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

"My experience with Planhat has been incredible!"

What do you like best about Planhat? The customization that we are able to have with Planhat is unmatched. We love the Customer Portal, the ability to create dashboards ourselves, and the opportunity for automation in our daily routines. What we like best is the personnel. Everyone we have come in contact with, from sales to our CSM, Peter Robatille, has been personable, helpful, and willing to get creative with us to achieve our goals.

"Extremely Intuitive"

What do you like best about Planhat? Planhat is simple to usee, extremely powerful, has straightforward billing and customer support is bar none the best. Shout out to our awesome CSM Peter!

"Extremely Helpful CS Software!"

What do you like best about Planhat? I love how Planhat can take care of ALL my CS needs! Previously we were using Notion, Asana, Hubspot, and various G-Suite products to manage everything which became quite tedious. Planhat is user friendly and makes my job a million times easier.

"Planhat = Better CS Life"

What do you like best about Planhat? I've used planhat in different organizations, and the greatest thing is how easy Planhat is to use and implement. Our onboarding was great, super quick, and we were getting results and benefits almost immediately. I love the NPS tool and how reports look like in Planhat.

"Planhat's playbook approach is a perfect fit for our company and how we want to support our clients"

What do you like best about Planhat? The Planhat playbooks allow our team to continue to evolve on how we want to support our client's success. We quickly adapt as our clients need change.

"It is a robust system yet very easy to use and navigate"

What do you like best about Planhat? I like that there is a ton of info on Planhat. I like having the data for my customers laid out in one screen. I also like the notes and playbook use. And the fact that I can jump on a call with my CSM is huge. That takes the stress of trying to figure things out away. Their integrations with our other platforms is super helpful as well so I can have everything in one place.

"An absolute must-have for CS teams"

What do you like best about Planhat? Planhat knows customer success! The platform is easy to use but full of extremely powerful information for customer success teams. Setting it up was simple and our CSM was helpful guiding us through each step of the process. As experts in CS, the team understood our needs and was friendly, supportive and attentive during onboarding. The platform has become a part of our daily lives, where we can track everything from meeting notes, customer reminders, ...

"Working with PlanHat on a daily basis."

What do you like best about Planhat? I really like PlanHat's simplicity and the way it interacts with other apps. I find myself using PlanHat at least 4-5 hours a day as it's part of my day to day work and I very rarely get any delays or malfunctions with the software.

"Planhat is a powerful CS tool that allows you to cater to the full lifecycle of a client/company."

What do you like best about Planhat? One thing that is great about Planhat is being able to log activities across other tools so you can keep track of everything and ensure they're taken care of on all fronts.

"Planhat gives us a lot of customer insights that helps us out bring more success to our customers"

What do you like best about Planhat? The customer insights that we gain from Planhat. Alongside these insights, we can create activities and notifications for our team to follow up on the insights and create more value for our customers. We don't longer depend on our gut feeling but now also trust the data from Planhat!