--- 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: '2026-07-07' 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 Workflow and Data Visualization to boost your efficiency and monitor your customers **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** October 14, 2025 **What do you like best about Planhat?** It's easy to create workflows and visualize the data you collect from your various systems. There are a lot of tools for making customer interactions more efficient, as well as for monitoring onboarding processes and other tasks. **What do you dislike about Planhat?** The new UI still has a few minor bugs, and in most cases, I need to refresh the page to see any changes. This means the user interface could definitely be improved. As for integrations, they function well if your systems are widely used, but if you rely on more niche systems, you may find yourself needing to create quite a few custom integrations. **What problems is Planhat solving and how is that benefiting you?** Having all our customers' information and statuses consolidated in one place has been incredibly helpful. It allows us to track customer interactions more effectively and makes our processes more efficient by automating tasks that were previously manual. ### 2. Using PlanHat on a daily basis with my team **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Hospitality | Mid-Market (51-1000 emp.) **Reviewed Date:** October 12, 2025 **What do you like best about Planhat?** The level of flexibility the system allows us is amazing - we can really tailor the platform to our needs and use it to measure our KPIs, team tasks, and our customers' performance. As a manager, I use the platform daily to review my team's performance, and I find it very easy to use. **What do you dislike about Planhat?** It took a while to get used to the platform. I wasn't part of the implementation team, as this was done by the CS operations manager, but getting used to the platform was a bit hard. In addition, there are a few things that are still on our wishlist and we can't get them just right, but I trust the company to develop them in the future. **What problems is Planhat solving and how is that benefiting you?** Managing our customers' portfolio in terms of risks, new upsell opportunities, renewals, expansions, and business reviews. ### 3. An app that someday can be something, now it is too unmature **Rating:** 1.5/5.0 stars **Reviewed by:** Verified User in Information Services | Mid-Market (51-1000 emp.) **Reviewed Date:** September 15, 2025 **What do you like best about Planhat?** Workflows are perhaps the most used feature. Ability to create views to a data object helps to understand the data. **What do you dislike about Planhat?** The data model is the most bizarre one I have faced, ever. You cannot link data from other data objects to another without some weird data structure manipulation. Data objects are separate animals in the silos. The user interface is not logical, or is applying a lot of logic that is not common from other applications. That makes tool to difficult to use. The documentation is basically useless, not only from content point of view, but also because it is referring to old UI (Planhat has released a new UI at some point). The documentation style and tone of voice is weird for application reference documentation. It is hard distill out the facts you would need to have to be able to do something. There are features that documentation does not talk about, which would be useful for the users to learn to use. **What problems is Planhat solving and how is that benefiting you?** The workflow management and customer account status. Workflow management works pretty well. ### 4. Strong Customer Support and Flexibility, but Confusing Structure and Lagging AI **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Design | Small-Business (50 or fewer emp.) **Reviewed Date:** October 17, 2025 **What do you like best about Planhat?** Great customer success team. Very flexible so able to mould it to how we need to use it. Gives us good visibility on our revenue data. Powerful platform to take action on our data **What do you dislike about Planhat?** Find the new structure to be confusing. AI capabilities are improving but seem to be lagging in the market **What problems is Planhat solving and how is that benefiting you?** Drives our renewals process and helps us forecast churn and expansion, giving us visibility into our current and projected NRR. Allows us to track and monitor customer interactions. Drives our account planning process with automations relating to SPICED documentation. Automates low value touch points relating to our customer lifecycle (such as renewal reminders). ALlows us to document, monitor and report on churn reasons. Give us the ability to score customer health and understand churn risk (although this is quite manual) ### 5. User-Friendly Interface and Effortless Data Integration **Rating:** 4.5/5.0 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?** The interface is straightforward and user-friendly, making navigation simple. Complex data is efficiently processed and presented in a way that is visually easy to understand. Workflows simplify the process of applying treatments, streamlining tasks. The product can be operated and managed without the need for dedicated resources or developers, which adds to its accessibility. Additionally, integration with various platforms ensures that relevant data is easily obtained and kept up to date. The product is very easy to implement. We use the product on a daily basis. **What do you dislike about Planhat?** Tech support could be improved, as the support team often takes a long time to respond. **What problems is Planhat solving and how is that benefiting you?** PlanHat allows us to view all communications and product usage in one place, making it easier to understand each account in a detailed and unbiased way. ### 6. Great Platform and great support for data-centric CS. **Rating:** 5.0/5.0 stars **Reviewed by:** Terry W. | Head of Customer Success Management, Mid-Market (51-1000 emp.) **Reviewed Date:** June 23, 2025 **What do you like best about Planhat?