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

"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!

"Great product to take your CS function to the next level"

What do you like best about Planhat? I liked the ease of set up, and how quickly I was able to get used to navigating the new system. The interface is a delight to use and my team was able to get up and running with a minimal amount of training.

"Great Product, excellent support"

What do you like best about Planhat? The health scoring and support have been instrumental in allowing us to continue to scale our business. What do you dislike about Planhat?

"Flexible Platform and API Makes it great for getting what you want out of it."

What do you like best about Planhat? I really enjoy how flexible and straightforward the API is. It makes adding that extra bit of functionality you need very easy.

"Good customer success and relatively easy to use tool"

What do you like best about Planhat? A clear way to view our interactions with our customers (automation/triggers), easy enough use of reports and good support

"Powerful CS Tool for a Single Source of Customer Truth"

What do you like best about Planhat? Planhat takes all our customer information and data that had been spread around multiple systems and combines it into one, actionable place. We had the data before, but it was hard to get, and you had to really know where to look. Now, we can see the complete view of every customer. We can analyze customer information at the individual customer level and aggregtate level to make better decisions and more efficently help our customers hit their goals. ...

"Great system and customer service"

What do you like best about Planhat? Planhat is extremely user-friendly and is able to integrate with all the systems and other platforms we use in our company.

"Beautiful UI, amazing support from our Planhat team"

What do you like best about Planhat? Our implementation team was the best! We had a super short timeline due to transitioning off of our previous CRM tool, and our Planhat CSM and TAM were incredibly supportive throughout the entire process, going above and beyond to provide world class service. They were available to answer our many questions and assist along every step of the way, and their expertise was invaluable as we determined not only the technical implementation work but also how ...

"Positive Experience"

What do you like best about Planhat? The platform is clean, easy to use and customizable. Being able to customize reports to stay on track of client management in a way that makes sense to 'you 'is beneficial.

"Planhat is a great CSM tool with a lot of possibilities that helps me in my daily work!"

What do you like best about Planhat? - The overview and how easy it is to filter - The possibility to customize it to our way of working