Planhat vs Vitally: Which Should You Choose in 2026?
Choosing between Planhat and Vitally comes down to understanding what each tool does best. This comparison breaks down the key differences so you can make an informed decision based on your specific needs, not marketing claims.
Short on time? Here's the quick answer
We've tested both tools. Here's who should pick what:
Planhat
Customer platform for revenue growth
Best for you if:
- • You need crm features specifically
- • You need customer platform for revenue growth
- • You need professional-grade features
Vitally
Customer success for B2B SaaS
Best for you if:
- • You want the higher-rated option (8.2/10 vs 0.0/10)
- • You need customer success features specifically
- • Unifies customer data, teams, and customers into a single platform for scaled Customer Success.
- • Offers automation, project management, and collaboration tools to boost CS productivity and visibility.
| At a Glance | ||
|---|---|---|
Price | Paid | Paid |
Best For | CRM | Customer Success |
Rating | —/100 | 82/100 |
| Feature | Planhat | Vitally |
|---|---|---|
| Pricing Model | Paid | Paid |
| Editorial Score | — | 82 |
| Community Rating | No ratings yet | No ratings yet |
| Total Reviews | 0 | 0 |
| Community Upvotes | 68 | 0 |
| Categories | CRMAnalytics | Customer SuccessProduct Analytics |
Understanding the Differences
Both Planhat and Vitally solve similar problems, but they approach them differently.Planhat positions itself as "customer platform for revenue growth" while Vitallyfocuses on "customer success for b2b saas". These differences matter depending on what you're trying to accomplish.
When to Choose Planhat
Planhat makes sense if you're looking for a comprehensive paid solution.
When to Choose Vitally
Vitally is worth considering if you need a professional-grade tool. Scoring 82/100, it edges ahead in our evaluation.
Who Should Use What?
Bootstrapped or small team?
Neither is free, but both have their value. Test them both and see which clicks.
We'd pick: Vitally
Growing fast?
Your team doubled last quarter and you need tools that won't break when you add 50 more people. Vitally is built for teams that are leveling up.
We'd pick: Vitally
Enterprise with complex needs?
You need SSO, compliance certifications, and a support team that picks up the phone. Planhat is built for organizations like yours.
We'd pick: Planhat
Still not sure? Answer these 3 questions
How much can you spend?
Both are paid tools. If money isn't the issue, go with Vitally—it scored higher.
Do you care what other users think?
Both have similar review counts. Read a few before you commit.
Expert opinion or crowd wisdom?
Our team rated Vitally higher (82/100). But the community has upvoted Planhat more (68 votes). Pick your source of truth.
Key Takeaways
What Vitally Does Better
- Higher overall score (82/100)
- Our recommendation for most use cases
Consider Planhat If
- Its specific features better match your workflow
- You prefer its interface or design approach
The Bottom Line
If we had to pick one, we'd go with Vitally (82/100). But the honest answer is that "better" depends on your situation. Vitally scores higher in our analysis, but Planhat might be the right choice if its specific strengths align with what you need most. Take advantage of free trials to test both before committing.
Frequently Asked Questions
Is Planhat or Vitally better?
Based on our analysis, Vitally scores higher with 82/100. Planhat ispaid while Vitally is paid. The best choice depends on your specific needs and budget. We recommend testing both with free trials if available.
Can I switch from Planhat to Vitally easily?
Migration difficulty varies. Check if both tools support data export/import in compatible formats. Some tools offer migration assistance or have integration partners who can help with the transition.
Do Planhat and Vitally offer free trials?
Most software in this category offers free trials or free tiers. Planhat is paid with potential trial.Vitally is paid with potential trial. Visit their websites for current trial offers.