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

"Streamlined Customer Success Platform"

What do you like best about Planhat? Tasks are most helpful. It has made it so much easier to keep track of customer asks, upcoming meetings, and outstanding agenda items and to ensure the customer is on track for success.

"White glove service"

What do you like best about Planhat? It helps streamline all the critical metrics that mean the most to us in Customer Success in one platform. As a tech company, we use a lot of different tools, so Planhat helps me be on task each day!

"Very useful tool!"

What do you like best about Planhat? Customizable and helps to have all client information in one place! I love the options of a customer portal to provide helpful information and the integration options to have all the information needed in one place for clients!

"Structure your CSM processes with Planhat"

What do you like best about Planhat? Planhat allows us to aggregate all customer-related data and activities in one place. It gives us a 360 overview of every customer, which allows us to analyse and plan next steps or actions to be taken.

"Intuitive platform, great service"

What do you like best about Planhat? I really like that the platform bends well to different needs. Its easy to create custom fields and metrics that make portfolio building and customizing a nice experience. Their live support is fast and reliable, and CSMs are proactive.

"Planhat Review"

What do you like best about Planhat? Being able to implement playbooks for internal tasks that need to be completed, data tracking, and client management. What do you dislike about Planhat?

"White glove service"

What do you like best about Planhat? It helps streamline all the critical metrics that mean the most to us in Customer Success in one platform. As a tech company, we use a lot of different tools, so Planhat helps me be on task each day!

"Very useful tool!"

What do you like best about Planhat? Customizable and helps to have all client information in one place! I love the options of a customer portal to provide helpful information and the integration options to have all the information needed in one place for clients!

"Streamlined Customer Success Platform"

What do you like best about Planhat? Tasks are most helpful. It has made it so much easier to keep track of customer asks, upcoming meetings, and outstanding agenda items and to ensure the customer is on track for success.

"Planhat Review"

What do you like best about Planhat? Being able to implement playbooks for internal tasks that need to be completed, data tracking, and client management. What do you dislike about Planhat?