Planhat Reviews & Product Details

What I appreciate most about Planhat is its ease of use and the accessibility of its features. The UI and overall user experience are truly outstanding. The platform is very intuitive to pick up, and despite offering a wide range of features (some of which can be quite complex) the experience remains remarkably straightforward.

The custom application engine/automation is excellent. It's incredibly flexible and allows you to achieve a lot, from task automation to integration with other solutions. The audit controls and log analysis of these custom apps are very comprehensive and extremely valuable when it comes to building and debugging apps.

In addition, in terms of workflows and data model flexibility, the platform really enables you to do a lot.

Finally, the support and guidance provided by the team are top-notch. They are always available and never push back a request to jump on a call to help, even on urgent matters. Review collected by and hosted on G2.com.

The pre-built "System Reports" for calculating metrics such as Renewal rates and revenue expansion are quite rigid. And while the platform makes it easy to customize the data model, these customizations cannot be reflected/configured in those reports. As a result, you need to build your own dashboards to get the right metrics, which can be time-consuming. Fortunately, the support team was very helpful in guiding me through this process. Review collected by and hosted on G2.com.

I use Planhat for project and customer management, and I like that it connects customer data to our other systems and teams. It's helpful to have visibility into emails a customer gets from others at my company. I also appreciate that it integrates with Salesforce, Gong, and our app, Feathr. Its ability to allow for cross-departmental visibility is valuable, as I can see what discussions other departments are having with the customers I am working with, which leads to a more cohesive customer experience. Plus, the automatic workflows make our jobs less manual. Review collected by and hosted on G2.com.

I've put in a lot of support tickets for issues with Planhat. The data loads slow once a task is triggered, and I've had tasks not trigger at all, leading to missed tasks. The new UI rolled out with lots of bugs and seemed like it wasn't tested long enough. The new start and due date feature created issues for my team, making the calendar feature ineffective. Review collected by and hosted on G2.com.

The UI is extremely user friendly and the product is always evolving to get better. Planhat has also leaned into UI features in the right way - with intentionality and always offering resources to help along the journey.

As great as the Product is, their Customer Service might be even better. Their team feels like a true partner - and it's been incredible levering their assistance as our team has evolved and grown. Review collected by and hosted on G2.com.

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 sometimes it can be tough to find specific setup pages or features I used to use Review collected by and hosted on G2.com.

I think my favorite part about Planhat is being able to pull different reports. There's so much data we use and so many clients, and Planhat allows me to create cool and specific reports that are very helpful in our client section. Another thing I really appreciate is the email templates that it can send, like when sending out a G2 review. It does this for me, which saves a lot of time and makes my job easier. Review collected by and hosted on G2.com.

I don't think it's very user friendly. Kinda confusing, especially if you don't have any help. It's hard to navigate. It wasn't very easy, if I'm being honest. Just because we had so much information to put into Planhat, and I think Planhat offers so much. But it is a very complicated system. And so there was definitely a big learning curve of figuring out how to use everything. Review collected by and hosted on G2.com.

I really like how robust Planhat is as a platform, especially its AI capabilities that provide both high-level and deeper understanding of customer engagement. I also appreciate that it serves as a comprehensive data repository, consolidating data from all my diverse sources like CRM, support tickets, software instances, emails, and calendar invites, all in one place. This makes tracking a customer's health much easier. I find the tools for setting up any kind of dashboard or report I want to be quite substantial. Plus, the initial data sync and adding data are very easy with Planhat, making integrations with my existing tools seamless. The platform's culture, customer support, and its future trajectory were also significant factors for me choosing Planhat over others. Review collected by and hosted on G2.com.

The only problem is there's endless possibilities for using it, yet limited time in every day to plan, design, test, deploy the tools. It can be time-consuming to create the processes you need both in learning curve and time-to-deploy. Review collected by and hosted on G2.com.

I find Planhat very easy to navigate and gain insights from various data views. It collects data from various sources and uses intelligence, both AI and custom-defined, to set out tasks for our CSMs and provide (actionable) insights for the rest of our company. The ability to combine various data sources into new data insights (which are displayed through different options like tables, graphs, percentages, and numbers) are also useful for stakeholders beyond our Customer Experience team. The initial setup was easy, thanks to the great help from the technical, strategic, and customer experience teams. Review collected by and hosted on G2.com.

Limitation of the available models (10+). I would like to have a model per data entry point so i would like to have more models available in our subscription. I understand the trade off but still... Review collected by and hosted on G2.com.

Planhat consolidates data from multiple systems such as your CRM, Product Usage, Support, Billing and Analytics Tools into a single platform so that your team has a 360° view of each customer. This eliminates data silos and gives full context for each account. Review collected by and hosted on G2.com.

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 pretty quickly. Regular check in with a CS or AM would help to alleviate that in my opinion. Review collected by and hosted on G2.com.

Overview of a account with risk scores, DOJO Courses helpful, chat feature is best, integrations with other tools, easy to access, AI features, fast to create dashboards Review collected by and hosted on G2.com.

More integrations with other tools and data migration from them Review collected by and hosted on G2.com.

There are plenty of customization options, and I like that you can build out many different workflows, bring in metrics, and calculate metrics within the platform. It’s a great place to view customer data, and you can also build your own dashboards to display it in a way that works for you.

You can integrate with Hubspot and with other tools.

There's good support and onboarding. Review collected by and hosted on G2.com.

It can be a lot to figure out - because of the ability to customize it sometimes is a bit difficult to set up and figure out how it works. There's definitely a bit of a learning curve and this can make it take some time to start seeing value in it. Review collected by and hosted on G2.com.

i think the way we're leveraging it today leaves lots of room for improvement and has lots of potential for helping our account managers and CSMs. I like that in the new UI there are new features that allow us to put in onboarding materials to help new users to planhat ramp up. I use Planhat everyday (as an admin). I frequently contact customer support - i feel like Fin has gotten better since the beginning of the year. I feel like the new UI is easier to use than the old one and definitely looks a lot cleaner. Review collected by and hosted on G2.com.

reporting functionality in tables seems limited - would love to be able to sum fields that are values on a list of records, to move columns around in a table by drag and drop. I use the customer support functionality quite frequently and though the support i get is spot on - i feel as though as the year has progressed its taking longer to get back to me. Review collected by and hosted on G2.com.