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Compare Planhat and Whatfix 
Featured Products
At a Glance
Market Segments
Mid-Market (60.9% of reviews)
Enterprise (44.7% of reviews)
Entry-Level Pricing
Custom
No pricing available
Planhat
Star Rating
(882)4.5 out of 5
Market Segments
Mid-Market (60.9% of reviews)
Pros & Cons
Entry-Level Pricing
Custom
Learn more about PlanhatWhatfix
Star Rating
(515)4.6 out of 5
Market Segments
Enterprise (44.7% of reviews)
Pros & Cons
Entry-Level Pricing
No pricing available
Learn more about WhatfixSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- G2 reviewers report that Whatfix excels in user support, with many users highlighting the platform's intuitive onboarding process and ongoing assistance. This has led to a seamless experience for clients, as noted by a user who praised the "excellent support provided during onboarding."
- Users say that Planhat offers a clean and customizable interface that makes it easy to manage customer accounts and visualize risks. Reviewers appreciate the platform's ability to centralize customer data, which enhances their overall experience.
- According to verified reviews, Whatfix stands out for its high-quality analytics, particularly in user-level insights. Users have noted the platform's effectiveness in providing actionable data, which helps in tailoring their strategies effectively.
- Reviewers mention that while Planhat has made significant updates to improve its functionality, some users still find it challenging to navigate certain features. However, the platform's visibility into customer health remains a strong point, as highlighted by a user who praised the "fast insight into risk."
- G2 reviewers indicate that Whatfix's focus on customer partnership is a key differentiator, with users appreciating the collaborative approach in shaping the product roadmap. This has fostered a sense of trust and reliability among clients.
- Users report that Planhat's analytics capabilities, particularly in segmentation and alerts, are robust, allowing for effective tracking of customer engagement. However, some users feel that Whatfix's analytics features are more user-friendly, making it easier to derive insights.
Pricing
Entry-Level Pricing
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/
Whatfix
No pricing availableFree Trial
Planhat
No trial information availableWhatfix
Free Trial is available
Ratings
Meets Requirements
8.6
734
8.8
350
Ease of Use
8.3
741
8.6
417
Ease of Setup
7.5
498
8.3
365
Ease of Admin
8.2
445
8.5
283
Quality of Support
9.2
713
9.7
350
Has the product been a good partner in doing business?
9.3
441
9.5
282
Product Direction (% positive)
9.2
684
9.8
334
Features by Category
Sales Force Automation
8.4
27
Not enough data
7.5
25
Not enough data
7.4
24
Not enough data
8.3
27
Not enough data
6.7
24
Not enough data
8.6
25
Not enough data
7.0
23
Not enough data
6.2
24
Not enough data
6.4
24
Not enough data
Marketing Automation
7.2
26
Not enough data
6.7
26
Not enough data
5.9
25
Not enough data
5.3
25
Not enough data
Customer Support
7.2
27
Not enough data
7.0
27
Not enough data
7.3
27
Not enough data
5.8
24
Not enough data
6.3
24
Not enough data
Reporting & Analytics
7.6
28
Not enough data
7.4
29
Not enough data
7.0
26
Not enough data
Mobile & Social
6.2
24
Not enough data
5.6
23
Not enough data
5.0
23
Not enough data
Platform
8.7
52
Not enough data
8.2
51
Not enough data
8.6
51
Not enough data
7.4
48
Not enough data
5.6
44
Not enough data
6.7
46
Not enough data
8.2
49
Not enough data
7.1
46
Not enough data
Integration
7.7
40
Not enough data
7.8
40
Not enough data
7.4
38
Not enough data
Generative AI
7.0
18
Not enough data
Agentic AI - CRM
6.1
17
Not enough data
6.4
17
Not enough data
6.5
17
Not enough data
5.9
17
Not enough data
6.5
16
Not enough data
6.1
16
Not enough data
6.0
16
Not enough data
Customer Information
8.6
555
|
Verified
Not enough data
8.8
549
|
Verified
Not enough data
8.8
560
|
Verified
Not enough data
8.2
545
|
Verified
Not enough data
8.5
512
|
Verified
Not enough data
8.0
489
|
Verified
Not enough data
7.2
420
|
Verified
Not enough data
Predictions
7.9
493
|
Verified
Not enough data
7.4
431
|
Verified
Not enough data
8.3
493
|
Verified
Not enough data
6.6
348
|
Verified
Not enough data
Platform
8.3
544
|
Verified
Not enough data
8.1
516
|
Verified
Not enough data
8.2
489
|
Verified
Not enough data
8.5
496
|
Verified
Not enough data
8.2
520
|
Verified
Not enough data
8.6
517
|
Verified
Not enough data
8.8
508
|
Verified
Not enough data
8.9
475
|
Verified
Not enough data
8.5
518
|
Verified
Not enough data
8.8
519
|
Verified
Not enough data
Generative AI
6.1
170
Not enough data
6.2
173
Not enough data
Agentic AI - Customer Success
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
98
Not enough data
Billing and Payments
7.9
80
Not enough data
7.6
68
Not enough data
7.5
74
Not enough data
Revenue Recognition
8.2
97
Not enough data
7.0
69
Not enough data
7.5
74
Not enough data
Revenue Optimization
8.1
103
Not enough data
