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Side-by-side record

Attio vs. Planhat

A side-by-side view of the product records we have today. Use it to narrow the question, then confirm current pricing, limits, and security details with each vendor.

The short version

Attio starts at Free per seat, versus Planhat at Custom pricing. Attio carries the higher aggregate rating (4.6/5 vs 4.5/5). Attio lists more integrations (45+ vs 19+).

Full comparison

Attiofrom Free
Planhatfrom Custom pricing
Audyense Score78ASStrong66ASFair
PositioningAI-native CRM built on a live, fully customizable data model.A customer platform that unifies account data, health scoring, and workflow automation for B2B customer success and account management teams.
Free tierYesNo
DeploymentCloud / SaaSCloud / SaaS
Best fitStartup, SMB, Mid-marketSMB, Mid-market, Enterprise
Pricing plans
  • FreeFree
  • Plus$29
  • Pro$69
  • EnterpriseCustom pricing
  • PlanhatCustom pricing
Custom objectsYesYesHighly flexible, custom data model is a repeatedly cited strength in reviews.
Workflow automationYesYesPlaybook-based automation is a headline feature and consistently praised in reviews.
AI featuresYesResearch agentYesRepositioned around ‘agentic’ AI (automated touchpoint capture, AI-driven playbooks, MCP integration).
Native callingNoNoNo native dialer; integrates with third-party calling tools (Aircall, Ringover, Gong) instead.
Public APIYesYesOpen API access included across plans plus a documented developer portal.
Email & calendar syncYesYesNative email and calendar integration included on all plans.
Reporting & dashboardsPartialCustom charts exist; native reporting is thinPartialCustomizable dashboards are core, but reviewers flag reporting/analytics as less polished than dedicated BI tools.
Mobile appYesiOS/Android for notes, pipeline, tasksNoNo evidence of a dedicated native mobile app; product appears web-only.
Lead scoringPartialCustom scores only, no predictive engineNoScoring engine is built for customer health/churn-risk, not top-of-funnel lead scoring.
Sales forecastingPartialDeals object supports it, no AI dashboardsPartialCRM module includes revenue/pipeline tracking, but this is a newer addition layered onto a CS-first platform.
Integrations verified45+19+
Aggregate rating4.6 · 340 reviews4.5 · 953 reviews
Integrations
ZapierSlackStripeGmailOutlookGoogle Meet+11 more
SalesforceHubSpotPipedriveZendeskFreshdeskIntercom+13 more
Security & compliance
ISO 27001GDPRCCPA
SOC 2 Type IIISO 27001GDPRCCPA
Pros
  • Highly flexible, no-code custom objects, fields, and workflows that mirror real business processes.
  • Clean, fast, Notion-style UI that teams adopt quickly.
  • Strong automatic data enrichment for contacts and companies.
  • Useful AI features, including call summaries and AI-assisted search.
  • Clean, well-designed, highly customizable interface — users can lay out dashboards and views to match their own workflow
  • Strong 360-degree customer view with dynamic health scoring that makes it easy to spot renewal/churn risk
  • Powerful playbook/workflow automation that saves CSMs manual work
  • Responsive, knowledgeable customer support called out repeatedly across review platforms
Cons
  • Integration gaps versus mature CRMs — some connections need manual setup.
  • Drilling into full contact/company context takes more navigation than expected.
  • Missing some native features other CRMs have out of the box: unified inbox, forms, duplicate detection.
  • Credit-based AI/enrichment pricing can cause unexpected cost increases.
  • Real learning curve for advanced features — building filters, triggers, and complex workflows often requires a dedicated technical admin
  • Reporting and analytics module is less polished than dedicated BI or reporting-only tools
  • CRM sync/integration setup described by some users as unintuitive and fiddly to manage
  • Fully custom, quote-only pricing with no public numbers makes it hard to budget or comparison-shop up front
Visit Attio ↗Visit Planhat ↗

Editorial read of this comparison

The table summarizes structured facts; this section explains what the differences mean for a real buying decision.

Where each tool fits, and where it may not

Attio

Attio rebuilt the CRM around a live, fully customizable data model instead of fixed contact/deal/company objects — records, relationships, and views can be reshaped without engineering help. It is positioned at fast-moving startups that have outgrown a spreadsheet but find Salesforce-style configuration overhead disproportionate to their team size.

A particularly good fit for: Startups and fast-growing GTM teams that want a highly customizable, modern CRM. Teams migrating off a rigid legacy CRM who want a flexible, no-code data model. Teams that value fast setup and automatic data enrichment over deep out-of-the-box integrations.

May be a poor fit if: Organizations that need deep, extensive native integrations or a unified inbox out of the box. Teams that want enterprise-grade predictive forecasting or lead scoring on day one.

Planhat

Planhat is a customer platform that centralizes account, usage, and revenue data into a single customer view, with dynamic health scoring, playbook automation, and dashboards built for customer success and account management teams. It positions itself as an alternative to point CS tools by also offering CRM and professional-services-automation modules on one data model, with an open API and deep customization.

A particularly good fit for: Customer success and account management teams that need a single system of record for account health, usage, and renewal risk Mid-market to enterprise B2B SaaS companies with a dedicated CS/RevOps function willing to invest time in configuration Organizations that want CS, light CRM, and professional-services automation on one underlying data model

May be a poor fit if: Very small teams or solo founders who want a low-cost, self-serve tool with transparent per-seat pricing Teams that need best-in-class native reporting/BI or heavy outbound sales-calling functionality out of the box

Pricing and plan structure

Attio: Published starting price Free

  • FreeFree
  • Plus$29 per user / month
  • Pro$69 per user / month
  • EnterpriseCustom pricing

Planhat: Published starting price Custom pricing

  • PlanhatCustom pricing

Capabilities worth validating

  • Attio: Custom objects, Workflow automation, AI features, Public API, Email & calendar sync Integrations include Zapier, Slack, Stripe, Gmail.
  • Planhat: AI features, Custom objects, Email & calendar sync, Public API, Reporting & dashboards Integrations include Salesforce, HubSpot, Pipedrive, Zendesk.

Questions to answer before switching

  • Does Attio's selected plan include the features and limits we need?
  • Does Planhat's selected plan include the features and limits we need?
  • Does the exact integration path for Zapier, Slack, Stripe support the sync direction, permissions, and volume we need?
  • Is a hosted-only deployment acceptable for the team and customers who will use this system?

How to evaluate this shortlist

A useful comparison turns the differences between Sales & CRM tools into a concrete test. Use these steps to avoid choosing from a feature table or the lowest headline price alone.

  1. Start with a representative Sales & CRM workflow, not a feature checklist. Define who will use it, what data goes in, and what outcome the team needs.
  2. Test the complete path through Zapier, Slack, Stripe: permissions, sync direction, failure handling, and volume limits often matter more than the integration name.
  3. Compare the cost of the real scenario, including users, usage, storage, support, and contract requirements. The entry price alone does not measure adoption cost.
  4. Before switching, list the evidence gaps, request a demo of the critical workflow, and confirm security, data residency, export, and support with each vendor.

Structured signals help narrow the shortlist, but a trial with a real workflow is still the best way to validate the decision.

Research basis

Last checked: 2026-07-31. Pricing, integrations, feature support, and review signals can change, so treat this as a research snapshot and verify the final decision with the vendor.

Sources consulted: Attio product site, G2; Planhat product site, G2, Capterra