Which is better, ClientSuccess or Planhat?

Planhat edges out ClientSuccess based on user ratings across 200 reviews. That said, the best pick depends on your workflow — ClientSuccess may be a stronger fit for specific team sizes or use cases. Review the full comparison to decide.

What are the main differences between ClientSuccess and Planhat?

Key differences between ClientSuccess and Planhat include pricing (ClientSuccess starts at undisclosed vs Planhat at $1,150). Use the Spotsaas comparison table to evaluate each dimension before deciding.

Do both ClientSuccess and Planhat offer a Free trial?

Neither ClientSuccess nor Planhat offers a free trial.

Who are the typical users of ClientSuccess?

ClientSuccess is designed for Large Enterprises, Medium Business, Small Business.

Who are the typical users of Planhat?

Planhat is designed for Large Enterprises, Medium Business, Small Business.

What is the starting price of ClientSuccess and Planhat?

The starting price of Planhat is $1,150/Month. Pricing for ClientSuccess is unavailable.

What are the best alternatives to ClientSuccess?

Some top alternatives to ClientSuccess include Parlor, ProsperStack, Custify, Salesmachine, Catalyst.

What are the best alternatives to Planhat?

Some top alternatives to Planhat include Salesforce, ChurnZero, ClientSuccess, Totango, Custify.

ClientSuccess vs Planhat vs Catalyst Comparison

Last updated: May 20, 2026

ClientSuccess

4.5(229 reviews)

Starting at Contact for pricing

Large Enterprises
Medium Business

Clientsuccess is a customer success software that helps to keep team members regularly reporting in a project management platform. It has a great list of features that help SmarterTools clients address the most common pa…

View Pricing Read Reviews

Planhat

4.7(200 reviews)

Starting at $1,150 /Month

Large Enterprises
Medium Business

Planhat is a customer success software that helps the companies to track the performance and satisfaction level of their customers and clients. By providing clients and customers with beautiful reports and analytics, bus…

View Pricing Read Reviews

Catalyst

4.6(130 reviews)

Starting at Contact for pricing

Large Enterprises
Medium Business

Catalyst is a customer success software suite that helps to sell more, up-sell and cross-sell, and retain customers for longer with a single solution. Granular control over the sales process provides a 360-degree view of…

View Pricing Read Reviews

Planhat leads on user satisfaction with a 4.7-star rating across 200 reviews.

ClientSuccess vs Planhat vs Catalyst — at a glance

Feature	ClientSuccess	Planhat	Catalyst
Rating	4.5 / 5	4.7 / 5	4.6 / 5
Reviews	229	200	130
Starting price	Contact for pricing	$1,150 /Month	Contact for pricing
Free trial	No	No	No
Free version	No	No	No
Best for	Large Enterprises, Medium Business, Small Business	Large Enterprises, Medium Business, Small Business	Large Enterprises, Medium Business
Category	Customer Success Software	Customer Success Software	Customer Success Software
Platforms	SaaS/Web/Cloud	SaaS/Web/Cloud	SaaS/Web/Cloud
API	Available	Available	—
Support modes	Business Hours	Online	—
Certifications	SOC 2, GDPR	SOC 2, GDPR	—
Data residency	US	Global	Global

Key differences between ClientSuccess and Planhat

Pricing: Planhat starts at $1,150 /Month. ClientSuccess pricing is not publicly listed.
User satisfaction: Planhat scores higher with a 4.7-star average.
Deployment: ClientSuccess supports SaaS/Web/Cloud; Planhat supports SaaS/Web/Cloud.

Compare ClientSuccess vs Planhat vs Catalyst — and walk away knowing which one fits.

Which tool fits your team best

Which is actually cheaper for your team size

Where each product wins, per real buyers

Most Customer Success Software tools look identical on paper. This comparison cuts to the differences that matter — pricing structure, team fit, and what real buyers found after signing up.

Biggest differences

Features

Pricing

Buying details

Security

Buyer feedback

Integrations

Product tour

Other options

	ClientSuccess (169) Talk to an expert Talk to an expert	Planhat (387) Talk to an expert Talk to an expert	Catalyst Talk to an expert Talk to an expert

Biggest differences

Affiliate Disclosure

Start here before you go deeper into features.

