--- title: Planhat Reviews meta_title: 'Planhat Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 954 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: 954 scale: '5' date_modified: '2026-08-10' 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:** 954 ## 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 **What users like:** - Users appreciate the **ease of use** with Planhat, benefiting from intuitive workflows and automated processes for efficiency. (172 reviews) - Users rave about Planhat's **excellent customer support** , highlighting quick responses and deep technical knowledge for their success. (122 reviews) - Users love Planhat's **flexible customization** , enabling tailored workflows and powerful reporting for diverse business needs. (88 reviews) - Users love the **automation capabilities** of Planhat, as it significantly saves time and enhances team productivity. (83 reviews) - Users value the **efficiency** of Planhat for automating workflows and enhancing visibility into customer health. (82 reviews) - Users value the **automation efficiency** in Planhat, optimizing customer task management and streamlining workflows effectively. (78 reviews) - Users value the **helpful features** of Planhat, enhancing customer management and streamlining operations effortlessly. (75 reviews) - Integrations (73 reviews) - Users value the **smooth implementation and supportive customer service** from Planhat, enhancing task management and project tracking. (72 reviews) - Intuitive (69 reviews) **What users dislike:** - Users find the **learning curve challenging** due to complex setup and sometimes misleading documentation during implementation. (92 reviews) - Users find Planhat's interface to have a **complexity** , requiring support to navigate its numerous features effectively. (63 reviews) - Users face **integration issues** with customer data and analytics, complicating their experience and implementation efforts. (45 reviews) - Users find the **steep learning curve** challenging, requiring effort to navigate features and functionalities initially. (45 reviews) - Users find the **reporting functionality limited** , wishing for enhanced features like summing fields and better UI navigation. (42 reviews) - Users note the **missing features** in Planhat, such as time tracking and enhanced customer portal functionality. (39 reviews) - Limited Functionality (38 reviews) - Not Intuitive (36 reviews) - Limited Features (34 reviews) - Difficult Learning (33 reviews) ## Planhat Reviews ### 1. Great CRM - Best for success! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** May 05, 2023 **What do you like best about Planhat?** Looks like a lot of updates have been done. **What do you dislike about Planhat?** There is nothing that I can think of at this time **What problems is Planhat solving and how is that benefiting you?** Helping us keep our customers and their data in one centralised place, it makes it easier to see when customers are happy/not happy and take appropriate action. ### 2. Exactly what we needed **Rating:** 4.5/5.0 stars **Reviewed by:** Patty C. | Customer Success Team Lead, Small-Business (50 or fewer emp.) **Reviewed Date:** August 08, 2025 **What do you like best about Planhat?** Keeps me and my team organized and informed. Very customizable with superb customer support to make sure you are getting everything set up the best way for your operation. I use it all day everyday. **What do you dislike about Planhat?** Sometimes can be glitchy after migration to new Planhat **What problems is Planhat solving and how is that benefiting you?** Keeps everything in one place and doesn't overcomplicate the process. Keeps the entire team informed on each of our clients. ### 3. Powerful Features & Stellar Support **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** November 03, 2025 **What do you like best about Planhat?** Broad powerful features, supported by an incredible CS team that will do everything they can to ensure we get full value from the platform. **What do you dislike about Planhat?** There's so much granularity available on user permissions that it makes transparency on this difficult. **What problems is Planhat solving and how is that benefiting you?** Single source of truth for prospect & client data - with full journey covered from sales through to CS. ### 4. Lots of flexibility **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** October 10, 2025 **What do you like best about Planhat?** The tool is very flexible and customisable, so you can make it suit your needs. **What do you dislike about Planhat?** The fact it's so customisable makes it harder to onboard, as there are so many features and decisions to be made, that you need a very slick onboarding process to make it smooth. **What problems is Planhat solving and how is that benefiting you?** We didn't have a single source of truth for our customer data, but planhat pulls together lots of sources into one place. ### 5. Endless Possibilities, but Steep Learning Curve for New Users **Rating:** 4.5/5.0 stars **Reviewed by:** Eileen v. | Lead Customer Succes, Small-Business (50 or fewer emp.) **Reviewed Date:** October 13, 2025 **What do you like best about Planhat?** A lot (endless) possibilities, beautiful UI **What do you dislike about Planhat?** complex (just onboarded 1,5 month ago so this will get better :) ) **What problems is Planhat solving and how is that benefiting you?** CRM Customer engagement CS scale Increase revenue Customer insight ### 6. A dynamic, rapidly growing and improving platform. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 09, 2025 **What do you like best about Planhat?** There appears to be a lot of innovation and product development happening over at Planhat - particularly leveraging AI capabilities. This is supported by a strong customer success team and enablement approach. We can also access and use it frequently. **What do you dislike about Planhat?** The dashboards and pages can look a bit clunky and aren't exactly the most lovely looking. It's not entirely non-code either, so requires a bit of technical knowledge and effort . **What problems is Planhat solving and how is that benefiting you?