EvaluationsHub vs Planhat
Planhat is a Customer Success platform built for SaaS businesses. EvaluationsHub is built for B2B service companies where relationship health is measured through operational delivery, not product usage signals.
Side-by-side comparison
| Feature | EvaluationsHub | Planhat |
|---|---|---|
| Primary use case | B2B service companies: logistics, IT services, manufacturing, professional services | SaaS and digital subscription businesses |
| Health scoring signals | OTD, SLA compliance, defect rate, invoice accuracy, utilisation, CSAT | Product usage, feature adoption, login frequency |
| QBR workflow | Built-in: structured agenda, pre-populated data, action tracking, client portal | Available but requires configuration for service delivery |
| Corrective action plans (CAPA) | Native: named owner, root cause, milestones, reminders, audit trail | Not available as a native feature |
| Client-facing portal | White-label, live health score, QBR actions, both logos — free for clients | Customer portal available; oriented toward SaaS self-service |
| Salesforce integration | Native sync via custom objects; health scores, QBR outcomes, CAPA status | Native Salesforce integration available |
| Pricing model | Per-account; scales with portfolio size | Per-user; can become expensive for large teams |
| Setup time | Days; white-glove onboarding included | Weeks of configuration; dedicated CS resources recommended |
| Security certification | ISO 27001 (AWS eu-west-3) | SOC 2 certified |
Why B2B service teams choose EvaluationsHub
Built for service delivery, not SaaS
Planhat is designed around product usage signals. EvaluationsHub connects to your TMS, ITSM, ERP, and operational systems to score health from OTD, SLA compliance, defect rates, and contract utilisation.
QBR workflow included
Structured agenda, pre-populated performance data, action tracking, and a live client portal — all included. Planhat requires significant configuration to replicate this for service delivery teams.
Native CAPA workflow
When an account drops below your health threshold, EvaluationsHub triggers a structured corrective action plan with named owner, root cause, milestones, and audit trail. Planhat does not have this feature.
Per-account pricing
EvaluationsHub prices per account managed, not per user seat. As your team grows, the cost does not scale with headcount — unlike Planhat’s per-user model.
30-day pilot, 10 accounts
Month-to-month, 30-day money-back. Set up in days. Includes white-glove onboarding and a free account health scorecard template to get your first accounts scored immediately.