--- title: Planhat Reviews meta_title: 'Planhat Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 961 reviews by the users' company size, role or industry to find out how Planhat works for a business like yours. aggregate_rating: rating_value: 4.5 review_count: 961 scale: '5' date_modified: '2026-09-28' parent_category: name: Customer Service url: https://www.g2.com/categories/customer-service --- # Planhat Reviews **Vendor:** Planhat **Category:** [Customer Success Software](https://www.g2.com/categories/customer-success) **Average Rating:** 4.5/5.0 **Total Reviews:** 961 **AI Verified:** At least 10 G2 reviewers have confirmed using this product's AI features and functionality. ## About Planhat 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. ## Planhat Pros & Cons Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews. **What users like:** - Users find the **ease of use** of Planhat exceptional, facilitating smooth integration and team adoption. (215 reviews) - Users commend the **exceptional customer support** from Planhat, enhancing their experience and ensuring effective collaboration. (155 reviews) - Users value the **extensive customization** options in Planhat, enhancing their experience and streamlining workflows effectively. (106 reviews) - Users appreciate the **automation efficiency** of Planhat, enhancing their workflow and streamlining customer management seamlessly. (103 reviews) - Users value the **helpfulness** of Planhat, noting its excellent support and comprehensive features for managing customer success. (103 reviews) - Users value the **efficiency** of Planhat for automating workflows and enhancing visibility into customer health. (98 reviews) - Users love the **automation capabilities** of Planhat, as it significantly saves time and enhances team productivity. (96 reviews) - Integrations (94 reviews) - Users value the **smooth implementation and supportive customer service** from Planhat, enhancing task management and project tracking. (94 reviews) - Insights (81 reviews) **What users dislike:** - Users find the **learning curve steep** , struggling to navigate features and setup pages during initial use of Planhat. (113 reviews) - Users find the **complexity of Planhat** daunting, with a challenging learning curve that hinders initial usability. (78 reviews) - Users note a **steep learning curve** with Planhat, though support accelerates the process and enhances understanding. (62 reviews) - Users face **integration issues** with Planhat, causing challenges in data management and trustworthiness among teams. (58 reviews) - Users find the **formula fields restrictive** , desiring greater flexibility and automation for easier customization and efficiency. (56 reviews) - Users note the **missing features** in Planhat, such as time tracking and enhanced customer portal functionality. (54 reviews) - Limited Functionality (52 reviews) - Difficult Learning (42 reviews) - Limited Features (42 reviews) - Limited Customization (40 reviews) ## Planhat Reviews ### 1. One window solution for growing ideas and business **Rating:** 3.5/5.0 stars **Reviewed by:** Saad U. | Associate Consultant and Analyst, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** November 12, 2024 **What do you like best about Planhat?** - Customer support and live chat feature renders greater flexibility and convenience - Central tool for data management and analysis - Possibility of integration with other tools e.g clockify. - Can be used by all team members and is helpful for day to day tasks **What do you dislike about Planhat?** - Limited widgets and tools for expanding on visualization - A somewhat difficult data model to reference different choice of metrics in different widgets, limiting the ability to customize and visualize. - Some limitations in terms of how sales metrics or numbers for each stage in the opportunities could be totaled and shown on top for each stage and cumulative volume or sales etc. This is a very helpful feature to have a quick glance at a high level for management meetings and discussions - It would also be great if there could be more AI-generated insights or suggested metrics based on the data which is being populated. I think it could be really beneficial and quick for business owners in brainstorming. **What problems is Planhat solving and how is that benefiting you?** It's helping to culminate the services efforts required with the total output generated in terms of sales or revenue and helps in recording and tracking all information on a single platform as the company's central data management tool. ### 2. Amazing Team To Help Build Your CS Team **Rating:** 4.0/5.0 stars **Reviewed by:** Chris C. | Data Analyst, Mid-Market (51-1000 emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** November 12, 2024 **What do you like best about Planhat?** The team behind the software. Every member of the the implementation team (in particular, Eric, Moa, Lauren, Andre and Bethany were superb. No question was too stupid to ask and for a complex setup like ours, they all were constantly looking to provide us the best solution that fit our technical and business needs. **What do you dislike about Planhat?** Some core functionality missing or not working as expected, in particular mandatory fields. Whilst Planhat has an option to make fields mandatory, it doesn't explicitly make it so. It's possible to still edit and miss "mandatory" fields which causes then implications on data quality, along with issues in our Salesforce integration where a bi-directional sync would fail due to the missing data **What problems is Planhat solving and how is that benefiting you?** Whilst we're yet to implement it, we can see how powerful the client portals will be, especially during onboarding. The ability to have projects and sequences setup, which compliment these portals, are really what we think will help us provide a smooth and consistent onboarding journey. Planhat has also brought some areas of data quality to the forefront where we've either been able to then further solidify processes or add automation to combat this. It's best feature and problem it solves though is that it brings all of our data sources together in one place. Integrating Salesforce, Gong, Intercom, our Data Lake into one area for our CSMs to use is really a game changer and will just continue to save the team time and stress. ### 3. A comprehensive tool that provides an overall, strategic, and customized view. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Public Relations and Communications | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** August 18, 2025 **What do you like best about Planhat?** Data is king: it is flexible, and the various customizable fields enable the extraction of relevant information for everyone, tailored to their role within the company. **What do you dislike about Planhat?** Nothing in particular, however, it does take time to master it. **What problems is Planhat solving and how is that benefiting you?** Planhat centralizes and customizes our data, making it easier to extract relevant insights for every team member based on their role. This improves our strategic decision-making, saves time, and ensures everyone has access to the information they need. We can follow our product usage, licence and revenue in one place ### 4. Powerful and Easy to use Customer Success tool! **Rating:** 5.0/5.0 stars **Reviewed by:** Klara J. | Customer Success Operations Manager, Mid-Market (51-1000 emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** November 11, 2024 **What do you like best about Planhat?** Planhat helps us act on data (customer data centralized in one place) and scale our ways of working, especially within post-sales processes. By doing this we can offer better service towards our customers throughout the whole life cycle and make sure we act on the right customer at the right time.

It is very user friendly and easy to get the hang of! We also get stellar help from the Planhat CSM team but there is also a lot of good self-learn material available. **What do you dislike about Planhat?** There are some functionalities that can be developed further such as being able to chat with the customer within their customer portal.

Also, there are some limitations in the Salesforce integration that requires you to adapt and build formula fields in Salesforce to get the data you want into Planhat. **What problems is Planhat solving and how is that benefiting you?** It helps us understand our customers and support them throughout the customer journey in a more scalable and data-driven way maintaining a high service quality.
That affects and helps us reach company critical KPIs such as Churn, NRR etc. ### 5. A lot of room for improvement **Rating:** 1.5/5.0 stars **Reviewed by:** Stefan K. | Senior Director Customer Success, Mid-Market (51-1000 emp.) **Validated Reviewer:** Validated through a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** June 11, 2025 **What do you like best about Planhat?** Seems to work for ICs and workflows in general, but not at all for me as a revenue leader **What do you dislike about Planhat?** Data objects and connections are not logical User experience is clunky Filtering on dashboards is misleading Disconnection of account, note and report Inability to drill into simple reports on dashboards Reactivity of supports Creators/Writers of conversations & notes are not tracked automatically **What problems is Planhat solving and how is that benefiting you?** Should help making data more accessible and workflows easier for CSMs, but CS support and general usability make that highly doubtful. ### 6. Unable to run CS without Planhat **Rating:** 5.0/5.0 stars **Reviewed by:** Danka B. | Head of Customer Success, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** November 08, 2024 **What do you like best about Planhat?** Planhat has genuinely enabled my entire team to level up their overall performance. Not just is tool that has helped us visualize our customer profiles, but we have been able to create actionable insights based on all the data that we are ingesting and our CSMs are now able to have a proactive mindset instead of just putting out fires.

