Less Annoying CRM vs Planhat
Side-by-side trajectory, velocity, and editorial themes.
Less Annoying CRM keeps shipping the small stuff users have asked for, and one big workflow piece.
LACRM is in steady customer-driven iteration mode — task customization, rich text fields, undo on destructive actions, twelve small requested features in a single release. The standout from the past six months is automations, which finally gives the product a workflow primitive comparable to higher-end CRMs without abandoning its simplicity-first positioning.
The product is broadening from contact management into light workflow tooling — automations, update forms, deeper Zapier hooks — while continuing to invest in the unglamorous quality-of-life work (relative date filters, undo merge, group search). It is positioning against feature-rich competitors by being the CRM that respects the user's time, not by matching feature surface area.
Expect automations to grow more triggers and conditions over the next quarter, especially around forms and pipeline movement, since the foundation just landed and Zapier integration coverage is being filled in. The next user-visible bet is likely a reporting or dashboard improvement, since visibility hasn't moved while the workflow surface has.
Planhat doubles down on automation — Portals, Task dependencies, AI steps, OAuth — for scaled CS ops.
Planhat's recent stream skews heavily toward automation infrastructure for customer-success teams. New advanced Task dependencies, automated end-to-end Portal setup, full execution logs for Automation Runs, and live company-field merge tags in Dashboards and Presentations all reduce the manual per-account work that defines mid-tier CSM tooling. OAuth connections enter Labs, replacing API-key plumbing for integrations.
The product is moving from a health-score-and-playbook CS platform toward a low-code automation backbone for customer-success orgs. Recent additions of frontier LLMs (Claude Sonnet/Opus 4.6, GPT 5.4) into AI Automation steps, combined with portal-creation building blocks, position Planhat as a CS workflow engine that runs without per-account human babysitting.
Expect more native AI step types (action-taking, deeper retrieval), OAuth graduating out of Labs into the standard integrations surface, and continued investment in automation observability — failure analytics, retry policies, version history.
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