# Planhat Reviews **Vendor:** Planhat **Category:** [Customer Success Software](https://www.g2.com/categories/customer-success) **Average Rating:** 4.5/5.0 **Total Reviews:** 926 ## 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 find Planhat to have an **exceptional ease of use** , facilitating smooth adoption and integration into their workflows. (215 reviews) - Users value the **exceptional customer support** from Planhat, enhancing their experience and ensuring successful outcomes. (155 reviews) - Users highly value the **customization options** in Planhat, allowing tailored workflows and personalized reporting for enhanced productivity. (106 reviews) - Users value the **automation efficiency** of Planhat, streamlining processes and enhancing productivity across various tasks. (103 reviews) - Users appreciate the **helpful support** from Planhat's team, enhancing their experience with quick responses and deep expertise. (103 reviews) - Users commend Planhat for its **efficiency** , streamlining post-sales activities and automating workflows to save time. (98 reviews) - Automation (96 reviews) - Integrations (94 reviews) - Users value the **smooth implementation and supportive customer service** from Planhat, enhancing task management and project tracking. (94 reviews) - Insights (81 reviews) **What users dislike:** - Users find the **learning curve quite steep** , making it challenging to master all features and capabilities of Planhat. (113 reviews) - Users note the **complexity** of Planhat, making onboarding and understanding the tool's features challenging at times. (78 reviews) - Users face a **steep learning curve** initially, yet appreciate the support that helps them adapt quickly. (62 reviews) - Users face **integration issues** often, complicating connections between systems and affecting data trustworthiness. (58 reviews) - Users find the **formula fields restrictive** , expressing the need for improved flexibility and automated processes. (56 reviews) - Users note that the **missing features** in Planhat complicate setup, slow performance, and hinder effective use. (54 reviews) - Limited Functionality (52 reviews) - Difficult Learning (42 reviews) - Limited Features (42 reviews) - Limited Customization (40 reviews) ## Planhat Reviews ### 1. Flexible, Intuitive Workflows and Powerful Integrations for Customer Success & Logistics **Rating:** 4.5/5.0 stars **Reviewed by:** John A. | Business Operations Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** April 29, 2026 **What do you like best about Planhat?** Pros: - Highly customizable data structure The platform allows for extensive use of custom fields and filters, making it possible to structure customer data in a way that aligns closely with our operational and business needs. - Strong workflow capabilities Both email workflows and project (workflow) management features are robust and support a wide range of use cases, from onboarding and implementations to ongoing customer operations. - Data visibility and hygiene Certain field types can be highlighted when missing, which improves visibility and helps teams maintain data quality. - Flexible views and data segmentation The ability to create multiple views, group data, and organize fields into logical sections enables different teams (e.g. CSMs, Implementation Managers) to work efficiently within the same system. - AI functionality Built-in AI features are continuously evolving and provide additional value, particularly when integrated into workflows and communication processes. - Custom billing and operational tracking While Planhat offers native billing functionality, we’ve successfully adapted the platform to support our own invoicing and operational tracking processes. - Intuitive project/workflow management Workflow-based project management is easy to understand and implement, even for complex operational processes such as installations, changes, and logistics. - Strong integration capabilities Planhat integrates well with tools like Typeform, Zapier, and internal systems. We’ve also integrated external AI (Claude) into our environment, which works effectively alongside Planhat. - Comprehensive onboarding resources and support There is a significant amount of documentation available for self-learning, and the support team is responsive and helpful when needed. - Powerful automation capabilities The platform enables a high degree of automation and customization, allowing us to streamline complex operational processes. **What do you dislike about Planhat?