--- 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 ![Claudio C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Claudio C.") CC Claudio C. Head of Customer Success Mid-Market (51-1000 emp.) 6/26/2026 "Powerful, Customizable Workflows for Project Management and Customer Success" 5/5 What do you like best about Planhat? It’s a powerful tool where you can do almost anything related to Project Management and Customer Success. Its strongest feature is the ability to create workflows exactly the way you need them. Review collected by and hosted on G2.com. What do you dislike about Planhat? I understand this is a new feature, but Planhat needs to improve the Gantt functionality in its project management module like showing the progress [%] of the task Review collected by and hosted on G2.com. What problems is Planhat solving and how is that benefiting you? They’re considering developing an ITSM (IT Service Management) module, and if they do that, I could have the entire suite of services managed through a single platform—meaning implementation, support, and customer success all together. Review collected by and hosted on G2.com. Show More Current UserValidated 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 Enterprise (\> 1000 emp.) 5/7/2026 "Intuitive, Customer-Centric Platform for Proactive Customer Success" 5/5 What do you like best about Planhat? What I like best about Planhat is how intuitive and customer-centric the platform is. It gives a complete view of customer health, engagement, and renewal risk all in one place, making it much easier to manage relationships proactively. The automation and reporting capabilities save a huge amount of time, while the flexibility allows teams to tailor workflows and dashboards to fit their exact processes. It’s also very collaborative across departments, helping Customer Success, Sales, and leadership stay aligned on customer outcomes. Review collected by and hosted on G2.com. What do you dislike about Planhat? At times the platform can feel a little clunky, particularly when navigating between different areas or configuring more advanced workflows. However, the new UI improvements have made a noticeable difference and the overall experience feels much more modern and streamlined than before. Review collected by and hosted on G2.com. What problems is Planhat solving and how is that benefiting you? Planhat has helped us centralize customer data and create more structured, proactive customer success processes. It’s been especially valuable for managing BVRs, workflows, customer notes, migrations, and identifying churn risks early. Having everything in one platform improves visibility across accounts, saves time on manual tasks, and helps ensure customers receive a more consistent and strategic experience throughout their lifecycle. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite ![Verified User in Computer Software](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Computer Software") AC Verified User in Computer Software Mid-Market (51-1000 emp.) 3/30/2026 "Efficient, Intuitive Data Platform with Room for Reporting Improvements" 4/5 What do you like best about Planhat? I like that Planhat positions itself as a data platform, which I find to be a differentiator from other customer success platforms. The Data Explorer in Planhat feels more intuitive and familiar than other similar platforms. Our customer experience teams use Planhat to quickly answer questions, and it helps us target specific cohorts of customers for projects by easily applying filters and surfacing customer lists. I also appreciate the quick and efficient implementation of Planhat, which made the initial setup great. Review collected by and hosted on G2.com. What do you dislike about Planhat? The current gap is their cross-object reporting and functionality. If we have something like an opportunity and an account object relationship, we wouldn't be able to create a formula on the account that is a roll-up of opportunity records associated with the account. I believe Planhat has recently introduced this functionality, but it's for an additional cost. We're still exploring whether the functionality meets our standards and is worth the additional cost. Review collected by and hosted on G2.com. What problems is Planhat solving and how is that benefiting you? I find Planhat provides visibility, consolidating multiple systems for our CSMs into a one-stop shop. It aids our customer experience teams in answering questions and targeting customer cohorts efficiently with its intuitive Data Explorer. Review collected by and hosted on G2.com. Show More 7/17/2026 Validated ReviewerIncentivizedSource: Seller invite ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") G Verified User Mid-Market (51-1000 emp.) 7/16/2026 "Intuitive UI with Unlimited User Access; Setup Can Be Slow" 3.5/5 What do you like best about Planhat? I find the user interface to be pretty intuitive, which means I haven't needed any training to use the tool, even as a secondary user. I like that the licensing model allows unlimited users, which is great because it means my team can access it without being limited by licensing. Otherwise, customer success would likely be the only licensed users. Review collected by and hosted on G2.com. What do you dislike about Planhat? I would love if the sequencing tool were as robust as Gong. That is what keeps my AM from using it as a true mission control. The initial setup was quite long and it took a very long time to get our data connected, and we had a period of downtime, though that was likely our own issue. Review collected by and hosted on G2.com. What problems is Planhat solving and how is that benefiting you? Planhat gives me a bird's eye view into accounts without using many systems. Its intuitive interface requires no training for me. The licensing model allows my team to access without limits, unlike typical CS-only licenses. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: Seller invite ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") G Verified User Small-Business (50 or fewer emp.) 7/16/2026 "Complex at first but its flexibility is worth it" 5/5 What do you like best about Planhat? I really appreciate the flexibility of Planhat, as it adapts to our data sets and allows us to create custom fields according to our needs, which is very important for us. The support from the Customer Success Managers (CSM) team is excellent; they helped us switch platforms and train all our CSM staff without any friction. Additionally, the training provided is extremely useful and enhances expertise in managing Planhat. The tool is very comprehensive and well-designed, and I find the FAQs and online resources really helpful. With the use of artificial intelligence, it's also very easy to use Planhat's very comprehensive FAQ. Review collected by and hosted on G2.com. What do you dislike about Planhat? I find that Planhat is difficult to get the hang of at first, and I needed the CSM support to get the most benefits from it. Review collected by and hosted on G2.com. What problems is Planhat solving and how is that benefiting you? I find that Planhat centralizes our customer data, shares contacts and histories from one team to another, and monitors satisfaction, health, and service usage, customizing our analyses to be representative. