CRM
Lime Connect adds time-based workflow triggers and interactive UI elements for its AI Agent, deepening its bet on AI-augmented customer communication.
Alternatives · CRM software
Planhat alternatives
The best Planhat alternatives in CRM software, ranked by Sparkpulse's velocity_score.
Updated Oct 29, 2026
Looking for the best alternatives to Planhat? Sparkpulse tracks and ranks 12 alternatives in CRM software by shipping velocity — how frequently each ships meaningful updates, verified from official changelogs. For reference, Planhat shipped 0 meaningful updates in the last 30 days and carries a velocity score of 5.0 out of 10 in 2026. The alternatives below are ranked the same way, so you're comparing real release momentum, not marketing claims.
About Planhat
Planhat doubles down on automation — Portals, Task dependencies, AI steps, OAuth — for scaled CS ops.
Planhat's recent stream skews heavily toward automation infrastructure for customer-success teams. New advanced Task dependencies, automated end-to-end Portal setup, full execution logs for Automation Runs, and live company-field merge tags in Dashboards and Presentations all reduce the manual per-account work that defines mid-tier CSM tooling. OAuth connections enter Labs, replacing API-key plumbing for integrations.
Velocity 5.0 · Last update 5mo ago
Top 12 alternatives to Planhat
Ranked by recent ship velocity. Tap any card for the full editorial breakdown, or pivot to a head-to-head.
CRM
Easy!Appointments 1.6 lands video conferencing, GDPR tools, and a serious security overhaul across its CalDAV and booking stack.
CRM
Streak wires automations to email and call activity, turning Gmail CRM into an event-driven workflow engine.
CRM
Folk launched an MCP server and a mobile app in the same summer — two distinct distribution bets at once.
CRM
Thryv's feed is a marketing blog; the product news hides between the SEO posts.
CRM
Weflow is moving its reporting inside Salesforce rather than asking reps to leave it.
CRM
Twenty 2.52 lets apps run their own account-connection flows and adds inbox sharing.
CRM
Twenty 2.53 lets apps lock field permission actions, a day after role-aware relation pickers.
CRM
IntegCRM keeps building out invoicing, bookings, forms and email for service businesses.
CRM
folk ships a French interface weeks after moving its data storage to Europe.
CRM
GroupOffice patches its current 26.0 line and the older 25.0 line on the same afternoon.
CRM
Close takes Chloe Chat out of beta for every customer, a month after OIDC SSO.
Planhat vs alternatives — shipping velocity at a glance
Velocity score (0–10) and meaningful releases shipped in the last 30 days, from official changelogs. Higher = shipping faster.
| Product | Velocity | Sparks · 30d | Focus areas | Latest release |
|---|---|---|---|---|
| Planhat (baseline) | 5.0 | 0 | customer successworkflow automationai automations | — |
| Lime Connect | 6.3 | 0 | customer-messagingai-agentsworkflow-automation | Lime Connect adds time-based workflow triggers and interactive AI Agent UI elements |
| Easy!Appointments | 6.3 | 0 | open-sourceschedulingcaldav | Easy!Appointments 1.6.1-beta.1: Security hardening and CalDAV polish |
| Streak | 6.3 | 0 | crmgmailautomation | ⚡️ Automations can now trigger on new emails, calls, and meeting notes |
| Folk | 6.3 | 0 | crmmcpmobile | folk MCP turns interactions into insight |
| Thryv | 6.3 | 0 | local-seoai-searchlead-scoring | — |
| Weflow | 6.3 | 0 | revenue-operationssalesforceactivity-capture | The Weflow Analytics Suite directly in Salesforce |
| Twenty | 5.0 | 0 | open-source crmapp platformshared inbox | — |
| Twenty | 5.0 | 0 | crmopen sourcepermissions | — |
| IntegCRM | 5.0 | 0 | crminvoicingpayments | — |
| Folk | 5.0 | 0 | crmmcpai-agents | Your data, closer to home 🇪🇺 |
| GroupOffice | 5.0 | 0 | groupwareself-hostedcrm | — |
| Close CRM | 5.0 | 0 | ai assistantvoice agentsworkflow automation | — |
The 12 best Planhat alternatives, in depth
1. Lime Connect · velocity 6.3
Lime Connect adds time-based workflow triggers and interactive UI elements for its AI Agent, deepening its bet on AI-augmented customer communication.
Its velocity score of 6.3/10 reflects longer-term release cadence; its most recent meaningful update was “Lime Connect adds time-based workflow triggers and interactive AI Agent UI elements”.
Where Planhat leans on customer success, workflow automation and ai automations, Lime Connect focuses on customer messaging, ai agents and workflow automation.
Lime Connect and Planhat have shipped at a similar pace over the last 30 days, so the decision comes down to fit and feature depth.
Full Lime Connect trajectory → · Compare Planhat vs Lime Connect →
2. Easy!Appointments · velocity 6.3
Easy!Appointments 1.6 lands video conferencing, GDPR tools, and a serious security overhaul across its CalDAV and booking stack.
Its velocity score of 6.3/10 reflects longer-term release cadence; its most recent meaningful update was “Easy!Appointments 1.6.1-beta.1: Security hardening and CalDAV polish”.
Where Planhat leans on customer success, workflow automation and ai automations, Easy!Appointments focuses on open source, scheduling and caldav.
