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

"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.

"Great CRM tool for insights, analysis and collaboration"

What do you like best about Planhat? Easy to use, allows you to create customisable automations and cool design What do you dislike about Planhat?

"CS and Sales Teams need this"

What do you like best about Planhat? I use it to see the activity of different to help identify key individuals to include in upsell conversations. For general account usage, it's efficient to see how healthy an account is so from an upsell account strategy it allows me to make a more informed decision on where to invest the teams time.

"Planhat is a great tool for managing, retaining and growing your customers!"

What do you like best about Planhat? My all-time favorite feature is the Customer Health Score which gives you an overview of customer health by combining different business-specific success metrics. Besides that, you can build workflows and playbooks based on specific events and calculated metrics and stay on top of your customer's success.

"Planhat is a great tool for managing, retaining and growing your customers!"

What do you like best about Planhat? My all-time favorite feature is the Customer Health Score which gives you an overview of customer health by combining different business-specific success metrics. Besides that, you can build workflows and playbooks based on specific events and calculated metrics and stay on top of your customer's success.

"Growing CSM platform for optimising you CSM processes and keeping your customers successful."

What do you like best about Planhat? Planhat has a lot of flexibility to adapt to your processes and company structure. The CSM team is super dedicated to helping you reach your goals. Where a year in now and our view of our customers has improved significantly. We can be a lot more pro-active and see that our CSMs know what their clients are doing. The pricing that is not user based is also a plus.

"Planhat gave us the insights we lacked before we used their platform"

What do you like best about Planhat? The pretty straight forward dashboards you can build for your CSM team, since they should not be bothered with too complex follow up. They have enough on their plate.

"Quick time-to-value!"

What do you like best about Planhat? We have been using Planhat for 5 or 6 months. In that short time, we have been able to realize solid value for the level of effort we've extended. Could not have done it without our amazing Onboarding Consultant - he really helped us think through the way we were operating.

"Great tool to elevate our CSM efforts to the next level"

What do you like best about Planhat? All the relevant data is in one place. This facilitates the team to manage the customers and use insights to bring our customers to the next level. It's helpful to build different filters to quickly get the information you need. In addition, automation processes with playbooks helped to set up cross-team processes and increase transparency. Customer Portals are an excellent way to involve customers more in the onboarding phase, share tasks and keep track ...

"All customers always in sight"

What do you like best about Planhat? Intuitive interface, quickly learned/understood by every employee navigatoin with a few clicks