--- title: Planhat Reviews meta_title: 'Planhat Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 940 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: 940 scale: '5' date_modified: '2026-07-08' parent_category: name: Customer Service url: https://www.g2.com/categories/customer-service --- # Planhat Reviews **Vendor:** Planhat **Category:** [Customer Success Software](https://www.g2.com/categories/customer-success) **Average Rating:** 4.5/5.0 **Total Reviews:** 940 ## About Planhat Planhat is a customer platform that provides software and services to help organizations grow lifelong customers. Our platform powers sales, service and customer success products that scale with our customers’ needs all the way from startup to household name and beyond. Each day worldwide, over 2.6 million customers are attracted, engaged and delighted with our intuitive yet flexible system of action. The Planhat platform empowers everyone in your organization to consolidate, analyze and act on all your data, becoming more customer-centric and data-driven than ever before. From rolling out autonomous transport systems to distributing new medicines, we’re proud to help make our customers better at what they do best. Alongside our customers, we’re building at the forefront of healthcare & life sciences, finance, connected business, and more. And we need curious, daring minds to help us. ## Planhat Pros & Cons **What users like:** - Users value the **ease of use** of Planhat, appreciating its intuitive interface and seamless integration for effective management. (172 reviews) - Users praise Planhat's **excellent customer support** , highlighting responsive and knowledgeable assistance that enhances the overall experience. (122 reviews) - Users value Planhat's **deep customization** , enabling tailored workflows and configurations that align with their specific business needs. (88 reviews) - Users value the **automation capabilities** of Planhat, significantly reducing manual work and enhancing workflow efficiency. (83 reviews) - Users appreciate the **efficiency** of Planhat, enjoying streamlined workflows and significant time savings through powerful automation capabilities. (82 reviews) - Users value the **automation efficiency** of Planhat, enhancing workflow management and data-driven process tracking. (78 reviews) - Users value the **helpful features** of Planhat, enhancing customer management and streamlining operations effortlessly. (75 reviews) - Integrations (73 reviews) - Users value the **smooth implementation and supportive customer service** from Planhat, enhancing task management and project tracking. (72 reviews) - Intuitive (69 reviews) **What users dislike:** - Users find the **learning curve steep** due to complex setup and insufficient documentation for Planhat's extensive features. (92 reviews) - Users find Planhat to have a **complexity** that makes data retrieval and navigation challenging for new users. (63 reviews) - Users experience **integration issues** with customer product usage data, complicating the overall effectiveness of Planhat. (45 reviews) - Users find the **steep learning curve** initially challenging, requiring time and effort to master the platform's features. (45 reviews) - Users find the **reporting functionality limited** , wishing for better options like field summation and easier navigation. (42 reviews) - Users note the **missing features** in Planhat, including lacking time tracking and limited customization options. (39 reviews) - Limited Functionality (38 reviews) - Not Intuitive (36 reviews) - Limited Features (34 reviews) - Difficult Learning (33 reviews) ## Planhat Reviews ### 1. Powerful platform backed up by quality support **Rating:** 4.0/5.0 stars **Reviewed by:** Lewis B. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** May 11, 2023 **What do you like best about Planhat?** There are so many options available to display the data you want, and the automation features such as filters and messages are hugely helpful in streamlining workflow and prompting tasks. Personally I find the way data and tables are displayed to be very clear, and there are so many options to filter what you need to see. Sam has been a supportive CSM, who is full of ideas and is fast to respond. Pontus has also been helpful in troubleshooting tech issues. **What do you dislike about Planhat?** A negative aspect of having so many options available is it can be slightly overwhelming to work out what you need to do to get the results you want. Sometimes it feels like you have to guess what to do (e.g. You can assign days for Steps in Playbooks but it's hard to work out when exactly these will trigger, and setting up filters can be confusing) and this could be clearer with a pop-up or some info. **What problems is Planhat solving and how is that benefiting you?** Planhat is helping us to implement playbooks for our customer journey, NPS campaigns, revenue tracking, renewal tracking and really all stages of a customer lifecycle. The implementation of playbooks has been huge for a new CS function within our company, and allows us to work to a plan without having to use another external program or app. Once we can be sure all our data is pushing from our platform, it will enable us to make really solid decisions on client health and put plans in place. ### 2. Single Source of Truth for CS **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** November 16, 2023 **What do you like best about Planhat?** Planhat provides a comprehensive view of all CS facets. Our CS team find the following particularly useful in their day to day - health score, opportunity tracking (looking forward to exploring the new opp tracking dashboard!), license management, risk management, customer engagement, touch points, onboarding. The team find it relatively easy to use and intuitive. **What do you dislike about Planhat?** A significant time investment was needed to get the initial set up correct and we had a couple of false starts. That said there is a good level of support available. Managing some components such as custom fields and setting up integrations correctly is not straigthforward. **What problems is Planhat solving and how is that benefiting you?** Provides a single source of truth for customer data allowing greater efficiencies. Ability to integrate engagement data is extremely helpful and allows for full visibility of customer health. ### 3. Great CS Tool **Rating:** 4.5/5.0 stars **Reviewed by:** Emily N. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 22, 2023 **What do you like best about Planhat?** The UI is very easy to use and pretty. It is nice for us to be able to centralize the data and display it in a coherent way. We also love the support that we receive from our CSM and TAM. They are always quick to respond and lend a helping hand. **What do you dislike about Planhat?** Sometimes the interface is a bit glitchy. For example, editing dashboards take a long time to load, or the data page requires multiple refreshes to work correctly. **What problems is Planhat solving and how is that benefiting you?** It is helping our CS team to ensure that each team member completes the required actions necessary in the customer journey through playbooks and tasks. In addition, it saves our team time by having all of our customer data centralized in one place and prevents them from checking multiple sources to compile that data for the necessary actions they need to take. ### 4. Very flexible, helps you move fast **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** November 29, 2023 **What do you like best about Planhat?** There's a lot of options and possibilities, you just need to embrace, test and learn - and so far most things are possible. Support is also responsive and do a great job at helping to educate you. **What do you dislike about Planhat?** We are big on branding, so would love their customer portals to look a lot better. **What problems is Planhat solving and how is that benefiting you?** Planhat allows us to retain control of our products and subscriptions, including granting access, facilitating payment, triggering renewals, etc. All teams access it, serving as a central hub for customer information. ### 5. Planhat makes my job so much easier!! **Rating:** 5.0/5.0 stars **Reviewed by:** Mallory C. | Customer Success Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** November 10, 2023 **What do you like best about Planhat?