** Displaying customer metrics data in dashboards. Workflow management is made easier. It's also a useful centralized place for various workstreams, which would otherwise be spread across google docs and excel spreadsheets. ### 7. Planhat has the potential to be a good tool **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Telecommunications | Small-Business (50 or fewer emp.) **Reviewed Date:** October 13, 2025 **What do you like best about Planhat?** The team has been friendly and of good support **What do you dislike about Planhat?** The UI/UX needs improvement especially when the clients are coming from tools like Salesforce and Hubspot **What problems is Planhat solving and how is that benefiting you?** Planhat was onboarded with the aim of easing the customer management, creating unique workflows depending on the need for each customers. Though the tool can help me handle all that, it needs to be more user friendly ### 8. Great Once You Get the Hang of It! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Hospitality | Small-Business (50 or fewer emp.) **Reviewed Date:** October 16, 2025 **What do you like best about Planhat?** It's quite interesting with multiple features. I love the NPS survey, I love the customisation in creating workflows and filters. And the Planhat support team is extremely helpful. **What do you dislike about Planhat?** Not exactly a dislike, but it can get abit overwhelming for newbies. But after that it gets bettter. **What problems is Planhat solving and how is that benefiting you?** My Onboarding webinar invitation > surveys and feedback > follow up contact Project management ### 9. The Cheesecake Factory of CRMs. So many options it can be overwhelming, but still a great tool! **Rating:** 4.0/5.0 stars **Reviewed by:** Bentley B. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** November 02, 2022 **What do you like best about Planhat?** I really love how the platform can pull in tons of information. I love being able to score and organize all my accounts as well as being an account manager. The ability to filter through different information is a great way to build out lists and organize accounts. **What do you dislike about Planhat?** I wouldn't consider it a dislike, but it is a difficult learning curve. My biggest pain point is that when I go to my "workflows". I don't have a way to add custom columns for simple things like "Notes." All information has to be a preset field in the company accounts. **What problems is Planhat solving and how is that benefiting you?** Planhat is tracking and visualizing data in terms of usage and moving from one playbook to another. Beforehand we were just manually adjusting or keeping a record of all of this data. This is the company's first CRM. ### 10. Excellent Daily Overview and Account Management **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** October 20, 2025 **What do you like best about Planhat?** Really good overview of day 2 day things and account base. **What do you dislike about Planhat?** Unable to export (although I'm sure someone internally can do this) - but would be a good feature for ever user to have. **What problems is Planhat solving and how is that benefiting you?** Allowing me to ensure I am on top of my accounts and all clients have next tasks against them at ease. ### 11. Ultra comprehensive and flexible platform **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** October 06, 2025 **What do you like best about Planhat?** At this stage it seems it can do just about anything relating to customer engagement across various life cycles which is very impressive **What do you dislike about Planhat?** It’s a little complex to navigate, however, with training and moderate experience it’s fine. The fact it can do so much lends itself to complexity. **What problems is Planhat solving and how is that benefiting you?** Structuring customer data in a way that allows us to gain valuable insights ### 12. Customer Success + Expansion Sales **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** October 10, 2025 **What do you like best about Planhat?** Works very well for managing the process of onboarding of new customers. Very useful for the onboarding team to keep track of customers, tasks and challenges. **What do you dislike about Planhat?** Making customised insights dashboards is useful but not exactly intuitive. The user interface is highly capable but also complex and slow. **What problems is Planhat solving and how is that benefiting you?** Making sure onboarding is done in a structured and quality assured way. ### 13. Great Customer Insights and Support **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** October 15, 2025 **What do you like best about Planhat?** Comprehensive platform for consolidating account details. Customer pages are highly flexible and provide all the details I need about a customer. The Support Team is fantastic, highly responsive and knowledgeable. **What do you dislike about Planhat?** Issues with the usage data integration between Planhat and our usage data provider. **What problems is Planhat solving and how is that benefiting you?** Consolidating all client details in one place. Giving proactive alerts on client health. ### 14. Complex use **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 10, 2025 **What do you like best about Planhat?** This tool is really useful for tracking activities, CSM workload, and client follow-ups. **What do you dislike about Planhat?** It’s not very intuitive, as it requires constant input from the team and isn’t always well suited for managing follow-ups with large client groups.It has a lot of functionalities, and we probably don’t use them all. However, it takes some time to really understand how it works, and not much time is allocated to our account or to communicating these new features — whether through newsletters or by our CSM — so the whole team doesn’t always receive the information. **What problems is Planhat solving and how is that benefiting you?** lients follow up ### 15. Great Customization and Data, but Buggy and Overly Detailed **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** October 15, 2025 **What do you like best about Planhat?