Planhat Reviews & Product Details

There is not anything Planhat does, that I don't prefer on a different platform. Review collected by and hosted on G2.com.

Planhat takes the features that you will see across many different task management and client management softwares, and makes them less user friendly. I am not a fan of the UI and UX, and the rest of my team feels the same way. It is very glitchy, and often the automations will fail, leading to tasks getting missed or completely messed up. New features are sometimes added, and they tend to make the app somehow worse than it was before. We recently were updated from the previous version to the new version of Planhat, and it is significantly less user friendly, and the UX is miserable. No color variation for ease of navigation, things don't save when you want them to, dates don't stick, automations don't trigger. Overall, it feels like we are using an incomplete application and have to babysit our tasks to ensure automations go through, which they often do not go through. Review collected by and hosted on G2.com.

I really like the flexibility of Planhat. It allows us to customize it, add custom fields, and take control over how our data looks and what we have in there. I also appreciate the health score tracking and how it eliminated our manual processes, which is a significant benefit. Additionally, being able to track tasks, playbooks, and workflows that we're working on with each customer is very helpful. The ability to adjust and organize different reports and layouts to meet our specific needs is also a strong point. Review collected by and hosted on G2.com.

The way data comes into Planhat is a little bit limited for us. Right now, the raw data is there, but the only way to leverage it is based on the metrics, like, usage in the last ninety days. We're not able to go in and actually filter and segment and say, you know, we wanna get usage from January to March 2026. And if you wanted to, you know, leverage and look back and say, we wanna look at this and then compare it to a past period, you have to build a different metric to see all of that. So it's not as flexible as we wanted to go in and see a set time period. Review collected by and hosted on G2.com.

I really like the reporting in Planhat; it's pretty good. The interface, especially the newer updated version, is another aspect I enjoy, even though it takes a minute to get used to. The analytics and predictions are very helpful for us. Even though we don't use all of the functionality, I think there's a lot there. The platform also helps us understand the behavior of customers through their lifecycle, which is useful for building and maintaining relationships as well as providing insights to senior leadership regarding product and subscription usage. Review collected by and hosted on G2.com.

It took a while to get set up. We had to connect Planhat with a variety of other internal systems, and that took some time. It required some programming and integrating through MuleSoft. To get where we are today took more than a year, which was unfortunate. Part of that was because our subscription management system was through another vendor and did not work well with Planhat at all. We only really started appreciating what Planhat can do for us after we built our own subscription management tool, using Oracle. A built-in connection from Planhat to Oracle, or to other systems would have been nice. Having a Salesforce connection is great, but we don't use Salesforce for subscription management yet. Being able to connect with a variety of platforms easily would be a great goal for Planhat's roadmap. Review collected by and hosted on G2.com.

What I like most about Planhat is the new UI. I also appreciate the strong automation engine and the ability to create product metrics without needing to bother our internal developer team. Review collected by and hosted on G2.com.

I find Planhat quite hard to understand. Even though the UI was revamped, there's still a lot to handle. The access right management isn't the most straightforward to understand. I think we should be able to impersonate a user to understand what they see, which would help as an admin. I don't understand if pages will be available to edit by the user without constantly adding them. Also, the email management could be better; they sell it as an add-on to send batch emails, but I feel this should be a native feature of any CRM. The creation of metrics is also not straightforward, although very powerful. Review collected by and hosted on G2.com.

I use Planhat to deploy Customer Success processes, and I like how it creates an internal client-oriented synergy with strong visibility by aggregating a set of information accessible to everyone. Planhat helps me break down silos, automate tasks through automations and AI, while supporting clients. Its ease of implementation and UI/UX are also great assets. It is very easy to define automations, manage the data model according to our needs, produce operational dashboards or for committees, and present relevant information in multiple contexts. The tool is very accessible, especially when I compare it to more traditional ERP systems like SAP, Infor M3, or Cegid. Finally, on a scale of 1 to 10, I would give a 10 for the likelihood of recommending Planhat to a friend or colleague. Review collected by and hosted on G2.com.

