Routeability vs Planhat
See the price today, start on your own book of business today, and report ARR your board can trust. Routeability runs on one record too, with a ledger nobody can type over and AI agents held to limits the server enforces.
Checked 5 November 2026 · Sources
Why teams choose Routeability
Every capability tied to the business outcome it delivers.
Customers renew for results, not features. When you can show which capabilities delivered which outcome, and what it was worth, the renewal is a value conversation, not a price one.
Each customer's business objectives carry a baseline, a target and a dollar value, linked to the product capabilities that deliver them. Telemetry from your product marks those capabilities adopted, or gone stale, automatically. Health, the adoption versus value gap and EBR prep packets all read from the same links.
Nothing gets lost between the sale and the renewal.
Every handoff between a CRM and a Customer Success tool can drop context, and dropped context is where renewals slip.
The prospect your AE qualifies is the customer your CSM renews. Accepting the proposal books the ARR and opens the subscription on the same record.
ARR your board can trust.
When ACV can be hand-edited, the numbers drift and GRR and NRR turn into arguments.
Every ARR change is a ledger movement. Nobody can hand-edit ACV, renewals are tracked per contract, and GRR and NRR come from one ledger.
AI that does the work. People who make the call.
Agents that act unchecked are a risk, and agents that just summarise save no time.
Renewal, expansion and EBR prep agents draft into one queue ranked by revenue at stake. A person approves, money and contracts are never autonomous, and every step is audited.
A price you can see today.
You can budget before a sales call, and on Scale adding a colleague never adds a seat bill.
Priced per workspace: Growth is $1,200 a month for up to 10 users, and Scale is $3,600 a month with unlimited users and AI agents included.
Routeability and Planhat, side by side
| Topic | Routeability | Planhat |
|---|---|---|
| One system, or CRM plus CS tool | RouteabilityOne app. Pipeline, proposals, conversion and Customer Success run on one record from prospect to renewal. | PlanhatOne platform that sells itself as a CRM, with two-way sync to Salesforce or HubSpot if you keep them. |
| AI agents and who approves | RouteabilityAgents draft renewal, retention, expansion and EBR prep work into one Triage queue. A person approves. Server-enforced ceilings per action, MFA to raise a level, every step audited. Included on Scale and Enterprise. | PlanhatPi agent. Teams set approval boundaries, from drafts a person sends to the agent owning a process. Approvals, run logs and permissions govern agents. |
| Published price | RouteabilityYes. Growth $1,200 a month ($1,000 on a 12-month term), up to 10 users. Scale $3,600 a month ($3,000 on a 12-month term), unlimited users. Enterprise on request. | PlanhatNo. Quote-based, with enquire or demo routes. |
| Pricing model | RouteabilityPer workspace, monthly, 6-month or 12-month terms. Self-serve checkout. AI budget included on Scale and Enterprise. Agents cover up to 100 accounts on Scale. | PlanhatPlatform fee plus a minimum number of Core Users, with extra Core Users and add-ons on top. Unlimited View Users. Billed annually upfront. Upgraded AI Platform listed as an add-on. |
| Renewals by contract and ARR ledger | RouteabilityRenewals per contract, fixed-term and monthly in one book. Every ARR change is a ledger movement, with due-basis GRR and NRR. | PlanhatDeals with subscription line items, ARR or MRR reporting, Renewal Rate (NRR) and Renewals reports, and optional automatic renewal with notice periods. |
| Enterprise controls (SSO, MFA, roles, isolation) | RouteabilitySAML SSO on every paid plan, MFA required for password sign-ins once a trial converts (SSO sign-ins rely on your identity provider's MFA), three roles enforced in the database, field-level audit log, tenant isolation by Postgres row-level security. | PlanhatSAML 2.0 SSO, unlimited custom roles with field-level access by role, team and portfolio, configurable sessions, encryption in transit and at rest. |
| Certifications they state | RouteabilityBuilt to SOC 2 and ISO 27001 controls. | PlanhatSOC 2 Type II and ISO 27001:2022, reports under NDA. Also states GDPR and CCPA commitments. |
| Services | RouteabilityIn-house Customer Success services that start with a Revenue Diagnostic, which also runs in the app. | PlanhatA dedicated CSM and onboarding resources on every plan. Tailored onboarding and Premium Success plans sold separately. Solution Partners for consulting, data mapping and integrations. |
What changes when you choose Routeability over Planhat
Know the price before you take a sales call.
