--- title: Planhat Reviews meta\_title: 'Planhat Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 954 reviews by the users' company size, role or industry to find out how Planhat works for a business like yours. aggregate\_rating: rating\_value: 4.5 review\_count: 954 scale: '5' date\_modified: '2026-08-10' parent\_category: name: Customer Service url: https://www.g2.com/categories/customer-service --- # Planhat Reviews & Product Details Visit Website 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. The PSA brings resource management, project delivery, and services revenue into the same unified data model that has powered Planhat's category leading CSP for over a decade, helping teams drive adoption, reduce churn, and identify expansion opportunities through Customer 360 profiles, health scoring, and customer analytics. Core capabilities include AI workflows, conversational AI, and customer portals, all based on high-fidelity time-series data. Planhat serves organizations across software, IT and telecoms, healthcare & life sciences, financial services, and security. * * * Product Website Planhat Seller [Planhat](https://www.g2.com/sellers/planhat) Discussions [Planhat Community](https://www.g2.com/products/planhat/discuss) Languages Supported English Solution Type All-in-One Overview by Christine Nielsen Show More ## Value at a Glance Averages based on real user reviews. ### Time to Implement 3 months [ View More Pricing Information ](https://www.g2.com/products/planhat/pricing) ## Planhat Integrations (43) What do users say about integrations? 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Service ](https://www.g2.com/products/zendesk-for-customer-service/reviews) Show More ![Ty R.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Ty R.") TR Ty R. Leader of Customer Success for the Americas Mid-Market (51-1000 emp.) 10/6/2025 "A Strategic Platform for Scaling Customer Success" 5/5 What do you like best about Planhat? Planhat strikes a great balance between power and usability. The UI is modern, intuitive, and easy for both new and experienced users to navigate, which helped drive adoption across our Customer Success organization. At the same time, the platform is flexible enough to support sophisticated health scoring, success planning, lifecycle management, and executive reporting. The integrations are another major strength. We are able to bring together data from multiple systems to create a more complete picture of our customers, reducing the need to switch between tools throughout the day. From a performance perspective, the platform is responsive and scales well across a large customer portfolio. Whether I'm preparing for an executive business review, reviewing account health, or identifying at-risk customers, the information I need is readily available. Planhat also provides strong value for the investment. Compared to many enterprise Customer Success platforms, it delivers a robust feature set without the cost structure that can make larger platforms difficult to justify. The onboarding experience and ongoing support have been excellent. The team is knowledgeable, responsive, and genuinely interested in customer feedback. We've seen multiple product improvements over time based on customer input. Finally, the company's investment in AI is particularly exciting. AI-driven summaries, insights, and automation help reduce administrative work and allow Customer Success Managers to spend more time focused on customers. I'm especially excited about the continued evolution of AI capabilities and would love to see even deeper integrations with tools like Microsoft Copilot in the future. Review collected by and hosted on G2.com. What do you dislike about Planhat? Deeper integrations and continued growth of the AI capabilities are the biggest opportunities for improvement. While Planhat integrates with many systems, there is still room to streamline data sharing and reduce manual effort between platforms. The AI functionality has improved significantly, but I would like to see tighter integration with tools such as Microsoft Copilot to automatically capture meeting insights, action items, and customer context without requiring additional manual steps. Review collected by and hosted on G2.com. What problems is Planhat solving and how is that benefiting you? Planhat solves the challenge of having customer data, engagement history, health metrics, success plans, and action items spread across multiple systems. By bringing everything into a single platform, it gives our Customer Success, Sales, and Leadership teams a shared view of the customer and helps ensure everyone is working from the same information. For me personally, the biggest benefit is efficiency and visibility. Planhat allows me to quickly understand account health, identify risks, track customer goals, and prepare for executive conversations without spending hours gathering information from different tools. It has also helped us scale our Customer Success program, operate more proactively, and make more data-driven decisions across a large customer portfolio. Review collected by and hosted on G2.com. Show More 7/20/2026 Current UserValidated ReviewerIncentivizedSource: Seller invite ![Carly P.