--- title: Planhat Reviews meta_title: 'Planhat Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 940 reviews by the users' company size, role or industry to find out how Planhat works for a business like yours. aggregate_rating: rating_value: 4.5 review_count: 940 scale: '5' date_modified: '2026-07-04' parent_category: name: Customer Service url: https://www.g2.com/categories/customer-service --- # Planhat Reviews **Vendor:** Planhat **Category:** [Customer Success Software](https://www.g2.com/categories/customer-success) **Average Rating:** 4.5/5.0 **Total Reviews:** 940 ## 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 value the **ease of use** of Planhat, appreciating its intuitive interface and seamless integration for effective management. (172 reviews) - Users praise Planhat's **excellent customer support** , highlighting responsive and knowledgeable assistance that enhances the overall experience. (122 reviews) - Users value Planhat's **deep customization** , enabling tailored workflows and configurations that align with their specific business needs. (88 reviews) - Users value the **automation capabilities** of Planhat, significantly reducing manual work and enhancing workflow efficiency. (83 reviews) - Users appreciate the **efficiency** of Planhat, enjoying streamlined workflows and significant time savings through powerful automation capabilities. (82 reviews) - Users value the **automation efficiency** of Planhat, enhancing workflow management and data-driven process tracking. (78 reviews) - Users value the **helpful features** of Planhat, enhancing customer management and streamlining operations effortlessly. (75 reviews) - Integrations (73 reviews) - Users value the **smooth implementation and supportive customer service** from Planhat, enhancing task management and project tracking. (72 reviews) - Intuitive (69 reviews) **What users dislike:** - Users find the **learning curve steep** due to complex setup and insufficient documentation for Planhat's extensive features. (92 reviews) - Users find Planhat to have a **complexity** that makes data retrieval and navigation challenging for new users. (63 reviews) - Users experience **integration issues** with customer product usage data, complicating the overall effectiveness of Planhat. (45 reviews) - Users find the **steep learning curve** initially challenging, requiring time and effort to master the platform's features. (45 reviews) - Users find the **reporting functionality limited** , wishing for better options like field summation and easier navigation. (42 reviews) - Users note the **missing features** in Planhat, including lacking time tracking and limited customization options. (39 reviews) - Limited Functionality (38 reviews) - Not Intuitive (36 reviews) - Limited Features (34 reviews) - Difficult Learning (33 reviews) ## Planhat Reviews ### 1. Great Dashboard Customization, but Reporting could use more flexibility **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Legal Services | Mid-Market (51-1000 emp.) **Reviewed Date:** October 16, 2025 **What do you like best about Planhat?** Able to easily see ARR, renewal dates, etc on a dashboard and ability to customize filters **What do you dislike about Planhat?** Reporting. I would like the ability to configure my data feed on hard dates instead of 30 day rolling average. However, I have seen enhancements go in over the last few years that has made reporting more robust **What problems is Planhat solving and how is that benefiting you?** Central point where CSMs have information in one place (this will be enhanced with additional integrations we are planning). The ability to catch-up quickly on an account as communication is synced into our plan hat accounts and metrics are also fed into plan hat. ### 2. Most flexible CSP for Enterprise Post-Sales and AI **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** July 02, 2025 **What do you like best about Planhat?** You can manage the entire post-sales process, from onboarding projects to adoption, upsell/renewal, NPS, and client collaboration in the portal, as well as build templates for sequences, slide decks, etc. It also offers a lot of flexibility in terms of set up, and allows you to build AI agents on top of the system, ultimately giving you the choice on provider and model. Fantastic support across the board, from our Customer Success Manager, our Technical Account Manager, to the Support Team, as well as Leadership for more strategic sparring sessions. **What do you dislike about Planhat?** Implementation can be fast depending on what you need, but the flexibility also quickly adds complexity, and there are so many possibilities it can be daunting. I would also like to see more prebuilt AI agent capabilities, although it's great we can build our own. Our Onboarding team would like to see more robust project management features, especially GANTT charts. There are also some odd bugs, but to be fair, nothing that breaks the experience or becomes a blocker. **What problems is Planhat solving and how is that benefiting you?** We now have all our data in our place, which is helping us optimize our processes across Onboarding and Success teams. It's given us clear visibility into what is going with our clients, whether they are healthy, and helped us automate a lot of processes via AI Agents or its workflow/automation capabilities. ### 3. Great Color Coding, but Search Bar and Filters Need Improvement **Rating:** 4.0/5.0 stars **Reviewed by:** Alicia B. | Senior Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** October 16, 2025 **What do you like best about Planhat?** The color coding makes it easy to view and navigate within my account set. **What do you dislike about Planhat?