CRM
Wealthbox puts 24 prebuilt AI agents on every plan, at no extra charge.
Alternatives · CRM software
Planhat alternatives
The best Planhat alternatives in CRM software, ranked by Sparkpulse's velocity_score.
Updated Nov 14, 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 6mo 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
Bitrix24's blog explains MCP for small teams; still no product releases.
CRM
Twenty 2.58.1 stops existing accounts from joining a workspace through SSO alone.
CRM
Twenty 2.58 rebuilds CRM permissions down to the row and adds MCP workflow steps.
CRM
GroupOffice patches its 25.0 and 6.8 lines again, still with no notes.
CRM
folk adds a command panel and quick-add tasks after its agent-era repositioning.
CRM
folk now pitches itself as the CRM for the agent era.
CRM
IntegCRM adds document folders, turning back to client records after two email releases.
CRM
Lime Connect transcribes voice messages and lets workflow inputs be skipped.
CRM
Snov.io's October update brings LinkedIn Prospect Finder 4.0 and an AI Assistant.
CRM
Close turns caller ID into an automatic choice with Local Presence.
CRM
Less Annoying CRM lets users pin notes to the top of a contact
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 | — |
| Wealthbox | 7.5 | 2 | advisor crmai agentsmcp | Introducing Wealthbox AI Agents, Included on Every Plan |
| Bitrix24 | 5.0 | 0 | content-marketingai-agentscrm | — |
| Twenty | 5.0 | 0 | crmopen sourcesso | — |
| Twenty | 5.0 | 0 | open-source-crmpermissionsworkflows | — |
| GroupOffice | 5.0 | 0 | groupwareself-hostedcrm | — |
| Folk | 5.0 | 0 | crmmcpai-agents | — |
| Folk | 5.0 | 0 | crmmcpai-agents | — |
| IntegCRM | 5.0 | 0 | crmemail-marketingdeliverability | — |
| Lime Connect | 5.0 | 0 | customer serviceai agentsworkflows | — |
| Snov.io | 5.0 | 0 | ai-integrationdata-enrichmentai-writer | Snov.io August: AI-powered web enrichment and bulk email search |
| Close CRM | 5.0 | 0 | sales crmcallingai assistant | — |
| Less Annoying CRM | 5.0 | 0 | small-business-crmcustomer-requestscontact-records | — |
The 12 best Planhat alternatives, in depth
1. Wealthbox · velocity 7.5
Wealthbox puts 24 prebuilt AI agents on every plan, at no extra charge.
Over the last 30 days Wealthbox shipped 2 meaningful updates vs Planhat's 0, most recently “Introducing Wealthbox AI Agents, Included on Every Plan”. Its velocity score of 7.5/10 blends that with longer-term release cadence.
Where Planhat leans on customer success, workflow automation and ai automations, Wealthbox focuses on advisor crm, ai agents and mcp.
Over the last 30 days Wealthbox has been shipping faster than Planhat — a point in its favour if release momentum matters to you.
Full Wealthbox trajectory → · Compare Planhat vs Wealthbox →
2. Bitrix24 · velocity 5.0
Bitrix24's blog explains MCP for small teams; still no product releases.
Its velocity score of 5.0/10 reflects longer-term release cadence.
Where Planhat leans on customer success, workflow automation and ai automations, Bitrix24 focuses on content marketing, ai agents and crm.
Bitrix24 and Planhat have shipped at a similar pace over the last 30 days, so the decision comes down to fit and feature depth.
3. Twenty · velocity 5.0
Twenty 2.58.1 stops existing accounts from joining a workspace through SSO alone.
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 sso.
Twenty and Planhat have shipped at a similar pace over the last 30 days, so the decision comes down to fit and feature depth.
4. Twenty · velocity 5.0
Twenty 2.58 rebuilds CRM permissions down to the row and adds MCP workflow steps.
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, permissions and workflows.
Twenty and Planhat have shipped at a similar pace over the last 30 days, so the decision comes down to fit and feature depth.
5. GroupOffice · velocity 5.0
GroupOffice patches its 25.0 and 6.8 lines again, still with no notes.
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 →
6. Folk · velocity 5.0
Folk adds a command panel and quick-add tasks after its agent-era repositioning.
Its velocity score of 5.0/10 reflects longer-term release cadence.
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.
7. Folk · velocity 5.0
Folk now pitches itself as the CRM for the agent era.
Its velocity score of 5.0/10 reflects longer-term release cadence.
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.
8. IntegCRM · velocity 5.0
IntegCRM adds document folders, turning back to client records after two email releases.
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, email marketing and deliverability.
IntegCRM and Planhat have shipped at a similar pace over the last 30 days, so the decision comes down to fit and feature depth.
9. Lime Connect · velocity 5.0
Lime Connect transcribes voice messages and lets workflow inputs be skipped.
Its velocity score of 5.0/10 reflects longer-term release cadence.
Where Planhat leans on customer success, workflow automation and ai automations, Lime Connect focuses on customer service, ai agents and workflows.
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 →
10. Snov.io · velocity 5.0
Snov.io's October update brings LinkedIn Prospect Finder 4.0 and an AI Assistant.
Its velocity score of 5.0/10 reflects longer-term release cadence; its most recent meaningful update was “Snov.io August: AI-powered web enrichment and bulk email search”.
Where Planhat leans on customer success, workflow automation and ai automations, Snov.io focuses on ai integration, data enrichment and ai writer.
Snov.io and Planhat have shipped at a similar pace over the last 30 days, so the decision comes down to fit and feature depth.
11. Close CRM · velocity 5.0
Close turns caller ID into an automatic choice with Local Presence.
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 sales crm, calling and ai assistant.
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 →
12. Less Annoying CRM · velocity 5.0
Less Annoying CRM lets users pin notes to the top of a contact.
Its velocity score of 5.0/10 reflects longer-term release cadence.
Where Planhat leans on customer success, workflow automation and ai automations, Less Annoying CRM focuses on small business crm, customer requests and contact records.
Less Annoying 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 Less Annoying CRM trajectory → · Compare Planhat vs Less Annoying CRM →
Frequently asked questions
What are the best alternatives to Planhat?
The top Planhat alternatives we currently track in CRM software are Wealthbox, Bitrix24, Twenty, Twenty, GroupOffice, 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.