Upland RO Innovation vs. Planhat

Upland RO Innovation is customer reference management software for companies that win. The platform enables businesses to automatically serve up the best customer references, when they’re needed, use AI to leverage intelligence from Sales Wins, and track the impact of references on sales. With integrations to CRM systems like Salesforce, Microsoft Dynamics, and HubSpot, RO Innovation makes it easy to find customer references and testimonials to help sales teams close deals, faster.

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.