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Carly P.") CP Carly P. Customer Success Lead Mid-Market (51-1000 emp.) 7/16/2026 "Intuitive UI, Powerful Integrations, and a Supportive Planhat Team" 4.5/5 What do you like best about Planhat? Planhat has been a great platform for our team. The UI is intuitive, and users have found it very easy to adopt. Its integrations with tools like Glean and Salesforce make it especially valuable by bringing our different data sources together in one place. We have yet to encounter a goal or workflow that Planhat could not support natively, which has made it flexible enough to grow with our needs. The Planhat team has also been excellent to work with throughout the process. They are responsive, helpful, and genuinely invested in our success. Review collected by and hosted on G2.com. What do you dislike about Planhat? There are elements of planhat that seem to be in the early stages of development and will benefit from more time in refinement. That said, everything works as expected, and they are committed to continuing to deliver new features to their customers. Review collected by and hosted on G2.com. What problems is Planhat solving and how is that benefiting you? Planhat has helped our CS team streamline tasks, made is easy to keep track of customers and revenue, and manage cross-functional projects. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite ![Ibrahim C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Ibrahim C.") IC Ibrahim C. Senior Director Client Success Operations, Nasdaq Financial Technology Enterprise (\> 1000 emp.) 4/14/2026 "Powering Our AI-Driven Customer Success Transformation" 4.5/5 What do you like best about Planhat? Planhat has proven to be an intuitive and highly effective Customer Success platform for our organization. Its user-friendly design, combined with functionality tailored specifically for our Customer Success Managers, has enabled rapid adoption and streamlined day-to-day operations. The implementation process was straightforward, and Planhat's support organization has been an outstanding partner throughout our journey. Our Technical Account Managers (TAMs) and Customer Success team have consistently been responsive, knowledgeable, and invested in our success, helping us maximize the platform's value. One of Planhat's greatest strengths is its flexibility and configurability. We have successfully customized the platform to align with our business processes and integrated it across our Customer Success technology stack, providing our CSMs with a centralized view of customer data and insights in a single platform. Planhat has become a key enabler of our AI transformation initiatives by serving as a centralized source of customer data, engagement insights, and operational intelligence. Leveraging both the rich data within the platform and Planhat's AI capabilities, we have developed several AI-powered agents that support our Customer Success Managers by generating Success Plans, summarizing customer engagements, identifying expansion opportunities, and proactively highlighting churn risks. Beyond supporting customer-facing teams, we have also implemented AI agents for our Customer Success Operations organization to improve data quality. These capabilities help ensure that our teams can rely on accurate, consistent, and actionable customer data while reducing manual effort and administrative overhead. As our AI strategy continues to evolve, Planhat provides the foundation that enables us to scale automation, surface insights faster, and empower our teams to focus more time on strategic customer engagement. Overall, Planhat continues to evolve as a strategic platform that not only supports our Customer Success workflows but also enables innovation through AI-driven automation and insights. Review collected by and hosted on G2.com. What do you dislike about Planhat? At times, it can be challenging to build automations that require technical or coding knowledge, especially since our CSOPs team is non-technical. That said, Planhat’s team has consistently been there to support us, and we’re happy with the arrangement overall. Review collected by and hosted on G2.com. What problems is Planhat solving and how is that benefiting you? Planhat gives us a 360-degree view of our clients and helps us spot new opportunities, escalation risks, potential churn, and overall client engagement. We also rely on Planhat to track our CSMs’ KPIs. By building AI agents in Planhat, we’ve been able to cut down the time our CSM practice spends on administrative work, such as creating success plans or cleaning up data. As a result, our CSMs can dedicate more time to clients. This has also had a financial impact by helping us keep the cost of our CSM practice under control, since we can manage more clients without needing to hire additional CSMs. Review collected by and hosted on G2.com. Show More 7/15/2026 Current UserValidated ReviewerIncentivizedSource: Seller invite ![Adrian D.