---
title: Planhat Reviews
meta_title: 'Planhat Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter 952 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: 952
  scale: '5'
date_modified: '2026-07-22'
parent_category:
  name: Customer Service
  url: https://www.g2.com/categories/customer-service
---

# Planhat Reviews
**Vendor:** Planhat  
**Category:** [Customer Success Software](https://www.g2.com/categories/customer-success)  
**Average Rating:** 4.5/5.0  
**Total Reviews:** 952
## About Planhat
Planhat is a customer platform that provides software and services to help organizations grow lifelong customers. Our platform powers sales, service and customer success products that scale with our customers’ needs all the way from startup to household name and beyond. Each day worldwide, over 2.6 million customers are attracted, engaged and delighted with our intuitive yet flexible system of action. The Planhat platform empowers everyone in your organization to consolidate, analyze and act on all your data, becoming more customer-centric and data-driven than ever before. From rolling out autonomous transport systems to distributing new medicines, we’re proud to help make our customers better at what they do best. Alongside our customers, we’re building at the forefront of healthcare & life sciences, finance, connected business, and more. And we need curious, daring minds to help us.



## Planhat Pros & Cons
**What users like:**

- Users appreciate the **ease of use** with Planhat, benefiting from intuitive workflows and automated processes for efficiency. (172 reviews)
- Users rave about Planhat's **excellent customer support** , highlighting quick responses and deep technical knowledge for their success. (122 reviews)
- Users love Planhat's **flexible customization** , enabling tailored workflows and powerful reporting for diverse business needs. (88 reviews)
- Users love the **automation capabilities** of Planhat, as it significantly saves time and enhances team productivity. (83 reviews)
- Users value the **efficiency** of Planhat for automating workflows and enhancing visibility into customer health. (82 reviews)
- Users value the **automation efficiency** in Planhat, optimizing customer task management and streamlining workflows effectively. (78 reviews)
- Users value the **helpful features** of Planhat, enhancing customer management and streamlining operations effortlessly. (75 reviews)
- Integrations (73 reviews)
- Users value the **smooth implementation and supportive customer service** from Planhat, enhancing task management and project tracking. (72 reviews)
- Intuitive (69 reviews)

**What users dislike:**

- Users find the **learning curve challenging** due to complex setup and sometimes misleading documentation during implementation. (92 reviews)
- Users find Planhat's interface to have a **complexity** , requiring support to navigate its numerous features effectively. (63 reviews)
- Users face **integration issues** with customer data and analytics, complicating their experience and implementation efforts. (45 reviews)
- Users find the **steep learning curve** challenging, requiring effort to navigate features and functionalities initially. (45 reviews)
- Users find the **reporting functionality limited** , wishing for enhanced features like summing fields and better UI navigation. (42 reviews)
- Users note the **missing features** in Planhat, such as time tracking and enhanced customer portal functionality. (39 reviews)
- Limited Functionality (38 reviews)
- Not Intuitive (36 reviews)
- Limited Features (34 reviews)
- Difficult Learning (33 reviews)

## Planhat Reviews
  ### 1. Powerful Customization and Reporting, but Steep Learning Curve + Rewards with amazing tool

**Rating:** 5.0/5.0 stars

**Reviewed by:** Joaquin G. | Sr. Customer Success Operations Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** October 16, 2025

**What do you like best about Planhat?**

Deep customization: Multiple modules and configurables let you model your account, product and success workflows exactly how your business runs. Scales with complexity: Handles simple use cases well but also supports advanced multi-dimensional scoring, cross-object logic and enterprise needs. Strong for data-driven teams: If you invest in the setup, Planhat rewards you with powerful reporting and automation capabilities. The customer success team is also amazing... Actually, the entire team!!!

**What do you dislike about Planhat?**

Steep learning curve: The platform is expansive — initial setup, data model decisions and formula logic can be overwhelming for new users; however, once set up, documented, and the team trained- things run pretty smoothly.

**What problems is Planhat solving and how is that benefiting you?**

Centralizing the information. As time goes on, we do audits to be able to understand what data points we need to add and remove.

  ### 2. Best Friend for Customer Success

**Rating:** 4.5/5.0 stars

**Reviewed by:** Rabea R. | Customer Success Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** October 13, 2025

**What do you like best about Planhat?**

I really appreciate being able to keep all my notes and tasks together in one place. I no longer have to search elsewhere for my information. The ability to sync everything with my calendar and email has been a real lifesaver. Whenever I need details about my clients, I can easily find them on Planhat. I use it every day.

**What do you dislike about Planhat?**

There are times when I wish I could track my clients' exact usage, but it seems that a detailed view isn't available yet. Unless I'm overlooking something, this may not actually be a Planhat issue.

**What problems is Planhat solving and how is that benefiting you?**

This tool has been instrumental in giving me a clear overview of a large number of clients, while also helping me stay on top of my tasks and manage them efficiently and on time.

  ### 3. Very powerful CSP

**Rating:** 4.5/5.0 stars

**Reviewed by:** David R. | Head of Customer Success, Mid-Market (51-1000 emp.)

**Reviewed Date:** August 26, 2025

**What do you like best about Planhat?**

The power of automation and custom views

**What do you dislike about Planhat?**

Can take a while to get automations ready

**What problems is Planhat solving and how is that benefiting you?**

Planhat is doing a lot for our business, as our primary CSP. It integrates with Hubspot, Gong and our own software to provide meeting recordings (and automated task creation from meetings), product usage stats, revenue information and we use all of this data to manage our clients health and ongoing objectives, whether that's onboarding, adoptions or renewal. 

There are initial 'building blocks' through the different data structures available and Planhat is very powerful, letting you build a lot of automations and views into the software. This is both a gift and a curse, the opportunities are seemingly endless so it's important to know what you WANT from the software before you start building out automations to keep your onboarding goals clear and effective. 

We even use this to provide data to the board on how we're performing against crucial company objectives.

We would feel 'blind' without Planhat now, it's really brought us closer to our clients and as a result, we expect this to start improving our overall client health and reducing churn rates.

  ### 4. Efficient, easy to use, beautiful for users, with smooth and relevant administration.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Romain S.

**Reviewed Date:** November 07, 2025

**What do you like best about Planhat?**

I love Planhat for its ease of use and administration, which makes it very pleasant for users and administrators. The visual dashboards are a major asset, and their rendering is quite impressive. When properly configured, Planhat allows immediate access to the sought-after information effortlessly. I also appreciate how Planhat facilitates the tracking of licenses, consumed storage space, and deployed ITIL processes, thus offering consolidated and immediate visibility on the average performance of each instance. Planhat is a great help in uniting teams around customer activity with a unique tool that gathers all available and usable information. We were also able to optimize the presentation of information to encourage team adoption and facilitate access to key information on our pages dedicated to our SaaS products. Moreover, the initial setup of Planhat went smoothly, partly thanks to the availability and commitment of the Planhat teams, particularly on the CSM, TAM, and support sides.

**What do you dislike about Planhat?**

The data model of Planhat is centered on companies, which requires regularly building automations to transfer properties from the Companies object to other objects for management or automation purposes. This could be simplified with formula fields allowing these informations to be synchronized without creating all these automations.

**What problems is Planhat solving and how is that benefiting you?**

I use Planhat to centralize customer information, facilitating team tracking and engagement around customer activities. It provides immediate access to critical data and simplifies administration, optimizing our visibility and support processes.

  ### 5. Comprehensive Features and Great Support

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.)

**Reviewed Date:** November 06, 2025

**What do you like best about Planhat?**

What I like best about Planhat is its wide range of capabilities. It allows us to maintain a clean and detailed account base using both predefined and custom fields, which in turn enables the creation of powerful, data-driven reports.  We can log and manage customers, track ongoing conversations, monitor renewals or development opportunities, and stay aligned on onboarding, success, and development workflows. We can also launch sequences for mass communication, and manage processes efficiently from a single platform. The recent integration with our meeting notetaker has also been extremely valuable, automatically capturing AI-generated notes and logging them under the appropriate account. Additionally, Planhat’s customer service is excellent—responsive, supportive, and quick to help with any questions or issues.

**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 sometimes make it challenging to quickly locate specific items. Navigation isn’t always as intuitive as it could be, though this is largely a result of the platform’s extensive functionality. That said, the customer success team is always responsive and supportive whenever we need assistance figuring out where to find or how to set up something.

**What problems is Planhat solving and how is that benefiting you?**

I primarily use Planhat for logging new customers and staying up to date with their onboarding plans through workflows. Beyond that, it is extremely useful for tracking ongoing conversations, managing success plans and development requests—even allowing external users visibility into their customer success processes, handling renewals, and generating powerful reports. It streamlines administration, centralizes customer account management, and offers a high degree of customizability, including the ability to add new workflows or fields for tracking.

