--- 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 ![David D L.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "David D L.") DL David D L. Senior Customer Success Manager Enterprise (\> 1000 emp.) 4/17/2026 "A powerful tool for CS & CX" 4/5 What do you like best about Planhat? Planhat’s standout strength is its unrivaled flexibility and data-modeling capabilities. In the cloud security space, our customer health isn’t defined by one or two metrics; it’s a complex tapestry of product usage, security posture, and depth of engagement. Planhat lets us bring these disparate data points together into customised Health Scores. For my CS team, the “playbooks” and automation engine have been great. With each team member managing up to 100 customers, we can’t rely on manual intervention for every milestone. We’ve built automated workflows that trigger off specific technical health indicators, which enables my team to practice “management by exception.” The result is that we stay proactive where it matters most, without getting bogged down in administrative overhead. Review collected by and hosted on G2.com. What do you dislike about Planhat? While Planhat is undeniably powerful, its complexity can be a double-edged sword. To really unlock its potential, it takes a significant operational lift. This isn’t a “set it and forget it” tool; to implement it properly at scale, you essentially need a dedicated and highly technical admin. For a fast-moving B2B SaaS company, time-to-value can easily slip if those resources aren’t in place from day one. The transition to the new UI was also a major pain point as we were one of the first adopters and it felt like a beta release. The pricing model would also benefit from greater simplicity and transparency. Review collected by and hosted on G2.com. What problems is Planhat solving and how is that benefiting you? The main problem Planhat solves for us is visibility at scale. In the end, Planhat helps us bridge the gap between high-velocity growth and high-quality customer success, so that as we scale, our security-first culture stays at the forefront of every customer interaction. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite ![Awen P.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Awen P.") AP Awen P. Head of Account Management - EMEA Small-Business (50 or fewer emp.) 10/13/2025 "An essential CRM" 4/5 What do you like best about Planhat? What makes the difference with Planhat is its ease of use, its modularity that allows it to be a tool truly adapted to our challenges, as well as the quality of support provided by the Planhat CSM teams. On a daily basis, it is a true companion for my teams of Account Managers and Account Directors: everyone benefits from it, whether it's to track user adoption, centralize customer knowledge, or measure commercial effectiveness. Review collected by and hosted on G2.com. What do you dislike about Planhat? Creating dashboards is not always intuitive. Furthermore, not being able to easily calculate sums in filtered views can be a disadvantage. Review collected by and hosted on G2.com. What problems is Planhat solving and how is that benefiting you? Centralize customer data and make it accessible to the entire organization to better manage its activities. Being able to create, at will, different dashboards without constraints (type or order of data) allows the use of the solution to be adapted to all components of the organization, according to each person's needs. It is an excellent tool for customer relationship management and for managing CSM and Account Management teams. Review collected by and hosted on G2.com. Show More 4/15/2026 Current UserValidated ReviewerIncentivizedSource: Seller inviteAI Translated ![Lyes K.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Lyes K.") LK Lyes K. IT Project Manager Mid-Market (51-1000 emp.) 4/14/2026 "Easy-to-Use UI, Powerful Automations, and MVP Support from Planhat" 5/5 What do you like best about Planhat? The UI/UX is really easy to use and to navigate between accounts and the logs. Building automations and flow are well documented. And with the native integrations already available makes it even easier to integrate different applications. Enjoying all the data driven feature and how it is easy to build dashboard and reports. The Support Team are the MVPs of Planhat. Always there to help and provide detailed instruction with rich documentation links. Very patiente with the users who learns everything from scratch. The implementation project of Planhat with our Salesforce instance was smooth and short with no hiccups. Fin, the AI chatbot is getting better and better at addressing the questions and providing the links for detailed documentation Review collected by and hosted on G2.com. What do you dislike about Planhat? The limitation of not able to recognize deletion or merge of the records that happen in Salesforce ( our main platform) Review collected by and hosted on G2.com. What problems is Planhat solving and how is that benefiting you? Our whole Customer Success team moved to using Planhat. This helped smooth internal communication around accounts and opportunities, and it also made it easier to build campaign emails in Planaht. The reporting capabilities have helped CSMs get all the information they need on each account, which has made customer onboarding smoother, as well as the ongoing process and renewals. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite CM Cedric M. Customer Success Manager Mid-Market (51-1000 emp.) 4/14/2026 "Ultra-flexible platform: the engine of our operational excellence and our CS strategy" 5/5 What do you like best about Planhat? Flexibility and Customization: Unlike other rigid solutions, Planhat allows for modeling complex workflows and custom dashboards that perfectly adapt to our specific business processes. • Power of Automation: The implementation of automated "Playbooks" based on precise data triggers has significantly reduced the administrative burden on our CSMs, allowing them to focus on strategic consulting. • Data Integration (Data-first): The ease with which we connect our technical data flows (ITSM) to generate accurate Health Scores is a major asset for anticipating churn and identifying expansion opportunities. Review collected by and hosted on G2.com. What do you dislike about Planhat? The learning curve can be a bit demanding at first, simply because the platform offers immense configuration depth. However, once the basic concepts are mastered, this granularity becomes our greatest strength. Even richer documentation with video tutorials would be a plus. Review collected by and hosted on G2.com. What problems is Planhat solving and how is that benefiting you? Data silos, responsiveness to risk, and process standardization. Improvement of the renewal rate Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller inviteAI Translated ![Verified User in Computer Software](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Computer Software") AC Verified User in Computer Software Enterprise (\> 1000 emp.) 6/24/2026 "Intuitive, Customizable UI with Fantastic Onboarding—CSM Adoption Skyrocketed" 5/5 What do you like best about Planhat? Planhat has a simple yet effective user interface, and it’s fairly intuitive to configure. We’ve been able to tailor it to our specific CS goals and support our CSMs in focusing on value-driven work. The implementation and onboarding team was fantastic to work with, and they really understood how to configure the platform to best meet our needs. We just launched, and CSM adoption has skyrocketed. Next, we’re launching AI workflows, and I’m excited to see how they will transform the work our team does. Review collected by and hosted on G2.com. What do you dislike about Planhat? A few of the integrations have been a bit tedious to sync, but that’s mostly due to how the app is set up on our side. Review collected by and hosted on G2.com. What problems is Planhat solving and how is that benefiting you? We've just launched but it's tool we are using to execute the transformation of the team, it allows us to automate tasks and workflows for the CSMs, saving them time and giving them space to focus on improving the customer experience with value-add activities and interactions with our customers. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") AF Verified User in Financial Services Mid-Market (51-1000 emp.) 6/23/2026 "Powerful, Intuitive Platform with an Exciting Roadmap" 4.5/5 What do you like best about Planhat? The platform is very powerful, able to track a host of details and metrics. The roadmap is exciting and aggressive, and while they have leaned heavily into AI, for AI-adverse organisations, the platform is operationally sound and proactive in its development. Relatively intuitive to use. Review collected by and hosted on G2.com. What do you dislike about Planhat? Slack integration is relatively poor, as is its Intercom integration. Slack integration lacks functionality to customise and post a lot of the detail that you have in Planhat. I understand the premise of getting more users into Planhat, but we use Slack as our primary messaging tool, so stickiness of Planhat would be increased significantly if this were improved. Intercom integration for conversation data is great, but apart from this it is rudimentary and we cannot pull over custom fields easily. Versus the hubspot integration, it is underwhelming. Additional modules often have a cost associated with them, this can get costly if you aren't aware they don't come in the initial deal. This could be clearer in the sales process. Review collected by and hosted on G2.com. What problems is Planhat solving and how is that benefiting you? business visibility of risk and opportunity. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Pontus L.