** The search bar on the left side is quite difficult to read, and some of the filters become nested, making them hard to find. **What problems is Planhat solving and how is that benefiting you?** Planhat helps me stay organized. With its single-pane view, I can easily get a comprehensive understanding of all my Accounts. ### 4. A great level of support and a strong product! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** October 09, 2025 **What do you like best about Planhat?** The responsiveness of our Customer Success Manager, Irma, and the Support team has been fantastic. They're always on hand to respond to our questions and help us to learn the product as best we can. **What do you dislike about Planhat?** The new updates they are bringing have been largely great but there are a few areas that could still be improved. Overall a strong product! **What problems is Planhat solving and how is that benefiting you?** The ability to have Customer Success and Implementation/Onboarding is really valuable. The updates to the Planhat customer portals have been good but still require a bit of refinement in my opinion. The workflows are also very helpful for us. ### 5. Robust platform and great customer service **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 has helped us gain visibility and supports our CS processes to more efficiently support our customers and evaluate risk. The platform has been fairly simple to configure and integrate with other systems once we defined our business processes. The Planhat team is very accessible and has provided us with excellent support over the years we have been a customer. **What do you dislike about Planhat?** There are some dashboards and insights we currently manage by exporting data and further analyzing in Excel. We are in the process of moving to the latest UI with enhanced dashboard capabilities that should help us do more in the app, which we are looking forward to. **What problems is Planhat solving and how is that benefiting you?** Planhat has helped solve the problem of dispersed resources and lack of visibility for our CS org. It has helped support our business processes for onboarding, CSM workflows, renewals, and other functions. ### 6. Powerful, Flexible, and Easy to Customize Without Developers - Stellar Support **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** October 14, 2025 **What do you like best about Planhat?** I really appreciate how powerful and flexible planhat is. It’s simple to adapt it to your specific needs, and you don’t need developers to handle customization or automation. **What do you dislike about Planhat?** The release of the new version was somewhat clumsy, but their support team responded well and genuinely listens to user feedback. Although there was some short-term inconvenience during the rollout, it is resulting in long-term benefits, such as a more intuitive interface and improved functionality. **What problems is Planhat solving and how is that benefiting you?** It's helping us have a more structured and efficient approach to managing our customers and the work associated with managing their accounts. ### 7. Great Internal Support and Data Connection, New UI is solid. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** October 16, 2025 **What do you like best about Planhat?** The support and customer service organization internally is solid, and the connection to the product and CRM is good. The new UI is much better. Implementation was simple and its straightforward to use. **What do you dislike about Planhat?** Adapting it to align with our unique workflows and business requirements can be quite challenging. The presence of multiple hierarchies and revenue schedules at various levels adds to the complexity. **What problems is Planhat solving and how is that benefiting you?** We use this to manage our CSM's daily activities, including tracking customer health scores and the factors that contribute to them. This approach has led to positive outcomes and greater success. ### 8. Positive User Experience with Planhat **Rating:** 5.0/5.0 stars **Reviewed by:** Alicia Q. | Head, Customer Success, Mid-Market (51-1000 emp.) **Reviewed Date:** August 08, 2025 **What do you like best about Planhat?** I appreciate the comprehensive 360 portfolio view, which provides a clear overview of all accounts. The health scores are useful for monitoring client status, and automation along with playbooks streamline our processes and improve efficiency. **What do you dislike about Planhat?** Sometimes, the system glitches, which can disrupt my workflow and cause frustration. **What problems is Planhat solving and how is that benefiting you?** Providing a centralized view of your customer portfolio, making it easier to manage accounts. Monitoring client health and identifying issues early with health scores. Automating repetitive tasks to save time and reduce manual effort. Implementing playbooks to ensure consistent and effective customer engagement. ### 9. Planhat experience - csm **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** August 29, 2025 **What do you like best about Planhat?** Planhat is easy to use and keep everything organized. The quick insights and data it provides help me do my job more easily and focus on revenue driven activities as opposed to admin tasks. It helps focus on next steps and more. **What do you dislike about Planhat?** Planhat is great but it would be helpful if it had more built out templates for CSMs - ie templates for workflows etc. **What problems is Planhat solving and how is that benefiting you?