# Planhat Reviews **Vendor:** Planhat **Category:** [Customer Success Software](https://www.g2.com/categories/customer-success) **Average Rating:** 4.5/5.0 **Total Reviews:** 926 ## About Planhat Planhat is a customer platform that provides software and services to help organizations grow lifelong customers. Our platform powers sales, service and customer success products that scale with our customers’ needs all the way from startup to household name and beyond. Each day worldwide, over 2.6 million customers are attracted, engaged and delighted with our intuitive yet flexible system of action. The Planhat platform empowers everyone in your organization to consolidate, analyze and act on all your data, becoming more customer-centric and data-driven than ever before. From rolling out autonomous transport systems to distributing new medicines, we’re proud to help make our customers better at what they do best. Alongside our customers, we’re building at the forefront of healthcare & life sciences, finance, connected business, and more. And we need curious, daring minds to help us. ## Planhat Pros & Cons **What users like:** - Users find Planhat to have a **remarkably easy-to-use interface** , enhancing overall adoption and team integration. (215 reviews) - Users commend Planhat's **outstanding customer support** , praising the team's investment in their success and comprehensive guidance. (155 reviews) - Users value the **customizability** of Planhat, enabling tailored solutions for effective data management and reporting. (106 reviews) - Users value the **automation efficiency** of Planhat, facilitating streamlined processes and enhanced productivity through automatic workflows. (103 reviews) - Users love the **wide range of capabilities** in Planhat, enhancing their account management and reporting efficiency. (103 reviews) - Users commend Planhat for its **efficiency** , streamlining post-sales activities and automating workflows to save time. (98 reviews) - Automation (96 reviews) - Integrations (94 reviews) - Users value the **smooth implementation and supportive customer service** from Planhat, enhancing task management and project tracking. (94 reviews) - Insights (81 reviews) **What users dislike:** - Users note a **steep learning curve** when navigating Planhat, requiring time to fully grasp its complex capabilities. (113 reviews) - Users find the **complexity** of Planhat overwhelming, especially during onboarding and while navigating customization options. (78 reviews) - Users note a **steep learning curve** at first, though support helps ease the transition to an intuitive experience. (62 reviews) - Users experience **integration issues** that complicate setup and require ongoing management for data accuracy. (58 reviews) - Users find the **formula fields restrictive** , desiring better flexibility and automation for a smoother experience. (56 reviews) - Users note that the **missing features** in Planhat complicate setup, slow performance, and hinder effective use. (54 reviews) - Limited Functionality (52 reviews) - Difficult Learning (42 reviews) - Limited Features (42 reviews) - Limited Customization (40 reviews) ## Planhat Reviews ### 1. Amazing CSP for Agile teams **Rating:** 5.0/5.0 stars **Reviewed by:** Mélanie C. | Global Customer Success Director, Mid-Market (51-1000 emp.) **Reviewed Date:** February 11, 2025 **What do you like best about Planhat?** - 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. **What do you dislike about Planhat?** - 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 **What problems is Planhat solving and how is that benefiting you?** Planhat helps us gain full visibility on our clients with a 360° view, ensuring data accuracy and seamless access for all teams. By automating processes, communications, alerts, it increases Customer Success efficiency, allowing us to be more proactive and strategic. Ultimately, it helps us be more value-driven in our client relationships, focusing on both risk mitigation and growth opportunities. ### 2. Great platform and experience **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Individual & Family Services | Small-Business (50 or fewer emp.) **Reviewed Date:** June 17, 2024 **What do you like best about Planhat?** I've gotten used to the updated version of Planhat! It makes it very easy to centralize company information all in one place. We are slowly building out our company documentation that we used to house in notion. **What do you dislike about Planhat?** To have the customer portal built in Planhat 2. That is the only functionality that is missing for us. **What problems is Planhat solving and how is that benefiting you?** Centralized hub for customer information that is visible across all members of the organization ### 3. The customer experience CRM your need **Rating:** 4.5/5.0 stars **Reviewed by:** Guillaume L. | Head of operations, Mid-Market (51-1000 emp.) **Reviewed Date:** November 25, 2024 **What do you like best about Planhat?** - 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 **What do you dislike about Planhat?** - 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! **What problems is Planhat solving and how is that benefiting you?** - Customers portfolio health visibility - Customers portfolio workload repartition among our customer experience team - Centralize all data about customers (activities, app usage, revenu, firmographic data, etc.) - Support & enhance onboarding and customer sucess process between our cx team and our customers ### 4. very satisfying to use planhat **Rating:** 4.5/5.0 stars **Reviewed by:** Benjamin K. | Operations Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** November 21, 2024 **What do you like best about Planhat?** 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. **What do you dislike about Planhat?** 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. **What problems is Planhat solving and how is that benefiting you?** Planhat helps us solve the challenge of consolidating customer data across multiple platforms, providing a single source of truth for our customer success team. By automating workflows and offering actionable insights through real-time dashboards, it has enabled us to reduce churn, enhance customer satisfaction, and uncover growth opportunities through better upselling strategies. This has had a direct impact on improving both customer retention and overall revenue growth. ### 5. Highly Recommend Planhat for CS and Product Support **Rating:** 4.5/5.0 stars **Reviewed by:** Rocky R. | Sr. Operations Engineer, Mid-Market (51-1000 emp.) **Reviewed Date:** November 19, 2024 **What do you like best about Planhat?** Planhat has been a game-changer for our product support operations. The exceptional product support makes it easy to implement workflows for customer onboarding directly within the platform. The Customer Portals are invaluable for tracking onboarding objectives with customers, keeping everyone aligned. Its robust automation capabilities allow us to create a wide range of alerts based on real-time data, ensuring we never miss critical updates. For customer success, Planhat excels in tracking renewals, licensing information, and providing timely alerts to stay ahead of potential risks. The reporting features are comprehensive, giving us deep insights into both customer health and team performance. It's an all-in-one solution that simplifies complex processes and enhances overall efficiency. **What do you dislike about Planhat?** While Planhat is a fantastic platform, there are a few areas for improvement. There's no native time tracking feature, which would be a helpful addition. The automation builder, while powerful, can sometimes be challenging to use as it requires familiarity with field naming conventions. Additionally, the inability to add a vanity link to customer portals limits some customization options. That said, I appreciate that the team is actively tracking these issues and appears committed to addressing them in the future. **What problems is Planhat solving and how is that benefiting you?** Planhat is solving the problem of efficiently managing customer success processes, ensuring smooth customer onboarding, and enhancing proactive engagement with clients. By providing tools like workflows for onboarding, customer portals for objective tracking, and robust automation, it helps businesses stay on top of customer needs. It also streamlines the tracking of renewals, licensing information, and customer health through comprehensive reporting and actionable insights. ### 6. A lot of potential **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Hospitality | Small-Business (50 or fewer emp.) **Reviewed Date:** August 08, 2025 **What do you like best about Planhat?** Clean UX/UI, great functionality and potential, less clunky than Gainsight and easier to set up, less places to have to bounce between. GREAT support team. **What do you dislike about Planhat?