** I love the workflows, & how I have weekly actions that are automated. Also, I love that it brings data from our platform right into Planhat!!! A CSMs dream come true. **What do you dislike about Planhat?** There's a TON of different areas to explore, sometimes it's overwhelming! **What problems is Planhat solving and how is that benefiting you?** Planhat helps me manage my book of business in a comprehensive, productive way. ### 6. Planhat makes switching platforms as easy as switching hats! **Rating:** 5.0/5.0 stars **Reviewed by:** Timothy F. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 15, 2023 **What do you like best about Planhat?** Planhat's staff has been invaluable, from our CSM to their tier one support staff we have received excellent service. **What do you dislike about Planhat?** The design options when making your own dashboards a bit dated. **What problems is Planhat solving and how is that benefiting you?** Planhat stepped up when our last platform shut down. They have guided us through the transfer expertly! ### 7. 1 year later, difficult to get data, no local support **Rating:** 1.5/5.0 stars **Reviewed by:** Verified User in Primary/Secondary Education | Small-Business (50 or fewer emp.) **Reviewed Date:** May 25, 2022 **What do you like best about Planhat?** Presented well initially. When APAC team was available for discussion, they were helpful. Did allow for the removal of some existing systems. Can be used to notify users when a client has opened an email. **What do you dislike about Planhat?** Not intuitive key settings are often several menus deep. Initially had a local CS and Support team, they have since left and Planhat has indicated they will not be replaced, meaning that it can be very difficult to get support if there is any issues. Integrations that were considered to be key in the rollout of Planhat at our company have been delayed consistently, further delaying adoption. Product documentation for self-help can be hit and miss. Very difficult to get reporting from the platform; much of it needs to be developed by the user. Frequently being passed onto a new contact at Planhat, no consistency around interactions. Clunky user interface. The "Customer portal" functionality which is pitched as a tool for improving the Onboarding of our end users, does not imporve engagement. Generating order forms in App very clunky and requires a very "hacky" approach to get working. No in software ability for mass mailouts (does integrate with other platforms) Xero integration is still not working several months after initial discussion. **What problems is Planhat solving and how is that benefiting you?** Minimizing double handling. Improving and standardising customer onboarding. Streamline upsell process. Streamlining invoicing (pending intergration with Xero) ### 8. Time saving and efficiency enhancement **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** February 25, 2024 **What do you like best about Planhat?** Can integrate to many platforms liks SFDC and more to have a the data on the customer in one place **What do you dislike about Planhat?** Implementation can be a little complex at times **What problems is Planhat solving and how is that benefiting you?** It allows me to get a 360 view of my customers. all the data is located in one platform. ut saves me time and allows me to be on top of things, and identify trends and churn risks. ### 9. What I've always wanted! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** November 07, 2023 **What do you like best about Planhat?** The ability to cross filter and isolate data so specifically to the different segments of a customer profile is huge. The flexibility of how you can implement to suit your needs is crucial. There is a lot you can do, but even just setting up the basics when you're moving from one system to Planhat, ensures you are able to gain value very quickly. **What do you dislike about Planhat?** So far, my only dislike is that I don't have more time to play around and geek out on all the features! **What problems is Planhat solving and how is that benefiting you?** One major problem Planhat is helping us solve is customer health scoring. You can get very, very specific about what to include based on what is important to your business. ### 10. Intuitiv system with fast support **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Health, Wellness and Fitness | Small-Business (50 or fewer emp.) **Reviewed Date:** November 06, 2023 **What do you like best about Planhat?** Planhat is intuitive and fast to learn. No coding skills are required. Really helpful team that not only helps you set up the system but also shares their expertise and best practices from working many years in the field. **What do you dislike about Planhat?** You sometimes have to reload the page for specific updates to be made. **What problems is Planhat solving and how is that benefiting you?** To name a few, Planhat helps us collect all customer information in one place, calculate customer health, create workflows with best practices, provide a better overview of team performance, and help us automate workflow processes. This helps us share information more effectively across our team, give a more consistent customer experience with best practices, save time, and have more reliable data when making decisions. ### 11. Much more than just a CSM tool, a full data management tool for CSMs **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Design | Mid-Market (51-1000 emp.) **Reviewed Date:** June 26, 2023 **What do you like best about Planhat?** All the essential data about your customers in one place. It's easy to create tasks, reminders, and templates, it offers great visibility to keep the health score on track and you can create filters with a few clicks to answer a lot of questions about your customer base. **What do you dislike about Planhat?** It can be a little overwhelming in the beginning especially if you and your team is using a platform like this for the 1st time. Make sure to plan a phased implementation so you can ensure you absorb all the information and tools it can offer. **What problems is Planhat solving and how is that benefiting you?** Overall it's helping us digest all the information we have on our customers and helping us guide them to a better journey and healthier partnerships. It also automates and facilitates our day to day tasks and reminders so it helps make sure we don't forget simple tasks. ### 12. Let your data work for you **Rating:** 4.5/5.0 stars **Reviewed by:** Sara D. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 08, 2023 **What do you like best about Planhat?** The possibilty to automate certain repetetive processes. Streamlining the way you work for the whole team. Shared portal with the client, so that you both have an overview of what your working on together. And also: so many possibilities when it comes to using your data, creating clear reports, triggering actions, ... **What do you dislike about Planhat?** So many possibilities that it takes a while before you will set up everything you need and want. And also for everyone to understand how it works / where to look. Therefore, I think it's best to just go step by step. Walk before you try to run :) **What problems is Planhat solving and how is that benefiting you?** Streamlining our onboarding process; Having a better overview of our data when it comes to: deadlines, KPIs, risk management; Automatic triggers when possible risks are identified. ### 13. A Game-Changer in Customer Success Management **Rating:** 4.5/5.0 stars **Reviewed by:** Weronika W. | Mid-Market (51-1000 emp.) **Reviewed Date:** June 01, 2023 **What do you like best about Planhat?** I recently had the opportunity to explore Planhat, and I must say that it is an exceptional customer success platform. From its user-friendly interface to its comprehensive features, Planhat exceeded my expectations in every aspect. One of the standout qualities of Planhat is its intuitive and aesthetically pleasing design. Navigating through the platform was a breeze, allowing me to quickly access the information I needed. The interface is thoughtfully organized, ensuring a smooth and efficient workflow. It provides a holistic view of customer data, enabling businesses to gain valuable insights into their customer base. **What do you dislike about Planhat?