Baton vs. Planhat

Baton is a SaaS implementation management platform that automates, simplifies and accelerates even the most complex customer onboarding projects. Baton is purpose-built for project participants to work across multiple organizational boundaries. Users enjoy real-time visibility into status reporting without the frustrations of chasing down weekly updates via email, spreadsheets or other outdated processes that will never scale.

Planhat is an agentic customer platform, built to give humans and AI agents the full context they need to drive exceptional customer outcomes. Commercial teams at B2B enterprises use Planhat to automate workflows across the entire customer lifecycle, from onboarding and expansion to renewals and scaled customer success, turning better outcomes into revenue growth and enduring profitability. The platform spans three solutions; a category-leading Customer Success Platform (CSP), a comprehensive CRM system, and most recently, an AI-native Professional Services Automation (PSA) offering.