** It can be buggy, limitations of some charts, must know JSON to make metrics. **What problems is Planhat solving and how is that benefiting you?** Great for bulk updates for accounts and I love the license structure and it's flexibility. Classic CRM for us. ### 7. A good tool for Customer Success Management **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** June 24, 2025 **What do you like best about Planhat?** Easy to use. It provides the details of the clients in a very user friendly way and intuitive. Point of click features and functionality is thebest thing available on the tool and adding users is super easy. **What do you dislike about Planhat?** Seamless integration is not there. Had to create multiple fileds to get the right information on the tool. **What problems is Planhat solving and how is that benefiting you?** Getting a 360 degree vuew of the customer which makes the CSM's life easy and can work with the customer based on the data/insights available. ### 8. Empowering, Intuitive Product with an Exceptional Team Behind It **Rating:** 5.0/5.0 stars **Reviewed by:** Kate G. | Vice President, Delivery Services, Small-Business (50 or fewer emp.) **Reviewed Date:** November 15, 2024 **What do you like best about Planhat?** Planhat is an outstanding product backed by one of the best teams in the industry. It's designed with the philosophy that managing a Customer Success Platform should be intuitive and not solely reliant on an admin to run. Planhat’s vision aligns perfectly with the market’s direction, focusing on building systems that empower entire organizations, not just individual teams. Customer success should be a company-wide mission, and Planhat embodies this vision. The team is exceptional—not just knowledgeable in CS but practical and straightforward, avoiding buzzword-heavy theories. They’re tactical, technically skilled, and overall a pleasure to work with. **What do you dislike about Planhat?** Dislike is a strong word—there’s nothing I truly dislike. As with any product, there are areas for improvement, but what I value about Planhat is their commitment to problem-solving. If there’s a blocker to achieving an outcome, they’re fully invested in finding a solution and advocating for enhancements, all while staying true to their mission **What problems is Planhat solving and how is that benefiting you?** We use Planhat to streamline our onboarding experience, leveraging the portal extensively to manage communications and documentation throughout our customer onboarding projects. ### 9. Planhat ROI Speaks for Itself **Rating:** 5.0/5.0 stars **Reviewed by:** Whitney A. | Vice President of Customer Experience, Mid-Market (51-1000 emp.) **Reviewed Date:** November 14, 2024 **What do you like best about Planhat?** Planhat's usability, ease of customization, and seamless integration into our daily workflows has revolutionized our ability to scale and mature as a Customer Experience team. The added implementation support and exceptional customer experience make a partnership with Planhat an easy decision. **What do you dislike about Planhat?** There are some features, such as the Customer Portal, that have not yet reached their full functionality potential. I am eager for enhancements such as this one to be released as we have plans for how we want to utilize this feature that have been put on hold until the new release is live. **What problems is Planhat solving and how is that benefiting you?** Planhat is solving gaps in human resources and capacity, the scalability and maturity of internal operations, and the ability of customer success managers to have access to the data they need when they need it to be high impact players along the customer journey. By implementing Planhat, we have increased team efficiency (doubling portfolio capacity per CSM within the first 6 months). Additionally we have mitigated risks in the customer experience by integrating workflows within Planhat that ensure consistentcy and excellence in the customer experience that we provide across team memebers and customer touchpoints. Lastly, by imlementing Planhat, we have streamlined workflows; effectively freeing up CSM headspace from internal process focused to customer outcomes focused. Our CSMs now have the capacity and mental space to engage in strategic thinking to deliver a return on investment and create a competitive advantage with our customers. ### 10. Powerful, flexible, scalable CSM **Rating:** 4.0/5.0 stars **Reviewed by:** Kevin W. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** November 12, 2024 **What do you like best about Planhat?** What stands out the most is that it has been relatively easy to get our company up and running on Planhat. Our implimentation been supported along the way by a very capable team of CSMs and TPMs. They respond quickly to emails and make themselves available for calls whenver needed. Integrating with Salesforce, and Slack was a breeze, and Jira took a little more troubleshooting but is working great now. Since we aren't charged per-user, we expect lots of cross team collaboration and ultimately Planhat should become a critical bridge between otherwise siloed systems. **What do you dislike about Planhat?** Some integrations that were native to Gainsight are unsupported in Planhat will require a lot more work to get integrated. There are some helpful pre-built dashboards the require only a little configuration to get working, but pretty much everything else has to be developed manually. More pre-built templates for filters, dashboards, and even workflows would be super helpful. Also, a few times during our onboarding we've learned that certain features that we purchased hadn't been enabled yet, and I'm not sure why we had to ask to get those turned on. **What problems is Planhat solving and how is that benefiting you?** Managing customer lifecycle from post sales through customer success. Consolidating otherwise siloed customer data. Measuring customer health and tracking outcomes. Automating routine jobs. Analyzing customer data using dashboards. ### 11. Reinventing Customer Success through Feedback, Action and Innovation **Rating:** 5.0/5.0 stars **Reviewed by:** ShaRaya S. | Customer Experience Operations Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** November 12, 2024 **What do you like best about Planhat?** Flexibility, ease of use, customizations **What do you dislike about Planhat?** Moderate reporting and analytics features **What problems is Planhat solving and how is that benefiting you?** Planhat is helping us identify risk much earlier. With Planhat, we have been able to determine that customers who are identified as at risk 4 months or less prior to their renewal are most likely to churn and have very little room to save. This finding has redirected us in how we think about risk and churn, how we manage it, and what steps we take to manage a customer's risk. Planhat has also helped us refine and improve our SaaS migration process through the use of workflows and dashboards for data integrity. This has helped improve alignment across the business and improve communication across teams. Planhat has been crucial in helping us manage our data. With the flexibility and great support from the team, we have been able to utilize Planhat for various integrations and data analytics when other tools have not had the capacity or capability. As a business, it has expanded our data capabilities and helped streamline and maintain our data integrity. ### 12. One window solution for growing ideas and business **Rating:** 3.5/5.0 stars **Reviewed by:** Saad U. | Associate Consultant and Analyst, Small-Business (50 or fewer emp.) **Reviewed Date:** November 12, 2024 **What do you like best about Planhat?** - -Customer support and live chat feature renders greater flexibility and convenience -Central tool for data management and analysis -Possibility of integration with other tools e.g clockify. -Can be used by all team members and is helpful for day to day tasks **What do you dislike about Planhat?** - Limited widgets and tools for expanding on visualization - A somewhat difficult data model to reference different choice of metrices it in different widgets, limiting the ability to customize and visualize. - Some limiations in terms how sales metrics or numbers for each stage in the opportunities could be totalled and shown on top for each stage and commulative volume or sales etc. This is very helpful feature to have a quick glance at high level for management meetings and discussions - It would also be great if there could be more AI generated insights or suggested metrics based on the data which is being populated.I think could be really beneficial and quick for business owners in brainstorming. **What problems is Planhat solving and how is that benefiting you?