  ### 6. Amazing solution, longer than expected implementation time

**Rating:** 4.0/5.0 stars

**Reviewed by:** Tyler  N. | Team lead, Customer Success, Mid-Market (51-1000 emp.)

**Reviewed Date:** August 21, 2025

**What do you like best about Planhat?**

The visibility that Planhat offers into your customer base is amazing. It allows for a lot of conditional based automations and push notifications to to tools like slack. Their offering is fairly straight forward and their training material is good. The Customer success and technical teams that we have dealt with have been great as well over the past year. I use the tool every day and overall it's been very valuable for us as an organization.

**What do you dislike about Planhat?**

The most painful part about Planhat has been the implementation process. It's much slower than expected and overall I feel as though we are only using 50% of what the tool has to offer. If you are looking to bring on Planhat as a solution, I would recommend having at least 1-2 people dedicated to using it and learning it very well before you launch it to your team.

**What problems is Planhat solving and how is that benefiting you?**

More visibility into our customer base, identifying risk early on, and talking work off of our CSM's plate via automations.

  ### 7. Highly Customizable, Yet Complex to Master

**Rating:** 3.5/5.0 stars

**Reviewed by:** Aoife G.

**Reviewed Date:** November 04, 2025

**What do you like best about Planhat?**

I truly appreciate the extensive customization options available in Planhat. This flexibility allows me to tailor the platform to fit the unique needs of my client portfolio, enhancing my ability to gain actionable insights. The ability to set up triggers and notifications is exceptionally beneficial, as it helps me manage a large number of clients by automating tasks like checking in on customer usage trends, facilitating proactive engagement opportunities, and identifying potential upgrades or expansions. These features significantly reduce manual work and streamline my workflow, allowing me to focus on strategic activities despite my limited time availability. Additionally, the platform has proven to be a powerful source of truth for managing contractual information and customer insights, making it indispensable for keeping track of what's happening in my vast client base.

**What do you dislike about Planhat?**

I initially found Planhat a bit tricky to understand and figure out exactly what is needed, due to the large amount of data and insights it offers. It requires some time to get used to; the initial setup process was also quite time-consuming, primarily because of the various integrations and simply understanding the tool, however as with any new tool it's easier now. To simplify the process, it would be helpful to have pre-made templates or preselected examples of the types of data I could explore or use as triggers.

**What problems is Planhat solving and how is that benefiting you?**

I use Planhat to manage my large client portfolio, visualizing customer data and setting up triggers and notifications, reducing manual work and focusing on key opportunities.

  ### 8. After 6 months of working with Planhat, I´m sold: I couldn´t do my job well without it

**Rating:** 5.0/5.0 stars

**Reviewed by:** Marc V. | Senior CSM, Mid-Market (51-1000 emp.)

**Reviewed Date:** August 27, 2024

**What do you like best about Planhat?**

I enjoy working with the workflows in Planhat, to have a structured approach consitent for the CSM team. I use the comment fields a lot to communicate with my manager and coworkers. I like the details and insights it offers in my (way too large) portfolio. I like that it´s integrated with Slack. I use it everyday, all day, multiple times per day

**What do you dislike about Planhat?**

It took some time to learn working with PH, for a while it was information overload. At this point I´m still seeing how to use the Customer Intelligence module.

**What problems is Planhat solving and how is that benefiting you?**

Having a workflow in PH, means that I can own any upsell/cross-sell without too much help from others. I can easily see what to do and what´s my progress.

  ### 9. Highly Capable CRM with Learning Curve

**Rating:** 4.0/5.0 stars

**Reviewed by:** jenn w. | Small-Business (50 or fewer emp.)

**Reviewed Date:** November 03, 2025

**What do you like best about Planhat?**

I really appreciate how Planhat consolidates all of our customer data in one place, making it a substantial improvement over our previous method of using spreadsheets and Google Docs where everyone used their own approach. This integration allows for scalable processes across the whole team, ensuring we're taking the right steps for renewal motions and account mapping. I find system reports particularly useful as they allow us to create dashboards not just for reporting, but also for establishing action items needed by the team. These reports, along with workflows, help keep everything organized for the Customer Success Managers (CSMs). Additionally, the AI chatbot with Finn has been a lifesaver when I'm unsure about how to perform certain tasks or when I'm confused about elements in Planhat. The range of capabilities that Planhat offers as a CRM tool is impressive, and once our data is accurate and the team is fully on board, the system makes retention processes scalable and trackable. I value the integrations with other tools such as Pendo, Slack, Gong, and HubSpot, which enhance Planhat’s utility in our operations.

**What do you dislike about Planhat?**

I find some actions within Planhat aren't extremely intuitive and require a lot of training. It's not always easy to figure things out through self-discovery, which can be frustrating. I sometimes need to rely on the AI chatbot with Finn to understand how to use certain features or perform specific actions. It has also created some challenges with adoption on the CS team, as they'd sometimes rather default back to their own individual manual processes than take the time to figure out how to work in Planhat.

**What problems is Planhat solving and how is that benefiting you?**

I use Planhat to consolidate all customer data, replacing spreadsheets and Google Docs, enhancing data tracking. It helps create scalable processes for renewal motions and account mapping, making team workflows more organized and efficient.

  ### 10. User-Friendly and Intuitive, but UX and Filter Saving Need Improvement

**Rating:** 4.0/5.0 stars

**Reviewed by:** Alex J. | Implementation Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** October 17, 2025

**What do you like best about Planhat?**

Compared to other similar systems I have used before, PlanHat stands out as the most user-friendly and intuitive. The ability to connect specific workflows to individual projects has been extremely helpful for me, especially during onboarding, as it allows me to stay organized and easily monitor progress for each project.

**What do you dislike about Planhat?**

While the interface is intuitive, I find the user experience somewhat "wonky." In particular, it often struggles to save certain filters for the long term, which can be rather frustrating.

**What problems is Planhat solving and how is that benefiting you?**

PlanHat has been helping us solve the problems of managing up to 30 projects simultaneously, while staying organized and efficient. Without a software like Planhat, the process was extremely manual and tough to keep organized with so many projects.

  ### 11. Easy to Use and Great Email Sync

**Rating:** 4.5/5.0 stars

**Reviewed by:** Lucy M. | Customer Success Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** October 16, 2025

**What do you like best about Planhat?**

I really like how it syncs with my emails so that I don't have to think about manually doing this.
I also like how I can keep track of all activity and see key points of information such as contract dates, values, end users etc.
I missed the initial training on using Planhat yet its really easy to pick up.

**What do you dislike about Planhat?**

Sometimes can be a little slow to load or save notes on tasks

**What problems is Planhat solving and how is that benefiting you?**

It's really helpful in having all my customer information in one place. 
Not only can Planhat track my activity and last touch points with customers, it also helps me prioritize my follow up; being able to see those account with no tasks, highest values etc.

  ### 12. Outstanding Support and Transformative Analytics with Planhat

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 27, 2025

**What do you like best about Planhat?**

We’ve had an amazing experience with Planhat. Our CSM has been absolutely outstanding, proactive, knowledgeable, and genuinely invested in our success. Lisa takes the time to understand our business goals and always go above and beyond to help us get the most value from the platform.

The platform itself has been transformative in helping us understand how our customers use our system. The usage analytics and health insights have given us a much clearer view of engagement and adoption, enabling our team to be far more data-driven in our customer success strategies.

**What do you dislike about Planhat?**

The new UI feels a bit less intuitive than the previous version. Some workflows that used to be quick and straightforward now take a bit more effort to navigate, and it can feel a little confusing without clear guidance. That said, the platform’s overall functionality and data insights still make it an incredibly valuable tool, and I’m confident the Planhat team will continue refining the experience over time.

**What problems is Planhat solving and how is that benefiting you?**

Planhat helps us better understand and drive customer engagement with our platform. Before using it, it was difficult to get a complete picture of how our customers were interacting with our product, which features they used most, where they dropped off, and how usage correlated with renewals or churn risk.

With Planhat, we now have clear visibility into customer behavior and product adoption trends, allowing us to be much more proactive. We can identify customers who might need additional support or onboarding, and at the same time, spot growth opportunities with highly engaged accounts.

  ### 13. Best Platform to Gather All Customer Data

**Rating:** 4.5/5.0 stars

**Reviewed by:** Ecem V. | Customer Success Operations Lead, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 10, 2025

**What do you like best about Planhat?**

Planhat offers a user-friendly interface that makes it easy for customer success teams to navigate and manage their workflows efficiently. The platform stands out for its flexible data model, which supports complex customer hierarchies and B2B relationships. One of its strongest features is the customizable customer health scoring, allowing teams to track client engagement and risk in real time. Planhat also excels in automation, enabling users to streamline repetitive tasks and maintain consistent customer communication.

