Planhat Reviews & Product Details

Planhat consolidates data from multiple systems such as your CRM, Product Usage, Support, Billing and Analytics Tools into a single platform so that your team has a 360° view of each customer. This eliminates data silos and gives full context for each account. Review collected by and hosted on G2.com.

My main feedback would be in relation to training of the platform itself. The platform allows for so much flexibility that it can become overwhelming pretty quickly. Regular check in with a CS or AM would help to alleviate that in my opinion. Review collected by and hosted on G2.com.

I like the low detailed level, granular RBAC of Planhat. It allows us to configure it in a way that shows each person and each team what they need to see without cluttering their workspace. We can tailor custom views for different roles like CSMs and CSEs, ensuring they only see content relevant to them. This flexibility also lets us build sections for specific projects or leadership needs. Additionally, I found the Planhat implementation team very helpful, present, and communicative, which contributed to a smooth setup. Review collected by and hosted on G2.com.

We're still just two months into it, so we're wrapping up implementation right now. But there have recently been some frustrations around the data integration. There are a couple of situations that we haven't been able to figure out, like fields being overwritten or figuring out how to set up the permissions of our integration user that have made us spend more time on getting that set up than we would have liked. Review collected by and hosted on G2.com.

i think the way we're leveraging it today leaves lots of room for improvement and has lots of potential for helping our account managers and CSMs. I like that in the new UI there are new features that allow us to put in onboarding materials to help new users to planhat ramp up. I use Planhat everyday (as an admin). I frequently contact customer support - i feel like Fin has gotten better since the beginning of the year. I feel like the new UI is easier to use than the old one and definitely looks a lot cleaner. Review collected by and hosted on G2.com.

reporting functionality in tables seems limited - would love to be able to sum fields that are values on a list of records, to move columns around in a table by drag and drop. I use the customer support functionality quite frequently and though the support i get is spot on - i feel as though as the year has progressed its taking longer to get back to me. Review collected by and hosted on G2.com.

I use Planhat to store, review, and analyze customer data as well as my team's performance. Planhat enables me to locate key information very quickly and allows me to create dashboards and tables to segment specific data. The dashboards can be set up in minutes, which saves me a huge amount of time compared to managing multiple spreadsheets. I like the ease of use; it's intuitive, user-friendly, and easy to navigate. I love that I can create my own area to review my team's performance and key metrics on our enterprise customers. I appreciate having accessible and customizable dashboards that let me instantly report on progress and trends, and make quick decisions on customer engagement. Review collected by and hosted on G2.com.

Nothing Review collected by and hosted on G2.com.

I find Planhat clear and appreciate the good reports that are helpful for our internal processes. The flexible fields are practical because we can store specific information for our business and display and compare them in reports, which is particularly useful since we have over 1,000 customers. I also like the better overviews and the AI integration compared to our previous tool. Review collected by and hosted on G2.com.

There are still problems with the syncs, and things need to be added manually, and fields are not synced uniformly. Review collected by and hosted on G2.com.

Since my first review, my use of Planhat has only grown. It has become a key part of how I organize my work, monitor customer activity, and stay proactive as a CSM. I now use it so regularly that I’m seen as the Planhat expert within our team. The platform is powerful, and the support team continues to be reliable, responsive, and easy to work with. Review collected by and hosted on G2.com.

One improvement I’d love to see is more ready-to-use, cloneable templates (health dashboards, QBR decks, success plan structures, workflows). The product already offers great guidance through learning resources, but having a library of best-practice templates I can duplicate in seconds would make rollout and scaling even faster. Review collected by and hosted on G2.com.

It's a great tool, with a lot of configuration potential to allow it to complement and enhance existing processes.

The ability to trigger automations based on the information entered or at key moments of a customer's journey really helps to ensure data integrity and process adherence. We have built a number of dashboards which can provide the team with insights into their customers, their health and activities that have taken place. We like that there are also a number of integrations available, which we are able to utilise. Review collected by and hosted on G2.com.

Same as before. The reporting could be easier to use with the ability to mix and match data across different Planhat objects and visualise in different ways. The new UI is certainly different, but there seem to be some areas where you now need to duplicate pages/dashboards into different "sections". Although this can make sense, it does mean that changes to the dashboards and pages now need to be made in multiple places. It would be a lot easier if the page/dashboards were not a duplicate/copy of an original, and instead a view of the original with the relevent filterting applied. Review collected by and hosted on G2.com.

Planhat supports advanced filtering, wide range if charts or widgets and also helps in visualization of data in a system

The platform pulls all primary data related functions like kanban boards, data tables, docs and others in a single directory or dashboard

Tasks and workflows are fully recorded by the app, and strong automation established to facilitate custom connections and enhances email communication.

The platform contains smart features that are AI supported, and they include ML supported anomaly detection and powerful writing assistant

The program focuses on all activities that entails customer engagement, onboarding process, payments and others Review collected by and hosted on G2.com.

We encounter some integration complexities, more so with data platforms, which affects the accuracy of any insights or analysis

Some inconsistencies and inaccuracies are experienced, more so when dealing with big datasets that needs processing Review collected by and hosted on G2.com.

I like the fact that we can build customized dashboards, which allows us to have a visual and track the client portfolio with the different risks, opportunities, appointments, and client relationships. It's very useful to have quick access to all our clients' data and to be able to send automatic communications. Review collected by and hosted on G2.com.

I find that the new interface is not very intuitive and can be a bit difficult to understand compared to the old interface, which was much clearer visually. However, the new interface is better organized and can be arranged as one wishes, but I think it's a matter of getting used to it. Review collected by and hosted on G2.com.

Their customer success and technical support teams have been consistently responsive and helpful. The customer portal stands out as the most impactful feature, allowing us to enhance our collaboration with customers, especially during onboarding and success management. As a CS Ops team, Planhat has made it straightforward for us to implement new processes, organize customer information, and manage CS efficiencies thanks to the intuitive use of fields, formula fields, workflows, and automations. We are looking forward to the upcoming AI improvements. Our teams are in Planhat on a daily basis and rely on it to track customer information. We are also excited to use the Objectives module to track customer outcomes. Review collected by and hosted on G2.com.

We are eager to see enhanced cross-table referencing capabilities for reporting, as well as the ability to assign tasks to managers or account owners regardless of account ownership. Additionally, the page loading times in the latest version of Planhat could be significantly improved. Review collected by and hosted on G2.com.