7.4
78
Not enough data
8.2
106
Not enough data
7.8
92
Not enough data
User Analysis
Not enough data
8.0
158
Not enough data
8.1
174
User Support
Not enough data
8.2
166
Not enough data
8.0
144
Not enough data
8.0
144
Walkthrough Type
Not enough data
8.5
167
Not enough data
8.9
192
Platform Basics - Digital Adoption Platform
Not enough data
8.3
41
Not enough data
8.8
47
Analytics - Digital Adoption Platform
Not enough data
8.3
43
Functions - Digital Adoption Platform
Not enough data
8.4
44
Not enough data
8.7
52
Agentic AI - Digital Adoption Platform
Not enough data
7.2
29
Product Analytics
8.6
81
8.1
51
8.2
81
8.1
52
8.9
77
7.9
49
7.7
66
7.7
47
8.4
79
7.5
46
8.3
67
7.2
42
8.3
75
7.0
36
8.5
81
7.4
43
Agentic AI - Product Analytics
6.5
19
8.1
6
7.0
18
7.7
5
6.2
17
8.0
5
6.6
18
8.3
5
Data Sourcing
8.2
181
Not enough data
8.4
175
Not enough data
6.4
139
Not enough data
7.3
141
Not enough data
Intelligence
6.3
121
Not enough data
6.5
129
Not enough data
6.5
124
Not enough data
Sales Team
7.7
89
Not enough data
7.3
88
Not enough data
8.0
108
Not enough data
Intelligence
7.6
99
Not enough data
7.4
89
Not enough data
7.2
86
Not enough data
Mapping
6.9
84
Not enough data
8.2
99
Not enough data
Agentic AI - Customer Revenue Optimization
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
Not enough data
Platform Basics
8.0
166
Not enough data
7.9
151
Not enough data
8.2
146
Not enough data
7.7
132
Not enough data
7.8
137
Not enough data
Agentic AI - Customer Journey Mapping
6.4
36
Not enough data
Content
7.2
122
Not enough data
6.8
102
Not enough data
5.7
97
Not enough data
6.2
93
Not enough data
7.1
108
Not enough data
Collaboration
6.5
103
Not enough data
6.3
100
Not enough data
8.0
124
Not enough data
8.0
139
Not enough data
7.3
104
Not enough data
4.7
85
Not enough data
Onboarding Setup
8.6
252
Not enough data
8.1
256
Not enough data
8.6
258
Not enough data
Project Tracking
8.2
235
Not enough data
7.7
201
Not enough data
8.0
211
Not enough data
8.4
254
Not enough data
7.9
208
Not enough data
Customer Engagement
7.8
229
Not enough data
8.0
224
Not enough data
7.4
213
Not enough data
8.3
229
Not enough data
8.1
233
Not enough data
Generative AI
Not enough data
7.6
51
Self-Service Experience
Not enough data
8.9
149
Not enough data
8.8
143
Not enough data
8.2
95
Not enough data
7.0
68
Not enough data
8.2
84
Self-Service Platform
Not enough data
8.6
91
Not enough data
8.1
89
Not enough data
7.6
77
Not enough data
8.0
90
Agentic AI - Customer Self-Service
Not enough data
7.1
13
Not enough data
7.3
13
Not enough data
6.8
13
Not enough data
7.1
14
Not enough data
6.8
12
Not enough data
7.7
13
Not enough data
7.1
13
Customization - AI Agent Builders
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Functionality - AI Agent Builders
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 and Analytics - AI Agent Builders
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Integration - AI Agent Builders
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Functionality
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
Not enough data
Management
8.1
61
Not enough data
8.3
61
Not enough data
7.2
48
Not enough data
8.2
63
Not enough data
8.1
49
Not enough data
Generative AI
6.4
31
Not enough data
6.6
31
Not enough data
Categories
Categories
Shared Categories
Planhat and Whatfix are categorized as Product Analytics
Reviews
Reviewers' Company Size
Planhat
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Whatfix
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
37.7%
Information Technology and Services
18.4%
Marketing and Advertising
7.9%
Education Management
2.5%
E-Learning
2.3%
Other
31.2%
Computer Software
15.8%
Information Technology and Services
13.9%
Financial Services
3.9%
Insurance
3.7%
Banking
3.3%
Other
59.4%
Discussions
How long did it take to implement?
2 Comments
PB
6 weeks or so, but most of my time was spent organising our data rather than customising PH itself so it depends on what sort of state your data is in.Read more
What's the best way to manage crossell opportunities on planhat?
1 Comment
Official Response from Planhat
Hi Pedro,
Thanks for your question!
There are several ways to manage cross-sale opportunities in Planhat. Firstly, intelligent triggers and alerts can...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
What does Whatfix do?
3 Comments
GF
Overall, Whatfix aims to enhance user productivity, reduce support costs, and drive digital transformation within organizations.
How? Whatfix is a digital...Read more
What is the best way to showcase videos using the platform?
1 Comment
KE
Hi Christopher
I have added a video to the self-help tab.
You can do this if you have created the video and have it saved. I use Vimeo. Once you...Read more
Which one of them is a direct competitor of Whatfix?
1 Comment
GF
Digital Adoption Platforms are a category of their own. Because of the unique features and capabilities, it is hard to compare them to other types of...Read more
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