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Comparison · CRM

Planhat vs Twenty

Side-by-side trajectory, velocity, and editorial themes.

Planhat logo5.0

Planhat doubles down on automation — Portals, Task dependencies, AI steps, OAuth — for scaled CS ops.

◆ Current state

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.

◆ Where it's heading

The product is moving from a health-score-and-playbook CS platform toward a low-code automation backbone for customer-success orgs. Recent additions of frontier LLMs (Claude Sonnet/Opus 4.6, GPT 5.4) into AI Automation steps, combined with portal-creation building blocks, position Planhat as a CS workflow engine that runs without per-account human babysitting.

◆ Prediction

Expect more native AI step types (action-taking, deeper retrieval), OAuth graduating out of Labs into the standard integrations surface, and continued investment in automation observability — failure analytics, retry policies, version history.

T6.3

Twenty is building an AI-native, app-extensible CRM behind a wall of release churn

◆ Current state

Twenty ships continuously, and the recent window mixes heavy security dependency bumps and upgrade-migration fixes with real platform direction: an SDK runAgent() so apps can invoke agents, a People Data Labs enrichment app, apps that extend existing views, a call-recording object, and AI credit/billing plumbing. A UI package rewrite (twenty-new-ui becoming twenty-ui) is underway in parallel.

◆ Where it's heading

Two structural bets stand out. First, an app/extension platform: SDK primitives, defineViewField, and scaffolded apps point at third parties building on Twenty rather than just configuring it. Second, AI woven into the core — agent chat, billed AI credits, and agents callable from logic functions. Much of the visible churn is the unglamorous migration and security work that keeps a fast-moving open-source CRM upgradeable.

◆ Prediction

Expect the enrichment app and app-agent SDK to move from scaffolding toward shipped features, and the twenty-ui package rename to land as a public UI release.

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