** It tracks all of our customers and integrates with our internal tools to be a single source of truth for everything about our customers. ### 10. Planhat's Flexibility and Support Make It a Standout Choice **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** October 14, 2025 **What do you like best about Planhat?** Planhat is extremely flexible. When stakeholders have ideas about how to tweak a process, automate something, or view their data, I can almost always accomplish their goals relatively quickly with Planhat. I'm always saying "Planhat can probably do that" and it pretty much always can. With that flexibility comes great customer support, user certifications, help articles, and more to allow me to take action without hopping on a call with anyone from their team. **What do you dislike about Planhat?** Not much! There are occasional bugs like any software. **What problems is Planhat solving and how is that benefiting you?** Planhat solves so many problems, but at the core of all of it, it saves us so much time when it comes to knowing a customer. That allows us build better relationships, proactively help customers achieve their goals, and stay organized without loads of admin work. ### 11. Best Customer success Platform & Best in class Support **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** June 23, 2023 **What do you like best about Planhat?** Clean and sleek view of all data organized to give meaningful insights. Analytics, automation, churn risk prediction using different metrics topped with excellent customer support - PH customer support team is top-notch. They are knowledgeable, responsive, and always willing to help. **What do you dislike about Planhat?** Nothing as of now. Loving all the features they have to offer. **What problems is Planhat solving and how is that benefiting you?** Helping us to get a comprehensive view of renewals and potential churn and the factors associated with it. Custom metrics & automation station is quite powerful if used in the right direction. ### 12. Planhat is best solution to follow your customer's portofolio **Rating:** 4.5/5.0 stars **Reviewed by:** Mehdi B. | CUSTOMER SUCCES MANAGER, Mid-Market (51-1000 emp.) **Reviewed Date:** October 13, 2025 **What do you like best about Planhat?** you can have a detailed view of all the information related to your client **What do you dislike about Planhat?** To create a workflow is sometimes it's not very intuitive **What problems is Planhat solving and how is that benefiting you?** Planhat help us to follow up the customer satisfaction and to have a trigger when we didnt meet a customer since a long date for exemple when the healthscor drops ### 13. Pre-Built Dashboards Make Analytics Effortless **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Renewables & Environment | Small-Business (50 or fewer emp.) **Reviewed Date:** April 30, 2026 **What do you like best about Planhat?** The pre-built dashboards make building analytics so easy **What do you dislike about Planhat?** There's not much a dislike, it does everything I need it to **What problems is Planhat solving and how is that benefiting you?** Having a central single source of truth for customer data ### 14. Implementing Planhat for our CSM team **Rating:** 4.5/5.0 stars **Reviewed by:** Faustine D. | Senior Customer Success Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** October 13, 2025 **What do you like best about Planhat?** We chose Planhat because it was the more flexible in terms of functionality and what could be done with it. The team has been reactive and helpful to help us implement it quickly. **What do you dislike about Planhat?** As there are a lot of features, it's easy to be quite lost at the beginning, especially during the set up phase. **What problems is Planhat solving and how is that benefiting you?** We had been using CRMs but found it wasn't specific enough to CSM needs because it wasn't made to track usage and health of our clients, Planhat is helping us track that a lot better. ### 15. Powerful Automations, but Steep Learning Curve **Rating:** 5.0/5.0 stars **Reviewed by:** Carolina L. | Senior Customer Onboarding, Small-Business (50 or fewer emp.) **Reviewed Date:** October 15, 2025 **What do you like best about Planhat?** The automations! We can easily set up automations and have continuous flows running in the background. **What do you dislike about Planhat?** The long learning curve it requires. Thanks to Moa, I was able to understand the flows and create a comfortable plan for the team. **What problems is Planhat solving and how is that benefiting you?** Email automation, project management and account overview all in one. ### 16. Makes our CS team better! **Rating:** 4.5/5.0 stars **Reviewed by:** Jeff P. | Senior Customer Success Manager/Planhat Engineer, Mid-Market (51-1000 emp.) **Reviewed Date:** August 19, 2025 **What do you like best about Planhat?** Helps us identify & act on key signals & trends. Workflows keep our team on track to meet goals and Dashboards provide useful insight to our business. **What do you dislike about Planhat?** Some redundancies with metrics - users must duplicate a metric in order to customize formatting on the metric. **What problems is Planhat solving and how is that benefiting you?** -Gain insight into our overall business -Automatically generate dashboards -Centralized place for sharing documents with customers -Ensure teams stay on task and complete in a timely manner -Spot trends & act accordingly ### 17. Powerful, Flexible Platform that Drives Customer Success and Revenue **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** October 22, 2025 **What do you like best about Planhat?