**What do you dislike about Planhat?**

On the downside, the high level of customization can be overwhelming, especially during initial setup, and might require a dedicated admin or support from the Planhat team. While the basic interface is easy to use, mastering its more advanced features, such as automation rules and detailed analytics, can come with a learning curve.

**What problems is Planhat solving and how is that benefiting you?**

Planhat is helping us solve the challenge of gaining a unified view of customer health and engagement across different teams and data sources. Before using it, our customer data was scattered between our CRM, support system, and product analytics, making it hard to understand the full picture.

  ### 14. Solid Project Management, Needs Customization Flexibility

**Rating:** 3.0/5.0 stars

**Reviewed by:** Lucas D. | Customer Success Lead, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 16, 2025

**What do you like best about Planhat?**

I like Planhat's project management capability because it structures out projects in nice overviews, making it easy to work with.

**What do you dislike about Planhat?**

I find it challenging to customize processes specifically to our needs.

**What problems is Planhat solving and how is that benefiting you?**

Planhat provides a better revenue overview, aids in project management for planning, and offers customer insights like health. The project management capability structures projects into nice overviews, making it easy to work with.

  ### 15. Overall, a good tool for CS data, UX has had huge improvements

**Rating:** 3.0/5.0 stars

**Reviewed by:** Casie P. | Mid-Market (51-1000 emp.)

**Reviewed Date:** April 15, 2026

**What do you like best about Planhat?**

I like the new upgraded UX system in Planhat. It's a lot easier to build out custom pages to help customer success managers and to look at reports and stuff.

**What do you dislike about Planhat?**

The HubSpot integration. And also being able to track more complicated opportunities and upsells. Just the integration with HubSpot. It seems to hit a lot of errors, so it'd be good to fix that.

**What problems is Planhat solving and how is that benefiting you?**

n/a

  ### 16. Flexible In-House Automations That Just Work

**Rating:** 4.5/5.0 stars

**Reviewed by:** Paul J. | Head of Customer Success, Human Resources, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 15, 2026

**What do you like best about Planhat?**

The in-house flexibility and automations

**What do you dislike about Planhat?**

No app which makes on the go use limited

**What problems is Planhat solving and how is that benefiting you?**

Planhat is allowing scaled reliable CS plays effectively saving time and increasing capicity.

  ### 17. Flexible with Great AI Integration and Support

**Rating:** 4.5/5.0 stars

**Reviewed by:** Seth D. | Advisor

**Reviewed Date:** October 23, 2025

**What do you like best about Planhat?**

I appreciate the flexibility and configuration options that Planhat offers, which integrate seamlessly with our existing tools. This adaptability is crucial for our business operations. I am particularly impressed by the ease with which I can create new workflows, templates, dashboards, and visualizations. These features significantly facilitate our operations without the need for extensive support from our operations or revenue teams, making them incredibly valuable. Like the integration with Salesforce and the use of Jiminny for conversational intelligence, and the ability to highlight summaries and action items/next steps directly into PlanHat, rather than going to another platform to gather insights. Slack integration is also a huge asset, allowing us to push notifications to our Customer Success Managers (CSMs) precisely when needed. The new AI integrations with Gemini are another win for us, leveraging LLMs and existing signals during our customer conversations to provide real-time insights. The Planhat team has been responsive and supportive, ensuring that we maximize the benefits of their AI functionalities. This comprehensive suite of features helps us track customer utilization, mitigate risks, and flag potential expansions and feature-related needs for our customer base.

**What do you dislike about Planhat?**

I find it challenging to leverage the AI functionality independently from Planhat's support and services teams. The platform needs to be more intuitive, with improved performance and reliability for consistent use.

**What problems is Planhat solving and how is that benefiting you?**

Planhat provides visibility into customer utilization and risk, flags potential expansions, and identifies feature needs, enhancing customer success tracking and decision-making.

  ### 18. I cannot do my job without Planhat

**Rating:** 5.0/5.0 stars

**Reviewed by:** Georgi B. | Client Success Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** August 27, 2024

**What do you like best about Planhat?**

I can track my activity with clients, I keep all my notes there, I manage onboardings, upsells, renewals. I track client health and I make sure I'm always on top of my portfolio.

**What do you dislike about Planhat?**

Can't think of anything, I'm not a power user so I don't see what could be improved (maybe being able to set colors to your tasks).

**What problems is Planhat solving and how is that benefiting you?**

Planhat is helping me comfortably manage my large portfolio of clients as I am able to structure and devide my priorities. We have a lot of automations that remind us that we need to either chase a client or update a stage. What it helps the most with is keeping me confident that I am in control of my portfolio.

  ### 19. Very good CRM for CSMs

**Rating:** 4.5/5.0 stars

**Reviewed by:** Isuru K. | Customer Success Team Lead, Mid-Market (51-1000 emp.)

**Reviewed Date:** October 23, 2025

**What do you like best about Planhat?**

Proper CSM CRM that we use on a daily basis. 
I really appreciate how intuitive and flexible Planhat is. The platform makes it easy to visualize customer data, track key metrics, and collaborate across teams. I also like the fact that it can be customized to fit different business needs.
Also our CSM Ismail Tahri is very accessible. He is super helpful and brings a lot advices on optimizing our usage.

**What do you dislike about Planhat?**

Overall, I’m very satisfied with Planhat, but some advanced configurations or dashboard customizations can feel a bit complex at first. It would be great to have even more flexibility in reporting or easier access to certain integrations.
Also, I'm not super confortable with the new presentation. I found that it was more visible with the old back and white design.

**What problems is Planhat solving and how is that benefiting you?**

Planhat helps us centralize all customer data in one place, making it much easier to monitor engagement, track renewals, and identify at-risk accounts. It saves us time by offering reporting and giving a clear overview of customer health, which ultimately helps us improve retention and deliver a better customer experience.

  ### 20. Streamlined Account Management with Slight Learning Curve

**Rating:** 5.0/5.0 stars

**Reviewed by:** Mandeep S. | Group Manager - Customer Success Team for US West and Central, Mid-Market (51-1000 emp.)

**Reviewed Date:** October 22, 2025

**What do you like best about Planhat?**

I find Planhat incredibly beneficial for understanding and managing our diverse set of accounts. I appreciate its facilitation of collaboration and its ability to provide a clear portfolio overview for each Customer Success Manager (CSM), including insights into revenue and changes in account health scores. This functionality is crucial as it allows us to quickly gauge the risk levels across numerous accounts, enhancing our decision-making capabilities significantly. The syncing feature with emails is fantastic as it integrates seamlessly with our other tools like Gmail, Clari, and Salesforce, ensuring that all information flows smoothly and we have a real-time view of account statuses. I love that Planhat helps us avoid human errors by providing a combined summary for the leadership team, improving our organizational visibility. Its integrations and synchronization features with tools like Clari enhance our workflows by automatically updating call summaries and affecting account health scores based on usage, which is incredibly efficient. This cohesive ecosystem minimizes biases and offers more precise forecasting. Overall, Planhat has streamlined account management for us, making complex processes much more manageable and saving us valuable time.

**What do you dislike about Planhat?**

I find that the initial setup of Planhat was challenging, particularly in pushing data into the platform, which took about three to six months to implement effectively. Additionally, while the new UI is different, it sometimes feels a little slow, making it somewhat hard to adopt due to its differences from the previous version. Moreover, I feel that the AI account summary feature could be enhanced to provide more detailed and powerful insights, as it currently only reads the account's health or rhythm without delving into detailed analysis.

**What problems is Planhat solving and how is that benefiting you?**

I use Planhat for managing emails, coordination, revenue and churn forecasts, and understanding account summaries, helping us avoid human errors and grasp the risk levels of portfolios quickly.

  ### 21. Robust Tracking and Stellar Support, But Needs AI Search

**Rating:** 3.5/5.0 stars

**Reviewed by:** Meg T. | Mid-Market (51-1000 emp.)

**Reviewed Date:** October 22, 2025

**What do you like best about Planhat?**

I love how Planhat helps me keep all of my accounts in order by integrating information from various systems, which significantly streamlines my work as a customer success manager. The ability to see a health score at a glance is invaluable, as it allows me to quickly identify where my customers need attention. I appreciate the detailed tracking of my activities, which makes it easy to locate and share information with my team internally. This feature enhances our internal collaboration and efficiency. I also enjoyed using the Canvas aspect of Planhat, especially when sharing it with larger customers, as it has proven to be extremely helpful in managing complex accounts. Furthermore, the support team at Planhat is truly wonderful. They are always responsive, providing answers and direction whenever needed, which enhances the overall experience of using the platform. These factors collectively make the tracking, ease of use, and outstanding support pivotal aspects that would drive me to choose Planhat again.