Planhat's support is also top-tier. The TAM, CSM, support staff have all been amazing and knowledgeable. I get so much more than just "support" from Planhat - they have been a strategic partner who challenges me and helps me get better. **What do you dislike about Planhat?** Dashboards are so valuable, but it would be great if Data Tables could be included in the Scheduled email feature - even if you add a limit to # of items. This would help me immensely with my CEO and getting him timely reporting. **What problems is Planhat solving and how is that benefiting you?** We have been unable to narrow down all of our complex contracts and licenses and get a good idea of when our renewal dates are, when to act etc. Onboarding has also been improved via the customer portal. ### 7. The Power of Planhat **Rating:** 5.0/5.0 stars **Reviewed by:** Mackenzie B. | Sr Customer Success Manager, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** November 08, 2024 **What do you like best about Planhat?** Some of my favorite things about Planhat are the workflows and how easy it is to collaborate with your clients on goals and to-do lists (love being able to assign a due date and checking things off). I am also a big fan of the Conversations feature so I can see how my teammates are replying to certain questions or get inspiration for how to approach certain subjects. **What do you dislike about Planhat?** Sometimes the number of features can be overwhelming and it does take a few weeks to figure out what features are most relevant to you and how to best incorporate them into your day - but really this is a good problem to have as it seems like there is a feature for just about anything! Additionally, I have difficulty formatting some of the Portal Pages and formatting notes in the Activity Log. It would be great to get more formatting features added in (Color Coding etc). **What problems is Planhat solving and how is that benefiting you?** Solves the problem of having a centralized place to keep track of accounts and share it easily with leadership/other colleagues etc. Also solves the problem of having a hub of information for Clients to collaborate on as well. ### 8. Valuable insights **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Validated Reviewer:** Validated through Google using a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** October 10, 2025 **What do you like best about Planhat?** We have a clear overview of what's happening at our customers right now. It helps us being proactive and be in contact with the customer on time. **What do you dislike about Planhat?** There is a lot possible in Planhat. But because of that, It's not always very userfriendly. **What problems is Planhat solving and how is that benefiting you?** We had a very high churn rate. Because of Planhat the curn rate is significant lower. ### 9. Not easy to set up and understand **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** August 11, 2025 **What do you like best about Planhat?** I like you have everything in one place about a client **What do you dislike about Planhat?** Set up is complex and takes a lot of time. UI is not always very intuitive so often need to reach out to support **What problems is Planhat solving and how is that benefiting you?** saves time collecting all data is spreadsheets and easy to share and update client info ### 10. Wonderful experience overall! **Rating:** 4.5/5.0 stars **Reviewed by:** Kyle K. | Director, Customer Success, Mid-Market (51-1000 emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through Google using a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** October 23, 2023 At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review. **What do you like best about Planhat?** What I like best about Planhat is the general ease of use. Once you have data flowing, it is very easy as a novice to go in and start setting up filters, playbooks, templates etc. The SFDC integration is also very easy to get setup and running. The Customer Success team has been wonderful, always helpful! The CS org loves using the platform and has adopted it well thus far - making their lives easier and more efficient. **What do you dislike about Planhat?** I find that sometimes the support responses to questions take a bit of back and forth to get a point across and addressed. I usually loop in our CSM who is able to address it or help move things along. **What problems is Planhat solving and how is that benefiting you?** Centralizing data for the entire organization. Using that data in our customer journey and tactically for our CSM's, health, churn mitigation etc. Running playbooks NPS Slack integration ### 11. Great Tool, lots of flexibility **Rating:** 4.0/5.0 stars **Reviewed by:** peter k. | Sr Director of Growth, Mid-Market (51-1000 emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** February 24, 2025 **What do you like best about Planhat?** I enjoy the fact that Planhat can connect with our back end system and automate a lot of customer management. Field customizations and dynamic metrics with formulas are helpful. Also, that it connects with different integrations like Slack is great. **What do you dislike about Planhat?** It could be more user friendly. It is possible to add a lot of different fields and it gets really messy over time. Automations have always been very complex to set up. **What problems is Planhat solving and how is that benefiting you?** Being able to see quickly which customers need more attention and look up all communication with intercom and email integrations ### 12. User-Friendly and Configurable App with Powerful AI, but Needs Better Admin Import Tools **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Validated Reviewer:** Validated through Google using a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** October 15, 2025 **What do you like best about Planhat?** The application is exceptionally user-friendly for CSM and AM teams. It's also highly configurable to meet your specific needs, and the recently launched AI features are both powerful and significant time-savers. **What do you dislike about Planhat?** I would like the ability for Admins of mass import/update records. **What problems is Planhat solving and how is that benefiting you?** Customer Success management ### 13. Planhat is a great CSM tool with a lot of possibilities that helps me in my daily work! **Rating:** 5.0/5.0 stars **Reviewed by:** Melody J. | CSM, Mid-Market (51-1000 emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** November 03, 2022 At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review. **What do you like best about Planhat?** - The overview and how easy it is to filter - The possibility to customize it to our way of working - The help and support we get from Simon. I also like your helpdesk. **What do you dislike about Planhat?** I'd like a better solution for preview/testing the NPS before sending it out. **What problems is Planhat solving and how is that benefiting you?** It helps me gather data from many sources, so it saves me time and helps me to prioritize Reminds me of what's essential to take action day by day and when health scores drops. ### 14. Great All-In-One Platform **Rating:** 4.5/5.0 stars **Reviewed by:** Rachael L. | Customer Success Manager, Mid-Market (51-1000 emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through Google One Tap using a business email account **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was not provided any incentive by G2 for completing this review. **Reviewed Date:** September 30, 2024 **What do you like best about Planhat?** Our organization utilizes over 300 systems/platforms, and Planhat is, in my opinion, the best. As the title mentioned, Planhat is a great all-in-one platform for managing your book of business. I am able to send/receive emails, understand new opportunities, schedule needed tasks/activities, track MRR/ARR, understand my accounts' health, upload documents/attachments, and have visibility into customer contacts. As the Planhat team is truly collaborative in implementing requested personalization, there are many more benefits specific to my team and me. **What do you dislike about Planhat?** My only complaint is the difficulty surrounding the formatting of emails. Bullet points can be difficult to implement, and copying & pasting from other sources can cause issues, as adjusting the font to match from different sources doesn't always work well. **What problems is Planhat solving and how is that benefiting you?** In my previous role with my company, I did not have access to Planhat and was reliant on several systems/platforms for customer information and management. After moving to my current role in Customer Success and utilizing Planhat, I can safely say it has replaced nearly every system I was using prior to. ### 15. Such a powerful tool! **Rating:** 5.0/5.0 stars **Reviewed by:** Raya A. | Operations Unit Project Manager, Mid-Market (51-1000 emp.) **Validated Reviewer:** Validated through Google using a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** March 03, 2025 **What do you like best about Planhat?** So many things stand out about PH; - It's very easy to use and navigate, with an extremely user-friendly interface - Our account manager Paulina, and the entire support team are nothing short of AMAZING - Endless powerful possibilities to understand, analyze, and segment your data and clients - Allows our customer success team to properly engage with their accounts **What do you dislike about Planhat?** Its built with the assumption that businesses operate on the concept of renewals, so most revenue-based calculations and modules are based on that. But not all businesses operate in the same manner and this leaves quite a gap in accurate revenue analysis. **What problems is Planhat solving and how is that benefiting you?** Better understanding of our data and client base ### 16. A robust solution that covers all of your GTM needs from prospecting through the customer lifecycle. **Rating:** 4.5/5.0 stars **Reviewed by:** Brian G. | Director of Account Management and Product Support, Mid-Market (51-1000 emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through Google using a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** November 14, 2024 **What do you like best about Planhat?** I like that we have multiple Go-To-Market teams plugged into the solution and everyone is invested in the success of our customers. The fact that we can automate repetitive tasks, such as sending out regular check-ins, onboarding emails, or renewal reminders, frees up our customer success teams for more hands-on touches to our strategic accounts. **What do you dislike about Planhat?