** Integrating Planhat with Slack would bring significant advantages to businesses utilizing both platforms. Slack is widely used for team communication, and having real-time notifications and updates from Planhat directly within Slack channels would enhance collaboration and streamline workflows **What problems is Planhat solving and how is that benefiting you?** The platform offers a wide range of automation features, such as triggering alerts, automating tasks, and sending personalized messages. These automation features saved us a significant amount of time and allowed us to focus on delivering exceptional customer experiences. ### 14. Great tool to be more efficient in CS **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** November 09, 2023 **What do you like best about Planhat?** Planhat offers an easy-to-use platform with powerful automation, simplifying task management and boosting efficiency. Its intuitive interface ensures quick learnability, while advanced filters and reporting functionalities provide deep customer insights. The whole Planhat team (from Sales representatives over CSMs and TAMs to the Support) provide great service and they are really dedicated to always enhance your overall user experience. **What do you dislike about Planhat?** There is not much. Sometimes I would appreciate more granular permission settings but Planhat always listens to their customers and considers feature requests if it makes sense for the majority of their customers. **What problems is Planhat solving and how is that benefiting you?** 360 view on our customers, reports, data analysis, improvement of processes and collaboration among different teams. ### 15. Gamechanger with room for improvement **Rating:** 4.0/5.0 stars **Reviewed by:** Vilma M. | Customer Success Coordinator, Mid-Market (51-1000 emp.) **Reviewed Date:** November 21, 2023 **What do you like best about Planhat?** It feels like there are endless possibilities with the platform. It has helped us to gain insights, get a better overview and understand our customers a lot better. **What do you dislike about Planhat?** I feel like it's quite hard to adapt to Planhat, both as an admin and a user. With a lot of possibilities, it can take some time to implement. **What problems is Planhat solving and how is that benefiting you?** Getting all our data in one platform. ### 16. A Brilliant CS Platform **Rating:** 5.0/5.0 stars **Reviewed by:** Laurence H. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 26, 2023 **What do you like best about Planhat?** Planhat has been game-changing for us, enabling us to visualise all our customer information, data, health and any associated risks simultaneously - something that we had always struggled with previously. With its incredibly simple, out-of-the-box integrations with Zendesk, Salesforce and Jira, Planhat was up and running in a matter of weeks and has become the central source of truth for all customer-related information, allowing us to move much quicker in making data-driven decisions. The data displays and use of filters (once you get familiar with it) make visualising information incredibly easy and gives us the flexibility needed to support the demands and requirements of different departments in the company. Configuration and customisation is so simple in Planhat. Field creation, rules and automations are all easy to use, enabling fast updates and changes during projects and initiatives - something that can be much more complex in other CS tools. Similarly, using playbooks to create and govern internal and customer-facing projects has been very straightforward and valuable in ensuring repeated successful projects. We used to have large, messy spreadsheets of customer data points that wouldn't fit our other tools, such as Salesforce. As this was difficult to use and maintain, the value of the data was lost and rarely utilised. We can now migrate all this into Planhat, giving us a space to create dashboards and filtered views of the data, unlocking its value of it for all teams across the company. The unlimited-seats approach is a unique advantage for Planhat too - it allows a better integration of our CS function into the wider teams and departments. Customer Success is not only an individual department but something that the whole business needs to work towards to create the best customer outcomes. Giving the entire company access to Planaht is important in ensuring this. Finally, their team is fantastic. Their support throughout the process has been outstanding - sales, implementation, technical consultants, support team, executive management and the ongoing collaboration we have with our dedicated CSM. They are clearly a company that cares for their customers. **What do you dislike about Planhat?** As a smaller company, compared to other CS platform providers, some things in the product would benefit from additional polishing. For example, the display for playbooks could be improved, and sometimes functions don't quite operate as expected (but usually only in minor ways). One area that I would like to see improvement in, is tracking the relationships between customers and partners, where one partner may influence multiple customers. Using email domains to associate partners with specific customers can cause emails and tickets to be associated with accounts incorrectly - which can lead to false impacts on customer health metrics. This is not a challenge that is unique to Planhat though (I've seen the same in Zendesk and Salesforce...), but it is still something that could be improved. Overall, the few imperfections in Planhat are hugely outweighed by the vast number of positive benefits that it's brought to us, both as a CS team, and in the wider business. Planhat is brilliant, and I wish we'd implemented it years ago! **What problems is Planhat solving and how is that benefiting you?** We had multiple sources of data, without overlap. Many teams could not see all the key information in different applicatins (due to licensing costs), and so getting a clear 360 view of the customer was difficult. Planhat brings all our data into a single location, and enables us to sort, filter and display it in ways that support data-driven decisions. ### 17. Planhat - Super flexible, super customizable, easy to set up, easy to get lost in options **Rating:** 4.5/5.0 stars **Reviewed by:** Geoffrey T. | Sr. CSM, Computer Software, Small-Business (50 or fewer emp.) **Reviewed Date:** May 25, 2023 **What do you like best about Planhat?** As a CSM-centric Platform, Platform has robust capabilities and is highly customizable. The ease of basic configuration was near perfect and the supporting CSM and TAMs are awesome. Great customer support. While we are relatively new to the tool with much in the way of optimization ahead of us, I am confident it will continue to meet and exceed our expectations. When evaluating PH against other platforms they checked most of the boxes and all of the must have boxes. I look forward to making the most out of the platform for years to come. **What do you dislike about Planhat?** The UI is not extremely modern and can, at times, be a bit cumbersome until you get the feel of things. Getting the team on board and focused on the important topics can be a bit challenging as a result because each user can easily get lost or distracted by some shiny object in the app. That said, that "disadvantage" is also its secret super-power because it can enable users to create work flows that are more befitting of their preferences that trying to force them through a one size fits all funnel. **What problems is Planhat solving and how is that benefiting you?** Helps to improve efficiencies by providing focus to the important things at the right time and stay engaged with our customers. The unique licensing model also allows the team to promote the tool and their activities within our organization. So not only will we achieve success with our customers, but we will also achieve greater success within our org. Ultimately, this will drive productivity (we're only 6 months in so no supporting facts (yet)) and allow the team to do more, achieve more, and reduce churn. ### 18. Planhat is a phenomenal tool for CSMs to organize their clients and to automate processes **Rating:** 4.5/5.0 stars **Reviewed by:** Andreas H. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 08, 2023 **What do you like best about Planhat?** I love how easy it is to design reports that show the health of my clients. If one of my clients has an activity coming up, it is easy to log the activity and create a daily digest of what is due, what is coming up, and what I can put on the back burner. As you might expect of a company designed to be a tool for customer success, their customer support is awesome too! **What do you dislike about Planhat?** A bug has made it difficult for me to have the transparency I'd like with my management about my clients, resulting in the need to do a lot of manual work. Their dev team is working on a fix. The responsiveness of their support team and CSM gives me confidence that it will be a short-term issue! **What problems is Planhat solving and how is that benefiting you?** Planhat has reduced the need for our department to rely on multiple software and spreadsheets to manage our clients. This has freed up more time to focus on internal company improvements. ### 19. Easy to manage platform with an amazing support structure! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** May 23, 2023 **What do you like best about Planhat?** From an administrative perspective, Planhat is flexible and low maintenance, allowing you to easily configure the solution in line with your CS team's processes. Unlike other solutions on the market, you do not necessarily require a dedicated administrator. If you are not experienced in system configuration, you can rely on Planhat's support team to walk you through the process or design your specific use case. Their response time is quick, and they always have a positive attitude (Even when you are tormenting them with multiple requests). Their care and attention are high, from the implementation of the solution through to the adoption. We have weekly check-ins with Oscar Webb, who works collaboratively with us on our build and processes, and our relationship with Planhat to date feels like a partnership. **What do you dislike about Planhat?** Although the solution is highly customisable, having greater control over the data layout (similar to Salesforce Page Layout capabilities) would be amazing. Having multiple columns under the Data tab would help segment and promote our data more thoughtfully. Our CS team would like to see an improvement in the ability to automatically store Outlook attachments once the emails have been synced to Planhat. Currently, this isn't possible, so it doesn't encourage our users to use Planhat to view their email activity. A dream improvement would be mapping attachments from the CRM integration to reduce the manual workload in uploading contract documents. **What problems is Planhat solving and how is that benefiting you?** Planhat will give our Customer Success team a full view of our customer data, from the point that they are onboarded through to churn. It will reduce manual workload and provide more significant insights into our customer's usage and adoption of our product. ### 20. Happy to be back! **Rating:** 5.0/5.0 stars **Reviewed by:** Sara S. | Customer Success Team Lead, Mid-Market (51-1000 emp.) **Reviewed Date:** May 22, 2023 **What do you like best about Planhat?** I used to work with Planhat in a company I used to work for, and after some years I could choose my new CRM... I didn't hesitate, I wanted Planhat back. We used to work with Sabrina back then and we work with Bethany now, couldn't be luckier to count on them and their knowledge! **What do you dislike about Planhat?** You can find the same kinds of information in more than one place, but they're different bits, so it can get a bit confusing sometimes. EG: the NPS. I would have everything related to it (results and reports) within the same tab. **What problems is Planhat solving and how is that benefiting you?** We didn't have a clear view of our customer's information. We are still trying to put everything in order and make sure all data is properly displayed, but with Planhat we can even spare to have licenses of other platforms (such as Zendesk, or JIRA) since everything can be checked within Planhat thanks to the API integrations. ### 21. Good tool for our CS team! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Human Resources | Small-Business (50 or fewer emp.) **Reviewed Date:** May 22, 2023 **What do you like best about Planhat?** Using Planhat, we'll have a seamless handoff from Sales to Implementation then Customer Success. It has increased the efficiency of the team by the use of workflow automation triggers and alerts. **What do you dislike about Planhat?** We are unable to integrate the licenses from Hubspot to Planhat. Therefore, we have to manually add the licenses/products every time there are new customers. I hope we can use the Projects Data Model effectively. Our Implementation team will also use Planhat, but we will have to use playbooks instead of an effective way to track on-boarding activities/tasks. If using Windows, users are unable to scroll to the right. **What problems is Planhat solving and how is that benefiting you?** The lack of visibility into our customer data is one of the core business challenges Sprout has because it is siloed in different systems - Hubspot, Zendesk, Xero, Pendo, Power BI, Gmail and Google Sheets. Efficient management of data is needed to be able to increase customer loyalty, support our clients needs and find opportunities in ways we have yet to explore. ### 22. Extremely good and impressive CSM software **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** November 14, 2023 **What do you like best about Planhat?** Super easy to implement. Super easy to navigate. Super valuable insights. As a professional CSM organisation, we've levelled up after implementing Planhat. **What do you dislike about Planhat?** Frequent updates aren't always well documented, leaving you guessing how a new feature works or wondering why something has changed. They are quick to respond, though, when asking for help. **What problems is Planhat solving and how is that benefiting you?** Actionable insights and a clear / collected overview of our customers. ### 23. A must-have tool for teams across the company **Rating:** 4.5/5.0 stars **Reviewed by:** Margaux G. | Product Marketing Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** May 17, 2023 **What do you like best about Planhat?** Planhat covers a broad range of data, useful for several teams across the company. I used it as a CSM, for my Project Manager/CSM team and now as a Product Marketing Manager. As a CSM, it allowed me to gather a detailed overview on my accounts portfolio (objectives, ARR, health, contacts etc.), organising playbooks for onboarding purposes, saving meetings notes and reports, scheduling alerts and reminders. As a team lead, I was able to gather insights into my team's portfolio through dashboards I created and do a great day-to-day follow up job. And now, as a PMM, I continue using Planhat to follow-up on our customers and to better understand why we win or loose deals. I also enjoy the excellent accompaniement given by the CSM and support team! Always there to help! **What do you dislike about Planhat?** Planhat offers so many possibilities that it can be a bit difficult to understand how things work without the help of a CSM. Sometimes dashboards also lack a bit of flexibility. **What problems is Planhat solving and how is that benefiting you?** Planhat is THE tool to look at when it comes to customer journey and qualitative data. It centralises and stores all the most important information on one single tool and makes it easy to visualize and follow up. ### 24. Comprehensive CS platform with great a customer success team **Rating:** 4.5/5.0 stars **Reviewed by:** Juliana E. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 18, 2023 **What do you like best about Planhat?** Planhat has all the features that a Customer Success team needs to operate well. I particularly like the various filters that can be created to understand how we're doing in each part of the customer journey. In addition, their intelligence model is a great way to keep stakeholders from outside of the CS organization up to date on how we are doing. Finally, I appreciate our close relationship with Planhat's CS and TAM teams. Shout out to Simon, our CSM! **What do you dislike about Planhat?