Planhat vs Salesforce vs Bigin by Zoho CRM Comparison
Planhat
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…
Salesforce
Starting at $25 /user/month
- Free Trial
- Freelancers / Consultants
- Large Enterprises
Salesforce CRM software is a social enterprise application designed to help businesses of all sizes and industries like retail, health care, technology, financial services, consumer packaged goods (CPG), and many more. B…
Bigin by Zoho CRM
Starting at $7 /User/Month
- Free Trial
- Small Business
Bigin is Zoho's lightweight CRM designed for small teams under 50 people running straightforward sales cycles. Its drag-and-drop pipeline and email sync with Gmail and Outlook allow reps to get productive within a day wi…
Planhat leads on user satisfaction with a 4.7-star rating across 200 reviews.
Planhat vs Salesforce vs Bigin by Zoho CRM — at a glance
| Feature | Planhat | Salesforce | Bigin by Zoho CRM |
|---|---|---|---|
| Rating | 4.7 / 5 | 4.5 / 5 | 4.6 / 5 |
| Reviews | 200 | 710 | 294 |
| Starting price | $1,150 /Month | $25 /user/month | $7 /User/Month |
| Free trial | No | Yes | Yes |
| Free version | No | No | No |
| Best for | Large Enterprises, Medium Business, Small Business | Freelancers / Consultants, Large Enterprises, Medium Business | Small Business |
| Category | Customer Success Software | CRM Software | CRM Software |
| Integrations | — | 13+ apps | — |
| Platforms | SaaS/Web/Cloud | SaaS/Web/Cloud, Mobile - Android, Mobile - iOS | SaaS/Web/Cloud, Mobile - Android, Mobile - iOS |
| API | Available | Available | Available |
| Support modes | Online | Business Hours, Online | Business Hours, Online |
| Certifications | SOC 2, GDPR | SOC 2, HIPAA, GDPR, ISO 27001 | — |
| Data residency | Global | Global | Global |
Key differences between Planhat and Salesforce
- Pricing: Planhat starts at $1,150 /Month, while Salesforce starts at $25 /user/month.
- Free trial: Salesforce offers a free trial; Planhat does not.
- Target audience: Planhat is built for Large Enterprises and Medium Business, while Salesforce targets Freelancers / Consultants and Large Enterprises.
- User satisfaction: Planhat scores higher with a 4.7-star average.
- Deployment: Planhat supports SaaS/Web/Cloud; Salesforce supports SaaS/Web/Cloud, Mobile - Android, Mobile - iOS.
Compare Planhat vs Salesforce vs Bigin by Zoho CRM — 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
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Biggest differences
Start here before you go deeper into features.
Best for mid-to-large companies needing automated, multi-channel customer success management.
- 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.
- 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.
Best for medium to large enterprises needing highly customizable CRM solutions.
- You require extensive customization to fit unique industry workflows.
- Your team needs robust analytics and reporting for data-driven sales decisions.
- You want seamless integration with numerous third-party applications and APIs.
- You are a small business or startup with a limited budget.
- Your team lacks technical expertise or prior CRM experience.
Small Business
Planhat: Best for mid-to-large companies needing automated, multi-channel customer success management. Salesforce: Best for medium to large enterprises needing highly customizable CRM solutions.
Description | 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 | Salesforce CRM software is a social enterprise application designed to help businesses of all sizes and industries like retail, health care, technology, financial services, consumer ... Read More about Salesforce | Bigin is Zoho's lightweight CRM designed for small teams under 50 people running straightforward sales cycles. Its drag-and-drop pipeline and email sync with Gmail and Outlook allow reps to ... Read More about Bigin by Zoho CRM |
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Entry Level Pricing |
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Spotsaas ScoreWhat's this? ↗ | Not Available | 9.8/10 | 9.0/10 |
User RatingsBased on verified Spotsaas reviews | |||
Best Company Size | 51-500 employees500+ employees | 50 to 10,000 employeesMedium to Large Enterprises | — |
Get pricing help | Get pricing help |
Where each option fits best
See where each product is strongest, which teams it fits, and what causes buyers to keep looking — before you commit.
Based on buyer reviews and verified product data collected by Spotsaas.
Key strengths
No key benefits available yet.
