--- 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 Pros and Cons: Top 5 Advantages and Disadvantages #### Quick AI Summary Based on G2 Reviews Generated from real user reviews Users appreciate the **ease of use** with Planhat, benefiting from intuitive workflows and automated processes for efficiency. [(172 mentions)](https://www.g2.com/products/planhat/reviews?filters%5Bsentiment_snippet%5D=1619317&qs=pros-and-cons#reviews) Users rave about Planhat's **excellent customer support** , highlighting quick responses and deep technical knowledge for their success. [(122 mentions)](https://www.g2.com/products/planhat/reviews?filters%5Bsentiment_snippet%5D=1618890&qs=pros-and-cons#reviews) Users love Planhat's **flexible customization** , enabling tailored workflows and powerful reporting for diverse business needs. [(88 mentions)](https://www.g2.com/products/planhat/reviews?filters%5Bsentiment_snippet%5D=1618967&qs=pros-and-cons#reviews) Users love the **automation capabilities** of Planhat, as it significantly saves time and enhances team productivity. [(83 mentions)](https://www.g2.com/products/planhat/reviews?filters%5Bsentiment_snippet%5D=1619836&qs=pros-and-cons#reviews) Users value the **efficiency** of Planhat for automating workflows and enhancing visibility into customer health. [(82 mentions)](https://www.g2.com/products/planhat/reviews?filters%5Bsentiment_snippet%5D=1620737&qs=pros-and-cons#reviews) Users find the **learning curve challenging** due to complex setup and sometimes misleading documentation during implementation. [(92 mentions)](https://www.g2.com/products/planhat/reviews?filters%5Bsentiment_snippet%5D=1621324&qs=pros-and-cons#reviews) Users find Planhat's interface to have a **complexity** , requiring support to navigate its numerous features effectively. [(63 mentions)](https://www.g2.com/products/planhat/reviews?filters%5Bsentiment_snippet%5D=1623273&qs=pros-and-cons#reviews) Users face **integration issues** with customer data and analytics, complicating their experience and implementation efforts. [(45 mentions)](https://www.g2.com/products/planhat/reviews?filters%5Bsentiment_snippet%5D=1621352&qs=pros-and-cons#reviews) Users find the **steep learning curve** challenging, requiring effort to navigate features and functionalities initially. [(45 mentions)](https://www.g2.com/products/planhat/reviews?filters%5Bsentiment_snippet%5D=1619730&qs=pros-and-cons#reviews) Users find the **reporting functionality limited** , wishing for enhanced features like summing fields and better UI navigation. [(42 mentions)](https://www.g2.com/products/planhat/reviews?filters%5Bsentiment_snippet%5D=1623040&qs=pros-and-cons#reviews) ### 5 Pros or Advantages of Planhat ##### 1. Ease of Use Users appreciate the **ease of use** with Planhat, benefiting from intuitive workflows and automated processes for efficiency. [ See 172 mentions ](https://www.g2.com/products/planhat/reviews?filters%5Bsentiment_snippet%5D=1619317&qs=pros-and-cons#reviews) See Related User Reviews ![Ty R.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Ty R.") TR Ty R. Mid-Market (51-1000 emp.) 5.0/5 "A Strategic Platform for Scaling Customer Success" What do you like about Planhat? Planhat strikes a great balance between power and usability. The UI is modern, intuitive, and easy for both new and experienced users to navigate, whi ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") A Verified User Mid-Market (51-1000 emp.) 4.5/5 "Intuitive Customer Success Platform, backed by a great CS team and amazing capabilities" What do you like about Planhat? Planhat is a genuinely intuitive tool that supports our CS team every day. Thanks to Planhat, we now have clear health profiles and insightful dash ##### 2. Customer Support Users rave about Planhat's **excellent customer support** , highlighting quick responses and deep technical knowledge for their success. [ See 122 mentions ](https://www.g2.com/products/planhat/reviews?filters%5Bsentiment_snippet%5D=1618890&qs=pros-and-cons#reviews) See Related User Reviews ![Ty R.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Ty R.") TR Ty R. Mid-Market (51-1000 emp.) 5.0/5 "A Strategic Platform for Scaling Customer Success" What do you like about Planhat? Planhat strikes a great balance between power and usability. The UI is modern, intuitive, and easy for both new and experienced users to navigate, whi ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") A Verified User Mid-Market (51-1000 emp.) 4.5/5 "Intuitive Customer Success Platform, backed by a great CS team and amazing capabilities" What do you like about Planhat? Planhat is a genuinely intuitive tool that supports our CS team every day. Thanks to Planhat, we now have clear health profiles and insightful dash ##### 3. Customization Users love Planhat's **flexible customization** , enabling tailored workflows and powerful reporting for diverse business needs. [ See 88 mentions ](https://www.g2.com/products/planhat/reviews?filters%5Bsentiment_snippet%5D=1618967&qs=pros-and-cons#reviews) See Related User Reviews ![Kate C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Kate C.") KC Kate C. Mid-Market (51-1000 emp.) 5.0/5 "Great Experience: Excellent Support, Easy to Use, and Highly Customizable" What do you like about Planhat? The continued partnership with our CSM, Lisa. Ease of use for the entire CS team and our Executives. Easy to personalize views and build dashboards. ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") A Verified User Mid-Market (51-1000 emp.) 4.0/5 "A great tool for any Customer Success Team" What do you like about Planhat? It's a great tool, with a lot of configuration potential to allow it to complement and enhance existing processes. The ability to trigger automati ##### 4. Automation Users love the **automation capabilities** of Planhat, as it significantly saves time and enhances team productivity. [ See 83 mentions ](https://www.g2.com/products/planhat/reviews?filters%5Bsentiment_snippet%5D=1619836&qs=pros-and-cons#reviews) See Related User Reviews ![Lucas D.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Lucas D.") LD Lucas D. Small-Business (50 or fewer emp.) 3.0/5 "Solid Project Management, Needs Customization Flexibility" What do you like about Planhat? I like Planhat's project management capability because it structures out projects in nice overviews, making it easy to work with. ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") A Verified User Mid-Market (51-1000 emp.) 4.0/5 "A great tool for any Customer Success Team" What do you like about Planhat? It's a great tool, with a lot of configuration potential to allow it to complement and enhance existing processes. The ability to trigger automati ##### 5. Efficiency Users value the **efficiency** of Planhat for automating workflows and enhancing visibility into customer health. [ See 82 mentions ](https://www.g2.com/products/planhat/reviews?filters%5Bsentiment_snippet%5D=1620737&qs=pros-and-cons#reviews) See Related User Reviews ![Ty R.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Ty R.") TR Ty R. Mid-Market (51-1000 emp.) 5.0/5 "A Strategic Platform for Scaling Customer Success" What do you like about Planhat? Planhat strikes a great balance between power and usability. The UI is modern, intuitive, and easy for both new and experienced users to navigate, whi ![Bobbi Jo D.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Bobbi Jo D.") BD Bobbi Jo D. Mid-Market (51-1000 emp.) 5.0/5 "Intuitive, Connected, and Built for CS Teams Who Want to Win" What do you like about Planhat? Planhat is incredibly intuitive and easy to use. It allows our team to seamlessly integrate with other key systems like HubSpot, Pendo, and Freshdesk, ### 5 Cons or Disadvantages of Planhat ##### 1. Learning Curve Users find the **learning curve challenging** due to complex setup and sometimes misleading documentation during implementation. [ See 92 mentions ](https://www.g2.com/products/planhat/reviews?filters%5Bsentiment_snippet%5D=1621324&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") A Verified User Mid-Market (51-1000 emp.) 4.5/5 "Intuitive Customer Success Platform, backed by a great CS team and amazing capabilities" What do you dislike about Planhat? Building metrics in the tool took us a while to figure out. The process isn’t the most intuitive, but the support team, our CSM, and their certificati ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") A Verified User Mid-Market (51-1000 emp.) 4.5/5 "Great product, and an incredible partner" What do you dislike about Planhat? Just like other softwares, from time to time there are product items that would be nice to have. The new platform has been a nice upgrade, but sometim ##### 2. Complexity Users find Planhat's interface to have a **complexity** , requiring support to navigate its numerous features effectively. [ See 63 mentions ](https://www.g2.com/products/planhat/reviews?filters%5Bsentiment_snippet%5D=1623273&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") A Verified User Mid-Market (51-1000 emp.) 4.5/5 "Intuitive Customer Success Platform, backed by a great CS team and amazing capabilities" What do you dislike about Planhat? Building metrics in the tool took us a while to figure out. The process isn’t the most intuitive, but the support team, our CSM, and their certificati ![Bobbi Jo D.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Bobbi Jo D.") BD Bobbi Jo D. Mid-Market (51-1000 emp.) 5.0/5 "Intuitive, Connected, and Built for CS Teams Who Want to Win" What do you dislike about Planhat? There’s very little to dislike about Planhat, but a few areas could be stronger. It would be great to have a more robust way to bring in revenue for o ##### 3. Integration Issues Users face **integration issues** with customer data and analytics, complicating their experience and implementation efforts. [ See 45 mentions ](https://www.g2.com/products/planhat/reviews?filters%5Bsentiment_snippet%5D=1621352&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") A Verified User Mid-Market (51-1000 emp.) 4.5/5 "Intuitive Customer Success Platform, backed by a great CS team and amazing capabilities" What do you dislike about Planhat? Building metrics in the tool took us a while to figure out. The process isn’t the most intuitive, but the support team, our CSM, and their certificati ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Small-Business (50 or fewer emp.) 4.0/5 "Comprehensive Features and Great Support" What do you dislike about Planhat? What I dislike about Planhat mainly relates to its breadth of features. Because the platform offers so many powerful options, the UI and UX can someti ##### 4. Steep Learning Curve Users find the **steep learning curve** challenging, requiring effort to navigate features and functionalities initially. [ See 45 mentions ](https://www.g2.com/products/planhat/reviews?filters%5Bsentiment_snippet%5D=1619730&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") A Verified User Mid-Market (51-1000 emp.) 4.5/5 "Great product, and an incredible partner" What do you dislike about Planhat? Just like other softwares, from time to time there are product items that would be nice to have. The new platform has been a nice upgrade, but sometim ![David G.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "David G.") DG David G. Small-Business (50 or fewer emp.) 4.5/5 "Everything, Everywhere, All at once." What do you dislike about Planhat? My main feedback would be in relation to training of the platform itself. The platform allows for so much flexibility that it can become overwhelming ##### 5. Limitations Users find the **reporting functionality limited** , wishing for enhanced features like summing fields and better UI navigation. [ See 42 mentions ](https://www.g2.com/products/planhat/reviews?filters%5Bsentiment_snippet%5D=1623040&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") A Verified User Mid-Market (51-1000 emp.) 4.5/5 "Intuitive Customer Success Platform, backed by a great CS team and amazing capabilities" What do you dislike about Planhat? Building metrics in the tool took us a while to figure out. The process isn’t the most intuitive, but the support team, our CSM, and their certificati ![Bobbi Jo D.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Bobbi Jo D.") BD Bobbi Jo D. Mid-Market (51-1000 emp.) 5.0/5 "Intuitive, Connected, and Built for CS Teams Who Want to Win" What do you dislike about Planhat? There’s very little to dislike about Planhat, but a few areas could be stronger. It would be great to have a more robust way to bring in revenue for o ![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. 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