--- title: Planhat Reviews meta_title: 'Planhat Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 955 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: 955 scale: '5' date_modified: '2026-08-14' 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:** 955 ## 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 for Implementation Management! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** February 27, 2024 **What do you like best about Planhat?** The simplisity in the UI, customizable reports and automation capabilities. **What do you dislike about Planhat?** I would say the lag that is experienced when some changes are made withing the program. Some times it takes a little while to refresh. Not a superlong time just a notable amount for me since I focus more on proficiency within my role. As far as use and functionality I have no complaints. **What problems is Planhat solving and how is that benefiting you?** It's allowing me to manage the implementation workflow by keeping all my tasks and data traking on the same screen. With implementation I am required to follow a list of operations on each account to ensure all onboarding touch points are being resolved within different stages of the onboarding process. Planhat is helping me do this by giving me the ability of having my tasks listed out for me to help see a broadend version of the onboarding process. ### 2. Implemented Planhat to Replace Hubspot **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Commercial Real Estate | Mid-Market (51-1000 emp.) **Reviewed Date:** March 04, 2024 **What do you like best about Planhat?** Lots of functionality - very customizable and unlimited user seats. It allows for increased visibility and once you get used to it, it's easy to use. It also integrates well with Hubspot. **What do you dislike about Planhat?** There's a pretty big learning curve with Planhat - especailly on the set up side. There is however a LOT you can do with it once you get past that hurdle. Implementation for us was slower since the snowflake <> Planhat integration involved a bit of manual lift. Otherwise, usage has been pretty smooth and support from our CSM and technical rep has been very good and helpful. I do wish the knowledgebase was a bit more built out as well. **What problems is Planhat solving and how is that benefiting you?** Planhat solves for visibility issues and information silos and a lack of a source of truth for all customer data. ### 3. Elevating CSM efficiency with Planhat **Rating:** 4.0/5.0 stars **Reviewed by:** Valerie G. | Mid-Market (51-1000 emp.) **Reviewed Date:** November 14, 2023 **What do you like best about Planhat?** We have been using Planhat for almost a year now, and I am truly impressed with its capabilities and the positive impact it has had on our customer relationship management. This tool has become an invaluable asset for our team, offering a seamless experience, a wide range of integrations, and unprecedented visibility into every aspect of our customer interactions. Couple of things to highlight: Ease of Use: One of the standout features of PH is its user-friendly interface. The intuitive design makes it incredibly easy for our team to navigate and utilize its powerful features. Whether you're a seasoned professional or a newcomer to CRM tools, the learning curve is doable, allowing us to get up and running quickly. The simplicity of the platform has significantly increased user adoption across our organization. Multiple Integrations: PH has successfully addressed the need for seamless integration with other tools and platforms. Its extensive list of integrations with popular applications has streamlined our workflows and enhanced overall efficiency. From connecting with our email and calendar systems to integrating with Hubspot, Chargebee and Intercom, PH has become the central hub that ties our tech stack together. This interoperability has eliminated data silos, providing a comprehensive view of customer interactions. Enhanced Customer Success Management (CSM): One of the most significant advantages we've experienced withPH is the transformation of our Customer Success Management approach. CSMs now have unprecedented visibility into all aspects of customer engagement, from initial contact to ongoing support. This comprehensive view empowers our CSMs to be more proactive in addressing customer needs, identifying opportunities for upselling or cross-selling, and promptly resolving any issues that may arise. The ability to track customer interactions, monitor feedback, and analyze usage patterns has allowed our CSMs to tailor their strategies to individual customer needs. This level of insight has not only strengthened our relationships with existing customers but has also been a game-changer in acquiring new business by showcasing a deep understanding of client requirements. Lastly I would like to highlight that PH offers exceptional customer support that is fast, clear, and incredibly helpful. Their team quickly addresses inquiries, providing effective and easy-to-implement solutions. Furthermore, our dedicated Customer Success Manager Oscar has been outstanding. With in-depth knowledge of the platform and a genuine commitment to understanding our business, he has provided personalized training and strategic insights, making PH not just a software provider but a true partner in our success. In conclusion, PH has proven to be a reliable and powerful solution for our customer relationship management needs. Its ease of use, extensive integrations, and the enhanced visibility it provides have elevated our approach to customer success. I highly recommend PH to any organization looking to streamline their CRM processes and take their customer management strategies to the next level. **What do you dislike about Planhat?** While PH excels in many areas, there are a few aspects that could be enhanced for an even more seamless user experience. Firstly, while the platform offers a variety of integrations, there is room for improvement in extending some of these integrations to be two-sided. The ability to not only pull data into PH but also push relevant information from PH to other integrated platforms would significantly enhance workflow efficiency. A more robust bidirectional integration would streamline data management and ensure a more synchronized and real-time exchange of information across our tech stack. Additionally, the process of building filters and views within PH can be somewhat intricate, depending on the complexity of your product. An intuitive and straightforward approach to creating filters and views would empower users to customize their experience more efficiently, ensuring that they can extract valuable insights from the platform without facing unnecessary complexity. It's worth noting that PH has demonstrated a commendable openness to addressing user concerns and improving the platform. The team has a proactive approach towards feedback, and they've already successfully resolved several feature requests from our side. This responsiveness gives us confidence that the suggestions for enhancing two-sided integrations and simplifying the process of building filters and views will be met with the same level of commitment. The willingness of PH to actively collaborate on refining the platform based on user input underscores their dedication to providing a top-notch user experience. We look forward to seeing these potential improvements in future updates, further solidifying PH as a dynamic and user-focused CRM solution. **What problems is Planhat solving and how is that benefiting you?