** Sometimes Planhat can be a bit daunting. Since it is such a robust solution there is so much you can do with the tool that you sometimes get a little overwhelmed and might not know where to start. **What problems is Planhat solving and how is that benefiting you?** We use Planhat for customer health scoring, churn prediction and prevention, account management and segmentation, automation and workflows, customer insights and reporting, onboarding and adoption tracking, and collaboration with other teams. ### 17. Excellent platform, even better customer service. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** This review contains authentic analysis and has been reviewed by our team **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** October 02, 2025 **What do you like best about Planhat?** Ability to manage the overall customer experience and variety of touchpoints throughout their implementation and ongoing usage journey. Our support and customer success teams rely on Planhat to measure user adoption, use cases leveraged in our solution, activity and much more. **What do you dislike about Planhat?** We have not yet integrated Planhat with our other enterprise systems, which is being worked on but requires some effort. Not necessarily a Planhat limitation. **What problems is Planhat solving and how is that benefiting you?** User adoption and being able to track user journey, to ensure CSAT and increase upsell revenue. ### 18. A flexible platform that adapts to modern CS teams **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** October 02, 2025 **What do you like best about Planhat?** Planhat gives us the flexibility to structure our customer success process in a way that actually reflects how we work, instead of forcing us into rigid templates. The ability to create custom portals, objectives, and dashboards means our team can align directly with customer outcomes. The UI is clean, intuitive, and makes it easy for CSMs to engage with the data they need day-to-day. I also appreciate how quickly the team responds to feedback and continuously rolls out thoughtful improvements. **What do you dislike about Planhat?** I don’t have any real dislikes about Planhat. For us, it’s been more about learning how to take advantage of the flexibility the platform gives. The customization options are powerful, and once you align internally on how you want to structure things, it really pays off. The team is transparent about their roadmap and open to feedback, which makes the experience even stronger. **What problems is Planhat solving and how is that benefiting you?** Planhat helps us centralize customer data and translate it into actionable insights, which is critical for scaling customer success without losing visibility. It’s solving the challenge of aligning Product, CS, and Revenue teams around the same view of customer health and outcomes. By customizing dashboards, workflows, and portals, we’ve been able to track adoption, identify risks earlier, and drive more meaningful executive conversations with our customers. The benefit has been a clearer line of sight from customer engagement to renewal and expansion opportunities. ### 19. Fast and Easy Adoption **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through Google One Tap using a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** November 20, 2024 **What do you like best about Planhat?** Our team was excited about getting Planhat and started adopting it for efficiency gains in logging meeting notes, managing tasks, and sending emails right away. The initial training took just a few hours and the team was off and running. There is of course a learning curve, but we have been very pleased with the level of engagement, feedback, and adoption we have seen from the team and they proactively share tips and tricks with each other as they discover them and put them into practice each week. We are nearly six months out from our initial go-live and have a long list of efficiency gains in day-to-day tasks; improved tools, views, reporting, and processes to manage our books of business; and a Customer 360 View that we did not have before. We are looking forward to exploring additional functionality around Success Planning, Customer Portals, and automated triggers for expansion and risk alerts over the next few quarters. It's not unusual to hear the question, "Can we do that in Planhat?" in almost every leadership or planning meeting, and often the answer is, "yes, we can!" **What do you dislike about Planhat?** Many of our customers have multiple subscription agreements with different term dates, lengths, spend, and products. Planhat doesn't seem to manage this well, resulting in erroneous data around ARR, renewal dates, customer stage, and health. The GCalendar integration has also proven to be a bit challenging, with some updates overriding the activities in Planhat and others not, so we have had to rethink how we prep for meetings to ensure that the information isn't lost in the next update. We often have to choose between filtering data at the account level or at the opportunity level, but cannot do both, and we need to be able to do both in the same filter view. We have also hit several snags trying to bring data in from SFDC because of limitations in what we can bring over and how it would show up in Planhat. Our CSM and TAM have been great about helping us to troubleshoot, but some things we just haven't been able to solve for. **What problems is Planhat solving and how is that benefiting you?** Eliminate disparate systems and bring insight, efficiency and strategy to customer engagement ### 20. Excellent tool for customer success processes **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through Google One Tap using a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** November 14, 2024 **What do you like best about Planhat?** Planhat is an excellent tool for team management, customer management and overall customer success processes. What I especially like is how I can integrate so many different tools in one place to get an holistic overview of our customer base and its well-being. Me and my team uses Planhat on a daily base. I've worked with Planhat for almost 10 years and have appreciated the collaboration throughout this time as well as recommended it to new customers to Planhat. **What do you dislike about Planhat?** Smaller issues that can cause a lot of frustration such as: 1. Integrations break - often detected way too late 2. Overwhelming at times - I feel sometimes that Planhat should "settle" with CS processes and not go too broad in their offering. Too many nice-to-have while some need-to-have would require more attention from product development. **What problems is Planhat solving and how is that benefiting you?** Increased transparency of how our customer base is doing, what each CSM is doing and how we can better support both team members and customers. ### 21. A good product made great by the people involved. **Rating:** 4.5/5.0 stars **Reviewed by:** Diarmuid C. | Business Data Analyst, Enterprise (> 1000 emp.) **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** November 14, 2024 **What do you like best about Planhat?** The people! The team at Planhat are helpful at every stage, often going much further than expected to help out with issues, some of which are on our end. Support, when needed, have been very helpful. They give great suggestions and help with our issues in a timely manner. The product for CSMs is really impressive, freeing up their time to care for our customers in the best manner they see fit. The development and roadmap is really exciting and I can't wait to see the improvements Planhat have on offer. The ability to onboard our cross-functional team is also very exciting. Planhat will add great value to our services and TAM teams. The tool integrates really well with all the big warehouses and systems, including Snowflake, Salesforce, and AWS. **What do you dislike about Planhat?** The initial load on admins is heavy. Alongside a steep learning curve, particularly on admins, this hindered implementation in the early stages. In the beginning we struggled to sync our large Snowflake database. This was due to data hygiene issues on our end and some technical details that Planhat hadn't quite worked out. The team swiftly fixed their issues and provided guidance to improve our data. Debugging of issues is much more difficult than it needs to be. Providing error logs would make the admin job much more straightforward. Formula fields and automations remain a tad buggy and are limited on a few counts. The chaining of formula fields results in delayed data syncs. Basic 'OR' logic in filters isn't supported. There is no native Unsubscribe option in Planhat's emails. This has resulted in us creating our own option, which has some flaws and may result in some missed users. **What problems is Planhat solving and how is that benefiting you?** Automating workflows for our CSMs. Data visualisation is really straightforward, allowing us to focus in on poor data hygiene and make the necessary steps to improve this. ### 22. The best customer success tool in the market! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** November 13, 2024 **What do you like best about Planhat?** All the essential features a Client Success Manager needs are conveniently located in one place! I appreciate how user-friendly, customizable, and versatile it is for filtering and finding exactly what you need. Our biggest challenge was maintaining transparency about clients across the organization, and PlanHat resolved this seamlessly. Not only that, but it has become an indispensable tool used daily by our entire team. The implementation was quick, and we can always rely on our CSM for prompt support, whether through a call or a quick email response. We wouldn’t be where we are today without her commitment, and PlanHat has only amplified our success. **What do you dislike about Planhat?** The platform may come with a slight learning curve due to its extensive capabilities. However, once you get the hang of it, navigating and using its features becomes seamless. **What problems is Planhat solving and how is that benefiting you?** Planhat is revolutionizing our approach to onboarding, client retention, and revenue tracking! We’re thrilled to have moved away from manual Excel sheets and now rely on Planhat as our single source of truth for everything we do. ### 23. A game changer for Customer Success teams **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** November 13, 2024 **What do you like best about Planhat?