Planhat has been a great platform for our team. The UI is intuitive, and users have found it very easy to adopt. Its integrations with tools like Glean and Salesforce make it especially valuable by bringing our different data sources together in one place.
We have yet to encounter a goal or workflow that Planhat could not support natively, which has made it flexible enough to grow with our needs. The Planhat team has also been excellent to work with throughout the process. They are responsive, helpful, and genuinely invested in our success.
I find the user interface to be pretty intuitive, which means I haven't needed any training to use the tool, even as a secondary user. I like that the licensing model allows unlimited users, which is great because it means my team can access it without being limited by licensing. Otherwise, customer success would likely be the only licensed users.
AI
Verified User in Information Technology and Services
Planhat is a genuinely intuitive tool that supports our CS team every day.
Thanks to Planhat, we now have clear health profiles and insightful dashboards, giving the CS team everything they need to know about each customer at a glance. We've never had this level of visibility before, and we're still optimizing as we gather more data in the tool. Planhat is also updated frequently with new features and improvements, so it's great to see the product getting stronger year over year.
We didn't have health scores before Planhat, but their team and the tool itself made it easy to build them out. Their support team also deserves a shoutout, they respond quickly whenever we have questions.
Performance has been reliable for daily, heavy use. When we first started, we did notice occasional slower response times, but that's been a non issue for the past two years.
For us Planhat is integrated with many other tools in our toolstack and this is working perfectly.
Planhat's recent AI features have added even more value. They make it much easier to analyze all our data without the team having to dig through it manually, which is a real time saver.