1. [Home](https://www.g2.com/) 2. ... 3. [Customer Success Software](https://www.g2.com/categories/customer-success) 4. [Planhat Discussions](https://www.g2.com/products/planhat/discuss) [ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_0b0117a1ce9cc6af3498adeee8b367f5/planhat.jpg "Product Avatar Image") ![Reward for good Planhat reviews](https://images.g2crowd.com/uploads/report_medal_translation/image/37339/medal.svg "Reward for good Planhat reviews") ](/products/planhat/reviews) [ Planhat ](/products/planhat/reviews) (955)4.5/5 Planhat is an agentic customer platform, built to give humans and AI agents the full context they need to drive exceptional customer outcomes. Commercial teams at B2B enterprises use Planhat to automate workflows across the entire customer lifecycle, from onboarding and expansion to renewals and scaled customer success, turning better outcomes into revenue growth and enduring profitability. The platform spans three solutions; a category-leading Customer Success Platform (CSP), a comprehensive CRM system, and most recently, an AI-native Professional Services Automation (PSA) offering. The PSA brings resource management, project delivery, and services revenue into the same unified data model that has powered Planhat's category leading CSP for over a decade, helping teams drive adoption, reduce churn, and identify expansion opportunities through Customer 360 profiles, health scoring, and customer analytics. Core capabilities include AI workflows, conversational AI, and customer portals, all based on high-fidelity time-series data. Planhat serves organizations across software, IT and telecoms, healthcare & life sciences, financial services, and security. Show More * * * ### 29 Discussions ### 30 Participants ### 72.0 Nps Score Already have Planhat? ### All Planhat Discussions Search Most CommentedMost HelpfulPinned by G2Newest All DiscussionsDiscussions with CommentsPinned by G2Discussions without Comments FilterFilter Filter byExpand/Collapse Sort by Most Commented Most Helpful Pinned by G2 Newest Filter by All Discussions Discussions with Comments Pinned by G2 Discussions without Comments ![Pinned by G2 as a common question](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Pinned by G2 as a common question") G2 Pinned by G2 as a common question • almost 3 years ago More Options - [ # What is Planhat used for? ](/discussions/what-is-planhat-used-for) What is Planhat used for? [ Client Onboarding Software ](https://www.g2.com/tags/client-onboarding-software)[ Client Portal Software ](https://www.g2.com/tags/client-portal-software)[ Customer Revenue Optimization (CRO) Software ](https://www.g2.com/tags/customer-revenue-optimization-cro-software)[ Product Analytics Software ](https://www.g2.com/tags/product-analytics-software) [ Subscription Revenue Management Software ](https://www.g2.com/tags/subscription-revenue-management-software)[ Customer Data Platforms (CDP) ](https://www.g2.com/tags/customer-data-platforms-cdp)[ Customer Success Software ](https://www.g2.com/tags/customer-success-software)[ Data Quality Tools ](https://www.g2.com/tags/data-quality-tools)[ Customer Journey Mapping Software ](https://www.g2.com/tags/customer-journey-mapping-software) Show More * * * \<0\>0\>Upvotes * * * 0 Comments [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Planhat+questions+and+get+answers+from+expert+users+in+our+Planhat+Discussions+section.&title=Planhat+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fplanhat%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Planhat+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fplanhat%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fplanhat%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Planhat+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fplanhat%2Fdiscuss%0aAsk+Planhat+questions+and+get+answers+from+expert+users+in+our+Planhat+Discussions+section.) 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[Martha D.](https://www.g2.com/users/4c84dc4f-debb-45a6-ab22-20465a5c6030 "Martha D.") • over 4 years ago Renewals Manager Renewals Manager More Options - [ # It shouldbe good if we can export the changes etc on Playbooks or have a clear idea on NPS score expectations. ](/discussions/it-shouldbe-good-if-we-can-export-the-changes-etc-on-playbooks-or-have-a-clear-idea-on-nps-score-expectations) [ Customer Success Software ](https://www.g2.com/tags/customer-success-software)[ Subscription Revenue Management Software ](https://www.g2.com/tags/subscription-revenue-management-software)[ Customer Revenue Optimization (CRO) Software ](https://www.g2.com/tags/customer-revenue-optimization-cro-software)[ Client Onboarding Software ](https://www.g2.com/tags/client-onboarding-software) * * * \<0\>0\>Upvotes * * * 1 Comment [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Planhat+questions+and+get+answers+from+expert+users+in+our+Planhat+Discussions+section.&title=Planhat+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fplanhat%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Planhat+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fplanhat%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fplanhat%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Planhat+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fplanhat%2Fdiscuss%0aAsk+Planhat+questions+and+get+answers+from+expert+users+in+our+Planhat+Discussions+section.) 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[Matheus C.](https://www.g2.com/users/06891936-92f8-40d3-8a6f-01df7fa32cc8 "Matheus C.") • over 4 years ago Customer Success Operations Customer Success Operations More Options - [ # How can I, launch two simultaneos NPScampaings ](/discussions/how-can-i-launch-two-simultaneos-npscampaings) aaaaaaaaaaaaaaaaaaaaaaaaaa [ Customer Success Software ](https://www.g2.com/tags/customer-success-software)[ Subscription Revenue Management Software ](https://www.g2.com/tags/subscription-revenue-management-software)[ Customer Revenue Optimization (CRO) Software ](https://www.g2.com/tags/customer-revenue-optimization-cro-software)[ Client Onboarding Software ](https://www.g2.com/tags/client-onboarding-software) * * * \<0\>0\>Upvotes * * * 1 Comment [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Planhat+questions+and+get+answers+from+expert+users+in+our+Planhat+Discussions+section.