** Planhat is a powerful, customer-centric platform that brings together data, insights, and workflows across Success, Sales, and Services. What I like most is how it links customer engagement directly to revenue, giving a clear view of NRR, churn, and expansion opportunities. It’s flexible, easy to adapt to our processes, and offers strong reporting and automation that actually work. Planhat helps us stay aligned as a team, track onboarding and value realisation effectively, and ultimately drive measurable customer outcomes. **What do you dislike about Planhat?** The new UI has helped resolve some of my questions. **What problems is Planhat solving and how is that benefiting you?** Planhat helps us centralise customer data, track health and engagement, and manage renewals and expansion in one place — giving us clearer visibility, better collaboration across teams, and improved retention and growth. ### 18. Good Structure, but Some Information Hard to Find Without Support **Rating:** 3.5/5.0 stars **Reviewed by:** Jos B. | Partner Account Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** October 16, 2025 **What do you like best about Planhat?** The structure of selections works good and creates a good overview **What do you dislike about Planhat?** Sometimes it is hard to find information or add because fields are missing. Thanks to the support it is always possible to make it available. **What problems is Planhat solving and how is that benefiting you?** Creating a good overview and log of our partners and customers ### 19. Reliable and Streamlined: Planhat Simplifies My Daily Tasks **Rating:** 3.5/5.0 stars **Reviewed by:** Yvette D. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** October 22, 2025 **What do you like best about Planhat?** Planhat is Reliable, Streamlining my day to day tasks and activity. Monitoring issue resolution. Daily references for deadlines and project monitoring. **What do you dislike about Planhat?** Interface, Latency and updates are usually slow. No real time applications and update **What problems is Planhat solving and how is that benefiting you?** It helps me on my daily tasks and projects. ### 20. Great for CSM Workflows and Reporting, but Onboarding and Integrations Need Improvement **Rating:** 5.0/5.0 stars **Reviewed by:** Candis W. | Director of Customer Success, Small-Business (50 or fewer emp.) **Reviewed Date:** October 16, 2025 **What do you like best about Planhat?** Workflows align to daily CSM workflows and dashboards allow for cross functional visibility. Reports are comprehensive enough for executive reporting and forecasting **What do you dislike about Planhat?** Onboarding/Implementing can be difficult is time is limited. Limited integration as it related to customer product usage analytics **What problems is Planhat solving and how is that benefiting you?** Business oversight into customer management ### 21. Planhat review for silverfin **Rating:** 3.0/5.0 stars **Reviewed by:** Linda T. | Expert customer success, Mid-Market (51-1000 emp.) **Reviewed Date:** August 27, 2024 **What do you like best about Planhat?** - the support is very quick when you ask questions (Big kudos to them) -Love the tasks / company management view **What do you dislike about Planhat?** - maybe not so easy to get datas in - not always so intuitive in the new version **What problems is Planhat solving and how is that benefiting you?** - tasks management - automating certain things that took me energy and time to do - having direct an overview of my portfolio - Can make quick filter views when i need to take specific actions (new product updates, low adoptions,..) ### 22. Easy to Use with Powerful, Flexible Features **Rating:** 4.5/5.0 stars **Reviewed by:** Tom W. | Customer Success Technical Executive, Small-Business (50 or fewer emp.) **Reviewed Date:** October 21, 2025 **What do you like best about Planhat?** Ease of use and implementation. Powerful features that allow you to be as complex or as simple as you require. **What do you dislike about Planhat?** Some pages can be quite noisy. The folder structure within the portal is limited **What problems is Planhat solving and how is that benefiting you?** Planhat centralises all our CS workflows ### 23. Flexible CS platform with room to grow **Rating:** 4.5/5.0 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?** Planhat gives me a clear overview of our customer portfolio and we can tailor dashboards, customer overviews, metrics, playbooks etc. to fit our specific business needs. I especially value being able to track the full history of each account, which supports better context and decision-making. The platform’s flexibility means it can adapt as our processes evolve to proactively drive customer success. **What do you dislike about Planhat?** The flexibility that makes Planhat so powerful can also make it complex to set up and manage. Our implementation process was lengthy and required significant involvement from our Sales Operations team. We also haven’t fully unlocked some of its smarter capabilities yet, so there’s untapped potential that we’re still working toward. **What problems is Planhat solving and how is that benefiting you?** We use Planhat in our Customer Success team to monitor and improve customer health, which directly supports our goal of increasing Net Revenue Retention (NRR). By consolidating key account data, interaction history, and health metrics in one place, it helps us identify at-risk customers earlier, take proactive action, and uncover opportunities for expansion. This enables us to work more strategically, strengthen relationships, and drive long-term growth. ### 24. Great Slack Integration, But Task Management Needs Work **Rating:** 3.0/5.0 stars **Reviewed by:** Amit S. | Client onboarding, Small-Business (50 or fewer emp.) **Reviewed Date:** October 18, 2025 **What do you like best about Planhat?