** Planhat is a great platform that has a lot of flexibility when it comes to building out integrations and customizing workflows. We've been able to centralize our data to make better decisions and work more proactively and are looking forward to getting more and more out of the features. My CSM team uses it every day and customer portals help keep what is important front and centre. Reporting and dashboards make access to critical data a breeze compared to previously. Their support team is a cut above the rest as someone with a lot of experience interacting with support in other tools - responsive, easy to work with and dependable. **What do you dislike about Planhat?** You'll need a CS Ops resource to get the most out of it. Old UI can be a bit click heavy but this has been addressed with the newer UI being rolled out. **What problems is Planhat solving and how is that benefiting you?** Before Planhat workflows were all managed through spreadsheets. Access to data and reporting was a nightmare and often took hours and hours to stitch basic monthly and quarterly reporting together. NPS was totally unreliable with bad response rates. CSM needed to use their judgement when it came to what was important for an account and much of the knowledge was institutional and in their heads. Health scores we had tried and failed many times. Visibility on customer health was a best guess and monitoring product usage was extremely time consuming and manual. Planhat has helped us solve all of these. ### 7. Great CSM Tool **Rating:** 5.0/5.0 stars **Reviewed by:** Frances B. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** October 09, 2025 **What do you like best about Planhat?** Having clear visibility of all my customer data. Being able to create reports and views to view it all. **What do you dislike about Planhat?** We implemented at a time when the UI was updated, so that's the only thing I'm struggling with at the minute, just getting used to swapping to the new! But this is just a timing issue for us. **What problems is Planhat solving and how is that benefiting you?** Planhat is solving how we monitor customer usage, and helping us score the health of customers. Before planhat it was all done manually per customer. Now we have a better view overall of how we're doing as a business. ### 8. Streamlined Customer Onboarding, Minimal Manual Effort **Rating:** 3.5/5.0 stars **Reviewed by:** Kayode D. **Reviewed Date:** October 22, 2025 **What do you like best about Planhat?** I appreciate Planhat's extended services, which were not available in other vendors I considered. It has significantly streamlined our customer onboarding process by eliminating the need for Excel sheets and numerous emails. This has enabled everyone on the team to clearly understand the stages of customer onboarding, and know precisely what the next steps are. I also find the automated emails to be the most beneficial feature, as they enhance our operations by ensuring effective communication without the need for manual intervention. These features have made using Planhat a great experience so far, contributing to more efficient and organized customer management. **What do you dislike about Planhat?** nothing **What problems is Planhat solving and how is that benefiting you?** I find the product streamlines customer onboarding, eliminates the need for Excel sheets and excess emails, and helps the team understand customer stages easily. ### 9. Great Customer Success platform with amazing service **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Translation and Localization | Mid-Market (51-1000 emp.) **Reviewed Date:** October 07, 2025 **What do you like best about Planhat?** Planhat is an extremely powerful tool that has changed how we manage our customers and dynamically measure customer health. Our CSM proactively reaches out to provide information about new features that I'd be interested in. When I have any issues configuring elements of the tool, the customer support team has also been fantastic. I'm in the product daily. The product has been easy to use, once configured, and I can quickly find the information about our customers that I'm looking for. **What do you dislike about Planhat?** The onboarding time to integrate data and create initial dashboards took longer than expected. **What problems is Planhat solving and how is that benefiting you?** Planhat is helping me spot potential issues with our customers earlier. With dynamic dashboards that integrate data from our primary data sources (CRM, call recordings, ticketing system), I can see quickly why a customer may/may not be healthy. ### 10. Good platform with powerful integration capabilities **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** October 07, 2025 **What do you like best about Planhat?** This tool provides a consolidated view of all clients, regardless of their stage in the lifecycle or their region. It has helped our team focus more effectively on important areas and streamline communication with all customers. Additionally, the support team is both responsive and dependable when it comes to following up on any queries or issues we encounter. **What do you dislike about Planhat?** The onboarding process requires a significant time investment, but this is necessary to fully realize the value of the solution. There are numerous features available, many of which we have not started using yet, and the platform has the potential to address most of our clients' use cases. **What problems is Planhat solving and how is that benefiting you?** This tool makes it easier to access all client contractual details, licenses, sentiment, and more in a single location, serving as a unified source of truth. ### 11. Powerful Data Access **Rating:** 4.0/5.0 stars **Reviewed by:** Timothy D. | Support Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** October 30, 2025 **What do you like best about Planhat?** It's easy to locate companies and access all the related data for each one. **What do you dislike about Planhat?** At first, it can feel overwhelming due to the sheer amount of data. However, once you get the hang of it, navigating and finding what you need becomes straightforward and easy. **What problems is Planhat solving and how is that benefiting you?** Previously, my data was spread across several different platforms, making it difficult to manage and access everything efficiently. Planhat has helped by consolidating all this information in one place, making it much easier to keep track of everything. ### 12. A tool that saves us time and brings us closer to our clients **Rating:** 5.0/5.0 stars **Reviewed by:** Manon M. | Co-Fondatrice , Small-Business (50 or fewer emp.) **Reviewed Date:** October 09, 2025 **What do you like best about Planhat?