Compare Planhat and involve.ai 
At a Glance
Market Segments
Mid-Market (60.3% of reviews)
Small-Business (74.4% of reviews)
Entry-Level Pricing
Custom
No pricing available
Planhat
Star Rating
(688)4.6 out of 5
Market Segments
Mid-Market (60.3% of reviews)
Entry-Level Pricing
Custom
Learn more about Planhatinvolve.ai
Star Rating
(40)4.8 out of 5
Market Segments
Small-Business (74.4% of reviews)
Entry-Level Pricing
No pricing available
Learn more about involve.aiSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- Users report that Planhat excels in customer health scores with a rating of 8.8, while involve.ai achieves a perfect score of 10.0, indicating that involve.ai provides more comprehensive insights into customer engagement and satisfaction.
- Reviewers mention that Planhat's ease of setup is rated at 7.8, which is lower than involve.ai's impressive 9.4, suggesting that users find involve.ai significantly easier to implement and start using effectively.
- G2 users highlight that Planhat's quality of support is rated at 9.4, closely trailing involve.ai's 9.6, indicating that both platforms offer excellent support, but involve.ai slightly edges out in responsiveness and assistance.
- Users on G2 report that Planhat's user-level analytics score is 8.2, while involve.ai's is higher at 8.9, suggesting that involve.ai provides more detailed insights into individual user behavior, which can be crucial for targeted strategies.
- Reviewers mention that Planhat's customization options are rated at 8.7, while involve.ai offers a slightly better score of 8.9, indicating that both platforms allow for personalization, but involve.ai may provide more flexibility in tailoring the software to specific business needs.
- Users say that Planhat's churn risk prediction feature scores 8.2, whereas involve.ai's feature shines with a score of 9.4, suggesting that involve.ai offers more robust tools for identifying and mitigating customer churn risks effectively.
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Pricing
Entry-Level Pricing
Planhat
From Start-up to Enterprise
Custom
Planhat is priced to fit your company size. You can view details here: https://www.planhat.com/pricing/
involve.ai
No pricing availableFree Trial
Planhat
No trial information availableinvolve.ai
No trial information availableRatings
Meets Requirements
8.7
573
9.4
16
Ease of Use
8.4
579
9.3
17
Ease of Setup
7.8
359
9.4
6
Ease of Admin
8.4
347
10.0
6
Quality of Support
9.4
561
9.6
16
Has the product been a good partner in doing business?
9.4
344
9.6
8
Product Direction (% positive)
9.3
524
9.2
14
Features by Category
Customer Information
8.8
416
|
Verified
10.0
6
9.0
411
|
Verified
9.4
6
8.9
421
|
Verified
8.6
6
8.5
408
|
Verified
Not enough data
8.8
376
|
Verified
7.5
6
8.3
353
|
Verified
8.9
6
7.4
293
|
Verified
Feature Not Available
Predictions
8.2
360
|
Verified
9.4
6
7.7
302
|
Verified
Not enough data
8.6
363
|
Verified
8.6
6
7.0
223
|
Verified
9.4
6
Platform
8.4
411
|
Verified
7.8
6
8.3
386
|
Verified
8.6
6
8.3
363
|
Verified
8.6
6
8.6
366
|
Verified
8.3
6
8.4
393
|
Verified
8.3
6
8.7
388
|
Verified
8.9
6
8.9
379
|
Verified
8.9
6
9.0
348
|
Verified
9.4
6
8.6
390
|
Verified
9.4
6
8.9
392
|
Verified
9.7
6
Generative AI
Feature Not Available
Feature Not Available
Feature Not Available
Feature Not Available
Billing and Payments
8.1
63
Not enough data
7.9
51
Not enough data
7.7
57
Not enough data
Revenue Recognition
8.3
76
Not enough data
7.5
51
Not enough data
7.7
56
Not enough data
Revenue Optimization
8.3
81
Not enough data
7.6
56
Not enough data
8.5
84
Not enough data
7.9
70
Not enough data
Product Analytics
8.6
58
Not enough data
8.1
59
Not enough data
8.8
54
Not enough data
8.1
44
Not enough data
8.6
56
Not enough data
8.5
46
Not enough data
8.4
52
Not enough data
8.3
60
Not enough data
Data Sourcing
8.5
129
Not enough data
8.5
126
Not enough data
6.7
90
Not enough data
7.5
93
Not enough data
Intelligence
6.4
77
Not enough data
6.7
83
Not enough data
6.5
80
Not enough data
Sales Team
7.9
60
Not enough data
7.5
59
Not enough data
8.3
79
Not enough data
Intelligence
7.8
67
Not enough data
7.7
57
Not enough data
7.5
57
Not enough data
Mapping
7.2
53
Not enough data
8.3
66
Not enough data
Platform Basics
8.1
119
Not enough data
8.0
105
Not enough data
8.5
100
Not enough data
7.8
90
Not enough data