** The more advanced parts of planhat still require more technical knowledge than a regular CS team has. Their TAM team provides support, but it would be better to have the autonomy to configure these things ourselves. **What problems is Planhat solving and how is that benefiting you?** 1) CRM for existing customers: all of our interactions with customers are kept in the same place. 2) Customer journey management 3) Customer Onboarding 5) Renewal management 4) NPS 5) Key CS Metrics ### 25. User-friendly and allows effective analysis of customer data. Excellent customer support. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** November 10, 2023 **What do you like best about Planhat?** The software is very intuitive to use. Most of the things coulbe be figured out from the get-go. The abilty to slice and dice customer data using filters is also quite helpful. Fantactic team, especially the customer support is superb. **What do you dislike about Planhat?** There's room for improvement for ease of integration. **What problems is Planhat solving and how is that benefiting you?** Customer data visibility and analysis. Better organization of customer communication, planning of customer activities. ### 26. A comprehensive Customer Success tool for Customer Success Managers **Rating:** 4.5/5.0 stars **Reviewed by:** Stephanie L. | Mid-Market (51-1000 emp.) **Reviewed Date:** June 01, 2023 **What do you like best about Planhat?** How the tool is built Company vs Users, the beauty of the reporting options (Customer Intelligence), how easy it is to update a situation on an account, the flexibility of getting the result you want for your company. **What do you dislike about Planhat?** The implementation is lengthy. We need to get more prepared for it, it is not key in hand type of delivery. So the time constraints pre-usage. We could also enhance the user experience by having a pre-built dashboard for each CSM to control their activities better as an option to start. **What problems is Planhat solving and how is that benefiting you?** Having one tool for my entire team, all with different touch, still one tool. ### 27. Very happy CS team **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Staffing and Recruiting | Mid-Market (51-1000 emp.) **Reviewed Date:** May 11, 2023 **What do you like best about Planhat?** We chose Planhat over similar platforms because it allowed us to easily manage customer relations rather than just reporting risk and churn. We now have complete visibility of every customer, clear health metrics, playbooks and usage reports. Planhat is easy to use daily and is a pleasure to spend time in. We've also got on well with our CSM, who has always been on call to set up and optimise the platform to our particular requirements, answer questions and ensure we can maximise value from Planhat. **What do you dislike about Planhat?** We'd love an integration with Zoho; hopefully, it's moving up the pipeline. I personally struggle with the customer intelligence section. There are almost too many customisations which means the average user may struggle to translate what they want into reality. Also, automated reports emailed to stakeholders would be fab. **What problems is Planhat solving and how is that benefiting you?** Previously there was no central place to record all customer meetings, actions and usage of their subscription. Planhat gives us that which ultimately gives the whole business more confidence. ### 28. Must have tool **Rating:** 4.5/5.0 stars **Reviewed by:** Morgane S. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** May 11, 2023 **What do you like best about Planhat?** It is very useful to have a very complete overview of the account : the ARR, all the related documents (that we can classify by files), the important notes that you can pin, the CSM score. Also, the playbooks that you can create are very easy to use and useful in order to be more efficient and tick the boxes for important processes such as the onboarding or churn battles for example. The modulability of the welcome page table is very useful to personnalise your overview or do a batch action. The alerts before the renewals and the automatic playbooks are useful reminders. It is a very user friendly tool, and clearly my favorite CRM ! **What do you dislike about Planhat?** The fact that you cannot transfer all the files in the accounts when you switch from one company to another (in a situation of acquisition for ex) **What problems is Planhat solving and how is that benefiting you?** Very easy to use CRM to be efficient in day to day client management (onboarding, health management - NPS alerts, health score..., renewal) ### 29. My every day, working with PlanHat **Rating:** 4.5/5.0 stars **Reviewed by:** Zehavit B. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 22, 2023 **What do you like best about Planhat?** All the available functions and its interface are friendly to the user. Has a wide variety of options for both CSM's and administrator users, reliable support and up-to-date with CS best practices. The system allows us to manage our customer portfolio better and have clear insights into the accounts. Our risk management has also been improved due to PH, and we are now moving from reactive to proactive when it comes to risk. **What do you dislike about Planhat?** The SF integration took too much time than expected. I believe that if a technical persona from PH was involved in the sales discovery calls, then I'm sure we could cut down the back and forth with customizing the environments and the modules to our needs. **What problems is Planhat solving and how is that benefiting you?** All of the above, The customer journey is well-optimized, and the health score is appropriately reflected. The customer data is updated in one platform, helping us to track the customer information and usage in one place. The CSM's efficiency increased. ### 30. Clearly organising my client management process **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Services | Mid-Market (51-1000 emp.) **Reviewed Date:** October 09, 2023 **What do you like best about Planhat?** The best thing about Planhat is its workflow ability. Setting up different flows for clients at different stages allows me to prioritise well and see where my efforts are needed in an instant. **What do you dislike about Planhat?** The only aspect Planhat could improve is its syncing ability. Sometimes, I find emails and events not synced correctly from my other tools. **What problems is Planhat solving and how is that benefiting you?** - Organisation - Prioritisation - Company mapping - Commercial strategy planning - Following up with clients ### 31. Great tool for Customer Success teams **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Writing and Editing | Mid-Market (51-1000 emp.) **Reviewed Date:** May 23, 2023 **What do you like best about Planhat?** Planhat is a potent and versatile tool for teams that manage both lower-tier and enterprise customers. It gives the user much freedom when building your own metrics, dashboards, filters, and automations. The documentation is comprehensive, and the support team is superb. Not only very helpful but almost always amazingly kind. After 1,5 years of using it, I can also say that Planhat is committed to constant change and development of the product. **What do you dislike about Planhat?** Some of the more advanced features require at least a little bit of understanding of code and formulas, but the support team can usually help with that. **What problems is Planhat solving and how is that benefiting you?** Planhat lets me track the whole customer journey and product usage. It allows me to automate customer communication and monitor their health and engagement. I can also create bespoke dashboards for each team member to facilitate their cs processes. ### 32. Obsessed with this platform **Rating:** 5.0/5.0 stars **Reviewed by:** Nicole C. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 15, 2023 **What do you like best about Planhat?** I love how easy to use this platform is. It has improved my workflow tremendously between tracking workflows, assigning myself tasks & next steps, logging calls, and managing all of my accounts. Unlike previous platforms I've used, I look forward to working on Planhat. It is so customizable, which is great for each individual's workflows and styles. 