Easy!Appointments and Planhat have shipped at a similar pace over the last 30 days, so the decision comes down to fit and feature depth.
Full Easy!Appointments trajectory → · Compare Planhat vs Easy!Appointments →
3. Streak · velocity 6.3
Streak wires automations to email and call activity, turning Gmail CRM into an event-driven workflow engine.
Its velocity score of 6.3/10 reflects longer-term release cadence; its most recent meaningful update was “⚡️ Automations can now trigger on new emails, calls, and meeting notes”.
Where Planhat leans on customer success, workflow automation and ai automations, Streak focuses on crm, gmail and automation.
Streak and Planhat have shipped at a similar pace over the last 30 days, so the decision comes down to fit and feature depth.
4. Folk · velocity 6.3
Folk launched an MCP server and a mobile app in the same summer — two distinct distribution bets at once.
Its velocity score of 6.3/10 reflects longer-term release cadence; its most recent meaningful update was “folk MCP turns interactions into insight”.
Where Planhat leans on customer success, workflow automation and ai automations, Folk focuses on crm, mcp and mobile.
Folk and Planhat have shipped at a similar pace over the last 30 days, so the decision comes down to fit and feature depth.
5. Thryv · velocity 6.3
Thryv's feed is a marketing blog; the product news hides between the SEO posts.
Its velocity score of 6.3/10 reflects longer-term release cadence.
Where Planhat leans on customer success, workflow automation and ai automations, Thryv focuses on local seo, ai search and lead scoring.
Thryv and Planhat have shipped at a similar pace over the last 30 days, so the decision comes down to fit and feature depth.
6. Weflow · velocity 6.3
Weflow is moving its reporting inside Salesforce rather than asking reps to leave it.
Its velocity score of 6.3/10 reflects longer-term release cadence; its most recent meaningful update was “The Weflow Analytics Suite directly in Salesforce”.
Where Planhat leans on customer success, workflow automation and ai automations, Weflow focuses on revenue operations, salesforce and activity capture.
Weflow and Planhat have shipped at a similar pace over the last 30 days, so the decision comes down to fit and feature depth.
7. Twenty · velocity 5.0
Twenty 2.52 lets apps run their own account-connection flows and adds inbox sharing.
Its velocity score of 5.0/10 reflects longer-term release cadence.
Where Planhat leans on customer success, workflow automation and ai automations, Twenty focuses on open source crm, app platform and shared inbox.
Twenty and Planhat have shipped at a similar pace over the last 30 days, so the decision comes down to fit and feature depth.
8. Twenty · velocity 5.0
Twenty 2.53 lets apps lock field permission actions, a day after role-aware relation pickers.
Its velocity score of 5.0/10 reflects longer-term release cadence.
Where Planhat leans on customer success, workflow automation and ai automations, Twenty focuses on crm, open source and permissions.
Twenty and Planhat have shipped at a similar pace over the last 30 days, so the decision comes down to fit and feature depth.
9. IntegCRM · velocity 5.0
IntegCRM keeps building out invoicing, bookings, forms and email for service businesses.
Its velocity score of 5.0/10 reflects longer-term release cadence.
Where Planhat leans on customer success, workflow automation and ai automations, IntegCRM focuses on crm, invoicing and payments.
IntegCRM and Planhat have shipped at a similar pace over the last 30 days, so the decision comes down to fit and feature depth.
10. Folk · velocity 5.0
Folk ships a French interface weeks after moving its data storage to Europe.
Its velocity score of 5.0/10 reflects longer-term release cadence; its most recent meaningful update was “Your data, closer to home 🇪🇺”.
Where Planhat leans on customer success, workflow automation and ai automations, Folk focuses on crm, mcp and ai agents.
Folk and Planhat have shipped at a similar pace over the last 30 days, so the decision comes down to fit and feature depth.
11. GroupOffice · velocity 5.0
GroupOffice patches its current 26.0 line and the older 25.0 line on the same afternoon.
Its velocity score of 5.0/10 reflects longer-term release cadence.
Where Planhat leans on customer success, workflow automation and ai automations, GroupOffice focuses on groupware, self hosted and crm.
GroupOffice and Planhat have shipped at a similar pace over the last 30 days, so the decision comes down to fit and feature depth.
Full GroupOffice trajectory → · Compare Planhat vs GroupOffice →
12. Close CRM · velocity 5.0
Close takes Chloe Chat out of beta for every customer, a month after OIDC SSO.
Its velocity score of 5.0/10 reflects longer-term release cadence.
Where Planhat leans on customer success, workflow automation and ai automations, Close CRM focuses on ai assistant, voice agents and workflow automation.
Close CRM and Planhat have shipped at a similar pace over the last 30 days, so the decision comes down to fit and feature depth.
Full Close CRM trajectory → · Compare Planhat vs Close CRM →
Frequently asked questions
What are the best alternatives to Planhat?
The top Planhat alternatives we currently track in CRM software are Lime Connect, Easy!Appointments, Streak, Folk, Thryv, ranked by recent ship velocity.
How is this list of Planhat alternatives ranked?
Alternatives are ranked by Sparkpulse's velocity_score — release cadence + 30-day spark count + sector-relative ship rate.
Can I compare Planhat directly with one of these alternatives?
Yes — every card has a "Compare with Planhat" link to a side-by-side /compare page.