**What do you dislike about Planhat?**

I find that Planhat lacks a global AI search feature, which would allow me to search through every single conversation and account, and ask questions with the AI providing answers. This feature is available in Gong, which I currently use for this purpose, highlighting that Planhat is missing this functionality.

**What problems is Planhat solving and how is that benefiting you?**

Planhat keeps my accounts organized, integrates multiple systems for easy data access, tracks activities, and provides quick insights on customer needs, enhancing my account management.

  ### 22. Highly Customizable Platform That Adapts to Unique Workflows

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.)

**Reviewed Date:** October 22, 2025

**What do you like best about Planhat?**

What I appreciate most about Planhat is its comprehensive nature and the high degree of customization it offers. The platform provides us with a full overview of the customer journey, and we have the flexibility to adapt it to our unique workflows and business requirements, rather than being limited to generic, one-size-fits-all solutions. On top of that, their customer support is excellent - responsive, knowledgeable, and always willing to help us get the most out of the platform.

**What do you dislike about Planhat?**

Planhat offers a great deal of power, but its depth and flexibility can make the initial learning curve somewhat challenging. It may require some time and effort to fully grasp how to configure all the features, particularly for those who are new to the platform.

**What problems is Planhat solving and how is that benefiting you?**

Planhat has been instrumental in centralizing all our client-related data, allowing our team to operate from a single platform rather than switching between multiple tools. This shift has enhanced collaboration and visibility across teams, while also minimizing the chances of information being misplaced. Additionally, the platform's automation features have saved us a significant amount of time - we now spend less effort on manual tasks and can dedicate more attention to providing value to our customers.

  ### 23. Flexible and Organized, But Customization Can Be Overwhelming

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User | Mid-Market (51-1000 emp.)

**Reviewed Date:** May 28, 2026

**What do you like best about Planhat?**

I like how Planhat keeps customer communication organized and provides a good overview of customers and the products we have implemented. The tool is flexible, and our support is great.

**What do you dislike about Planhat?**

There is so much customization available it can be hard to figure out the right thing to do. Quite a bit of hand-holding is needed to make sure we don't create more work for ourselves.

**What problems is Planhat solving and how is that benefiting you?**

Planhat keeps customer communication organized and provides a good overview of customers and products implemented.

  ### 24. A powerful tool for task and time management that simplifies daily workflows

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 21, 2025

**What do you like best about Planhat?**

I use Planhat daily as part of my work routine and it has proven to be an invaluable tool. It helps me keep track of both pending and completed tasks, record the time spent on different projects and collaborate efficiently with my team by measuring effort and productivity. The automatic synchronization with our work email is particularly useful, streamlining workflows and saving time. The user interface is intuitive, comprehensive and easy to navigate. Additionally, its deep integration with our internal processes makes it even more efficient to use.

**What do you dislike about Planhat?**

It takes some time to fully understand how Planhat works and to take full advantage of all its features. I’ve also encountered a few bugs where certain tabs or pieces of information would temporarily disappear and then reappear randomly.

**What problems is Planhat solving and how is that benefiting you?**

Planhat helps solve the challenge of managing multiple projects and tasks efficiently, especially within a team environment. It centralizes task tracking, time recording and collaboration, making it easier to monitor progress and workload distribution.

  ### 25. Sleek Design and Usability Shine, But Lacks Key Features and UX

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Banking | Mid-Market (51-1000 emp.)

**Reviewed Date:** October 21, 2025

**What do you like best about Planhat?**

I really appreciate the sleek design and the high quality of the database. The platform is clearly built to provide an excellent customer experience, and I find it easy to organize information in a way that is clear and accessible to anyone. The automations are a valuable feature as well. I especially enjoy using the Workflows, which make it possible to create effective project management spaces for all users. I was also pleased to discover a wide range of data models, making it easy to adapt to various business needs and product scenarios. Overall, I find it very useful!

**What do you dislike about Planhat?**

The platform is not totally finished. We can see that the product team did a great effort in building Planhat upgraded but a lot of basic features are missing: the document pages (beta) are not smooth, sharing views and pages is difficult, calculated metrics do not work at all. 

Sadly Planhat is build for standard SaaS and the revenue/licence models do not adapt to other business models which prevents us from using those features.

**What problems is Planhat solving and how is that benefiting you?**

We needed a strong database to replace Notion, a place to centralize all our customer operations and structure our customer data in a secure and clean environment.

  ### 26. Streamlined Efficiency with User-Friendly Planhat

**Rating:** 5.0/5.0 stars

**Reviewed by:** Asaf W.

**Reviewed Date:** October 21, 2025

**What do you like best about Planhat?**

I find Planhat incredibly user-friendly and customizable, which made the transition to the new UI seamless for my team. Its integration capabilities, such as with Gong and Slack, greatly enhance our operational efficiency. The dashboards are particularly valuable, allowing us to easily identify risks, track campaign progress, and manage upsell and expansion efforts effectively. We’ve built numerous automations, like drip campaigns and scalable check-ins, that have streamlined repetitive tasks. I also appreciate how Planhat provides vital insights that help us manage our largest book of accounts efficiently, significantly mitigate risk, and save churn, which is crucial for our success. Additionally, the support service provided by Planhat is commendable, reinforcing my positive experience with this tool.

**What do you dislike about Planhat?**

I would appreciate having out-of-the-box templates. These templates could be especially beneficial in the early stages of testing new functionalities.

**What problems is Planhat solving and how is that benefiting you?**

I use Planhat to gain insights that enhance our team's efficiency in managing customer accounts, mitigating risk, and reducing churn. It integrates well with tools like Gong and Slack, aiding in campaign management and improving organizational workflow.

  ### 27. Data-Driven Platform with a Learning Curve

**Rating:** 4.5/5.0 stars

**Reviewed by:** Alma V.

**Reviewed Date:** October 21, 2025

**What do you like best about Planhat?**

I appreciate Planhat's ability to consolidate data from multiple sources, addressing our visibility issues by providing comprehensive information about customer health and sentiment in one platform. This integration eliminates the need to wrestle with multiple platforms like Mixpanel, email, and Slack. The platform's data-driven approach is significant and empowers our team by streamlining customer success management and enhancing our reporting to leadership. Additionally, I find the setup to be relatively straightforward once the structure is understood, allowing us to tailor the platform to our needs without requiring specialist intervention. The connection with calendar features prompts timely updates and facilitates automation, so our team always knows the next step for account management without hesitation. I also value Planhat's commitment to continuous innovation, ensuring the software evolves and improves consistently, making it a reliable choice for our organization. Using integrated tools like Zendesk, Google Drive, and Slack with Planhat enhances our workflows, showcasing its flexibility and robust capability to adapt to various software ecosystems.

**What do you dislike about Planhat?**

I find the learning curve a bit steep at the beginning, which can be challenging initially.

**What problems is Planhat solving and how is that benefiting you?**

I use Planhat to solve visibility issues, consolidating multiple platforms for customer data, enabling easier access to account summaries and customer health metrics, thus aligning our team around our customers.

  ### 28. Excellent for Data-Driven Decisions, but Backend Setup Can Be Tricky

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Sports | Mid-Market (51-1000 emp.)

**Reviewed Date:** October 20, 2025

**What do you like best about Planhat?**

Planhat is best in class when it comes to data driven decisions. Being able to use the product to integrate our data from multiple sources and being able to make decisions based on that at a quicker pace is very helpful.

**What do you dislike about Planhat?**

Planhat as it is, is very data driven. It can be complicated to do back end functions such as custom automations, calculated metrics, etc. when you are unsure of formulas and order of data to implement. With this being said, the customer support team has been really helpful when needed on this.

**What problems is Planhat solving and how is that benefiting you?**

Planhat is solving storing all of our customer data in one place first and foremost. This benefits us by having a one-stop shop when it comes to customer data and being able to find what we need and take action upon it.

Planhat is also helping us with customer health scores. This helps many people across our company know where an account stands and helps our CSMs take better action with their accounts based on health and risk.

  ### 29. Improved UI and Organization, but Feature Delays and Communication Need Work

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Airlines/Aviation | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 17, 2025

**What do you like best about Planhat?**

With the new UI it makes CS reps see their dashboards a lot better with lesser clicks. It also does help with organising information and keeping tabs on customers

**What do you dislike about Planhat?**

Some features still have much to be desired, such as email spam clogging up the main dashboard which reduces the functionality of planhat (already raised this improvement). One more thing was the customer portal, it was a key feature that my organisation would like to use but that feature update was meant to be released in june 2025, but until Oct 2025 it is still under development so that was quite a bummer. Aside from that I do think that communication about their user conferences and marketing events could be better as I am very interested in attending these events, but it almost feels as if I am putting in more effort in getting information rather than the other way around.