** Planhat has become a real asset for our organization. The support from our CS Manager, Irma, is very good: she is always available, responsive, and knows how to guide us to make the most of the platform. We are also eager to discover the new AI-based features announced, which promise to make the platform even more powerful and efficient. **What do you dislike about Planhat?** Getting started and adding data are not necessarily the simplest tasks, but the support is excellent. Moreover, the documentation and videos allow for skill development independently. **What problems is Planhat solving and how is that benefiting you?** On a daily basis, Planhat saves us time and helps us focus on what really matters: building trust with our clients, promoting adoption, and generating strategic impact. The whole team loves using it. ### 13. Excellent Customer Management System **Rating:** 4.0/5.0 stars **Reviewed by:** Yvonne O. | Adoption and Change Manager , Mid-Market (51-1000 emp.) **Reviewed Date:** October 13, 2025 **What do you like best about Planhat?** It was easy to start getting value early. We started without much of a technical team on our end and were able to get going quiet quickly. **What do you dislike about Planhat?** It could be easier to add to Copilot. Email formatting could be better. **What problems is Planhat solving and how is that benefiting you?** It's helping me manage my customers more effectively by consolidating data from multiple systems into one central location. It also enables me to run playbooks and follow structured processes, freeing up time to focus on other priorities rather than having to plan for every client scenario from scratch each time. ### 14. Incredibly intuitive and customizable **Rating:** 5.0/5.0 stars **Reviewed by:** Pablo G. **Reviewed Date:** October 10, 2025 **What do you like best about Planhat?** I love that Planhat is a powerful, comprehensive, and intuitive tool, which makes it easy to use. I appreciate the ability to customize workflows and views, adapting them to the specific needs of each team member. The support team's assistance is excellent during the setup, and the tool efficiently manages client organization and planning, allowing us to detect opportunities and risks in time. **What do you dislike about Planhat?** In the new version, we are seeing that there are some functionalities or options that do not follow the same criteria on different pages, but it is something we know Planhat is working on. **What problems is Planhat solving and how is that benefiting you?** I use Planhat to effectively manage the accounts in my portfolio, keeping clients organized and planned. It helps me detect opportunities and risks in time, which is essential for their management. ### 15. Highly Personalizable User Environment **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** October 13, 2025 **What do you like best about Planhat?** By providing a fully personalized environment for each team member, data becomes instantly accessible and easy to interpret. It has quickly become the central hub for CSMs, who use it daily to optimize their portfolios and proactively manage renewals. Beyond customer success, our finance team relies on it to monitor revenue in real time, ensuring alignment between operations and financial performance. This tool is transforming the way teams make data-driven decisions. **What do you dislike about Planhat?** Powerful, but it requires careful setup from the start. Fortunately, the Planhat CS team is always there to come to the rescue! 🙂 **What problems is Planhat solving and how is that benefiting you?** Helping the CSM team manage their portfolios, renewals, and upsells. The goal is to monitor customer health, take proactive actions when needed, and drive growth for both our clients and the business. ### 16. Planhat; Connecting Customers Insights into a Scalable Solution, UI is Problematic **Rating:** 4.5/5.0 stars **Reviewed by:** sheetal m. | Systems Manager , Arts and Crafts, Mid-Market (51-1000 emp.) **Reviewed Date:** September 22, 2025 **What do you like best about Planhat?** We get a comprehensive customer experience and insights from the app, and this makes the support team suitable We get a custom view and filters from the dashboard, and this helps us in managing our performance We obtain a score of our customer in a fruitful manner and this creates a suitable tasks management tool **What do you dislike about Planhat?** The complexity in learning the use if this app is something that makes most users feel disconnected The UI of Planhat is problematic and it looks cluttered and overloaded **What problems is Planhat solving and how is that benefiting you?** We use Planhat to consolidate customer data, and this ensure that we learn all trends and demands that clients have We monitor the process of customer outreach, which makes us discover new information concerning our clients We learn the customer lifecycle and purchasing habits and this makes it easy to conduct forecasts ### 17. Customer Success Ops **Rating:** 4.5/5.0 stars **Reviewed by:** Irene B. | Customer Success Operations, Mid-Market (51-1000 emp.) **Reviewed Date:** May 20, 2022 **What do you like best about Planhat?** Easy to use. Having all data in one place has been very useful, as well as the ability to track and log activities with customers and to implement automations **What do you dislike about Planhat?** The integration with Salesforce works well but we have not been able to synchronize all the data we would have liked because of some integration limitations and our complex structure in Salesforce. Some functionalities like the calculated metrics are not very intuitive, but the support team is always available to help. **What problems is Planhat solving and how is that benefiting you?** Tracking all touch points with customers, integrating best practices and processes through automation and workflows, implementing a health score, sharing information and resources with the customer through the customer portal, centralizing all relevant information for each member of the team ### 18. Great tool and wonderful support **Rating:** 4.5/5.0 stars **Reviewed by:** Kate W. | Global Head of Customer Success, Mid-Market (51-1000 emp.) **Reviewed Date:** August 11, 2025 **What do you like best about Planhat?