--- 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 & Product Details Visit Website 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. * * * Product Website Planhat Seller [Planhat](https://www.g2.com/sellers/planhat) Discussions [Planhat Community](https://www.g2.com/products/planhat/discuss) Languages Supported English Solution Type All-in-One Overview by Christine Nielsen Show More ## Value at a Glance Averages based on real user reviews. ### Time to Implement 3 months [ View More Pricing Information ](https://www.g2.com/products/planhat/pricing) ## Planhat Integrations (43) What do users say about integrations? 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Service ](https://www.g2.com/products/zendesk-for-customer-service/reviews) Show More ![Verified User in Marketing and Advertising](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Marketing and Advertising") UM Verified User in Marketing and Advertising Mid-Market (51-1000 emp.) 4/27/2026 "Glitchy UI/UX and Unreliable Automations Make Planhat Hard to Trust" 1.5/5 What do you like best about Planhat? There is not anything Planhat does, that I don't prefer on a different platform. Review collected by and hosted on G2.com. What do you dislike about Planhat? Planhat takes the features that you will see across many different task management and client management softwares, and makes them less user friendly. I am not a fan of the UI and UX, and the rest of my team feels the same way. It is very glitchy, and often the automations will fail, leading to tasks getting missed or completely messed up. New features are sometimes added, and they tend to make the app somehow worse than it was before. We recently were updated from the previous version to the new version of Planhat, and it is significantly less user friendly, and the UX is miserable. No color variation for ease of navigation, things don't save when you want them to, dates don't stick, automations don't trigger. Overall, it feels like we are using an incomplete application and have to babysit our tasks to ensure automations go through, which they often do not go through. Review collected by and hosted on G2.com. What problems is Planhat solving and how is that benefiting you? It's supposed to help with task management, but since switching from Asana, task management has become increasingly difficult and time consuming with Planhat. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Verified User in Information Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Information Services") UI Verified User in Information Services Mid-Market (51-1000 emp.) 9/15/2025 "An app that someday can be something, now it is too unmature" 1.5/5 What do you like best about Planhat? Workflows are perhaps the most used feature. Ability to create views to a data object helps to understand the data. Review collected by and hosted on G2.com. What do you dislike about Planhat? The data model is the most bizarre one I have faced, ever. You cannot link data from other data objects to another without some weird data structure manipulation. Data objects are separate animals in the silos. The user interface is not logical, or is applying a lot of logic that is not common from other applications. That makes tool to difficult to use. The documentation is basically useless, not only from content point of view, but also because it is referring to old UI (Planhat has released a new UI at some point). The documentation style and tone of voice is weird for application reference documentation. It is hard distill out the facts you would need to have to be able to do something. There are features that documentation does not talk about, which would be useful for the users to learn to use. Review collected by and hosted on G2.com. What problems is Planhat solving and how is that benefiting you? The workflow management and customer account status. Workflow management works pretty well. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Stefan K.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Stefan K.") SK Stefan K. Senior Director Customer Success Mid-Market (51-1000 emp.) 6/11/2025 "A lot of room for improvement" 1.5/5 What do you like best about Planhat? Seems to work for ICs and workflows in general, but not at all for me as a revenue leader Review collected by and hosted on G2.com. What do you dislike about Planhat? Data objects and connections are not logical User experience is clunky Filtering on dashboards is misleading Disconnection of account, note and report Inability to drill into simple reports on dashboards Reactivity of supports Creators/Writers of conversations & notes are not tracked automatically Review collected by and hosted on G2.com. What problems is Planhat solving and how is that benefiting you? Should help making data more accessible and workflows easier for CSMs, but CS support and general usability make that highly doubtful. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Verified User in Primary/Secondary Education](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Primary/Secondary Education") UP Verified User in Primary/Secondary Education Small-Business (50 or fewer emp.) 5/25/2022 "1 year later, difficult to get data, no local support" 1.5/5 What do you like best about Planhat? Presented well initially. When APAC team was available for discussion, they were helpful. Did allow for the removal of some existing systems. Can be used to notify users when a client has opened an email. Review collected by and hosted on G2.com. What do you dislike about Planhat? Not intuitive key settings are often several menus deep. Initially had a local CS and Support team, they have since left and Planhat has indicated they will not be replaced, meaning that it can be very difficult to get support if there is any issues. Integrations that were considered to be key in the rollout of Planhat at our company have been delayed consistently, further delaying adoption. Product documentation for self-help can be hit and miss. Very difficult to get reporting from the platform; much of it