--- 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. Valuable Cross-Departmental Tool but Buggy **Rating:** 3.0/5.0 stars **Reviewed by:** Holly M. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 14, 2026 **What do you like best about Planhat?** I use Planhat for project and customer management, and I like that it connects customer data to our other systems and teams. It's helpful to have visibility into emails a customer gets from others at my company. I also appreciate that it integrates with Salesforce, Gong, and our app, Feathr. Its ability to allow for cross-departmental visibility is valuable, as I can see what discussions other departments are having with the customers I am working with, which leads to a more cohesive customer experience. Plus, the automatic workflows make our jobs less manual. **What do you dislike about Planhat?** I've put in a lot of support tickets for issues with Planhat. The data loads slow once a task is triggered, and I've had tasks not trigger at all, leading to missed tasks. The new UI rolled out with lots of bugs and seemed like it wasn't tested long enough. The new start and due date feature created issues for my team, making the calendar feature ineffective. **What problems is Planhat solving and how is that benefiting you?** I use Planhat for project and customer management, connecting customer data across systems and departments. I like the cross-departmental visibility and automatic workflows, which reduce manual effort and improve customer experience by seeing discussions with customers from other departments. ### 2. Powerful tool with areas for improvement **Rating:** 3.0/5.0 stars **Reviewed by:** Isis B. | CUSTOMER SUCCESS OPERATIONS MANAGER, Mid-Market (51-1000 emp.) **Reviewed Date:** October 10, 2025 **What do you like best about Planhat?** I would highlight the attention and commitment of the support team, and the patience and support of our current project leaders, Irma and Marco. I also value the flexibility in creating and customizing fields, as well as the ease of integrating data from Salesforce, which has allowed us to better centralize information. **What do you dislike about Planhat?** The lack of relationship between some data silos limits the global and related exploitation of information. Additionally, the text editor for sending communications is quite basic (sometimes what you see in terms of format is not the same as what is sent) and the integration with Zendesk is very limited and not very flexible. Management within the tool is complex, as is the creation of automations, and the sending of NPS is rigid, especially when cross-functional configurations are required. I trust that the new version will simplify processes and facilitate the creation of automations, calculations, and graphs. **What problems is Planhat solving and how is that benefiting you?** Planhat is helping us centralize and manage our customer information, something especially valuable in a company with multiple business lines and without a previous Customer Success department. Thanks to the tool, we can have visibility over consumption, interactions, and project status, which allows us to make more informed decisions and follow up with our customers more efficiently. Additionally, the integration with Salesforce facilitates the data flow and saves us time in consolidating information. ### 3. Solid Project Management, Needs Customization Flexibility **Rating:** 3.0/5.0 stars **Reviewed by:** Lucas D. | Customer Success Lead, Small-Business (50 or fewer emp.) **Reviewed Date:** October 16, 2025 **What do you like best about Planhat?** I like Planhat's project management capability because it structures out projects in nice overviews, making it easy to work with. **What do you dislike about Planhat?** I find it challenging to customize processes specifically to our needs. **What problems is Planhat solving and how is that benefiting you?** Planhat provides a better revenue overview, aids in project management for planning, and offers customer insights like health. The project management capability structures projects into nice overviews, making it easy to work with. ### 4. Overall, a good tool for CS data, UX has had huge improvements **Rating:** 3.0/5.0 stars **Reviewed by:** Casie P. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 15, 2026 **What do you like best about Planhat?** I like the new upgraded UX system in Planhat. It's a lot easier to build out custom pages to help customer success managers and to look at reports and stuff. **What do you dislike about Planhat?** The HubSpot integration. And also being able to track more complicated opportunities and upsells. Just the integration with HubSpot. It seems to hit a lot of errors, so it'd be good to fix that. **What problems is Planhat solving and how is that benefiting you?** n/a ### 5. Unified View But Lacks Robust Task Management **Rating:** 2.5/5.0 stars **Reviewed by:** Jamie A. | Enterprise Customer Success Manager **Reviewed Date:** October 10, 2025 **What do you like best about Planhat?