** The ability to have a deeper (and real time) understanding of what is happening with our customers and their usage of our tool, how much we are interacting with them and where we need to make improvements. I like the 360 overview of each account and all the details one can add to highlight important information. The fact that individuals and teams can select and adjust the data the data that's relevant for them. Overall just really having a single source of truth and not having to login to multiple tools to get the information we need. The customer teams (Customer Success and Support) are incredibly knowledgeable and helpful. **What do you dislike about Planhat?** Often bugs take quite long to resolve and some logic (some sorting and visualisation logic) on the new Planhat don't make much sense and should be customisable. **What problems is Planhat solving and how is that benefiting you?** Helping us have a better overview of the state of our customers to ultimately reduce churn and drive NRR. ### 19. Excellent AI Support and Insights, But Needs Smoother Performance **Rating:** 3.5/5.0 stars **Reviewed by:** Michiel S. | Customer Success Operations Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** October 20, 2025 **What do you like best about Planhat?** The AI Support is top notch and it provides an easy way to gather insights across a portfolio. Managing fields is doable but more complex implementation of fields can sometimes take a bit longer. We use Planhat day in day out. **What do you dislike about Planhat?** It can be quite slow, buggy at times and more advanced automations require coding. Integration with different sources went reasonably well. It is quite difficult to track sync though. **What problems is Planhat solving and how is that benefiting you?** Client maintenance. Spending less time on admin tasks. ### 20. Great product and great onboarding **Rating:** 4.5/5.0 stars **Reviewed by:** Anouk d. | Customer Success Lead, Small-Business (50 or fewer emp.) **Reviewed Date:** October 10, 2025 **What do you like best about Planhat?** Planhat allows for a lot of customization - everything we have tried to set up so far has been possible (a scale CS motion, bulk emailing to PoCs, dashboards and overviews, automations). Their onboarding is great, really helpful and proactive and quick to respond **What do you dislike about Planhat?** I don't necessarily dislike this, but it is important to know that because you can do a lot with the product, you need to spend time getting to know the platform and understanding how it works. It takes a bit of time and effort which you shouldn't underestimate. **What problems is Planhat solving and how is that benefiting you?** It takes away a lot of the manual work in CS - things I'd otherwise spend hours on are now done in mere minutes. That's very valuable. ### 21. Everything you need and then some. **Rating:** 4.5/5.0 stars **Reviewed by:** Kim H. | Customer Success Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** October 10, 2025 **What do you like best about Planhat?** Creating automations and sequences, also the ability to fast filter down to a specific user group. Also our CSM Jacob is great and should get a raise :) **What do you dislike about Planhat?** I don't yet know all about it. Maybe a bit more colours in the UI. **What problems is Planhat solving and how is that benefiting you?** We are able to create a standard onboarding for all of our customers, big or small and therefore ensure that everyone gets the same experience. Having a automations also reduces the manual time that would otherwise be spent. ### 22. Planhat Review; Determined in Customer Satisfaction and Success, for Growth and Retention **Rating:** 4.0/5.0 stars **Reviewed by:** Sunnysher H. | Digital Marketing Expert , Medical Practice, Small-Business (50 or fewer emp.) **Reviewed Date:** September 25, 2025 **What do you like best about Planhat?** Planhat is determined to centralize every customer details into a simplified and accessible database The dashboard is designed in a flexible manner, allowing us to tailor customers success and provide reports Planhat stays aligned with support and sales through the successful collaboration mechanisms The app has versatile integration models with billing systems, CRM among others **What do you dislike about Planhat?** Configuration of unique workflow gets complex from Planhat To unlock full functionality of Planhat, some technical support and skills are required **What problems is Planhat solving and how is that benefiting you?** Planhat has consolidated every data regarding to customers in a single roof, ensuring that we capture the exact customer success We proactively manage customer issues through the analytics process conducted to help us learn behaviors We remain visible of new opportunities, chances for expansion, through the positive customer experiences ### 23. Planhat has enabled our global Client Success team to align on key accounts and team metrics. **Rating:** 4.0/5.0 stars **Reviewed by:** Brian G. | Head of Client Success, North America, Mid-Market (51-1000 emp.) **Reviewed Date:** October 06, 2025 **What do you like best about Planhat?** Planhat enables our global Success team to prioritize accounts, plan for renewals, address risk, and provide visibility to other parts of the business. The CS team at Planhat is very engaging and helpful. **What do you dislike about Planhat?** Historical reporting is not very helpful once a customer has churned and becomes a past customer, making it difficult to analyze historical churn reasons and trends. **What problems is Planhat solving and how is that benefiting you?** We are able to take a methodical, defined approach to create a consistent and best-in-class experience for our customers by using Planhat's solutions. ### 24. Messy, Outdated System That Feels Unnecessary Next to a Well-Designed CRM **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Internet | Mid-Market (51-1000 emp.) **Reviewed Date:** March 31, 2026 **What do you like best about Planhat?** I'm not a big fan. I found it a bit messy and outdated system. **What do you dislike about Planhat?** Dedicated Customer success platform are a nice to have but you can definitely build something similar into a well designed CRM **What problems is Planhat solving and how is that benefiting you?