** Before implementing PH, our team faced a significant challenge due to the fragmented nature of our operations. Customer Success Managers (CSMs) operated within a separate ticketing system, sales activities were managed in HubSpot, and financial transactions were tracked in Chargebee. Each department essentially functioned on its own island, resulting in a lack of a comprehensive overview of our customers. This siloed approach made it difficult to proactively identify issues, collaborate effectively, and fully understand the customer journey. The absence of a unified platform hindered our ability to spot potential upsell opportunities and address customer needs comprehensively. There was a clear need for a solution that could integrate and centralize data from various sources, providing us with a holistic view of customer interactions and transactions. Now, with PHin place, we have successfully overcome these challenges. By consolidating data from customer interactions, product usage, and financial transactions into a single tool, we have gained a full overview of our customers. This integrated approach enables us to proactively identify and address issues, providing a more seamless and efficient customer experience. Additionally, the unified data view empowers us to recognize upsell opportunities and tailor our approach to meet individual customer needs, fostering stronger and more profitable relationships. PH has become the linchpin that connects our previously isolated islands, fostering collaboration and ensuring a comprehensive understanding of our customers' journeys. ### 4. Proactively manage your customers and stay on top of your team's activities - overall a great tool **Rating:** 4.0/5.0 stars **Reviewed by:** Marie H. | Small-Business (50 or fewer emp.) **Reviewed Date:** November 08, 2023 **What do you like best about Planhat?** Planhat is easy to use and the UI is customer friendly. Their support team responds swiftly and is knowledgable. The SFDC integration is powerful (only limitation: it cannot mirror all products on the opp level). It is possible to set up customised workflows with filters and automations and achieve practically anything. Planhat allows you to keep an overview of your accounts, their health and enables you to proactively engage them when needed. **What do you dislike about Planhat?** While the automations in combination with the filters are very powerful, it gets easily very messy and one risks losing sight of all the workflows put in place. This process is very manual. Still, recent product enhancements contributed to a better overview and progress is visible. There are not as many integrations available to sync the financial data into Planhat (e.g. Stripe integration has been on the roadmap for a long time). **What problems is Planhat solving and how is that benefiting you?** The customer portal is a great way to share a project plan with the customer and clearly split between to-dos of the customer and the CSM/user. No need for a separate project management tool. Monitoring the project implementation is easy. Filtering through the entire customer base to better identify upsell opportunities, customers that require attention etc. is very straightforward. Data analysis over time allows leadership staff to understand where CSMs spent their time, identify high value customers and plan accordingly. ### 5. Planhat review **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** December 21, 2023 **What do you like best about Planhat?** - Gives you a good oversight - Planhat has made it possible to work on scale, with many customers. This was not possible with our previous tool stack - In general, Planhat is easy to use and navigate in once you have learned the basics - Easy to adapt the panels and view based on your needs - Possibility to bulk plan activities - Easy to copy filters/automations and then do adjustments instead of doing from scratch - Ability to take action from different places - Great customer support and CSM - Library of help articles and interesting podcasts and webinars **What do you dislike about Planhat?** - Lacks structure options - UI and design is not the best - Emailing function is not very refined - Apart from the basic functions, when you go more advanced, there are too many steps and options making it less intuitive - It is not easy to collaborate on tasks, notes among internal stakeholders - Planhat are rolling out updates at a high speed which is both positive and negative. Sometimes new features, or name changes doesn't update and reflect everywhere. Feels like improving the tool should be highest priority, instead of releasing new features. Important to find the balance as they are growing into new territories - Overload of templates/filters/playbooks etc. When you are not the owner you can't delete nor see the owner, making it overwhelming. It should be easier to keep it "tidy" **What problems is Planhat solving and how is that benefiting you?** - Gives you a good oversight - Planhat has made it possible to work on scale, with many customers. This was not possible with our previous tool stack - In general, Planhat is easy to use and navigate in once you have learned the basics - Easy to adapt the panels and view based on your needs - Possibility to bulk plan activities - Easy to copy filters/automations and then do adjustments instead of doing from scratch - Ability to take action from different places - Great customer support and CSM - Library of help articles and interesting podcasts and webinars ### 6. Planhat has helped bring much needed visibility into the overall health of our book of business. **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** May 16, 2023 **What do you like best about Planhat?** My favorite part of planhat is the visibility it gives us in regards to our clients. Before PH we were managing our accounts through multiple spreadsheets. Everything was manual. **What do you dislike about Planhat?** There are a lot of features for us to utilize. Which is great, but it is also hard for us to identify where to start or what to use because we are a small SaaS organization. We have had multiple CS managers which have stalled momentum when it comes to our account. We have had to start at back at ground zero with each transition which has been hard. **What problems is Planhat solving and how is that benefiting you?** Visibility into my portfolio. It helps with accountability and data management. ### 7. Lovely CS tool. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** August 30, 2024 **What do you like best about Planhat?** Very easy to use and is ALSO very user-intuitive. **What do you dislike about Planhat?** Data integration was a bit more complicated than outlined in the sales process. Our Customer Success Manager, Lisa, has been helpful in trying to make a path forward. **What problems is Planhat solving and how is that benefiting you?** One place to find all things CS, and to truly be able to pull health scores, has been great. ### 8. Planhat is efficient and effective! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** August 27, 2024 **What do you like best about Planhat?** Planhat makes it easy to review accounts and build out filters to identify possible upsell opportunities! All the information I need is in one place and reaching a larger audience with fewer clicks is a huge plus! **What do you dislike about Planhat?** There is no monthly calendar view for upcoming activities and tasks. **What problems is Planhat solving and how is that benefiting you?** Reaching a large number of customers and identifying opportunities. ### 9. Nice platform for customer success that helps with a lot of insights and management of customers **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** October 19, 2022 **What do you like best about Planhat?** Planhat is fairly intuitive when it comes to the main functions for managing customers. E.g. it is great to configure own health scores for quick overview of customers' well-being. In addition, several measures are available to easily understand how customers are using our product and in turn define measures of our own. Planhat is also great for capturing all events/meetings/notes on a customer that should be available in case the actual customer success manager isn't. Lastly, the option to share a customer portal with customers and use it as a joint platform for communicating to-dos and next steps, is of great value. There is a very close collaboration between the Planhat CSM and us. In addition, we have a technical contact person, who is helping to set up integrations and automations. **What do you dislike about Planhat?** There are still a couple of functionalities that don't work well, e.g. synching recurring calendar meetings, or mail that are in other folders than "Inbox". In addition, the integration options could be a bit more advanced, esp. when it comes to trouble shooting. Failure messages are available, but it seems to not be possible to actually look at sent or received payloads to see why things fail. Therefore, finding a wrong setting can take quite long. Nevertheless, the team tries their best to help out where the platform still has shortcomings. Furthermore, the customer portal would benefit from allowing to work on formatted pages both for our customers and for us. So far, there is only a document option that allows our customers to enter free text, but if I have my self-build success plans, there is no way for my customers to enter their text into it. **What problems is Planhat solving and how is that benefiting you?** It's giving me a quick overview of the most important customer-associated metrics and is thereby saving me a lot of time in analysis. It also helps a lot with knowledge transfer and simply tracking to-dos, thereby improving the work as a team. ### 10. Very good CS software **Rating:** 4.0/5.0 stars **Reviewed by:** Esra P. | CRM Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** December 05, 2023 **What do you like best about Planhat?** - Many great functionalities: Health Score, Automations etc. - Can be configured very well and adapt to specific business requirements **What do you dislike about Planhat?** - Bulding reports and dashboards is sometimes a bit confusing and time-consuming - In many areas, Planhat is a very technical tool and our end users sometimes complain its' complexity and not being the most user-friendly platform **What problems is Planhat solving and how is that benefiting you?** Understanding how our own product is used and noticing trends and patterns there. Managing our customer portfolio efficiently and noticing where to take an action. ### 11. Super valuable tool for everyone who works with B2B customer management **Rating:** 4.0/5.0 stars **Reviewed by:** Christoffer K. | Mid-Market (51-1000 emp.) **Reviewed Date:** November 13, 2023 **What do you like best about Planhat?** What I like most about Planhat is the width of the tool, which allows us to constantly develop as an organization, test new things and give our customers a better experience. **What do you dislike about Planhat?** I would like to see more opportunities to do smarter and easier outreach towards customers. **What problems is Planhat solving and how is that benefiting you?** Planhat helps us execute all our initiatives that we have in our Customer success organization. With the help of good data, we can work faster and more efficiently towards our customers. ### 12. The simplest yet one of the most powerful CS Platforms on the market **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Human Resources | Mid-Market (51-1000 emp.) **Reviewed Date:** November 09, 2023 **What do you like best about Planhat?** It is a very simple to use platform with some really strong functionalities to gather data, analyse and take actions on them! The support team is lightning fast and very helpful in solving any issues, which also goes for the technical account manager and the CSM too. Easy to integrate with older programs via API. The automations especially are a very handy item to streamline operational tasks and free up valuable CSM time. Loads of more untapped potential which we are still discovering! **What do you dislike about Planhat?** There are certain limitations to the tool just as any tool. Some current integrations have limited functionality which can be overcome with the use of webhooks but ideally would work more seamelessly. More bi-directional integrations would be great. Sometimes we have some specific request and support is unable to assist due to functionality limitations (which is not a deal breaker) but some flexibility would be great. **What problems is Planhat solving and how is that benefiting you?** Planhat helps us identify the right focus areas for our customers and which customers need some special attention throughout their lifecycle. That way we can focus our energy and resources in the right direction! ### 13. Overall intuitive platform with great features and helpful staff **Rating:** 4.0/5.0 stars **Reviewed by:** Rebecca M. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** November 08, 2023 **What do you like best about Planhat?** Very intuitive, easy to use platform. Lots of functionality and definitely a good central source of information. **What do you dislike about Planhat?** Often there are little bugs that have to be reported to Planhat, which takes up time that I could be spending doing my work. I often have to speak to Planhat support to report small issues that come up but the team is very responsive and helpful. **What problems is Planhat solving and how is that benefiting you?