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Adrian D.") AD Adrian D. Senior Manager, CS Ops, L&D, Support Mid-Market (51-1000 emp.) 7/2/2026 "Flexible enough to build what our business actually needs" 5/5 What do you like best about Planhat? What I've really loved about Planhat is the customizability of the tool, particularly around leveraging its AI capabilities. The research and analysis I'm doing feels unique to our business, not cookie cutter. I've been able to build prompts that surface adoption patterns tied to sentiment shifts, so I can spot risk earlier than a static health score would tell me. That kind of analysis would normally take a data team weeks to scope. Here, I can just build it. Review collected by and hosted on G2.com. What do you dislike about Planhat? With customizability comes complexity. Some of the automation settings, permissions configurations, and general maintenance of the platform take time to master, so the learning curve is real. But once you have a handle on things, it does start to become second nature. Review collected by and hosted on G2.com. What problems is Planhat solving and how is that benefiting you? Planhat is solving the fragmentation problem for us. Before, customer context was split across our CRM, support tool, call recording platform, and internal chat, and everyone was stitching their own version of the story together in their head. That meant I was constantly being pulled in to reconcile numbers, pull one-off reports, and answer "where does this account actually stand" from three different people asking three different ways. Now it's all in one place, tied back to the account, and everyone is looking at the same data. I've moved from being the person who reconciles data to the person who builds the systems that generate insight. That's a much better use of my time and a much bigger contribution to the business. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Natalie G.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Natalie G.") NG Natalie G. Eastern Med Resort H&S Mgr Mid-Market (51-1000 emp.) 7/16/2026 "Flexible Data Structure and Workflows That Keep CX Teams Aligned" 4.5/5 What do you like best about Planhat? It allows us to structure data in a way that fits each team member’s roles and goals, and it supports building workflows that stay aligned with our objectives and the customer priorities at the time. Review collected by and hosted on G2.com. What do you dislike about Planhat? The NPS and customer feedback options are a little limited for what we need right now, but I understand this is still being developed. I’m looking forward to being able to capture and include more of our customer sentiment activity through the platform. Review collected by and hosted on G2.com. What problems is Planhat solving and how is that benefiting you? Our CSM team and technical teams now have a single, data-insights and workflow-driven platform that allows us to focus on moving our customers through the lifecycle and driving meaningful value interactions that are scalable and repeatable for the solutions sold. We are a top-tier Cisco preferred partner, and that has allowed us to achieve the first audit success for CX Expert Certification in the world. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite ![Kateryna K.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Kateryna K.") KK Kateryna K. Customer Success Operations Manager Computer Software Small-Business (50 or fewer emp.) 6/25/2026 "A Game-Changer for CSMs with Powerful Automations" 4.5/5 What do you like best about Planhat? It’s been a real game changer for our CS team. The platform genuinely feels like it was built for CSMs from the start, rather than something adapted for them later. We get a clear, easy-to-navigate customer overview, along with customized views, dashboards, and advanced filters that make it simple to find exactly what we need. Onboarding support was also very strong. The AI steps let Planhat connect to our company-provided AI, which helps reduce Planhat’s AI credits cost, and that’s a big plus. With quick access to data and useful automations, our team has been able to make more money than before, and the ROI is clearly visible. At first, we were mainly looking for a system with comfortable customer portals. Planhat has those, and once we started onboarding, we realized we’d found something even better: a comfortable space for managers, too. Review collected by and hosted on G2.com. What do you dislike about Planhat? It still feels like it’s lacking integrations. There are plenty of tools out there that aren’t widely known yet but already offer better functionality, similar to what Planhat does. Hubspot is good overall, but we would really appreciate more native integrations - for example, with Fellow. The system performance is very good, but there are also some settings that can’t be changed and aren’t applicable to our company, so we end up having to create workarounds. Review collected by and hosted on G2.com. What problems is Planhat solving and how is that benefiting you? We used to struggle with having too many systems for different goals. It was hard to track billing data separately from customer activities and product activity, and the lack of visibility led to missed opportunities, unexpected churn, and unclear analytics. Now everything is visible in one place: issues are easy to spot, tasks can be assigned and tracked, and the reporting is already paying off for other teams as well, like Product and Marketing. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Justin G.