** It helps measure success scores and is supposed to anticipate churn by using signals, but most of the time we end up just filling in information for upper management, and it doesn’t really benefit clients. ### 25. Advanced Automation with Stellar Support **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Internet | Mid-Market (51-1000 emp.) **Reviewed Date:** October 17, 2022 **What do you like best about Planhat?** I find the automation tools in Planhat incredibly powerful, allowing me to create, update, and communicate information effortlessly. The onboarding playbooks and strategy make the setup process much easier, making me feel supported and not alone. Planhat greatly enhances my team's organization and awareness through its structuring capabilities, and I appreciate its potential for continuous improvement through AI and detailed feedback. **What do you dislike about Planhat?** Planhat does not currently provide information regarding event event properties, which limits my ability to track these details easily. Additionally, there is a lack of functionality to display what has happened on an account over the last week, making it difficult to get a historical view without manually checking the dashboard. Also, I cannot automate alerts for behaviors that occurred in the previous week, which would be helpful to manage accounts more proactively. **What problems is Planhat solving and how is that benefiting you?** I use Planhat to automate processes, structure CSM’s day, update databases, and enhance team communication, leading to better account visibility and operational efficiency. ### 26. Excellent onboarding experience **Rating:** 5.0/5.0 stars **Reviewed by:** Sarah F. | School Experience Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** October 13, 2025 **What do you like best about Planhat?** Customer support team is available and easy to work with. Ease of use, ease of implementation. Ease of integration, lots of features available. It has been easy to work with the implementation team, easy to use with accessible help guides/videos. **What do you dislike about Planhat?** I haven't found them yet! As I get into workflows a bit more we'll see if there are any bumps I run into. **What problems is Planhat solving and how is that benefiting you?** Bringing together data from multiple platforms used across the company, enabling customer success. ### 27. Simple Design with Structured Tasks **Rating:** 4.5/5.0 stars **Reviewed by:** Lizaveta M. | Learning Coach, Enterprise (> 1000 emp.) **Reviewed Date:** October 21, 2025 **What do you like best about Planhat?** I like the way it's structured: simple but structured design. **What do you dislike about Planhat?** Sometimes it's a bit slow in updating the pages I want to visit, but overall all is good. **What problems is Planhat solving and how is that benefiting you?** As a Learning Coach, I have a busy calendar filled with daily tasks. This tool helps me stay organized and makes it easier to track performance. Additionally, it provides up-to-date contact and personal information for each customer, along with details about their study journey. ### 28. Planhat: Comprehensive and Reliable Platform for Customer Success Management **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Human Resources | Small-Business (50 or fewer emp.) **Reviewed Date:** October 15, 2025 **What do you like best about Planhat?** Planhat is my favorite system to track everything related to CSM. It provides very useful data, great filters, and powerful reporting. The revenue module is excellent for tracking renewals, NRR, ARR, and MRR. Irma is fantastic to work with, the company is truly customer focused and offers great service. I’d definitely recommend Planhat to any team looking to streamline Customer Success and revenue management. **What do you dislike about Planhat?** Nothing really, I think I could have used it better get more out of it. **What problems is Planhat solving and how is that benefiting you?** Planhat solves the challenge of managing all aspects of Customer Success in one platform. It provides clear visibility into renewals, NRR, ARR, and MRR, and the revenue module makes tracking these metrics effortless. The filters and data insights help us prioritize work and make informed decisions. Additionally, the playbooks automate emails and other routine processes, saving time and ensuring consistent communication with customers. Overall, it streamlines CSM workflows, improves efficiency, and helps us stay proactive with our accounts. The customer, focused support, especially from Irma, adds even more value, we feel confident knowing help is always available. ### 29. Data-First Integration Shines **Rating:** 5.0/5.0 stars **Reviewed by:** Gilles B. | VP of Customer Success, Small-Business (50 or fewer emp.) **Reviewed Date:** October 20, 2025 **What do you like best about Planhat?** Data first approach makes it easier to integrate with. **What do you dislike about Planhat?** The new UI has been extremely challenging to get used to. **What problems is Planhat solving and how is that benefiting you?** IT gives us insights to what parts of our platform the Customers are using and if they are getting value. It provides a single source of truth when it comes to customer and provides a portal for them to add business objectives and see how they are getting value from our platform. ### 30. My Interactions with Planhat; Overall Insights from the Platform **Rating:** 4.5/5.0 stars **Reviewed by:** Mikes L. | Senior Accountant , Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** September 05, 2025 **What do you like best about Planhat?** Planhat is designed in a friendly manner, and we manage customers with extreme patience and no required training The application helps consolidates customer experience and data, giving us an insightful overview or analysis Planhat has provided customizable dashboard, which helps us in KPI management We integrate Planhat with multiple CRM which makes customer satisfaction more **What do you dislike about Planhat?** Planhat has price issues, which calls for more money to expand performance. Configurations during the initial set up is something that brings hardship in a company **What problems is Planhat solving and how is that benefiting you?** We consolidate data using Planhat, something that helps us handle multiple tasks in our company We have automated most of tasks, with credible solutions for relationships control and service delivery We use the app for custom performance evaluation, which gives us a solid overview of our progress as a company ### 31. Centralized Data Shines, But Miss the Old Design and Usability **Rating:** 4.0/5.0 stars **Reviewed by:** Glody M. | CSM, Small-Business (50 or fewer emp.) **Reviewed Date:** October 20, 2025 **What do you like best about Planhat?