10/10 love Planhat **What do you dislike about Planhat?** Hard to think of any. The only minor thing I would request is not having to refresh the page after specific actions **What problems is Planhat solving and how is that benefiting you?** Client management, revenue & opportunity tracking, etc. ### 33. A good solution allowing to win time on client portfolio Management **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** November 14, 2023 **What do you like best about Planhat?** Planhat helps to have an overview of our portfolio and gather every informartions in one place. It allows to save time in client management and to have every information in one place. There is lot of filters and multiples possibility to adapt to our solutions. **What do you dislike about Planhat?** Maybe a bit too much possibilities of managing the account. Sometimes some essentials informations are losts. **What problems is Planhat solving and how is that benefiting you?** Planhat is allowing me to oversee all my portfolio (last touchpoint / QBR / opportunities) and it saves me a lot of time to know my next actions. ### 34. A very useful tool **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Professional Training & Coaching | Mid-Market (51-1000 emp.) **Reviewed Date:** November 20, 2023 **What do you like best about Planhat?** A CRM that's easy to understand on a day-to-day basis. Rather complete in its range of functions. I use it every day and it's an indispensable tool in our team. **What do you dislike about Planhat?** The personalization of template emails could be improved. Follow-up reports/dashboards could be improved and offer better ergonomics. using the portal client is a good idea, but not optimal over time (accumulation of content, etc.) **What problems is Planhat solving and how is that benefiting you?** Planhat makes it possible to track all customer topics (conversations, health, etc.), making it an indispensable tool for customer success managers. ### 35. Customer platform you cannot live without **Rating:** 5.0/5.0 stars **Reviewed by:** Kitti M. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 15, 2023 **What do you like best about Planhat?** CSM can easily see their customer portfolio and related updates. They can follow up on their targets and progress and get notified whenever an action is required. Managers also have a brilliant overview of the activities and can report on various metrics. **What do you dislike about Planhat?** The customer 360 views could be enhanced with more links to show past activities (opportunities and playbooks completed and archived). Lack of ability to export the content of playbook templates. **What problems is Planhat solving and how is that benefiting you?** Notifications and alerts to the customer-owner, which reduces manual work. Tracking productivity and team performance with the help of dashboards and metrics. Customer related data captured in one single tool. ### 36. Very Useful Automation Tool **Rating:** 4.0/5.0 stars **Reviewed by:** Michael M. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 22, 2023 **What do you like best about Planhat?** The share portal is my favourite feature; it really saves on time spent emailing clients and means there is an easy and agreed way to share updates. Automated emails are also extremely helpful in reducing admin burden **What do you dislike about Planhat?** There is quite a steep learning curve to get to grips with the software, but once up and running it is extremely helpful Quite a few bugs (like any fast-developing software :) ) **What problems is Planhat solving and how is that benefiting you?** Tracking client requests and helping prioritise those requests which carry more importance. Overall healthscore review means I can focus my time on clients who need it most ### 37. Amazing CS tool! **Rating:** 4.5/5.0 stars **Reviewed by:** Jelena G. | Small-Business (50 or fewer emp.) **Reviewed Date:** November 10, 2023 **What do you like best about Planhat?** - great functionalities - good overview of your clients - constantly updated and improved - take feedback very seriously **What do you dislike about Planhat?** Sometimes a little confusing to use when one hasn't a lot of technical knowledge **What problems is Planhat solving and how is that benefiting you?** Giving us an overview of the health of our clients and the tasks attached, revenue management ### 38. Simple Integration and Great Customer Success Team **Rating:** 4.5/5.0 stars **Reviewed by:** Mike D. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 15, 2023 **What do you like best about Planhat?** The initial implementation is quick and painless. Once field mapping is complete, the point-and-click integration between Planhat and CRM platforms is a breeze. **What do you dislike about Planhat?** As with many newer products, some product documentation is still catching up to the platform and can be misleading during implementation. Luckily, the customer success team is there to fill the gaps and help along the way. **What problems is Planhat solving and how is that benefiting you?** Allows our Customer Success team to have full visibility into the customers journey and prescribe the right actions at the right time during the lifecycle. It also allows us to scale faster with our customers with repeatable digital interactions. ### 39. Good for high level summary, not great for details **Rating:** 1.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** May 31, 2023 **What do you like best about Planhat?** Overall Account summary screen + the chat help is useful **What do you dislike about Planhat?** it is very clunky & cumbersome for tracking/visualising previouly held calls/conservations - these means it is like adding call information 'for the sake of it' rather than providing a useful means of extracting the information about key conservations. This software appears geared at less complex customer sitations, i deal with enterprise software for compelx cusotmers. Many data inaccuracies which adds time to my day as our LT relies on the data being accurate. **What problems is Planhat solving and how is that benefiting you?** the problem it solves for me is we are mandated to use this tool, so I aovid being on-complient with our internal processes by useing it - I therefore use it in the hope that the rollup of the data I input may help others. ### 40. Intelligent tool to scale CX! Cracking team **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer & Network Security | Mid-Market (51-1000 emp.) **Reviewed Date:** November 10, 2023 **What do you like best about Planhat?** The ability to quickly turn data into answers - with visuals that tell a story. **What do you dislike about Planhat?** Lack of flexibility to set conditions - the overall health profile scores are not 100% reliable based on subjectivity of our own good/bad customer health. We're having to do adoption health off-platform and will then plug it back in. **What problems is Planhat solving and how is that benefiting you?** Giving us an overall high level score per customer - helps to take a data driven focus compared to gut! Also seeing gaps in accounts data points eg people, relationships, usage. ### 41. A great choice for any CS Team **Rating:** 5.0/5.0 stars **Reviewed by:** Michael E. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 04, 2023 **What do you like best about Planhat?** Planhat is what I have been missing for quite some time, a dedicated CS Platform. It focuses on the customers and the contacts (end users) that make up the people relationship for your business. They provide powerful features for automating the manual tasks that go into Customer Success and provide structure with easy-to-use playbooks and page views. The team can track and log their tasks and engagement quickly and efficiently. For what I like best, Planhat is beautiful and highly adaptable. There are so many things you could do, and more I could envision us doing in the future. As expected from a CS tool, their Customer Success and Support are top-class. **What do you dislike about Planhat?