40 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>Score 7.4 out of 100
Based on 40 reviews and ratings
17 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>Score 8.9 out of 100
Based on 17 reviews and ratings
Feature Set Ratings
Security
Chargebee
Feature Set Not Supported
N/A
8.9
Planhat
89%
Planhat ranks higher in 1/1 features
Planhat ranks higher in 1/1 features
Role-based user permissions
N/A
0 Ratings
8.9
89%
10 Ratings
Platform & Infrastructure
Chargebee
Feature Set Not Supported
N/A
9.1
Planhat
91%
Planhat ranks higher in 2/2 features
Planhat ranks higher in 2/2 features
API
N/A
0 Ratings
8.8
88%
8 Ratings
Integration with Salesforce.com
N/A
0 Ratings
9.5
95%
6 Ratings
Customer Data Extraction / Integration
Chargebee
Feature Set Not Supported
N/A
8.8
Planhat
88%
Planhat ranks higher in 2/2 features
Planhat ranks higher in 2/2 features
Product usage
N/A
0 Ratings
8.9
89%
10 Ratings
Help desk / support tickets
N/A
0 Ratings
8.7
87%
8 Ratings
Customer Success Management
Chargebee
Feature Set Not Supported
N/A
9.0
Planhat
90%
Planhat ranks higher in 7/7 features
Planhat ranks higher in 7/7 features
NPS surveys
N/A
0 Ratings
9.4
94%
9 Ratings
Sponsor tracking
N/A
0 Ratings
9.1
91%
6 Ratings
Customer profiles
N/A
0 Ratings
8.9
89%
10 Ratings
Automated workflow
N/A
0 Ratings
8.4
84%
10 Ratings
Internal collaboration
N/A
0 Ratings
8.4
84%
10 Ratings
Customer health scoring
N/A
0 Ratings
9.3
93%
10 Ratings
Customer segmentation
N/A
0 Ratings
9.8
98%
10 Ratings
CSM Reporting & Analytics
Chargebee
Feature Set Not Supported
N/A
8.9
Planhat
89%
Planhat ranks higher in 4/4 features
Planhat ranks higher in 4/4 features
Customer health trends
N/A
0 Ratings
9.2
92%
9 Ratings
Engagement analytics
N/A
0 Ratings
8.8
88%
9 Ratings
Revenue forecasting
N/A
0 Ratings
8.5
85%
6 Ratings
Dashboards
N/A
0 Ratings
9.1
91%
9 Ratings
Attribute Ratings
- Planhat is rated higher in 3 areas: Likelihood to Recommend, Usability, Support Rating
Likelihood to Recommend
6.8
Chargebee
68%
19 Ratings
9.3
Planhat
93%
10 Ratings
Usability
8.0
Chargebee
80%
1 Rating
9.2
Planhat
92%
4 Ratings
Support Rating
8.0
Chargebee
80%
2 Ratings
9.7
Planhat
97%
4 Ratings
Likelihood to Recommend
Chargebee
Well-suited:
- In a B2B set up - Post achieving some scale and having outgrown Google Sheets/ Excels. Won't add much value if you are dealing with fewer than 400-500 invoices a year.
- We haven't explored their B2C subscription management side - but that is one of the key strengths of the platform.

Verified User
C-Level Executive in Sales
Education Management Company, 51-200 employeesPlanhat
Planhat is very cost-effective compared to its competitors and offers a similar level of functionality. So if you are looking for a CS platform that will give your CSM's all the data they need to manage their portfolio, then Planhat will do the job very well. I was part of the team that was tasked with selecting a CS platform for Pexip, and the combination of cost and performance made Planhat a clear winner against the other two products we were evaluating.
I still use Salesforce on a daily basis because that's the platform we use to generate quotes. It would be nice if I only had one platform to perform all of my CS tasks in. I'm not sure if that's a criticism of Planhat or not, as I don't know if it has a quoting module that we haven't implemented, or whether that function simply isn't available.
Customer Success Manager
PexipTelecommunications, 201-500 employees
Pros
Chargebee
- Reliable: We've had virtually no issues since launch.
- Care about customers: Chargebee's account managers/support team have always been very helpful/responsive.
- Feature-rich: Chargebee has a ton of features that help us do what we want and they are consistently adding new features every quarter.

Verified User
Program Manager in Product Management
Computer Software Company, 51-200 employeesPlanhat
- Customer support and onboarding experience is really smooth, straightforward, and fast.
- Dashboards have been really powerful for customer and business intelligence.
- Management reporting in real time.

