Compare Dock and Planhat 
Featured Products
At a Glance
Market Segments
Mid-Market (49.8% of reviews)
Mid-Market (61.0% of reviews)
Entry-Level Pricing
Free
Custom
Dock
Star Rating
(436)4.7 out of 5
Market Segments
Mid-Market (49.8% of reviews)
Pros & Cons
Entry-Level Pricing
Free
Browse all 4 pricing plansPlanhat
Star Rating
(926)4.5 out of 5
Market Segments
Mid-Market (61.0% of reviews)
Pros & Cons
Entry-Level Pricing
Custom
Learn more about PlanhatSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- G2 reviewers report that Planhat excels in client onboarding, with users appreciating its intuitive interface that simplifies tracking customer health and managing accounts. The customizable dashboards are particularly highlighted for providing clear insights into renewal risks.
- Users say Dock stands out for its ease of use and organization, making it a favorite for daily tasks. Reviewers commend its integration with Salesforce, which reduces manual work and enhances the display of customer data.
- According to verified reviews, Planhat has a strong reputation for customer support, with users praising the assistance they received from team members like Sabrina and Harrison. This level of support contributes to a positive user experience, especially during implementation.
- Reviewers mention that Dock's implementation process is straightforward, making it easy for new users to get started. This is a significant advantage for teams looking to minimize downtime during the transition to a new platform.
- G2 reviewers highlight that while Planhat has a solid overall score, it faces challenges in certain usability aspects, such as document collaboration and versioning, where Dock tends to perform better, offering more robust features in these areas.
- Users report that both platforms have their strengths, but Dock's higher ratings in areas like feedback tracking and content management suggest it may be better suited for teams that prioritize these functionalities in their daily operations.
Pricing
Entry-Level Pricing
Dock
Free
Free
For individuals & small teams
- 50 workspaces
- Basic integrations (Slack, Zoom, Loom, Typeform, Google, Airtable, Pandadoc, Wistia, Youtube, etc.)
Planhat
From Start-up to Enterprise
Custom
Planhat is priced to fit your company size. You can view details here: https://www.planhat.com/pricing/
Free Trial
Dock
Free Trial is available
Planhat
No trial information availableRatings
Meets Requirements
9.1
247
8.6
755
Ease of Use
8.9
264
8.3
764
Ease of Setup
8.6
186
7.5
520
Ease of Admin
8.9
94
8.2
463
Quality of Support
9.3
206
9.2
731
Has the product been a good partner in doing business?
9.5
92
9.3
460
Product Direction (% positive)
9.5
237
9.2
706
Features by Category
Sales Force Automation
Not enough data
8.4
29
Not enough data
7.5
25
Not enough data
7.5
25
Not enough data
8.3
29
Not enough data
6.7
24
Not enough data
8.7
26
Not enough data
7.0
23
Not enough data
6.2
24
Not enough data
6.5
25
Marketing Automation
Not enough data
7.4
28
Not enough data
6.9
27
Not enough data
5.9
25
Not enough data
5.3
25
Customer Support
Not enough data
7.2
27
Not enough data
7.0
28
Not enough data
7.4
28
Not enough data
5.8
24
Not enough data
6.3
24
Reporting & Analytics
Not enough data
7.7
30
Not enough data
7.5
30
Not enough data
7.0
26
Mobile & Social
Not enough data
6.2
24
Not enough data
5.6
23
Not enough data
5.0
23
Platform
Not enough data
8.7
51
Not enough data
8.3
50
Not enough data
8.6
50
Not enough data
7.4
47
Not enough data
5.6
44
Not enough data
6.7
46
Not enough data
8.3
48
Not enough data
7.1
46
Integration
Not enough data
7.7
40
Not enough data
7.8
40
Not enough data
7.4
38
Generative AI
Not enough data
7.0
18
Agentic AI - CRM
Not enough data
6.1
17
Not enough data
6.4
17
Not enough data
6.7
18
Not enough data
5.9
17
Not enough data
6.5
16
Not enough data
6.1
16
Not enough data
6.0
16
Customer Information
Not enough data
8.7
566
|
Verified
Not enough data
8.8
552
|
Verified
Not enough data
8.8
569
|
Verified
Not enough data
8.2
548
|
Verified
Not enough data
8.5
515
|
Verified
Not enough data
8.0
494
|
Verified
Not enough data
7.2
422
|
Verified
Predictions
Not enough data
7.9
501
|
Verified
Not enough data
7.5
435
|
Verified
Not enough data
8.3
496
|
Verified
Not enough data
6.7
350
|
Verified
Platform
Not enough data
8.3
556
|
Verified
Not enough data
8.1
529
|
Verified
Not enough data
8.2
491
|
Verified
Not enough data
8.5
506
|
Verified
Not enough data
8.2
523
|
Verified
Not enough data
8.6
532
|
Verified
Not enough data
8.8
513
|
Verified
Not enough data
8.9
475
|
Verified
Not enough data
8.5
524
|
Verified
Not enough data
8.8
523
|
Verified
Generative AI
Not enough data
6.1
170
Not enough data
6.2
174
Agentic AI - Customer Success
Not enough data
6.3
98
Not enough data
6.7
98
Not enough data
6.8
101
Not enough data
6.5
97
Not enough data
6.2
99
Billing and Payments
Not enough data
7.9
80
Not enough data
7.6
68
Not enough data
7.5
74
Revenue Recognition
Not enough data
8.2
97
Not enough data
7.0
69
Not enough data
7.5
74
Revenue Optimization
Not enough data
8.1
103
Not enough data
7.4
78
Not enough data
8.2
106
Not enough data
7.8
92
Lead Facilitation
