Planhat Reviews & Product Details

reporting and tracking projects is super easy I can quickly add notes and toggle progress to help keep track of where I am with a migration Review collected by and hosted on G2.com.

it's a little hard to match the planhat capabilities with how my organization runs their lines of business through an account. it can be tricky to match up fields to manipulate data we need to for a project Review collected by and hosted on G2.com.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

There is not anything Planhat does, that I don't prefer on a different platform. Review collected by and hosted on G2.com.

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.

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.

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.

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.

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.