**What problems is Planhat solving and how is that benefiting you?**

We are currently in an intermediatery period where a lot of the team is not using planhat to the fullest extent, so for now speaking for the team most of them are using planhat is only used as a notetaking app. Which I am trying to change that internally, else the organisation would want to drop planhat as our CRM platform

  ### 30. Planhat ROCKS!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Transportation/Trucking/Railroad | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 16, 2025

**What do you like best about Planhat?**

I love all the flexibility and customization options. It is extremely quick and easy to maneuver. I also love the new AI tools that I can use with my clients. Overall, Planhat has been HUGE help and asset to our team. It makes it easier to communicate cross departmentally about our clients. They also have a wonderful support team and their help materials are super easy to use. They also integrate with many of our partners which has been a huge time saver in not having to enter things in many different tools. It really has been a one stop shop. I also love the workflows, they keep myself and my team on track for working with our clients.

**What do you dislike about Planhat?**

The only thing I find frustrating is the email tool. It is kind of slow and lags. I wish there were more options for customizing emails and the text within emails and I wish it was more clear when I try to send an email.

**What problems is Planhat solving and how is that benefiting you?**

It saves me so much time being able to track everything in Planhat. It also keeps me on track by being able to build custom workflows, email right out of planhat, and keep track of everything.

  ### 31. Feature-Rich and Flexible, Needs Intuitive UI

**Rating:** 4.0/5.0 stars

**Reviewed by:** Zuzanna O.

**Reviewed Date:** October 16, 2025

**What do you like best about Planhat?**

I appreciate Planhat's comprehensive automation tools that streamline workflows, saving my team time by reducing the need for switching between multiple tools. The platform significantly boosts our visibility into customer behavior and portfolio management. I also love the portal feature that enables seamless client collaboration. Additionally, Planhat's native integration with tools like HubSpot, Intercom, and Jira enhances efficiency by simplifying processes.

**What do you dislike about Planhat?**

I find it challenging that Planhat is not very intuitive when setting it up, particularly in terms of dashboarding capabilities. Creating reports or metrics over time requires writing JSON formulas, which is not straightforward and often quite complex. I also dislike how the process of managing formulas for fields is cumbersome. When needing to adjust values in the list fields, the current system requires adding new values and deleting old ones, which is time-consuming.

**What problems is Planhat solving and how is that benefiting you?**

I find Planhat provides better visibility into customer behavior, saving my team time by consolidating tools. It automates tasks and alerts, giving us more control without constant supervision.

  ### 32. Really enjoying the new interface and improved/new functionality.

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Higher Education | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 16, 2025

**What do you like best about Planhat?**

I like that it’s easy to get data in and out of Planhat (e.g. via BigQuery). With the new UI in particular, reshaping data and viewing it from different perspectives has become a seamless process. Working with data now feels much clearer and more streamlined, without the clutter or technical debt that can build up over time. This makes adding new datapoints more manageable, since they slot neatly into a coherent setup.

The customer support, whether through chat, email, or Slack, has always been prompt and high-quality. The transition from AI assistance to human support is also smooth and consistently helpful.

**What do you dislike about Planhat?**

It's not always clear why the user interface is setup the way it is, organisationally, and it can be sometimes cause confusion with regard to finding a particular area. The structure/functionality link of the interface doesn't feel very intuitive to understand.

**What problems is Planhat solving and how is that benefiting you?**

Planhat allows us to track clients and their ongoing progress from the point of sale onward. Planhat makes it very easy to populate with the metrics we want to track (through the BigQuery integration), which works well in conjunction with system fields and custom metric functionality. These functionality have enabled us to setup accounts at the user and company levels, making moving between both perspectives a seamless process, which we greatly appreciate. Having one place where we can quickly and easily access a variety of datapoints is a major benefit, and especially so with the new UI features (e.g. pages and dashboards). We have also moved our sales process from Pipedrive to Planhat and so we are also using Planhat at the prospect stage, making the whole sales -> client cycle cleaner, simpler, and housed in one place.

  ### 33. Great One Size Fits All Tool

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Restaurants | Mid-Market (51-1000 emp.)

**Reviewed Date:** October 30, 2025

**What do you like best about Planhat?**

There is no per-user license fee, which is a big plus for our use case across customer success and support orgs. The tool has a modern look and feel, making it visually appealing and up to date. It's also very easy to use, even for those without technical knowledge. I appreciate how it handles data manipulation and provides useful insights. The CSM and TAM team are extremely knowledgeable and always deliver white glove support.

**What do you dislike about Planhat?**

While their chat support team is very helpful, there are times when it can take as long as 24 hours to receive a response. Often, by the time I get a reply, I am no longer actively using the tool, which can be inconvenient.

**What problems is Planhat solving and how is that benefiting you?**

This tool makes it easier to reduce churn and identify opportunities for expansion, while also acting as a central hub for collecting important customer insights.

  ### 34. Intuitive UI and Powerful Features. Our CS Team runs primarily through Planhat for everything now.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in E-Learning | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 16, 2025

**What do you like best about Planhat?**

The updated UI and Customer Portals! Planhat has always had a ton of functionality and with more intuitive interface and setup it's really becoming our CS Source of... everything. We've moved more documents and processes into and through Planhat in the past year and have plans to streamline further going into 2026.

**What do you dislike about Planhat?**

I wish I had a complete understanding of how to automate and program, as that's something I'm still learning. This is probably my main frustration, since I feel like I'm not yet able to make the most of everything PH provides.

**What problems is Planhat solving and how is that benefiting you?**

This platform is helping us centralize and automate many of our processes, documentation, and data in a single location. As a result, we can more easily identify trends and significant shifts in sentiment that previously went unnoticed when information was scattered across different platforms. Additionally, we're utilizing portals to enhance the customer onboarding experience and support them throughout their ongoing journey.

  ### 35. Robust Integration, Needs UI Improvements

**Rating:** 4.0/5.0 stars

**Reviewed by:** Yarden G.

**Reviewed Date:** October 16, 2025

**What do you like best about Planhat?**

I love the extensive customization options that allow me to solve any business challenge within the platform. The robust integration options, especially with Salesforce, are incredibly easy to use and customize, enhancing our workflow seamlessly. The reporting capabilities are powerful, enabling team-wide benefits. I appreciate the flexibility, as there's no process I wanted that wasn't achievable. I find the setup experience positive, thanks to the helpful assistance received when needed.

**What do you dislike about Planhat?**

I found the initial setup quite challenging, as it did not fit our needs after a couple of years. I had to reimplement everything from scratch. The user interface could be more intuitive, as I often needed assistance from customer success. This lack of independence was a significant hurdle, as I usually had to rely on the help center or support team to perform tasks.

**What problems is Planhat solving and how is that benefiting you?**

I find Planhat centralizes customer data, integrates various tools, and offers robust reporting, enhancing team efficiency and informed decision-making.

  ### 36. A Crucial Tool for Efficient Customer Management

**Rating:** 4.5/5.0 stars

**Reviewed by:** Brad S.

**Reviewed Date:** October 15, 2025

**What do you like best about Planhat?**

I appreciate Planhat for its ability to integrate smoothly with our existing tools, such as the sales CRM and customer support software, which optimizes our workflow. I love how it's adaptable to our company's stage, allowing us to configure it effectively. The platform also provides a bird's eye view of our customer base, delivering vital information instantly. Moreover, I find the health score and account view features particularly useful for daily monitoring of customer health. I'm fond of the Planhat community and the resources available, which have been instrumental in helping me customize the service for our specific tasks. Overall, it significantly supports our team's success.

**What do you dislike about Planhat?**

I wish the setup process would have been faster. Although it allowed us to configure the workflows effectively, the initial setup time could have been shorter.

**What problems is Planhat solving and how is that benefiting you?**

I use Planhat for managing post-sales teams, streamlining renewal workflows, and gaining a comprehensive view of customer status. It serves as a daily reference tool, helping monitor customer health and facilitate communications efficiently.

  ### 37. Highly Customizable CRM with Stellar Integrations

**Rating:** 5.0/5.0 stars

**Reviewed by:** Renato M. | Business Operations Manager

**Reviewed Date:** October 15, 2025

**What do you like best about Planhat?**

I am impressed with Planhat's customizability which allows me to adapt it to various use cases beyond just CRM, integrating seamlessly with tools like Salesforce, Freshdesk, Jira, and Snowflake for a comprehensive customer view. The automation features are outstanding, consolidating multiple applications into one platform and enhancing efficiency. The new interface is much easier to use, which has notably reduced the setup struggles I initially faced. Additionally, Planhat offers customization via APIs and the UI, making it flexible and powerful.