** I appreciate the workflows and well the integration with Slack functions. **What do you dislike about Planhat?** The email feature isn't very useful, and the task management could be improved. **What problems is Planhat solving and how is that benefiting you?** Addressing the management of onboarding while simultaneously handling the pipeline has been a challenge. ### 25. Great Support and Pricing **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** October 30, 2025 **What do you like best about Planhat?** I really enjoy collaborating with the team at Planhat. Their automated support is truly impressive and makes handling even complex requests much easier. They also have a great global community you can tap into where people are open to support. **What do you dislike about Planhat?** There is room for improvement in their proactive communication and sharing of best practices. **What problems is Planhat solving and how is that benefiting you?** Helps us map the customer interactions, understand high value engagements, and organise our executive conversations. ### 26. User-Friendly Interface, Excellent Reporting Metrics **Rating:** 4.5/5.0 stars **Reviewed by:** Nathan M. | Partner Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** August 11, 2025 **What do you like best about Planhat?** The customizability of the metrics displays, workflow creation, sequencing, and surveying allows for an all-in-one software for CSMs. **What do you dislike about Planhat?** Highly manual and a bit tedious process in the initial data upload. Moving between the old UI and new UI for NPS surveys is a bit of a drag. **What problems is Planhat solving and how is that benefiting you?** Allowing us to see insights to our customers and partners, including usage of our platform, company health, relevant company news, and business profiling. ### 27. Good Software. **Rating:** 5.0/5.0 stars **Reviewed by:** Pablo B. | Support Developer, Computer Software, Mid-Market (51-1000 emp.) **Reviewed Date:** September 14, 2025 **What do you like best about Planhat?** Planhat offers several integrations, through APIs and other means, that can be created very easily. **What do you dislike about Planhat?** Planhat has all the requirements in the sector I work in. **What problems is Planhat solving and how is that benefiting you?** In my departament, the planhat provides details of important people in the company I work for and clients. With these details, I can always securely contact clients. ### 28. Feature-Rich and User-Friendly, Automates My Daily Tasks **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Higher Education | Mid-Market (51-1000 emp.) **Reviewed Date:** October 22, 2025 **What do you like best about Planhat?** I really like the number of features, and it is very easy to use. I usually have a large number of tasks every day, and it automates many things I did manually in the past. **What do you dislike about Planhat?** I have experienced many issues with integrating Planhat with other software suites. I believe this could be easier. **What problems is Planhat solving and how is that benefiting you?** Planhat assists me in tracking a large number of students and creates tasks based on their progress. ### 29. An Essential for Customer Success Teams **Rating:** 5.0/5.0 stars **Reviewed by:** Hannah D. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** February 24, 2025 **What do you like best about Planhat?** The product is made for Customer Success Teams, and it’s clear it has the people behind the product with the same mindset. Any lack of clarity in a help center article is more than resolved by reaching out to their superior level Support Team. Do I have questions? Chat. Needing to feel inspired or have someone to brainstorm with? Chat. It’s a level-up above anyone else in the industry. **What do you dislike about Planhat?** Lack of intuitive feature capabilities can feel like a roadblock at times. It can feel like there are no be updates based on the feedback given. **What problems is Planhat solving and how is that benefiting you?** It’s an all-in-one seamless tool that you can merge with your CRM. Customer Success Teams can now focus on proactive strategic planning directly in a tool that focuses on the entire lifecycle journey from onboarding to the renewal. It’s made to create a comprehensive profile on your account portfolio with the end result of fostering client relationships with action items and clear timelines. ### 30. Next Level Customer Insights!! **Rating:** 4.5/5.0 stars **Reviewed by:** Mario Z. | Customer Succes Manager, Computer Software, Mid-Market (51-1000 emp.) **Reviewed Date:** May 19, 2022 **What do you like best about Planhat?** The possibility to make a lot of data insight. And to act to that data instead of reaching out blind to your customers. Now we can make smarter decisions based on data. **What do you dislike about Planhat?** I have to learn to think about how the system works. That's something that will develop over time, but I'm already getting the hang of it. :) When I click on "actions" sometimes it opens "today", but a lot of times "all activities" and that is a bit annoying. And I'm trying to find a solution to measure all the customers I and my colleagues onboarded to fill in our KPI and that's not working at the moment. - when I make an appointment in PH it's not really user-friendly if you add time to the appointment. A lot of clicking. - If possible make a favorite time (for example 0:45 min per onboarding call). **Recommendations to others considering Planhat:** It's a great tool for customer insights. Brings CS to the next level and beyond. **What problems is Planhat solving and how is that benefiting you?