** Email module: - Being able to send emails directly from Planhat - Email templates to be created and implemented by the whole team, all inside the tool - As a manager, being able to track emails that have been sent by the team Data module: - The modularity of the tool, you can mix/match data as you wish - Having the possibility to create dashboard within the tool - Everything in one place, it is well thought Integrations: - Integrations with our ecosystem (Snowflake, Salesforce, Intercom) Support: - Monthly calls and check-ins with our CSM - Reactivity of the support team - The chatbot is a good one **What do you dislike about Planhat?** Sometimes I feel overwhelmed by the amount of information displayed, I wish it was a bit more "minimalistic" sometimes. I wish we had the opportunity to clean up inactive filters, folders, emails automatically. Sometimes the logic is lacking behind key features, e.g. you cannot change the CSM owner of an account and have this new person applied to all workflows, it requires a manual task that is time-consuming. **What problems is Planhat solving and how is that benefiting you?** Everything is in one place, you can manage the whole lifecycle of the customers, from onboarding to renewal and so forth. As a manager, I can track actions from my team and find the data easily. Overall, it's a tool that saves us some precious time! ### 24. Decent UI with some questionable data structuring **Rating:** 3.5/5.0 stars **Reviewed by:** Tommy D. | Senior Customer Experience Operations Analyst, Enterprise (> 1000 emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** November 11, 2024 **What do you like best about Planhat?** Overall, Planhat is a fine product. It's easy to navigate and comes with a decent amount of customization options. **What do you dislike about Planhat?** It's somewhat difficult to get data into the system. You need to structure datasets in very specific ways. Filtering options for data being brought in from Salesforce are limited. Filtering options for bringing in data from a data warehouse are non-existent and must be defined in your external model. **What problems is Planhat solving and how is that benefiting you?** Planhat is giving our customer-facing teams a central location to create Mutual Action Plans and set long-term success criteria for each organization they support. It also is giving a centralized view of their Book of Business and the health of each account within it. ### 25. Comprehensive, Customizable, and Intuitive! **Rating:** 5.0/5.0 stars **Reviewed by:** Grace T. | Sr Manager, Strategic Client Development, Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** November 12, 2024 **What do you like best about Planhat?** Customization: Planhat provides endless customization options, allowing teams to create workflows, dashboards, and reporting tailored specifically to their goals and metrics. Integration: Integrating with other tools is fairly seamless. The Gmail integration, data filtering, and insights tools keep all the information in one place. Team Collaboration: Planhat makes collaboration across teams easy and efficient, providing shared access to customer information, notes, and conversations. This keeps everyone aligned and helps break down silos between teams! **What do you dislike about Planhat?** While Planhat offers powerful customization options, there can be a learning curve when it comes to creating custom metrics and formula fields. However, Planhat’s customer support and chat feature is outstanding—they’re always quick to help us get the most out of the tool and guide us through advanced configurations. **What problems is Planhat solving and how is that benefiting you?** Planhat is helping us streamline and standardize our onboarding processes by automating and scaling communications and administrative tasks, making the experience more efficient and consistent. Additionally, it allows us to create a customized portal for our clients during onboarding, fostering a more collaborative and tailored experience. ### 26. It's being great! **Rating:** 5.0/5.0 stars **Reviewed by:** Thais S. | Data Analyst and CS Ops, Mid-Market (51-1000 emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through Google using a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** November 11, 2024 **What do you like best about Planhat?** For me it was really easy to configure and start using Planhat. They recommend 2 months of onboarding and setting up the platform, but since we had a previous platform, we're able to integrate everything and start using in one month only. It has everything we need, and it's very customizable. It's being a great experience in daily usage, and I'm having a great experience with Tyler (who helped us setting up everything) and with Sabrina (our CS). **What do you dislike about Planhat?** Because it's everything so customizable, sometimes you have to work across multiple areas to set a workflow. **What problems is Planhat solving and how is that benefiting you?** We're getting a better view of our clients, and that's helping us to map churn and grow revenue. ### 27. Planhat brings everything into the Single Source of Truth **Rating:** 4.5/5.0 stars **Reviewed by:** Jordan F. | Sr. Customer Success Manager, Mid-Market (51-1000 emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** August 27, 2024 **What do you like best about Planhat?** I find that the customizability of reports, workflows, and sequences really helpful to my workflow. As a Customer Success Manager, I'm in meetings for 3-4 hours a day, and to know what is happening and when it is happening is key to my success. Planhat makes it easy to digest, iterate, and share across teams exactly what is happening with the customer. **What do you dislike about Planhat?** I find the emails that are sent from Planhat difficult to use. The formatting is challenging and it never looks like it does in my inherent Gmail. **What problems is Planhat solving and how is that benefiting you?** Daily, Planhat helps me organize my day, and also organize tasks for clients. Beyond that, it remains our single source of truth for revenue and invoicing, customer conversations and much more. Additionally, our team didn't have great insights into the ideal customer journey, with many word documents, templates, and notion articles to source 'what do I need to do with my customer next?' Planhat solves that with their workflows and sequences, and allows Customer Success Managers like me to easily know what the next step is at any point in the client process. We're also leveraging Planhat for off track clients and alerting us of potential churn sooner rather than later. ### 28. Endless opportunities **Rating:** 4.5/5.0 stars **Reviewed by:** Morika G. | Director, Global Customer Success, Mid-Market (51-1000 emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** February 28, 2024 At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review. **What do you like best about Planhat?** The data structures are generally flexible and allow you to integrate data from various sources and formats, even where native integrations do not exist I generally disagree with comments that the UI is not intuitive - it takes a week or two to get used to, but I find it generally easy to operate. There are some opportunities for the UI to be intuitive but I also know that a new UI is coming up any time now The depth and breadth of functionality is frankly very strong - it is rarely about whether Planhat can do something and a lot more about when YOU'll get the time to set it up The Support team are quick and knowledgeable - they solve a good amount of my problems directly in the app via chat Our CSM and TAM are exceptional - we are a small business but feel we are as important as any of their customers **What do you dislike about Planhat?** Data structures are flexible BUT they tend to over-rely on timeseries data. You are unable to compare changes and differences between specific points of time (e.g. compare SUM of X in March23 to SUM of X in March 22) - everything depends on a calculation from today. As a business that operates in a very seasonal industry, this is a challenge for us - we have had to rely on workarounds to achieve some of our use cases. **What problems is Planhat solving and how is that benefiting you?** Creating a consistent, automated health score Keeping all customer data in the same place NPS Reporting ### 29. Very powerful Customer Success tool **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through Google One Tap using a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** November 11, 2024 **What do you like best about Planhat?** Planhat offers you a variety of different filters/views to visualise your customer data and build automations for internal teams. You can build pretty much any automation you need, I strongly recommend to take the Certifications that are offered, as well as make use of the Help documents and of the amazing and kind support team! I use Planhat every day and I am very happy with the tool. **What do you dislike about Planhat?** I wouldn't necessarily say dislike, it can take a while to understand all the capabilities of the tool because they are a bit complex (how you build your data models and how they can interact with one another). Nothing really negative, but perhaps it would be nice to have a more guided/easier user journey (especially at the beginning). **What problems is Planhat solving and how is that benefiting you?** Planhat helps us to have a place where we can control and update all of the relevant customer data and all the data that we want to action in some way. We also monitor account usage and every CSM can easily see where action is needed and where end users are thriving. ### 30. Simple with enough features to manage customers **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** November 11, 2024 **What do you like best about Planhat?** Planhat gives the right level of data modelling features, there is enough scope for customisation to suite particular business needs, however not so much customisation that it is hard to implement or scale within an organisation. The support team are incredible, on hand to answer any questions and response times vary, but typically within a couple of hours. Planhat is easy to integrate with SDFC and create bidirectional integrations, plus we can bring in other sources of data with ease. **What do you dislike about Planhat?** There are minor UI settings which cannot be changed, which can create a slight frustration when trying to build out reporting or user views. **What problems is Planhat solving and how is that benefiting you?