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Justin G.") JG Justin G. Application Architect Expert Enterprise (\> 1000 emp.) 6/25/2026 "User-Friendly Interface with Customizable Views" 4.5/5 What do you like best about Planhat? The interface is very user-friendly and easy to navigate. The way the data is laid out makes sense, and I really like that each user can customize their view to focus on the information that’s most relevant to them. Review collected by and hosted on G2.com. What do you dislike about Planhat? We have a large number of data sets that don’t quite fit into the existing modules (assets). We’ve gotten creative by migrating data into different modules so we can use it for health scores and other dashboards, but the workaround feels a bit clunky. I wish there were a way to build additional modules without having to pay extra for them. Review collected by and hosted on G2.com. What problems is Planhat solving and how is that benefiting you? For years, our data was stored across various databases, Excel documents, and SharePoint sites. Bringing all of that information into one application through APIs has allowed our teams to access real-time insights, keep information more up to date, and collaborate in ways that weren’t possible before. The AI research has also helped our account teams gather market data and hand off accounts more smoothly and efficiently. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Joshua H.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Joshua H.") JH Joshua H. Director of Customer Success Small-Business (50 or fewer emp.) 6/23/2026 "Planhat Is Incredibly User-Friendly with Outstanding Support STRONGLY RECOMMEND" 5/5 What do you like best about Planhat? There are two things that stand out to me about Planhat. The first thing is the ease of use of the platform is amazing for someone who is not very "technical" like myself. Very user friendly. The second thing is the support you receive is EXACTLY what you would want from a company that works with CSM. Everyone is kind, knowledgeable, and approachable. This has been a HUGE add to us. Our CSM is the best. Our AE was the best. Our support interactions (which have been limited due to quality of the platform) has been the best. Just highly recommend. Review collected by and hosted on G2.com. What do you dislike about Planhat? I can sincerely say I have not encountered anything I do not like within Planhat. Again, the integrations were easy. The people are great. Literally no negatives. Review collected by and hosted on G2.com. What problems is Planhat solving and how is that benefiting you? Our biggest use case for Planhat is risk and churn mitigation and also identifying upsell opportunity. Thanks to Planhat we have been able to go on the "offensive" with our clients and proactively diagnose them before they are unhealthy and also find those low hanging fruits for upsells. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Bobbi Jo D.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Bobbi Jo D.") BD Bobbi Jo D. Manager, Customer Success Strategy Mid-Market (51-1000 emp.) 10/21/2025 "Intuitive, Connected, and Built for CS Teams Who Want to Win" 5/5 What do you like best about Planhat? Planhat is incredibly intuitive and easy to use. It allows our team to seamlessly integrate with other key systems like HubSpot, Pendo, and Freshdesk, creating a connected ecosystem that saves time and reduces manual work. As a CS leader, I love how easily I can streamline workflows, build accountability across the team, and gain quick visibility into the metrics that matter. Our CSM and TAM have also been fantastic — super responsive, knowledgeable, and proactive in helping us get the most out of the platform. Review collected by and hosted on G2.com. What do you dislike about Planhat? There’s very little to dislike about Planhat, but a few areas could be stronger. It would be great to have a more robust way to bring in revenue for organizations like ours that manage multiple products and product lines. Building presentations and content from scratch can be time-consuming and could be more intuitive. It would also help to make segmentation and tiering easier to work with for more dynamic customer management. Despite these few things, Planhat continues to evolve and deliver value to our CS organization. It simplifies our day-to-day work, keeps teams aligned, and provides clear visibility into customer health and performance Review collected by and hosted on G2.com. What problems is Planhat solving and how is that benefiting you? Planhat helps our Customer Success team stay organized, proactive, and aligned across multiple systems. With its seamless integrations into platforms like HubSpot, Pendo, and Freshdesk, we’re able to centralize customer data and easily track engagement, usage, and revenue across multiple product lines. It also allows us to build automated customer journeys that drive platform adoption and help us deliver more consistent, personalized experiences at scale. By streamlining workflows and creating accountability within our team, Planhat gives us better visibility into customer health, makes our processes more efficient, and ultimately helps us deliver more value to our customers. Review collected by and hosted on G2.com. Show More 6/23/2026 Current UserValidated ReviewerIncentivizedSource: Seller invite ![Verified User in Computer Software](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Computer Software") AC Verified User in Computer Software Enterprise (\> 1000 emp.) 8/1/2026 "Powerful Platform, Incredible Onboarding, a True Game-Changer for Journey Mapping" 5/5 What do you like best about Planhat? Onboarding and Support at Planhat is out of this world. Their professional services team is phenomenal and the best in the