** The customisation options, the in-depth data points gathered for each client and interaction. **What do you dislike about Planhat?** The bugs, the inconsistencies, and the excess of detail that can feel too heavy sometimes **What problems is Planhat solving and how is that benefiting you?** The necessity of having all relevant client info in one place, makes it easier for everyone involved on a client to be aware and up to date. ### 16. Professionalised our way of working **Rating:** 4.5/5.0 stars **Reviewed by:** Tiemen B. | Implementation manager, Small-Business (50 or fewer emp.) **Reviewed Date:** October 09, 2025 **What do you like best about Planhat?** The ability to combine multiple roles within the organisation and make them look at the same data points (which come from different sources) is a huge plus. Accountmanagement becomes very easy and this enables to focus on the right stuff. **What do you dislike about Planhat?** An instant support button on the page itself. **What problems is Planhat solving and how is that benefiting you?** combining a lot of different datapoints in one system. ### 17. Planhat has been a great success at our business **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** March 01, 2024 **What do you like best about Planhat?** That Planhat is a 1 stop shop for all our customer info and the whole company is able to access the information they need easily I use the platform on a daily basis at least **What do you dislike about Planhat?** The platform can be complicated to use when starting out, and the naming of features is confusing. **What problems is Planhat solving and how is that benefiting you?** Planhat has allowed us to have all our customer data in one easy to access spot for the whole company. This is allowing us to identify trends across customers much easier! ### 18. Perfect for scaling your CS org **Rating:** 5.0/5.0 stars **Reviewed by:** Sven V. | Team Lead Customer Succes, Small-Business (50 or fewer emp.) **Reviewed Date:** October 06, 2022 **What do you like best about Planhat?** there is a solution for almost everything, and if there is not we should lok ourselves in the mirror and ask perhaps we are doing something wrong :-) What bringing for me the most value at the moment is the revenue model that helps us to look at our book of business every day, manage renewals etc... workflows for Onboarding is fantastic. **What do you dislike about Planhat?** if you are a start up scale up you need to get your strategie right first before implementing things in a CSP. It's easy to get overwhelmed by possibilities. Focus on what will really drive your business forward. don't get lost **What problems is Planhat solving and how is that benefiting you?** To get organized, to make sure we can scale properly. One source of truth for all my data. It brings data, operations, communications, and opportunities all together. ### 19. Excellent Customer Support from Lisa **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** October 16, 2025 **What do you like best about Planhat?** Customer support! Lisa has been dealt a tough hand with our account and has handled it incredibly well. **What do you dislike about Planhat?** We're working with Lisa to get some of our integrations fixed, as they don’t always work the way we need them to. **What problems is Planhat solving and how is that benefiting you?** It's helping us stay on top of our accounts. ### 20. Great Data Integration, But Silent Failures Undermine Trust **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 21, 2025 **What do you like best about Planhat?** Ability to bring multiple data sources together in one place. Then display that to the wider organization **What do you dislike about Planhat?** When the data flows fail, they do so without any visible error, which makes the numbers unreliable and ultimately undermines the system's overall capability. **What problems is Planhat solving and how is that benefiting you?** Customer data collection and collation ### 21. Quick Dashboards, UI/UX Improvements Make a Difference **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** November 04, 2025 **What do you like best about Planhat?** Quick Views and the ability to create dashboards with easy access. **What do you dislike about Planhat?** The UI/UX was a major challenge while using PH but I believe that has been resolved with the latest theme updates. Need to explore the same but for majority of the time, I have used PH, navigation and ease of use was a major challenge. **What problems is Planhat solving and how is that benefiting you?** All details related to an account are available at once which makes it easier for the CSM function. ### 22. Lovely Visuals and In-Depth Interactions makes for a neat 'CRM' **Rating:** 4.5/5.0 stars **Reviewed by:** Joash G. | Client Experience Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** June 23, 2023 **What do you like best about Planhat?** - The visual element and the way data is presented - Ease of adding notes and plans to a particular client - Full visibility over all clients and other team members' notes - Integrates nicely with other tools - Well built out help centre and Intercom system **What do you dislike about Planhat?** - Difficult to get the hang of initially - Filtering can be difficult on the data view, particulary saving your preferred view - The calendar/ task planning feature is not the most intuitive **What problems is Planhat solving and how is that benefiting you?** - Helps me see what clients need the most attention - Helps me keep all important notes in one place, and understand all past interactions with that client - A nice way to overview my client book - Helps the team understand workload ### 23. Great for School Health Tracking, but Navigation and Filtering Need Improvement **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Education Management | Mid-Market (51-1000 emp.) **Reviewed Date:** October 17, 2025 **What do you like best about Planhat?** The fact that I can keep track of the health of my schools. **What do you dislike about Planhat?** It is cumbersome and easy to get lost. The filtering is incredibly hard to learn too. **What problems is Planhat solving and how is that benefiting you?