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: Seller inviteAI Translated ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") UF Verified User in Financial Services Mid-Market (51-1000 emp.) 4/28/2026 "Fast, Clean UI with Powerful Integrations for Company-Wide Insights" 4.5/5 What do you like best about Planhat? I really like how it collects all the information we need as a company and integrates with so many different software tools, making it easy to pull data from all parts of the business (e.g., sales, marketing, client engagement, etc.). The UI is clean, runs fast, and overall feels straightforward to use. Review collected by and hosted on G2.com. What do you dislike about Planhat? I find the notifications in Planhat a bit confusing. I’m not always sure when I’ve been tagged in a thread versus when I’m just receiving a general notification. Also, it isn’t clear what each role actually unlocks. For example, if I’m assigned a specific role in the org, I can edit some things but not others, and it’s hard to understand why. Review collected by and hosted on G2.com. What problems is Planhat solving and how is that benefiting you? Planhat is solving years of data being stored in many different locations, making it much more challenging to know where information is stored. Now, Planhat is used as a CSM and has the ability for our team to know exactly how a client is doing, what context we need to have to succeed, and who's at risk of churning from our product. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite ![Jennifer B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jennifer B.") JB Jennifer B. Director, Client Success Manager Small-Business (50 or fewer emp.) 10/16/2025 "Great for Client Tracking" 4/5 What do you like best about Planhat? It continues to be a great tool that has a lot of benefits as a CRM. Their support is amazing, quickly replies, and provides solutions. Review collected by and hosted on G2.com. What do you dislike about Planhat? The "coding" that has to be done for items to show up. When I try to add a filter, I have to take what feels like a lot of steps to get it completed. And then when it doesn't work, it takes some time to figure out why. We are a small company, so we continue to grow and put in new processes and procedures that take some time to get added into Planhat. Review collected by and hosted on G2.com. What problems is Planhat solving and how is that benefiting you? It is the CRM platform that is allowing the CSM's one place to see their tasks/needs of their clients. Review collected by and hosted on G2.com. Show More 4/16/2026 Current UserValidated ReviewerIncentivizedSource: Seller invite ![Verified User in Marketing and Advertising](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Marketing and Advertising") UM Verified User in Marketing and Advertising Mid-Market (51-1000 emp.) 4/27/2026 "Glitchy UI/UX and Unreliable Automations Make Planhat Hard to Trust" 1.5/5 What do you like best about Planhat? There is not anything Planhat does, that I don't prefer on a different platform. Review collected by and hosted on G2.com. What do you dislike about Planhat? Planhat takes the features that you will see across many different task management and client management softwares, and makes them less user friendly. I am not a fan of the UI and UX, and the rest of my team feels the same way. It is very glitchy, and often the automations will fail, leading to tasks getting missed or completely messed up. New features are sometimes added, and they tend to make the app somehow worse than it was before. We recently were updated from the previous version to the new version of Planhat, and it is significantly less user friendly, and the UX is miserable. No color variation for ease of navigation, things don't save when you want them to, dates don't stick, automations don't trigger. Overall, it feels like we are using an incomplete application and have to babysit our tasks to ensure automations go through, which they often do not go through. Review collected by and hosted on G2.com. What problems is Planhat solving and how is that benefiting you? It's supposed to help with task management, but since switching from Asana, task management has become increasingly difficult and time consuming with Planhat. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic RI Romain I. Ingénieur Customer Success Team Mid-Market (51-1000 emp.) 5/5/2026 "HealthScore Helps Prioritize Customers and Centralizes Data" 4.5/5 What do you like best about Planhat? The HealthScore feature really allow me to know on which customer I should work on priority to avoid a churn. Once configured, NPS surveys are pretty easy to use. The fact that I can centralized all data about a customer in a one platform Review collected by and hosted on G2.com. What do you dislike about Planhat? It requires a short time of configuration/customization of course, but it is normal for this kind of tool and to get very interesting information Review collected by and hosted on G2.com. What problems is Planhat solving and how is that benefiting you? We developped a customization which allow us to see in Planhat, which customer doesn't connect to our application, and which customer doesn't use all the ressources they bought. Theses are 2 information which can mean a risk of churn Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Kiara E.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Kiara E.") KE Kiara E. Small-Business (50 or fewer emp.) 4/20/2026 "Flexible and Insightful, but Data Input Needs Improvement" 3.5/5 What do you like best about Planhat? I really like the flexibility of Planhat. It allows us to customize it, add custom fields, and take control over how our data looks and what we have in there. I also appreciate the health score tracking and how it eliminated our manual processes, which is a significant benefit. Additionally, being able to track tasks, playbooks, and workflows that we're working on with each customer is very helpful. The ability to adjust and organize different reports and layouts to meet our specific needs is also a strong point. Review collected by and hosted on G2.com. What do you dislike about Planhat? The way data comes into Planhat is a little bit limited for us. Right now, the raw data is there, but the only way to leverage it is based on the metrics, like, usage in the last ninety days. We're not able to go in and actually filter and segment and say, you know, we wanna get usage from January to March 2026. And if you wanted to, you know, leverage and look back and say, we wanna look at this and then compare it to a past period, you have to build a different metric to see all of that. So it's not as flexible as we wanted to go in and see a set time period. Review collected by and hosted on G2.com. What problems is Planhat solving and how is that benefiting you? Planhat provides better insight into customer data, eliminating piecemeal manual work and Excel spreadsheets. It gives us more visibility into customer health, enabling effective data reports, status tracking, and customized field management. Review collected by and hosted on G2.com. 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