Vitally
Depends
Confidence: Medium
Buy it if you're a growing B2B SaaS customer success team needing health scores, workflows, and docs in one platform.
Comparison
Vitally vs Planhat
Vitally and Planhat both land on Depends.
Planhat
Depends
Confidence: Medium
Strong pick for mid-market and enterprise B2B teams with real post-sales revenue to manage and budget for it.
| Compare | Vitally | Planhat |
|---|---|---|
| Verdict | Depends | Depends |
| Best for | Growing B2B SaaS CS teams | Mid-market to enterprise B2B SaaS CS teams |
| Who it's not for | Tiny teams with fewer than ~50 accounts | Small startups with a handful of CS reps |
| Privacy | No known public vulnerabilities found in the sources reviewed.⁹ | Publicly references SOC 2 compliance and runs a SafeBase Trust Center; one report alleges a threat actor selling Planhat data. |
| Support quality | No usable evidence in sources | No direct evidence on support quality in sources |
| Public sentiment | Reddit and G2 users broadly rate Vitally highly, especially ease of use and health scores, while some flag gaps and pricing.¹ | Users overwhelmingly like the UI and flexibility, with recurring complaints about cost and, for some, system speed.11 |
| Biggest gotcha | AI features may be priced as add-ons; confirm what's included before signing | Median contract $41,255/yr . verify against your seat count13 |
Pick Vitally when
- Growing B2B SaaS CS teams
- Teams of ~15+ CSMs
- Health-score-driven workflows
- Consolidating point tools into one CSP
When Vitally is not a fit
- Tiny teams with fewer than ~50 accounts
- Anyone wanting a simple contact list
- Buyers needing fully transparent upfront pricing
- Non-SaaS teams with no product usage data
Pick Planhat when
- Mid-market to enterprise B2B SaaS CS teams
- Post-sales teams owning renewals and expansion revenue
- Full-lifecycle use: BDRs, AEs, and CS on one platform
- Data-heavy orgs needing health scores and journey mapping
When Planhat is not a fit
- Small startups with a handful of CS reps
- Anyone wanting a simple contact list . use a spreadsheet
- Teams without budget near $40K+/yr for CS tooling
- Buyers needing transparent published pricing
Sources
review
- Vitally Review . SalesHive (G2 4.5/5)saleshive.comreview
- Vitally . official sitevitally.ioofficial
- Vitally pricing pagevitally.ioofficial
- Vitally Pricing 2026 . real costsgaintrace.comreview
- Vitally Review . pricing and pros/conspuzzleinbox.comreview
review
- Vitally raises $30M . TechCrunchtechcrunch.comnews
- Vitally security pagevitally.iosecurity
- Productboard churn case studyvitally.ioofficial
- Planhat Reviews . G2g2.comreview
review
review
- The Pros & Cons of PlanHat . Bianca Kerbiancaker.comreview
- 12 Months with Planhat . LinkedInlinkedin.comreview