** To keep track of my schools and how I can best support them. ### 24. Effortless Client Connections, But Needs Bug Fixes and Better Filtering **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** October 24, 2025 **What do you like best about Planhat?** You can connect with all your clients with ease **What do you dislike about Planhat?** Bugs regarding sendouts, messy filtering (manual building options available) **What problems is Planhat solving and how is that benefiting you?** It gives a great overview per customer, connecting all the important factors such as communication, revenue, upcoming events ### 25. Planhat is great, but most of the time, frustrating. **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Staffing and Recruiting | Mid-Market (51-1000 emp.) **Reviewed Date:** October 09, 2025 **What do you like best about Planhat?** Being able to send emails on behalf of colleagues. The task management features. **What do you dislike about Planhat?** Always hangs, email automations don't work properly all the time, and it seems to hang every time we send bulk emails. **What problems is Planhat solving and how is that benefiting you?** Being able to send emails on behalf of colleagues. ### 26. Solid platform for managing and reporting on Customers **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** October 09, 2025 **What do you like best about Planhat?** The automation options are very powerful. The system offers a high degree of flexibility when it comes to creating new fields. I also appreciate the integration with Salesforce, which works well. With the upgraded Planhat UI, generating reports has become much easier. **What do you dislike about Planhat?** With the wide range of automation and field options available, the system can sometimes contain outdated information. Therefore, maintaining good governance is essential to ensure everything stays up to date. **What problems is Planhat solving and how is that benefiting you?** Managing customers, including risk management and account planning. ### 27. A complete solution combining smooth UX and technical performance **Rating:** 5.0/5.0 stars **Reviewed by:** Kasia R. | Customer Success Ops Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** February 12, 2025 **What do you like best about Planhat?** In reality, I often recommend Planhat to my peers in Customer Success Ops. I find that compared to other similar tools, Planhat combines a smooth user experience with powerful reporting and robust integration and customization capabilities. **What do you dislike about Planhat?** The weakest point of the solution is the portal or the customer-facing module. **What problems is Planhat solving and how is that benefiting you?** Planhat allows us to centralize all events in the client's life in one place: usage data, interactions with our company, billing data, risks and opportunities. This enables our customer success team to make informed decisions and our finance team to have a good view of the performance of the customer base. ### 28. Clear place for customer data **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** October 09, 2025 **What do you like best about Planhat?** Clear and separate tabs for communication, usage, stakeholders etc **What do you dislike about Planhat?** Can be a little cumbersome filling out all fields, would like more automation in this area **What problems is Planhat solving and how is that benefiting you?** Having clarity over comms with my customers as well as their usage and sentiment ### 29. Intuitive, Powerful, and Backed by a True Partner **Rating:** 5.0/5.0 stars **Reviewed by:** Bill P. | VP of Customer Success, Mid-Market (51-1000 emp.) **Reviewed Date:** October 02, 2025 **What do you like best about Planhat?** Planhat has been a game changer for our Customer Success organization. The platform has allowed us to consolidate multiple tools into one, giving us unmatched visibility into our customers while also driving stronger collaboration across our internal teams. The user-friendly interface empowers our CSMs to build their own dashboards and reports with ease, which can then be shared seamlessly across the company, something that has greatly improved transparency and alignment. What stands out most is how Planhat has enabled us to scale our digital approach with clients. We’re able to engage broader segments of our customer base while still providing a high-quality experience, which has been critical in driving retention and growth. Beyond the product itself, the Planhat team has been a true partner throughout our journey. They listen, provide thoughtful guidance, and work side by side with us to ensure success. It’s rare to find a vendor that feels this invested in our outcomes, and it makes all the difference. **What do you dislike about Planhat?** If there’s one feature we’d love to see added, it would be a built-in chat or conversational assistant inside Planhat. Having the ability to quickly ask questions like “What’s the renewal rate for my territory?” or “Show me accounts in this specific segment” would make insights even more accessible for CSMs and leaders without needing to build a full report or dashboard first. **What problems is Planhat solving and how is that benefiting you?** Before Planhat, we relied on multiple disconnected tools for reporting, customer health, renewals, and digital engagement, which made it hard to get a true picture of the customer journey. With Planhat, we’ve consolidated those tools into a single platform that gives us: Complete visibility into our customers — health, usage, objectives, and risks all in one place. Streamlined collaboration across teams — Sales, Success, and Services now work from the same source of truth. Scalable digital engagement — allowing us to efficiently serve our long-tail and scaled customers without losing quality. Empowered CSMs — who can build their own dashboards, reports, and share insights instantly, instead of waiting on ops or BI. ### 30. Great tool for getting a 360 view of accounts in one place and making them actionable **Rating:** 4.5/5.0 stars **Reviewed by:** Petrina H. | Director of Customer Success Operations, Mid-Market (51-1000 emp.) **Reviewed Date:** October 02, 2025 **What do you like best about Planhat?