** PH is working on several feature requests and bugs reported. ### 14. Scaling CS for Data Observability **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** February 26, 2024 **What do you like best about Planhat?** Having all information for a client in one place and the ability to templatize our key motions for scalability. **What do you dislike about Planhat?** I dont dislike anything but there could be improvement on the customer facing dashboards and being able to view attachements in email. **What problems is Planhat solving and how is that benefiting you?** Planhat is helping to streamline our operations and cross collaboration between teams. ### 15. 360 Customer view and automate processes **Rating:** 4.0/5.0 stars **Reviewed by:** Arnaud G. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 15, 2023 **What do you like best about Planhat?** Firstly, Planhat has been very helpful in centralising our customer data with their native integrations and the possibility of plugging it into our platform. Usage, customer contract, invoices, we can stay on track, and give visibility to all our teams. It also allowed us to easily track our day to day interactions with our customers, and automate processes during our onboarding and running phase. Being customisable, we can really set Planhat to reflect our processes which is very handy, especially while we are deploying this tool. The last part of the deployment we are still to execute is the health score configuration which is definitely a key feature for us. **What do you dislike about Planhat?** I believe that Planhat could improve its contract management, we found it challenging to adjust our processes, but we found a workaround to make it work. The second topic they could improve is documents management which is too simple. **What problems is Planhat solving and how is that benefiting you?** - Increase visibility on our customer data for other teams (contract, usage, key users, project advancement, upsell, client workflow, etc) - Proactivity with contract renewal & uspells - Increase CSM productivity with various automations - Increase the quality of handover between CSMs ### 16. Powerful platform backed up by quality support **Rating:** 4.0/5.0 stars **Reviewed by:** Lewis B. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** May 11, 2023 **What do you like best about Planhat?** There are so many options available to display the data you want, and the automation features such as filters and messages are hugely helpful in streamlining workflow and prompting tasks. Personally I find the way data and tables are displayed to be very clear, and there are so many options to filter what you need to see. Sam has been a supportive CSM, who is full of ideas and is fast to respond. Pontus has also been helpful in troubleshooting tech issues. **What do you dislike about Planhat?** A negative aspect of having so many options available is it can be slightly overwhelming to work out what you need to do to get the results you want. Sometimes it feels like you have to guess what to do (e.g. You can assign days for Steps in Playbooks but it's hard to work out when exactly these will trigger, and setting up filters can be confusing) and this could be clearer with a pop-up or some info. **What problems is Planhat solving and how is that benefiting you?** Planhat is helping us to implement playbooks for our customer journey, NPS campaigns, revenue tracking, renewal tracking and really all stages of a customer lifecycle. The implementation of playbooks has been huge for a new CS function within our company, and allows us to work to a plan without having to use another external program or app. Once we can be sure all our data is pushing from our platform, it will enable us to make really solid decisions on client health and put plans in place. ### 17. Single Source of Truth for CS **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** November 16, 2023 **What do you like best about Planhat?** Planhat provides a comprehensive view of all CS facets. Our CS team find the following particularly useful in their day to day - health score, opportunity tracking (looking forward to exploring the new opp tracking dashboard!), license management, risk management, customer engagement, touch points, onboarding. The team find it relatively easy to use and intuitive. **What do you dislike about Planhat?** A significant time investment was needed to get the initial set up correct and we had a couple of false starts. That said there is a good level of support available. Managing some components such as custom fields and setting up integrations correctly is not straigthforward. **What problems is Planhat solving and how is that benefiting you?** Provides a single source of truth for customer data allowing greater efficiencies. Ability to integrate engagement data is extremely helpful and allows for full visibility of customer health. ### 18. Gamechanger with room for improvement **Rating:** 4.0/5.0 stars **Reviewed by:** Vilma M. | Customer Success Coordinator, Mid-Market (51-1000 emp.) **Reviewed Date:** November 21, 2023 **What do you like best about Planhat?** It feels like there are endless possibilities with the platform. It has helped us to gain insights, get a better overview and understand our customers a lot better. **What do you dislike about Planhat?** I feel like it's quite hard to adapt to Planhat, both as an admin and a user. With a lot of possibilities, it can take some time to implement. **What problems is Planhat solving and how is that benefiting you?** Getting all our data in one platform. ### 19. Good tool for our CS team! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Human Resources | Small-Business (50 or fewer emp.) **Reviewed Date:** May 22, 2023 **What do you like best about Planhat?** Using Planhat, we'll have a seamless handoff from Sales to Implementation then Customer Success. It has increased the efficiency of the team by the use of workflow automation triggers and alerts. **What do you dislike about Planhat?** We are unable to integrate the licenses from Hubspot to Planhat. Therefore, we have to manually add the licenses/products every time there are new customers. I hope we can use the Projects Data Model effectively. Our Implementation team will also use Planhat, but we will have to use playbooks instead of an effective way to track on-boarding activities/tasks. If using Windows, users are unable to scroll to the right. **What problems is Planhat solving and how is that benefiting you?** The lack of visibility into our customer data is one of the core business challenges Sprout has because it is siloed in different systems - Hubspot, Zendesk, Xero, Pendo, Power BI, Gmail and Google Sheets. Efficient management of data is needed to be able to increase customer loyalty, support our clients needs and find opportunities in ways we have yet to explore. ### 20. User-friendly and allows effective analysis of customer data. Excellent customer support. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** November 10, 2023 **What do you like best about Planhat?** The software is very intuitive to use. Most of the things coulbe be figured out from the get-go. The abilty to slice and dice customer data using filters is also quite helpful. Fantactic team, especially the customer support is superb. **What do you dislike about Planhat?** There's room for improvement for ease of integration. **What problems is Planhat solving and how is that benefiting you?** Customer data visibility and analysis. Better organization of customer communication, planning of customer activities. ### 21. Clearly organising my client management process **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Services | Mid-Market (51-1000 emp.) **Reviewed Date:** October 09, 2023 **What do you like best about Planhat?** The best thing about Planhat is its workflow ability. Setting up different flows for clients at different stages allows me to prioritise well and see where my efforts are needed in an instant. **What do you dislike about Planhat?** The only aspect Planhat could improve is its syncing ability. Sometimes, I find emails and events not synced correctly from my other tools. **What problems is Planhat solving and how is that benefiting you?** - Organisation - Prioritisation - Company mapping - Commercial strategy planning - Following up with clients ### 22. A good solution allowing to win time on client portfolio Management **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** November 14, 2023 **What do you like best about Planhat?** Planhat helps to have an overview of our portfolio and gather every informartions in one place. It allows to save time in client management and to have every information in one place. There is lot of filters and multiples possibility to adapt to our solutions. **What do you dislike about Planhat?** Maybe a bit too much possibilities of managing the account. Sometimes some essentials informations are losts. **What problems is Planhat solving and how is that benefiting you?** Planhat is allowing me to oversee all my portfolio (last touchpoint / QBR / opportunities) and it saves me a lot of time to know my next actions. ### 23. A very useful tool **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Professional Training & Coaching | Mid-Market (51-1000 emp.) **Reviewed Date:** November 20, 2023 **What do you like best about Planhat?** A CRM that's easy to understand on a day-to-day basis. Rather complete in its range of functions. I use it every day and it's an indispensable tool in our team. **What do you dislike about Planhat?** The personalization of template emails could be improved. Follow-up reports/dashboards could be improved and offer better ergonomics. using the portal client is a good idea, but not optimal over time (accumulation of content, etc.) **What problems is Planhat solving and how is that benefiting you?** Planhat makes it possible to track all customer topics (conversations, health, etc.), making it an indispensable tool for customer success managers. ### 24. Very Useful Automation Tool **Rating:** 4.0/5.0 stars **Reviewed by:** Michael M. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 22, 2023 **What do you like best about Planhat?** The share portal is my favourite feature; it really saves on time spent emailing clients and means there is an easy and agreed way to share updates. Automated emails are also extremely helpful in reducing admin burden **What do you dislike about Planhat?** There is quite a steep learning curve to get to grips with the software, but once up and running it is extremely helpful Quite a few bugs (like any fast-developing software :) ) **What problems is Planhat solving and how is that benefiting you?** Tracking client requests and helping prioritise those requests which carry more importance. Overall healthscore review means I can focus my time on clients who need it most ### 25. A bit buggy but has a lot of potential **Rating:** 3.5/5.0 stars **Reviewed by:** Emelie N. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** May 18, 2022 **What do you like best about Planhat?** The ability to collect almost all information regerding our customers in one place. I also really appreciate that you have a Slack integration cuz I can let go and then be reminded when something is ready. **What do you dislike about Planhat?** The bugs, as with any software. For example the activity byg where they won't show on correct date. That makes is higly likely to miss action points. In some areas (very few tho) it's a bit unflexible. I think Issues tab is the only area I can think of now. **What problems is Planhat solving and how is that benefiting you?** My most used feature is the activities which I'd be helpless without. I have actually been the one pushing for all of us to really start using both activiteies and notification to keep better track. But also it has made our work with renewal of contract much easier. ### 26. Good product for CSM **Rating:** 4.0/5.0 stars **Reviewed by:** Salma T. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 23, 2023 **What do you like best about Planhat?** the fact that we can handle our clients from the onboarding to the success stage in one plateform is really good. Planhat can integrate with many plateforms such as invoicing platforms, intercom, our own solution ... **What do you dislike about Planhat?** Planhat has a lot of hidden functions that are quite diffuclt to find. Usually our CSM has answers and suggestions for us, but I would never be able to fully use it without Sam's guidance The analytics section could be improved. **What problems is Planhat solving and how is that benefiting you?** all in one platform for our CSM team. ### 27. Pretty good tool, great contact and awesome support **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Human Resources | Mid-Market (51-1000 emp.) **Reviewed Date:** November 10, 2023 **What do you like best about Planhat?** Platform support Possibility to tweak A lot of insights! **What do you dislike about Planhat?** Dashboarding could be better Missing time stamps Opportunity model is to weak for us **What problems is Planhat solving and how is that benefiting you?** Health of customers One process for all client teams ### 28. Amazing team to keep you on track and understand your unique use case **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Venture Capital & Private Equity | Mid-Market (51-1000 emp.) **Reviewed Date:** May 19, 2023 **What do you like best about Planhat?** Plan Hat's dedicated CS team. We don't always have the capacity to learn or explore all of it's features, but our CS team keeps us on track and understands our use cases to introduce and dive deep into modules when we need it. **What do you dislike about Planhat?** The filter capabilities are getting better, but often there is no cross sorting by fields that live on company, end user, revenue, or other modules which can make it hard to self service your own filters and dashboards. **What problems is Planhat solving and how is that benefiting you?