--- 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? Verified by Planhat [ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Agentforce Sales (formerly Salesforce Sales Cloud) ](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Aha! ](https://www.g2.com/products/aha/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Boostworks ](https://www.g2.com/products/boostworks/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Claude ](https://www.g2.com/products/claude-2025-12-11/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Digibee ](https://www.g2.com/products/digibee/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Dotdigital ](https://www.g2.com/products/dotdigital/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Fathom ](https://www.g2.com/products/fathom-video/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Fin ](https://www.g2.com/products/fin/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Fin2 by Intercom ](https://www.g2.com/products/fin2-by-intercom/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Fireflies.ai ](https://www.g2.com/products/fireflies-ai/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Freshdesk ](https://www.g2.com/products/freshdesk/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") GitHub ](https://www.g2.com/products/github/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Glean ](https://www.g2.com/products/glean-technologies-glean/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Gong ](https://www.g2.com/products/gong/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Google Cloud BigQuery ](https://www.g2.com/products/google-cloud-bigquery/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Google Workspace ](https://www.g2.com/products/google-workspace/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") HubSpot Marketing Hub ](https://www.g2.com/products/hubspot-marketing-hub/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") HubSpot Sales Hub ](https://www.g2.com/products/hubspot-sales-hub/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") HubSpot Service Hub ](https://www.g2.com/products/hubspot-service-hub/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Insightly CRM ](https://www.g2.com/products/insightly-crm/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Jira ](https://www.g2.com/products/jira/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Microsoft 365 ](https://www.g2.com/products/microsoft365/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Microsoft Outlook ](https://www.g2.com/products/microsoft-outlook/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Microsoft SQL Server ](https://www.g2.com/products/microsoft-sql-server/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Mixpanel ](https://www.g2.com/products/mixpanel/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Pendo ](https://www.g2.com/products/pendo-io-pendo/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") PlanMill ERP Cloud ](https://www.g2.com/products/planmill-erp-cloud/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Proactivanet ](https://www.g2.com/products/proactivanet/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Productsup ](https://www.g2.com/products/productsup/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Qualtrics Customer Experience ](https://www.g2.com/products/qualtrics-customer-experience/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Salesforce Agentforce ](https://www.g2.com/products/salesforce-agentforce/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Salesforce Headless 360 Platform (formerly Salesforce Platform) ](https://www.g2.com/products/agentforce-360-platform-formerly-salesforce-platform/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Salesloft ](https://www.g2.com/products/salesloft/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") SAP Cloud ERP (SAP S/4HANA Cloud) ](https://www.g2.com/products/sap-cloud-erp-sap-s-4hana-cloud/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Showell ](https://www.g2.com/products/showell/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Slack ](https://www.g2.com/products/slack/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Snowflake ](https://www.g2.com/products/snowflake/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Tableau ](https://www.g2.com/products/tableau/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Typeform ](https://www.g2.com/products/typeform/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Workfront ](https://www.g2.com/products/workfront/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Younium ](https://www.g2.com/products/younium/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Zapier ](https://www.g2.com/products/zapier/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Zendesk for Customer Service ](https://www.g2.com/products/zendesk-for-customer-service/reviews) Show More ![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 ![Verified User in Hospital & Health Care](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Hospital & Health Care") UH Verified User in Hospital & Health Care Small-Business (50 or fewer emp.) 8/15/2025 "Planhat keeps me organized and on track, with tasks and customer insights." 3.5/5 What do you like best about Planhat? Task tracking, contact organization, health scores Review collected by and hosted on G2.com. What do you dislike about Planhat? small glitches - ie. non responsive clicks, start and end dates on tasks, editing scheduled emails sometimes deletes your saved draft Review collected by and hosted on G2.com. What problems is Planhat solving and how is that benefiting you? Data tracking, insights - makes my job easier, can reference information/contacts, get insights into how customers are doing Review collected by and hosted on G2.com. Show More 7/24/2026 Current UserValidated ReviewerIncentivizedSource: Seller invite ![Eden P.