Planhat Reviews & Product Details

What I appreciate most about Planhat is its ability to serve as a system of record for customer data. Coming from a RevOps perspective, I value how seamlessly it integrates with Salesforce and other GTM tools—allowing us to build two-way field mappings that keep our data synchronized without much manual intervention Review collected by and hosted on G2.com.

Most recently we had used one of the bigger CS Platforms and I'd say the UI isn't a 10/10. Not detrimental in any way, but sometimes you forget where you found that one setting you now need, or the naming mechanism they use. Review collected by and hosted on G2.com.

Easy to use, with a purpose-built U/X that helps me get what I need quickly. It integrates well with Hubspot, although it does have a few quirks. Performance hasn’t been an issue for me. The AI features are evolving, and CSM support meets expectations. Review collected by and hosted on G2.com.

Planhat has some limitations when it comes to handling parent-child relationships and managing data mappings within the portal. Review collected by and hosted on G2.com.

The support I receive from the Planhat team is brilliant. They’re highly responsive and very knowledgeable, which makes a real difference. Review collected by and hosted on G2.com.

From an admin perspective, Planhat can feel complex to use in the backend, especially when it comes to building filtering logic and automations. Review collected by and hosted on G2.com.

Planhat stands out for its ability to manage the real complexity of Customer Success in business. The platform efficiently centralizes scattered data into a single source to manage account health, risks, and opportunities, while providing clear and actionable visualizations and reports. Planhat has become for us a true execution tool for Customer Success, far beyond a simple CRM. Review collected by and hosted on G2.com.

Some UX and performance improvements that we regularly address to the support team or our dedicated CSM. Review collected by and hosted on G2.com.

Planhat is a great product, and I’ve been using it for the past four years. As a VP of Customer Operations, I’ve found it very helpful and easy to learn, and it’s clear they’re always working on something new. The way they’ve adopted AI capabilities is truly amazing. Review collected by and hosted on G2.com.

I have been a power user since inception and there is nothing that I don’t like about it Review collected by and hosted on G2.com.

It's intuitive, easy to manage customer data, and work in a collaborative way as a team around customer success goals. The implementation was very smooth and it was a simple process to integrate with other technologies like Jira and Intercom. It's been transformative in terms of how we manage our customer success. Review collected by and hosted on G2.com.

When moving from the old UI to the new UI in the past year, sometimes it's not intuitive to find some of the functionality that I was familiar with in the Old UI. Review collected by and hosted on G2.com.

It's a great tool, with a lot of configuration potential to allow it to complement and enhance existing processes.

The ability to trigger automations based on the information entered or at key moments of a customer's journey really helps to ensure data integrity and process adherence. We have built a number of dashboards which can provide the team with insights into their customers, their health and activities that have taken place. We like that there are also a number of integrations available, which we are able to utilise. Review collected by and hosted on G2.com.

Same as before. The reporting could be easier to use with the ability to mix and match data across different Planhat objects and visualise in different ways. The new UI is certainly different, but there seem to be some areas where you now need to duplicate pages/dashboards into different "sections". Although this can make sense, it does mean that changes to the dashboards and pages now need to be made in multiple places. It would be a lot easier if the page/dashboards were not a duplicate/copy of an original, and instead a view of the original with the relevent filterting applied. Review collected by and hosted on G2.com.

Having all communication with the customer in one spot - regardless if it is Sales, CS or any other department that have communicated. The sentiment score is also a feature I use a lot to review the tone of the communication. Review collected by and hosted on G2.com.

Integration issues, duplicate customer records, resolution support is difficult to get Review collected by and hosted on G2.com.

What I like best about Planhat is how it brings everything into one place. It gives our team a clear, real-time view of customer health, activity, and revenue without having to bounce between systems. Review collected by and hosted on G2.com.

It's almost to customizable. Given that it's so feature rich, it's hard to keep focus before moving on to the next thing! Review collected by and hosted on G2.com.

Planhat supports advanced filtering, wide range if charts or widgets and also helps in visualization of data in a system

The platform pulls all primary data related functions like kanban boards, data tables, docs and others in a single directory or dashboard

Tasks and workflows are fully recorded by the app, and strong automation established to facilitate custom connections and enhances email communication.

The platform contains smart features that are AI supported, and they include ML supported anomaly detection and powerful writing assistant

The program focuses on all activities that entails customer engagement, onboarding process, payments and others Review collected by and hosted on G2.com.

We encounter some integration complexities, more so with data platforms, which affects the accuracy of any insights or analysis

Some inconsistencies and inaccuracies are experienced, more so when dealing with big datasets that needs processing Review collected by and hosted on G2.com.