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

"Planhat allows me and my team to succeed"

What do you like best about Planhat? Planhat is easily customizable to: - View all of my contacts in 1 place, and filter them accordingly

"Planhat allows me and my team to succeed"

What do you like best about Planhat? Planhat is easily customizable to: - View all of my contacts in 1 place, and filter them accordingly

"Not only is Planhat a powerful tool, but their team is amazing to work with too!"

What do you like best about Planhat? It's a very intuitive platform that gives you a 360 view of our customers. This will for sure increase the customer experience and revenue expansion.

"Good for intended purpose"

What do you like best about Planhat? I like how simple it is to use - the user interface is clear and easy to use. What do you dislike about Planhat?

"Next level customer success"

What do you like best about Planhat? The customization and easy interface. Also, the customer portal is an excellent tool to keep clients on track!

"Great initial onboarding with Planhat"

What do you like best about Planhat? We have been using Planhat for about three months. It has been great to get all of our customer information in one tool during this time. The reporting capabilities make managing our CSMs and customers more straightforward than we were doing before. Utilizing the playbooks for our key processes have made these more efficient and consistent from one CSM to another. We have enjoyed using the Customer Portal to better engage with customers during their ...

"The platform our Customer Success team needed"

What do you like best about Planhat? I like the different integration to get all data in one place. We can use the different Planhat functionalities to automate processes, scale communication with clients, or get organized with all our accounts.

"A game changer for our Customer Experience team."

What do you like best about Planhat? We recently launched with Planhat, after a lengthy vendor selection process. Given the complexities of our internal systems and data needs, we had many technically heavy discussions with stakeholders from both companies to ensure we could get all necessary data into Planhat. From the early stages with our Corp Dev team, Planhat was a favorite. We had the pleasure of working with Chris (CCO) from day 1. The integration took about six months. Our tech ...

"flexibility is through the roof"

What do you like best about Planhat? The flexibility and different things we can do. If you think about something, you will probably be able to do it. Onboarding with CSM Sam Miller has been a fantastic experience! well guided. For me, the best to be using Planhat is to manage my team and look for opportunities.

"Great onboarding tool"

What do you like best about Planhat? Very easy to use with a friendly interface What do you dislike about Planhat?