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Pontus L.") PL Pontus L. Mid-Market (51-1000 emp.) 6/23/2026 "Highly Customizable. Ideal for Client Tracking as well as structuring and extracting non-monetary data." 5/5 What do you like best about Planhat? I love that Planhat can fully customize basically anything. It's like a non-monetary Excel with an intuitive user interface. It's basically our source of truth when it comes to clients. We use it to keep track of client conversations and NPS scores, and also for workflows to perform monthly or weekly tasks. Everything that relates to our delivery is set when creating a company in Planhat. It behaves very well as the operational engine for our accounting and payroll services. It helps in structuring non-monetary data and now, I can generate reports on all single aspects, not just profitability and margins. Review collected by and hosted on G2.com. What do you dislike about Planhat? The way company pages are set up is irritating, particularly with the presentation of the full name of fields. It has almost been a year since this was reported, but no solution has yet been presented. Review collected by and hosted on G2.com. What problems is Planhat solving and how is that benefiting you? Planhat is our source of truth for clients, tracking conversations and NPS scores. It structures non-monetary data and generates detailed reports beyond just profitability, acting as an operational engine for our firm. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Information Technology and Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Information Technology and Services") UI Verified User in Information Technology and Services Mid-Market (51-1000 emp.) 6/11/2026 "Color-Coded Health Scores and Easy Dashboards Make Client Tracking Simple" 4/5 What do you like best about Planhat? I find it really helpful for tracking my clients’ health and spotting any early signs of risk. In particular the way the health scores are colour coded makes it very easy to spot if a particular client needs support. I also like how easy it is to make dashboards to track this data, which we use internally for initiatives. It’s also useful for writing notes and staying on top of communication with and about clients from my colleagues. Review collected by and hosted on G2.com. What do you dislike about Planhat? There are some small niggles with formatting of notes, and pasting content into notes which can make note creation more time consuming. I also like that it integrates with tools like Gong, however there are some data fields it cannot automatically fill such as attendees that would be very helpful. Review collected by and hosted on G2.com. What problems is Planhat solving and how is that benefiting you? Help with onboarding customers, without planhat it's difficult to keep track of customer training and where we are in the onboarding process. Tracking customer health throughout the customer Journey by tracking usage, notes, emails from clients, helping us to keep on top of customer activity and assess health ahead of renewals. Tracking pricing over customer lifecycle Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Verified User in Computer Software](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Computer Software") EC Verified User in Computer Software Small-Business (50 or fewer emp.) 7/16/2026 "Flexible Workflows with AI That Boost Productivity" 4/5 What do you like best about Planhat? Flexibility for creating custom workflows and projects with task, AI summaries and AI-enabled workflows, MCP Compared to other front-runner competitors, Planhat gives more value for the features provided. Review collected by and hosted on G2.com. What do you dislike about Planhat? Lack of flexibility for creating custom revenue and retention metrics, though I think there's some releases coming soon for more options. For some areas, you almost have to know how to code if you want to keep deep into the system. But, Planhat has great support! Review collected by and hosted on G2.com. What problems is Planhat solving and how is that benefiting you? Unified systems to bring data together from various sources including our app (usage data by customers and contacts), Hubspot, Freshdesk, email, etc.). We're able to see customer detaisl and snapshots all in one place saving us time going to different sources and analyzing manually. We're also using it for project management with our consultants and CSM. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite ![Sophie C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Sophie C.") SC Sophie C. Senior Client Experience Manager Mid-Market (51-1000 emp.) 7/25/2023 "Really handy tool for WF, customer onboarding and success" 5/5 What do you like best about Planhat? Love that it's integrates with Gong and other tools in our tech stack, which saves us time on writing meeting notes. I also love the ability to create dashboards as it helps us track internal initiatives. Review collected by and hosted on G2.com. What do you dislike about Planhat? Autosaving notes has since been added which is great, there is still some quirks to formatting when writing notes, otherwise it's greatly improved. Review collected by and hosted on G2.com. What problems is Planhat solving and how is that benefiting you? We previously had everything split across multiple platforms, so customer journey, customer success, notes, tasks etc were all on different platforms and hard to find and made admin take so much longer. So it's great to have everything in one place and a single source of truth. Review collected by and hosted on G2.com. 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