need formal reporting and renewal forecasting |
Both are reviewed in full in our customer success ranking: Planhat and Vitally.
Where they differ
Planhat 1 · Vitally 2 · open 1- 01
How the quote is built
Planhat charges a platform fee plus a minimum number of Core Users, with extra users and Solution Extensions added on top, billed annually upfront. Vitally's three plans each read Request Pricing, with no billing basis stated. Planhat explains its structure more, but neither publishes a figure.
Depends on the buyer
- 02
Seats
Planhat includes unlimited View Users on all plans, while Core Users count toward the quote. Vitally includes unlimited observer seats on every plan and unlimited full seats only on High-Touch. A team with many full-time users is better placed on Vitally's top plan than on a minimum-seat model.
Edge: Vitally
- 03
Scope of the product
Planhat sells CRM, CSP and PSA, with pipeline, lead scoring, forecasting, an Open API and add-ons such as Advanced Portals. Vitally lists health scores, NPS, surveys, Blueprints, project management and note taking. If you want revenue tooling beside success work, Planhat covers more.
Edge: Planhat
- 04
Hosting and entity
Vitally states AWS hosting in us-east-1 and us-east-2 with EU hosting in eu-north-1, and is formed in Delaware. Planhat names Google Cloud without a region, and its contracting entity is either Planhat AB (Swedish law) or Planhat, Inc. (Delaware law) per the order. Vitally is clearer on regions.
Edge: Vitally
When neither fits
If you want a data-heavy platform with a long rollout, or a fixed-fee tool a small team can switch on fast, look at Gainsight or Custify instead.
Planhat or Vitally: questions
3 answersDo Planhat or Vitally have a free plan?
Neither names one. Both pages describe a demo with a dedicated trial sandbox using your customer data, and neither states how long it lasts.
Can Vitally data be hosted in the EU?
Its security page lists EU hosting in eu-north-1, alongside US regions. Planhat's page names Google Cloud but no region.
Which one bills in euros?
Planhat bills in USD by default and offers EUR or GBP for a conversion fee. Vitally states no currency.
Sources
Checked 4 November 2026- Planhat pricing page: quote-based fee structure, annual billing, currency options, View Users, product areas and add-ons.
- Planhat terms and security pages: Planhat AB or Planhat, Inc. as contracting entity, Google Cloud hosting without a region.
- Vitally pricing page: three plan names, Request Pricing, observer seats, full seats on High-Touch, named features.
- Vitally security page: AWS regions us-east-1, us-east-2 and EU hosting in eu-north-1.