** ALLT THE DATA IS CENTRALISED, that is reaaly ghood **What do you dislike about Planhat?** The old planhat was more beatufull, especially with the colors. It was also easier to make data tables. Finally in the old planhat we were able to open an new company on a new tab. I really miss this. It woul dbe nice to intergate data from fyxer or sana **What problems is Planhat solving and how is that benefiting you?** I can follow up all my data, meetings, notes in 1 platform ### 32. A CS product where the CS team goes above and beyond **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Mental Health Care | Small-Business (50 or fewer emp.) **Reviewed Date:** November 11, 2024 **What do you like best about Planhat?** The ease of use, customer support, and technical assistance alongside the Planhat learning portal have been incredible. Setting up the account from Planhat's side was very clean and easy - Planhat's API is brilliant. **What do you dislike about Planhat?** Certain reports in the Customer Intelligence tab have a maximum number for reporting (for companies) which means I can't visualise my data fully through Planhat. This is very minor though! Sometimes it can feel like there is an overwhelm with just how many features there are. We've been using Planhat for 2 years and realised that we hadn't been onboarded on tools that would have been really useful - although our experience was still great despite that. **What problems is Planhat solving and how is that benefiting you?** Planhat allows our partners to see their account usage in real team. It also allows us to seamlessly interact with our partners in a centralised and standardised way. Internally, we are able to track conversations, health, renewal updates, usage & data. Now we can now store our account & success plans in one place along with our updates and CRM. ### 33. One of the most comprehensive CS tools **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** October 10, 2025 **What do you like best about Planhat?** Planhat is a particularly comprehensive CS management tool. It offers a centralized and fully customizable view of clients, allowing for a 360° view of each account. Dashboards, metrics, and playbooks can be tailored to precisely meet the needs of our organization. Another advantage lies in the automation of processes and integration with external tools. Planhat's interface has been designed to be intuitive, and the new version offers even more customization options for views, which simplifies report creation and account management, while improving user productivity. It's truly an everyday tool for CS! **What do you dislike about Planhat?** Customer support sometimes lacks responsiveness and occasionally does not respond precisely to requests. **What problems is Planhat solving and how is that benefiting you?** There is no fragmentation of customer data, allowing for a 360-degree view. Some tasks are automated, the identification of at-risk customers is facilitated, and reporting is efficient. ### 34. Transformative for my team and helpful to understand our data as we scale. **Rating:** 4.5/5.0 stars **Reviewed by:** Erica L. | Alliance Operations Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** October 06, 2025 **What do you like best about Planhat?** Super beneficial as my company scales their business. Have a place of truth for business process, work flows, email templates, and account data. **What do you dislike about Planhat?** It is not the easiest tool to use my opinion. I still need to familiarize myself with the filters and different features. **What problems is Planhat solving and how is that benefiting you?** Store and analyze our data and understand our clients accounts. Work flow checklist to ensure we are staying organized and on top of our accounts. Email templates to decrease manual task. ### 35. Very good tool to structure your strategy **Rating:** 4.0/5.0 stars **Reviewed by:** mehdi j. | Head of Customer Success, Mid-Market (51-1000 emp.) **Reviewed Date:** October 13, 2025 **What do you like best about Planhat?** I do like the possibility to create a complete view through dashboards of what we want to track on almost all levels of a client : customer journey, health scores, phases, etc. You can rely on a lot of templates but also 100% customized information using integrations such as Salesforce for us. **What do you dislike about Planhat?** The tool is complex to use on some levels and the adoption take quite some time when you have never used a similar tool. It lacks simplicity sometimes **What problems is Planhat solving and how is that benefiting you?** have a better clarity and visibility on our whole portfolio and scale on the structure to follow KPIs. Also, it helped set up nice automation to reduce low value work. ### 36. Effective CRM with Some Bugs to Fix **Rating:** 3.5/5.0 stars **Reviewed by:** Jake S. **Reviewed Date:** October 17, 2025 **What do you like best about Planhat?** I find the 'how-to' videos very useful for setting up, making the initial setup process much easier. I appreciate how Planhat helps us understand customer health and relations, which is vital for our efforts in the products team. I really like the dashboards that provide a daily snapshot of support tickets and customer discovery documents. **What do you dislike about Planhat?** I dislike that there are quite a lot of bugs in Planhat, which sometimes require me to refresh the page. This disrupts my workflow and makes it a bit frustrating to use. **What problems is Planhat solving and how is that benefiting you?** I use Planhat to understand customer health and relations, benefiting my team by focusing efforts on product development and strategy. ### 37. Comprehensive Customer Management Made Easy with Planhat **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Consulting | Mid-Market (51-1000 emp.) **Reviewed Date:** October 22, 2025 **What do you like best about Planhat?** As a Customer Success Manager, I appreciate the ability of Planhat to manage different customers inside the same platform, with a lot of possibilities for each one (customer's details, revenue, key dates, products, opportunities, risks, churn, playbooks, strategies, recent activities, list of end users, notes and notifications). **What do you dislike about Planhat?