# Dynamics 365 Customer Insights vs Planhat Comparison
---
## AI Generated Summary
- **G2 reviewers report** that Planhat excels in customization, allowing users to create a highly tailored data structure with extensive custom fields and filters. This flexibility helps align customer data closely with specific operational needs, which is a significant advantage for businesses looking to optimize their workflows.
- **Users say** that Planhat's integration capabilities are a standout feature, as it seamlessly pulls data from various software tools across sales, marketing, and client engagement. This comprehensive data collection is praised for enhancing visibility and decision-making within organizations.
- **According to verified reviews** , Dynamics 365 Customer Insights is recognized for its reliability, especially in larger organizations. Users appreciate its ability to integrate multiple systems and create a customer 360 view, which is essential for gaining deeper business insights.
- **Reviewers mention** that while Dynamics 365 Customer Insights is user-friendly and offers a complete setup, it may not provide the same level of customization as Planhat. This can be a limitation for teams that require specific configurations to meet their unique business processes.
- **G2 reviewers highlight** that Planhat's quality of support is notably high, with users expressing satisfaction with their customer success managers and the overall assistance provided. This level of support can significantly enhance the user experience and ensure that teams can effectively leverage the platform.
- **Users indicate** that while Dynamics 365 Customer Insights is effective for large companies, it has fewer recent reviews compared to Planhat, which may suggest a need for more user feedback to fully assess its current performance and user satisfaction levels.



| | Dynamics 365 Customer Insights | Planhat | 
|---|---|---|
| **Star Rating** | 4.0 out of 5 | 4.5 out of 5 | 
| **Total Reviews** | 19 | 926 | 
| **Largest Market Segment** | Mid-Market (75.0% of reviews) | Mid-Market (61.0% of reviews) | 
| **Entry Level Price** | No pricing available | Custom | 

---
## Top Pros & Cons

### Dynamics 365 Customer Insights

**Not enough data**

### Planhat

Pros:
- Ease of Use (172 reviews)
- Customer Support (122 reviews)

Cons:
- Learning Curve (92 reviews)
- Complexity (63 reviews)

---
## Ratings Comparison
| Rating | Dynamics 365 Customer Insights | Planhat | 
|---|---|---|
  | **Meets Requirements** | 8.2 (11 reviews) | 8.6 (755 reviews) | 
  | **Ease of Use** | 7.2 (10 reviews) | 8.3 (764 reviews) | 
  | **Ease of Setup** | Not enough data | 7.5 (520 reviews) | 
  | **Ease of Admin** | Not enough data | 8.2 (463 reviews) | 
  | **Quality of Support** | 8.1 (8 reviews) | 9.2 (731 reviews) | 
  | **Has the product been a good partner in doing business?** | Not enough data | 9.3 (460 reviews) | 
  | **Product Direction (% positive)** | 6.8 (11 reviews) | 9.2 (706 reviews) | 

---
## Pricing

### Dynamics 365 Customer Insights

#### Entry-Level Pricing

No pricing available

#### Free Trial

Yes

### Planhat

#### Entry-Level Pricing

Plan: From Start-up to Enterprise

Price: Custom

Description: Planhat is priced to fit your company size. You can view details here: https://www.planhat.com/pricing/


[Learn more about Planhat](https://www.g2.com/products/planhat/reviews)

#### Free Trial

No

---
## Features Comparison By Category

### CRM

| Product | Score | Reviews |
|---|---|---|
| **Dynamics 365 Customer Insights** | N/A | N/A |
| **Planhat** | 7.0/10 | 56 |

#### Sales Force Automation

| Feature | Dynamics 365 Customer Insights | Planhat | 
|---|---|---|
| **Contact & Account Management** | Not enough data | 8.4 (29 reviews) | 
| **Partner Relationship Mgmt. (PRM)** | Not enough data | 7.5 (25 reviews) | 
| **Opportunity & Pipeline Mgmt.** | Not enough data | 7.5 (25 reviews) | 
| **Task / Activity Management** | Not enough data | 8.3 (29 reviews) | 
| **Territory & Quota Management** | Not enough data | 6.7 (24 reviews) | 
| **Desktop Integration** | Not enough data | 8.7 (26 reviews) | 
| **Product & Price List Management** | Not enough data | 7.0 (23 reviews) | 
| **Quote & Order Management** | Not enough data | 6.2 (24 reviews) | 
| **Customer Contract Management** | Not enough data | 6.5 (25 reviews) | 