&title=Planhat+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fplanhat%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Planhat+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fplanhat%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fplanhat%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Planhat+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fplanhat%2Fdiscuss%0aAsk+Planhat+questions+and+get+answers+from+expert+users+in+our+Planhat+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Planhat+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fplanhat%2Fdiscuss%0aAsk+Planhat+questions+and+get+answers+from+expert+users+in+our+Planhat+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ![Pedro Henrique P.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Pedro Henrique P.") PP Loading... [Pedro Henrique P.](https://www.g2.com/users/4fd90bfe-e934-4b8f-bf5f-4a1bf4ff5d3d "Pedro Henrique P.") • over 5 years ago Customer Success Manager Customer Success Manager More Options - [ # What's the best way to manage crossell opportunities on planhat? ](/discussions/40995-what-s-the-best-way-to-manage-crossell-opportunities-on-planhat) I'm struggling with that, how do you do it? [ Subscription Revenue Management Software ](https://www.g2.com/tags/subscription-revenue-management-software)[ Customer Success Software ](https://www.g2.com/tags/customer-success-software) * * * \<0\>0\>Upvotes * * * 1 Comment [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Planhat+questions+and+get+answers+from+expert+users+in+our+Planhat+Discussions+section.&title=Planhat+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fplanhat%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Planhat+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fplanhat%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fplanhat%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Planhat+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fplanhat%2Fdiscuss%0aAsk+Planhat+questions+and+get+answers+from+expert+users+in+our+Planhat+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Planhat+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fplanhat%2Fdiscuss%0aAsk+Planhat+questions+and+get+answers+from+expert+users+in+our+Planhat+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ![Jesse D.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jesse D.") JD Loading... [Jesse D.](https://www.g2.com/users/c6525c68-56e9-4847-bdaf-3741676c239e "Jesse D.") • over 5 years ago Director of Client Success Director of Client Success More Options - [ # How long did it take to implement? ](/discussions/49802-how-long-did-it-take-to-implement) I am interested to know what the average deployment time is and what are the biggest hurdles. (Also just want to see who this form gets in front of :) [ Subscription Revenue Management Software ](https://www.g2.com/tags/subscription-revenue-management-software)[ Customer Success Software ](https://www.g2.com/tags/customer-success-software) * * * \<0\>0\>Upvotes * * * 2 Comments [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Planhat+questions+and+get+answers+from+expert+users+in+our+Planhat+Discussions+section.&title=Planhat+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fplanhat%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Planhat+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fplanhat%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fplanhat%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Planhat+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fplanhat%2Fdiscuss%0aAsk+Planhat+questions+and+get+answers+from+expert+users+in+our+Planhat+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Planhat+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fplanhat%2Fdiscuss%0aAsk+Planhat+questions+and+get+answers+from+expert+users+in+our+Planhat+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ## Start a New Software Discussion Have a software question? Get answers from real users and experts [Start A Discussion](/products/planhat/discussions/new) * * * ![Product Avatar Image](https://images.g2crowd.com/uploads/product/hd_favicon/419a7323b926f3ff16b400b2b7ca40c1/planhat%282%29.svg "Product Avatar Image") ### Have you used Planhat before? Answer a few questions to help the Planhat community [ Yes ](javascript:void(0))[ Yes ](https://www.g2.com/authorize?form=signup&return_to=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fplanhat%2Fdiscuss%3Fsmall_ask%3Dplanhat) No ## Top Contributors in Planhat 1 ![Sofia R.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Sofia R.") SR Loading... ### [Sofia R.](https://www.g2.com/users/5b7970f7-edb4-41eb-8011-02ab4c4cd714 "Sofia R.") Marketing Manager 4 pts 2 ![Jesse D.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jesse D.") JD Loading... ### [Jesse D.](https://www.g2.com/users/c6525c68-56e9-4847-bdaf-3741676c239e "Jesse D.") Director of Client Success 2 pts 3 ![Pedro Henrique P.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Pedro Henrique P.") PP Loading... ### [Pedro Henrique P.](https://www.g2.com/users/4fd90bfe-e934-4b8f-bf5f-4a1bf4ff5d3d "Pedro Henrique P.") Customer Success Manager 1 pt 4 ![Paul B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Paul B.") PB Loading... ### [Paul B.](https://www.g2.com/users/704af382-141f-4223-871b-ef7a51fe4cdf "Paul B.") VP Customer Success 1 pt 5 ![Matheus C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Matheus C.") MC Loading... ### [Matheus C.](https://www.g2.com/users/06891936-92f8-40d3-8a6f-01df7fa32cc8 "Matheus C.") Customer Success Operations 1 pt