Planhat Reviews & Product Details

What I like the most about Planhat is that everything's placed in the right spot for me to understand and have a good reminder of what I need to do in my daily activities.

Everything's clear, everything looks good and everything is really easy to understand with such a good-looking dashboard as Planhat's. Review collected by and hosted on G2.com.

I think what I dislike the most is not having permission of making some changes that would help me even more in my experience using the platform, but I guess that's not related to planhat itself but more related to the person and permissions given from my organization's manager. Review collected by and hosted on G2.com.

We came to Planhat from a competitor and are not regretting our choice:

- Their API is very complete and allows a lot of flexibility in building your own integration

- The Account 360 is really helpful for everyone on the team to understand what's been going on for a specific account

- The customer intelligence / health score / dashboards are intuitive and easy to build Review collected by and hosted on G2.com.

Nothing major—mostly compounding paper cuts:

- The Snowflake integration could be more flexible

- The UX differs between different features, leading to an uneven experience

- A few unexpected quirks here and there

- Lack of cohesive product vision that seems to be on its way of being improved

- The filter Apply/Set for filter is very confusing and I can't believe it hasn't been addressed after 2 years Review collected by and hosted on G2.com.

I love the new and improved UI / UX interface. It compels you to lean in and explore your valuable data insights and I find that Planhat is best at taking every single data point and making it readily available and valuable. We can measure our impact, growth, performance and more with the available data points. It excels in how is presents the data and makes it readily available with reporting and dashboards that are easy to use and understand. Review collected by and hosted on G2.com.

Since the latest UX / UI updates, I feel that the workflows are easier to use and its less "overwhelming". Its all usable data but sometimes it can just be challenging to give all of the data a spot for action. Review collected by and hosted on G2.com.

I really love how the platform can pull in tons of information. I love being able to score and organize all my accounts as well as being an account manager. The ability to filter through different information is a great way to build out lists and organize accounts. Review collected by and hosted on G2.com.

I wouldn't consider it a dislike, but it is a difficult learning curve. My biggest pain point is that when I go to my "workflows". I don't have a way to add custom columns for simple things like "Notes." All information has to be a preset field in the company accounts. Review collected by and hosted on G2.com.

- The visual element and the way data is presented

- Ease of adding notes and plans to a particular client

- Full visibility over all clients and other team members' notes

- Integrates nicely with other tools

- Well built out help centre and Intercom system Review collected by and hosted on G2.com.

- Difficult to get the hang of initially

- Filtering can be difficult on the data view, particulary saving your preferred view

- The calendar/ task planning feature is not the most intuitive Review collected by and hosted on G2.com.

En réalité, je conseille souvent Planhat à mes pairs dans Customer Success Ops. Je trouve que par rapport aux autres outils similaires, Planhat allie bien une expérience utilisateur fluide avec un reporting puissant et des capacités d'intégration et de personnalisation robustes. Review collected by and hosted on G2.com.

Le point le plus faible de la solution est le portail ou le module customer-facing. Review collected by and hosted on G2.com.

Planhat has been a great new partner in our CS journey. The support and genuine care for our success stand out the most. Our CSM is always there to help us achieve our goals, and our TAM consistently finds solutions—even as we navigate a fairly complex setup across teams and features.

One of my favorite things is the in-product chat, which connects me directly to support. As a new admin, I use it a lot, and it makes troubleshooting so much easier. The AI bot is also super helpful for answering quick product questions. While the documentation doesn’t always cover everything I need, the chat function more than makes up for it.

I also really like the Portal feature—excited to see it fully rolled out on our side! Another standout is Planhat’s automation capabilities. The flexibility is incredible—you’d have to try really hard to find something that can’t be automated or achieved with a formula field. It’s a huge time-saver and makes complex setups much more scalable.

I’m really looking forward to Planhat 2.0 and advancing our setups! Review collected by and hosted on G2.com.

We’re still new to the platform, so it’s a bit early to provide fully constructive feedback. That said, our CSMs have faced some challenges getting used to Planhat—it takes time to learn how to navigate and make full use of its features. This is something we’re still working on. Review collected by and hosted on G2.com.

- 360° view of our clients – A huge time saver, giving us instant access to key data

- Agility, autonomy, and guidance – Planhat covers 99% of our needs. The admin interface is simple enough that we never need a developer’s help. For more complex use cases, we either find a workaround or get instant guidance from their team

- Ability to manage all our client tiers with this CSP (from tech to high touch)

- Powerful automation and alerting – Keeping us proactive and efficient

- It really helps us forecast risks, set action plans, and track opportunities with precision.

- Smooth user experience – The platform is intuitive and easy to navigate, making adoption effortless for both admins and occasional users. Indeed Leadership, Customer Support, Product, and other teams can easily access client insights without being daily users

- Responsive and supportive customer service – Whenever we need assistance, the support team is quick to respond and provides clear, actionable guidance. Review collected by and hosted on G2.com.

- The Contacts (end users of your customers) management is quite difficult when you have Parent and Child accounts, very simple if you only have parent accounts

- Portal looks pretty outdated

- The success plans unit is not suited for tech touch customers Review collected by and hosted on G2.com.

- Ease of use

- Help to process the customers onboardings & adoptions in a quiet simple & accessible way

- Planhat customer sucess & technical account managers availability

- Very powerul once the data is injected in the tool

- Sales CRM sync (HubSpot)

- European tool Review collected by and hosted on G2.com.

- Customer supports 1st answer on the chat, for complex question are often partially wrong. They could ask more questions if the request isn't clear enough for them before to answer.

- Some UI as admin are not convenient (manage all your automations, or all data fields), but I guess it will be improved on the new Planhat version coming soon! Review collected by and hosted on G2.com.

Planhat stands out for its intuitive and user-friendly interface, which makes it easy to visualize and manage customer success workflows. I really appreciate the customizable dashboards that allow my team to track KPIs and customer health scores in real-time. The platform's robust integration capabilities with tools like HubSpot and Salesforce streamline our processes and eliminate manual data entry. Overall, it has significantly improved our ability to retain customers and identify upselling opportunities. Review collected by and hosted on G2.com.

While Planhat offers a great range of features, I believe its reporting capabilities could be more flexible. For example, creating custom reports can sometimes feel restrictive, and adding more advanced filtering options would make the platform even more powerful. Additionally, some integrations require extra setup time, which can slow down the onboarding process for new users. Modifyng the Overview page would be great. Review collected by and hosted on G2.com.