#### Marketing Automation

| Feature | Dynamics 365 Customer Insights | Planhat | 
|---|---|---|
| **Email Marketing** | Not enough data | 7.4 (28 reviews) | 
| **Campaign Management** | Not enough data | 6.9 (27 reviews) | 
| **Lead Management** | Not enough data | 5.9 (25 reviews) | 
| **Marketing ROI Analytics** | Not enough data | 5.3 (25 reviews) | 

#### Customer Support

| Feature | Dynamics 365 Customer Insights | Planhat | 
|---|---|---|
| **Case Management** | Not enough data | 7.2 (27 reviews) | 
| **Customer Support Portal** | Not enough data | 7.0 (28 reviews) | 
| **Knowledge Base** | Not enough data | 7.4 (28 reviews) | 
| **Call Center Features** | Not enough data | 5.8 (24 reviews) | 
| **Support Analytics** | Not enough data | 6.3 (24 reviews) | 

#### Reporting & Analytics

| Feature | Dynamics 365 Customer Insights | Planhat | 
|---|---|---|
| **Reporting** | Not enough data | 7.7 (30 reviews) | 
| **Dashboards** | Not enough data | 7.5 (30 reviews) | 
| **Forecasting** | Not enough data | 7.0 (26 reviews) | 

#### Mobile & Social

| Feature | Dynamics 365 Customer Insights | Planhat | 
|---|---|---|
| **Social Collaboration Features** | Not enough data | 6.2 (24 reviews) | 
| **Social Network Integration** | Not enough data | 5.6 (23 reviews) | 
| **Mobile User Support** | Not enough data | 5.0 (23 reviews) | 

#### Platform

| Feature | Dynamics 365 Customer Insights | Planhat | 
|---|---|---|
| **Customization** | Not enough data | 8.7 (51 reviews) | 
| **Workflow Capability** | Not enough data | 8.3 (50 reviews) | 
| **User, Role, and Access Management** | Not enough data | 8.6 (50 reviews) | 
| **Internationalization** | Not enough data | 7.4 (47 reviews) | 
| **Sandbox / Test Environments** | Not enough data | 5.6 (44 reviews) | 
| **Document & Content Mgmt.** | Not enough data | 6.7 (46 reviews) | 
| **Performance and Reliability** | Not enough data | 8.3 (48 reviews) | 
| **Output Document Generation** | Not enough data | 7.1 (46 reviews) | 

#### Integration

| Feature | Dynamics 365 Customer Insights | Planhat | 
|---|---|---|
| **Data Import & Export Tools** | Not enough data | 7.7 (40 reviews) | 
| **Integration APIs** | Not enough data | 7.8 (40 reviews) | 
| **Breadth of Partner Applications** | Not enough data | 7.4 (38 reviews) | 

#### Generative AI

| Feature | Dynamics 365 Customer Insights | Planhat | 
|---|---|---|
| **AI Text Generation** | Not enough data | 7.0 (18 reviews) | 

#### Agentic AI - CRM

| Feature | Dynamics 365 Customer Insights | Planhat | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | 6.1 (17 reviews) | 
| **Multi-step Planning** | Not enough data | 6.4 (17 reviews) | 
| **Cross-system Integration** | Not enough data | 6.7 (18 reviews) | 
| **Adaptive Learning** | Not enough data | 5.9 (17 reviews) | 
| **Natural Language Interaction** | Not enough data | 6.5 (16 reviews) | 
| **Proactive Assistance** | Not enough data | 6.1 (16 reviews) | 
| **Decision Making** | Not enough data | 6.0 (16 reviews) | 

### Customer Success

| Product | Score | Reviews |
|---|---|---|
| **Dynamics 365 Customer Insights** | N/A | N/A |
| **Planhat** | 7.8/10 | 614 |

