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

"Great CS Tool"

What do you like best about Planhat? Planhat is an incredible tool to organize your customer list and amalgamate your data. Having all of our conversation data, revenue data and app activity data in one place is a game changer

"Easy to use, great customer insights, world class support"

What do you like best about Planhat? We use the calculated metrics to set up automations to help optimize processes between CS and Sales. It's easy to track all of our customer data and we use their integrations heavily. The UI is easy to use and fun to set up. The learning curve isn't that big, and many customization options exist. The support team is very responsive (within minutes) and are always happy to help and answer questions. Our CSM Peter, is incredible and gives world class ...

"Useful and user friendly"

What do you like best about Planhat? What I like the most is that I can keep track of my clients, metrics, revenue, contact information, and I also like the feature that all my emails are linked to the platform and is visible to anyone with access

"Useful and user friendly"

What do you like best about Planhat? What I like the most is that I can keep track of my clients, metrics, revenue, contact information, and I also like the feature that all my emails are linked to the platform and is visible to anyone with access

"Super Important for Customer Journey Mapping"

What do you like best about Planhat? I like the simple yet robust UI that Planhat offers. Because of this, it seems to adapt to any business case. The purpose of the tool emphasizes that CX is a large part of any product or service offering, and it is essential to let customers know that we are using their data to provide valuable insights that will better serve them.

"AWESOME!! Using PlanHat has helped me with improved oversight and saves me time!"

What do you like best about Planhat? Reporting, email templates and playbooks. Having access to all of these features makes my life easier and helps save my team members time.

"Amazing Tool, Amazing Team"

What do you like best about Planhat? Planhat has significantly improved my workflow and streamlined my tasks allowing me to spend more time on meaningful touchpoints with my clients. The onboarding process was incredibly thorough and easy to follow. The Planhat team has been fantastic to work with throughout this process!

"The Sales and Implementation process so far has been second to none!"

What do you like best about Planhat? The platform is clean and easy to use so far. The support in the onboarding process has been phenomenal. What do you dislike about Planhat?

"The Cheesecake Factory of CRMs. So many options it can be overwhelming, but worth it in the end!"

What do you like best about Planhat? I really love how the platform can pull in tons of information. I love being able to score and organize all my accounts as well as being an account manager. Having a page I can go to to see an overview of simple tasks or playbooks is also a plus.

"Relentless support from a highly professional team of experts"

What do you like best about Planhat? I'm not an technically-minded person, nor is my background in customer support. That said, much of what I do on a day-to-day basis includes both skillsets. Despite that, I've been successful in my position thanks to the Planhat team, whose ongoing support, guidance, and user interface have given my team everything we've needed for success (and then some). We are by no means the easiest client and have asked for several customizations, all of which the ...