7.9
94
Not enough data
Content
7.2
92
Not enough data
6.9
72
Not enough data
5.8
69
Not enough data
6.0
65
Not enough data
7.2
81
Not enough data
Collaboration
6.6
77
Not enough data
6.4
72
Not enough data
8.1
95
Not enough data
8.1
112
Not enough data
7.5
76
Not enough data
4.6
59
Not enough data
Analytics
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Customization
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Generative AI
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Onboarding Setup
8.7
185
Not enough data
8.3
190
Not enough data
8.7
194
Not enough data
Project Tracking
8.5
173
Not enough data
8.0
142
Not enough data
8.3
150
Not enough data
8.5
193
Not enough data
8.3
146
Not enough data
Customer Engagement
8.1
168
Not enough data
8.4
162
Not enough data
7.8
154
Not enough data
8.6
169
Not enough data
8.5
173
Not enough data
Platform
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Predictions
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Generative AI
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Functionality
8.1
35
Not enough data
8.0
31
Not enough data
8.2
28
Not enough data
7.8
31
Not enough data
7.6
35
Not enough data
Management
8.3
43
Not enough data
8.4
44
Not enough data
7.5
29
Not enough data
8.5
44
Not enough data
8.6
29
Not enough data
Generative AI
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Categories
Categories
Shared Categories
Planhat and involve.ai are categorized as Customer Success
Unique Categories
Planhat is categorized as Client Onboarding, Client Portal, Customer Revenue Optimization, Product Analytics, Subscription Revenue Management, Customer Data Platform (CDP), Data Quality, and Customer Journey Mapping
involve.ai is categorized as Experience Management and Proactive Customer Retention
Reviews
Reviewers' Company Size
Planhat
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
involve.ai
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Computer Software
37.7%
Information Technology and Services
17.7%
Marketing and Advertising
8.5%
Internet
2.3%
Human Resources
2.3%
Other
31.4%
Computer Software
30.8%
Information Technology and Services
17.9%
Internet
7.7%
Online Media
5.1%
Education Management
5.1%
Other
33.3%
Most Helpful Reviews
Planhat
Most Helpful Favorable Review
Verified User in Publishing
- I like how easy Planhat is to use and how much it has evolved over the years - We have Planhat synced with Gmail and Intercom which gives us a good understanding for customer relations, who is in touch with who and how often etc - The Health module has...
Most Helpful Critical Review
Verified User in Computer Software
The entire tool is super buggy, most integrations do not work as intended. Uploads do not work. Data module does not work properly. Feels like we are stuck in an ongoing alpha version. not worth the money.
involve.ai
Most Helpful Favorable Review
Verified User in Internet
Visibility into your entire customer base
Most Helpful Critical Review
Verified User in Publishing
- I like how easy Planhat is to use and how much it has evolved over the years - We have Planhat synced with Gmail and Intercom which gives us a good understanding for customer relations, who is in touch with who and how often etc - The Health module has...
Verified User in Internet
Visibility into your entire customer base
Verified User in Computer Software
The entire tool is super buggy, most integrations do not work as intended. Uploads do not work. Data module does not work properly. Feels like we are stuck in an ongoing alpha version. not worth the money.
Discussions
How long did it take to implement?
2 comments
PB
6 weeks or so, but most of my time was spent organising our data rather than customising PH itself so it depends on what sort of state your data is in.Read more
What's the best way to manage crossell opportunities on planhat?
1 comment
Official Response from Planhat
Hi Pedro,
Thanks for your question!
There are several ways to manage cross-sale opportunities in Planhat. Firstly, intelligent triggers and alerts can...Read more
How can I, launch two simultaneos NPScampaings
1 comment
Official Response from Planhat
Hi Matheus, your CSM will be in touch shortly and help you to set it up :)
Read more
involve.ai has no discussions with answers
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