#### Customer Information

| Feature | Dynamics 365 Customer Insights | Planhat | 
|---|---|---|
| **Customer Health Scores** | Not enough data | 8.7 (566 reviews) ✓ Verified | 
| **Customer Monitoring** | Not enough data | 8.8 (552 reviews) ✓ Verified | 
| **Customer Profiles** | Not enough data | 8.8 (569 reviews) ✓ Verified | 
| **Playbooks** | Not enough data | 8.2 (548 reviews) ✓ Verified | 
| **Customer Segments** | Not enough data | 8.5 (515 reviews) ✓ Verified | 
| **Product Engagement** | Not enough data | 8.0 (494 reviews) ✓ Verified | 
| **Surveys** | Not enough data | 7.2 (422 reviews) ✓ Verified | 

#### Predictions

| Feature | Dynamics 365 Customer Insights | Planhat | 
|---|---|---|
| **Churn Risk** | Not enough data | 7.9 (501 reviews) ✓ Verified | 
| **Upsell Opportunities** | Not enough data | 7.5 (435 reviews) ✓ Verified | 
| **Custom Triggers** | Not enough data | 8.3 (496 reviews) ✓ Verified | 
| **Machine Learning** | Not enough data | 6.7 (350 reviews) ✓ Verified | 

#### Platform

| Feature | Dynamics 365 Customer Insights | Planhat | 
|---|---|---|
| **Reporting & Dashboards** | Not enough data | 8.3 (556 reviews) ✓ Verified | 
| **API & Integrations** | Not enough data | 8.1 (529 reviews) ✓ Verified | 
| **Data Import & Export Tools** | Not enough data | 8.2 (491 reviews) ✓ Verified | 
| **Workflow Capability** | Not enough data | 8.5 (506 reviews) ✓ Verified | 
| **Notifications** | Not enough data | 8.2 (523 reviews) ✓ Verified | 
| **Customization** | Not enough data | 8.6 (532 reviews) ✓ Verified | 
| **Scalability** | Not enough data | 8.8 (513 reviews) ✓ Verified | 
| **Data Security** | Not enough data | 8.9 (475 reviews) ✓ Verified | 
| **Performance & Reliability** | Not enough data | 8.5 (524 reviews) ✓ Verified | 
| **User, Role, and Access Management** | Not enough data | 8.8 (523 reviews) ✓ Verified | 

#### Generative AI

| Feature | Dynamics 365 Customer Insights | Planhat | 
|---|---|---|
| **AI Text Generation** | Not enough data | 6.1 (170 reviews) | 
| **AI Text Summarization** | Not enough data | 6.2 (174 reviews) | 

#### Agentic AI - Customer Success

| Feature | Dynamics 365 Customer Insights | Planhat | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | 6.3 (98 reviews) | 
| **Multi-step Planning** | Not enough data | 6.7 (98 reviews) | 
| **Cross-system Integration** | Not enough data | 6.8 (101 reviews) | 
| **Natural Language Interaction** | Not enough data | 6.5 (97 reviews) | 
| **Proactive Assistance** | Not enough data | 6.2 (99 reviews) | 

### Subscription Revenue Management

| Product | Score | Reviews |
|---|---|---|
| **Dynamics 365 Customer Insights** | N/A | N/A |
| **Planhat** | 7.7/10 | 125 |

#### Billing and Payments

| Feature | Dynamics 365 Customer Insights | Planhat | 
|---|---|---|
| **Payment Terms** | Not enough data | 7.9 (80 reviews) | 
| **Personalized Billing** | Not enough data | 7.6 (68 reviews) | 
| **Custom Pricing** | Not enough data | 7.5 (74 reviews) | 

#### Revenue Recognition

| Feature | Dynamics 365 Customer Insights | Planhat | 
|---|---|---|
| **Usage Tracking** | Not enough data | 8.2 (97 reviews) | 
| **Deferred Revenue** | Not enough data | 7.0 (69 reviews) | 
| **Revenue Accrual** | Not enough data | 7.5 (74 reviews) | 

