Planhat Reviews & Product Details - Page 4

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! Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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). Review collected by and hosted on G2.com.

Because it's everything so customizable, sometimes you have to work across multiple areas to set a workflow. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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). Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

There are minor UI settings which cannot be changed, which can create a slight frustratoin when trying to build out reporting or user views. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

All data in one place! The flexibility of Planhat allows us to organize and leverage all our data in new ways to improve insight and awareness of our customers, as well as automate processes, or at the very least make them faster and more efficient! Review collected by and hosted on G2.com.

We have a unique business model where we work very closely within individual departments at our customers for key components. For this we leverage assets, but there is some workaround required in order to automate processes based on the asset level detail (currently a lot of the functionality is centered around just company data). Would be helpful to run playbooks, etc. based on assets too! Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Planhat is a great tool for us to use when organizing our implementation flow! Using the workflows in Planhat has given us a simple & clear implementation roadmap for internal use & for our customers.

Also, our account rep Sabrina has truly been amazing. She is so personable & helpful when learning / setting up Planhat. Review collected by and hosted on G2.com.

Nothing at the moment! There are so many tools in planhat I don't feel like we have utilized all of them just yet. Review collected by and hosted on G2.com.