Totango vs Planhat 

For Customer Success and post-sales professionals, managing accounts without a dedicated Customer Success Platform often means dealing with challenges like:

• Scattered data across multiple tools
  
  
• Relying on spreadsheets and manual tracking
  
  
• Missed renewal and expansion opportunities
  
  
• Limited visibility into customer health
  
  
• Difficulty showing impact to leadership
  
  

To solve these problems, many teams turn to platforms like Totango and Planhat. And now, newer options like Velaris bring AI, automation, and simpler setup into the picture.

In this article, we’ll compare Totango and Planhat, while also showing how Velaris stacks up as an alternative.

Comparing Totango vs Planhat vs Velaris

*Exact pricing varies by vendor and contract structure.

Platform overviews

Totango

Totango is built around a modular structure, offering different products that teams can combine based on their needs. It’s known for its customer journey mapping and prebuilt templates that help standardize workflows. While flexible, Totango can feel fragmented at times and may require significant setup to get the most out of it. It’s often a fit for mid-market or enterprise teams that have the resources to configure and maintain the system.

Planhat

Planhat is a Customer Success platform that also incorporates CRM and professional services functions. Its strength lies in helping companies consolidate tools across different teams, reducing the need to manage multiple systems. While versatile, Planhat can sometimes feel more like a CRM than a dedicated CS tool, and that flexibility may add complexity for teams that only need core Customer Success functionality.

Velaris

Velaris represents a newer approach to Customer Success. It’s an AI-first platform designed to give teams deep visibility into accounts while automating repetitive tasks. With 70+ integrations, simple setup, and built-in predictive insights, Velaris focuses on efficiency and usability. It’s particularly well-suited for mid-market and enterprise teams that want the power of automation and analytics without the heavy admin burden that comes with legacy platforms.

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Feature comparison

Data consolidation and visibility

• Totango: Offers modular tools for journey mapping and segmentation, but data can feel spread out across modules. Integrations are available but may require effort to configure.
  
  
• Planhat: Combines CRM, Customer Success, and Professional Services data in one place. Useful for teams that want a single tool across functions, though this breadth can make it feel more like a CRM.
  
  
• Velaris: Centralizes data from 70+ integrations into a single view. Designed for real-time visibility with AI features such as account summaries and meeting analysis.
  
  

Customer health and analytics

• Totango: Provides customer health scoring and reporting, but customization can take time. Analytics are solid once configured.
  
  
• Planhat: Offers customizable health scores and reporting.
  
  
• Velaris: Includes AI-driven health scores and predictive analytics out of the box. Helps teams identify risks and opportunities early.
  
  

Digital Customer Success and automation

• Totango: Offers playbooks and journey-based automation. Good for structuring repeatable workflows, though it may require manual fine-tuning.
  
  
• Planhat: Supports playbooks and workflows that can span across sales, CS, and professional services. Flexible, but setup can be complex.
  
  
• Velaris: Uses AI and automations to handle routine tasks and personalize outreach at scale. Built to reduce manual admin work while scaling CS impact.
  
  

Project and task management

• Totango: Basic task management tied to its modular tools, with limited flexibility for broader project needs.
  
  
• Planhat: Offers task management that ties into its CRM and CS functions, making it useful for multi-team coordination.
  
  
• Velaris: Provides built-in project and task management with collaborative dashboards, helping teams coordinate renewals, onboarding, and success plans in one place.
  
  

Other considerations

Ease of use

• Totango: Offers prebuilt templates to simplify setup, but its modular design can feel fragmented. Some learning curve is expected.
  
  
• Planhat: Flexible but can feel complex, especially since it combines CRM and CS functions. Some teams may find it less intuitive.
  
  
• Velaris: Prioritizes simplicity with intuitive dashboards and automation. Designed to reduce admin overhead and get teams up and running quickly.
  
  

Scalability

• Totango: Scales with additional modules, though this can create complexity as you grow.
  
  
• Planhat: Scales across multiple functions (sales, CS, professional services), though the all-in-one approach can become heavy.
  
  
• Velaris: Scales with mid-market and enterprise teams by combining AI, automation, and integrations, without requiring heavy customization.
  
  

Integrations

• Totango: Provides integrations with major CRMs and tools, but setup can be manual and require ongoing maintenance.
  
  
• Planhat: Offers integrations with CRMs, support systems, and other tools, but may fall short for complex requirements.
  
  
• Velaris: Offers 70+ integrations with real-time sync, aiming to make setup easier and reduce silos.
  
  

Support

• Totango: Provides documentation and customer support, though users sometimes note delays for complex issues.
  
  
• Planhat: Provides standard support and community resources, though experiences vary depending on configuration complexity.
  
  
• Velaris: Emphasizes a hands-on approach with personalized onboarding and responsive support. Dedicated CSM and Slack channel offered to all customers.
  
  

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Choosing the right platform

Who should pick Totango
Totango is best for teams that want flexibility and are comfortable managing a modular system. If you have the resources to configure workflows and maintain multiple product suites, Totango can provide strong journey management and automation options.

Who should pick Planhat
Planhat is a good fit for companies that want to consolidate multiple functions — like CRM, Customer Success, and Professional Services — into one system. If you’re looking for a flexible tool that can stretch across departments and you have the resources to manage that complexity, Planhat may be the right choice.

Who should consider Velaris
Velaris is designed for mid-market and enterprise teams that want advanced capabilities without heavy admin overhead. If you need AI-driven insights, automation, and deep visibility but also want an intuitive, easy-to-manage platform, Velaris offers a strong alternative.

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Conclusion

Totango, Planhat, and Velaris each bring different strengths to the table. Totango offers modular flexibility, Planhat enables consolidation across multiple functions, and Velaris provides an AI-driven alternative designed for visibility and efficiency.

The right choice depends on your team’s goals, data structure, and the resources you have to manage a platform. What works for one organization may not be the best fit for another.

If you’re looking for an AI-driven platform that balances power with ease of use, book a demo with Velaris.