A Planhat alternative you can start using today
Planhat is an agentic customer platform for commercial teams, with quote-based pricing. XPI CRM gives smaller customer success teams health scores, renewals, playbooks and support tickets in one place. It's free, with every feature included.
- Every feature included
- No credit card
- Unlimited clients and records
Which one fits your team?
Planhat is a strong choice if…
- you want one platform for sales CRM, customer success and professional services
- you want an AI agent (Pi) that watches health and adoption across your whole portfolio
- you want customer portals and you're ready for a demo and a quote
XPI CRM is a better fit if…
- you have a small or growing CS team and want to start without a sales call
- you want support tickets with SLAs built in, not through another tool
- you need the core of customer success (health, renewals, playbooks, tickets, NPS) without paying for a platform first
Side by side
| Feature | Planhat | XPI CRM |
|---|---|---|
| Price | Not published: quote-based, with add-ons (Upgraded AI Platform, Advanced Service, Email Marketing, Advanced Portals) | Free, every feature included. Optional Enterprise support plan |
| Try it yourself | Request a demo (no free trial mentioned) | Sign up and use it now, no credit card |
| Products | Sales CRM, customer success and professional services (PSA) | One customer success CRM |
| Health scores | Yes: Health and adoption stored over time | Yes: Automatic health score with the reasons behind it |
| Playbooks and automation | Yes: AI workflows and automations | Yes: Playbooks, templates and automation |
| Renewals | Yes: Renewal management and NRR | Yes: Renewals board, expansion, ARR/GRR/NRR |
| NPS surveys | Through Delighted and Satismeter integrations | NPS and CSAT responses by import or API. Sending surveys by email: coming soon |
| Support tickets with SLAs | Through Zendesk and Freshdesk integrations | Yes: Built in |
| Customer portals | Yes: Portals (Advanced Portals is an add-on) | No: Not offered |
| Product usage data | Yes: Usage over time, plus a Pendo integration | Usage metrics by import or API |
| AI agent | Yes: Pi, an agent that monitors health and drives adoption across accounts | Built-in XPI assistant for help and support requests |
| AI assistants (Claude, ChatGPT) | Yes: Planhat MCP Server | Yes: MCP connector included, connect in a few minutes |
See it in action
Switching from Planhat
Export your companies, end users and renewals from Planhat as CSV.
Import them into XPI with the CSV importer. Map columns to fields and you're done.
Rebuild your health score and top workflows as XPI playbooks. Start with the defaults and adjust.
Want help? Our Enterprise plan includes guided onboarding, help moving your data and health score and playbook workshops. Talk to us
Questions
Is XPI CRM really free?
Yes. Every feature is included with no credit card. The optional Enterprise plan adds people: premium support, guided onboarding and help with migration.
Can XPI fully replace Planhat?
For core customer success work (health, renewals, playbooks, tickets, surveys, dashboards), yes. If you also run sales or professional services in Planhat, or rely on customer portals or its Pi agent, XPI doesn't cover those.
Does XPI include support tickets and surveys?
Tickets with SLA rules are built in and sit next to each client's health and renewals, so you don't need a separate help desk. NPS and CSAT responses can be added by import or the API today; sending surveys by email from XPI is coming soon.
How long does switching take?
You can import CSV files the day you sign up. Most of the work is deciding on your health score and playbooks, which XPI gives you defaults for.
Does it work with Claude and ChatGPT?
Yes, and it's included. Connect XPI as an AI connector and ask about renewals at risk, client overviews or your day. Connect an AI assistant
Where is my data stored?
In the EU (Ireland).
Try XPI CRM with your own clients today
Free, every feature included, no credit card.
Planhat information is from planhat.com (home page, pricing page, Pi for Customer Success page and MCP Server page), checked 16 October 2026. Planhat is a trademark of its owner. Spotted something out of date? Tell us at hello@xpicrm.com.