**What do you dislike about Planhat?**

Initially, there was a learning curve with Planhat, and I found it a bit of a struggle to get familiar with the setup. Additionally, one limitation I found was the lack of native integration with certain tools like the AI tool Staircase, necessitating workarounds via other integrations such as Salesforce.

**What problems is Planhat solving and how is that benefiting you?**

I find the product gives a 360-degree view of customers, integrates with multiple tools, and consolidates diverse applications into one platform, solving CRM limitations and enhancing customization.

  ### 38. Great evolving product

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.)

**Reviewed Date:** October 15, 2025

**What do you like best about Planhat?**

PlanHat, like many CRMs is a very customizable sandbox - that means that if you have the ideas on what process to make, you can probably build it in PlanHat. There are lots of processes that we use that go through PlanHat, and the team uses it almost on a daily basis. I also want to add that the support is really helpful, and the people in the PlanHat team feel very friendly. Lastly, the native integrations are useful as well (to salesforce, openai etc.) but could use some better UI. Ultimately, after using it for a while, I think it's good to see the evolution since I encountered the first product 2 years ago.

**What do you dislike about Planhat?**

I think the challenge with PlanHat is that it is a sandbox, so you're free to do whatever you want and if you don't really fully know what sort of processes you want to implement, there is not really much of a guide on how to do things. For example, there are common things people would want to track like timestamps when fields are updated, or formulas for fields and I normally have to reach out to support about it. Like many SaaS products, there are frustrating bugs here and there, but nothing too bad for me as an admin.

**What problems is Planhat solving and how is that benefiting you?**

PlanHat is a good way to consolidate data from a lot of different sources, and building the right tools so people in every team can have visibility to this consolidated / processed data.
We use it to monitor accounts, report risk signals, and even track which customers we send gifts to.
The automations are also useful for sending alerts.

  ### 39. Empowers Customer Success with Flexibility and Great Support

**Rating:** 4.5/5.0 stars

**Reviewed by:** Samantha W.

**Reviewed Date:** October 14, 2025

**What do you like best about Planhat?**

I love how Planhat is highly customizable, allowing me to adapt to new requirements swiftly. The exceptional customer service, particularly from our success manager Louise Hultman, has been invaluable, supporting our setup and helping us use Planhat across the organization effectively. The integration with HubSpot enhances our operations by ensuring seamless data flow, benefiting our financial processes. Planhat's centralized data storage aids in data consolidation, helping us identify patterns and trends crucial for churn prevention and strategic actions.

**What do you dislike about Planhat?**

I found that Planhat is not a replacement for a CRM, which can be limiting if one expects it to fulfill that role entirely. Additionally, if I could start over, I would ensure better data integrity from the beginning because dealing with bad information later on can be quite challenging to untangle.

**What problems is Planhat solving and how is that benefiting you?**

I use Planhat to centralize our data, enabling diverse stakeholders to consolidate information for actionable insights on churn prevention, marketing, and sales. It integrates with HubSpot, improving data flow across our operations, and is customizable for evolving needs with excellent customer service.

  ### 40. An incredibly powerful software for Customer Experience teams

**Rating:** 4.5/5.0 stars

**Reviewed by:** Cameron H. | Customer Success Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 14, 2025

**What do you like best about Planhat?**

As a Customer Success Manager, I find Planhat to be excellent at bringing together all the various communications I have with my customers, whether it's emails, support tickets, or summaries of meeting notes. This comprehensive overview provides both me and my team with complete visibility at any moment, which has been extremely valuable. The customisation that you can get to provide you with the relevant information to your role is also great.

**What do you dislike about Planhat?**

When we first implemented Planhat it possibly didn't have as many integrations as we would have liked, however they have since brought out a good number of additional integrations with other softwares in our stack.

**What problems is Planhat solving and how is that benefiting you?**

The main issue it addresses is serving as a centralized data feed between our SaaS product and customer interactions. This setup enables us to quickly spot trends in customer behavior, which helps us proactively pursue upsell opportunities and tackle any potential challenges or risks. As a result, we are always ahead of the curve.

  ### 41. Intuitive Platform That Empowers CS Teams.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Design | Mid-Market (51-1000 emp.)

**Reviewed Date:** October 22, 2025

**What do you like best about Planhat?**

Planhat makes it easy to manage both the customer relationship and operational workflows in one place. As someone who works across Customer Success and Ops, I appreciate how intuitive it is to track client health, follow up quickly, and understand where each customer is in their journey. The new AI features have also been a big help — they’re easy to use and provide quick insights that help us act faster and more strategically.

**What do you dislike about Planhat?**

The formula fields can be a bit restrictive. I’d love more flexibility or visibility into how they work so they’re easier to customize or troubleshoot.

**What problems is Planhat solving and how is that benefiting you?**

Our sales team uses a different CRM, so we needed a tool that truly supports the post-sales journey. PlanHat gives our CSMs full control of the customer relationship — helping us build stronger connections, identify growth opportunities, and ensure clients get maximum value from our product

  ### 42. Fantastic customer success platform

**Rating:** 4.5/5.0 stars

**Reviewed by:** Lucy L. | Head of Customer Success, Mid-Market (51-1000 emp.)

**Reviewed Date:** October 13, 2025

**What do you like best about Planhat?**

Incredible array of automation opportunities
Enabled me to refine a huge number of manual processes
Gives us a single view of a customer
Very easy integration
Fantastic customer success team
Highly supportive + great AI support
Impact ranges from saving substantial hours each week—including 2 hours daily through AI-powered email checking, 6 hours weekly on inbox management, and 1-2 hours weekly on price rise workflows—to improved understanding of client health through automated health scoring and usage data integration in Planhat, helping reduce churn and identifying growth potential.

**What do you dislike about Planhat?**

Few bugs in their formatting for email templates and in their document functionality
Hard to know whether there are wider active bugs to know whether something isn't working because of a fault on our side or theirs.

**What problems is Planhat solving and how is that benefiting you?**

Bringing data together in one place
Automating manual processes
Proactive client communication across the lifecycle
Health and growth scoring
NPS surveys
Onboarding workflows and automation

  ### 43. Exceptional Support, Powerful Reporting, Needs UI Polish

**Rating:** 4.5/5.0 stars

**Reviewed by:** Hayley S.

**Reviewed Date:** October 10, 2025

**What do you like best about Planhat?**

I really appreciate the support from Planhat's team. Our CSM and technical account manager are always ready to help, jumping on calls to guide us through any issues. The reporting tool is also a huge plus; it allows us to set up custom reports for different teams, eliminating the manual PDF process. The integration with HubSpot and the flexibility it offers in setting up reports has simplified our workflow significantly. I'm excited about the upcoming features in Planhat as well.

**What do you dislike about Planhat?**

I think if I had to pick something, it would be the UI. The feedback is sometimes it's not always obvious where to go and to create certain things if you're new. While once you're accustomed to it, navigation is fine, it is a bit challenging for someone who is quite new.

**What problems is Planhat solving and how is that benefiting you?**

Planhat helps us manage customers effectively, flagging when intervention is needed. It serves as a single source of truth, integrates predictive churn for insights, and custom reporting has enhanced efficiency by eliminating manual work.

  ### 44. Unified View But Lacks Robust Task Management

**Rating:** 2.5/5.0 stars

**Reviewed by:** Jamie A. | Enterprise Customer Success Manager

**Reviewed Date:** October 10, 2025

**What do you like best about Planhat?**

I enjoy that Planhat provides a unified 360-degree view, allowing us to store extensive customer information in one convenient place instead of juggling multiple locations. This feature significantly simplifies our data management process. The ease of setting up the software is another positive aspect for me.

**What do you dislike about Planhat?**

I find it frustrating that Planhat lacks certain functionalities I expected. Despite being easy to set up, there are aspects where the functionality doesn't quite meet my needs. Specifically, I'm unable to complete actions and manage follow-up tasks effectively within the platform. This forces me to leave Planhat to handle tasks which ideally should be managed there, causing inconvenience and inefficiency in my workflow. Additionally, while Planhat consolidates customer information well, we haven't fully realized its value yet, as some features like integration of live usage data are not fully utilized. Overall, these limitations are hindering my ability to derive the expected benefit from the product.

**What problems is Planhat solving and how is that benefiting you?**

Planhat centralizes customer information, saving me from searching across Excel and Google Drives. It simplifies access to account plans, enhancing daily activities despite incomplete functionalities.

  ### 45. Incredible Team Incredible Product

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jason G. | VP Global Customer Success and Operations, Enterprise (> 1000 emp.)