** There are sometimes too much personalisation options and not all available possibilities are available to my role. **What problems is Planhat solving and how is that benefiting you?** For each stage of the customer journey, playbooks with clear tasks are presented, together with tick boxes. It ensures that I don't forget anything for each stage. It's also a good way to centralise data about my customers. ### 38. Great Customization and Support **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** October 14, 2025 **What do you like best about Planhat?** I appreciate how customizable it is, as well as the quality of its support staff. I use it every day and find it extremely helpful for keeping up with activities related to client engagement. **What do you dislike about Planhat?** It can take quite a while to reach a real person through support. While the staff are knowledgeable and helpful once you get through, the process is often slow. Sometimes, the bot takes too long to respond, and then there is an additional wait before you can speak with an actual person. I wish the help could be more immediate. **What problems is Planhat solving and how is that benefiting you?** It gives our firm a comprehensive perspective on each client's relationship with us. This allows us to better understand the overall health of an account, gauge client engagement, and identify opportunities for upselling, as well as areas where there may be a risk of cancellation that we should monitor. ### 39. Centralized Account Management and Clear Client Insights with Planhat **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 16, 2025 **What do you like best about Planhat?** What I like most about Planhat is the ability to view all of my accounts in one centralized place. I can easily see how often I’ve communicated with my clients and track their performance month over month. This visibility helps me tell a clearer, data-driven story to leadership and set more accurate expectations around churn each year. **What do you dislike about Planhat?** The only downside of Planhat is the time and effort required to tailor the product to our specific needs. While we’ve successfully launched it internally, we continue to make ongoing updates and refinements to ensure it aligns perfectly with our team’s workflows. **What problems is Planhat solving and how is that benefiting you?** Tracking churn, revenue and communication. ### 40. Super Easy to Use and Navigate **Rating:** 4.0/5.0 stars **Reviewed by:** Nick F. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** October 16, 2025 **What do you like best about Planhat?** Very easy to use and it's easy to navigate through the platform **What do you dislike about Planhat?** I dont have extensive use of the platform so it's hard to say. I feel like it would be easier for me to comment if I had more an 'admin' like permission **What problems is Planhat solving and how is that benefiting you?** Its helping me to organize my clients into particular categories and manage the client itself with tasks and key indicators of intent ### 41. Perfect for scaleup to build focus on customer data **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** October 30, 2025 **What do you like best about Planhat?** The number of features, amount of relevant data and combinations between these one can view and filter The modules, and structure of data within each module including ease of integration with key systems Customer support, responsiveness, and sharing of detailed improvements are good **What do you dislike about Planhat?** Going from basic to next phase (more value-add) requires dedication and focus. Could get more auto-support in this area. More templates and suggestions on what to look at next to improve our setup and usage **What problems is Planhat solving and how is that benefiting you?** 360 review of customer profile, usage, support, and engagement. All info in one place collected from multiple systems. ### 42. Powerful Insights and Automation, But Has Learning Curve **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in E-Learning | Small-Business (50 or fewer emp.) **Reviewed Date:** October 29, 2025 **What do you like best about Planhat?** Planhat makes my life as a CS leader truly go round. It gives us great visibility, insights on how clients are doing, and easy ways to automate our life all in one place. **What do you dislike about Planhat?** The learning curve is somewhat substantial - where to find everything and how to take advantage of features takes work. It's not as intuitive as I thought it would be and the amount of information can be overwhelming at times. **What problems is Planhat solving and how is that benefiting you?** Planhat solves out need to have everything from client facts to automation to NPS to revenue to sales visibility all in one spot. ### 43. Solid Customer Success platform **Rating:** 3.5/5.0 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 the customization options for creating things like Account Plan pages and success plans. Ability to start small and then build as you learn more ways to use the tool. **What do you dislike about Planhat?** Not great if you plan to use for customer marketing. The email functionality is limited based on your plan. Formatting is in HTML - not ideal for someone without a coding background or any in-house resources to help. Can be a bit complex and difficult to learn at first. The data filters can be difficult to set up and are not easy or intuitive. **What problems is Planhat solving and how is that benefiting you?** Planhat is the platform for our CS team. We use it to keep all information regarding our customers in one central place. It provides great visibility across the organization for anyone to understand customer status and things like contract details. ### 44. Boosts Workflow Efficiency Despite Minor UX Challenges **Rating:** 4.5/5.0 stars **Reviewed by:** Patrick C. | Scale Lead, Mid-Market (51-1000 emp.) **Reviewed Date:** October 14, 2025 **What do you like best about Planhat?** I love how Planhat boosts my team's efficiency by automating and speeding up workflows. The risk management and opportunity oversight are top notch, helping streamline tasks. The integration with tools like HubSpot, Gmail, and Fireflies enhances our productivity. The dashboards and data visualization features make data management intuitive and efficient, and the product offers a solid value proposition to our team's workflow. **What do you dislike about Planhat?