** Its helping to culminate the services efforts required with the total output generated in terms of sales or revnue and helps in recording and racking all information on a single platform as the company central data management tool. ### 13. Amazing Team To Help Build Your CS Team **Rating:** 4.0/5.0 stars **Reviewed by:** Chris C. | Data Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** November 12, 2024 **What do you like best about Planhat?** The team behind the software. Every member of the the implementation team (in particular, Eric, Moa, Lauren, Andre and Bethany were superb. No question was too stupid to ask and for a complex setup like ours, they all were constantly looking to provide us the best solution that fit our technical and business needs. **What do you dislike about Planhat?** Some core functionality missing or not working as expected, in particular mandatory fields. Whilst Planhat has an option to make fields mandatory, it doesn't explicitly make it so. It's possible to still edit and miss "mandatory" fields which causes then implications on data quality, along with issues in our Salesforce integration where a bi-directional sync would fail due to the missing data **What problems is Planhat solving and how is that benefiting you?** Whilst we're yet to implement it, we can see how powerful the client portals will be, especially during onboarding. The ability to have projects and sequences setup, which compliment these portals, are really what we think will help us provide a smooth and consistent onboarding journey. Planhat has also brought some areas of data quality to the forefront where we've either been able to then further solidify processes or add automation to combat this. It's best feature and problem it solves though is that it brings all of our data sources together in one place. Integrating Salesforce, Gong, Intercom, our Data Lake into one area for our CSMs to use is really a game changer and will just continue to save the team time and stress. ### 14. A comprehensive tool that provides an overall, strategic, and customized view. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Public Relations and Communications | Small-Business (50 or fewer emp.) **Reviewed Date:** August 18, 2025 **What do you like best about Planhat?** Data is king: it is flexible, and the various customizable fields enable the extraction of relevant information for everyone, tailored to their role within the company. **What do you dislike about Planhat?** Nothing in particular, however, it does take time to master it. **What problems is Planhat solving and how is that benefiting you?** Planhat centralizes and customizes our data, making it easier to extract relevant insights for every team member based on their role. This improves our strategic decision-making, saves time, and ensures everyone has access to the information they need. We can follow our product usage, licence and revenue in one place ### 15. Powerful and Easy to use Customer Success tool! **Rating:** 5.0/5.0 stars **Reviewed by:** Klara J. | Customer Success Operations Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** November 11, 2024 **What do you like best about Planhat?** Planhat helps us act on data (customer data centralized in one place) and scale our ways of working, especially within post-sales processes. By doing this we can offer better service towards our customers throughout the whole life cycle and make sure we act on the right customer at the right time. It is very user friendly and easy to get the hang of! We also get stellar help from the Planhat CSM team but there is also a lot of good self-learn material available. **What do you dislike about Planhat?** There are some functionalities that can be develop further such as being able to chat with the customer within their customer portal. Also, there are some limitations in the Salesforce integration that requires you to adapt and built formula fields in Salesforce to get the data you want into Planhat. **What problems is Planhat solving and how is that benefiting you?** It helps us understand our customers and support them throughout the customer journey in a more scalable and data driven way maintaining a high service quality. That affects and helps us reach company critical KPIs such as Churn, NRR etc. ### 16. A lot of room for improvement **Rating:** 1.5/5.0 stars **Reviewed by:** Stefan K. | Senior Director Customer Success, Mid-Market (51-1000 emp.) **Reviewed Date:** June 11, 2025 **What do you like best about Planhat?** Seems to work for ICs and workflows in general, but not at all for me as a revenue leader **What do you dislike about Planhat?** Data objects and connections are not logical User experience is clunky Filtering on dashboards is misleading Disconnection of account, note and report Inability to drill into simple reports on dashboards Reactivity of supports Creators/Writers of conversations & notes are not tracked automatically **What problems is Planhat solving and how is that benefiting you?** Should help making data more accessible and workflows easier for CSMs, but CS support and general usability make that highly doubtful. ### 17. Unable to run CS without Planhat **Rating:** 5.0/5.0 stars **Reviewed by:** Danka B. | Head of Customer Success, Small-Business (50 or fewer emp.) **Reviewed Date:** November 08, 2024 **What do you like best about Planhat?** Planhat has genuinely enabled my entire team to level up their overall performance. Not just is tool that has helped us visualize our customer profiles, but we have been able to create actionable insights based on all the data that we are ingesting and our CSMs are now able to have a proactive mindset instead of just putting out fires. Planhat's support is also top-tier. The TAM, CSM, support staff have all been amazing and knowledgeable. I get so much more than just "support" from Planhat - they have been a strategic partner who challenges me and helps me get better. **What do you dislike about Planhat?** Dashboards are so valuable, but it would be great if Data Tables could be included in the Scheduled email feature - even if you add a limit to # of items. This would help me immensly with my CEO and getting him timely reporting. **What problems is Planhat solving and how is that benefiting you?** We have been unable to narrow down all of our complex contracts and licenses and get a good idea of when our renewal dates are, when to act etc. Onboarding has also been improved via the customer portal ### 18. The Power of Planhat **Rating:** 5.0/5.0 stars **Reviewed by:** Mackenzie B. | Sr Customer Success Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** November 08, 2024 **What do you like best about Planhat?** Some of my favorite things about Planhat are the workflows and how easy it is to collaborate with your clients on goals and to-do lists (love being able to assign a due date and checking things off). I am also a big fan of the Conversations feature so I can see how my teammates are replying to certain questions or get inspiration for how to approach certain subjects. **What do you dislike about Planhat?** Sometimes the number of features can be overwhelming and it does take a few weeks to figure out what features are most relevant to you and how to best incorporate them into your day - but really this is a good problem to have as it seems like there is a feature for just about anything! Additionally, I have difficulty formatting some of the Portal Pages and formatting notes in the Acvitity Log. It would be great to get more formatting features added in (Color Coding etc). **What problems is Planhat solving and how is that benefiting you?** Solves the problem of having a centralized place to keep track of accounts and share it easily with leadership/other colleagues etc. Also solves the problem of having a hub of information for Clients to collaborate on as well. ### 19. Valuable insights **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** October 10, 2025 **What do you like best about Planhat?** We have a clear overview of what's happening at our customers right now. It helps us being proactive and be in contact with the customer on time. **What do you dislike about Planhat?** There is a lot possible in Planhat. But because of that, It's not always very userfriendly. **What problems is Planhat solving and how is that benefiting you?** We had a very high churn rate. Because of Planhat the curn rate is significant lower. ### 20. Not easy to set up and understand **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** August 11, 2025 **What do you like best about Planhat?** I like you have everything in one place about a client **What do you dislike about Planhat?** Set up is complex and takes a lot of time. UI is not always very intuitive so often need to reach out to support **What problems is Planhat solving and how is that benefiting you?