** I enjoy that Planhat provides a unified 360-degree view, allowing us to store extensive customer information in one convenient place instead of juggling multiple locations. This feature significantly simplifies our data management process. The ease of setting up the software is another positive aspect for me. **What do you dislike about Planhat?** I find it frustrating that Planhat lacks certain functionalities I expected. Despite being easy to set up, there are aspects where the functionality doesn't quite meet my needs. Specifically, I'm unable to complete actions and manage follow-up tasks effectively within the platform. This forces me to leave Planhat to handle tasks which ideally should be managed there, causing inconvenience and inefficiency in my workflow. Additionally, while Planhat consolidates customer information well, we haven't fully realized its value yet, as some features like integration of live usage data are not fully utilized. Overall, these limitations are hindering my ability to derive the expected benefit from the product. **What problems is Planhat solving and how is that benefiting you?** Planhat centralizes customer information, saving me from searching across Excel and Google Drives. It simplifies access to account plans, enhancing daily activities despite incomplete functionalities. ### 6. Messy, Outdated System That Feels Unnecessary Next to a Well-Designed CRM **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Internet | Mid-Market (51-1000 emp.) **Reviewed Date:** March 31, 2026 **What do you like best about Planhat?** I'm not a big fan. I found it a bit messy and outdated system. **What do you dislike about Planhat?** Dedicated Customer success platform are a nice to have but you can definitely build something similar into a well designed CRM **What problems is Planhat solving and how is that benefiting you?** It helps measure success scores and is supposed to anticipate churn by using signals, but most of the time we end up just filling in information for upper management, and it doesn’t really benefit clients. ### 7. Planhat review for silverfin **Rating:** 3.0/5.0 stars **Reviewed by:** Linda T. | Expert customer success, Mid-Market (51-1000 emp.) **Reviewed Date:** August 27, 2024 **What do you like best about Planhat?** - the support is very quick when you ask questions (Big kudos to them) -Love the tasks / company management view **What do you dislike about Planhat?** - maybe not so easy to get datas in - not always so intuitive in the new version **What problems is Planhat solving and how is that benefiting you?** - tasks management - automating certain things that took me energy and time to do - having direct an overview of my portfolio - Can make quick filter views when i need to take specific actions (new product updates, low adoptions,..) ### 8. Great Slack Integration, But Task Management Needs Work **Rating:** 3.0/5.0 stars **Reviewed by:** Amit S. | Client onboarding, Small-Business (50 or fewer emp.) **Reviewed Date:** October 18, 2025 **What do you like best about Planhat?** I appreciate the workflows and well the integration with Slack functions. **What do you dislike about Planhat?** The email feature isn't very useful, and the task management could be improved. **What problems is Planhat solving and how is that benefiting you?** Addressing the management of onboarding while simultaneously handling the pipeline has been a challenge. ### 9. 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 ### 10. 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 ### 11. 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. ### 12. Not easy to set up and understand **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** August 11, 2025 **What do you like best about Planhat?** I like you have everything in one place about a client **What do you dislike about Planhat?** Set up is complex and takes a lot of time. UI is not always very intuitive so often need to reach out to support **What problems is Planhat solving and how is that benefiting you?** saves time collecting all data is spreadsheets and easy to share and update client info ### 13. Great customer success/support teams but lacking approachable usability **Rating:** 3.0/5.0 stars **Reviewed by:** Tyler H. | Manager of Customer Success, Mid-Market (51-1000 emp.) **Reviewed Date:** November 21, 2023 **What do you like best about Planhat?** Planhat has a great support and customer success team that can help guide you through any of your objectives throughout the system. Their integrations make it easy for you to consiladated databases and auto-record a lot of functions. When I've struggled to get something setup with Planhat their team is quick to respond and assist me in achieving my objectives. **What do you dislike about Planhat?