- Streamlined Sales Processes: Salesforce simplifies the entire sales cycle, enabling teams to manage leads, opportunities, and customer interactions seamlessly. I’ve seen firsthand how this leads to increased efficiency and higher conversion rates.
- Robust Analytics and Reporting: With Salesforce’s powerful analytics tools, managers can gain deep insights into performance metrics. This allows for informed decision-making based on real-time data, ensuring that strategies are always aligned with business goals.
- Customizable Solutions: One of the standout features of Salesforce is its adaptability. Whether you're in retail, healthcare, or finance, the platform can be tailored to fit your specific industry needs. I often recommend leveraging this flexibility for maximum impact.
No key benefits available yet.
Best fit
No best-fit guidance available yet.
- 50 to 10,000 employees
- Martech, Revtech, Fintech, Sales Automation, SaaS, and Consulting
- Sales Managers, Account Executives, Business Development Representatives, and CRM Administrators
No best-fit guidance available yet.
Reasons buyers look elsewhere
No alternatives guidance available yet.
- Pricing exceeds $165/month for most teams — buyers with <50 employees often switch to HubSpot CRM ($50/month) or Pipedrive ($59/month) for lower cost
- Lacks pre-built templates for specific industries like real estate or nonprofits — teams needing vertical solutions add Zoho CRM or industry-specific alternatives
- Requires 4–6 weeks of admin setup and training — companies wanting faster deployment choose Pipedrive or Monday.com Sales for quicker onboarding
No alternatives guidance available yet.
Software Demo
Demo |
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How do Planhat, Salesforce and Bigin by Zoho CRM Compare on Features?
Total Features | 0 Features | 10 Features | 10 Features |
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Unique Features | No features | No unique features | No unique features |
Get Quote | Get Quote |
Compare Planhat, Salesforce and Bigin by Zoho CRM 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.
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Other Details
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Get help choosing | Get help choosing |
Security & Compliance
Certifications, data handling, and security controls for IT and compliance evaluators.
SOC 2 | ✓ Yes | ✓ Yes |
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HIPAA | ✗ No | ✓ Yes |
GDPR | ✓ Yes | ✓ Yes |
ISO 27001 | ✗ No | ✓ Yes |
Single Sign-On (SSO) | ✓ Yes | ✓ Yes |
Multi-Factor Auth (MFA) | ✓ Yes | ✓ Yes |
Data Encryption | ✓ Yes | ✓ Yes |
Audit Logs | ✓ Yes | ✓ Yes |
Data Residency | 🌐 Global | 🌐 Global |
Planhat vs Salesforce User Reviews & Rating Comparison
User Ratings | |||
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Rating Distribution | |||
Spotsaas Editor’s POV generated by AI | Buyer sentiment Buyers generally express high satisfaction with Planhat’s customer success features and automation capabilities. What buyers like
Common complaints
| Buyer sentiment Overall positive sentiment highlights Salesforce's customization, analytics, and integration strengths, tempered by concerns about cost and complexity. What buyers like
Common complaints
| Buyer sentiment Buyer sentiment is very strong across 279 reviews, with consistently positive feedback. What buyers like
Common complaints
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Pros and Cons |
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Positive Reviews | No reviews available for the product | No reviews available for the product | No reviews available for the product |
Integrations
Integration with other apps | No Integration information available. | No Integration information available. |
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List of Customers
Customers |  Zenloop  Recruitee  Workato |  BBVA  Brunello Cucinelli  Unilever |  Antech Microsystem Pvt.Ltd  Investacc  Hire |
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Media and Screenshots
Screenshots | No screenshots available. |  3 Screenshots |
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Videos |  3 Videos |  5 Videos |
Alternatives
Alternatives |
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Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].
Frequently asked questions
- Which is better, Planhat or Salesforce?
- 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 Planhat and Salesforce offer a free trial?
- Salesforce offers a free trial. Planhat does not.
- What is the starting price of Planhat vs Salesforce?
- Planhat starts at $1,150 /Month. Salesforce starts at $25 /user/month.
- What are the top alternatives to Planhat?
- Top alternatives to Planhat include Salesforce, ChurnZero, ClientSuccess, Totango, Custify.
- What are the top alternatives to Salesforce?
- Top alternatives to Salesforce include Bigin by Zoho CRM, Hubspot Marketing Hub, Dynamics 365 Marketing, ClickUp, Zoho CRM.