There are always certain limitations in dashboards, particularly the fact of displaying trends on ratios. Review collected by and hosted on G2.com.

I appreciate Planhat for giving us full visibility of our customer portfolio using its AI integrations and CRM integrations, which help us build a holistic viewpoint of our customers. I like the ability to deploy AI with confidence across our customer lifecycle and have complete visibility of everything happening with a customer. The AI's capacity to take multiple datapoints and perform sentiment analysis saves me time by providing summaries based on company information, which is really valuable. I also found the initial setup to be very simple, and the team was fantastic. It's great that we can redesign it based on internal changes to align with our evolving needs. Review collected by and hosted on G2.com.

Sometimes creating automations makes my brain hurt but that's more on me than the product. Review collected by and hosted on G2.com.

Most helpful: Planhat has become our system of record for customer health, risk, and lifecycle execution. It unifies usage, renewal, and engagement signals into a single view and allows us to turn those signals into repeatable workflows—especially critical for scaling proactive risk management and digital engagement across long‑tail and partner-heavy segments. We have seen great performance across a complex integration of multiple systems.

Upside for Nutanix: Planhat enables us to move from reactive, intuition-driven renewals to proactive, data‑driven lifecycle management. It improves early churn detection, aligns CS, Renewals, Sales, and Partners around a shared risk framework, and supports automation at scale (onboarding, adoption, risk mitigation), which directly supports higher GRR and more predictable renewals in a subscription business. Our ability to spot churn earlier and takes steps to mitigate far earlier in the customer journey have helped us improved the onboarding of customers and helped us build repeatable plays to mitigate churn. We are seeing a great ROI from the solution and the team has been a pleasure to work with. Review collected by and hosted on G2.com.

Honestly things have been going well overall and the main thing we have seen issues with is the mapping of SFDC fields but some of this is due to our complex deployment of Salesforce. Review collected by and hosted on G2.com.

I appreciate the relationship with the vendor, including their CSM, which involves strategic discussions and customer success events. I also like the introduction of AI in Planhat v2, which we deployed at the end of 2025. It truly boosts our CSM practice and allows us to implement use cases we struggled with for a long time. Specifically, I find the AI-powered account summary feature extremely valuable, especially for an executive like me, when preparing for customer meetings. Review collected by and hosted on G2.com.

I'm not an intensive user but one thing that bothers me a little bit is the way CHS is calculated which is not really standard IMO. Also the ability to monitor the onboarding / implementation phase is not great. Review collected by and hosted on G2.com.

I love the new interface of Planhat because it's, very simple to use and very intuitive. It's clean and straight to the point, and our teams are really evolving with this new interface. Because it's so intuitive and much easier to use than previous versions, we've seen a huge spike in our ability to use the platform. Everyone can see their own workspace rather than having everything convoluted together. Review collected by and hosted on G2.com.

I would say that the things that could be improved are a little more flexibility on the types of accounts that you import, as well as being able to have the flexibility to change your organization's dynamic. For example, we run a managed business style right now, but we are dabbling into a platform led, and I would love to use Planhat to manage both. The initial setup was a bit complicated at first, just because of the way that we are organized, not because of Planhat, but it was great that the team was able to accommodate and make our needs work within their tool. Review collected by and hosted on G2.com.

I like Planhat's clean interface, especially the new UI that was rolled out this year. It's fairly straightforward to use. I appreciate how customizable it is, allowing me to create a lot of views. Although the customizability seemed challenging at first, I now find it really nice and powerful once I got the hang of it. Planhat makes it possible to set up view specific to our team needs, layering different aspects on the same data model effectively. I also find the support from their data integration team really helpful during setup, and the ongoing support has been great. Review collected by and hosted on G2.com.

We would love to see more development on the customer portal. It's something that we're really excited about and adopt Planhat, and we definitely get some use from it, but we'd love to continue to see features added there. We also do a lot of roll up from parent and child relationships. And some of that works well, but some of it, we'd like more visibility for data from child companies on their parent so we could look at that summarized for you. Review collected by and hosted on G2.com.