#### Revenue Optimization

| Feature | Dynamics 365 Customer Insights | Planhat | 
|---|---|---|
| **At-Risk Customers** | Not enough data | 8.1 (103 reviews) | 
| **Offer Optimization** | Not enough data | 7.4 (78 reviews) | 
| **Customer Churn** | Not enough data | 8.2 (106 reviews) | 
| **Revenue Forecasting** | Not enough data | 7.8 (92 reviews) | 

### Product Analytics

| Product | Score | Reviews |
|---|---|---|
| **Dynamics 365 Customer Insights** | N/A | N/A |
| **Planhat** | 7.8/10 | 88 |

#### Product Analytics

| Feature | Dynamics 365 Customer Insights | Planhat | 
|---|---|---|
| **Account-Level Analytics** | Not enough data | 8.6 (81 reviews) | 
| **User-Level Analytics** | Not enough data | 8.2 (81 reviews) | 
| **Segmentation** | Not enough data | 8.9 (77 reviews) | 
| **Funnels** | Not enough data | 7.7 (66 reviews) | 
| **Alerts** | Not enough data | 8.4 (79 reviews) | 
| **Multi-Product Analytics** | Not enough data | 8.3 (67 reviews) | 
| **User Scoring** | Not enough data | 8.3 (75 reviews) | 
| **Integrations** | Not enough data | 8.5 (81 reviews) | 

#### Agentic AI - Product Analytics

| Feature | Dynamics 365 Customer Insights | Planhat | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | 6.5 (19 reviews) | 
| **Cross-system Integration** | Not enough data | 7.0 (18 reviews) | 
| **Adaptive Learning** | Not enough data | 6.2 (17 reviews) | 
| **Proactive Assistance** | Not enough data | 6.6 (18 reviews) | 

#### Behavioral Analytics - Product Analytics

| Feature | Dynamics 365 Customer Insights | Planhat | 
|---|---|---|
| **Multi-Product Analytics** | Not enough data | Not enough data | 
| **User level Analytics** | Not enough data | Not enough data | 
| **Account level Analytics** | Not enough data | Not enough data | 
| **Segmentation** | Not enough data | Not enough data | 
| **Funnels** | Not enough data | Not enough data | 

#### Platform Infrastructure - Product Analytics

| Feature | Dynamics 365 Customer Insights | Planhat | 
|---|---|---|
| **Cross System integrations** | Not enough data | Not enough data | 
| **Alerts** | Not enough data | Not enough data | 
| **Integrations** | Not enough data | Not enough data | 

#### AI driven optimization - Product Analytics

| Feature | Dynamics 365 Customer Insights | Planhat | 
|---|---|---|
| **User scoring** | Not enough data | Not enough data | 
| **Adaptive learning** | Not enough data | Not enough data | 
| **Automated insights** | Not enough data | Not enough data | 
| **Autonomous task execution** | Not enough data | Not enough data | 

### Customer Data Platform (CDP)

| Product | Score | Reviews |
|---|---|---|
| **Dynamics 365 Customer Insights** | N/A | N/A |
| **Planhat** | 7.1/10 | 229 |

#### Data Sourcing

| Feature | Dynamics 365 Customer Insights | Planhat | 
|---|---|---|
| **Data Enrichment** | Not enough data | 8.3 (182 reviews) | 
| **Expandability** | Not enough data | 8.4 (175 reviews) | 
| **Content Marketing** | Feature Not Available | 6.4 (139 reviews) | 
| **Multiple Devices** | Feature Not Available | 7.3 (141 reviews) | 

#### Intelligence

| Feature | Dynamics 365 Customer Insights | Planhat | 
|---|---|---|
| **Marketing Metrics** | Not enough data | 6.3 (121 reviews) | 
| **Predictive Modeling** | Not enough data | 6.5 (129 reviews) | 
| **Recommendation Engine** | Not enough data | 6.5 (124 reviews) | 

### Customer Revenue Optimization

| Product | Score | Reviews |
|---|---|---|
| **Dynamics 365 Customer Insights** | N/A | N/A |
| **Planhat** | 7.4/10 | 128 |