** There is a bit of a learning curve around automation and formulas, which probably could be more apparent in the tool; however, this is nothing that hinders you, thanks to a strong support team and a quite comprehensive knowledge base. I am looking forward to how they will expand on forms currently limited to NPS, and I would also like to see a time and meeting tracker in Planhat and some options for sharing processes, charts, and project plans (portal or otherwise) with clients. What they really need is time to grow into what they want to be. **What problems is Planhat solving and how is that benefiting you?** Planhat helps our business to manage the client lifecycle. Providing structure, Manage engagements, Speed up processes and provide insight into client activities and outcomes. ### 42. Everything you need in once Place! **Rating:** 5.0/5.0 stars **Reviewed by:** Lelaina v. | Customer Success Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** June 05, 2023 **What do you like best about Planhat?** Everthing is well organised and structured. As a customer success manager, this helps me keep track of all my accounts at all times. You can customise what information you would like to see and makes data organisation so much easier **What do you dislike about Planhat?** There is nothing I don't like about Planhat **What problems is Planhat solving and how is that benefiting you?** Customer Data Organising. I can easily see which customers are up for renewal and which customers need user onboardings. I can email customers from Planhat and track whether or not emails have been opened ### 43. A bit buggy but has a lot of potential **Rating:** 3.5/5.0 stars **Reviewed by:** Emelie N. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** May 18, 2022 **What do you like best about Planhat?** The ability to collect almost all information regerding our customers in one place. I also really appreciate that you have a Slack integration cuz I can let go and then be reminded when something is ready. **What do you dislike about Planhat?** The bugs, as with any software. For example the activity byg where they won't show on correct date. That makes is higly likely to miss action points. In some areas (very few tho) it's a bit unflexible. I think Issues tab is the only area I can think of now. **What problems is Planhat solving and how is that benefiting you?** My most used feature is the activities which I'd be helpless without. I have actually been the one pushing for all of us to really start using both activiteies and notification to keep better track. But also it has made our work with renewal of contract much easier. ### 44. Perfect for all your CS Needs **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** March 31, 2023 **What do you like best about Planhat?** PlanHat helps you get organized and best of all, not leave your customers waiting. You can automate processes and create playbooks that guide CSM's through your processes with any customer. When set up correctly, this tool could significantly reduce CSM onboarding since it will walk them through each step you would like them to take with a customer and makes "forgetting to send that one email tp that one customer customer" a thing of the past. **What do you dislike about Planhat?** There is a good amount of setup involved but this is to be expected with a platform with such vast functionality. It honestly could be worse plus you will have a CSM from PlanHat to lean on if you need help. **What problems is Planhat solving and how is that benefiting you?** We are all human. PlanHat helps us not forget crucial steps when managing relationships with our customers. It also is the perfect place to build your "source of truth" when it comes to customer data. ### 45. Good product for CSM **Rating:** 4.0/5.0 stars **Reviewed by:** Salma T. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 23, 2023 **What do you like best about Planhat?** the fact that we can handle our clients from the onboarding to the success stage in one plateform is really good. Planhat can integrate with many plateforms such as invoicing platforms, intercom, our own solution ... **What do you dislike about Planhat?** Planhat has a lot of hidden functions that are quite diffuclt to find. Usually our CSM has answers and suggestions for us, but I would never be able to fully use it without Sam's guidance The analytics section could be improved. **What problems is Planhat solving and how is that benefiting you?** all in one platform for our CSM team. ### 46. SVP, Customer Success **Rating:** 5.0/5.0 stars **Reviewed by:** Rich P. | VP, Customer Success, Mid-Market (51-1000 emp.) **Reviewed Date:** May 17, 2023 **What do you like best about Planhat?** Strong self-service experience Strong CS experience (onboarding) Flexible and modular (able to build custom solutions are your needs mature you won't outgrow) Powerful data model (custom calcs, time series, etc.) Custom objects as you mature Forces you into a strong financials data model and once the data is in all of the financials reporting is out of the box In app-support chat is the best Help centre documentation is robust **What do you dislike about Planhat?** Missing integrations with HubSpot deals for pipeline visibility **What problems is Planhat solving and how is that benefiting you?** Planhat is proving a single view of our customers and managing our Customer Success workflows. It's a productivity tool for our CS team and a reporting tool for the rest of the organization to understand the status and health of our customers across usage, revenue, journey, etc. ### 47. Pretty good tool, great contact and awesome support **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Human Resources | Mid-Market (51-1000 emp.) **Reviewed Date:** November 10, 2023 **What do you like best about Planhat?** Platform support Possibility to tweak A lot of insights! **What do you dislike about Planhat?** Dashboarding could be better Missing time stamps Opportunity model is to weak for us **What problems is Planhat solving and how is that benefiting you?** Health of customers One process for all client teams ### 48. really convenient to be able to track and manage most of my workload on a single platform **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Hardware | Mid-Market (51-1000 emp.) **Reviewed Date:** July 25, 2023 **What do you like best about Planhat?** The flexibility to filter and organise in many different ways all kind of data. **What do you dislike about Planhat?** There is nothing I dislike really. All positive so far **What problems is Planhat solving and how is that benefiting you?** It really saves me time. Before that, I was maintening Excel spreasheet. Now I am updating everything in Planhat. It also reduces the risk of errors. I can really track easily some of the key metrics and have visibility on it at any time. I can prioritorise my work and track progress. There is less risks of missing important steps. ### 49. The Best Tool to Scale your CS Operations **Rating:** 5.0/5.0 stars **Reviewed by:** Amanda S. | Mid-Market (51-1000 emp.) **Reviewed Date:** June 21, 2023 **What do you like best about Planhat?** I love the system structure and its data model. It allows us to automate all CS processes, increasing our team members' productivity. We organized our customer data to drive deeper insights, establish proper governance, and set a continuous improvement backlog for our operations. **What do you dislike about Planhat?** Some features could be better integrated so we could have a seamless process. **What problems is Planhat solving and how is that benefiting you?** I want to scale our CS Operations. ### 50. Excellent choice for CSM Platform **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Education Management | Mid-Market (51-1000 emp.) **Reviewed Date:** July 17, 2023 **What do you like best about Planhat?** All customer information consolidated into a single pane of glass. The reporting capabilities and playbooks, have enhanced efficiency and consistency across our CSM team. **What do you dislike about Planhat?** Nothing as of now. The tool is helping us the way as it is expected. **What problems is Planhat solving and how is that benefiting you?