ClientSuccess

Best for medium to large teams needing integrated customer success and project management.

Choose if

You require automatic tracking of customer conversations to streamline communication.
Your team benefits from personalized email automation to enhance client engagement.
You need combined project management and sales opportunity tracking in one platform.

Consider alternatives if

You are a freelancer or solo consultant without a dedicated customer success team.
You prefer transparent, publicly available pricing and simpler setup processes.

Planhat

Best for mid-to-large companies needing automated, multi-channel customer success management.

Choose if

You require comprehensive tracking of customer performance and satisfaction metrics.
Your team benefits from automated outreach via email, SMS, and push notifications.
You want detailed analytics and reporting to drive customer loyalty and retention.

Consider alternatives if

You are a very small business or startup without a dedicated customer success team.
You need transparent pricing upfront or a simpler tool with minimal setup complexity.

Catalyst

Best for enterprises needing granular control over customer success and sales campaigns.

Choose if

You require a unified platform for sales, up-sell, cross-sell, and retention management.
Your team needs comprehensive 360-degree customer insights to drive targeted engagement.
You have resources to manage a complex, highly configurable setup process.

Consider alternatives if

You are a small business or startup with limited budget and resources.
You need transparent pricing and self-serve onboarding options.

ClientSuccess: Best for medium to large teams needing integrated customer success and project management. Planhat: Best for mid-to-large companies needing automated, multi-channel customer success management.

Description	Clientsuccess is a customer success software that helps to keep team members regularly reporting in a project management platform. It has a great list of features that help SmarterTools ... Read More about ClientSuccess	Planhat is a customer success software that helps the companies to track the performance and satisfaction level of their customers and clients. By providing clients and customers with ... Read More about Planhat	Catalyst is a customer success software suite that helps to sell more, up-sell and cross-sell, and retain customers for longer with a single solution. Granular control over the sales ... Read More about Catalyst
Entry Level Pricing	Not Available	Starts from $1,150	Not Available
Free Trial Availability	No free trial	No free trial	No free trial
User Ratings Based on verified Spotsaas reviews	4.5 (229)	4.7 (200)	4.6 (130)
Best Company Size	Medium BusinessLarge Enterprises	51-500 employees500+ employees	51-500 employees500+ employees
	Get pricing help	Get pricing help	Get pricing help

Software Demo

Demo			Catalyst has not given any software demo yet If you're the owner of this profile, add your demo.Contact us

Need a second opinion?

Get shortlist help from a software advisor

Share your priorities, budget, and team needs, and we’ll help you narrow the options and understand the tradeoffs before you talk to vendors.

Compare ClientSuccess, Planhat and Catalyst on pricing

Review starting price, plan structure, and free-trial access side by side so you can see which option fits your budget and buying process.

Pricing Option
Starting From	Not Available	$1,150	Not Available
Pricing Plans	Not Available	Not Available	Not Available
Pricing Page	Pricing information not available		Pricing information not available
	View detailed pricing	View detailed pricing	View detailed pricing

Other Details

Organization Types supported	Small Business Large Enterprises Medium Business Individuals Freelancers	Small Business Large Enterprises Medium Business Individuals Freelancers	Small Business Large Enterprises Medium Business Individuals Freelancers
Platforms Supported	Mobile - Android Mobile - iOS Browser Based (Cloud) Installed - Windows Browser Based (Cloud)	Mobile - Android Mobile - iOS Browser Based (Cloud) Installed - Windows Browser Based (Cloud)	Mobile - Android Mobile - iOS Browser Based (Cloud) Installed - Windows Browser Based (Cloud)
Modes of support	24/7 (Live rep) Business Hours Online	24/7 (Live rep) Business Hours Online	24/7 (Live rep) Business Hours Online
API Support	Available	Available	Not Available
	Get help choosing	Get help choosing	Get help choosing

Security & Compliance

Certifications, data handling, and security controls for IT and compliance evaluators.