** Plan Hat is setting us up to grow and automate our communications, processes, and understanding of our clients ### 29. Great service, easy to use platform **Rating:** 3.5/5.0 stars **Reviewed by:** Bethany B. | Manager, Customer Experience & Success, Mid-Market (51-1000 emp.) **Reviewed Date:** November 09, 2022 **What do you like best about Planhat?** My team feels supported by our CSM to be there whenever we want to enhance current business processes. He comes with best practices and is willing to build out reports, dashboards, or anything else that would make our day-to-day a bit easier. **What do you dislike about Planhat?** A test environment would allow us to build out playbooks or test health scores without affecting production data. You have to pay more in your contract to have a test area that doesn't work within budget; I believe that should be included. Reporting filters can be complex. Auto-saving would be an awesome enhancement (the way a google doc would); taking notes on a call and losing them when you accidentally close it out or hit the back button gets to be frustrating. Customer portal enhancements would be great as well, I do not feel confident directing my clients to log into their portal for practical use. **What problems is Planhat solving and how is that benefiting you?** Quickly view important metrics at a glance while on a call with a client (renewal date, monthly cost, goals, notes from previous call, etc.). Report on my team's book of business to ensure client distribution is done evenly. Confirm renewals within the tool that triggers to accounts team to process accordingly. ### 30. Growing CSM platform for optimising you CSM processes and keeping your customers successful. **Rating:** 4.0/5.0 stars **Reviewed by:** Timothy S. | Teamlead Customer Success, Mid-Market (51-1000 emp.) **Reviewed Date:** October 25, 2022 **What do you like best about Planhat?** Planhat has a lot of flexibility to adapt to your processes and company structure. The CSM team is super dedicated to helping you reach your goals. Where a year in now and our view of our customers has improved significantly. We can be a lot more pro-active and see that our CSMs know what their clients are doing. The pricing that is not user based is also a plus. **What do you dislike about Planhat?** The initial setup took a while. This was partly due to the time we could invest but also due to a complicated setup. You feel it's a growing system because of some useability features that are not yet optimal. Working with a hierarchical structure is possible, but the setup and platform view did take time to get used to. Our Hubspot integration works well now, but still some added flexibility would be nice. Also, smaller things like tasks from playbooks and google meetings that are basically part of that task can't be merged eg. **What problems is Planhat solving and how is that benefiting you?** Helps us onboard our customers in a more uniform and structured way. Onboarding is now more easily scaleable. We can pro-actively follow up with customers and act before it's too late. We have a better overview of the "health" of our customers. ### 31. Pretty Easy to Use **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** May 18, 2023 **What do you like best about Planhat?** Helps keep my customer data organized, and tracks health scores in a meaningful way that allows me to understand where my clients are quickly and efficiently. **What do you dislike about Planhat?** There is often a lot of cleaning that I have to do: Duplicated people, accounts etc. Merging of dupes used to be easy and intuituve but a recent update made it more manual. **What problems is Planhat solving and how is that benefiting you?** Helping keep track of users, usage and account renewals. We also greatly use it for health scores and to track onboarding of our clients. ### 32. Planhat Review **Rating:** 4.0/5.0 stars **Reviewed by:** Sævar O. | Customer Success Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** May 09, 2023 **What do you like best about Planhat?** I like the software as it helps me to track my daily activities as CSM, meet renewal dates, identify up-sell opportunities, plan ahead. It meets my expectation with regards to the daily activities of a CSM. **What do you dislike about Planhat?** I don't particularily like the Reporting functions. Custom reports are nice but some added functionalities could be added and user experience improved for this part in my honest opinion. **What problems is Planhat solving and how is that benefiting you?** As stated in earlier question is helps me in my role as a CSM to meet the requirements of the role. ### 33. Great software, complex to install and good support **Rating:** 3.5/5.0 stars **Reviewed by:** Rita B. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 18, 2023 **What do you like best about Planhat?** The usability of it and the fact that we can build so many different views for our clients **What do you dislike about Planhat?** A lot of things are very complicated to set up for the regular CSM user and we have to always ask for help to verify our set up and things we want to build **What problems is Planhat solving and how is that benefiting you?** Handling our clients data and making sure we have one quick view on all our accounts and set ups - manage our renewals and upsells ### 34. Like Planhat, but recovering from poor past choices has been difficult (I know this is user error) **Rating:** 4.0/5.0 stars **Reviewed by:** Jon M. | Customer Success Team Lead, Small-Business (50 or fewer emp.) **Reviewed Date:** November 01, 2022 **What do you like best about Planhat?** I like how it aggregates everything from all of my other applications into one place. It tracks conversations so that I can see what was going on the last time I spoke with a customer, and allows customization so that other apps can be linked (chargebee, metabase, etc). **What do you dislike about Planhat?** It is VERY difficult to fix past errors from employees that did not know what they were doing. They ruined the connection between salesforce and planhat, and have made it difficult to keep contact lists totally updated. I know this is not planhat's fault, but I wish it was easier to fix. **What problems is Planhat solving and how is that benefiting you?** Keeping track of my customers and our communications has made it easier for me to do my job. It cuts down on time spent digging through emails and makes sure that every customer is touched frequently enough. ### 35. Comprehensive platform **Rating:** 4.0/5.0 stars **Reviewed by:** James K. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 18, 2023 **What do you like best about Planhat?** Tracking everything in one place is incredibly easy. Repetitive tasks can easily be tracked in one place, helping to streamline our processes The shared portal allows for collaborative work reducing my workload significantly Using the data, creating clear reports, triggering actions, **What do you dislike about Planhat?