** I love being able to see everything in one place — engagement with our team, support tickets, AI summaries of calls, notes, health scores, and more — which really helps me understand what’s going on with an account. The data structure is flexible enough that I can show different levels of detail depending on the audience, and the reporting makes it easy to share insights across teams. **What do you dislike about Planhat?** I’d like the data objects to connect more seamlessly with each other, and it would be great to have more options for digital and low-touch emails. Some integrations still need improvement, and while the dashboards are solid, I’d like stronger customization options (without it needing to become a full BI tool). **What problems is Planhat solving and how is that benefiting you?** Planhat makes it easier for me to bring data together in one place and structure it in a way that’s useful for tracking and reporting. That saves me time and makes it simple to share insights with leadership and other teams and create a good health score. For our CSMs, it pulls everything into a single view — engagement, support tickets, notes, health scores, and more — so they can quickly understand what’s happening with an account and take action. It’s not clunky to use, and the Planhat team has been really helpful in making sure we can set things up to track and understand what matters most. ### 31. Great Support & Smart Automation **Rating:** 4.5/5.0 stars **Reviewed by:** Nikola U. | CS Operations, Mid-Market (51-1000 emp.) **Reviewed Date:** February 14, 2025 **What do you like best about Planhat?** Planhat has been a great new partner in our CS journey. The support and genuine care for our success stand out the most. Our CSM is always there to help us achieve our goals, and our TAM consistently finds solutions—even as we navigate a fairly complex setup across teams and features. One of my favorite things is the in-product chat, which connects me directly to support. As a new admin, I use it a lot, and it makes troubleshooting so much easier. The AI bot is also super helpful for answering quick product questions. While the documentation doesn’t always cover everything I need, the chat function more than makes up for it. I also really like the Portal feature—excited to see it fully rolled out on our side! Another standout is Planhat’s automation capabilities. The flexibility is incredible—you’d have to try really hard to find something that can’t be automated or achieved with a formula field. It’s a huge time-saver and makes complex setups much more scalable. I’m really looking forward to Planhat 2.0 and advancing our setups! **What do you dislike about Planhat?** We’re still new to the platform, so it’s a bit early to provide fully constructive feedback. That said, our CSMs have faced some challenges getting used to Planhat—it takes time to learn how to navigate and make full use of its features. This is something we’re still working on. **What problems is Planhat solving and how is that benefiting you?** Planhat helps us streamline customer success with automation, flexible workflows and sequences, and strong support, making it easier to scale and manage complex setups across teams. ### 32. Great experience overall **Rating:** 4.0/5.0 stars **Reviewed by:** Madhur C. | Director of Customer Success, Mid-Market (51-1000 emp.) **Reviewed Date:** September 30, 2025 **What do you like best about Planhat?** Love Planhat for its simplicity and ground up built. With the new UI - I like how dashboards are insightful. Would love to see more on AI front. **What do you dislike about Planhat?** Would love to see more AI based integrations **What problems is Planhat solving and how is that benefiting you?** CSP ### 33. Amazing CSP for Agile teams **Rating:** 5.0/5.0 stars **Reviewed by:** Mélanie C. | Global Customer Success Director, Mid-Market (51-1000 emp.) **Reviewed Date:** February 11, 2025 **What do you like best about Planhat?** - 360° view of our clients – A huge time saver, giving us instant access to key data - Agility, autonomy, and guidance – Planhat covers 99% of our needs. The admin interface is simple enough that we never need a developer’s help. For more complex use cases, we either find a workaround or get instant guidance from their team - Ability to manage all our client tiers with this CSP (from tech to high touch) - Powerful automation and alerting – Keeping us proactive and efficient - It really helps us forecast risks, set action plans, and track opportunities with precision. - Smooth user experience – The platform is intuitive and easy to navigate, making adoption effortless for both admins and occasional users. Indeed Leadership, Customer Support, Product, and other teams can easily access client insights without being daily users - Responsive and supportive customer service – Whenever we need assistance, the support team is quick to respond and provides clear, actionable guidance. **What do you dislike about Planhat?** - The Contacts (end users of your customers) management is quite difficult when you have Parent and Child accounts, very simple if you only have parent accounts - Portal looks pretty outdated - The success plans unit is not suited for tech touch customers **What problems is Planhat solving and how is that benefiting you?** Planhat helps us gain full visibility on our clients with a 360° view, ensuring data accuracy and seamless access for all teams. By automating processes, communications, alerts, it increases Customer Success efficiency, allowing us to be more proactive and strategic. Ultimately, it helps us be more value-driven in our client relationships, focusing on both risk mitigation and growth opportunities. ### 34. Great platform and experience **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Individual & Family Services | Small-Business (50 or fewer emp.) **Reviewed Date:** June 17, 2024 **What do you like best about Planhat?** I've gotten used to the updated version of Planhat! It makes it very easy to centralize company information all in one place. We are slowly building out our company documentation that we used to house in notion. **What do you dislike about Planhat?