Why it matters: You can build the budget and the business case now, without waiting for a quote.
Growth is $1,200 a month for up to 10 users and Scale is $3,600 a month with unlimited users, lower on 6-month or 12-month terms. Planhat publishes no prices: its plans combine a platform fee with a minimum number of Core Users.
Start on your own data today.
Why it matters: A trial on your real book of business tells you more than any demo, and you are not tied into a year upfront to find out.
Routeability has a self-serve trial and self-serve checkout, with monthly, 6-month or 12-month terms. Planhat's pricing page offers enquiry and demo routes, and its plans are billed annually upfront.
One ARR ledger, no hand-edited ACV.
Why it matters: When ACV can be hand-edited, the numbers drift and GRR and NRR turn into arguments in the board meeting.
Nobody can type over ACV. Every change is a ledger movement booked by Financial or admin users, renewals are tracked per contract, and GRR and NRR use a due-basis cohort aligned to your fiscal year.
AI agents with limits they cannot cross.
Why it matters: An agent that moves faster than your team trusts it puts revenue and customer relationships at risk.
The server sets a ceiling for each action. Renewal, expansion and EBR prep plays are capped at Draft and approve, raising a level needs MFA, and every step is audited. Planhat lets teams set approval boundaries and move them as trust grows.
AI cost is in the plan, not on top.
Why it matters: You can budget for AI on day one, with no credits to top up and no per-seat AI fees as usage grows.
On Scale and Enterprise, agents come with a monthly AI budget and no credits or per-seat AI fees, covering up to 100 accounts on Scale. Planhat lists an Upgraded AI Platform as an add-on and does not show its price.
Customer Success ready from day one.
Why it matters: Your next renewal is already on the calendar, so health, NPS and ARR need to be in place before it lands.
Health, NPS, EBRs, renewals by contract and the ARR ledger are built in. A Revenue Diagnostic runs inside the app, and its headline is free in every workspace.
Help that finds the leak, then fixes it.
Why it matters: Knowing where revenue leaks is worth little until someone fixes it and keeps it fixed.
Our in-house team starts from a Revenue Diagnostic, fixes the leak with you and runs it on the platform. Planhat includes a dedicated CSM and works with Solution Partners.
What Planhat is
Planhat is sold as a CRM. It is one platform for commercial teams, with Customer Success, revenue and sales on the same data. Its AI agent is called Pi. It has pages for enterprises, scale-ups and startups. Pricing is quote-based.
What it costs
Routeability publishes its prices per workspace. Growth is $1,200 a month, $1,100 on a 6-month term or $1,000 on a 12-month term, for up to 10 users. Scale is $3,600, $3,300 or $3,000 a month on the same terms, with unlimited users and AI agents for up to 100 customers. Enterprise is priced on request.
Planhat publishes no prices. Pricing is quote-based, with add-ons. A plan combines a Platform Fee and a minimum number of Core Users, with extra Core Users and Solution Extensions charged on top. View Users are unlimited. Plans are billed annually upfront, in USD by default. Add-ons include Upgraded AI Platform, Advanced Service, Email Marketing and Advanced Portals, none priced.
AI agents and who approves
Routeability's renewal, expansion and EBR prep agents read the same record and ARR ledger the deal was won on. They draft into one Triage queue, ranked by revenue at stake, and a person approves. The platform sets a ceiling for each action, and renewal, expansion and prep plays are capped at Draft and approve. Raising a level needs MFA, and every approval, edit and level change is audited. Agents come with Scale, Enterprise and every trial, with a monthly AI budget and no credits or per-seat AI fees. On Scale, agents cover up to 100 accounts. AI Assist and AI enrichment are on every plan.
