Switch from Planhat in an afternoon, not a quarter.
Bring your Planhat export. See your accounts, health, and renewals live in Velsano the same day — flat published pricing with no quote-based annual contract, and onboarding you never have to buy as a separate line item.
Start your free 14-day trial · Book a concierge switch
Enterprise-grade CS without the enterprise contract
| Planhat | Velsano | |
|---|---|---|
| Time to live | Onboarding + technical deployment engagement | Same afternoon — self-serve import |
| Cost to switch | Onboarding & implementation quoted separately | $0 required services fee — self-serve, or concierge if you want it |
| Pricing model | Quote-based, tiered, annual | Flat $299/$799 per month, published |
| Getting data in | Their team, on their timeline | CSV import — or point us at your warehouse |
| AI | AI deployment quoted as a separate service | Churn prediction + priorities in the core |
Exactly what comes over — no surprises
| Data | How | Notes |
|---|---|---|
| Accounts / customers | CSV import | Name, ARR, industry, renewal date, CSM owner |
| Contacts | CSV import | Linked to their account by name |
| CSM ownership | CSV import | Account team + primary CSM assignment |
| Usage & product data | CSV or SQL | Point Velsano at a warehouse table, or push via the ingest API |
| Tasks, goals, success plans | CSV import | Bring the open work; we load it via templates |
| Health scores | Recomputed | We score on YOUR scorecard — and show the math |
Why we recompute health instead of importing it: a health score is only as good as the scorecard behind it. Velsano recalculates health from your imported data using your scorecard, and every score shows the factors behind it — so you see exactly why an account is flagged, not a number you have to take on faith.
Four steps, one sitting
- Export from Planhat — Pull your Accounts, Contacts, and assignment data to CSV. Already on a warehouse? You can connect it directly and skip the export (step 3).
- Start a free Velsano trial — Self-serve signup gives you a live workspace in seconds, pre-configured with health scoring, playbooks, and success-plan templates on day one.
- Import — CSV or warehouse — Import your CSV and map its columns to Velsano fields, or point Velsano at a read-only query against your warehouse — no export at all.
- See your book of business — Health recomputes on load. Within minutes you're looking at your at-risk accounts, your next-90-day renewals, and an AI summary of any account — your data, working.
Frequently asked questions
- Do I have to go through a sales cycle to switch from Planhat?
- No. Velsano is self-serve with published flat pricing — start a free trial, import your data, and go. A concierge switch over a call is available if you want help.
- Are onboarding and AI extra, like a services quote?
- No. There is no required services fee, and AI (churn prediction, priorities) is included in the core product rather than quoted as a separate deployment.
- How long does the switch take?
- Most teams are live the same afternoon via a self-serve CSV import or a direct warehouse connection.