** To have the customer portal built in Planhat 2. That is the only functionality that is missing for us. **What problems is Planhat solving and how is that benefiting you?** Centralized hub for customer information that is visible across all members of the organization ### 35. The customer experience CRM your need **Rating:** 4.5/5.0 stars **Reviewed by:** Guillaume L. | Head of operations, Mid-Market (51-1000 emp.) **Reviewed Date:** November 25, 2024 **What do you like best about Planhat?** - Ease of use - Help to process the customers onboardings & adoptions in a quiet simple & accessible way - Planhat customer sucess & technical account managers availability - Very powerul once the data is injected in the tool - Sales CRM sync (HubSpot) - European tool **What do you dislike about Planhat?** - Customer supports 1st answer on the chat, for complex question are often partially wrong. They could ask more questions if the request isn't clear enough for them before to answer. - Some UI as admin are not convenient (manage all your automations, or all data fields), but I guess it will be improved on the new Planhat version coming soon! **What problems is Planhat solving and how is that benefiting you?** - Customers portfolio health visibility - Customers portfolio workload repartition among our customer experience team - Centralize all data about customers (activities, app usage, revenu, firmographic data, etc.) - Support & enhance onboarding and customer sucess process between our cx team and our customers ### 36. very satisfying to use planhat **Rating:** 4.5/5.0 stars **Reviewed by:** Benjamin K. | Operations Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** November 21, 2024 **What do you like best about Planhat?** Planhat stands out for its intuitive and user-friendly interface, which makes it easy to visualize and manage customer success workflows. I really appreciate the customizable dashboards that allow my team to track KPIs and customer health scores in real-time. The platform's robust integration capabilities with tools like HubSpot and Salesforce streamline our processes and eliminate manual data entry. Overall, it has significantly improved our ability to retain customers and identify upselling opportunities. **What do you dislike about Planhat?** While Planhat offers a great range of features, I believe its reporting capabilities could be more flexible. For example, creating custom reports can sometimes feel restrictive, and adding more advanced filtering options would make the platform even more powerful. Additionally, some integrations require extra setup time, which can slow down the onboarding process for new users. Modifyng the Overview page would be great. **What problems is Planhat solving and how is that benefiting you?** Planhat helps us solve the challenge of consolidating customer data across multiple platforms, providing a single source of truth for our customer success team. By automating workflows and offering actionable insights through real-time dashboards, it has enabled us to reduce churn, enhance customer satisfaction, and uncover growth opportunities through better upselling strategies. This has had a direct impact on improving both customer retention and overall revenue growth. ### 37. Highly Recommend Planhat for CS and Product Support **Rating:** 4.5/5.0 stars **Reviewed by:** Rocky R. | Sr. Operations Engineer, Mid-Market (51-1000 emp.) **Reviewed Date:** November 19, 2024 **What do you like best about Planhat?** Planhat has been a game-changer for our product support operations. The exceptional product support makes it easy to implement workflows for customer onboarding directly within the platform. The Customer Portals are invaluable for tracking onboarding objectives with customers, keeping everyone aligned. Its robust automation capabilities allow us to create a wide range of alerts based on real-time data, ensuring we never miss critical updates. For customer success, Planhat excels in tracking renewals, licensing information, and providing timely alerts to stay ahead of potential risks. The reporting features are comprehensive, giving us deep insights into both customer health and team performance. It's an all-in-one solution that simplifies complex processes and enhances overall efficiency. **What do you dislike about Planhat?** While Planhat is a fantastic platform, there are a few areas for improvement. There's no native time tracking feature, which would be a helpful addition. The automation builder, while powerful, can sometimes be challenging to use as it requires familiarity with field naming conventions. Additionally, the inability to add a vanity link to customer portals limits some customization options. That said, I appreciate that the team is actively tracking these issues and appears committed to addressing them in the future. **What problems is Planhat solving and how is that benefiting you?** Planhat is solving the problem of efficiently managing customer success processes, ensuring smooth customer onboarding, and enhancing proactive engagement with clients. By providing tools like workflows for onboarding, customer portals for objective tracking, and robust automation, it helps businesses stay on top of customer needs. It also streamlines the tracking of renewals, licensing information, and customer health through comprehensive reporting and actionable insights. ### 38. A lot of potential **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Hospitality | Small-Business (50 or fewer emp.) **Reviewed Date:** August 08, 2025 **What do you like best about Planhat?** Clean UX/UI, great functionality and potential, less clunky than Gainsight and easier to set up, less places to have to bounce between. GREAT support team. **What do you dislike about Planhat?** It can be buggy, limitations of some charts, must know JSON to make metrics. **What problems is Planhat solving and how is that benefiting you?** Great for bulk updates for accounts and I love the license structure and it's flexibility. Classic CRM for us. ### 39. A good tool for Customer Success Management **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** June 24, 2025 **What do you like best about Planhat?