** saves time collecting all data is spreadsheets and easy to share and update client info ### 21. Wonderful experience overall! **Rating:** 4.5/5.0 stars **Reviewed by:** Kyle K. | Director, Customer Success, Mid-Market (51-1000 emp.) **Reviewed Date:** October 23, 2023 **What do you like best about Planhat?** What I like best about Planhat is the general ease of use. Once you have data flowing, it is very easy as a novice to go in and start setting up filters, playbooks, templates etc. The SFDC integratation is also very easy to get setup and running. The Customer Success team has been wonderful, always helpful! The CS org loves using the platform and has adopted it well thus far - making their lives easier and more efficient. **What do you dislike about Planhat?** I find that sometimes the support responses to questions take a bit of back and forth to get a point across and addressed. I usually loop in our CSM who is able to address it or help move things along. **What problems is Planhat solving and how is that benefiting you?** Centralzing data for the entire organization. Using that data in our customer journey and tacticlly for our CSM's, health, churn mitigation etc. Running playbooks NPS Slack integration ### 22. Great Tool, lots of flexibility **Rating:** 4.0/5.0 stars **Reviewed by:** peter k. | Sr Director of Growth, Mid-Market (51-1000 emp.) **Reviewed Date:** February 24, 2025 **What do you like best about Planhat?** I enjoy the fact that Planhat can connect with our back end system and automate a lot of customer management. Field customizations and dynamic metrics with formulas are helpful. Also, that it connects with different integrations like Slack is great. **What do you dislike about Planhat?** It could be more user friendly. It is possible to add a lot of different fields and it gets really messy over time. Automations have always been very complex to set up. **What problems is Planhat solving and how is that benefiting you?** Being able to see quickly which customers need more attention and look up all communication with intercom and email integrations ### 23. User-Friendly and Configurable App with Powerful AI, but Needs Better Admin Import Tools **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** October 15, 2025 **What do you like best about Planhat?** The application is exceptionally user-friendly for CSM and AM teams. It's also highly configurable to meet your specific needs, and the recently launched AI features are both powerful and significant time-savers. **What do you dislike about Planhat?** I would like the ability for Admins of mass import/update records. **What problems is Planhat solving and how is that benefiting you?** Customer Success management ### 24. Planhat is a great CSM tool with a lot of possibilities that helps me in my daily work! **Rating:** 5.0/5.0 stars **Reviewed by:** Melody J. | CSM, Mid-Market (51-1000 emp.) **Reviewed Date:** November 03, 2022 **What do you like best about Planhat?** - The overview and how easy it is to filter - The possibility to customize it to our way of working - The help and support we get from Simon. I also like your helpdesk. **What do you dislike about Planhat?** I'd like a better solution for preview/testing the NPS before sending it out. **What problems is Planhat solving and how is that benefiting you?** It helps me gather data from many sources, so it saves me time and helps me to prioritize Reminds me of what's essential to take action day by day and when health scores drops. ### 25. Great All-In-One Platform **Rating:** 4.5/5.0 stars **Reviewed by:** Rachael L. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** September 30, 2024 **What do you like best about Planhat?** Our organization utilizes over 300 systems/platforms, and Planhat is, in my opinion, the best. As the title mentioned, Planhat is a great all-in-one platform for managing your book of business. I am able to send/receive emails, understand new opportunities, schedule needed tasks/activities, track MRR/ARR, understand my accounts' health, upload documents/attachments, and have visibility into customer contacts. As the Planhat team is truly collaborative in implementing requested personalization, there are many more benefits specific to my team and me. **What do you dislike about Planhat?** My only complaint is the difficulty surrounding the formatting of emails. Bullet points can be difficult to implement, and copying & pasting from other sources can cause issues, as adjusting the font to match from different sources doesn't always work well. **What problems is Planhat solving and how is that benefiting you?** In my previous role with ym cpmpany, I did not have access to Planhat and was relient on several systems/platforms for customer information and management. After moving to my current role in Customer Success and utilizing Planhat, I can safely say it has replaced nearly every system I was using prior to. ### 26. Planhat keeps me organized and on track, with tasks, automated workflows and customer insights. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Small-Business (50 or fewer emp.) **Reviewed Date:** August 15, 2025 **What do you like best about Planhat?** Good insights, organizing contacts/emails **What do you dislike about Planhat?** small glitches - ie. non responsive clicks **What problems is Planhat solving and how is that benefiting you?** Data tracking, insights, documentation - makes my job easier, can reference information/contacts, get insights into how customers are doing ### 27. Such a powerful tool! **Rating:** 5.0/5.0 stars **Reviewed by:** Raya A. | Operations Unit Project Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** March 03, 2025 **What do you like best about Planhat?** So many things stand out about PH; - It's very easy to use and navigate, with an extremely user-friendly interface - Our account manager Paulina, and the entire support team are nothing short of AMAZING - Endless powerful possibilities to understand, analyze, and segment your data and clients - Allows our customer success team to properly engage with their accounts **What do you dislike about Planhat?** Its built with the assumption that businesses operate on the concept of renewals, so most revenue-based calculations and modules are based on that. But not all businesses operate in the same manner and this leaves quite a gap in accurate revenue analysis. **What problems is Planhat solving and how is that benefiting you?** Better understanding of our data and client base ### 28. A robust solution that covers all of your GTM needs from prospecting through the customer lifecycle. **Rating:** 4.5/5.0 stars **Reviewed by:** Brian G. | Director of Account Management and Product Support, Mid-Market (51-1000 emp.) **Reviewed Date:** November 14, 2024 **What do you like best about Planhat?** I like that we have multiple Go-To-Market teams plugged into the solution and everyone is invested in the success of our customers. The fact that we can automate repetitive tasks, such as sending out regular check-ins, onboarding emails, or renewal reminders, frees up our customer success teams for more hands-on touches to our strategic accounts. **What do you dislike about Planhat?** Sometimes Planhat can be a bit daunting. Since it is such a robust solution there is so much you can do with the tool that you sometimes get a little overwhelmed and might not know where to start. **What problems is Planhat solving and how is that benefiting you?** We use Planhat for customer health scoring, churn prediction and prevention, account management and segmentation, automation and workflows, customer insights and reporting, onboarding and adoption tracking, and collaboration with other teams. ### 29. Excellent platform, even better customer service. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** October 02, 2025 **What do you like best about Planhat?** Ability to manage the overall customer experience and variety of touchpoints throughout their implementation and ongoing usage journey. Our support and customer success teams rely on Planhat to measure user adoption, use cases leveraged in our solution, activity and much more. **What do you dislike about Planhat?** We have not yet integrated Planhat with our other enterprise systems, which is being worked on but requires some effort. Not necessarily a Planhat limitation. **What problems is Planhat solving and how is that benefiting you?** User adoption and being able to track user journey, to ensure CSAT and increase upsell revenue. ### 30. A flexible platform that adapts to modern CS teams **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** October 02, 2025 **What do you like best about Planhat?** Planhat gives us the flexibility to structure our customer success process in a way that actually reflects how we work, instead of forcing us into rigid templates. The ability to create custom portals, objectives, and dashboards means our team can align directly with customer outcomes. The UI is clean, intuitive, and makes it easy for CSMs to engage with the data they need day-to-day. I also appreciate how quickly the team responds to feedback and continuously rolls out thoughtful improvements. **What do you dislike about Planhat?