Planhat vs. Gainsight CS: Comparing Best Customer Success Platform Solutions 2026

Overview: Planhat and Gainsight CS as Customer Success Platform Category solutions.

Planhat: Planhat is a flexible and powerful Customer Success Platform offering Customer 360, health scores, playbooks, and customer portals. Insights are turned into actionable data for success.

Gainsight CS: Gainsight is the platform for Customer Success and Product teams. It turns disparate customer data into actionable insights for measurable business outcomes.

This comparison report of Planhat vs. Gainsight CS is based on a specific set of business needs and context. The comparison uses 13395 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Planhat and Gainsight CS

Planhat, and Gainsight CS belong to a category of solutions that help Customer Success Platform. Different products excel in different areas, so the best platform for your business will depend on your specific needs and requirements.

Planhat covers Training & Onboarding, Playbook Creation, Engagement Management, Customer Feedback Management, etc.

Gainsight CS focuses on Customer Feedback Management, Training & Onboarding, Automated Playbooks, Workflow Management, etc.

Unsure which of these solutions is right for you? Our Cuspera AI engine can compare them based on your needs and specific to your industry and context. Get your personalized report today.

Planhat and Gainsight CS: Best activities based on customer satisfaction


Planhat in Action: Unique Activities

How efficiently Does Planhat manage your Training & Onboarding?
Planhat offers robust training and onboarding capabilities, encompassing customer onboarding, data collection, and communication organization. The platform features intuitive onboarding tools and auto-triggered messages, providing insights into portfolio health and performance. Training opportunities for users are limited.
"...Ensuring smooth onboarding of all customers and preventing churn has been the main features we're using!...." Peer review by Ingrid R., Customer Experience Manager
How does Planhat address your Playbook Creation Challenges?
Planhat enables the creation of automated workflows called playbooks. These playbooks can be triggered automatically, allowing users to manage and execute entire processes efficiently. Playbooks provide a clear visual representation of progress through a project, using a progress bar and percentage completion. nA limitation of Planhat's playbook functionality is the lack of an alphabetical sorting option or the ability to hide playbooks created by colleagues, making it challenging to locate specific playbooks.
"...The shift from a prrevious checklist/ticket based system to one that automatically triggers playbooks dependant on the customer phase has probably saved use collectively 6-9 hours per day (on a team of 12) in time spent on followup, rework and manual button clicking...." Peer review by Tim J, CFO
What solutions does Planhat provide for Engagement Management?
Planhat empowers businesses to monitor customer engagement, proactively identify churn risks, and uncover opportunities for growth. The platform provides comprehensive visibility into customer interactions and facilitates automated workflows, enabling teams to optimize engagement and maximize customer lifetime value. Planhat offers various visualizations and integrations, enabling informed decision-making and effective customer success management.
"...It helps you reduce churn, upsell more, drive user engagement and maximize the lifetime value of your customers...." Peer review

Gainsight CS in Action: Unique Activities

How efficiently Does Gainsight CS manage your Customer Feedback Management?
Gainsight Platform facilitates customer feedback management through features such as NPS surveys, customer feedback collection, and analysis. The platform also enables customer relationship management and journey orchestration. The platform's ability to segment and analyze NPS data is limited.
"...Gainsight allowed us to grow to 7,000 customers with one Customer Success Manager all while improving NPS...." Peer review by User
How does Gainsight CS facilitate Workflow Management?
Gainsight Platform Workflow Management provides automated workflow and activity creation. The platform offers a centralized dashboard for Customer Success Managers (CSMs) to manage their work, allowing them to focus on more valuable tasks. Gainsight's workflow capabilities are limited by its dependence on Salesforce.com.
"...The tools and workflow it offers are very much inline with what a customer success manager needs for their day to day life...." Peer review by Account Manager in Customer Service
What Are the key features of Gainsight CS for Customer Success Management?
Gainsight enables customer success teams to track and manage customer health by leveraging data on engagement, adoption, and support cases. The platform offers a robust framework for building and managing customer success processes. Gainsight also allows for collaboration and sharing of best practices within the customer success community.
"...Vidyard decided to rely on the engagement, adoption, and support cases of its customers as the basis of the health scores...." Case Study Vidyard

Top Processes

Customer evidence for the processes each product supports. Click Read Reviews to open peer feedback.

Evidences indicate better relative satisfaction


training & onboarding



engagement management

engaging and following up


customer feedback management

measuring net promoter score

measuring customer satisfaction





revenue cycle management



subscription management


lifetime value management


advocacy management


generation of new leads


loyalty management

identify target customers



competitive intelligence


renewal management



segmentation and targeting


sales document management

contract management


customer case management




creating contact list


contact list management

creating contact list


social media analytics


engaging on social media


social media management

social media analytics

engaging on social media



call transcription




meeting management


sales call management

call transcription

meeting management


helpdesk management


creating knowledge base


knowledge management

creating knowledge base


relationship management


rating and review management


sending & publishing communications


tracking & monitoring communications


communication management

sending & publishing communications

tracking & monitoring communications





touchpoint management



sales review & feedback



account management






opportunity management



social media marketing


international marketing


create learning path


courses & assessment

create learning path





community building



category management



performance management


follower management


channel management


trade show marketing


campaign analytics



content publishing


Top Goals

Goals Achieved

  • Enhance customer relationships

  • Acquire customers

  • Scale best practices

  • Increase customer life time value

  • Improve internal communications

  • Improve visibility

  • Increase sales & revenue

  • See 4 more
  • Manage risk

  • Establish thought leadership

  • Launch new products

  • Scale best practices

  • Enhance customer relationships

  • Increase customer life time value

  • See 3 more

Business Setting

Planhat Gainsight CS
Peer score 4.6 4.4
Peer insights 483 12912
Top industries
Information Technology And Services 34.0%
Computer Software 30.0%
Education 12.0%
Computer Software 48.0%
Internet 17.0%
Information Technology And Services 13.0%
SMB and Mid-Market 65.0% 58.0%
Enterprise 35.0% 42.0%
Pricing Planhat Gainsight CS

News

Latest Planhat news

Planhat is Named a Customer Success Leader by IDC Planhat | The Unified Customer Platform

Planhat has been recognized as a Leader in the IDC MarketScape Worldwide Customer Success Applications Vendor Assessment. This accolade highlights Planhat's innovative product design, integrability, and strategic licensing model, which supports organizational growth. The recognition follows Planhat's previous acknowledgment as a Leader in Gartner's Magic Quadrant for Customer Success Management Platforms.

20/08/2025 - source

Latest Gainsight CS news

Gainsight strengthens AI-Native customer retention team with three ...

Gainsight has appointed three new executives to bolster its AI-native customer retention team. Grant Clarke will lead the Atlas business unit, Jack Leidecker will oversee security as Chief Security Officer, and Vijay Jegan will drive internal AI transformation. These appointments highlight Gainsight's focus on AI-driven operations and security, aiming to enhance customer trust and retention outcomes.

09/07/2026 - source