needs to be developed by the user. Frequently being passed onto a new contact at Planhat, no consistency around interactions. Clunky user interface. The "Customer portal" functionality which is pitched as a tool for improving the Onboarding of our end users, does not imporve engagement. Generating order forms in App very clunky and requires a very "hacky" approach to get working. No in software ability for mass mailouts (does integrate with other platforms) Xero integration is still not working several months after initial discussion. Review collected by and hosted on G2.com. What problems is Planhat solving and how is that benefiting you? Minimizing double handling. Improving and standardising customer onboarding. Streamline upsell process. Streamlining invoicing (pending intergration with Xero) Review collected by and hosted on G2.com. Show More 6/28/2023 Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Commercial Real Estate](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Commercial Real Estate") AC Verified User in Commercial Real Estate Small-Business (50 or fewer emp.) 11/1/2022 "Planhat Client Success" 1.5/5 What do you like best about Planhat? After using PH a little more I've determined that it doesn't have nearly the functionality we need as a growing CS team. It is clunky, often glitchy and not user friendly or intuitive. Review collected by and hosted on G2.com. What do you dislike about Planhat? I wish there were a way to create multiple health score groups with individual measures that could be individually weighted and then rolled up to an Overall Health Score. This would give a more comprehensive health score where subjective/objective scores could be weighted appropriately to what is most important to us. After using PH for a few months, I've determined it doesn't have nearly the functionality we need as a growing CS team. It is clunky, often glitchy and not user-friendly or intuitive. Our CSM tells us new product enhancements are coming soon, and things like Gantt charts are on the roadmap. However, we have never received any notifications of upcoming releases or what will be included in product updates/releases. There is nothing on their website about product updates, and you literally have to dig in their Resource Library to find the Product Updates \>\> Releases Logs, which shows there have been no releases since June 2022. Review collected by and hosted on G2.com. What problems is Planhat solving and how is that benefiting you? We are pretty new to Planhat and have just started using it. The playbooks will be very useful once we are mature enough to build them out to their fullest potential. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Information Technology and Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Information Technology and Services") AI Verified User in Information Technology and Services Small-Business (50 or fewer emp.) 11/10/2020 "Been using almost a year review" 1.5/5 What do you like best about Planhat? Planhat has a relatively straightforward user interface; you will be able to jump straight into the account page with little training and will have no problem navigating as a general user. It is also highly customisable & integratable provided you are able to script out what information you need to feed into Planhat. Review collected by and hosted on G2.com. What do you dislike about Planhat? 1. Lack of timestamp although last update was that this is in the pipeline. 2. As we’re feeding data into Stitch due to we are analysing data in PowerBi from Stitch, one of the disadvantage is that we’re unable to select specific data for the sync. Currently all information gets pushed through even though they are unnecessary which results we are unable to track agent's performance. 3. Tracking of plans. As our business module is a subscription base. We would also like to see if the merchant has upgraded / downgraded their plans over time. 4. Tracking churn. Currently unable to track if churn was mid subscription or towards their renewal. 5. Dashboard / Reporting - There’s not much filtering that can be done. For example if a report is to be created for a specific team, there will be multiple filters (eg. Team agent and a specific funnel). When both filters are added, the report gets distorted. 6. Hoping there will be more direct integration with Planhat (for example, we are using ChargeBee to track payments from customer therefore it will be very useful if there is direct integration with Planhat) Review collected by and hosted on G2.com. What problems is Planhat solving and how is that benefiting you? We would like to use Planhat as our end to end CRM, from customer onboarding, identifying low health scoring merchants that require some tender love & care, housing all important information, and down to their renewals. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Verified User in Information Technology and Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Information Technology and Services") AI Verified User in Information Technology and Services Mid-Market (51-1000 emp.) 4/1/2019 "Potentially it can be a great CS tool but they have a long way to go " 1.5/5 What do you like best about Planhat? Planhat is great if you want to work with diifferent data regarding your customer, NPS, health score. With the insights and lifecycle information you are able to view at a glance the health and information about your customers. We also have an integration to track all interactions with the customer, so no info is lost. The salespipe is also an interesting feature which allows you to track potential cross and upsell with your customer base. They also have a great team which answer your questions and help you through the tool. Overall Planhat is a CS tool with a lot of potential but they still need to hone on a lot of the functionalities they have. Review collected by and hosted on G2.com. What do you dislike about Planhat? Planhat can be slow (happens often unfortunately), which means that you have to sit and stare at your screen waiting for it to load. They have a playbook functionality which means you can create templates, but the templates, this is a good feature but you are unable to order them alphabetically or "hide" the playbooks which are made by colleagues so you do not see other languages for example, which means that you have to scroll through the whole list in order to find the playbook you need. We have a VoIP integration and although it works fairly well, there is no dialpad option, which means that if you make a call and happen to have to dial in an extension number you are unable to. Review collected by and hosted on G2.com. What problems is Planhat solving and how is that benefiting you? GIves a 360 view of your customer. You can work with different data regarding your customer. The CS team needed a tool which gave more insight into the customer journey. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite ## Questions about Planhat? Ask real users or explore answers from the community Get practical answers, real workflows, and honest pros and cons from the G2 community or share your insights. [ Ask about Planhat ](https://www.g2.com/products/planhat/discussions/new) GU Guest User What is Planhat used for? 0 Upvotes 0 [ Join the conversation ](https://www.g2.com/discussions/what-is-planhat-used-for) MD Martha Damopoulou • Last activity over 4 years ago It shouldbe good if we can export the changes etc on Playbooks or have a clear idea on NPS score expectations. 1 Upvote 1 [ Join the conversation ](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) [ View all Discussions ](https://www.g2.com/products/planhat/discuss) ## Pricing Insights Averages based on real user reviews. ### Time to Implement 3 months ### Return on Investment 11 months ### Average Discount 9% ### Perceived Cost $$$$$ [ View More Pricing Information ](https://www.g2.com/products/planhat/pricing) ## How much does Planhat cost? Data powered by [BetterCloud](https://www.bettercloud.com). Estimated Price ### $$k - $$k Per Year Based on data from 4 purchases. Get Price Estimate Planhat Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_744ed52507e8a595ec88a4db46cf5abd/churnzero.jpg "Product Avatar Image") ChurnZero 4.7/5(1,608) [ Compare Now ](https://www.g2.com/compare/churnzero-vs-planhat) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_e09b9bcffc3a8fed744526228ffa81c3/gainsight-customer-success.png "Product Avatar Image") Gainsight Customer Success 4.5/5(1,754) [ Compare Now ](https://www.g2.com/compare/gainsight-customer-success-vs-planhat) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_9c908804b5766dffa9767b7692efab76/totango.png "Product Avatar Image") Totango 4.3/5(1,150) [ Compare Now ](https://www.g2.com/compare/planhat-vs-totango) ##### ##### Planhat Features Platform Reporting & Dashboards Third-Party Integrations Workflow Capability Customer Information Customer Health Scores Customer Monitoring Customer Profiles Predictions Churn Risk [ View More Features ](https://www.g2.com/products/planhat/features) ## Top-Rated Alternatives [ ![Custify](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Custify") Custify 4.7/5(526) ](https://www.g2.com/products/custify/reviews) [ ![Totango](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Totango") Totango 4.3/5(1,150) ](https://www.g2.com/products/totango/reviews) [ ![ChurnZero](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "ChurnZero") ChurnZero 4.7/5(1,608) ](https://www.g2.com/products/churnzero/reviews) [ View All Alternatives ](https://www.g2.com/products/planhat/competitors/alternatives) ##### Categories on G2 [AI Agents For Business Operations](https://www.g2.com/categories/ai-agents-for-business-operations)[CRM](https://www.g2.com/categories/crm)[Customer Journey Mapping](https://www.g2.com/categories/customer-journey-mapping) [AI Agents For Business Operations](https://www.g2.com/categories/ai-agents-for-business-operations)[CRM](https://www.g2.com/categories/crm)[Customer Journey Mapping](https://www.g2.com/categories/customer-journey-mapping)[Customer Data Platform (CDP)](https://www.g2.com/categories/customer-data-platform-cdp)[Professional Services Automation](https://www.g2.com/categories/professional-services-automation)[Product Analytics](https://www.g2.com/categories/product-analytics)[Customer Revenue Optimization](https://www.g2.com/categories/customer-revenue-optimization)[Client Portal](https://www.g2.com/categories/client-portal)[Customer Success](https://www.g2.com/categories/customer-success)[Subscription Revenue Management](https://www.g2.com/categories/subscription-revenue-management)[Data Quality](https://www.g2.com/categories/data-quality)[Client Onboarding](https://www.g2.com/categories/client-onboarding) [Show MoreShow Less](javascript:void(0);) ##### Explore More [Best software for visualizing large datasets](https://www.g2.com/discussions/best-software-for-visualizing-large-datasets)[What cloud security monitoring tools are the quickest to spot misconfiguration and compliance issues without your team spending hours manually triaging alerts?](https://www.g2.com/discussions/what-cloud-security-monitoring-tools-are-the-quickest-to-spot-misconfiguration-and-compliance-issues-without-your-team-spending-hours-manually-triaging-alerts)[What decision making software works best for a 51-200 person company that needs to reduce manual overhead without buying something built for a 5,000-person enterprise?](https://www.g2.com/discussions/what-decision-making-software-works-best-for-a-51-200-person-company-that-needs-to-reduce-manual-overhead-without-buying-something-built-for-a-5-000-person-enterprise) [Best experience management software for small businesses](https://www.g2.com/discussions/best-experience-management-software-for-small-businesses)[What problems does intelligent content management help companies solve?](https://www.g2.com/discussions/do-intelligent-content-management-platforms-like-box-include-built-in-e-signature)[Pros and Cons Details](https://www.g2.com/products/planhat/reviews?qs=pros-and-cons) [Show MoreShow Less](javascript:void(0);)