** I don’t have any real dislikes about Planhat. For us, it’s been more about learning how to take advantage of the flexibility the platform gives. The customization options are powerful, and once you align internally on how you want to structure things, it really pays off. The team is transparent about their roadmap and open to feedback, which makes the experience even stronger. **What problems is Planhat solving and how is that benefiting you?** Planhat helps us centralize customer data and translate it into actionable insights, which is critical for scaling customer success without losing visibility. It’s solving the challenge of aligning Product, CS, and Revenue teams around the same view of customer health and outcomes. By customizing dashboards, workflows, and portals, we’ve been able to track adoption, identify risks earlier, and drive more meaningful executive conversations with our customers. The benefit has been a clearer line of sight from customer engagement to renewal and expansion opportunities. ### 31. Fast and Easy Adoption **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** November 20, 2024 **What do you like best about Planhat?** Our team was excited about getting Planhat and started adopting it for efficiency gains in logging meeting notes, managing tasks, and sending emails right away. The initial training took just a few hours and the team was off and running. There is of course a learning curve, but we have been very pleased with the level of engagement, feedback, and adoption we have seen from the team and they proactively share tips and tricks with each other as they discover them and put them into practice each week. We are nearly six months out from our initial go-live and have a long list of efficiency gains in day-to-day tasks; improved tools, views, reporting, and processes to manage our books of business; and a Customer 360 View that we did not have before. We are looking forward to exploring additional functionality around Success Planning, Customer Portals, and automated triggers for expansion and risk alerts over the next few quarters. It's not unusual to hear the question, "Can we do that in Planhat?" in almost every leadership or planning meeting, and often the answer is, "yes, we can!" **What do you dislike about Planhat?** Many of our customers have multiple subscription agreements with different term dates, lengths, spend, and products. Planhat doesn't seem to manage this well, resulting in erroneous data around ARR, renewal dates, customer stage, and health. The GCalendar integration has also proven to be a bit challenging, with some updates overriding the activities in Planhat and others not, so we have had to rethink how we prep for meetings to ensure that the information isn't lost in the next update. We often have to choose between filtering data at the account level or at the opportunity level, but cannot do both, and we need to be able to do both in the same filter view. We have also hit several snags trying to bring data in from SFDC because of limitations in what we can bring over and how it would show up in Planhat. Our CSM and TAM have been great about helping us to troubleshoot, but some things we just haven't been able to solve for. **What problems is Planhat solving and how is that benefiting you?** Eliminate disparate systems and bring insight, efficiency and strategy to customer engagement ### 32. Excellent tool for customer success processes **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** November 14, 2024 **What do you like best about Planhat?** Planhat is an excellent tool for team management, customer management and overall customer success processes. What I especially like is how I can integrate so many different tools in one place to get an holistic overview of our customer base and its well-being. Me and my team uses Planhat on a daily base. I've worked with Planhat for almost 10 years and have appreciated the collaboration throughout this time as well as recommended it to new customers to Planhat. **What do you dislike about Planhat?** Smaller issues that can cause a lot of frustration such as: 1. Integrations break - often detected way too late 2. Overwhelming at times - I feel sometimes that Planhat should "settle" with CS processes and not go too broad in their offering. Too many nice-to-have while some need-to-have would require more attention from product development. **What problems is Planhat solving and how is that benefiting you?** Increased transparency of how our customer base is doing, what each CSM is doing and how we can better support both team members and customers. ### 33. A good product made great by the people involved. **Rating:** 4.5/5.0 stars **Reviewed by:** Diarmuid C. | Business Data Analyst, Enterprise (> 1000 emp.) **Reviewed Date:** November 14, 2024 **What do you like best about Planhat?** The people! The team at Planhat are helpful at every stage, often going much further than expected to help out with issues, some of which are on our end. Support, when needed, have been very helpful. They give great suggestions and help with our issues in a timely manner. The product for CSMs is really impressive, freeing up their time to care for our customers in the best manner they see fit. The development and roadmap is really exciting and I can't wait to see the improvements Planhat have on offer. The ability to onboard our cross-functional team is also very exciting. Planhat will add great value to our services and TAM teams. The tool integrates really well with all the big warehouses and systems, including Snowflake, Salesforce, and AWS. **What do you dislike about Planhat?** The initial load on admins is heavy. Alongside a steep learning curve, particularly on admins, this hindered implementation in the early stages. In the beginning we struggled to sync our large Snowflake database. This was due to data hygiene issues on our end and some technical details that Planhat hadn't quite worked out. The team swiftly fixed their issues and provided guidance to improve our data. Debugging of issues is much more difficult than it needs to be. Providing error logs would make the admin job much more straightforward. Formula fields and automations remain a tad buggy and are limited on a few counts. The chaining of formula fields results in delayed data syncs. Basic 'OR' logic in filters isn't supported. There is no native Unsubscribe option in Planhat's emails. This has resulted in us creating our own option, which has some flaws and may result in some missed users. **What problems is Planhat solving and how is that benefiting you?** Automating workflows for our CSMs. Data visualisation is really straightforward, allowing us to focus in on poor data hygiene and make the necessary steps to improve this. ### 34. The best customer success tool in the market! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** November 13, 2024 **What do you like best about Planhat?** All the essential features a Client Success Manager needs are conveniently located in one place! I appreciate how user-friendly, customizable, and versatile it is for filtering and finding exactly what you need. Our biggest challenge was maintaining transparency about clients across the organization, and PlanHat resolved this seamlessly. Not only that, but it has become an indispensable tool used daily by our entire team. The implementation was quick, and we can always rely on our CSM for prompt support, whether through a call or a quick email response. We wouldn’t be where we are today without her commitment, and PlanHat has only amplified our success. **What do you dislike about Planhat?** The platform may come with a slight learning curve due to its extensive capabilities. However, once you get the hang of it, navigating and using its features becomes seamless. **What problems is Planhat solving and how is that benefiting you?** Planhat is revolutionizing our approach to onboarding, client retention, and revenue tracking! We’re thrilled to have moved away from manual Excel sheets and now rely on Planhat as our single source of truth for everything we do. ### 35. A game changer for Customer Success teams **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** November 13, 2024 **What do you like best about Planhat?** Email module: - Being able to send emails directly from Planhat - Email templates to be created and implemented by the whole team, all inside the tool - As a manager, being able to track emails that have been sent by the team Data module: - The modularity of the tool, you can mix/match data as you wish - Having the possibility to create dashboard within the tool - Everything in one place, it is well thought Integrations: - Integrations with our ecosystem (Snowflake, Salesforce, Intercom) Support: - Monthly calls and check-ins with our CSM - Reactivity of the support team - The chatbot is a good one **What do you dislike about Planhat?