#### Sales Team

| Feature | Dynamics 365 Customer Insights | Planhat | 
|---|---|---|
| **Flexible Sales Process** | Not enough data | 7.7 (89 reviews) | 
| **Training Mode** | Not enough data | 7.3 (88 reviews) | 
| **Playbooks** | Not enough data | 8.0 (108 reviews) | 

#### Intelligence

| Feature | Dynamics 365 Customer Insights | Planhat | 
|---|---|---|
| **Opportunity Identification** | Not enough data | 7.6 (99 reviews) | 
| **Zero-touch Renewals** | Not enough data | 7.4 (89 reviews) | 
| **Smart Content** | Not enough data | 7.2 (86 reviews) | 

#### Mapping

| Feature | Dynamics 365 Customer Insights | Planhat | 
|---|---|---|
| **Multiple Org Charts** | Not enough data | 6.9 (84 reviews) | 
| **Stakeholder Roles** | Not enough data | 8.2 (99 reviews) | 

#### Agentic AI - Customer Revenue Optimization

| Feature | Dynamics 365 Customer Insights | Planhat | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | 7.0 (28 reviews) | 
| **Cross-system Integration** | Not enough data | 7.3 (28 reviews) | 
| **Adaptive Learning** | Not enough data | 7.0 (28 reviews) | 
| **Natural Language Interaction** | Not enough data | 7.3 (28 reviews) | 
| **Proactive Assistance** | Not enough data | 6.7 (27 reviews) | 
| **Decision Making** | Not enough data | 7.2 (29 reviews) | 

### Customer Journey Mapping

| Product | Score | Reviews |
|---|---|---|
| **Dynamics 365 Customer Insights** | N/A | N/A |
| **Planhat** | 7.7/10 | 179 |

#### Platform Basics

| Feature | Dynamics 365 Customer Insights | Planhat | 
|---|---|---|
| **Templates** | Not enough data | 8.0 (167 reviews) | 
| **Exporting** | Not enough data | 7.9 (152 reviews) | 
| **Multi-user Access and Collaboration** | Not enough data | 8.2 (146 reviews) | 
| **Multiple Personas** | Not enough data | 7.7 (132 reviews) | 
| **Data Analytics ** | Not enough data | 7.8 (137 reviews) | 

#### Agentic AI - Customer Journey Mapping

| Feature | Dynamics 365 Customer Insights | Planhat | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | 6.4 (36 reviews) | 

### Client Portal

| Product | Score | Reviews |
|---|---|---|
| **Dynamics 365 Customer Insights** | N/A | N/A |
| **Planhat** | 6.7/10 | 161 |

#### Content

| Feature | Dynamics 365 Customer Insights | Planhat | 
|---|---|---|
| **Document Collaboration** | Not enough data | 7.2 (122 reviews) | 
| **Versioning** | Not enough data | 6.8 (102 reviews) | 
| **E-Signature** | Not enough data | 5.7 (97 reviews) | 
| **File Request** | Not enough data | 6.2 (93 reviews) | 
| **Feedback** | Not enough data | 7.1 (108 reviews) | 

#### Collaboration

| Feature | Dynamics 365 Customer Insights | Planhat | 
|---|---|---|
| **Billing and Invoicing** | Not enough data | 6.5 (103 reviews) | 
| **Instant Messaging** | Not enough data | 6.3 (100 reviews) | 
| **Project Management** | Not enough data | 8.0 (124 reviews) | 
| **Analytics** | Not enough data | 8.0 (139 reviews) | 
| **Time Tracking** | Not enough data | 7.3 (104 reviews) | 
| **Mobile Application** | Not enough data | 4.7 (85 reviews) | 

### Client Onboarding

| Product | Score | Reviews |
|---|---|---|
| **Dynamics 365 Customer Insights** | N/A | N/A |
| **Planhat** | 8.1/10 | 289 |

#### Onboarding Setup

| Feature | Dynamics 365 Customer Insights | Planhat | 
|---|---|---|
| **Workflows** | Not enough data | 8.6 (252 reviews) | 
| **Templates** | Not enough data | 8.1 (256 reviews) | 
| **Checklists** | Not enough data | 8.6 (258 reviews) | 