** Easy to use. It provides the details of the clients in a very user friendly way and intuitive. Point of click features and functionality is thebest thing available on the tool and adding users is super easy. **What do you dislike about Planhat?** Seamless integration is not there. Had to create multiple fileds to get the right information on the tool. **What problems is Planhat solving and how is that benefiting you?** Getting a 360 degree vuew of the customer which makes the CSM's life easy and can work with the customer based on the data/insights available. ### 40. Empowering, Intuitive Product with an Exceptional Team Behind It **Rating:** 5.0/5.0 stars **Reviewed by:** Kate G. | Vice President, Delivery Services, Small-Business (50 or fewer emp.) **Reviewed Date:** November 15, 2024 **What do you like best about Planhat?** Planhat is an outstanding product backed by one of the best teams in the industry. It's designed with the philosophy that managing a Customer Success Platform should be intuitive and not solely reliant on an admin to run. Planhat’s vision aligns perfectly with the market’s direction, focusing on building systems that empower entire organizations, not just individual teams. Customer success should be a company-wide mission, and Planhat embodies this vision. The team is exceptional—not just knowledgeable in CS but practical and straightforward, avoiding buzzword-heavy theories. They’re tactical, technically skilled, and overall a pleasure to work with. **What do you dislike about Planhat?** Dislike is a strong word—there’s nothing I truly dislike. As with any product, there are areas for improvement, but what I value about Planhat is their commitment to problem-solving. If there’s a blocker to achieving an outcome, they’re fully invested in finding a solution and advocating for enhancements, all while staying true to their mission **What problems is Planhat solving and how is that benefiting you?** We use Planhat to streamline our onboarding experience, leveraging the portal extensively to manage communications and documentation throughout our customer onboarding projects. ### 41. Planhat ROI Speaks for Itself **Rating:** 5.0/5.0 stars **Reviewed by:** Whitney A. | Vice President of Customer Experience, Mid-Market (51-1000 emp.) **Reviewed Date:** November 14, 2024 **What do you like best about Planhat?** Planhat's usability, ease of customization, and seamless integration into our daily workflows has revolutionized our ability to scale and mature as a Customer Experience team. The added implementation support and exceptional customer experience make a partnership with Planhat an easy decision. **What do you dislike about Planhat?** There are some features, such as the Customer Portal, that have not yet reached their full functionality potential. I am eager for enhancements such as this one to be released as we have plans for how we want to utilize this feature that have been put on hold until the new release is live. **What problems is Planhat solving and how is that benefiting you?** Planhat is solving gaps in human resources and capacity, the scalability and maturity of internal operations, and the ability of customer success managers to have access to the data they need when they need it to be high impact players along the customer journey. By implementing Planhat, we have increased team efficiency (doubling portfolio capacity per CSM within the first 6 months). Additionally we have mitigated risks in the customer experience by integrating workflows within Planhat that ensure consistentcy and excellence in the customer experience that we provide across team memebers and customer touchpoints. Lastly, by imlementing Planhat, we have streamlined workflows; effectively freeing up CSM headspace from internal process focused to customer outcomes focused. Our CSMs now have the capacity and mental space to engage in strategic thinking to deliver a return on investment and create a competitive advantage with our customers. ### 42. Powerful, flexible, scalable CSM **Rating:** 4.0/5.0 stars **Reviewed by:** Kevin W. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** November 12, 2024 **What do you like best about Planhat?** What stands out the most is that it has been relatively easy to get our company up and running on Planhat. Our implimentation been supported along the way by a very capable team of CSMs and TPMs. They respond quickly to emails and make themselves available for calls whenver needed. Integrating with Salesforce, and Slack was a breeze, and Jira took a little more troubleshooting but is working great now. Since we aren't charged per-user, we expect lots of cross team collaboration and ultimately Planhat should become a critical bridge between otherwise siloed systems. **What do you dislike about Planhat?** Some integrations that were native to Gainsight are unsupported in Planhat will require a lot more work to get integrated. There are some helpful pre-built dashboards the require only a little configuration to get working, but pretty much everything else has to be developed manually. More pre-built templates for filters, dashboards, and even workflows would be super helpful. Also, a few times during our onboarding we've learned that certain features that we purchased hadn't been enabled yet, and I'm not sure why we had to ask to get those turned on. **What problems is Planhat solving and how is that benefiting you?** Managing customer lifecycle from post sales through customer success. Consolidating otherwise siloed customer data. Measuring customer health and tracking outcomes. Automating routine jobs. Analyzing customer data using dashboards. ### 43. Reinventing Customer Success through Feedback, Action and Innovation **Rating:** 5.0/5.0 stars **Reviewed by:** ShaRaya S. | Customer Experience Operations Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** November 12, 2024 **What do you like best about Planhat?** Flexibility, ease of use, customizations **What do you dislike about Planhat?** Moderate reporting and analytics features **What problems is Planhat solving and how is that benefiting you?