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Eden P.") EP Eden P. Strategic Customer Success Manager Mid-Market (51-1000 emp.) 10/6/2025 "Planhat won me back. Thanks to outstanding CX Team like Erich Gardner" 4.5/5 What do you like best about Planhat? What sets Planhat apart for me is its flexibility, robust data modeling, and the exceptional support provided by Erich Gardner and Saqib Motlani. Their quick responses, deep technical knowledge, and openness have made a real impact. Thanks to their efforts, Planhat has become an essential tool that I rely on every day. Their skill in customizing automations, managing unique scenarios, and guiding us through intricate processes truly distinguishes the platform from other customer success solutions. Planhat offers a unified view of our customers, sophisticated health scoring, workflow automation, and seamless real-time integrations. It has become a central component of our customer success strategy, and I can’t imagine running our operations without it. Review collected by and hosted on G2.com. What do you dislike about Planhat? The extensive customization options can make onboarding feel overwhelming at first. There is definitely a learning curve, and our team is unable to access many views until administrators have set them up. Having a larger library of shared, best-practice templates would be a valuable improvement. While the tool’s power is impressive, its complexity can sometimes be a hurdle, as creating views, automations, and governance structures requires significant time and planning. Having previously worked at Planhat, I had a mixed relationship with the platform. However, after using it at Jolt and now at SalesRabbit, my confidence in it has been fully renewed. The platform’s potential seems limitless, and the outstanding customer experience provided by Erich and Saqib truly distinguishes it. Review collected by and hosted on G2.com. What problems is Planhat solving and how is that benefiting you? Planhat brings together all our customer intelligence, such as usage data, health metrics, revenue insights, and engagement, into one unified platform, which has allowed us to take a more proactive approach to customer success. With Planhat, we've been able to streamline our renewal processes, monitor product adoption, and automate task management. This has led to greater visibility, improved decision-making, and stronger relationships with our customers. Our customer success team can now work more proactively, anticipate churn risks, and consistently deliver value at scale. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite ![John P.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "John P.") JP John P. Senior Director of Customer Success Mid-Market (51-1000 emp.) 10/6/2025 "Huge Impact on Post-Sale Operations and Efficiency" 4.5/5 What do you like best about Planhat? Planhat has played a significant role in establishing the foundation of our post-sales processes. The platform equips us with tools to operationalize the customer journey and track the effectiveness of our efforts, making it easier to quickly spot areas that need improvement or further investment. Our team benefits from streamlined access to customer information, presented in a clear and accessible way, which helps us intervene more efficiently and focus our attention where it has the greatest impact. Forecast accuracy has also improved, which is especially important for our leadership team. Furthermore, the flexibility of the new UI empowers us to design workflows and views tailored to our specific business needs, rather than being limited by a rigid structure. Review collected by and hosted on G2.com. What do you dislike about Planhat? Like most CSPs, the platform requires a significant amount of manual work to set up, maintain, and ensure adoption across the team in order to realize its full value. This creates a heavier lift than we would ideally like. Additionally, support response times are extremely slow. As a smaller organization that moves quickly, it can be frustrating when conversations with support stretch across several days for issues that should ideally be resolved within hours. Review collected by and hosted on G2.com. What problems is Planhat solving and how is that benefiting you? The CSP is helping us solve several challenges around building and scaling our post-sales motion. It gives us the ability to operationalize the customer journey and measure the success of those operations, which helps us identify what’s working and where to adjust. By centralizing customer information in an easy-to-access way, it enables our team to intervene at the right moments and prioritize time effectively. It also improves forecast accuracy, which is a critical metric for leadership alignment and planning. Finally, the flexibility of the new UI allows us to create tailored processes and dashboards that reflect our unique needs, rather than being forced into a one-size-fits-all approach. It has benefitted us by having a positive impact on our key KPI's and business metrics. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite ![Verified User in Information Technology and Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Information Technology and Services") UI Verified User in Information Technology and Services Mid-Market (51-1000 emp.) 4/16/2026 "Great for Tracking and Engagement Management" 4/5 What do you like best about Planhat? I like how we can manage customer sentiments for each product the customer interacts with, as well as the activity types for documenting customer engagements. Review collected by and hosted on G2.com. What do you dislike about Planhat? Dashboarding and visuals definitely need improvements. Additionally, would like to see more project management capabilities, so we wouldn't have to use a separate tool for that. Review collected by and hosted on G2.com. What problems is Planhat solving and how is that benefiting you? Planhat allows us to keep all customer information in one spot, eliminating the need for manual and outdated content management like Google docs. It's also been helpful to bring in integrations with other tools like Salesforce, Gong and Intercom. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite ![Verified User in Computer Software](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Computer Software") GC Verified User in Computer Software Enterprise (\> 1000 emp.) 12/9/2025 Guest users or non-business users of the software, not included in G2 scores. "Great for Managing Customer Lifecycles" 5/5 What do you like best about Planhat? Planhat provides a clean, intuitive interface that makes it easy to track customer health, manage accounts, and visualize renewal risks at a glance. I really appreciate how customizable the dashboards are. The platform centralizes customer data from multiple systems, which helps reduce manual work and gives us a more accurate view of customer activity. It makes easier for CS, Sales, and Marketing teams to stay aligned. Review collected by and hosted on G2.com. What do you dislike about Planhat? While the platform is powerful, some areas still feel a bit complex for new users. Certain configurations require deeper setup knowledge, and reporting can be tricky if you’re not familiar with the data structure. Review collected by and hosted on G2.com. What problems is Planhat solving and how is that benefiting you? Planhat helps centralize all customer touchpoints, making it much easier to understand adoption, identify at-risk accounts, and stay proactive with renewals. It eliminates scattered spreadsheets and manual tracking by providing a unified customer view that’s accessible across teams. This has helped us