#### Project Tracking

| Feature | Dynamics 365 Customer Insights | Planhat | 
|---|---|---|
| **Monitoring** | Not enough data | 8.2 (235 reviews) | 
| **Resources** | Not enough data | 7.7 (201 reviews) | 
| **Content** | Not enough data | 8.0 (211 reviews) | 
| **Tasks** | Not enough data | 8.4 (255 reviews) | 
| **Optimization** | Not enough data | 7.9 (208 reviews) | 

#### Customer Engagement

| Feature | Dynamics 365 Customer Insights | Planhat | 
|---|---|---|
| **Portal** | Not enough data | 7.7 (229 reviews) | 
| **Engagement** | Not enough data | 8.0 (224 reviews) | 
| **Branding** | Not enough data | 7.4 (213 reviews) | 
| **Visibility** | Not enough data | 8.3 (229 reviews) | 
| **Collaboration** | Not enough data | 8.1 (233 reviews) | 

### Data Quality

| Product | Score | Reviews |
|---|---|---|
| **Dynamics 365 Customer Insights** | N/A | N/A |
| **Planhat** | 7.6/10 | 73 |

#### Functionality

| Feature | Dynamics 365 Customer Insights | Planhat | 
|---|---|---|
| **Identification** | Not enough data | 7.6 (54 reviews) | 
| **Correction** | Not enough data | 7.4 (50 reviews) | 
| **Normalization** | Not enough data | 7.5 (46 reviews) | 
| **Preventative Cleaning** | Not enough data | 7.2 (49 reviews) | 
| **Data Matching** | Not enough data | 7.2 (54 reviews) | 

#### Management

| Feature | Dynamics 365 Customer Insights | Planhat | 
|---|---|---|
| **Reporting** | Not enough data | 8.1 (61 reviews) | 
| **Automation** | Not enough data | 8.4 (62 reviews) | 
| **Quality Audits** | Not enough data | 7.2 (48 reviews) | 
| **Dashboard** | Not enough data | 8.2 (64 reviews) | 
| **Governance** | Not enough data | 8.1 (49 reviews) | 

#### Generative AI

| Feature | Dynamics 365 Customer Insights | Planhat | 
|---|---|---|
| **AI Text Generation** | Not enough data | 6.4 (31 reviews) | 
| **AI Text Summarization** | Not enough data | 6.6 (31 reviews) | 

---
## Categories
**Shared Categories (1):** [Customer Data Platforms (CDP)](https://www.g2.com/categories/customer-data-platform-cdp)


**Unique to Planhat (9):** [Client Portal Software](https://www.g2.com/categories/client-portal), [Customer Journey Mapping Tools](https://www.g2.com/categories/customer-journey-mapping), [Customer Revenue Optimization (CRO) Software](https://www.g2.com/categories/customer-revenue-optimization), [Product Analytics Software](https://www.g2.com/categories/product-analytics), [Subscription Revenue Management Software](https://www.g2.com/categories/subscription-revenue-management), [Customer Success Software](https://www.g2.com/categories/customer-success), [CRM Software](https://www.g2.com/categories/crm), [Data Quality Tools](https://www.g2.com/categories/data-quality), [Client Onboarding Software](https://www.g2.com/categories/client-onboarding)


---
## Reviewer Demographics

### By Company Size

| Segment | Dynamics 365 Customer Insights | Planhat | 
|---|---|---|
| **Small-Business** | 25.0% | 32.8% | 
| **Mid-Market** | 75.0% | 61.0% | 
| **Enterprise** | 0% | 6.2% | 

### By Industry

#### Dynamics 365 Customer Insights

- **Accounting:** 12.5%
- **Staffing and Recruiting:** 6.3%
- **Sports:** 6.3%
- **Retail:** 6.3%
- **Management Consulting:** 6.3%
- **Legal Services:** 6.3%
- **Internet:** 6.3%
- **Health, Wellness and Fitness:** 6.3%
- **Education Management:** 6.3%
- **Consumer Electronics:** 6.3%
- **Other:** 31.3%