** Setup is quite long but is fully worth the investment. **What problems is Planhat solving and how is that benefiting you?** Making sure we're communicating efficiently with our clients. Up to date with tasks so that nothing slips through the net. ### 36. Beautiful UI, amazing support from our Planhat team **Rating:** 4.0/5.0 stars **Reviewed by:** Jamie M. | Operations Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** November 04, 2022 **What do you like best about Planhat?** Our implementation team was the best! We had a super short timeline due to transitioning off of our previous CRM tool, and our Planhat CSM and TAM were incredibly supportive throughout the entire process, going above and beyond to provide world class service. They were available to answer our many questions and assist along every step of the way, and their expertise was invaluable as we determined not only the technical implementation work but also how best to display our data, providing real world examples of best practices. We have enjoyed being able to customize different customer profile tabs to show helpful information and graphs at a glance, and setting up these pages was very intuitive. **What do you dislike about Planhat?** Our main issue has been trying to get the data from our platform into Planhat manually until our internal team finalizes the API connection to pass data automatically. This has led to difficulties in trying to "clear out" data that has been parsed incorrectly manually prior to upload to Planhat, since there's no way to delete a single upload, which we had the ability to do with our previous CRM. This is obviously a user error issue on our end internally, but it would still be helpful to have a way to "correct" data uploads that need to be corrected and reuploaded without having to delete all of our historical data in the process. **What problems is Planhat solving and how is that benefiting you?** The unlimited user model is super helpful, since I don't have to play user tetris anymore to figure out who *really* needs access versus who doesn't. It also is super simple to set up compared with other CRMs as far as how to display data in an easily digestible way. ### 37. Excellent Platform for CS Teams **Rating:** 4.0/5.0 stars **Reviewed by:** Reese Q. | Operations Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** November 09, 2022 **What do you like best about Planhat?** Our team really enjoys the playbook features in Planhat - we've been able to quickly iterate and implement them to provide leadership with a good picture of our processes and progress. **What do you dislike about Planhat?** The platform is really robust (which we love) but can often result in some features being less intuitive. However, the team is happy to provide quick fixes and support with anything we're looking to do. It's clear they have a deep understanding of the platform. **What problems is Planhat solving and how is that benefiting you?** Planhat is helping us create and implement playbooks to make sure that our processes are standardized. Having this visibility is helping our team give feedback around expectations as we've never had before! ### 38. Great service experience. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** May 15, 2023 **What do you like best about Planhat?** This system is very customizable and fairly user friendly. **What do you dislike about Planhat?** The challenge is understanding all of the customizations that can be created and utilized and how to build internal processes and automations off of them. **What problems is Planhat solving and how is that benefiting you?** We use this system as a Client Relationship Management system and a tracking and source record for other teams. ### 39. Great tool to elevate our CSM efforts to the next level **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** October 20, 2022 **What do you like best about Planhat?** All the relevant data is in one place. This facilitates the team to manage the customers and use insights to bring our customers to the next level. It's helpful to build different filters to quickly get the information you need. In addition, automation processes with playbooks helped to set up cross-team processes and increase transparency. Customer Portals are an excellent way to involve customers more in the onboarding phase, share tasks and keep track to reduce time-to-value. **What do you dislike about Planhat?** It would be great if we could push information from Slack to Planhat and to have folders in the Customer Portals to be able to structure it more. **What problems is Planhat solving and how is that benefiting you?** Planhat helps us to have important information on e,g, customer health&happiness, revenue, contract data, and communication in one place. In addition, we can easily compare clients and e.g. find out where to focus our efforts. Automation is great for establishing transparent processes and ensuring everyone knows what tasks are involved. ### 40. The platform our Customer Success team needed **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** October 10, 2022 **What do you like best about Planhat?** I like the different integration to get all data in one place. We can use the different Planhat functionalities to automate processes, scale communication with clients, or get organized with all our accounts. The customer intelligence tab is great to review calculated metrics specific to our needs or accessing bubble rooms to prioritize work. **What do you dislike about Planhat?** Cleaning our users is time-consuming but it's also due to the fact that the user data in our CRM wasn't very clean before. We've had some great tips from the Planhat tips and I'm confident we will get that solved very soon. **What problems is Planhat solving and how is that benefiting you?** We have a clearer vision of our different client tiers and customer journeys. With Planhat, we can better scale and adapt our strategies depending on our customer's use cases. It's also very easy for managers to get access to key information on selected accounts or be more independent compared to other CRMs. ### 41. Good **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** May 22, 2023 **What do you like best about Planhat?** Great tool for CSMs Easy to use Great collaboration tool **What do you dislike about Planhat?** Creating a report can be quite tricky/long to do **What problems is Planhat solving and how is that benefiting you?** Allow us to differentiate the work of CSM/Consultant who would use Planhat and Account managers/Sales using something else ### 42. Generally a good platform! A little buggy sometimes but mostly good. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** May 11, 2022 **What do you like best about Planhat?** Flexibility around reporting. Good customer service from Sam and the support team. **What do you dislike about Planhat?** Bugs, occasionally it doesn't work at all or there are certain features that won't work. **What problems is Planhat solving and how is that benefiting you?