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Planhat

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882 reviews
  • 1 profiles
  • 11 categories
Average star rating
4.5
#1 in 3 categories
Grid® leader
Serving customers since
2015
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Star Rating

676
181
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6
3

Planhat Reviews

Review Filters
Profile Name
Star Rating
676
181
16
6
3
Verified User in Computer Software
GC
Verified User in Computer Software
12/09/2025
Validated Reviewer
Verified Current User
Review source: G2 invite

Great for Managing Customer Lifecycles

Planhat provides a clean, intuitive interface that makes it easy to track customer health, manage accounts, and visualize renewal risks at a glance. I really appreciate how customizable the dashboards are. The platform centralizes customer data from multiple systems, which helps reduce manual work and gives us a more accurate view of customer activity. It makes easier for CS, Sales, and Marketing teams to stay aligned.
Verified User in Computer Software
UC
Verified User in Computer Software
11/27/2025
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Great CRM - Best for success!

Looks like a lot of updates have been done.
Sara D.
SD
Sara D.
Customer Success Manager bij MobieTrain
11/20/2025
Validated Reviewer
Review source: Seller invite
Incentivized Review
Translated Using AI

Custom Views and Strong Reporting with Planhat

I appreciate Planhat's ability to provide a clear overview of our customers, their health scores, and satisfaction. The fact that we can use handy playbooks for onboarding and offboarding with Planhat is very beneficial because it ensures consistent execution of processes within the team. Planhat's reporting functionality is also excellent and provides us with valuable insights. What I really love are the customized views per role. This makes it much easier for everyone in our company – whether it's the Customer Success Managers, people from finance, support, sales, or even our CEO – to find exactly the information that is relevant to their role, without feeling overwhelmed by excessive data. For my colleagues who use Planhat less extensively, this significantly lowers the barrier to getting started with the platform.

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HQ Location:
Stockholm, Stockholm County

Social

@Planhat

What is Planhat?

Planhat is a customer platform built to give insights, manage workflow and drive customer experience.

Details

Year Founded
2015