business. They are trained in change management which for us, was something we desperately needed. Our project manager walked us through the process, helped us create a project plan, identify critical milestones, and provided us with the necessary tools and resources to successfully implement Planhat. We felt supported all the way through and even implemented some of the practices we learned in our own team. Our TAM was equally amazing in helping us understand what to do or what we would need from a technical perspective, brainstormed with us solutions for some challenging problems, and provided guidance or feedback if our solutions could potentially cause issues long term. The support team is fantastic and reliable. They respond promptly, are quick to resolve your issue if they can and have the resources to do and will escalate it to the proper channels if needed. They also make sure to keep you updated so you're not left in the dark on your issue. The UI/UX is very clean and slick. Although we have a lot of data in the platform, users are not immediately overwhelmed by all of it. The ability to customize views for users has had a huge impact on how our teams operate. We've been able to create technical views that cater more towards our TAM team and how they operate which has allowed us to surface risk related to the product (license issues, tenant issues, etc.). This has allowed us to surface risk sooner and improved collaboration across our product and engineering teams. This has also resulted in broader interest in Planhat across the business, more teams are not only wanting access to the tool, but they're also wanting to know how they can incorporate it into their tools and processes. Flexible automations have also drastically improved our day-to-day operating rhythm. The ability to use branches, include AI or a function has allowed us to implement complex automations for data issues we struggled to address. An example is account level product segmentation. This used to be a manual effort by our CS Ops team which resulted in missed or outdated data. We also weren't able to account for various nuances. With automations (and the help of the product catalog), we were able to implement a solution that not only updated the account level product segment, but also created a text list of current products without including child-level products, tagged our accounts with specific values, updated key data on the asset level, and captured duplicate external Ids (to avoid erroring out). We also leveraged automations and AI to generate a slide deck for our escalation process. This resulted in about an 87% reduction in time spent on manual/admin work for our CSMs and created consistency in the process that we didn't have before. Planhat has a robust catalog of platforms they integrate with which has been a huge win for us. And they're consistently expanding it! For the most part, integrations are very easy to set up and manage. Any challenges typically come from internal processes or blockers. They also provide great documentation on each integration, how to set them up, the requirements needed, and how to troubleshoot if you run into issues. We've connected to Salesforce, Pendo, Hubspot, BigQuery, Jira, Gong, and Outlook. For us, BigQuery is unique because we used an API connection instead of the out-of-the-box integration. However, it was very easy for our business partner to set it up with the documentation. Gong is currently set up via an API and is primarily done by your TAM. This is another that is also pretty easy to setup on both sides. Once it's activated, there is quite a bit you can do with it which I was surprised by. We have been able to sync over the AI generated meeting summary, metrics, and transcript all of which the team has found a lot of value in. I've noticed an improvement in the overall performance of Planhat. Our number of accounts has grown, so the load on the system is significantly higher, especially with the number of automations and AI we're running. Planhat handles it well! We have not experienced errors, page freezes, or crashes. On initial login, there is a little bit of a delay, but it's not enough to negatively impact users or their ability to use the tool. Another thing worth mentioning is their dashboards and presentation templates. Our team tends to like to put a lot of tables and charts in their dashboards and presentations. I would anticipate this causing some performance issues, but that has not been the case. Despite our dashboards/presentations having a lot of data and content, they perform very well. Users are able to scroll through without having to wait for data to load. They can also click on charts and widgets and have the corresponding report popup without issue. For presentations, there is sometimes that initial lag when you first open it, but again, it's nothing that negatively impacts users or the ability to use the tool. All in all, we are definitely getting our money's worth with Planhat. The tool is powerful and there is so much more left to do with it. Review collected by and hosted on G2.com. What do you dislike about Planhat? Planhat has a lot of out-of-the box fields which are great. However, most of them can't be edited to fit your business or use case. An example would be the customer status field on the account. It is primarily driven by the revenue module. However, depending on how your business