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

"Great platform which has allowed us to streamline our workload."

What do you like best about Planhat? I really enjoy using playbooks. It makes tasks easy to follow, ensuring no steps are missed in the process. As well as this having access to all the platforms our workplace uses in one place really makes it easy for day to day tasks.

"Planhat helped us see + PREVENT churn BEFORE it happened. Easy to use platform - fantastic insights!"

What do you like best about Planhat? Easy to use, intuitive platform that gives me consolidated data in one place and ways in which I can then take action on this data. It helped simplify our client strategy and organize our CS reps across the entire customer base.

"The Customer Success platform!"

What do you like best about Planhat? The insights you get with all the different modules in your customers is exactly what every Customer Success team needs!

"Planhat is OUTSTANDING"

What do you like best about Planhat? Ease of use + playbook functionality. Truly automated so many of our motions and allowed CSMs to work more efficiently. Also gave us a single source of truth by which to view our customers (the customer 360). Prior to implementing Planhat, we'd pull data from 3-4 systems, throw that into Tableau and by the time we had a view of it, it was out of date.

"Better than pulling a rabbit-out-of-a-Hat kinda magic"

What do you like best about Planhat? Using Planhat has wholly changed my team's workflow and relationship usage. Not only is it entirely user-friendly, but it also focuses on making information accessible and digestible no matter your computer literacy.

"Planhat is one of the best customer success tools out in the market!"

What do you like best about Planhat? The health-score aspect is what I find the most impressive - I think it provides a lot of value to the team by tracking usage across different users.

"Perfecto to manage your clients!"

What do you like best about Planhat? How it easily displays all the info, and that is possible to linke it with other platforms like Slack, hubspot, etc i really like because its really clear and user friendly

"Efficient, easy to use, easy to categorise and organise clients"

What do you like best about Planhat? Lights for easy use, the filters for contacts, reminders, the connection to slack for alerts, What do you dislike about Planhat?

"Excellent CS Management Software. It has really simplified our activities."

What do you like best about Planhat? Conversation types. Playbooks Module

"Best CRM for Enterprises Business"

What do you like best about Planhat? I love the molding behavior of the app. You can create your own CRM as per your need for your own Business. I love the Customer Intelligent feature as well. Buy it.