** Planhat is helping us identify risk much earlier. With Planhat, we have been able to determine that customers who are identified as at risk 4 months or less prior to their renewal are most likely to churn and have very little room to save. This finding has redirected us in how we think about risk and churn, how we manage it, and what steps we take to manage a customer's risk. Planhat has also helped us refine and improve our SaaS migration process through the use of workflows and dashboards for data integrity. This has helped improve alignment across the business and improve communication across teams. Planhat has been crucial in helping us manage our data. With the flexibility and great support from the team, we have been able to utilize Planhat for various integrations and data analytics when other tools have not had the capacity or capability. As a business, it has expanded our data capabilities and helped streamline and maintain our data integrity. ### 44. 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.) **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 metrices it in different widgets, limiting the ability to customize and visualize. - Some limiations in terms how sales metrics or numbers for each stage in the opportunities could be totalled and shown on top for each stage and commulative volume or sales etc. This is very helpful feature to have a quick glance at 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 could be really beneficial and quick for business owners in brainstorming. **What problems is Planhat solving and how is that benefiting you?** Its helping to culminate the services efforts required with the total output generated in terms of sales or revnue and helps in recording and racking all information on a single platform as the company central data management tool. ### 45. 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.) **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. ### 46. 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.) **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 ### 47. 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.) **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 develop 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 built 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. ### 48. 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.) **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. ### 49. 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.) **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 immensly 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 ### 50. The Power of Planhat **Rating:** 5.0/5.0 stars **Reviewed by:** Mackenzie B. | Sr Customer Success Manager, Small-Business (50 or fewer emp.) **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 Acvitity 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. ## 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=6&qs=pros-and-cons§ion=pricing&secure%5Bexpires_at%5D=2026-08-12+10%3A56%3A03+-0500&secure%5Bsession_id%5D=309fdf3c-5715-4ed4-96d6-f7f394ac31e9&secure%5Btoken%5D=7a5233d5ef1be1b33d70749f48121946afd6d2799a6116449708c4eae55086cb&format=llm_user) ## Planhat Integrations - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - [Aha!](https://www.g2.com/products/aha/reviews) - [Boostworks](https://www.g2.com/products/boostworks/reviews) - [Claude](https://www.g2.com/products/claude-2025-12-11/reviews) - [Digibee](https://www.g2.com/products/digibee/reviews) - [Dotdigital](https://www.g2.com/products/dotdigital/reviews) - [Fathom](https://www.g2.com/products/fathom-video/reviews) - [Fin](https://www.g2.com/products/fin/reviews) - [Fin2 by Intercom](https://www.g2.com/products/fin2-by-intercom/reviews) - [Fireflies.ai](https://www.g2.com/products/fireflies-ai/reviews) - [Freshdesk](https://www.g2.com/products/freshdesk/reviews) - [GitHub](https://www.g2.com/products/github/reviews) - [Glean](https://www.g2.com/products/glean-technologies-glean/reviews) - [Gong](https://www.g2.com/products/gong/reviews) - [Google Cloud BigQuery](https://www.g2.com/products/google-cloud-bigquery/reviews) - [Google Workspace](https://www.g2.com/products/google-workspace/reviews) - [HubSpot Marketing Hub](https://www.g2.com/products/hubspot-marketing-hub/reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - [HubSpot Service Hub](https://www.g2.com/products/hubspot-service-hub/reviews) - [Insightly CRM](https://www.g2.com/products/insightly-crm/reviews) - [Jira](https://www.g2.com/products/jira/reviews) - [Microsoft 365](https://www.g2.com/products/microsoft365/reviews) - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews) - [Microsoft SQL Server](https://www.g2.com/products/microsoft-sql-server/reviews) - [Mixpanel](https://www.g2.com/products/mixpanel/reviews) - [Pendo](https://www.g2.com/products/pendo-io-pendo/reviews) - [PlanMill ERP Cloud](https://www.g2.com/products/planmill-erp-cloud/reviews) - [Proactivanet](https://www.g2.com/products/proactivanet/reviews) - [Productsup](https://www.g2.com/products/productsup/reviews) - [Qualtrics Customer Experience](https://www.g2.com/products/qualtrics-customer-experience/reviews) - [Salesforce Agentforce](https://www.g2.com/products/salesforce-agentforce/reviews) - [Salesforce Headless 360 Platform (formerly Salesforce Platform)](https://www.g2.com/products/agentforce-360-platform-formerly-salesforce-platform/reviews) - [Salesloft](https://www.g2.com/products/salesloft/reviews) - [SAP Cloud ERP (SAP S/4HANA Cloud)](https://www.g2.com/products/sap-cloud-erp-sap-s-4hana-cloud/reviews) - [Showell](https://www.g2.com/products/showell/reviews) - [Slack](https://www.g2.com/products/slack/reviews) - [Snowflake](https://www.g2.com/products/snowflake/reviews) - [Tableau](https://www.g2.com/products/tableau/reviews) - [Typeform](https://www.g2.com/products/typeform/reviews) - [Workfront](https://www.g2.com/products/workfront/reviews) - [Younium](https://www.g2.com/products/younium/reviews) - [Zapier](https://www.g2.com/products/zapier/reviews) - [Zendesk for Customer Service](https://www.g2.com/products/zendesk-for-customer-service/reviews) ## 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 - 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