12 Best Free Planhat Alternatives in 2026

What is Agentforce Sales (formerly Salesforce Sales Cloud)?

Agentforce Sales (formerly Salesforce Sales Cloud) is Salesforce's flagship AI-powered sales CRM. It combines core CRM — lead, contact, opportunity and pipeline management, forecasting and analytics — with Agentforce, Salesforce's suite of autonomous AI agents that prospect, answer rep ...

What is Catalyst?

Catalyst is the perfect solution for companies looking to supercharge their productivity. It offers advanced customer success capabilities with modern technology, a sleek design, and an intuitive user experience. Combining accounts, opportunities and reports into a single place, Catalyst ...

What is ChurnZero?

ChurnZero is a customer success software that helps SaaS companies increase customer lifetime value. It automatically track customer experience through NPS, MQL, SQL, renewal surveys and integration with CRMs to determine how valuable they are. ChurnZero provides tools for customer success, ...

What is Copilot?

Copilot is an all-in-one platform designed for modern professional service businesses that want to simplify their internal operations and elevate their client experience. It brings together essential tools such as client management, messaging, payments, contracts, tasks, forms, and more, into ...

What is Syncly?

Syncly is an AI-powered customer feedback analysis tool that categorizes and consolidates feedback from multiple channels in real time. Its Dynamic Sentiment Analysis monitors incoming feedback continuously, surfacing emerging issues before they escalate, and presents the most common negative ...

What is Churn Solution?

Unveiling the Churn Solution, your ultimate ally in the ongoing fight against customer churn. This innovative tool empowers businesses to create customized cancellation processes that effectively salvage valuable customers on the brink of departure. Picture a scenario where you can meticulously ...

What is TheyDo?

Introducing TheyDo, the ultimate platform for collaborative customer journey management. Empowering service designers and managers at customer-driven companies, TheyDo revolutionizes the way teams align and work together to craft exceptional customer experiences. Unlike conventional mapping ...

What is Portalstack?

Introducing Portalstack, the premier client portal software designed specifically for accountants and lawyers. This innovative platform empowers professionals to effortlessly craft proposals and engagement letters in a matter of minutes. Streamline your workflow and elevate client interactions ...

What is Weav?

Experience actionable insights and reduce churn for your SaaS products with Weav. This customer insights tool goes beyond traditional metrics to provide a complete understanding of your customer base, helping you improve customer success and prevent churn. With dedicated insights and a focus on ...

What is SimpleID?

SimpleID is a user retention and engagement platform designed specifically for Web3 users. Boost your blockchain application by utilizing the advanced user analytics and re-engagement capabilities offered by SimpleID. Keep track of your customer retention rate and send personalized in-app ...

What is Frame AI?

Frame AI is the innovative engine that helps companies take better action based on their customer feedback. A purpose-made infrastructure tidies and normalizes data from every source, delivering analysis-ready insights from day one. Keep all stakeholders in the know, especially when multiple ...

What is Engage.so?

Engage.so makes it possible to automate customer messaging for growth and retention. Segment customers according to their demographic info, activity, or integration data, and send personalized messages that will lead them from acquisition to referral. Create message automations to assist with ...