#### Planhat

- **Computer Software:** 37.2%
- **Information Technology and Services:** 18.6%
- **Marketing and Advertising:** 8.1%
- **Education Management:** 2.4%
- **E-Learning:** 2.2%
- **Human Resources:** 2.2%
- **Financial Services:** 2.1%
- **Internet:** 2.0%
- **Consumer Services:** 1.8%
- **Computer & Network Security:** 1.7%
- **Other:** 21.7%

---
## Alternatives

### Alternatives to Dynamics 365 Customer Insights

- [Twilio Segment](https://www.g2.com/products/twilio-segment/reviews) — 4.5/5 stars (565 reviews)
- [Salesforce Data 360 (formerly Data Cloud)](https://www.g2.com/products/salesforce-data-360-formerly-data-cloud/reviews) — 4.3/5 stars (250 reviews)
- [Tealium Customer Data Hub](https://www.g2.com/products/tealium-customer-data-hub/reviews) — 4.3/5 stars (474 reviews)
- [Bloomreach](https://www.g2.com/products/bloomreach-bloomreach/reviews) — 4.6/5 stars (764 reviews)
- [Dotdigital](https://www.g2.com/products/dotdigital/reviews) — 4.4/5 stars (1202 reviews)
- [Treasure Data Customer Data Platform](https://www.g2.com/products/treasure-data-customer-data-platform/reviews) — 4.5/5 stars (164 reviews)
- [Insider One](https://www.g2.com/products/insider-one/reviews) — 4.8/5 stars (1357 reviews)
- [Optimizely Web Experimentation](https://www.g2.com/products/optimizely-web-experimentation/reviews) — 4.2/5 stars (411 reviews)
- [Klaviyo](https://www.g2.com/products/klaviyo/reviews) — 4.6/5 stars (1351 reviews)
- [Iterable](https://www.g2.com/products/iterable/reviews) — 4.4/5 stars (824 reviews)

### Alternatives to Planhat

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- [Totango](https://www.g2.com/products/totango/reviews) — 4.3/5 stars (1150 reviews)
- [ChurnZero](https://www.g2.com/products/churnzero/reviews) — 4.7/5 stars (1588 reviews)
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- [ClientSuccess](https://www.g2.com/products/clientsuccess/reviews) — 4.4/5 stars (423 reviews)
- [Vitally](https://www.g2.com/products/vitally/reviews) — 4.5/5 stars (696 reviews)
- [Gainsight Customer Success](https://www.g2.com/products/gainsight-customer-success/reviews) — 4.5/5 stars (1714 reviews)
- [GUIDEcx](https://www.g2.com/products/guidecx/reviews) — 4.6/5 stars (461 reviews)
- [HubSpot Service Hub](https://www.g2.com/products/hubspot-service-hub/reviews) — 4.4/5 stars (2914 reviews)
- [Rocketlane](https://www.g2.com/products/rocketlane-corp/reviews) — 4.7/5 stars (852 reviews)

---
## Top Discussions

### Dynamics 365 Customer Insights

No discussions available for this product.

### Planhat

- Title: [How long did it take to implement?](https://www.g2.com/discussions/49802-how-long-did-it-take-to-implement) — 2 comments *(includes official response)*
  > **Top comment:** "Comment deleted by user."
- Title: [It shouldbe good if we can export the changes etc on Playbooks or have a clear idea on NPS score expectations.](https://www.g2.com/discussions/it-shouldbe-good-if-we-can-export-the-changes-etc-on-playbooks-or-have-a-clear-idea-on-nps-score-expectations) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "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..."
- Title: [How can I, launch two simultaneos NPScampaings](https://www.g2.com/discussions/how-can-i-launch-two-simultaneos-npscampaings) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "Hi Matheus, your CSM will be in touch shortly and help you to set it up :)

"
- Title: [What's the best way to manage crossell opportunities on planhat?](https://www.g2.com/discussions/40995-what-s-the-best-way-to-manage-crossell-opportunities-on-planhat) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "Hi Pedro,

Thanks for your question!

There are several ways to manage cross-sale opportunities in Planhat. Firstly, intelligent triggers and alerts can..."

---
**Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/dynamics-365-customer-insights-vs-planhat)