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How to Connect Act! with Planhat (2026)

Act!

★★★ 3.7
Crm Small Business Crm

A long-standing CRM and marketing automation platform trusted by small and midsize businesses for over 35 years.

Full Review
Planhat

Planhat

★★★★ 4.5
Customer Success Customer Support

A customer platform combining customer success, product analytics, and revenue management in one unified solution.

Full Review

About These Tools

Act!: A long-standing CRM and marketing automation platform trusted by small and midsize businesses for over 35 years.

Planhat: A customer platform combining customer success, product analytics, and revenue management in one unified solution.

Key Features

Act!

  • Contact management
  • Opportunity tracking
  • Marketing automation
  • Custom dashboards
  • Mobile access
  • Integration

Planhat

  • Customer health
  • Revenue management
  • Product analytics
  • Workflows
  • Playbooks
  • Multi-product support

Pricing

Act!

Subscription $30-$50/user/month

Planhat

Subscription Custom pricing

Detailed integration guide coming soon. We're researching the specific ways Act! and Planhat work together — including native integrations, third-party connectors, and API options. Check back for a complete step-by-step guide.

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