** All customer data (from various sources) in a single place. Where all company can go and find out the latest. No longer does anyone ask... what is the latest with customer X - rather we direct them to Planhat, read the objectives and how are we tracking and ask an informed question on a particular objective or risk. ### 31. Planhat: A Must-Have Tool for Customer Success Teams **Rating:** 5.0/5.0 stars **Reviewed by:** David B. | Director of Customer Success, Mid-Market (51-1000 emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** August 27, 2024 **What do you like best about Planhat?** Planhat is an excellent CSP. Its user-friendly interface makes it easy to navigate, even for first-time users. The platform also offers a wide range of features that streamline processes, enhance customer tracking... customer management. Planhat’s services are top-notch, with responsive support and helpful resources that ensure users get the most out of the platform. Highly recommend it for any organization looking to elevate their customer success strategy. **What do you dislike about Planhat?** One improvement I’d like to see is the addition of a mobile app, which would make accessing key features on the go even more convenient. **What problems is Planhat solving and how is that benefiting you?** Planhat is solving the challenge of consolidating customer data and information in one place, which is essential for CSMs to manage accounts efficiently. Instead of using multiple tools or platforms, CSMs can access everything they need—such as customer health, engagement history, and renewal data—all in one centralized dashboard. This saves time and helps ensure no crucial information is missed. For leadership, Planhat provides full visibility into the customer journey through robust reporting and analytics. Having this data readily available allows for better decision-making and tracking of key performance metrics. ### 32. Customer Success Made Easier **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** November 14, 2024 **What do you like best about Planhat?** Planhat gives our organization the ability to have one, unified space to conduct onboarding and adoption initiatives in a scaled and organized manner. The interface is user friendly, making it easy to navigate and customize according to our specific needs. Having the ability to create step-by-step guidance that is easy to disseminate into our teams, has been a gamechanger. Customer support is fairly good, with quick action taken to solve our concerns. **What do you dislike about Planhat?** Planhat is working very hard to mature, but has a lot of growth to do in order to better serve large enterprises. Planhat 2.0 looks like it will be a huge leap in the right direction, and we look forward to migrating. **What problems is Planhat solving and how is that benefiting you?** Planhat is allowing us to have a single place to bring greater onboarding and and adoption experiences to our customers. This helps us to make the approach consistent across teams and keep people accountable. ### 33. Planhat is a trusted partner who understands our business needs and is dedicated to our success. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** November 18, 2024 **What do you like best about Planhat?** Planhat is giving us visibility into insights regarding our customer engagements and a platform to drive a consistent customer experience across business areas. Our CSM, TAM, and the Planhat Support team have been alongside us every step of the way providing recommendations and helping hands to ensure our success. **What do you dislike about Planhat?** Like any product with functionality that can align to various business needs, part of the success depends on having internal team members dedicated to the implementation and beyond. Not a dislike of Planhat, but a reality to get the greatest value and adoption. **What problems is Planhat solving and how is that benefiting you?** Planhat gives our team the ability to execute on a new customer engagement model, identify customer risks, and use workflows to provide consistent experiences throughout the customer journey. Rather than a team figuring things out as they go, we have structure, consistency, and actions needed through Planhat. ### 34. Dashing Boards! **Rating:** 4.5/5.0 stars **Reviewed by:** Sebastian K. | Customer Success Manager Key Accounts, Mid-Market (51-1000 emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through Google using a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** August 16, 2024 **What do you like best about Planhat?** Tracking data never looked so good! The amount of data that can be tracked is amazing. At the same time, the option to build fully customisable dashboards to keep a clear overview is extremely helpful. Apart from data, we keep track of all our customer conversations, agreements, customer goals and much, much more. A wonderful platform where I can find all my daily data needed to maintain optimal overview of my customers. **What do you dislike about Planhat?** The data is really dependent on what you feed. If there's a discrepancy, it does take some manual work to adjust it and set it right. Contract date vs Renewal date is also a little confusing, but this should be able to be fixed from our own end. **What problems is Planhat solving and how is that benefiting you?** NRR prediction, minimizing churn risk, timely outreach with customers to check if their goals still align. This all benefits customer relationship as well as company revenue generation/continuation. ### 35. Flexible, powerful platform for post-sale customer success **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer & Network Security | Enterprise (> 1000 emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a review partner **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** November 15, 2024 **What do you like best about Planhat?** The platform is flexible enough to be able to orchestrate very targeted customer interactions ... not just customer success (onboarding, adoption etc.) but also post-sale customer engagement for growth (cross-sell and upsell). **What do you dislike about Planhat?** Planhat is still evolving as a company and as a result are a bit behind other vendors in terms of sophistication of functions that extend beyond the core platform (e.g., marketing, thought leadership, events, etc.). **What problems is Planhat solving and how is that benefiting you?** We are using Planhat to scale out our post-sale customer care & feeding activity, in particular. We do not have adequate resources to provide dedicated support based on the large number of customers we have. Planhat allows us to extend consistent support to customers after the sale (onboarding, adoption etc.) and also allows us to instrument customer marketing plays (e.g., peripheral offers based on existing customer assets owned and usage data). ### 36. All-in-One Solution for Streamlined Customer Success **Rating:** 5.0/5.0 stars **Reviewed by:** Asma K. | Implementation Enablement and Revenue Operations, Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through Google One Tap using a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** November 17, 2024 **What do you like best about Planhat?** What I like best about Planhat is its extensive range of integrations, which brings everything together in one platform. This simplifies processes, enhances efficiency, and creates opportunities for impactful growth, making successful implementations much easier to achieve. **What do you dislike about Planhat?** While Planhat offers many unique and amazing features, some have limitations that leave room for improvement. However, these features are not commonly found in other software I've used, and their availability in Planhat sparks ideas for how they could evolve and be utilized on a larger scale. **What problems is Planhat solving and how is that benefiting you?** Planhat solves the problem of centralizing customer data and streamlining communication for the customer success team. It enables the identification of trends, effective reporting, and storytelling to improve internal processes and product development. Additionally, its integration capabilities with other software optimize efficiency by consolidating information that would otherwise be difficult to connect manually. ### 37. Use Planhat to manage customer success (great new UI!) **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account added to their profile **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** May 20, 2025 **What do you like best about Planhat?** Is a great management tool for facilitating a customer journey and brings together relevant customer data points. **What do you dislike about Planhat?** the user interface was due for a make-over and looks to be significantly better. **What problems is Planhat solving and how is that benefiting you?** Get customers to value thru a predictive journey, contributes to Strong GRR and expansion ### 38. Amazing Product and Great Support **Rating:** 5.0/5.0 stars **Reviewed by:** Soumalya M. | Customer Success Manager, Mid-Market (51-1000 emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through Google One Tap using a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** November 11, 2024 **What do you like best about Planhat?** The people and the product. People working in the org are very helpful and are up for help anytime. Doa, Nicholas, and Sabrina make a dream team for any company. The product is a very smart product and your visibility increases to a great extent with the advent of Planhat. **What do you dislike about Planhat?** I won't say a downside but the product is vast and is sometimes overwhelming. However, there are help videos and courses to learn planhat and make your life easier. **What problems is Planhat solving and how is that benefiting you?** I think the biggest problem was visibility from the higher up and cross functional visibility. Planhat definitely was able to address that. ### 39. Fantastic solution to aggregate customer data into actionable insights **Rating:** 5.0/5.0 stars **Reviewed by:** Jean-Sébastien G. | VP Customer Experience, Mid-Market (51-1000 emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** November 12, 2024 **What do you like best about Planhat?** Customer 360
Health Scoring
Alerting / Notifications
Playbooks / workflows
Dashboard / Analytics capabilities

Usability
Flexibility

Customer Support reactivity and expertise

All of the above makes our Customer Success and Account Managers team a lot more informed and scalable. Most of them use it daily. **What do you dislike about Planhat?** It takes some time to educate yourself about all the data handling capabilities. The solution is probably underutilized in that respect.

Could do with clearer packages / pricing. **What problems is Planhat solving and how is that benefiting you?** Planhat aggregates data and makes it meaningful. Usage alerts help us detect potential churn signals.