** We relied heavily on manual sheets with some level of automation but having all the CSM related metrics & processes in a one view has helped to get over siloed approach. Features like, portfolio, revenue review and automations to send alerts to csm teams has helped a lot. ## Planhat Discussions - [It shouldbe good if we can export the changes etc on Playbooks or have a clear idea on NPS score expectations.](https://www.g2.com/discussions/it-shouldbe-good-if-we-can-export-the-changes-etc-on-playbooks-or-have-a-clear-idea-on-nps-score-expectations) - 1 comment, 1 upvote - [How can I, launch two simultaneos NPScampaings](https://www.g2.com/discussions/how-can-i-launch-two-simultaneos-npscampaings) - 1 comment, 1 upvote - [What's the best way to manage crossell opportunities on planhat?](https://www.g2.com/discussions/40995-what-s-the-best-way-to-manage-crossell-opportunities-on-planhat) - 1 comment, 1 upvote - [How long did it take to implement?](https://www.g2.com/discussions/49802-how-long-did-it-take-to-implement) - 2 comments - [View Planhat pricing details and edition comparison](https://www.g2.com/products/planhat/reviews?page=10&qs=pros-and-cons§ion=pricing&secure%5Bexpires_at%5D=2026-07-11+21%3A25%3A29+-0500&secure%5Bsession_id%5D=250e6592-26ef-4108-8b6d-3af26649b14d&secure%5Btoken%5D=d26f82558d73897612598236f4fffff7d7a86b7995e7de27f8877d63ef417ffd&format=llm_user) ## Planhat Integrations - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - [Aha!](https://www.g2.com/products/aha/reviews) - [Boostworks](https://www.g2.com/products/boostworks/reviews) - [Claude](https://www.g2.com/products/claude-2025-12-11/reviews) - [Digibee](https://www.g2.com/products/digibee/reviews) - [Dotdigital](https://www.g2.com/products/dotdigital/reviews) - [Fathom](https://www.g2.com/products/fathom-video/reviews) - [Fin](https://www.g2.com/products/fin/reviews) - [Fin2 by Intercom](https://www.g2.com/products/fin2-by-intercom/reviews) - [Fireflies.ai](https://www.g2.com/products/fireflies-ai/reviews) - [Freshdesk](https://www.g2.com/products/freshdesk/reviews) - [GitHub](https://www.g2.com/products/github/reviews) - [Gong](https://www.g2.com/products/gong/reviews) - [Google Cloud BigQuery](https://www.g2.com/products/google-cloud-bigquery/reviews) - [Google Workspace](https://www.g2.com/products/google-workspace/reviews) - [HubSpot Marketing Hub](https://www.g2.com/products/hubspot-marketing-hub/reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - [HubSpot Service Hub](https://www.g2.com/products/hubspot-service-hub/reviews) - [Insightly CRM](https://www.g2.com/products/insightly-crm/reviews) - [Jira](https://www.g2.com/products/jira/reviews) - [Microsoft 365](https://www.g2.com/products/microsoft365/reviews) - [Microsoft SQL Server](https://www.g2.com/products/microsoft-sql-server/reviews) - [Mixpanel](https://www.g2.com/products/mixpanel/reviews) - [Pendo](https://www.g2.com/products/pendo-io-pendo/reviews) - [PlanMill ERP Cloud](https://www.g2.com/products/planmill-erp-cloud/reviews) - [Proactivanet](https://www.g2.com/products/proactivanet/reviews) - [Productsup](https://www.g2.com/products/productsup/reviews) - [Qualtrics Customer Experience](https://www.g2.com/products/qualtrics-customer-experience/reviews) - [RedeApp](https://www.g2.com/products/redeapp-redeapp/reviews) - [Salesforce Agentforce](https://www.g2.com/products/salesforce-agentforce/reviews) - [Salesforce Headless 360 Platform (formerly Salesforce Platform)](https://www.g2.com/products/agentforce-360-platform-formerly-salesforce-platform/reviews) - [Salesloft](https://www.g2.com/products/salesloft/reviews) - [SAP Cloud ERP (SAP S/4HANA Cloud)](https://www.g2.com/products/sap-cloud-erp-sap-s-4hana-cloud/reviews) - [Showell](https://www.g2.com/products/showell/reviews) - [Slack](https://www.g2.com/products/slack/reviews) - [Snowflake](https://www.g2.com/products/snowflake/reviews) - [Tableau](https://www.g2.com/products/tableau/reviews) - [Typeform](https://www.g2.com/products/typeform/reviews) - [Workfront](https://www.g2.com/products/workfront/reviews) - [Younium](https://www.g2.com/products/younium/reviews) - [Zapier](https://www.g2.com/products/zapier/reviews) - [Zendesk for Customer Service](https://www.g2.com/products/zendesk-for-customer-service/reviews) ## Planhat Features **Sales Force Automation** - Contact & Account Management - Partner Relationship Mgmt. (PRM) - Opportunity & Pipeline Mgmt. - Task / Activity Management - Territory & Quota Management - Desktop Integration - Product & Price List Management - Quote & Order Management - Customer Contract Management **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics **Customer Information** - Customer Health Scores - Customer Monitoring - Customer Profiles - Playbooks - Customer Segments - Product Engagement - Surveys **Billing and Payments** - Payment Terms - Personalized Billing - Custom Pricing **Product Analytics** - Account-Level Analytics - User-Level Analytics - Segmentation - Funnels - Alerts - Multi-Product Analytics - User Scoring - Integrations **Data Sourcing** - Data Enrichment - Expandability - Content Marketing - Multiple Devices **Sales Team** - Flexible Sales Process - Training Mode - Playbooks **Platform Basics** - Templates - Exporting - Multi-user Access and Collaboration - Multiple Personas - Data Analytics **Content** - Document Collaboration - Versioning - E-Signature - File Request - Feedback **Responses** - Personalization - Route To Human - Natural Language Understanding (NLU) **Onboarding Setup** - Workflows - Templates - Checklists **Automation - AI Agents** - Sales Follow-Up - Customer Interaction Automation - Lead Generation - Document Processing - Feedback Collection **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics **Predictions** - Churn Risk - Upsell Opportunities - Custom Triggers - Machine Learning **Revenue Recognition** - Usage Tracking - Deferred Revenue - Revenue Accrual **Intelligence** - Marketing Metrics - Predictive Modeling - Recommendation Engine **Intelligence** - Opportunity Identification - Zero-touch Renewals - Smart Content **Collaboration** - Billing and Invoicing - Instant Messaging - Project Management - Analytics - Time Tracking - Mobile Application **Platform** - Conversation Editor - Integration - Human-In-The-Loop **Project Tracking** - Monitoring - Resources - Content - Tasks - Optimization **Autonomy - AI Agents** - Independent Decision Making - Adaptive Responses - Task Execution - Problem Solving **Agentic AI - Product Analytics** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Proactive Assistance **Agentic AI - Customer Journey Mapping** - Autonomous Task Execution **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Platform** - Reporting & Dashboards - API & Integrations - Data Import & Export Tools - Workflow Capability - Notifications - Customization - Scalability - Data Security - Performance & Reliability - User, Role, and Access Management **Revenue Optimization** - At-Risk Customers - Offer Optimization - Customer Churn - Revenue Forecasting **Mapping** - Multiple Org Charts - Stakeholder Roles **Customer Engagement** - Portal - Engagement - Branding - Visibility - Collaboration **Generative AI** - AI Text Generation - AI Text Summarization **Agentic AI - AI Agents** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Behavioral Analytics - Product Analytics** - Multi-Product Analytics - User level Analytics - Account level Analytics - Segmentation - Funnels **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support **Functionality** - Identification - Correction - Normalization - Preventative Cleaning - Data Matching **Generative AI** - AI Text Generation - AI Text Summarization **Agentic AI - Customer Revenue Optimization** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Platform Infrastructure - Product Analytics** - Cross System integrations - Alerts - Integrations **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation **Management** - Reporting - Automation - Quality Audits - Dashboard - Governance **Agentic AI - Customer Success** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Natural Language Interaction - Proactive Assistance **AI driven optimization - Product Analytics** - User scoring - Adaptive learning - Automated insights - Autonomous task execution **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications **Generative AI** - AI Text Generation - AI Text Summarization **Generative AI** - AI Text Generation **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making ## Top Planhat Alternatives - [Custify](https://www.g2.com/products/custify/reviews) - 4.7/5.0 (506 reviews) - [Totango](https://www.g2.com/products/totango/reviews) - 4.3/5.0 (1,140 reviews) - [ChurnZero](https://www.g2.com/products/churnzero/reviews) - 4.7/5.0 (1,590 reviews)