** It helps a lot to get insights. For instance, in which case are our customers, and what is their health score based on our values? ### 31. Comprehensive Customer Success Platform with Responsive Support, but Needs Easier Field Transfers **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** October 17, 2025 **What do you like best about Planhat?** Planhat offers a comprehensive suite of services and features that form the backbone of our Customer Success efforts. Whenever we have questions, our account representative is quick to respond and always ready to join a call to assist us. As our business continues to grow, I am eager to make even greater use of what Planhat has to offer. **What do you dislike about Planhat?** The main aspect of Planhat that I think could be improved is the process of transferring fields from one object to another. At the moment, this process feels quite cumbersome. **What problems is Planhat solving and how is that benefiting you?** Planhat has been a great help to us by acting as a central hub for all our customer information. ### 32. Having all my customers information in just one place never was better... **Rating:** 5.0/5.0 stars **Reviewed by:** Omar C. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** May 16, 2023 **What do you like best about Planhat?** What I like the most about Planhat is that everything's placed in the right spot for me to understand and have a good reminder of what I need to do in my daily activities. Everything's clear, everything looks good and everything is really easy to understand with such a good-looking dashboard as Planhat's. **What do you dislike about Planhat?** I think what I dislike the most is not having permission of making some changes that would help me even more in my experience using the platform, but I guess that's not related to planhat itself but more related to the person and permissions given from my organization's manager. **What problems is Planhat solving and how is that benefiting you?** By far the problem that planhat helped solving for us since the beginning is having all the information and data from our customers in just one place. That's really making our life easier for when we try to reach out to a customer in time for their renewal or just having a look to the data when forecasting. ### 33. Holistic platform that is easy to implement and use **Rating:** 4.0/5.0 stars **Reviewed by:** Jp V. | Success Team Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** November 09, 2023 **What do you like best about Planhat?** We came to Planhat from a competitor and are not regretting our choice: - Their API is very complete and allows a lot of flexibility in building your own integration - The Account 360 is really helpful for everyone on the team to understand what's been going on for a specific account - The customer intelligence / health score / dashboards are intuitive and easy to build **What do you dislike about Planhat?** Nothing major—mostly compounding paper cuts: - The Snowflake integration could be more flexible - The UX differs between different features, leading to an uneven experience - A few unexpected quirks here and there - Lack of cohesive product vision that seems to be on its way of being improved - The filter Apply/Set for filter is very confusing and I can't believe it hasn't been addressed after 2 years **What problems is Planhat solving and how is that benefiting you?** Having a centralized source of truth and platform to manage customer relationships, identify actionable insights on them, and take action. ### 34. Planhat is the Best in Class CS Platform for Optimized Data Insights and Action **Rating:** 4.5/5.0 stars **Reviewed by:** John W. | Product Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** November 02, 2022 **What do you like best about Planhat?** I love the new and improved UI / UX interface. It compels you to lean in and explore your valuable data insights and I find that Planhat is best at taking every single data point and making it readily available and valuable. We can measure our impact, growth, performance and more with the available data points. It excels in how is presents the data and makes it readily available with reporting and dashboards that are easy to use and understand. **What do you dislike about Planhat?** Since the latest UX / UI updates, I feel that the workflows are easier to use and its less "overwhelming". Its all usable data but sometimes it can just be challenging to give all of the data a spot for action. **What problems is Planhat solving and how is that benefiting you?** Planhat is our single source of truth for all client data. Our integration into Hubspot, plus our data coming from our product makes this an invaluable source for aggregate and actionable data for each customer. It has streamlined the work our CSM's are doing internally for reporting and day to day tasks. ### 35. Great CS tool to help you automate. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** October 09, 2025 **What do you like best about Planhat?** The new AI features are great as well as the possibility to see your customer base as you filter it. Automated email tasks also help us a lot to automate. **What do you dislike about Planhat?** It can be little confusing if your notes have been saved or not as there is no separate save button and the logic how users are connected to companies does not always work. **What problems is Planhat solving and how is that benefiting you?** Automate tasks that we used to have manual ### 36. Great CRM - Best for success! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** May 05, 2023 **What do you like best about Planhat?