Planhat enables teams to deploy scalable playbooks to support higher performance. ### 40. Smooth and pleasant onboarding experience **Rating:** 5.0/5.0 stars **Reviewed by:** Alicia Q. | Customer Success Manager , Mid-Market (51-1000 emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through Google One Tap using a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** April 29, 2024 At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review. **What do you like best about Planhat?** We saw a very quick time to value. It was very easy to bring all our customer data into Planhat from SFDC. **What do you dislike about Planhat?** We would love to have additional questions embedded in the NPS module, or at least a solution that allows us to create other types of surveys from PH. Native Asana integration would be a nice to have. **What problems is Planhat solving and how is that benefiting you?** Planhat is helping us to streamline our current delivery and post-delivery activities and have a single source of truth to manage client relationships. Not only the CS team will take advantage of it, but also Advisory (Consulting services) and Marketing. ### 41. Best Tool for Data Centralization and Process Automation **Rating:** 5.0/5.0 stars **Reviewed by:** Petko K. | Customer Success Leader, Mid-Market (51-1000 emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** October 06, 2024 **What do you like best about Planhat?** The ability to have all our data centralized in one place, which makes it easy to access and analyze. Additionally, the platform’s automation capabilities significantly streamline our processes, saving time and improving efficiency. **What do you dislike about Planhat?** As a first-time user, it takes some time to get used to the UI and navigate through all the features. The learning curve might be a bit steep initially, but once you become familiar with it, it works quite well. **What problems is Planhat solving and how is that benefiting you?** Planhat is helping us streamline and automate our processes, reducing manual tasks and increasing efficiency. It also enhances visibility into our client journey, allowing us to better track and understand customer interactions, which ultimately helps us deliver an outstanding experience. ### 42. PlanHat has completely changed the way our entire organization works....for the better. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Oil & Energy | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** November 13, 2024 **What do you like best about Planhat?** Being able to easily filter my client lists in so many different ways makes it a tool our entire organization has been able to utilize, not just Client Success. **What do you dislike about Planhat?** It's difficult to learn the formulas and nuances of some of the screens, however, our CSM has made this 'dislike' a very small problem. **What problems is Planhat solving and how is that benefiting you?** We were tracking Clint data via excel and Hubspot, which really means, we were not tracking client data. It is benefiting me in that I am now able to do my job: properly onboard, focus on retention and renewals, identify whitespace opportunities, help others within our organization analyze how our clients are using our products and overall health, and report to C-Suite with confidence. Basically its benefitting me by allowing me to do my job the right way. ### 43. Planhat team are super professional, involved and provide great customer service. **Rating:** 5.0/5.0 stars **Reviewed by:** Alina C. | Customer Success Manager, Mid-Market (51-1000 emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** November 12, 2024 **What do you like best about Planhat?** How customisable the platform is, their customer support is second to none and their CSM - Eric is very good at his job, super helpful and their customer service is on point. **What do you dislike about Planhat?** Not been using Planhat for that long so cannot say I've noticed any downside to it just yet - the onboarding and moulding of data takes long, but I wouldn't really say that's a downside because they're very thorough. **What problems is Planhat solving and how is that benefiting you?** Planhat is offering visibility re@ cutomer data, behaviours and patterns, which means I can provide better, more tailored customer service to our clients. ### 44. Customer Success Manager Saves Time with Planhat **Rating:** 5.0/5.0 stars **Reviewed by:** Jennifer S. | Customer Success Manager, Mid-Market (51-1000 emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** August 28, 2024 **What do you like best about Planhat?** I love the Customer Intelligence and Actions part of Plannat! Prior to Planhat I was using spreadsheets to try to keep track of my KPI's. Now with plan hat, I can stay organized, respond to customers, plan my day, all while my KPI's are naturally being updated. My Director knows exactly what I have been doing. It's a great platform to capture multiple pieces of information for my book of business! **What do you dislike about Planhat?** I would love for Planhat to allow me to add Actions associated with multiple customers. **What problems is Planhat solving and how is that benefiting you?** Planhat has given me one platform where I can put all of the information about my customer. It saves me time and allows me to stay organized. All relevant data right there, revenue other technologies. My customer is using opportunities to upsell! ### 45. Empowering Customer Success with Planhat’s Intuitive Automation and Insights **Rating:** 5.0/5.0 stars **Reviewed by:** Sushma B. | Customer Success Manager, Mid-Market (51-1000 emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through LinkedIn **Source: Organic Review from User Profile:** Invitation from G2. This reviewer was not provided any incentive by G2 for completing this review. **Reviewed Date:** October 10, 2024 **What do you like best about Planhat?** Planhat is highly praised for its user-friendly interface and robust customer health scoring features. Users appreciate the ability to customize dashboards and access real-time customer data, which helps in making informed decisions and improving customer engagement. **What do you dislike about Planhat?** Some users find the pricing structure to be on the higher side, particularly for smaller companies. There are also mentions of a steep learning curve when initially setting up the system and configuring all its features. **What problems is Planhat solving and how is that benefiting you?** Planhat addresses issues related to customer churn by providing comprehensive insights into customer health and engagement levels. This enables businesses to proactively manage relationships, leading to increased customer satisfaction and retention rates. ### 46. Positive experience with Planhat! **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through Google One Tap using a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** November 16, 2023 At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review. **What do you like best about Planhat?** I enjoy being part of the process that helps us create & build our CRM platform so we can get the best value out of it for our customers. We have an awesome Planhat CSM (Lisa) and support team & they are very engaged to help us achieve our goals with the platform.

I'm excited to start building customer portals with our customers to increase engagement and partnership with them. I'm also looking forward to building out at risk motions and leveraging the data within the tool. **What do you dislike about Planhat?** Initially we had intermittent issues with note taking but that seems to be resolved now. It would be handy to be able to see our support tickets & their status etc. **What problems is Planhat solving and how is that benefiting you?** Customer data, usage trends, at risk data, tasks. ### 47. Very easy to use platform to manage all my accounts **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Consumer Services | Mid-Market (51-1000 emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** October 16, 2024 **What do you like best about Planhat?** I use it almost everyday All the infos gathered in the same place Full overview of my clients Reports on a lot of KPI's: number of activities, quality of the relation, etc. Synchronisation with all the ecosystem of the business The support replies in one or two hours **What do you dislike about Planhat?** Synchronisation takes a lot of time, is lost often. No email builder, would be great to have one. Activities are not registered automatically (call/meetings) **What problems is Planhat solving and how is that benefiting you?** Very often a client has a lot of referents in the business so you're not updated on all the topics going on with everyone. In Planhat, I am able to see all the emails with all the persons of the business in the same place. It allows me to compare the volume of my activities with my clients with the past period of time. ### 48. Essential to business success **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through Google One Tap using a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** May 19, 2023 At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review. **What do you like best about Planhat?** Planhat offers comprehensive customer success management with an intuitive interface, advanced analytics, and proactive engagement. The platform's user-friendly design, extensive metrics, and timely customer support make it a game-changer for businesses. Highly recommended! **What do you dislike about Planhat?** The portal page function is difficult to format. Needs work. **What problems is Planhat solving and how is that benefiting you?