** - Data duplication for reporting and filtering Creating dashboards or widgets often requires duplicating data across objects (e.g. syncing company-level data to workflows, tasks, or billing objects). This requires additional fields and automations to maintain consistency, which increases complexity and cost. - Reliance on manual data population Many workflows depend on accurate company-level data being populated upfront. While this can be automated to some extent, it requires significant setup and ongoing maintenance. - Complex workflow logic setup Achieving relatively straightforward business logic in workflows can require detailed condition building and careful planning, which increases the setup effort. - Limitations around required fields Not all fields can be visually highlighted when missing, which forces the use of “mandatory” fields. There are also limitations and inconsistencies (particularly within workflows) in how mandatory fields behave. - Limits on views and customization There are caps on the number of object profile views, which can restrict flexibility unless additional cost is incurred. - Usage-based pricing for AI and automations AI usage and automation runs are limited, and exceeding these thresholds results in additional costs. This becomes more relevant at scale. - Edge cases and system limitations While most use cases are technically possible, pushing the platform into more complex or non-standard scenarios can expose bugs or limitations that require support intervention. - Complexity in process control and integrations Maintaining reliable process control across workflows and external integrations requires careful setup and monitoring. Without this, there is a risk of inconsistencies in data or execution. **What problems is Planhat solving and how is that benefiting you?** It helps us onboard our customers, handle and document installations of our product & service, as well as handle the churns. It makes it easy to document new installations, furniture changes and churns. Our company deliverys office furniture which companies subscribe to on a monthly basis. Its improved communication and documentation of the different processes we have. It helps us track a bunch of things throughout these processes, even our invoicing to a certain extent. ### 2. Planhat is at the heart of our CS strategy **Rating:** 5.0/5.0 stars **Reviewed by:** Mikael L. | Manager CSM, Mid-Market (51-1000 emp.) **Reviewed Date:** August 08, 2025 **What do you like best about Planhat?** What I love most about Planhat is the ability to connect data, teams, and weak signals to allow us to act before it's too late. Planhat has become our CS cockpit: everything is centralized there — product usage, CRM data, feedback, risk signals, client interactions, etc. At a glance, we understand the real situation of an account, and most importantly, we know what to do. It is also an incredibly customizable tool: each team can adapt its views, metrics, and workflows to its scope. And with the Calculated Metrics and segmented Health Scores, we finally move away from the "one size fits all" approach. Finally, I love the Chatbot Support that I often use (without even saying hello). It's a very useful support to quickly advance in creating new formulas for custom fields, new Calculated Metrics... It almost always gives me a clear and coherent solution to my problem. And when it happens to hallucinate, a human agent immediately takes over. Hats off! In short, Planhat allows us to see the invisible, collaborate better, and avoid unpleasant surprises. We can no longer say "we didn't know." **What do you dislike about Planhat?** What poses the most difficulty for me in Planhat is managing custom fields and sending mass emails. With each email campaign via sequences, I feel a certain apprehension. The display refresh is sometimes slow, which can lead to temporary inconsistencies — for example, contacts displayed as having already received a scheduled email, contacts in filters where they shouldn't be. This creates stress, but once understood, you just need to wait a few minutes to see things display correctly. My second point of improvement concerns the management of custom fields: We inevitably create a lot to cover business needs, and we quickly lose clarity: similar but different names, duplicates, unclear uses... **What problems is Planhat solving and how is that benefiting you?** Before Planhat, our customer data was scattered between Salesforce, Pendo, BigQuery, our emails, our support tools... It was almost impossible to have a clear, up-to-date, and usable view of the health of our accounts. Planhat centralizes all of this: strategic information (financial, products, personas), usage data from multiple sources (LumApps Platforms, Pendo, BigQuery), weak signals like drops in activity, absence of key contacts, human interactions (emails, meetings, tickets, tasks). Result: - We prioritize our actions better, - We detect churn risks earlier, - We collaborate better between CSM, AM, support, and product, ### 3. Great foundation, but plan for the investment it needs **Rating:** 4.0/5.0 stars **Reviewed by:** Sunit O. | Head of Customer Success, Small-Business (50 or fewer emp.) **Reviewed Date:** April 22, 2026 **What do you like best about Planhat?** Planhat has genuinely helped us in one area: customer health scoring. Product usage, engagement signals, and commercial data in one place, feeding into a single health score. Valuable, and not easy to replicate elsewhere. **What do you dislike about Planhat?