** Working more efficiently with customers in bulk. improving onboarding times, news of new features ### 43. Complicated, but very powerful **Rating:** 4.0/5.0 stars **Reviewed by:** Tobias S. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 23, 2023 **What do you like best about Planhat?** The Many possibilities for automations and metric creations **What do you dislike about Planhat?** The complicatedness, and also it Can be hard to feel their best practice **What problems is Planhat solving and how is that benefiting you?** Planhat is solving a complexity, by making it scalable to work with clients ### 44. Like the structure but sometimes feels hard to trust that the information is correct. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** May 19, 2022 **What do you like best about Planhat?** All the possibilities to work proactivly. Nice UX. **What do you dislike about Planhat?** A big buggy, hard to trust that information is always correct a bit unreliable. But that can of course have to do with our integrations as well. **What problems is Planhat solving and how is that benefiting you?** Good overview of customers ### 45. PlanHat has made my job as a Success Manager so much easier! **Rating:** 4.0/5.0 stars **Reviewed by:** Alex R. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** November 01, 2022 **What do you like best about Planhat?** The most useful part of PH is telling us exactly who we need to contact on a certain day. Not having to spend time to research my customers has saved so much time. **What do you dislike about Planhat?** PH can be confusing to use sometimes. There is so much in the software that it can be overwhelming. It takes a while to really understand how it works and best way to be an admin. **What problems is Planhat solving and how is that benefiting you?** It is helping us solve customer satisfaction questions and make it easy to separate our customers into different groups. Allowing us to manage different customers better. ### 46. Extensive dataplatform for Customer Success teams **Rating:** 4.0/5.0 stars **Reviewed by:** Tom K. | Support Engineer, Mid-Market (51-1000 emp.) **Reviewed Date:** May 25, 2022 **What do you like best about Planhat?** Planhat is a very flexible data-driven platform and is capable to dissect and combine your own data to provide new insights. You have total freedom when it comes to segmentation & dashboarding of your data. Things get really interesting when you discover the bubble room and metrics.. Planhat helps you step by step when it comes to onboarding. Support/chat respond is quick enough **What do you dislike about Planhat?** The speed performance of Planhat is not always optimal. Especially metrics tend to be slow, with less to no feedback to the user how long it will take to complete the build of the metric for example. Documentation (api docs, help center) is not always up to date. **Recommendations to others considering Planhat:** Make sure you have a tech-data-guy in your team to fully benefit from the possibilities of Planhat. **What problems is Planhat solving and how is that benefiting you?** Planhat provides us with insights on usage of our product by our customers. And besides that, it helps our CSM's a lot with managing tasks. With Planhat, we are now able to be proactive, instead of reactive, and make better forecasts when it comes to renewals and churn. ### 47. Great tool with minor difficulties **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** October 19, 2022 **What do you like best about Planhat?** Great tool to get an overview over all your customer data and so many possibilities to minimize manual work with automations and playbooks. And so much more possibilities we haven't explored yet. Planhats Support is outstanding. **What do you dislike about Planhat?** The integrations especially with Jira and Mixpanel took a lot more time to get running than it was promised. We couldn't invest as much time as we wanted in setting up everything, so it took more time to actually be able to use Planhat properly. **What problems is Planhat solving and how is that benefiting you?** Helped us a lot to keep track of all our licenses, which made it easier to prevent churn and check contract overusage. It also improved our presales and onboarding process by using playbooks. ### 48. Planhat gave us the insights we lacked before we used their platform **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Food Production | Mid-Market (51-1000 emp.) **Reviewed Date:** October 24, 2022 **What do you like best about Planhat?** The pretty straight forward dashboards you can build for your CSM team, since they should not be bothered with too complex follow up. They have enough on their plate. **What do you dislike about Planhat?** The usage of filters and logic behind some of the automation is less straightforward than we expected and can be quite time - consuming. Also we thought the integration went further than what it is today **What problems is Planhat solving and how is that benefiting you?** Giving us insights in our client's health in one place, instead of having to consult 3 different resources. Also granting them the right user permissions gives them the autonomy they might want to create their own overviews ### 49. Useful and user friendly **Rating:** 3.5/5.0 stars **Reviewed by:** Renata S. | Human Resources Specialist - Iberia, Small-Business (50 or fewer emp.) **Reviewed Date:** November 03, 2022 **What do you like best about Planhat?** What I like the most is that I can keep track of my clients, metrics, revenue, contact information, and I also like the feature that all my emails are linked to the platform and is visible to anyone with access **What do you dislike about Planhat?** Sometimes I update things, and it doesn't stay. **What problems is Planhat solving and how is that benefiting you?** Keeping track of my clients ### 50. A solid customer success platform **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** November 01, 2022 **What do you like best about Planhat?** Delightful user interface, strong self-serve configurability, good support, insightful webinars, gives you exposure to strong CS practices applied to you as a customer **What do you dislike about Planhat?** Can be a bit buggy at times, with data not showing up properly. No project planning (e.g. Gantt) features for complex implementations **What problems is Planhat solving and how is that benefiting you?** Visibility into my account portfolio (a source of truth), actionable visualizations for the data I need to report and operate on, the data I need at my fingertips (vs asking people for it), a pulse on the health and risks in my portfolio ## 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?filters%5Bnps_score%5D%5B%5D=4&page=3§ion=pricing&secure%5Bexpires_at%5D=2026-08-14+09%3A50%3A15+-0500&secure%5Bsession_id%5D=aa3037e2-0e6a-46ac-8e33-953106165fd5&secure%5Btoken%5D=0e070fb46fe5ccb79e3f1917a73e79811d19f32e5dafa22774b2af130ff23907&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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