Planhat's agent, Pi, is built on Claude and Slack and draws on conversations, tickets, usage, sales and revenue data with a person in the loop. Its AI page describes three delegation levels and says approvals, run logs and permissions govern how agents run. Upgraded AI Platform is listed as an add-on with no price shown.
Security and certifications
Postgres row-level security isolates each workspace, including file storage. Routeability staff access is restricted to operating and supporting the platform. Standard, Financial and Administrator roles are enforced in the database. SAML SSO with JIT provisioning is on every paid plan, and MFA is required for password sign-ins once a trial converts. There is a field-level audit log, workspace snapshots, and GDPR export and erasure. It is built to SOC 2 and ISO 27001 controls.
Planhat states SOC 2 Type II and ISO 27001:2022 certification, with reports under NDA, plus GDPR and CCPA. It uses TLS 1.2 or 1.3 in transit and AES-256 at rest, SAML 2.0 SSO (Okta, Azure AD, Google Workspace, ADFS and custom), configurable sessions, and unlimited custom roles with field-level restriction. It runs 24/7 threat monitoring, annual penetration tests and a bug bounty, and is hosted on Google Cloud Platform.
Services and help
Routeability offers in-house Customer Success services that start from a Revenue Diagnostic of your lifecycle. The same diagnostic runs in the app: the headline is free in every workspace, and the full version comes with Scale, Enterprise and every trial.
All Planhat plans include onboarding resources and a dedicated Customer Success Manager (minimum annual spend applies). Tailored onboarding and Premium Success and Support plans are sold separately. Solution Partners deliver consulting, business insight, data mapping and custom integrations.
Routeability is the right fit if
- You want the price on the page and a per-workspace bill rather than a per-seat one.
- You need to prove it on your own book of business today, without committing to a year upfront.
- You need ARR, GRR and NRR your board can trust, all tied to one ledger nobody can type over.
- You want renewals tracked per contract, with fixed-term and monthly subscriptions in one book.
- You want AI agents that do the drafting and wait for a person, with hard ceilings, MFA to raise a level and the AI cost included on Scale and Enterprise.
- You want one record from prospect to renewal, plus a team that finds where revenue leaks and runs the fix on the same platform.
Sources
Checked 5 November 2026- Planhat pricingQuote-based pricing; platform fee plus minimum Core Users; unlimited View Users; billed annually upfront; add-ons; CSM and onboarding on all plans
- planhat.comSold as a CRM; Pi agent; two-way Salesforce or HubSpot sync
- Planhat securitySOC 2 Type II and ISO 27001:2022; GDPR and CCPA; encryption; SAML SSO; custom roles; GCP hosting
- Planhat AIThree delegation levels; approvals, run logs and permissions
- Planhat partnersSolution Partners for consulting, data mapping and custom integrations
- Planhat revenue overviewDeals with subscription and fee line items; ARR or MRR; revenue reports
- Planhat revenue reportsRenewal Rate (NRR); renewals by end date; overdue renewals; automatic renewal
- Routeability pricingGrowth and Scale prices by term, user limits, AI agents on Scale, Enterprise on request
- Routeability user guide (agent autonomy, single sign-on, two-factor authentication, roles and permissions, renewals, monthly subscriptions, audit log, Revenue Diagnostic, licensing and plans)Autonomy levels and ceilings, SSO on paid plans, MFA for password sign-ins after a trial converts, database-enforced roles, contract-level renewals, month-to-month subscriptions, audit log, Revenue Diagnostic tiers
Facts about Planhat come from its own public pages. Products and prices change; if something here is out of date, email hello@routeability.com and we will correct it.
Comparing with Planhat? Try Routeability on your own data.
Start a self-serve trial with your work email, or check the published per-workspace prices.
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