--- 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 ![Holly M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Holly M.") HM Holly M. Mid-Market (51-1000 emp.) 4/14/2026 "Valuable Cross-Departmental Tool but Buggy" 3/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: Seller invite ![Isis B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Isis B.") IB Isis B. CUSTOMER SUCCESS OPERATIONS MANAGER Mid-Market (51-1000 emp.) 10/10/2025 "Powerful tool with areas for improvement" 3/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller inviteAI Translated ![Lucas D.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Lucas D.") LD Lucas D. Customer Success Lead Small-Business (50 or fewer emp.) 10/16/2025 "Solid Project Management, Needs Customization Flexibility" 3/5 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. Review collected by and hosted on G2.com. What do you dislike about Planhat? I find it challenging to customize processes specifically to our needs. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More 4/17/2026 Validated ReviewerIncentivizedSource: Seller invite ![Casie P.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Casie P.") CP Casie P. Mid-Market (51-1000 emp.) 4/15/2026 "Overall, a good tool for CS data, UX has had huge improvements" 3/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. What problems is Planhat solving and how is that benefiting you? n/a Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: Seller invite ![Jamie A.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jamie A.") JA Jamie A. Enterprise Customer Success Manager 10/10/2025 "Unified View But Lacks Robust Task Management" 2.5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: Seller invite ![Verified User in Internet](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Internet") UI Verified User in Internet Mid-Market (51-1000 emp.) 3/31/2026 "Messy, Outdated System That Feels Unnecessary Next to a Well-Designed CRM" 2.5/5 What do you like best about Planhat? I'm not a big fan. I found it a bit messy and outdated system. Review collected by and hosted on G2.com. 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 Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Linda T.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Linda T.") LT Linda T. Expert customer success Mid-Market (51-1000 emp.) 8/27/2024 "Planhat review for silverfin" 3/5 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 Review collected by and hosted on G2.com. What do you dislike about Planhat? - maybe not so easy to get datas in - not always so intuitive in the new version Review collected by and hosted on G2.com. 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,..) Review collected by and hosted on G2.com. Show More 10/20/2025 Validated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Amit S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Amit S.") AS Amit S. Client onboarding Small-Business (50 or fewer emp.) 10/18/2025 "Great Slack Integration, But Task Management Needs Work" 3/5 What do you like best about Planhat? I appreciate the workflows and well the integration with Slack functions. Review collected by and hosted on G2.com. What do you dislike about Planhat? The email feature isn't very useful, and the task management could be improved. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite ![Verified User in Telecommunications](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Telecommunications") UT Verified User in Telecommunications Small-Business (50 or fewer emp.) 10/13/2025 "Planhat has the potential to be a good tool" 3/5 What do you like best about Planhat? The team has been friendly and of good support Review collected by and hosted on G2.com. What do you dislike about Planhat? The UI/UX needs improvement especially when the clients are coming from tools like Salesforce and Hubspot Review collected by and hosted on G2.com. 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 Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite ![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.) 10/24/2025 "Effortless Client Connections, But Needs Bug Fixes and Better Filtering" 3/5 What do you like best about Planhat? You can connect with all your clients with ease Review collected by and hosted on G2.com. What do you dislike about Planhat? Bugs regarding sendouts, messy filtering (manual building options available) Review collected by and hosted on G2.com. 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 Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller 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(1,609) [ 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(527) ](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(1,609) ](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);)