SOC 2	✓ Yes	✓ Yes	—
HIPAA	✗ No	✗ No	—
GDPR	✓ Yes	✓ Yes	—
ISO 27001	✗ No	✗ No	—
Single Sign-On (SSO)	✓ Yes	✓ Yes	—
Multi-Factor Auth (MFA)	✓ Yes	✓ Yes	—
Data Encryption	✓ Yes	✓ Yes	—
Audit Logs	✓ Yes	✓ Yes	—
Data Residency	🇺🇸 US	🌐 Global	🌐 Global

ClientSuccess vs Planhat User Reviews & Rating Comparison

User Ratings	4.5 (based on 229 reviews)	4.7 (based on 200 reviews)	4.6 (based on 130 reviews)
Rating Distribution	151 16 2 0 0	315 65 2 3 2	0 0 0 0 0
Spotsaas Editor’s POV generated by AI	Buyer sentiment Buyers generally rate ClientSuccess positively for its automation and integrated features but note concerns about pricing transparency and setup complexity. What buyers like Automation of customer communication Project management integration Personalized email capabilities Common complaints Lack of pricing transparency Complexity for smaller teams	Buyer sentiment Buyers generally express high satisfaction with Planhat’s customer success features and automation capabilities. What buyers like Effective customer performance tracking Automation of outreach communications Insightful reporting and analytics Common complaints Lack of pricing transparency Complexity of initial setup	Buyer sentiment Buyers generally rate Catalyst highly for its comprehensive customer success capabilities but note concerns about pricing transparency and implementation complexity. What buyers like Comprehensive customer insights Effective sales and retention tools Flexible campaign management Common complaints Lack of pricing transparency Complex setup process
Pros and Cons	Automatic tracking of customer conversations Personalized email automation Integrated project and opportunity management Pricing is quotation based and not publicly available Potentially complex setup for smaller teams	Comprehensive customer performance tracking Automated multi-channel communication (email, SMS, push notifications) Detailed reporting and analytics to improve customer loyalty Pricing is not publicly available, requiring sales contact Potentially complex setup for smaller teams	Granular control over sales and customer engagement processes Comprehensive 360-degree customer view Integrated messaging and targeted campaign capabilities Pricing is quotation-based and not publicly disclosed Potentially complex setup and configuration for smaller teams
Positive Reviews	No reviews available for the product	No reviews available for the product	No reviews available for the product
	Read reviews	Read reviews	Read reviews

List of Customers

Customers	Peek Mural Centrify	Zenloop Recruitee Workato	Braze Frame i.o spring health

Media and Screenshots

Screenshots	1 Screenshots	No screenshots available.	3 Screenshots
Videos	1 Videos	3 Videos	No videos available.

Alternatives

Alternatives	Parlor ProsperStack Custify 5	Salesforce 4.3 ChurnZero 4.6 ClientSuccess 4.5	EngageOne Compose Survaider 5 Totango 4.2

Frequently asked questions

Which is better, ClientSuccess or Planhat?: Planhat edges out the other on user ratings (4.7 vs 4.5). That said, the best pick depends on your use case — use the comparison tables above to evaluate each dimension.
Do ClientSuccess and Planhat offer a free trial?: Neither ClientSuccess nor Planhat currently lists a free trial.
What is the starting price of ClientSuccess vs Planhat?: ClientSuccess starts at Contact for pricing. Planhat starts at $1,150 /Month.
What are the top alternatives to ClientSuccess?: Top alternatives to ClientSuccess include Parlor, ProsperStack, Custify, Salesmachine, Catalyst.
What are the top alternatives to Planhat?: Top alternatives to Planhat include Salesforce, ChurnZero, ClientSuccess, Totango, Custify.

ClientSuccess vs Planhat vs Catalyst Comparison

ClientSuccess

Planhat

Catalyst

ClientSuccess vs Planhat vs Catalyst — at a glance

Key differences between ClientSuccess and Planhat

Compare ClientSuccess vs Planhat vs Catalyst — and walk away knowing which one fits.

ClientSuccess

Planhat

Catalyst

Biggest differences

Description

Entry Level Pricing

Free Trial Availability

User Ratings

Best Company Size

Software Demo

Demo

Get shortlist help from a software advisor

Compare ClientSuccess, Planhat and Catalyst on pricing

Other Details

Organization Types supported

Platforms Supported

Modes of support

API Support

Security & Compliance

ClientSuccess vs Planhat User Reviews & Rating Comparison

List of Customers

Customers

Media and Screenshots

Screenshots

Videos

Alternatives

Related Blogs and Articles for Customer Success Software

Frequently asked questions