** Sometimes it feels like it's hardest to find things than it should be. Potentially some minor UX changes. **What problems is Planhat solving and how is that benefiting you?** I find Planhat streamlines sales and data visualization, automating workflows and helping manage risk and opportunities, reducing my time spent in other tools. ### 45. Great tool and love the CSM follow up. **Rating:** 4.0/5.0 stars **Reviewed by:** Philippe V. | Senior Customer Success Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** October 13, 2025 **What do you like best about Planhat?** The customer support has been excellent, and I really appreciate the follow-up from my CSM. The tool itself is user-friendly and has an appealing layout. **What do you dislike about Planhat?** In my view, the cost of Planhat is quite high—perhaps even excessively so. **What problems is Planhat solving and how is that benefiting you?** It has been very helpful in giving us a clear overview of our onboarding processes, as well as assisting us in keeping track of our daily client interactions. ### 46. Powerful, Time-Saving Tool with Intuitive Dashboards **Rating:** 5.0/5.0 stars **Reviewed by:** Morgane D. | Manager of Customer Success / Support, Mid-Market (51-1000 emp.) **Reviewed Date:** October 27, 2025 **What do you like best about Planhat?** Planhat is a very powerful tool that allows us to proactively monitor our customer base. The dashboards are easy to create, and an overview allows CSMs to prioritize daily tasks. A real time saver for operational teams! **What do you dislike about Planhat?** The features are sufficiently comprehensive to satisfy our needs. **What problems is Planhat solving and how is that benefiting you?** Planhat helps us anticipate customer churn thanks to the healthscore we've implemented ### 47. Excellent reporting and easily integrates! **Rating:** 4.5/5.0 stars **Reviewed by:** Jackson H. | COO and Co-Founder, Mid-Market (51-1000 emp.) **Reviewed Date:** October 23, 2025 **What do you like best about Planhat?** The reporting features are excellent, and I appreciate how easily it integrates with our other data sources. **What do you dislike about Planhat?** We have been using it for over three years now, and at this point, I can't think of anything I dislike about it. **What problems is Planhat solving and how is that benefiting you?** This tool enables our customer success team to effectively manage every client by streamlining workflows and keeping us organized. ### 48. Simple and Effective **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** October 10, 2025 **What do you like best about Planhat?** We have all our client information in one place, so while we work across teams, all people can feed into the platform & help push projects and objectives forward. **What do you dislike about Planhat?** The calendar view for tasks isn't interactive, so you can't edit the tasks from that view, which is annoying as you have to click into each individual task to adjust any times or descriptions. **What problems is Planhat solving and how is that benefiting you?** Problem: Lack of awareness of client health Solution: Planhat is solving this in multiple ways: the centralisation of the information, the tasks/notes/comments all tracked, the health scores, etc. Making it easier then ever to review how the client is perfoming ### 49. Facilitate Management, but the Complex Dashboard **Rating:** 4.5/5.0 stars **Reviewed by:** Alizé C. **Reviewed Date:** October 22, 2025 **What do you like best about Planhat?** I love the data part where I can create views, which is incredibly useful for tracking the existing business. The ability to manage my tasks makes the work really satisfying and makes life easier for CSMs. The fluidity and customer experience offered by Planhat are also very comprehensive, which motivates me to continue using it. The integration with Hubspot is an additional advantage that simplifies our workflow. **What do you dislike about Planhat?** I find that the dashboard section is very difficult to understand. **What problems is Planhat solving and how is that benefiting you?** Planhat helps me track all existing business and create tasks, making life easier for CSMs. ### 50. Visibility and Insights with Planhat **Rating:** 4.0/5.0 stars **Reviewed by:** Ashley O. | Vice President Customer Success, Mid-Market (51-1000 emp.) **Reviewed Date:** November 19, 2025 **What do you like best about Planhat?** I love the visibility Planhat gives me—clean dashboards, clear signals, fast insight into risk, workflows and actions needed. We also have received amazing support from Sabrina and Harrison! **What do you dislike about Planhat?** We had a very difficult time getting our platform set up with the new UI. Support was helpful but it still takes a lot of time and resources. **What problems is Planhat solving and how is that benefiting you?** Planhat brings all data—product, LOBs, revenue, communication—into one place so we can make informed decisions and have better visibility into our customers in one central location. ## 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=4§ion=pricing&secure%5Bexpires_at%5D=2026-07-07+15%3A25%3A02+-0500&secure%5Bsession_id%5D=77b26917-8796-4142-aa24-5bc7c95fcec2&secure%5Btoken%5D=1ad8d82b52408198cfde37b92866f1a4f9fe45d505977633a10ba4d8ff5a0f07&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) - [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 **Responses** - Personalization - Route To Human - Natural Language Understanding (NLU) **Onboarding Setup** - Workflows - Templates - Checklists **Automation - AI Agents** - Sales Follow-Up - Customer Interaction Automation - Lead Generation - Document Processing - Feedback Collection **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 **Platform** - Conversation Editor - Integration - Human-In-The-Loop **Project Tracking** - Monitoring - Resources - Content - Tasks - Optimization **Autonomy - AI Agents** - Independent Decision Making - Adaptive Responses - Task Execution - Problem Solving **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 **Generative AI** - AI Text Generation - AI Text Summarization **Agentic AI - AI Agents** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **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 (504 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 (1,589 reviews)