**Reviewed Date:** October 09, 2025

**What do you like best about Planhat?**

I've implemented and used several CSPs in my career. My team bought Planhat after reviewing all vendors, including giving second chances to  those we've had challenges with in the past.  We chose Planhat because of the flexibility it provided us to tailor to my company's technical and operational debt.  The other tools were less flexible to trust in our environment.  I've now had Planhat for more than 2 years and both the product and the team supporting us keep getting better.  I've never worked with another vendor that is as proactive, supportive of our needs and thoughtful about my team's success.  While other CSPs talk about Customer Success in their marketing, Planhat delivers it. We are now beginning to consolidate other tools into Planhat because 1) my CSMs love using it and 2) the PH team is consultative giving us feedback on what will work best in our environment to extract more value from their product.  My CSMs get so much out of PH that they are increasingly interacting with it, giving it more data, having discourse with the LLM integrations and the result is a circular motion compounding in value and  becoming a key co-pilot in how we work with customers

**What do you dislike about Planhat?**

We purchased Planhat in part because our Salesforce is too broken to build out some simple things. We launched many of those things in Planhat quickly - our first use case was renewal opportunities to drive a retention pipeline. As we've added more and more use cases since, I am finding that our efforts to move quickly and make up for impossibilities of our enterprise tech stack, we've unintentionally created some silos.  Other organizations at my company are unintentionally duplicating work, building things that we already have completed in Planhat. This is less a reflection on Planhat itself than it is on our deployment of it. As we've built value we need to find ways to share the wealth and in my experience CSP adoption outside of CSM, PS and Support can be challenging.

**What problems is Planhat solving and how is that benefiting you?**

I attribute 1% of GRR (a very large number for us) to Planhat in our first year of using it as we increased our visibility to mid-cycle and renewal risk far in advance in a very short time.  We've since moved beyond that and now have automatic persona identification, risk and opportunity summaries, pre-identified and automated next steps, integration with custom built analytics.  We've just launched our QBR workflow w/ a pipeline.  While we have other tools to do this, we've begun using Planhat as a repository of how-to documentation and videos.  It is very quickly become our central hub. My CSMs go to Planhat first and then link out to Salesforce or other tools from their customer page vs. the other way around.

  ### 46. Improves workflows and time management

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Market Research | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 09, 2025

**What do you like best about Planhat?**

It helps give an overview, makes it more efficient to follow up clients and projects. The design is modern and clean. The filters are very helpful in creating your own lists for client follow up or internal follow ups. The e-mail templates and tags are great for mass-sendouts. All in all a good tool to make your work day smoother and more efficient.

**What do you dislike about Planhat?**

My only issue is that it sometimes fails to update some information from other systems. For instance, it's linked with my Outlook and the e-mails to and from clients are shown in Planhat. But even though I have a meeting set up with the client a few days later and just e-mailed back and forth with them, the client still shows up in my list for 'Clients without events in the next 90 days' that need to be contacted.

**What problems is Planhat solving and how is that benefiting you?**

It solves me having to track all contact manually and set up my own reminders and time plans, so it's very helpful and saves me a lot of time.

  ### 47. Integral tool for a CSM

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.)

**Reviewed Date:** October 09, 2025

**What do you like best about Planhat?**

As a CSM, I now spend most of my time in Planhat. I find it far superior to other solutions like Hubspot. The latest UI improvements are especially sleek, making the experience even better. Planhat excels at reporting and data management, allowing me to create customizable views focused on what matters most. I also appreciate the ability to set up portals for collaborating with customers, which has proven to be very useful. The automated workflows are invaluable for standardizing processes and staying on top of priorities. Additionally, the help centre is excellent.

**What do you dislike about Planhat?**

The repeated delays in launching customer portals in the new Planhat have had a significant impact on us, which is disappointing. The timeline has been postponed several times. Additionally, formatting emails within Planhat is quite cumbersome, so I usually prefer to send them through Outlook instead.

**What problems is Planhat solving and how is that benefiting you?**

Having visibility into product data gives me valuable insights into adoption trends, potential churn risks, and identifies champions, which allows me to work in a more strategic way. The ability to forecast both GRR and NRR is also very helpful. I appreciate having a single source of truth to understand what is happening with my customers. Additionally, collaborating with customers through dedicated portals enhances our interactions.

  ### 48. Flexible platform that makes customer success management easier

**Rating:** 4.5/5.0 stars

**Reviewed by:** Fahad K. | CS Ops, Mid-Market (51-1000 emp.)

**Reviewed Date:** October 08, 2025

**What do you like best about Planhat?**

Planhat gives you a clean way to connect customer data, track renewals, and manage accounts without needing a dozen tools. The flexibility to build your own dashboards, automate health scores, and tailor views for each team makes it powerful. It’s great for driving alignment between CS, Ops, and leadership.

The team is extremely helpful, and we have the best support from our CSM.

**What do you dislike about Planhat?**

Some features still seem incomplete, buggy, or inconsistent. Setting up metrics, reporting, and automation logic can be challenging, particularly if you don't have access to advanced automations, as you're limited to automating or creating metrics for certain objects only. The platform also relies heavily on the quality of your data, so even minor sync issues can cause delays and slow down your workflow.

**What problems is Planhat solving and how is that benefiting you?**

Planhat is helping us centralize the customer lifecycle so our CS teams can focus on outcomes instead of admin work. It solves key gaps in visibility, data consistency, and process execution by pulling insights from Salesforce, billing, and support systems into one view.

From an operations standpoint, it’s reduced manual reporting, improved how we track renewals and escalations, and given leadership better metrics for forecasting and health trends. It also lets us build structured workflows, automate updates, and standardize data without relying on custom dev work.

  ### 49. Fantastic Product and Support, setup can be time consuming.

**Rating:** 4.5/5.0 stars

**Reviewed by:** Jesse G. | Head of Customer Success, Mid-Market (51-1000 emp.)

**Reviewed Date:** October 24, 2025

**What do you like best about Planhat?**

Fantastic product and velocity. Very strong CS team. Solid TAM during set up. Ease of integration with automated workflows. Very easy to use after initial set up. Getting my team to buy in and adopt has been pretty painless. I like that their business model is tied to our success.

**What do you dislike about Planhat?**

Set up is time consuming for small teams due to limited templates OOTB.

**What problems is Planhat solving and how is that benefiting you?**

One stop shop for all CS related function. Overall organization of all customer data is very simple and easy to distribute. Very easy to adopt workflows after set up to migrate the team off of multiple google sheets and other systems.

  ### 50. Planhat has transformed how we manage our customer portfolio

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** October 07, 2025

**What do you like best about Planhat?**

What we like best about Planhat is how flexible and customisable it is. Being able to build tailored dashboards means we can easily visualise the metrics that matter most from customer health and adoption to renewals and expansion.

It’s also great that we can use it beyond traditional customer success, we’ve been able to adapt it for professional services, tracking project delivery, milestones, and client approvals all in one place.

The playbooks are another standout feature. They make it easy to standardise key processes like onboarding, renewals, and risk management, ensuring consistency across the team.

On top of that, the support from the Planhat Customer Success and Customer Support teams has been excellent, they’re always a pleasure to deal with and have helped us get the most out of the platform.

Overall it’s become the central hub for all our customer success operations, giving full visibility into the customer journey and helping us work far more proactively

**What do you dislike about Planhat?**

If I had to pick something, I’d say setting up custom fields and configurations in the Data Centre comes with a bit of a learning curve , but with the guidance and support of our CSM, we were easily able to learn it. Once you get the hang of it, it’s very powerful.

To be honest, it’s difficult to find any real negatives, which is part of the reason we chose Planhat in the first place. It just does what we need it to do, and does it really well.

**What problems is Planhat solving and how is that benefiting you?**

Planhat is solving the challenge of having disparate tools and data sources for managing our customers. By centralising all customer information, we can track health scores, adoption, renewals, and expansion in one place, giving us a complete view of the customer journey.

It also allows us to standardise processes through playbooks, whether onboarding, risk management, or renewals - which reduces errors and ensures consistency across the team.