** Looks like a lot of updates have been done. **What do you dislike about Planhat?** There is nothing that I can think of at this time **What problems is Planhat solving and how is that benefiting you?** Helping us keep our customers and their data in one centralised place, it makes it easier to see when customers are happy/not happy and take appropriate action. ### 37. Exactly what we needed **Rating:** 4.5/5.0 stars **Reviewed by:** Patty C. | Customer Success Team Lead, Small-Business (50 or fewer emp.) **Reviewed Date:** August 08, 2025 **What do you like best about Planhat?** Keeps me and my team organized and informed. Very customizable with superb customer support to make sure you are getting everything set up the best way for your operation. I use it all day everyday. **What do you dislike about Planhat?** Sometimes can be glitchy after migration to new Planhat **What problems is Planhat solving and how is that benefiting you?** Keeps everything in one place and doesn't overcomplicate the process. Keeps the entire team informed on each of our clients. ### 38. Powerful Features & Stellar Support **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** November 03, 2025 **What do you like best about Planhat?** Broad powerful features, supported by an incredible CS team that will do everything they can to ensure we get full value from the platform. **What do you dislike about Planhat?** There's so much granularity available on user permissions that it makes transparency on this difficult. **What problems is Planhat solving and how is that benefiting you?** Single source of truth for prospect & client data - with full journey covered from sales through to CS. ### 39. Lots of flexibility **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?** The tool is very flexible and customisable, so you can make it suit your needs. **What do you dislike about Planhat?** The fact it's so customisable makes it harder to onboard, as there are so many features and decisions to be made, that you need a very slick onboarding process to make it smooth. **What problems is Planhat solving and how is that benefiting you?** We didn't have a single source of truth for our customer data, but planhat pulls together lots of sources into one place. ### 40. Endless Possibilities, but Steep Learning Curve for New Users **Rating:** 4.5/5.0 stars **Reviewed by:** Eileen v. | Lead Customer Succes, Small-Business (50 or fewer emp.) **Reviewed Date:** October 13, 2025 **What do you like best about Planhat?** A lot (endless) possibilities, beautiful UI **What do you dislike about Planhat?** complex (just onboarded 1,5 month ago so this will get better :) ) **What problems is Planhat solving and how is that benefiting you?** CRM Customer engagement CS scale Increase revenue Customer insight ### 41. A dynamic, rapidly growing and improving platform. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 09, 2025 **What do you like best about Planhat?** There appears to be a lot of innovation and product development happening over at Planhat - particularly leveraging AI capabilities. This is supported by a strong customer success team and enablement approach. We can also access and use it frequently. **What do you dislike about Planhat?** The dashboards and pages can look a bit clunky and aren't exactly the most lovely looking. It's not entirely non-code either, so requires a bit of technical knowledge and effort . **What problems is Planhat solving and how is that benefiting you?** Displaying customer metrics data in dashboards. Workflow management is made easier. It's also a useful centralized place for various workstreams, which would otherwise be spread across google docs and excel spreadsheets. ### 42. Planhat has the potential to be a good tool **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Telecommunications | Small-Business (50 or fewer emp.) **Reviewed Date:** October 13, 2025 **What do you like best about Planhat?** The team has been friendly and of good support **What do you dislike about Planhat?** The UI/UX needs improvement especially when the clients are coming from tools like Salesforce and Hubspot **What problems is Planhat solving and how is that benefiting you?** Planhat was onboarded with the aim of easing the customer management, creating unique workflows depending on the need for each customers. Though the tool can help me handle all that, it needs to be more user friendly ### 43. Great Once You Get the Hang of It! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Hospitality | Small-Business (50 or fewer emp.) **Reviewed Date:** October 16, 2025 **What do you like best about Planhat?** It's quite interesting with multiple features. I love the NPS survey, I love the customisation in creating workflows and filters. And the Planhat support team is extremely helpful. **What do you dislike about Planhat?** Not exactly a dislike, but it can get abit overwhelming for newbies. But after that it gets bettter. **What problems is Planhat solving and how is that benefiting you?** My Onboarding webinar invitation > surveys and feedback > follow up contact Project management ### 44. The Cheesecake Factory of CRMs. So many options it can be overwhelming, but still a great tool! **Rating:** 4.0/5.0 stars **Reviewed by:** Bentley B. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** November 02, 2022 **What do you like best about Planhat?** I really love how the platform can pull in tons of information. I love being able to score and organize all my accounts as well as being an account manager. The ability to filter through different information is a great way to build out lists and organize accounts. **What do you dislike about Planhat?