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

"Super buggy product, that does not enable us to do anything really"

What do you like best about Planhat? There are some pretty nice ideas, with extremely poor execution. Since I have to mention something here: The Customer Portals are nice, but even those do not work reliable

"Planhat is very useful and we can create playbook to remind the task"

What do you like best about Planhat? Playbook to remind tasks and we should not have to keep a separate notes. What do you dislike about Planhat?

"The best platform for an efficient CSM"

What do you like best about Planhat? I like automatically seeing tasks that are due or coming up soon. I can easily get a birdseye view of an account's health and who/what features of our product are being used

"Planhat gives me so much visibility!"

What do you like best about Planhat? It's allowing us to pull in so much customer data from a multitude of systems and have it all visible in one place. What do you dislike about Planhat?

"Great tool for consolidating your customer data"

What do you like best about Planhat? Having a single source of truth that can consolidate all data pertaining to a customer's account. What do you dislike about Planhat?

"Very flexible and complete CS tool"

What do you like best about Planhat? It's a very powerful and flexible tool. We had multiple specifications for our business and we were able to adapt Planhat to our needs without problems. Continuous improvement is also another thing I like about Planhat, they're launching new features regularly and improving the product by listening to their clients. Their support chat is great, quick and good answers.

"Everything you are looking for in a Customer Success tool"

What do you like best about Planhat? Robustness - we can achieve everything we need What do you dislike about Planhat?

"Planhat is like an extra team member"

What do you like best about Planhat? Having all your customer data in 1 place of course is already a big win but to make it actionable and clear for everyone, that's an entirely different thing altogether. For us, Planhat is like an extra team member that always knows what's up with our customers and what the next action should be. Aside from this, their onboarding and (tech) support is absolutely awesome. Of course, being a CSM platform, this comes with the territory but nevertheless it's ...

"Awesome software"

What do you like best about Planhat? The platform gives us the possibility to keep up with our customer journey and satisfaction. We love the CSM Health and all the other tools we have available.

"Great customer success management system with a bright future"

What do you like best about Planhat? structured and easy UI and UX, driven by data and segmentations for every day business decisions, overviews and tables, 360 customer profiles, customer portal, great support and success manager, customizable fields still easy to setup, powerful API