** Planhat lacks overall in usability. It feels like there is an extra layer of "Planhat Knowledge" you have to spend hours and weeks learning to really hit the ground running. For me personally, it takes a lot of trial and error to build new workflows or requires me to reach out to support/customer success for assistance. While they are super helpful, I wish the platform was easier to pickup on its own and took a less techinial approach to creating workflows and filters. I also feel there a lot of features which while are built out in their core, and missing a lot of features to make them truly great. As a result, I've had to rely on other tools to pickup where Planhat is missing features which takes me out of the system and disrupts my ability to fully commit to Planhat as our "all-in-one" solution. **What problems is Planhat solving and how is that benefiting you?** Planhat helps us automate critial workflows with our customers to ensure we keep our customers happy. It helps us organize our data and track key KPIs Helps us identify struggling partners and provide them quick assistance. ### 14. Slightly overwhelming to work with **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** May 18, 2023 **What do you like best about Planhat?** A good place to have all our customers information in one place, integrating with our emailing system so we don't have to open it to get information, lots of important data stored and relatively easy to access **What do you dislike about Planhat?** I am not working with it much but I have found it difficult to wrap my head around where things are and how to use it efficiently for tasks, reminders, and some of the metrics we have don't make sense to me. But again I don't use it a lot so it could definitely be a training part I'm missing **What problems is Planhat solving and how is that benefiting you?** Help us keep customer data in one place and map out their journey ### 15. Not intuitive-good tool-Requires a LARGE investment of time to use-unresponsive at times **Rating:** 3.0/5.0 stars **Reviewed by:** Justin O. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** November 02, 2022 **What do you like best about Planhat?** It's nice that the software syncs (that is until it doesn't). There are a number of syncing tools for email and calendars available. Help articles and videos are better than average. **What do you dislike about Planhat?** Requires a HUGE amount of time to learn how to use some of even the most basic features. Not intuitive. Software/Database almost every day in the afternoon becomes unresponsive. Different answers from TAM vs CSM on abilities and implementations. **What problems is Planhat solving and how is that benefiting you?** There are still things that Planhat could do better. Things like last touch vs incoming touch point. That said, it's a great communication tool and marketing aide. ### 16. Its okay **Rating:** 3.0/5.0 stars **Reviewed by:** Dan B. | CSM, Small-Business (50 or fewer emp.) **Reviewed Date:** November 07, 2022 **What do you like best about Planhat?** relatively easy to use but still lacking some basic necessities. **What do you dislike about Planhat?** not able to show everything in one spot, but that's a universal problem. **What problems is Planhat solving and how is that benefiting you?** Helping with our customer management and allowing us to stay on top of the renewal process and any account history and forecasting. ### 17. Good for intended purpose **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Online Media | Small-Business (50 or fewer emp.) **Reviewed Date:** October 14, 2022 **What do you like best about Planhat?** I like how simple it is to use - the user interface is clear and easy to use. **What do you dislike about Planhat?** I don't like the graphical style. Just a personal preference. **What problems is Planhat solving and how is that benefiting you?** Makes it easier to communicate and track the team's progress. ### 18. Planhat is almost there... **Rating:** 3.0/5.0 stars **Reviewed by:** Frank C. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** January 25, 2022 **What do you like best about Planhat?** Planhat was easy to use and did not require much user training to feel proficient. **What do you dislike about Planhat?** As our business and customer requirements grew, Planhat could not provide the scalability we needed. **Recommendations to others considering Planhat:** Planhat did not meet our growing customer journey requirements, and we needed another service that could scale based on our changing needs—not having the ability to conduct NPS surveys from Planaht was a deal-breaker for us. **What problems is Planhat solving and how is that benefiting you?** We used Planhat as a customer lifecycle management tool for our Customer Success team. **Official Response from Sofia Roskvist:** > Thank you for the feedback Frank. We’ve built Planhat in part through recommendations and referrals from the global CS community so we really take your feedback seriously. I'm pleased to let you know that our product has developed a lot since you were a customer in 2020. E.g. we can send NPS surveys both in-app and by email (launched two years ago) and is a key feature for many of our current customers. We hope we get to show you and your team our new features and how far we have come one day. Thank you again and all the best! ### 19. Useful, some quirks **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** April 14, 2021 **What do you like best about Planhat?