Planhat Reviews & Product Details

I use Planhat as a central tool for our Customer Success practice. I like that Planhat is flexible and scalable, with a great price point, and it fits our jobs-based project company model very well. They were able to adjust the data structures to transition from typical MRR tracking to revenue retention and growth tracking by company department, which is fantastic for our non-SaaS business model. The initial setup was smooth, and our CSM and TAM from Planhat were fantastic! Review collected by and hosted on G2.com.

Layouts are limited for quick access via mobile device. Would like either a mobile-specific web interface or an iOS/Android app that would more natively display and interact with the data. Review collected by and hosted on G2.com.

I use Planhat to store, review, and analyze customer data as well as my team's performance. Planhat enables me to locate key information very quickly and allows me to create dashboards and tables to segment specific data. The dashboards can be set up in minutes, which saves me a huge amount of time compared to managing multiple spreadsheets. I like the ease of use; it's intuitive, user-friendly, and easy to navigate. I love that I can create my own area to review my team's performance and key metrics on our enterprise customers. I appreciate having accessible and customizable dashboards that let me instantly report on progress and trends, and make quick decisions on customer engagement. Review collected by and hosted on G2.com.

Nothing Review collected by and hosted on G2.com.

I use Planhat as our main platform for managing customers. It's crucial for me because I have a large book of business and can't manage them on my own without it. Planhat helps me keep track of my customers' health, recent communications, goals, health, and data usage. I like that it makes it easier to do my job and spot churn risks and upsells. We have set up triggers that notify us on specific usage, for example, if they drop below a certain amount of logins or are swapping seats. Review collected by and hosted on G2.com.

Our health score isn't ideal but I'm not sure if that's on Planhat's side or ours to review. Review collected by and hosted on G2.com.

I find Planhat clear and appreciate the good reports that are helpful for our internal processes. The flexible fields are practical because we can store specific information for our business and display and compare them in reports, which is particularly useful since we have over 1,000 customers. I also like the better overviews and the AI integration compared to our previous tool. Review collected by and hosted on G2.com.

There are still problems with the syncs, and things need to be added manually, and fields are not synced uniformly. Review collected by and hosted on G2.com.

We have recently integrated our recording software with Planhat so meeting summaries automatically pull through which is ideal! Review collected by and hosted on G2.com.

I find the data explorer quite hard to navigate as there are just lots of different options and I feel like it isn't massively intuitive - I struggle to know if I am filtering in the correct way as there seem to be a few different options, but this may just be me! Review collected by and hosted on G2.com.

Since my first review, my use of Planhat has only grown. It has become a key part of how I organize my work, monitor customer activity, and stay proactive as a CSM. I now use it so regularly that I’m seen as the Planhat expert within our team. The platform is powerful, and the support team continues to be reliable, responsive, and easy to work with. Review collected by and hosted on G2.com.

One improvement I’d love to see is more ready-to-use, cloneable templates (health dashboards, QBR decks, success plan structures, workflows). The product already offers great guidance through learning resources, but having a library of best-practice templates I can duplicate in seconds would make rollout and scaling even faster. Review collected by and hosted on G2.com.

I really like the UI (as compared to Salesforce, which is what we were using before). I really like the automations, and the ability to really customize those with the execute function functionality. The workflow functionality for our onboarding teams has been a really good time saving tool. Review collected by and hosted on G2.com.

I think that some of the integrations are more difficult to maintain than what I would expect (mainly Snowflake) and I wish there was better logging & alerts available on the integration level. Review collected by and hosted on G2.com.

Intuitive UI/UX, quick to get comfortable with the platform, especially as compared to a Salesforce. Easy reporting, and individual customization. Review collected by and hosted on G2.com.

Some of the locations of things are a bit bizarre? Like Workflow creation, email scheduling. I also wish note taking was a bit more intuitive. Our team really struggles with leveraging conversations - it makes searching harder. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Would (still) love an Allego integration to pull in Call Notes from their notetaker. Some more attention added to the presentation editing - it seems to be a (albeit minor) point of friction for our team Review collected by and hosted on G2.com.

I appreciate Planhat's fast and reliable search functionality, which gives data instantly. This is especially useful since we frequently search for customer details when an issue is reported, allowing us to fetch customer backend details quickly. I also like that the UI is intuitive and engaging, and I've found no problem with it. Additionally, I've heard the initial setup of Planhat was simple and fast, which is great for getting started efficiently. Review collected by and hosted on G2.com.

Sometimes when we deep dive the UI seems cluttered, but it gets used to it when continuously navigating. Maybe organized sections would help make differentiating the app more intuitive. Review collected by and hosted on G2.com.