Verified User
Executive in Sales
Marketing & Advertising Company, 1-10 employeesCons
Chargebee
- It wasn't allowing us to add a one time purchase without making it an ongoing subscription with only one payment. They may have fixed it very recently but that was a big pain from a reporting perspective (it was including one time purchasers as subscribers)
- Email automation is not very robust. Difficult to customize triggers by subscription, you have to send the same message to all subscribers for a specific action
- Wish it had a way to write off and cancel the subscription of customers who haven't updated their cc info. That can be a long painful and very manual process. And if that feature is available somewhere they don't do a good job of making that clear.
Co-Founder/Chief Janitor
CrispComputer Software, 1-10 employees
Planhat
- Allow for cc'ing of AEs or others within the same organization from the messaging center. When I went to send a message from within Planhat, I had to manually type out the AE's email address every time if I wanted them cc'd.
- The fonts were funky if I went to add text into an existing email template. For example, if I added in an extra sentence or paragraph, in Outlook on the recipient's end, the font was different despite looking the same within Planhat. Gmail was all consistent, Outlook was showing a different font.
Customer Success Manager
NitroInformation Technology & Services, 201-500 employees
Pricing Details
Chargebee
General
Free Trial
Yes
Free/Freemium Version
—Premium Consulting/Integration Services
Yes
Entry-level set up fee?
No
Starting Price
$0
Chargebee Editions & Modules
Edition
Rise | $2491 |
---|---|
Scale | $5491 |
Enterprise | Contact sales team |
- per month
- none
Additional Pricing Details
No transaction based fees. No setup cost. No monthly contracts. No hidden fees.Planhat
General
Free Trial
—Free/Freemium Version
—Premium Consulting/Integration Services
—Entry-level set up fee?
No
Starting Price
—Planhat Editions & Modules
—
Additional Pricing Details
—Usability
Chargebee
Chargebee 8.0
Based on 1 answer
It's very easy to use once you know what you're doing. I found it very straight forward once I got the hang of things and was able to create plans easily for my business. I was also able to just charge my clients right away easily. Refunding was also easy when needed.

Verified User
Director in Professional Services
Professional Training & Coaching Company, 1-10 employeesPlanhat
Planhat 9.2
Based on 4 answers
Planhat is an easy-to-use, intuitive software that didn't take long to set up and learn. We are able to view powerful, rich data in dashboards that break everything down so comprehensively. The support team is always there to help and is very quick to respond in live chat--so if you do have an issue or are unsure of how to use a feature, you will more than likely get an immediate response to your query, while still in the platform.
Customer Success Manager
OnBrandMarketing & Advertising, 1-10 employees
Support Rating
Chargebee
Chargebee 8.0
Based on 2 answers
Chargebee is simple to use, and we have had little need for support.
Sr Director of Implementation
Workgroups DaVinciComputer Software, 11-50 employees
Planhat
Planhat 9.7
Based on 4 answers
Planhat support is excellent. We have a dedicated resource allocated to work with us, and he is extremely knowledgeable, articulate and responsive. The wider support team at Planhat is also very good, responding quickly to any issues logged. As an end-user, you can chat with Planhat support if you encounter any issues or have any questions, and they have always helped me.
Customer Success Manager
PexipTelecommunications, 201-500 employees
Alternatives Considered
Chargebee
The major reason to go with chargebee is its costing as compared to its competitors it is much useful and value for money.Also it has many features that is very practical and efficient to use it.I recommend to the people who involves low costing as well as futuristic features.
Technical Consultant
EdurekaE-Learning, 201-500 employees
Planhat
Planhat was the most agile and easy to use software, while still having unique and powerful features that allowed us to really customize the software around our organization and needs. Planhat is more than a Customer Success tool in essence and adds tremendous value and flexibility over its competitors.

Verified User
Vice-President in Sales
Internet Company, 1001-5000 employeesReturn on Investment
Chargebee
- It was a step in the right direction compared to ReCharge
- It had negative impacts on our revenue before we had our developers put some work into improving its capabilities with our website and software
- Now, we are seeing some positive results (after some costly updating from our end)

Verified User
Manager in Other
Consumer Goods Company, 11-50 employeesPlanhat
- Better visibility into customer health, which led to more proactive reach outs to accounts at high risk.
- Better renewal visibility by being able to surface upcoming renewal accounts and proactively reach out to provide value ahead of time.
Customer Success Manager
NitroInformation Technology & Services, 201-500 employees