** Sometimes I feel overwhelmed by the amount of information displayed, I wish it was a bit more "minimalistic" sometimes. I wish we had the opportunity to clean up inactive filters, folders, emails automatically. Sometimes the logic is lacking behind key features, e.g. you cannot change the CSM owner of an account and have this new person applied to all workflows, it requires a manual task that is time-consuming. **What problems is Planhat solving and how is that benefiting you?** Everything is in one place, you can manage the whole lifecycle of the customers, from onboarding to renewal and so forth. As a manager, I can track actions from my team and find the data easily. Overall, it's a tool that saves us some precious time! ### 36. Decent UI with some questionable data structuring **Rating:** 3.5/5.0 stars **Reviewed by:** Tommy D. | Senior Customer Experience Operations Analyst, Enterprise (> 1000 emp.) **Reviewed Date:** November 11, 2024 **What do you like best about Planhat?** Overall, Planhat is a fine product. It's easy to navigate and comes with a decent amount of customization options. **What do you dislike about Planhat?** It's some what difficult to get data into the system. You need to structure datasets in very specific ways. Filtering options for data being brought in from Salesforce are limited. Filtering options for bringing in data from a datawarehouse are non-existent and must defined in your external model. **What problems is Planhat solving and how is that benefiting you?** Planhat is giving our customer facing teams a central location to create Mutual Action Plans and set long term success criteria for each organization they support. It also is giving a centralized view of their Book of Business and the health of each account within it. ### 37. Comprehensive, Customizable, and Intuitive! **Rating:** 5.0/5.0 stars **Reviewed by:** Grace T. | Sr Manager, Strategic Client Development, Small-Business (50 or fewer emp.) **Reviewed Date:** November 12, 2024 **What do you like best about Planhat?** Customization: Planhat provides endless customization options, allowing teams to create workflows, dashboards, and reporting tailored specifically to their goals and metrics. Integration: Integrating with other tools is fairly seamless. The Gmail integration, data filtering, and insights tools keep all the information in one place. Team Collaboration: Planhat makes collaboration across teams easy and efficient, providing shared access to customer information, notes, and conversations. This keeps everyone aligned and helps break down silos between teams! **What do you dislike about Planhat?** While Planhat offers powerful customization options, there can be a learning curve when it comes to creating custom metrics and formula fields. However, Planhat’s customer support and chat feature is outstanding—they’re always quick to help us get the most out of the tool and guide us through advanced configurations. **What problems is Planhat solving and how is that benefiting you?** Planhat is helping us streamline and standardize our onboarding processes by automating and scaling communications and administrative tasks, making the experience more efficient and consistent. Additionally, it allows us to create a customized portal for our clients during onboarding, fostering a more collaborative and tailored experience. ### 38. It's being great! **Rating:** 5.0/5.0 stars **Reviewed by:** Thais S. | Data Analyst and CS Ops, Mid-Market (51-1000 emp.) **Reviewed Date:** November 11, 2024 **What do you like best about Planhat?** For me it was really easy to configure and start using Planhat. They recommend 2 months of onboarding and setting up the platform, but since we had a previous platform, we're able to integrate everything and start using in one month only. It has everything we need, and it's very customizable. It's being a great experience in daily usage, and I'm having a great experience with Tyler (who helped us setting up everything) and with Sabrina (our CS). **What do you dislike about Planhat?** Because it's everything so customizable, sometimes you have to work across multiple areas to set a workflow. **What problems is Planhat solving and how is that benefiting you?** We're getting a better view of our clients, and that's helping us to map churn and grow revenue. ### 39. Planhat brings everything into the Single Source of Truth **Rating:** 4.5/5.0 stars **Reviewed by:** Jordan F. | Sr. Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** August 27, 2024 **What do you like best about Planhat?** I find that the customizability of reports, workflows, and sequences really helpful to my workflow. As a Customer Success Manager, I'm in meetings for 3-4 hours a day, and to know what is happening and when it is happening is key to my success. Planhat makes it easy to digest, iterate, and share across teams exactly what is happening with the customer. **What do you dislike about Planhat?** I find the emails that are sent from Planhat difficult to use. The formatting is challenging and it never looks like it does in my inherent Gmail. **What problems is Planhat solving and how is that benefiting you?** Daily, Planhat helps me organize my day, and also organize tasks for clients. Beyond that, it remains our single source of truth for revenue and invoicing, customer conversations and much more. Additionally, our team didn't have great insights into the ideal customer journey, with many word documents, templates, and notion articles to source 'what do I need to do with my customer next?' Planhat solves that with their workflows and sequences, and allows Customer Success Managers like me to easily know what the next step is at any point in the client process. We're also leveraging Planhat for off track clients and alerting us of potential churn sooner rather than later. ### 40. Endless opportunities **Rating:** 4.5/5.0 stars **Reviewed by:** Morika G. | Director, Global Customer Success, Mid-Market (51-1000 emp.) **Reviewed Date:** February 28, 2024 **What do you like best about Planhat?** The data structures are generally flexible and allow you to integrate data from various sources and formats, even where native integrations do not exist I generally disagree with comments that the UI is not intuitive - it takes a week or two to get used to, but I find it generally easy to operate. There are some opportunities for the UI to be intuitive but I also know that a new UI is coing up any time now The depth and breadth of functionality is frankly very strong - it is rarely about whether Planhat can do something and a lot more about when YOU'll get the time to set it up The Support team are quick and knowledgeable - they solve a good amount of my problems directly in the app via chat Our CSM and TAM are exceptional - we are a small business but feel we are as important as any of their customers **What do you dislike about Planhat?** Data structures are flexible BUT they tend to over-rely on timeseries data. You are unable to compare changes and differences between specific points of time (e.g. compare SUM of X in March23 to SUm of X in March 22) - everything depends on a calculation from today. As a business that operates in a very seasonal industry, this is a challenge for us - we have had to rely on workarounds to achieve some of our use cases. **What problems is Planhat solving and how is that benefiting you?** Creating a consistent, automated health score Keeping all customer data in the same place NPS Reporting ### 41. Very powerful Customer Success tool **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** November 11, 2024 **What do you like best about Planhat?** Planhat offers you a variety of different filters/views to visualise your customer data and build automations for internal teams. You can build pretty much any automation you need, I strongly recommend to take the Certifications that are offered, as well as make use of the Help documents and of the amazing and kind support team! I use Planhat every day and I am very happy with the tool. **What do you dislike about Planhat?** I wouldn't necessarily say dislike, it can take a while to understand all the capabilities of the tool because they are a bit complex (how you build your data models and how they can interact with one another). Nothing really negative, but perhaps it would be nice to have a more guided/easier user joruney (especially at the beginning). **What problems is Planhat solving and how is that benefiting you?** Planhat helps us to have a place where we can control and update all of the relevant customer data and all the data that we want to action in some way. We also monitor account usage and every CSM can easily see where action is needed and where end users are thriving. ### 42. Simple with enough features to manage customers **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** November 11, 2024 **What do you like best about Planhat?