** Planhat solves several problems for us. It helps us identify and address customer issues proactively, improving customer satisfaction and retention. The platform's analytics capabilities enable data-driven decision-making, optimizing our customer success strategies. The intuitive interface streamlines our workflow, saving time and increasing productivity. With Planhat, we have a holistic view of our customers, facilitating personalized engagement and ensuring their success. Overall, Planhat's solutions have significantly benefited us by enhancing customer experience, driving business growth, and strengthening customer relationships. ### 49. Great Tool for Streamlined Customer Success Management **Rating:** 4.5/5.0 stars **Reviewed by:** Yazan A. | Customer Success Manager, Mid-Market (51-1000 emp.) **Validated Reviewer:** Validated through LinkedIn **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was not provided any incentive by G2 for completing this review. **Reviewed Date:** September 12, 2024 **What do you like best about Planhat?** The workflows in Planhat have really helped our team stay organized and on top of all our customer-related tasks. I can easily track progress, log updates, and collaborate with other team members, which keeps us all on the same page. Their support team is also fantastic—every time I’ve had a question or needed help, they've been quick to respond and always offered practical solutions. **What do you dislike about Planhat?** If I had to mention something, it would be the lack of a quick way to go back to a previous page in the UI. It’s a small issue, and I’ve already heard they’re working on fixing it, so it’s not a big deal. Overall, there’s really nothing that would make me rethink using Planhat—it's a solid tool. **What problems is Planhat solving and how is that benefiting you?** Planhat has really helped us step up our customer management. We used to rely on a CRM, but it didn’t quite meet the specific needs of our customer success team. Since we switched to Planhat, it’s been much easier to track progress, align on goals, and manage customer relationships more effectively. It’s given us the tools we need to be more proactive and achieve our customer success goals in a more organized way. ### 50. Great CS Tool **Rating:** 5.0/5.0 stars **Reviewed by:** Chrissy K. | Senior Manager of CS, Mid-Market (51-1000 emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through Google using a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** November 13, 2024 **What do you like best about Planhat?** Integrations: It's integration with SF has proven to be so much more robust than previous platforms we have used. Support: The support, onboarding and CS, specifically Sabrina, has been an amazing help to us **What do you dislike about Planhat?** the logic behind views of tasks/meetings is a bit confusing. There seemingly needs to be a lot of folders and filters to get a clean view of daily expectations for a CSM **What problems is Planhat solving and how is that benefiting you?** Overall customer journey and experience insights. Health score management and automated outreach. CS task management ## Planhat Discussions - [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 - [How can I, launch two simultaneos NPScampaings](https://www.g2.com/discussions/how-can-i-launch-two-simultaneos-npscampaings) - 1 comment, 1 upvote - [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 - [How long did it take to implement?](https://www.g2.com/discussions/49802-how-long-did-it-take-to-implement) - 2 comments - [View Planhat pricing details and edition comparison](https://www.g2.com/products/planhat/reviews?page=7&qs=pros-and-cons§ion=pricing&secure%5Bexpires_at%5D=2026-09-30+03%3A27%3A34+-0500&secure%5Bsession_id%5D=152369c1-9513-41c7-ba35-7961137f59b3&secure%5Btoken%5D=f76f09f52171c04f736f0dbdbd84d1962206c91a4269ef20e86211185c5bb8aa&format=llm_user) ## Planhat Features **Sales Force Automation** - Contact & Account Management - Partner Relationship Mgmt. (PRM) - Opportunity & Pipeline Mgmt. - Task / Activity Management - Territory & Quota Management - Desktop Integration - Product & Price List Management - Quote & Order Management - Customer Contract Management - Contract/License Management **Additional Functionality** - Tagging - Natural Language Processing - Data Extraction - Multi-Language - Predictive Analytics - Drag & Drop - Speech Recognition - Reporting/Analytics - Data Storage Management - Virtual Personal Assistant (VPA) - AI Copilot - Customer Segmentation - Collaboration Tools - Data Import/Export - Generative AI - For eCommerce - Role-Based Permissions - Customizable Branding - Search/Filter - Monitoring - Document Management - API - Data Visualization - Trend Analysis - Machine Learning - Access Controls/Permissions - Alerts/Escalation - Performance Metrics - Real-Time Data - Third-Party Integrations - Mobile App - Multiple Data Sources - For Sales Teams/Organizations - Sentiment Analysis - Activity Dashboard - Chatbot - Workflow Automation **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics - Email Management - File Management - Deal Management **Customer Information** - Customer Health Scores - Customer Monitoring - Customer Profiles - Playbooks - Customer Segments - Product Engagement - Surveys - NPS of Customers - Customer Engagement **Billing and Payments** - Payment Terms - Personalized Billing - Custom Pricing **Product Analytics** - Account-Level Analytics - User-Level Analytics - Segmentation - Funnels - Alerts - Multi-Product Analytics - User Scoring - Integrations - Usage Tracking/Analytics **Data Sourcing** - Data Enrichment - Expandability - Content Marketing - Multiple Devices - Email Marketing - Multi-Channel Marketing - Real-Time Data **Sales Team** - Flexible Sales Process - Training Mode - Playbooks **Platform Basics** - Customizable Templates - Exporting - Multi-user Access and Collaboration - Multiple Personas - Data Analytics - Predictive Analytics - Behavioral Analytics - Campaign Analytics - Website Analytics - Visual Analytics **Content** - Document Collaboration - Versioning - E-Signature - File Request - Feedback **Customer Management** - Customer Profiles - Sales - Marketing - Client Portal **Responses** - Personalization - Route To Human - Natural Language Understanding (NLU) - Multi-Language **Onboarding Setup** - Workflows - Templates - Checklists **Automation - AI Agents** - Sales Follow-Up - Customer Interaction Automation - Lead Generation - Document Processing - Feedback Collection - Natural Language Processing - Simulation and Scenario Generation **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics - Workflow Management - Opportunity Management - Sales Pipeline Management - Reporting/Analytics - Calendar Management - Pipeline Management - Content Management - Communication Management - Visual Analytics - Template Management - Predictive Analytics - Document Management - Channel Management - Commission Management - Field Sales Management **Predictions** - Churn Risk - Upsell Opportunities - Custom Triggers - Machine Learning **Revenue Recognition** - Usage Tracking - Deferred Revenue - Revenue Accrual **Intelligence** - Marketing Metrics - Predictive Modeling - Recommendation Engine **Intelligence** - Opportunity Identification - Zero-touch Renewals - Smart Content **Collaboration** - Billing and Invoicing - Instant Messaging - Project Management - Analytics - Time Tracking - Mobile Application - Engagement Tracking **Project Management** - Project Planning - Project Tracking - Resource Definition - Resource Management - Resource Allocation & Planning - Progress Tracking - Project Time Tracking - Project Management **Platform** - Conversation Editor - Integration - Human-In-The-Loop - Drag & Drop Editor - Human-in-the-loop (HITL) **Project Tracking** - Monitoring - Resources - Content - Tasks - Optimization - Kanban Board - Goal Setting/Tracking - Communication Management **Autonomy - AI Agents** - Independent Decision Making - Adaptive Responses - Task Execution - Problem Solving **Agentic AI - Product Analytics** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Proactive Assistance - Machine Learning **Agentic AI - Customer Journey Mapping** - Autonomous Task Execution **Additional Functionality** - Search/Filter - AI Copilot - Commenting/Notes - Content Publishing Options - Reporting & Statistics - Content Library - Document Classification - Drag & Drop **Additional Functionality** - Engagement Tracking - Contact Management - Customer Journey Mapping - Generative AI - API - A/B Testing - Lead Generation - Data Integration - Customer Activity Tracking - Activity Dashboard - Activity Tracking - Campaign Segmentation - Lead Capture - Contact Database - Campaign Management - Behavior Tracking - Real-Time Analytics - Email Management - Lead Qualification - Reporting & Statistics - Template Management - Alerts/Notifications - Predictive Analytics - Surveys & Feedback - Personalization - Campaign Planning - Third-Party Integrations - Behavioral Analytics - Email Tracking - Campaign Analytics - Customer Segmentation - Multi-Channel Communication - Lead Management - Channel Management - AI Copilot - Audience Targeting - GDPR Compliance - Customer Profiles - Customer Database - Multiple Data Sources - Event Triggered Actions - Tagging - Customizable Templates **Additional Functionality** - Multi-Channel Marketing - Map Creation - Email Marketing - Single Sign On - Performance Metrics - Customer Database - API - Activity Dashboard - Data Linking - Whiteboard - Drag & Drop - Data Visualization - Collaboration Tools - Brainstorming - Conversion Tracking - Workflow Management - Activity Tracking - Behavior Tracking - Personalization - Customizable Reports - Customer Journey Mapping - Customer Profiles - AI Copilot - Third-Party Integrations - Real-Time Notifications - Tagging - Audience Targeting - CRM - Surveys & Feedback - Data Import/Export - Reporting & Statistics - Communication Management - Attribution Modeling - Action Management - Map Sharing - Engagement Tracking - Customizable Branding - Generative AI - Customer Touchpoints - Customer Experience Management - Diagramming - Campaign Management - A/B Testing - Storyboarding - Customer Segmentation **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Platform** - Reporting & Dashboards - Third-Party Integrations - Data Import & Export Tools - Workflow Capability - Notifications - Customization - Scalability - Data Security - Performance & Reliability - User, Role, and Access Management - Collaboration Tools - Real-Time Data - Activity Dashboard - Customer Experience Management - Churn Management - Survey/Poll Management - Communication Management - Task Management - Customer Management - Account Management - Renewal Management - Feedback Management - Knowledge Base Management - Revenue Management - Workflow Management - Contact Management - Email Management - Configurable Workflow **Revenue Optimization** - At-Risk Customers - Offer Optimization - Customer Churn - Revenue Forecasting **Mapping** - Multiple Org Charts - Stakeholder Roles **Accounting** - Revenue Recognition - Invoice Management - Payments - Project Accounting - Budget Tracking - Time & Expense Tracking - Activity Tracking - Billable Items Tracking - Document Management - Multiple Projects **Customer Engagement** - Portal - Customer Engagement - Branding - Visibility - Collaboration - Customizable Branding **Generative AI** - AI Text Generation - AI Text Summarization **Agentic AI - AI Agents** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Behavioral Analytics - Product Analytics** - Multi-Product Analytics - User level Analytics - Account level Analytics - Segmentation - Funnels **Additional Functionality** - Commenting/Notes - API - Third-Party Integrations - Task Management - Alerts/Notifications - Drag & Drop - Performance Metrics - Reporting & Statistics - Time Tracking - Data Security - Single Sign On - Activity Tracking - Customizable Fields - Content Management - Churn Management - Ad hoc Analysis - Client Management - Chat/Messaging - Forecasting - Mobile Access - Form Builder - Surveys & Feedback - Revenue Management - Onboarding - Workflow Management - AI Copilot - Calendar Management - Compliance Management - Client Database - Electronic Forms - Gantt/Timeline View - Client Tracking - To-Do List - Document Management - Generative AI - Self Service Tools - Customer Segmentation - Role-Based Permissions - Data Import/Export - Collaboration Tools - Electronic Signature - Task Progress Tracking - Audit Trail - Reminders - Online Payments - Activity Dashboard - Document Generation - Real-Time Data - CRM - Email Management - Multi-Language **Additional Functionality** - Agent Collaboration - Data Governance - Prompt Engineering - Feedback Management - For No-Code Development - Version Control - Role-Based Permissions - Dynamic Modeling - API - Memory Management - Monitoring - Scalability - Cost Management - Scheduling - Natural Language Interface - Access Controls/Permissions - Multiple LLM Models - Integration Management - Customizable Frameworks - Pre-built Templates - Analytics - Intent Recognition - Contextual Guidance - Rules-Based Workflow - Attended Automation - Drag & Drop - For Sales/Marketing - Generative AI - Business Process Automation - AI Copilot - Third-Party Integrations - Multi-Channel Communication - Sentiment Analysis - Deep Learning - Code-free Development - Compliance Management - Automated Responses - Knowledge Management - Transfers/Routing - Personalization - Activity Dashboard - Customer Experience Management - Virtual Personal Assistant (VPA) - Chatbot - Speech Recognition - Reporting/Analytics - Task Management - Customer Engagement - AI/Machine Learning - Configurable Workflow - Unattended Automation - Conversation Intelligence - Workflow Automation - Proactive Error Detection **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support - Third-Party Integrations - Social Media Integration - Customer Support - Multi-Channel Social Integration **Functionality** - Identification - Correction - Normalization - Preventative Cleaning - Data Matching - Real-Time Data **Portfolio Management** - Portfolio Definition - Portfolio Performance - Risk - Portfolio Mix **Generative AI** - AI Text Generation - AI Text Summarization - Generative AI **Agentic AI - Customer Revenue Optimization** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Platform Infrastructure - Product Analytics** - Cross System integrations - Alerts - Integrations **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation - Mobile Access - Lead Generation **Management** - Reporting - Automation - Quality Audits - Dashboard - Governance **Analytics** - Forecasting - Reporting - KPIs - Real-Time Reporting **Agentic AI - Customer Success** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Natural Language Interaction - Proactive Assistance - Social Media Integration - Multi-Language **AI driven optimization - Product Analytics** - User scoring - Adaptive learning - Automated insights - Autonomous task execution **Additional Functionality** - Conversion Tracking - Funnel Analysis - Product Data Management - Engagement Tracking - Alerts/Notifications - Cohort Analysis - Session Recording - AI Copilot - Data Visualization - Customer Journey Mapping - Generative AI - Interactive Reports - A/B Testing **Additional Functionality** - Onboarding - Chat/Messaging - Performance Metrics - Activity Tracking - CRM - API - Customer Database - Customizable Templates - Widgets - Win/Loss Analysis - AI Copilot - Event Triggered Actions - Surveys & Feedback - Engagement Tracking - Customer Segmentation - Customizable Reports - Drag & Drop - Customer History - Reporting & Statistics - Reporting/Analytics - Customizable Forms - Customizable Branding - Usage Tracking/Analytics - Multi-Channel Communication - Account Alerts **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications - Third-Party Integration - Internal Chat Integration - Collaboration Tools - Prospecting Tools - Real-Time Data **Administration** - Standard Integrations - Workflow - Access Management - Email Management - Workflow Management - Task Management - Portfolio Management - Calendar Management - Timesheet Management - Accounting Integration - Third-Party Integrations **Generative AI** - AI Text Generation - AI Text Summarization - Generative AI **Additional Functionality** - Metadata Management - Collaboration Tools - Search/Filter - Workflow Management - AI Copilot - Third-Party Integrations - Data Synchronization - Data Import/Export - Customizable Rules - Master Data Management - Monitoring - Data Transformation - Multiple Data Sources - Self Service Portal - Customer Database - Data Verification - Data Migration - Multi-Language - Single Sign On - Duplicate Detection - Email Address Extraction - Reporting/Analytics - Data Profiling - Data Extraction - Data Mapping - Address Validation - Match & Merge - Performance Metrics - Visual Analytics - Version Control - API - Data Capture and Transfer - Access Controls/Permissions - Compliance Management - Data Discovery **Platform** - APIs - Internationalization - Performance and Reliability - Mobile - Offline Access **Generative AI** - AI Text Generation - Generative AI - Proposal Generation **Generative AI** - AI Text Generation - AI Text Summarization - Proposal Generation - Generative AI **Artificial Intelligence - Professional Services Automation** - Predictive Forecasting - Smart task suggestions - Automated workflows **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - Calendar/Reminder System **Agentic AI - Professional Services Automation** - Adaptive Learning - Proactive Assistance **Additional Functionality** - Activity Dashboard - Gantt/Timeline View - Quotes/Estimates - Collaboration Tools - Customizable Fields - CRM - AI Copilot - Customizable Reports - Performance Metrics - Access Controls/Permissions - Billing & Invoicing - Approval Process Control - Reporting & Statistics - Project Templates - Task Scheduling - Real-Time Data - Document Storage - Drag & Drop **Additional Functionality** - Search/Filter - Alerts/Notifications - Data Import/Export - Lead Capture - Batch Processing - Email Tracking - Tagging - Pipeline Reports - Drag & Drop - Segmentation - Customizable Fields - Role-Based Permissions - Interaction Tracking - CRM - Document Storage - AI Copilot - Contact Database - Referral Tracking - Quotes/Estimates - Multi-Channel Communication - Lead Qualification - Marketing Automation - Email Templates - Sales Reports - Customer Journey Mapping - Reminders - Lead Scoring - Data Security - Customizable Reports - Calendar Sync - For Startups - Performance Metrics - Sales Trend Analysis - For iPad Devices - Customizable Templates - Activity Tracking - Reporting & Statistics - For Mac Devices - Landing Pages/Web Forms - Lead Nurturing - Gamification - Prioritization - Web-based Deployment - Softphone - Single Sign On - Customer Database - Event Triggered Actions - Mobile App - Email Sequences - Customer Segmentation - Lead Assignment - For Small Businesses - Live Chat - Business Card/Badge Scanning - Data Visualization - Customer Social Profiles - Social Promotion - Monitoring - Engagement Tracking - Social Media Monitoring - Customer Engagement - Sentiment Analysis - Brand Tracking - Audience Targeting - Workflow Automation ## Top Planhat Alternatives - [Custify](https://www.g2.com/products/custify/reviews) - 4.7/5.0 (528 reviews) - [Totango](https://www.g2.com/products/totango/reviews) - 4.3/5.0 (1,140 reviews) - [ChurnZero](https://www.g2.com/products/churnzero/reviews) - 4.7/5.0 (1,605 reviews)