** Planhat has been helpful for managing my book of business and keeping track of next steps, applying and managing playbooks for customers, and scoring customer health. **What do you dislike about Planhat?** There are some definite quirks to the software, though it could be our configuration. Exiting out of an email you've drafted results in it disappearing (lives in the conversation tab). Rich text formatting is also interesting, as the preview of emails with bullet points don't show the bullet points, but they usually do show in the email to the customer once it's sent. Sometimes emails have mixed fonts even when the fonts looked consistent in the preview. Sorting and filtering data isn't as intuitive as I'd like. Reporting out (like on contacts across accounts to see if all accounts have had specific contact types added) isn't something we're doing yet, so I’m not sure about the capabilities there, but right now it's somewhat limited my visibility. **Recommendations to others considering Planhat:** Smaller CS organizations without rigid requirements and good flexibility will probably succeed with Planhat. It is not as mature as the leader in CS tools, but you can tell they are growing and building out the product. **What problems is Planhat solving and how is that benefiting you?** Oversight and management of BoBs across multiple CSMs, formalizing and operationalizing playbooks and strategies across customers. ### 20. Works well for simple flows and operations **Rating:** 3.0/5.0 stars **Reviewed by:** Albena Y. | Manager, Customer Onboarding, Mid-Market (51-1000 emp.) **Reviewed Date:** April 14, 2021 **What do you like best about Planhat?** The system offers excellent functionality for internal tracking of customer communication (both internal and external). The flexibility of adding custom fields, notes, tasks and different triggers is another great asset to mention. They've also improved the dashboard reports recently, and it's a bit easier to use it (if you disregard the fact how many filters you need to create in their Data module before this). Their support and CS teams usually try to reply within a day, and find a resolution to your issue/request. **What do you dislike about Planhat?** Unfortunately, I'd have to say that the system hasn't proved to be a good fit for our needs, because we have more complex use cases and flows we'd like to achieve with it that are not supported at the moment. Along with this, I don't think their integrations are mature enough since they break often, and this for sure impacted my trust in the way their integrations are designed. The ones we're using are: - Hubspot (multiple issues there for over 4 months now, and this is the one integration we need to rely on for syncing the customers' data) - Zendesk (seems to work OK for now, however we only use it in order to understand if there are any customers with increasing number of tickets) - Gmail (works OK, with a few additional filters we'd like to have that are not available currently , but are not a dealbreaker) - Jira (didn't work as expected and announced in their help articles at the beginning) The customer-facing portal offers minimal functionalities and doesn't look professional enough for our goal to handle customer onboarding tasks in there - main dealbreakers for us were: 1. No proper branding (apart from your logo, you cannot send emails/notifications from your domain) 2. No structured email notifications (everything looks as if it was taken from an activity log, a long list of items that is difficult to read and people would for sure ignore) 3. Limited automation options for different user flows we'd like to implement As I mentioned in the title of my review - I can recommend the system to those that need a system that can manage their customer base without expecting to implement complex scenarios for internal or external tasks. **What problems is Planhat solving and how is that benefiting you?** 1. CRM functionalities 2. Reports for churn and NPS 3. Customer communication tracking **Official Response from Sofia Roskvist:** > Thank you for the feedback. We’ve built Planhat through recommendations and referrals in the CS community so really take your feedback seriously. As an immediate response, I'm pleased to let you know we’ve added a range of new branding capabilities to portals through our new Pages feature and have a further big update on the way! We are always working on improving all aspects of Planhat - for any system integrations can be tricky as they depend on the cleanliness of source data - but we have passed your feedback onto the team and really appreciate you sharing it. Thank you! ## 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=3§ion=pricing&secure%5Bexpires_at%5D=2026-08-13+11%3A02%3A35+-0500&secure%5Bsession_id%5D=97394756-ade0-48cc-b4ad-71337d5169bf&secure%5Btoken%5D=2aa5b2fc21f50344ddbde4904145c000cdc08134236c42df65b0bd30277d6eb2&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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