strengthen customer engagement, improve visibility into health metrics, and streamline hand-offs across Customer Success, Marketing, and Product teams. Overall, it enables more data-driven decisions and smoother customer lifecycle management. Review collected by and hosted on G2.com. Show More Our network of Icons are G2 members who are recognized for their outstanding contributions and commitment to helping others through their expertise.G2 IconCurrent UserValidated ReviewerSource: G2 invite ![Japhet C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Japhet C.") JC Japhet C. Senior Director, Customer Success Automation Enterprise (\> 1000 emp.) 9/18/2025 "The Difference a True Partner Makes" 5/5 What do you like best about Planhat? Two years ago, I chose Planhat for a single use case: churn forecasting. Today it powers much more - QBR and change-order automation, NPS integration, and AI-enabled customer data enrichment. It’s no longer just a tool; it’s a backbone. Which brings me to the point: none of that is possible without the help and dedication of my entire Planhat team. Their partnership unlocked levels of data visibility and automation I didn’t think were possible in our environment. Rob Culross, Erin Mueller, Kate Griffin, and especially Grace Tester have moved mountains when needed. Knowing how raw the data I was inheriting was, I knew that I needed a tool with immense flexibility. After an exhaustive search, that flexible partner was Planhat. This introduced a host of other issues because we weren't able to unlock the potential of Planhat's out-of-the-box power. In the end though - because the Planhat team consistently delivered, regardless of how specific or complicated the ask - we've transformed our instance into the platform where our CSMs work. The list of partners that overpromise is long. The list that accelerate outcomes beyond the initial use case are few & far between. Review collected by and hosted on G2.com. What do you dislike about Planhat? Whatever I don't like, the Planhat team eventually either wins me over with their industry best practices, or their ability to build exactly what I'm looking for. Their data structure, where all objects in Planhat feed data to a Primary Object - the Company - has forced me to rethink how I store, move & query data across objects. Not bad - just different. Review collected by and hosted on G2.com. What problems is Planhat solving and how is that benefiting you? Initially Planhat was just for churn forecasting. After I was able to dial that in, learn my way around Planhat a little better, we've launched QBR workflows, change-order automation, NPS integration, and are scratching the surface of Planhat's newest AI initiatives. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Farid T.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Farid T.") FT Farid T. Chief Customer Officer Small-Business (50 or fewer emp.) 10/10/2025 "Great tool to centralise, make decisions and take actions" 4.5/5 What do you like best about Planhat? I appreciate being able to predefine workflows and set up their triggers, which really helps to coordinate the team's efforts. I also value the option to import data from any source, making it possible to gather all our customer information in one centralized location. Also, I want to highlight the great support of the team during the onboarding. Review collected by and hosted on G2.com. What do you dislike about Planhat? It would be much more convenient if the interface design allowed for customization. Because we frequently enter a large amount of text in specific fields, it can sometimes be challenging to locate the information we are looking for. Also, it would be convenient to be able to rename objects (ex: we use "Asset" in another way and we can't rename it) Review collected by and hosted on G2.com. What problems is Planhat solving and how is that benefiting you? - Harmonization of the process within the team - Centralization of the customer data - Identification of the contraction/churn signals Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite ![Kevin B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Kevin B.") KB Kevin B. Vice President Mid-Market (51-1000 emp.) 10/16/2025 Guest users or non-business users of the software, not included in G2 scores. "Strong Tool for Organizing Account Management and Planning" 4/5 What do you like best about Planhat? The tool provided utility for our CS / post sales org and helped us get organized around account management and planning in a way that we have not before. Their support team and our CS Rep were highly responsive and accommodating to our needs. It also integrated neatly with our CRM. Review collected by and hosted on G2.com. What do you dislike about Planhat? Admittedly I was not a frequent user (team was operated in the tool daily) and our use-case really pushed the limits of the tool (our business is non-traditional and highly complex) but even with that being said the tool has been helpful, adopted by the team and PH reps have developed features for our business model. Review collected by and hosted on G2.com. What problems is Planhat solving and how is that benefiting you? Customer Success Account Management and Tracking for ICs, Team Leaders and dash-boarding. I rely on the tool for data to create board slides, Executive Updates and manage daily operations Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite ![Daryl G.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Daryl G.") DG Daryl G. Sr. Manager, Customer Support & Operations Mid-Market (51-1000 emp.) 10/20/2025 "Powerful and useful insights and ease of use, but account manager responses can be very slow" 3.5/5 What do you like best about Planhat? Planhat has truly helped provide insight and visibility on customer accounts for our CSM team, as well as our leadership. The ability to tailor the experience is both very powerful and quite extensive, and the implementation was relatively smooth. The support team are mostly excellent, with only a couple of times where I've had to correct the agent's assumptions (and the fact they kept talking about a different integration than the one I was asking about). Review collected by and hosted on G2.com. What do you dislike about Planhat? Responses from our account team at Planhat often take several days which can be frustrating, but I appreciate they are busy. As with any system, ensuring the team utilise it fully has been a challenge, but this is not necessarily reflective of the Planhat team. Review collected by and hosted on G2.com. What problems is Planhat solving and how is that benefiting you? Providing a single customer view for the CSM and leadership teams 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(1,608) [ 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);)