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Organization
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Performance Analysis
Not enough data
Not enough data
Not enough data
Not enough data
Sales Analysis
Not enough data
Not enough data
Not enough data
Not enough data
Generative AI
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - AI Sales Assistant
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Product Analytics
Not enough data
8.6
81
Not enough data
8.2
81
Not enough data
8.9
77
Not enough data
7.7
66
Not enough data
8.4
79
Not enough data
8.3
67
Not enough data
8.3
75
Not enough data
8.5
81
Agentic AI - Product Analytics
Not enough data
6.5
19
Not enough data
7.0
18
Not enough data
6.2
17
Not enough data
6.6
18
Behavioral Analytics - Product Analytics
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Platform Infrastructure - Product Analytics
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
AI driven optimization - Product Analytics
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Data Sourcing
Not enough data
8.3
182
Not enough data
8.4
175
Not enough data
6.4
139
Not enough data
7.3
141
Intelligence
Not enough data
6.3
121
Not enough data
6.5
129
Not enough data
6.5
124
Sales Team
Not enough data
7.7
89
Not enough data
7.3
88
Not enough data
8.0
108
Intelligence
Not enough data
7.6
99
Not enough data
7.4
89
Not enough data
7.2
86
Mapping
Not enough data
6.9
84
Not enough data
8.2
99
Agentic AI - Customer Revenue Optimization
Not enough data
7.0
28
Not enough data
7.3
28
Not enough data
7.0
28
Not enough data
7.3
28
Not enough data
6.7
27
Not enough data
7.2
29
Platform Basics
Not enough data
8.0
167
Not enough data
7.9
152
Not enough data
8.2
146
Not enough data
7.7
132
Not enough data
7.8
137
Agentic AI - Customer Journey Mapping
Not enough data
6.4
36
Content
8.6
75
7.2
122
8.2
65
6.8
102
6.8
63
5.7
97
7.8
69
6.2
93
8.3
70
7.1
108
Collaboration
6.9
62
6.5
103
7.6
65
6.3
100
8.5
76
8.0
124
8.0
72
8.0
139
Feature Not Available
7.3
104
Feature Not Available
4.7
85
Onboarding Setup
8.6
96
8.6
252
9.0
96
8.1
256
8.9
100
8.6
258
Project Tracking
8.4
90
8.2
235
8.4
87
7.7
201
9.1
94
8.0
211
8.8
97
8.4
255
8.1
83
7.9
208
Customer Engagement
9.2
99
7.7
229
8.9
93
8.0
224
8.6
90
7.4
213
9.0
90
8.3
229
8.8
92
8.1
233
Deal Analytics
8.8
74
Not enough data
7.9
67
Not enough data
8.2
68
Not enough data
Administration and Security
8.8
72
Not enough data
8.4
70
Not enough data
8.6
63
Not enough data
Platform
6.2
56
Not enough data
7.8
62
Not enough data
6.9
49
Not enough data
8.2
56
Not enough data
9.3
71
Not enough data
9.3
70
Not enough data
6.1
46
Not enough data
6.9
52
Not enough data
Integrations
8.0
58
Not enough data
7.6
53
Not enough data
6.8
50
Not enough data
Agentic AI - Digital Sales Room
6.3
28
Not enough data
7.1
28
Not enough data
6.2
27
Not enough data
Agentic AI - Sales Enablement
7.0
59
Not enough data
7.1
59
Not enough data
7.2
58
Not enough data
Content Management
8.9
104
Not enough data
8.3
105
Not enough data
8.9
111
Not enough data
8.2
91
Not enough data
8.8
104
Not enough data
Analytics
8.2
104
Not enough data
8.7
104
Not enough data
8.9
101
Not enough data
8.9
98
Not enough data
Learning Management - Sales Enablement
7.3
59
Not enough data
7.0
58
Not enough data
7.5
62
Not enough data
Revenue Enablement - Sales Enablement
8.2
65
Not enough data
7.3
58
Not enough data
8.2
63
Not enough data
Functionality
Not enough data
7.6
54
Not enough data
7.4
50
Not enough data
7.5
46
Not enough data
7.2
49
Not enough data
7.2
54
Management
Not enough data
8.1
61
Not enough data
8.4
62
Not enough data
7.2
48
Not enough data
8.2
64
Not enough data
8.1
49
Generative AI
Not enough data
6.4
31
Not enough data
6.6
31
Categories
Categories
Shared Categories
Dock and Planhat are categorized as Client Onboarding and Client Portal
Unique Categories
Planhat is categorized as Customer Journey Mapping, Customer Revenue Optimization, Product Analytics, Subscription Revenue Management, Customer Data Platform (CDP), Customer Success, CRM, and Data Quality
Reviews
Reviewers' Company Size
Dock
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Planhat
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Computer Software
40.1%
Information Technology and Services
17.7%
Financial Services
6.9%
Marketing and Advertising
5.4%
Hospital & Health Care
1.8%
Other
28.2%
Computer Software
37.2%
Information Technology and Services
18.6%
Marketing and Advertising
8.1%
Education Management
2.4%
E-Learning
2.2%
Other
31.5%
Discussions
Dock has no discussions with answers
How long did it take to implement?
2 Comments
Official Response from Planhat
Comment deleted by user.Read more
It shouldbe good if we can export the changes etc on Playbooks or have a clear idea on NPS score expectations.
1 Comment
Official Response from Planhat
Hi Martha,
Thanks for your question!
We'd love to understand a bit deeper what you are trying to solve so please feel free to reach out to your CSM...Read more
How can I, launch two simultaneos NPScampaings
1 Comment
Official Response from Planhat
Hi Matheus, your CSM will be in touch shortly and help you to set it up :)
Read more
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