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

"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.

"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.

"PlanHat has made my job as a Success Manager so much easier!"

What do you like best about Planhat? The most useful part of PH is telling us exactly who we need to contact on a certain day. Not having to spend time to research my customers has saved so much time.

"A solid customer success platform"

What do you like best about Planhat? Delightful user interface, strong self-serve configurability, good support, insightful webinars, gives you exposure to strong CS practices applied to you as a customer

"Like Planhat, but recovering from poor past choices has been difficult (I know this is user error)"

What do you like best about Planhat? I like how it aggregates everything from all of my other applications into one place. It tracks conversations so that I can see what was going on the last time I spoke with a customer, and allows customization so that other apps can be linked (chargebee, metabase, etc).

"Planhat Client Success"

What do you like best about Planhat? After using PH a little more I've determined that it doesn't have nearly the functionality we need as a growing CS team. It is clunky, often glitchy and not user friendly or intuitive.

"Planhat is an excellent Customer Success tool"

What do you like best about Planhat? Accessibility of usage data, workflow automations, integrations with existing tech stack, responsiveness of the Planhat team.

"Planhat is an excellent Customer Success tool"

What do you like best about Planhat? Accessibility of usage data, workflow automations, integrations with existing tech stack, responsiveness of the Planhat team.

"Great company, great service, and an amazing product."

What do you like best about Planhat? Everything! From the very start, the team have been amazing, clearly understanding the ever-changing priorities, issues, and goals of our company and being very flexible to come up with solutions that work for us. Aside from the service provided the product is great, super customisable, integrates easily with our current tech stack, and provides a level of detail for reporting that we just didn't have before. On top of this, the customer portal, ...

"I would recommend Planhat!"

What do you like best about Planhat? The product helps manage the project pipeline, correlating tasks and follow-ups. The playbooks are versatile and address most of our needs. The articles and the support team are great if I am in a pinch; I can definitely get answers to my questions in a quick time frame.