** Planhat gives the right level of data modelling features, there is enough scope for customisation to suite particular business needs, however not so much customisation that it is hard to implement or scale within an organisation. The support team are incredible, on hand to answer any questions and response times vary, but typically within a couple of hours. Planhat is easy to integrate with SDFC and create bidirectional integrations, plus we can bring in other sources of data with ease. **What do you dislike about Planhat?** There are minor UI settings which cannot be changed, which can create a slight frustratoin when trying to build out reporting or user views. **What problems is Planhat solving and how is that benefiting you?** All customer data (from various sources) in a single place. Where all company can go and find out the latest. No longer does anyone ask... what is the latest with customer X - rather we direct them to Planhat, read the objectives and how are we tracking and ask an informed question on a particular objective or risk. ### 43. Planhat: A Must-Have Tool for Customer Success Teams **Rating:** 5.0/5.0 stars **Reviewed by:** David B. | Director of Customer Success, Mid-Market (51-1000 emp.) **Reviewed Date:** August 27, 2024 **What do you like best about Planhat?** Planhat is an excellent CSP. Its user-friendly interface makes it easy to navigate, even for first-time users. The platform also offers a wide range of features that streamline processes, enhance customer tracking... customer management. Planhat’s services are top-notch, with responsive support and helpful resources that ensure users get the most out of the platform. Highly recommend it for any organization looking to elevate their customer success strategy. **What do you dislike about Planhat?** One improvement I’d like to see is the addition of a mobile app, which would make accessing key features on the go even more convenient. **What problems is Planhat solving and how is that benefiting you?** Planhat is solving the challenge of consolidating customer data and information in one place, which is essential for CSMs to manage accounts efficiently. Instead of using multiple tools or platforms, CSMs can access everything they need—such as customer health, engagement history, and renewal data—all in one centralized dashboard. This saves time and helps ensure no crucial information is missed. For leadership, Planhat provides full visibility into the customer journey through robust reporting and analytics. Having this data readily available allows for better decision-making and tracking of key performance metrics. ### 44. Customer Success Made Easier **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** November 14, 2024 **What do you like best about Planhat?** Planhat gives our organization the ability to have one, unified space to conduct onboarding and adoption initiatives in a scaled and organized manner. The interface is user friendly, making it easy to navigate and customize according to our specific needs. Having the ability to create step-by-step guidance that is easy to disseminate into our teams, has been a gamechanger. Customer support is fairly good, with quick action taken to solve our concerns. **What do you dislike about Planhat?** Planhat is working very hard to mature, but has a lot of growth to do in order to better serve large enterprises. Planhat 2.0 looks like it will be a huge leap in the right direction, and we look forward to migrating. **What problems is Planhat solving and how is that benefiting you?** Planhat is allowing us to have a single place to bring greater onboarding and and adoption experiences to our customers. This helps us to make the approach consistent across teams and keep people accountable. ### 45. Planhat is a trusted partner who understands our business needs and is dedicated to our success. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** November 18, 2024 **What do you like best about Planhat?** Planhat is giving us visibility into insights regarding our customer engagements and a platform to drive a consistent customer experience across business areas. Our CSM, TAM, and the Planhat Support team have been alongside us every step of the way providing recommendations and helping hands to ensure our success. **What do you dislike about Planhat?** Like any product with functionality that can align to various business needs, part of the success depends on having internal team members dedicated to the implementation and beyond. Not a dislike of Planhat, but a reality to get the greatest value and adoption. **What problems is Planhat solving and how is that benefiting you?** Planhat gives our team the ability to execute on a new customer engagement model, identify customer risks, and use workflows to provide consistent experiences throughout the customer journey. Rather than a team figuring things out as they go, we have structure, consistency, and actions needed through Planhat. ### 46. Dashing Boards! **Rating:** 4.5/5.0 stars **Reviewed by:** Sebastian K. | Customer Success Manager Key Accounts, Mid-Market (51-1000 emp.) **Reviewed Date:** August 16, 2024 **What do you like best about Planhat?** Tracking data never looked so good! The amount of data that can be tracked is amazing. At the same time, the option to build fully customisable dashboards to keep a clear overview is extremely helpful. Apart from data, we keep track of all our customer conversations, agreements, customer goals and much, much more. A wonderful platform where I can find all my daily data needed to maintain optimal overview of my customers. **What do you dislike about Planhat?** The data is really dependend on what you feed. If there's a discrepency, it does take some manual work to adjust it and set it right. Contract date vs Renewal date is also a little confusing, but this should be able to be fixed from our own end. **What problems is Planhat solving and how is that benefiting you?** NRR prediction, minimizing churn risk, timely outreach with customers to check if their goals still allign. This all benefits customer relationship as well as company revenue generation/continuation. ### 47. Flexible, powerful platform for post-sale customer success **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer & Network Security | Enterprise (> 1000 emp.) **Reviewed Date:** November 15, 2024 **What do you like best about Planhat?** The platform is flexible enough to be able to orchestrate very targeted customer interactions ... not just customer success (onboarding, adoption etc.) but also post-sale customer engagement for growth (cross-sell and upsell). **What do you dislike about Planhat?** Planhat is still evolving as a company and as a result are a bit behind other vendors in terms of sophistication of functions that extend beyond the core platform (e.g., marketing, thought leadership, events, etc.). **What problems is Planhat solving and how is that benefiting you?** We are using Planhat to scale out our post-sale customer care & feeding activity, in particular. We do not have adequate resources to provide dedicated support based on the large number of customers we have. Planhat allows us to extend consistent support to customers after the sale (onboarding, adoption etc.) and also allows us to instrument customer marketing plays (e.g., peripheral offers based on existing customer assets owned and usage data). ### 48. All-in-One Solution for Streamlined Customer Success **Rating:** 5.0/5.0 stars **Reviewed by:** Asma K. | Implementation Enablement and Revenue Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** November 17, 2024 **What do you like best about Planhat?** What I like best about Planhat is its extensive range of integrations, which brings everything together in one platform. This simplifies processes, enhances efficiency, and creates opportunities for impactful growth, making successful implementations much easier to achieve. **What do you dislike about Planhat?** While Planhat offers many unique and amazing features, some have limitations that leave room for improvement. However, these features are not commonly found in other software I've used, and their availability in Planhat sparks ideas for how they could evolve and be utilized on a larger scale. **What problems is Planhat solving and how is that benefiting you?** Planhat solves the problem of centralizing customer data and streamlining communication for the customer success team. It enables the identification of trends, effective reporting, and storytelling to improve internal processes and product development. Additionally, its integration capabilities with other software optimize efficiency by consolidating information that would otherwise be difficult to connect manually. ### 49. Use Planhat to manage customer success (great new UI!) **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** May 20, 2025 **What do you like best about Planhat?