Planhat vs Vitally

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 Planhat and Vitally. And now, newer options like Velaris bring AI, automation, and simpler setup into the picture.

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

Comparing Planhat vs Vitally vs Velaris

*Exact pricing varies by vendor and contract structure.

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Platform overviews

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.

Vitally

Vitally is known for being a user-friendly CS platform. It provides strong collaboration tools, clear analytics, and has several plug-and-play integrations. It’s particularly attractive for growing SaaS companies that want to get started with Customer Success software without a steep learning curve. However, as companies scale, some may find Vitally less comprehensive than enterprise-focused alternatives, especially in terms of the integrations it offers.

Velaris

Velaris takes an AI-first approach, combining automation, predictive insights, and 70+ integrations into a single platform. It’s designed to give teams real-time visibility into customer health while reducing manual work with built-in automation. Compared to Planhat and Vitally, Velaris focuses on scaling efficiency for mid-market and enterprise teams with the power of AI, delivering advanced capabilities without requiring heavy resources.

Feature comparison

Data consolidation and visibility

• 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.
  
  
• Vitally: Provides clear account views and shared workspaces to keep customer data accessible. Strong for collaboration, but may not go as deep in consolidation as larger platforms.
  
  
• 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, making it easier for teams to see the full customer picture.
  
  

Customer health and analytics

• Planhat: Offers customizable health scores and reporting.
  
  
• Vitally: Delivers straightforward health scoring and analytics.
  
  
• Velaris: Provides AI-driven health scores and predictive analytics out of the box. Helps teams identify risks and opportunities early with minimal manual effort.
  
  

Digital Customer Success and automation

• Planhat: Supports playbooks and workflows that can span across sales, CS, and professional services. Flexible, but setup can be complex.
  
  
• Vitally: Includes automation features like tasks and triggers to streamline repetitive processes. Best for teams seeking simple, clear automation tied to collaboration.
  
  
• Velaris: Uses AI to and automations to automate routine tasks, and personalize outreach at scale. Built to reduce manual admin work while scaling CS impact.

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Project and task management

• Planhat: Offers task management that ties into its CRM and CS functions, making it useful for multi-team coordination.
  
  
• Vitally: Provides easy-to-use task tracking and shared workspaces for collaborating directly with customers.
  
  
• Velaris: Built-in project and task management dashboards, ideal for managing onboarding, renewals, and joint success plans.

Other considerations

Ease of use

• Planhat: Flexible but can feel complex, especially since it combines CRM and CS functions. Some teams may find it less intuitive than tools built solely for Customer Success.
  
  
• Vitally: Designed to be straightforward and user-friendly. Teams can get up and running quickly, with a focus on easy collaboration both internally and with customers.
  
  
• Velaris: Prioritizes simplicity with intuitive dashboards, AI support, and automation. Built to minimize admin overhead while still providing depth.
  
  

Scalability

• Planhat: Scales across multiple functions (sales, CS, professional services), though the all-in-one approach can become heavy as processes grow.
  
  
• Vitally: Well-suited for growing SaaS teams. However, larger enterprises may find it lacks some of the complexity needed for advanced use cases.
  
  
• Velaris: Scales with mid-market and enterprise teams by combining AI, automation, and deep integrations, without requiring a dedicated ops team.
  
  

Integrations

• Planhat: Offers integrations with CRMs, support systems, and other tools, but can fail in the face of complex requirements.
  
  
• Vitally: Provides integrations for popular SaaS tools, making it easy for teams to connect their existing stack. Depth of integrations may be more limited than enterprise-heavy platforms.
  
  
• Velaris: Connects with 70+ tools, with real-time sync and low-code options through its integration layer. Designed to reduce silos and make setup easier.
  
  

Support

• Planhat: Provides standard support and resources, as well as access to the Planhat community. Experiences can vary depending on configuration complexity.
  
  
• Vitally: Known for responsive support and a straightforward approach, aligning with its focus on ease of use. Self-service training available through Vitally Academy. However, the depth of services received will depend on your company size.
  
  
• Velaris: Offers personalized onboarding and responsive support designed specifically for Customer Success teams, with an emphasis on partnership. Dedicated CSM and Slack channel offered to all customers, regardless of company size.

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Choosing the right platform

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 pick Vitally

Vitally works well for growing SaaS teams that value ease of use and close collaboration with customers. If you want a platform that gets you up and running quickly, with clear analytics and simple automation, Vitally can meet those needs. It’s best suited for teams that don’t require the heavy customization of enterprise-focused platforms.

Who should consider Velaris

Velaris is designed for mid-market and enterprise teams that want the depth of a Customer Success Platform without the admin overhead. If your priorities are AI-driven insights, automation, and real-time visibility, Velaris offers a strong balance between power and usability.

Final note

The “best” platform depends on your team’s size, resources, and goals. A lean SaaS team will have very different needs from a global enterprise. The key is to choose the platform that not only solves today’s problems but also scales with your future growth.

Conclusion

Planhat is best for companies that want an all-in-one system spanning CRM, Customer Success, and Professional Services. Vitally stands out for its ease of use and customer collaboration features, making it a strong choice for growing SaaS teams. Velaris offers an AI-driven alternative built for mid-market and enterprise teams that want advanced capabilities, automation, and deep visibility without the heavy admin burden.

The right choice ultimately depends on your team’s goals, structure, and resources. Consider how much complexity you can manage, how quickly you need to get value, and what will scale with your growth.

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