Planhat Reviews & Product Details - Page 6

I love the Customer Intelligence and Actions part of Plannat! Prior to Planhat I was using spreadsheets to try to keep track of my KPI's. Now with plan hat, I can stay organized, respond to customers, plan my day, all while my KPI's are naturally being updated. My Director knows exactly what I have been doing. It's a great platform to capture multiple pieces of information for my book of business! Review collected by and hosted on G2.com.

I woukd live for Planhat to allow me to add Actions associated with multiple customers. Review collected by and hosted on G2.com.

Planhat is highly praised for its user-friendly interface and robust customer health scoring features. Users appreciate the ability to customize dashboards and access real-time customer data, which helps in making informed decisions and improving customer engagement. Review collected by and hosted on G2.com.

Some users find the pricing structure to be on the higher side, particularly for smaller companies. There are also mentions of a steep learning curve when initially setting up the system and configuring all its features. Review collected by and hosted on G2.com.

I enjoy being part of the process that helps us create & build our CRM platform so we can get the best value out of it for our customers. We have an awesome Planhat CSM (Lisa) and support team & they are very engaged to help us achieve our goals with the platform.

I'm excited to start building customer portals with our customers to increase engagmeent and partnership with them. I'm also looking forward to building out at risk motions and leveraging the data within the tool. Review collected by and hosted on G2.com.

Initially we had intermittent issues with note taking but that seems to be resolved now. It would be handy to be able to see our support tickets & their status etc. Review collected by and hosted on G2.com.

I use it almost everyday

All the infos gathered in the same place

Full overview of my clients

Reports on a lot of KPI's: number of activities, quality of the relation, etc.

Synchronisation with all the ecosystem of the business

The support replies in one or two hours Review collected by and hosted on G2.com.

Synchronisation takes a lot of time, is lost often.

No email builder, would be great to have one.

Activities are not registered automatically (call/meetings) Review collected by and hosted on G2.com.

Planhat offers comprehensive customer success management with an intuitive interface, advanced analytics, and proactive engagement. The platform's user-friendly design, extensive metrics, and timely customer support make it a game-changer for businesses. Highly recommended! Review collected by and hosted on G2.com.

The portal page function is difficult to format. Needs work. Review collected by and hosted on G2.com.

I enjoy working with the workflows in Planhat, to have a structured approach consitent for the CSM team. I use the comment fields a lot to communicate with my manager and coworkers. I like the details and insights it offers in my (way too large) portfolio. I like that it´s integrated with Slack. I use it everyday, all day, multiple times per day Review collected by and hosted on G2.com.

It took some time to learn working with PH, for a while it was information overload. At this point I´m still seeing how to use the Customer Intelligence module. Review collected by and hosted on G2.com.

The workflows in Planhat have really helped our team stay organized and on top of all our customer-related tasks. I can easily track progress, log updates, and collaborate with other team members, which keeps us all on the same page. Their support team is also fantastic—every time I’ve had a question or needed help, they've been quick to respond and always offered practical solutions. Review collected by and hosted on G2.com.

If I had to mention something, it would be the lack of a quick way to go back to a previous page in the UI. It’s a small issue, and I’ve already heard they’re working on fixing it, so it’s not a big deal. Overall, there’s really nothing that would make me rethink using Planhat—it's a solid tool. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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

Integrations: It's integration with SF has proven to be so much more robust than pervious platforms we have used.

Support: The support, onboarding and CS, specifically Sabrina, has been an amazing help to us Review collected by and hosted on G2.com.

the logic behind views of tasks/meetings is a bit confusing. There seemingly needs to be a lot of folders and filters to get a clean view of daily expectations for a CSM Review collected by and hosted on G2.com.

I can track my activity with clients, I keep all my notes there, I manage onboardings, upsells, renewals. I track client health and I make sure I'm always on top of my portfolio. Review collected by and hosted on G2.com.

Can't think of anything, I'm not a power user so I don't see what could be improved (maybe being able to set colors to your tasks). Review collected by and hosted on G2.com.