--- 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 ![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 Mid-Market (51-1000 emp.) 10/22/2025 "Powerful Customization, Interface to Improve" 4/5 What do you like best about Planhat? I like the fact that we can build customized dashboards, which allows us to have a visual and track the client portfolio with the different risks, opportunities, appointments, and client relationships. It's very useful to have quick access to all our clients' data and to be able to send automatic communications. Review collected by and hosted on G2.com. What do you dislike about Planhat? I find that the new interface is not very intuitive and can be a bit difficult to understand compared to the old interface, which was much clearer visually. However, the new interface is better organized and can be arranged as one wishes, but I think it's a matter of getting used to it. Review collected by and hosted on G2.com. What problems is Planhat solving and how is that benefiting you? Planhat allows me to centralize customer data, track KPIs, and share information with my team. I appreciate the customized dashboards for quick visualization of the customer portfolio, which facilitates tracking risks, opportunities, and sending automatic communications. Review collected by and hosted on G2.com. Show More 3/27/2026 Validated ReviewerIncentivizedSource: Seller inviteAI Translated ![Jasmine L.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jasmine L.") JL Jasmine L. Manager of Customer Success Operations Mid-Market (51-1000 emp.) 10/21/2025 "Exceptional Support and Collaboration, Helping Us Scale" 5/5 What do you like best about Planhat? Their customer success and technical support teams have been consistently responsive and helpful. The customer portal stands out as the most impactful feature, allowing us to enhance our collaboration with customers, especially during onboarding and success management. As a CS Ops team, Planhat has made it straightforward for us to implement new processes, organize customer information, and manage CS efficiencies thanks to the intuitive use of fields, formula fields, workflows, and automations. We are looking forward to the upcoming AI improvements. Our teams are in Planhat on a daily basis and rely on it to track customer information. We are also excited to use the Objectives module to track customer outcomes. Review collected by and hosted on G2.com. What do you dislike about Planhat? We are eager to see enhanced cross-table referencing capabilities for reporting, as well as the ability to assign tasks to managers or account owners regardless of account ownership. Additionally, the page loading times in the latest version of Planhat could be significantly improved. Review collected by and hosted on G2.com. What problems is Planhat solving and how is that benefiting you? Strengthening customer engagement through a modern, self-serve portal Increasing team efficiency with AI-driven insights and automation Improving scalability by standardizing and streamlining CS workflows Faster onboarding and adoption thanks to the refined, intuitive UI Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") G Verified User Mid-Market (51-1000 emp.) 7/17/2026 "Intuitive UI and Strong Support with Minor Feature Rollout Hiccups" 4/5 What do you like best about Planhat? I like that the UI of Planhat is very current and forward-thinking, especially in how they approach automations and AI integrations. I also really like the support experience and the support we get from our Customer Success Manager, it's very helpful. Review collected by and hosted on G2.com. What do you dislike about Planhat? I feel that the launch of new features could be smoother and I would like more heads up on the roadmap and new features. Review collected by and hosted on G2.com. What problems is Planhat solving and how is that benefiting you? We use Planhat to track activities that CSMs are doing. It helps surface usage on the platform and gives us a 360-degree view of the customer. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: Seller invite ![Jonathon W.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jonathon W.") JW Jonathon W. Head of Customer Success Small-Business (50 or fewer emp.) 10/17/2025 "Powerful and Intuitive Tool with Excellent Support" 4/5 What do you like best about Planhat? It's an extremely powerful tool that leverages a lot of different requirements for myself and the CS team. It's intuitive (once you know what you're doing), and their support team are always on hand to assist with problems as and when they arise. I use it every single day in my role & although I didn't implement it originally, we have set up a huge number of automations and integrations with the platform that aid us in our day-to-day work. It's a really good tool. Review collected by and hosted on G2.com. What do you dislike about Planhat? It can take some time to get used to the UI, but this is something that comes with time and engagement. The new User Interface is something I look forward to and is far more intuitive. There are some bugs / strange decisions made re. the design and setup (like not being able to use the browser back button to go back a page!) but feedback is always taken on board. Review collected by and hosted on G2.com. What problems is Planhat solving and how is that benefiting you? Planhat serves as a central hub for customer knowledge, providing valuable insights into how our customers interact with the platform and gauging their satisfaction. It brings together a vast array of data from our internal systems, sales platforms, and more, enabling the Customer Success team and other departments to truly understand our customers and what drives their engagement. This tool is excellent for automating time-consuming processes and offers a wide range of features, making it highly versatile. