Planhat Reviews in February 2025: User Ratings, Pros & Cons

"Next Level Customer Insights!"

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.

"Simple to use and saves so much time"

What do you like best about Planhat? I love how intuitive the system is and being able to see live data and information without spending ages finding it. What do you dislike about Planhat?

"The Only CS Platform I Can See Myself Using"

What do you like best about Planhat? I have used Planhat as a CSM and in an Administrative capacity and been involved in implementations for 3 additional brands, and Planhat has been nothing short of a boon to our CX teams. The flexibility, insights, support and continuous improvements of the platform are all highlights. We have been able to achieve complex and actionable insights surrounding our customers that we would have never thought possible before implementing the platform. And as we ...

"Planhat is a game changer!"

What do you like best about Planhat? Customizable, intuitive, and EFFECTIVE, Planhat is helping our organization work smarter, not harder, when it comes to supporting our clients. We've received prompt support, ideas + best practices, and training to help get our organization up and running. We also LOVE that we have unlimited seats so everyone in our organization can use Planhat to get visibility into our clients.

"Excellent platform to aggregate all CS data and ensure all parts of the org are aligned"

What do you like best about Planhat? Planhat allows our implementation team, CSMs, operations team, and leadership to have visibility into all customer-related activities and metrics, including usage data, customer health scores, customer communications, and more. The platform enables our team to efficiently collaborate and communicate regarding everything customer-related. Since implementing Planhat, our understanding of our customers has dramatically improved.

"Excellent Platform for CS Teams"

What do you like best about Planhat? Our team really enjoys the playbook features in Planhat - we've been able to quickly iterate and implement them to provide leadership with a good picture of our processes and progress.

"Great service, easy to use platform"

What do you like best about Planhat? My team feels supported by our CSM to be there whenever we want to enhance current business processes. He comes with best practices and is willing to build out reports, dashboards, or anything else that would make our day-to-day a bit easier.

"Great service, easy to use platform"

What do you like best about Planhat? My team feels supported by our CSM to be there whenever we want to enhance current business processes. He comes with best practices and is willing to build out reports, dashboards, or anything else that would make our day-to-day a bit easier.

"Amazing tool that allows CS teams to stay on top of the game!"

What do you like best about Planhat? One of the most user-friendly interfaces! Within one week of Planhat usage as an admin and with no prior experience I was able to perform almost all needed assignments. Planhat is very intuitive!

"Very Easy to Setup, Very Easy To Use. Love it"

What do you like best about Planhat? We have recently implemented PlanHat in to our organisation for use with Customer Success. The whole process of OnBoarding to getting started has been extremely easy - I've set up other systems like PlanHat previously and this was by far the most straightforward. The support and assistance we received from PlanHat, in particular Sam, via our weekly onboarding calls was excellent. If we ever had a question or problem - Sam or the support team were there ...