decides to manage/recognize revenue and active vs inactive customers, this may not work. It would be nice to be able to edit the values and sync this to the primary status field we use in Salesforce, so data aligns across both systems. There is always the option to create a custom field which is what we have done, but we would prefer to utilize what's available first, then create custom fields for what doesn't exist. The lack of customization in the revenue module is a pain point for us. I think they have made some great improvements with this recently that should definitely get some recognition. One thing that's still lacking is the ability to customize or edit the system reports and how ARR is calculated in general. Renewal Rate reports don't allow you to change the columns that are visible, so the owner column isn't helpful because we don't use that field. It also doesn't let you choose the structure of the report. Our team would rather see Account, Deal, then line item rather than just Account and Line item. When it comes to how the reports calculate, you now have the option to choose your own custom date and ARR fields and if you want to include closed, won, or both deals. However, if you want to include both closed and open deals, you can choose to use ARR fields from either the Deal or Line-Item object for Open deals, and only ARR fields from the Line-Item object for closed Won. Since we don't operate based on line-items, this creates calculation issues for us, so we have to adjust how we choose to forecast. The system reports are great and extremely helpful, but we do have to create some workarounds to account for some of these challenges. Lastly, combining Notes with the Task and Conversation objects is a surprising pain point for users. To clarify, this does not mean they can't use the tool or that it directly impacts how they work. It's more of an intuitive approach to how they interact with the tool. A common piece of feedback I get back is "can we separate notes from everything else?". Users want a dedicated object for notetaking, so they know where to go to find or log their notes. It is something we have tried to remedy in our own way by creating a custom page or table that shows notes, but users seem to want more than that. With the great AI and document features Planhat has, a separate object for notes could be very powerful and extremely beneficial to users. Review collected by and hosted on G2.com. What problems is Planhat solving and how is that benefiting you? Planhat is helping us solve several key problems: Visibility into customer health and pipeline: We've built out dashboard infrastructure — including customer analytics, renewal and churn forecasting, product usage, and an advocate tracker — to give teams consistent, real-time visibility into account status, potential risk, and opportunities for expansion. Standardizing processes across teams: We've designed a robust, end-to-end customer journey process using workflows, automations, and AI which have streamlined the CS operating rhythm globally. This has improved customer engagement and sentiment, data integrity, and provided insights to leadership on key challenges within the business. Reducing manual work through automation: New automations and integrations (e.g., our Planhat–Gong integration) cut down on manual data entry and help surface insights from customer conversations directly in the platform. Automations and AI also helped us surface and segment our data in ways we were able to do before, such as product segment, which drastically reduced the manual workload on CS OPs. Enabling better cross-functional collaboration: Ongoing enablement and training (e.g., time-tracking training for ETAMs) help teams actually adopt and use the platform effectively, rather than treating it as a system of record nobody touches. We struggled with users really using the tool which in turn, resulted in poor data quality and poor collaboration. Improved processes and training increased adoption which then encouraged users to to engage more business partners with tool. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite ## Questions about Planhat? Ask real users or explore answers from the community Get practical answers, real workflows, and honest pros and cons from the G2 community or share your insights. [ Ask about Planhat ](https://www.g2.com/products/planhat/discussions/new) GU Guest User What is Planhat used for? 0 Upvotes 0 [ Join the conversation ](https://www.g2.com/discussions/what-is-planhat-used-for) MD Martha Damopoulou • Last activity over 4 years ago It shouldbe good if we can export the changes etc on Playbooks or have a clear idea on NPS score expectations. 1 Upvote 1 [ Join the conversation ](https://www.g2.com/discussions/it-shouldbe-good-if-we-can-export-the-changes-etc-on-playbooks-or-have-a-clear-idea-on-nps-score-expectations) [ View all Discussions ](https://www.g2.com/products/planhat/discuss) ## Pricing Insights Averages based on real user reviews. ### Time to Implement 3 months ### Return on Investment 11 months ### Average Discount 9% ### Perceived Cost $$$$$ [ View More Pricing Information ](https://www.g2.com/products/planhat/pricing) ## How much does Planhat cost? Data powered by [BetterCloud](https://www.bettercloud.com). Estimated Price ### $$k - $$k Per Year Based on data from 4 purchases. 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