## Planhat Discussions
  - [It shouldbe good if we can export the changes etc on Playbooks or have a clear idea on NPS score expectations.](https://www.g2.com/discussions/it-shouldbe-good-if-we-can-export-the-changes-etc-on-playbooks-or-have-a-clear-idea-on-nps-score-expectations) - 1 comment, 1 upvote
  - [How can I, launch two simultaneos NPScampaings](https://www.g2.com/discussions/how-can-i-launch-two-simultaneos-npscampaings) - 1 comment, 1 upvote
  - [What's the best way to manage crossell opportunities on planhat?](https://www.g2.com/discussions/40995-what-s-the-best-way-to-manage-crossell-opportunities-on-planhat) - 1 comment, 1 upvote
  - [How long did it take to implement?](https://www.g2.com/discussions/49802-how-long-did-it-take-to-implement) - 2 comments

- [View Planhat pricing details and edition comparison](https://www.g2.com/products/planhat/reviews?page=3&section=pricing&secure%5Bexpires_at%5D=2026-07-22+10%3A38%3A52+-0500&secure%5Bsession_id%5D=d3b02305-d139-4564-a25e-1995bb2e5424&secure%5Btoken%5D=4df10e768bc8737412c19157c39acc4d2d1c3b8d06b09b596f1ae790c4756345&format=llm_user)
## Planhat Integrations
  - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews)
  - [Aha!](https://www.g2.com/products/aha/reviews)
  - [Boostworks](https://www.g2.com/products/boostworks/reviews)
  - [Claude](https://www.g2.com/products/claude-2025-12-11/reviews)
  - [Digibee](https://www.g2.com/products/digibee/reviews)
  - [Dotdigital](https://www.g2.com/products/dotdigital/reviews)
  - [Fathom](https://www.g2.com/products/fathom-video/reviews)
  - [Fin](https://www.g2.com/products/fin/reviews)
  - [Fin2 by Intercom](https://www.g2.com/products/fin2-by-intercom/reviews)
  - [Fireflies.ai](https://www.g2.com/products/fireflies-ai/reviews)
  - [Freshdesk](https://www.g2.com/products/freshdesk/reviews)
  - [GitHub](https://www.g2.com/products/github/reviews)
  - [Glean](https://www.g2.com/products/glean-technologies-glean/reviews)
  - [Gong](https://www.g2.com/products/gong/reviews)
  - [Google Cloud BigQuery](https://www.g2.com/products/google-cloud-bigquery/reviews)
  - [Google Workspace](https://www.g2.com/products/google-workspace/reviews)
  - [HubSpot Marketing Hub](https://www.g2.com/products/hubspot-marketing-hub/reviews)
  - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews)
  - [HubSpot Service Hub](https://www.g2.com/products/hubspot-service-hub/reviews)
  - [Insightly CRM](https://www.g2.com/products/insightly-crm/reviews)
  - [Jira](https://www.g2.com/products/jira/reviews)
  - [Microsoft 365](https://www.g2.com/products/microsoft365/reviews)
  - [Microsoft SQL Server](https://www.g2.com/products/microsoft-sql-server/reviews)
  - [Mixpanel](https://www.g2.com/products/mixpanel/reviews)
  - [Pendo](https://www.g2.com/products/pendo-io-pendo/reviews)
  - [PlanMill ERP Cloud](https://www.g2.com/products/planmill-erp-cloud/reviews)
  - [Proactivanet](https://www.g2.com/products/proactivanet/reviews)
  - [Productsup](https://www.g2.com/products/productsup/reviews)
  - [Qualtrics Customer Experience](https://www.g2.com/products/qualtrics-customer-experience/reviews)
  - [RedeApp](https://www.g2.com/products/redeapp-redeapp/reviews)
  - [Salesforce Agentforce](https://www.g2.com/products/salesforce-agentforce/reviews)
  - [Salesforce Headless 360 Platform (formerly Salesforce Platform)](https://www.g2.com/products/agentforce-360-platform-formerly-salesforce-platform/reviews)
  - [Salesloft](https://www.g2.com/products/salesloft/reviews)
  - [SAP Cloud ERP (SAP S/4HANA Cloud)](https://www.g2.com/products/sap-cloud-erp-sap-s-4hana-cloud/reviews)
  - [Showell](https://www.g2.com/products/showell/reviews)
  - [Slack](https://www.g2.com/products/slack/reviews)
  - [Snowflake](https://www.g2.com/products/snowflake/reviews)
  - [Tableau](https://www.g2.com/products/tableau/reviews)
  - [Typeform](https://www.g2.com/products/typeform/reviews)
  - [Workfront](https://www.g2.com/products/workfront/reviews)
  - [Younium](https://www.g2.com/products/younium/reviews)
  - [Zapier](https://www.g2.com/products/zapier/reviews)
  - [Zendesk for Customer Service](https://www.g2.com/products/zendesk-for-customer-service/reviews)

## Planhat Features
**Sales Force Automation**
- Contact & Account Management
- Partner Relationship Mgmt. (PRM)
- Opportunity & Pipeline Mgmt.
- Task / Activity Management
- Territory & Quota Management
- Desktop Integration
- Product & Price List Management
- Quote & Order Management
- Customer Contract Management

**Marketing Automation**
- Email Marketing
- Campaign Management
- Lead Management
- Marketing ROI Analytics

**Customer Information**
- Customer Health Scores
- Customer Monitoring
- Customer Profiles
- Playbooks
- Customer Segments
- Product Engagement
- Surveys

**Billing and Payments**
- Payment Terms
- Personalized Billing
- Custom Pricing

**Product Analytics**
- Account-Level Analytics
- User-Level Analytics
- Segmentation
- Funnels
- Alerts
- Multi-Product Analytics
- User Scoring
- Integrations

**Data Sourcing**
- Data Enrichment
- Expandability
- Content Marketing
- Multiple Devices

**Sales Team**
- Flexible Sales Process
- Training Mode
- Playbooks

**Platform Basics**
- Templates
- Exporting
- Multi-user Access and Collaboration
- Multiple Personas
- Data Analytics 

**Content**
- Document Collaboration
- Versioning
- E-Signature
- File Request
- Feedback

**Responses**
- Personalization
- Route To Human
- Natural Language Understanding (NLU)

**Onboarding Setup**
- Workflows
- Templates
- Checklists

**Automation - AI Agents**
- Sales Follow-Up
- Customer Interaction Automation
- Lead Generation
- Document Processing
- Feedback Collection

**Customer Support**
- Case Management
- Customer Support Portal
- Knowledge Base
- Call Center Features
- Support Analytics

**Predictions**
- Churn Risk
- Upsell Opportunities
- Custom Triggers
- Machine Learning

**Revenue Recognition**
- Usage Tracking
- Deferred Revenue
- Revenue Accrual

**Intelligence**
- Marketing Metrics
- Predictive Modeling
- Recommendation Engine

**Intelligence**
- Opportunity Identification
- Zero-touch Renewals
- Smart Content

**Collaboration**
- Billing and Invoicing
- Instant Messaging
- Project Management
- Analytics
- Time Tracking
- Mobile Application

**Platform**
- Conversation Editor
- Integration
- Human-In-The-Loop

**Project Tracking**
- Monitoring
- Resources
- Content
- Tasks
- Optimization

**Autonomy -  AI Agents**
- Independent Decision Making
- Adaptive Responses
- Task Execution
- Problem Solving

**Agentic AI - Product Analytics**
- Autonomous Task Execution
- Cross-system Integration
- Adaptive Learning
- Proactive Assistance

**Agentic AI - Customer Journey Mapping**
- Autonomous Task Execution

**Reporting & Analytics**
- Reporting
- Dashboards
- Forecasting

**Platform**
- Reporting & Dashboards
- API & Integrations
- Data Import & Export Tools
- Workflow Capability
- Notifications
- Customization
- Scalability
- Data Security
- Performance & Reliability
- User, Role, and Access Management

**Revenue Optimization**
- At-Risk Customers
- Offer Optimization
- Customer Churn
- Revenue Forecasting

**Mapping**
- Multiple Org Charts
- Stakeholder Roles

**Customer Engagement**
- Portal
- Engagement
- Branding
- Visibility
- Collaboration

**Generative AI**
- AI Text Generation
- AI Text Summarization

**Agentic AI - AI Agents**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making

**Behavioral Analytics - Product Analytics**
- Multi-Product Analytics
- User level Analytics
- Account level Analytics
- Segmentation
- Funnels

**Mobile & Social**
- Social Collaboration Features
- Social Network Integration
- Mobile User Support

**Functionality**
- Identification
- Correction
- Normalization
- Preventative Cleaning
- Data Matching

**Generative AI**
- AI Text Generation
- AI Text Summarization

**Agentic AI - Customer Revenue Optimization**
- Autonomous Task Execution
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making

**Platform Infrastructure - Product Analytics**
- Cross System integrations
- Alerts
- Integrations

**Platform**
- Customization
- Workflow Capability
- User, Role, and Access Management
- Internationalization
- Sandbox / Test Environments
- Document & Content Mgmt.
- Performance and Reliability
- Output Document Generation

**Management**
- Reporting
- Automation
- Quality Audits
- Dashboard
- Governance

**Agentic AI - Customer Success**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Natural Language Interaction
- Proactive Assistance

**AI driven optimization - Product Analytics**
- User scoring
- Adaptive learning
- Automated insights
- Autonomous task execution

**Integration**
- Data Import & Export Tools
- Integration APIs
- Breadth of Partner Applications

**Generative AI**
- AI Text Generation
- AI Text Summarization

**Generative AI**
- AI Text Generation

**Agentic AI - CRM**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making

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