** Is a great management tool for facilitating a customer journey and brings together relevant customer data points. **What do you dislike about Planhat?** the user interface was due for a make-over and looks to be significantly better. **What problems is Planhat solving and how is that benefiting you?** Get customers to value thru a predictive journey, contributes to Strong GRR and expansion ### 50. Amazing Product and Great Support **Rating:** 5.0/5.0 stars **Reviewed by:** Soumalya M. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** November 11, 2024 **What do you like best about Planhat?** The people and the product. People working in the org are very helpful and are up for help anytime. Doa, Nicholas, and Sabrina make a dream team for any company. The product is a very smart product and your visibility increases to a great extent with the advent of Planhat. **What do you dislike about Planhat?** I won't say a downside but the product is vast and is sometimes overwhelming. However, there are help videos and courses to learn planhat and make your life easier. **What problems is Planhat solving and how is that benefiting you?** I think the biggest problem was visibility from the higher up and cross functional visibility. Planhat definitely was able to address that. ## Planhat Discussions - [It shouldbe good if we can export the changes etc on Playbooks or have a clear idea on NPS score expectations.](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) - 1 comment, 1 upvote - [How can I, launch two simultaneos NPScampaings](https://www.g2.com/discussions/how-can-i-launch-two-simultaneos-npscampaings) - 1 comment, 1 upvote - [What's the best way to manage crossell opportunities on planhat?](https://www.g2.com/discussions/40995-what-s-the-best-way-to-manage-crossell-opportunities-on-planhat) - 1 comment, 1 upvote - [How long did it take to implement?](https://www.g2.com/discussions/49802-how-long-did-it-take-to-implement) - 2 comments - [View Planhat pricing details and edition comparison](https://www.g2.com/products/planhat/reviews?page=6§ion=pricing&secure%5Bexpires_at%5D=2026-05-24+04%3A11%3A29+-0500&secure%5Bsession_id%5D=21b8f8a2-e825-4243-abee-7203fe72d114&secure%5Btoken%5D=acfaf9d39bb5ed1bfb3c5a092e3a0ff6d175ca041d0d5b3221219a87b78203eb&format=llm_user) ## Planhat Integrations - [Administrate](https://www.g2.com/products/administrate/reviews) - [Agentforce 360 Platform (formerly Salesforce Platform)](https://www.g2.com/products/agentforce-360-platform-formerly-salesforce-platform/reviews) - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - [Aha!](https://www.g2.com/products/aha/reviews) - [Boostworks](https://www.g2.com/products/boostworks/reviews) - [ChatGPT](https://www.g2.com/products/chatgpt/reviews) - [Claude](https://www.g2.com/products/claude-2025-12-11/reviews) - [Digibee](https://www.g2.com/products/digibee/reviews) - [Dotdigital](https://www.g2.com/products/dotdigital/reviews) - [Fathom](https://www.g2.com/products/fathom-video/reviews) - [Fin](https://www.g2.com/products/fin/reviews) - [Fin2 by Intercom](https://www.g2.com/products/fin2-by-intercom/reviews) - [Freshdesk](https://www.g2.com/products/freshdesk/reviews) - [GitHub](https://www.g2.com/products/github/reviews) - [Gong](https://www.g2.com/products/gong/reviews) - [Google Cloud BigQuery](https://www.g2.com/products/google-cloud-bigquery/reviews) - [Google Workspace](https://www.g2.com/products/google-workspace/reviews) - [HubSpot Marketing Hub](https://www.g2.com/products/hubspot-marketing-hub/reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - [Insightly CRM](https://www.g2.com/products/insightly-crm/reviews) - [Jira](https://www.g2.com/products/jira/reviews) - [Pendo](https://www.g2.com/products/pendo-io-pendo/reviews) - [PlanMill ERP Cloud](https://www.g2.com/products/planmill-erp-cloud/reviews) - [Productsup](https://www.g2.com/products/productsup/reviews) - [Qualtrics Customer Experience](https://www.g2.com/products/qualtrics-customer-experience/reviews) - [RedeApp](https://www.g2.com/products/redeapp-redeapp/reviews) - [Salesforce Agentforce](https://www.g2.com/products/salesforce-agentforce/reviews) - [Salesloft](https://www.g2.com/products/salesloft/reviews) - [Showell](https://www.g2.com/products/showell/reviews) - [Slack](https://www.g2.com/products/slack/reviews) - [Snowflake](https://www.g2.com/products/snowflake/reviews) - [Tableau](https://www.g2.com/products/tableau/reviews) - [Typeform](https://www.g2.com/products/typeform/reviews) - [Workfront](https://www.g2.com/products/workfront/reviews) - [Younium](https://www.g2.com/products/younium/reviews) - [Zapier](https://www.g2.com/products/zapier/reviews) - [Zendesk for Customer Service](https://www.g2.com/products/zendesk-for-customer-service/reviews) ## Planhat Features **Sales Force Automation** - Contact & Account Management - Partner Relationship Mgmt. (PRM) - Opportunity & Pipeline Mgmt. - Task / Activity Management - Territory & Quota Management - Desktop Integration - Product & Price List Management - Quote & Order Management - Customer Contract Management **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics **Customer Information** - Customer Health Scores - Customer Monitoring - Customer Profiles - Playbooks - Customer Segments - Product Engagement - Surveys **Billing and Payments** - Payment Terms - Personalized Billing - Custom Pricing **Product Analytics** - Account-Level Analytics - User-Level Analytics - Segmentation - Funnels - Alerts - Multi-Product Analytics - User Scoring - Integrations **Data Sourcing** - Data Enrichment - Expandability - Content Marketing - Multiple Devices **Sales Team** - Flexible Sales Process - Training Mode - Playbooks **Platform Basics** - Templates - Exporting - Multi-user Access and Collaboration - Multiple Personas - Data Analytics **Content** - Document Collaboration - Versioning - E-Signature - File Request - Feedback **Onboarding Setup** - Workflows - Templates - Checklists **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics **Predictions** - Churn Risk - Upsell Opportunities - Custom Triggers - Machine Learning **Revenue Recognition** - Usage Tracking - Deferred Revenue - Revenue Accrual **Intelligence** - Marketing Metrics - Predictive Modeling - Recommendation Engine **Intelligence** - Opportunity Identification - Zero-touch Renewals - Smart Content **Collaboration** - Billing and Invoicing - Instant Messaging - Project Management - Analytics - Time Tracking - Mobile Application **Project Tracking** - Monitoring - Resources - Content - Tasks - Optimization **Agentic AI - Product Analytics** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Proactive Assistance **Agentic AI - Customer Journey Mapping** - Autonomous Task Execution **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Platform** - Reporting & Dashboards - API & Integrations - Data Import & Export Tools - Workflow Capability - Notifications - Customization - Scalability - Data Security - Performance & Reliability - User, Role, and Access Management **Revenue Optimization** - At-Risk Customers - Offer Optimization - Customer Churn - Revenue Forecasting **Mapping** - Multiple Org Charts - Stakeholder Roles **Customer Engagement** - Portal - Engagement - Branding - Visibility - Collaboration **Behavioral Analytics - Product Analytics** - Multi-Product Analytics - User level Analytics - Account level Analytics - Segmentation - Funnels **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support **Functionality** - Identification - Correction - Normalization - Preventative Cleaning - Data Matching **Generative AI** - AI Text Generation - AI Text Summarization **Agentic AI - Customer Revenue Optimization** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Platform Infrastructure - Product Analytics** - Cross System integrations - Alerts - Integrations **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation **Management** - Reporting - Automation - Quality Audits - Dashboard - Governance **Agentic AI - Customer Success** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Natural Language Interaction - Proactive Assistance **AI driven optimization - Product Analytics** - User scoring - Adaptive learning - Automated insights - Autonomous task execution **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications **Generative AI** - AI Text Generation - AI Text Summarization **Generative AI** - AI Text Generation **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making ## Top Planhat Alternatives - [Custify](https://www.g2.com/products/custify/reviews) - 4.7/5.0 (495 reviews) - [Totango](https://www.g2.com/products/totango/reviews) - 4.3/5.0 (1,140 reviews) - [ChurnZero](https://www.g2.com/products/churnzero/reviews) - 4.7/5.0 (1,575 reviews)