
Softr vs. Planhat
Finding Planhat too rigid for your team? Try Softr, the fastest way to build flexible client portals and dashboards.



The #1 Planhat alternative for client portals and dashboards
Build scalable, full-stack apps on real business data—with predictable pricing and full control as you grow.
Build on top of your existing data.
Planhat is built around its own customer success data model. Softr connects natively to 15+ data sources—including Airtable, HubSpot, Notion, Google Sheets, and more—so your dashboards and portals stay in sync with the tools your business already uses.
Customize workflows, layouts, and user experience.
Planhat focuses on predefined CS workflows and analytics views. Softr lets you tailor layouts, views, logic, and permissions with modern drag-and-drop blocks, so your portals reflect how your team and customers actually work.
One platform with more value built in.
Planhat is limited in what it can do. Softr lets you start with a client dashboard, then expand into client portals, CRMs, internal tools, and partner apps—all powered by the same data and permissions, and all under one software subscription.
Why businesses choose Softr over Planhat
More than just CS reporting
Planhat is designed primarily for internal CS teams to analyze customer health and usage. Softr enables you to build interactive client portals where customers can view live data, submit requests, track progress, upload files, and collaborate in one place.

Build once, personalize for every client
Planhat requires you to set up a portal for every client. Softr lets you build a single portal and use granular permissions to personalize content for each client, partner, or internal role—without duplicating work or building custom dashboards for every client.

More advanced internal tools
Planhat focuses on insights and health tracking. Softr supports workflows triggered by real user actions—like form submissions or status changes—so teams can manage onboarding, renewals, approvals, and operational handoffs in one tool.

Faster iteration, more adaptability
Planhat’s strength is standardization, but that can slow adaptation when CS workflows evolve. Softr’s AI-powered builder makes it easier to adjust layouts, permissions, and logic as customer needs or internal processes change.

Forms built for smoother operations
Planhat includes conditional forms designed primarily for CS use cases. Softr’s forms are built to support full operational workflows, like onboarding, requests, approvals, and renewals—embedded directly inside portals and apps.

Transparent pricing, predictable scaling
Planhat doesn't list pricing on its website, making it harder to predict. Softr’s pricing and user model are better suited for portals and dashboards that expand across departments, clients, and partners without costs scaling linearly per seat.

Go from zero to app, incredibly fast
Connect to your data in seconds
Integrate with your spreadsheets and databases, including Airtable, SQL, Hubspot, Google Sheets, Supabase, BigQuery, and more—in just a few clicks. Your data is always secure and in sync.
Customize layout and logic
Drag and drop customizable building blocks with various views and functionalities. Granular permissions allow you to control what data each user can access, and which actions they can take.
Publish and launch
Ship applications that your team will love in minutes or hours, instead of days or weeks. Deploy on both desktop and mobile.














Frequently asked questions
Planhat is a customer success platform focused on health scores, analytics, and churn reduction for CS teams. Softr is a full-stack, AI-powered app builder that lets teams create custom client portals, dashboards, and workflows on top of their existing data.
In short, Planhat is opinionated around CS use cases, while Softr is a flexible app builder that prioritizes workflows and broader business use cases.
No. Planhat simplifies setup by enforcing predefined CS structures. Softr offers more flexibility but is still designed for non-technical teams using a visual, block-based builder and pre-built business app templates. Teams can start simple and add complexity only as requirements evolve, without relying on developers.
Planhat is primarily designed for internal CS teams, with limited client-facing access. Softr supports granular permissions at the page, block, record, and field level, making it easier to safely expose the right data to clients, partners, and internal users from a single app. This means you can build one portal and customize it to each client (instead of managing separate portals for every client).
Softr connects directly to a wider range of data sources—including Airtable, HubSpot, Notion, Google Sheets, SQL, and Softr Databases—and lets teams combine multiple sources in a single app for more flexible data modeling.
Softr can be used to build custom CS dashboards and client portals, especially when teams want more flexibility or broader use cases. Planhat may still be a good fit for teams that primarily need out-of-the-box CS analytics, while Softr is better suited when client portals, automated workflows, and cross-team apps become more important.
Yes. If your app is centered around business data—customers, projects, deals, inventory, tasks—you can connect Softr directly to external sources like Airtable or SQL, or import your existing data into Softr Databases via CSV. Many teams move to Softr to reduce ongoing development overhead and the cost of multiple tools.
Portals, CRMs, project trackers, dashboards, partner hubs, internal tools, request systems, inventory applications, and multi-team business apps—anything that relies on structured data, permissions, and workflows. Check out more use cases here.