** I wouldn't consider it a dislike, but it is a difficult learning curve. My biggest pain point is that when I go to my "workflows". I don't have a way to add custom columns for simple things like "Notes." All information has to be a preset field in the company accounts. **What problems is Planhat solving and how is that benefiting you?** Planhat is tracking and visualizing data in terms of usage and moving from one playbook to another. Beforehand we were just manually adjusting or keeping a record of all of this data. This is the company's first CRM. ### 45. Excellent Daily Overview and Account Management **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** October 20, 2025 **What do you like best about Planhat?** Really good overview of day 2 day things and account base. **What do you dislike about Planhat?** Unable to export (although I'm sure someone internally can do this) - but would be a good feature for ever user to have. **What problems is Planhat solving and how is that benefiting you?** Allowing me to ensure I am on top of my accounts and all clients have next tasks against them at ease. ### 46. Ultra comprehensive and flexible platform **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** October 06, 2025 **What do you like best about Planhat?** At this stage it seems it can do just about anything relating to customer engagement across various life cycles which is very impressive **What do you dislike about Planhat?** It’s a little complex to navigate, however, with training and moderate experience it’s fine. The fact it can do so much lends itself to complexity. **What problems is Planhat solving and how is that benefiting you?** Structuring customer data in a way that allows us to gain valuable insights ### 47. Customer Success + Expansion Sales **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** October 10, 2025 **What do you like best about Planhat?** Works very well for managing the process of onboarding of new customers. Very useful for the onboarding team to keep track of customers, tasks and challenges. **What do you dislike about Planhat?** Making customised insights dashboards is useful but not exactly intuitive. The user interface is highly capable but also complex and slow. **What problems is Planhat solving and how is that benefiting you?** Making sure onboarding is done in a structured and quality assured way. ### 48. Great Customer Insights and Support **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** October 15, 2025 **What do you like best about Planhat?** Comprehensive platform for consolidating account details. Customer pages are highly flexible and provide all the details I need about a customer. The Support Team is fantastic, highly responsive and knowledgeable. **What do you dislike about Planhat?** Issues with the usage data integration between Planhat and our usage data provider. **What problems is Planhat solving and how is that benefiting you?** Consolidating all client details in one place. Giving proactive alerts on client health. ### 49. Complex use **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 10, 2025 **What do you like best about Planhat?** This tool is really useful for tracking activities, CSM workload, and client follow-ups. **What do you dislike about Planhat?** It’s not very intuitive, as it requires constant input from the team and isn’t always well suited for managing follow-ups with large client groups.It has a lot of functionalities, and we probably don’t use them all. However, it takes some time to really understand how it works, and not much time is allocated to our account or to communicating these new features — whether through newsletters or by our CSM — so the whole team doesn’t always receive the information. **What problems is Planhat solving and how is that benefiting you?** lients follow up ### 50. Great Customization and Data, but Buggy and Overly Detailed **Rating:** 4.0/5.0 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 customisation options, the in-depth data points gathered for each client and interaction. **What do you dislike about Planhat?** The bugs, the inconsistencies, and the excess of detail that can feel too heavy sometimes **What problems is Planhat solving and how is that benefiting you?** The necessity of having all relevant client info in one place, makes it easier for everyone involved on a client to be aware and up to date. ## 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=5§ion=pricing&secure%5Bexpires_at%5D=2026-07-04+12%3A05%3A05+-0500&secure%5Bsession_id%5D=4f0b715d-7516-4619-8597-ff590eb6bdf5&secure%5Btoken%5D=26b853dc2f92c273b4e3b1e02478d0c6451c897187d015b2df4d54f1b6a6f53d&format=llm_user) ## Planhat Integrations - [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) - [Fireflies.ai](https://www.g2.com/products/fireflies-ai/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) - [HubSpot Service Hub](https://www.g2.com/products/hubspot-service-hub/reviews) - [Insightly CRM](https://www.g2.com/products/insightly-crm/reviews) - [Jira](https://www.g2.com/products/jira/reviews) - [Microsoft 365](https://www.g2.com/products/microsoft365/reviews) - [Microsoft SQL Server](https://www.g2.com/products/microsoft-sql-server/reviews) - [Mixpanel](https://www.g2.com/products/mixpanel/reviews) - [Pendo](https://www.g2.com/products/pendo-io-pendo/reviews) - [PlanMill ERP Cloud](https://www.g2.com/products/planmill-erp-cloud/reviews) - [Proactivanet](https://www.g2.com/products/proactivanet/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) - [SAP Cloud ERP (SAP S/4HANA Cloud)](https://www.g2.com/products/sap-cloud-erp-sap-s-4hana-cloud/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 (503 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 (1,588 reviews)