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite ![Jesse W.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jesse W.") JW Jesse W. Director of Customer Success Operations Mid-Market (51-1000 emp.) 11/6/2023 "Changed from a competitor and I wish I did it years ago." 5/5 What do you like best about Planhat? Planhat is incredibly easy to use and implement. The team has worked with me hand and hand every step well beyond our adoption phase. We have expanded the use far beyond just the Customer Success team. There are more features and options that I can configure in minutes vs any other solutions I have had or tested. Anything I need I can get done in no time. The customer portal is amazing for tracking Workflows and ongoing customer projects. Really the best tool for all of our CS and Sales needs We are now two years in and the support and guidance we continue to receive is really best in class!!! Review collected by and hosted on G2.com. What do you dislike about Planhat? Really do not have any downsides at this time. Every aspect has been great. Review collected by and hosted on G2.com. What problems is Planhat solving and how is that benefiting you? Planhat has given us a way to fully collaborate. Not just within our Customer Success team but to our executives, sales, customer support, and directly with our customers. The licensing model allows everyone to contribute. Review collected by and hosted on G2.com. Show More 10/16/2025 Current UserValidated ReviewerIncentivizedSource: Seller invite ![Kiara E.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Kiara E.") KE Kiara E. Senior Customer Success Manager Small-Business (50 or fewer emp.) 9/12/2022 "Helping us organize our data and streamline/automate our processes!" 4.5/5 What do you like best about Planhat? All data in one place! The flexibility of Planhat allows us to organize and leverage all our data in new ways to improve insight and awareness of our customers, as well as automate processes, or at the very least make them faster and more efficient! Review collected by and hosted on G2.com. What do you dislike about Planhat? We have a unique business model where we work very closely within individual departments at our customers for key components. For this we leverage assets, but there is some workaround required in order to tie specific end users to those assets. Recently, Planhat did make it possible to create workflows for the assets though which is a great start! The data/metrics is a bit limiting from reporting - we like to report data based on date ranges (e.g. September 1 - October 1) but all the data in Planhat is created in metrics for rolling time periods (e.g. last 30 days). It makes it hard for us to use this in reports that have a set time period. We'd also love better formatting options for emails (and it can be a bit glitchy/temperamental). Review collected by and hosted on G2.com. What problems is Planhat solving and how is that benefiting you? Centralization of data and automation of processes - meaning we are better equipped to be proactive vs. reactive, and have increased capacity per CSM to manage accounts. It is also helping us increase support throughout the adoption phase - prompting more outreach to new users, etc. based on filters and data. It helps us keep on top of renewals (they don't sneak up on us anymore). Review collected by and hosted on G2.com. Show More 10/16/2025 Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Joel A.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Joel A.") JA Joel A. Global Director Client Experience Mid-Market (51-1000 emp.) 10/14/2025 "Planhat: Simple to Start, Powerful as You Grow with Excellent Support" 5/5 What do you like best about Planhat? Easy to Use, But Powerful When You Need It Planhat works well right from the start. The built-in reports and tasks are simple to use, so you can get going quickly without much setup. When you need more, you can build complex workflows, automations, and custom reports that fit exactly what your team needs. Great Implementation Experience The onboarding process was smooth and well-organized. The Planhat team walked us through everything step-by-step with a clear workflow. They were helpful, knew their stuff, and made sure we got set up properly. Integrations The integrations were a lot more straightforward than I expected. The Salesforce data was there from week 1, and we were able to refine based on our needs. We also integrated Zendesk, Gong and Gmail and we are now working on integrating Pendo. Customer Success and Support The support from the Planhat team is incredible, they are very responsive and they understand the needs of our business. Overall Planhat gives you both simplicity and flexibility. You can start simple and add complexity as you grow. The people at Planhat make the real difference. Review collected by and hosted on G2.com. What do you dislike about Planhat? Nothing to dislike about Planhat. As with other any Customer Success platform, my only advice is to work on your data hygiene and your goals during implementation, to make the most of it from the start. Review collected by and hosted on G2.com. What problems is Planhat solving and how is that benefiting you? Centralizing Customer Data and Workflows, Streamlining Customer Success Operations, Flexible Reporting and Visibility, Making Implementation Smooth Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite ![Antonia S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Antonia S.") AS Antonia S. Customer Success Analyst Fund-Raising Small-Business (50 or fewer emp.) 10/13/2025 "Everything in one place - the tool to centralise your data" 4.5/5 What do you like best about Planhat? Planhat has made it much easier for our team to centralise customer data and create consistent, scalable processes across our client lifecycle. The ability to build predefined workflows and automate key actions has saved us a huge amount of time while improving visibility and accountability within the team. It was exactly what we we looking from when we decided to move to Planhat from our previous provider. I also really appreciate how intuitive the platform feels once you get used to it, and how flexible it is in adapting to our business model.(we are using Planhat slighlty difefrent from other companies) The onboarding support from Kajol and Marco has been second to none. They were proactive, knowledgeable, and genuinely invested in helping us set everything up exactly as we needed. Review collected by and hosted on G2.com. What do you dislike about Planhat? At times, the onboarding process felt a bit overwhelming, especially with the number of configurations and setup tasks required on our side. We also discovered that some useful features weren’t enabled by default, which slowed us down initially. Additionally, the platform can occasionally feel a bit buggy, nothing major, but enough to interrupt the flow when you’re working at pace. Review collected by and hosted on G2.com. What problems is Planhat solving and how is that benefiting you? Planhat has helped us bring everything together all our customer data, activities, and touch points are now in one place. It’s made it much easier to keep track of where each client is in their journey and make sure nothing slips through the cracks unlike our previous platform Attio. The automation and workflow features have taken a lot of manual work off our plate and helped us stay consistent across accounts and also managed how much time we spend on each client. It’s also given us much better visibility into customer health and engagement, which means we can be more proactive and work smarter as a team. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite ![Genevieve F.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Genevieve F.") GF Genevieve F. Director Marketing and Advertising Mid-Market (51-1000 emp.) 11/13/2024 "A Must Have For Every Customer Success Team" 5/5 What do you like best about Planhat? The customer support/sucess/account managment/technical account managment is the best, almost as good as Everflow's ;) The team is always checking in, helping my CS team with new features and best of all, sharing their experienece as a CS person on best practices and industry insight. The ability for each CS person to customize their reports and dashboard while also opening up the data to sales, marketing and the executive suite has been such a time saver. Review collected by and hosted on G2.com. What do you dislike about Planhat? It's complicated when you first start, but with the great support and account managers it's a quicker learn then you think. Review collected by and hosted on G2.com. What problems is Planhat solving and how is that benefiting you? Combining our internal data bases with the automation of alerts and emails has saved so much time for my team. No longer do they have to work in multiple platforms. No longer does each touch point have to be considered per CS person which leads to in consistency in messaging. Review collected by and hosted on G2.com. Show More 10/17/2025 Current UserValidated ReviewerIncentivizedSource: Seller invite ![Maria L.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Maria L.") ML Maria L. Mid-Market (51-1000 emp.) 4/14/2026 "Centralized Customer Data with Room for Integration Growth" 3.5/5 What do you like best about Planhat? I like that with Planhat, there's many things you can do with it and it's quite versatile. I also appreciate that everybody can have access to the same information, which means all of our different teams, like customer success, marketing, and product, can access the same source of truth. Review collected by and hosted on G2.com. What do you dislike about Planhat? I think some of the integrations could be a little better, or a bit more native perhaps, like the BigQuery integration. Review collected by and hosted on G2.com. What problems is Planhat solving and how is that benefiting you? Planhat helps us keep all of our customer data in one place, so everyone, like customer success and marketing, can access the same source of truth. Review collected by and hosted on G2.com. 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