** Getting there took more than we expected. The HubSpot integration works bidirectionally in principle, but setup requires real attention. Field mappings, sync directions, data quality, all of it needs to be right before the platform delivers. We had to clean up our data before Planhat could reflect anything useful back at us. Their Support is responsive, but resolution can take time and you will need to follow up. Onboarding gets you started but don't expect to be held by the hand, you're doing a lot of the figuring out yourself. It's not plug-and-play. Think of it as a swiss army knife, capable of a lot, but only if you know how to use it and are willing to put in the work. Right expectations, right resources: Planhat delivers. Just don't underestimate what it takes to get there. **What problems is Planhat solving and how is that benefiting you?** Planhat has genuinely helped us in one area: customer health scoring. Product usage, engagement signals, and commercial data in one place, feeding into a single health score. Valuable, and not easy to replicate elsewhere. ### 4. A powerful tool for CS & CX **Rating:** 4.0/5.0 stars **Reviewed by:** David D L. | Senior Customer Success Manager, Enterprise (> 1000 emp.) **Reviewed Date:** April 17, 2026 **What do you like best about Planhat?** Planhat’s standout strength is its unrivaled flexibility and data-modeling capabilities. In the cloud security space, our customer health isn’t defined by one or two metrics; it’s a complex tapestry of product usage, security posture, and depth of engagement. Planhat lets us bring these disparate data points together into customised Health Scores. For my CS team, the “playbooks” and automation engine have been great. With each team member managing up to 100 customers, we can’t rely on manual intervention for every milestone. We’ve built automated workflows that trigger off specific technical health indicators, which enables my team to practice “management by exception.” The result is that we stay proactive where it matters most, without getting bogged down in administrative overhead. **What do you dislike about Planhat?** While Planhat is undeniably powerful, its complexity can be a double-edged sword. To really unlock its potential, it takes a significant operational lift. This isn’t a “set it and forget it” tool; to implement it properly at scale, you essentially need a dedicated and highly technical admin. For a fast-moving B2B SaaS company, time-to-value can easily slip if those resources aren’t in place from day one. The transition to the new UI was also a major pain point as we were one of the first adopters and it felt like a beta release. The pricing model would also benefit from greater simplicity and transparency. **What problems is Planhat solving and how is that benefiting you?** The main problem Planhat solves for us is visibility at scale. In the end, Planhat helps us bridge the gap between high-velocity growth and high-quality customer success, so that as we scale, our security-first culture stays at the forefront of every customer interaction. ### 5. An essential CRM **Rating:** 4.0/5.0 stars **Reviewed by:** Awen P. | Head of Account Management - EMEA, Small-Business (50 or fewer emp.) **Reviewed Date:** October 13, 2025 **What do you like best about Planhat?** What makes the difference with Planhat is its ease of use, its modularity that allows it to be a tool truly adapted to our challenges, as well as the quality of support provided by the Planhat CSM teams. On a daily basis, it is a true companion for my teams of Account Managers and Account Directors: everyone benefits from it, whether it's to track user adoption, centralize customer knowledge, or measure commercial effectiveness. **What do you dislike about Planhat?** Creating dashboards is not always intuitive. Furthermore, not being able to easily calculate sums in filtered views can be a disadvantage. **What problems is Planhat solving and how is that benefiting you?** Centralize customer data and make it accessible to the entire organization to better manage its activities. Being able to create, at will, different dashboards without constraints (type or order of data) allows the use of the solution to be adapted to all components of the organization, according to each person's needs. It is an excellent tool for customer relationship management and for managing CSM and Account Management teams. ### 6. A Powerful Customer Success Platform That Rewards Strong Ownership **Rating:** 5.0/5.0 stars **Reviewed by:** Ty R. | Leader of Customer Success for the Americas, Mid-Market (51-1000 emp.) **Reviewed Date:** October 06, 2025 **What do you like best about Planhat?** What I appreciate most about Planhat is how well it scales with the complexity of a real enterprise Customer Success organization. Beyond a strong onboarding experience and responsive support, the platform excels at turning fragmented data into a single, operational source of truth for account health, risk, and opportunity. The visualization and reporting capabilities continue to stand out. Dashboards, health scoring, renewal tracking, and portfolio views allow me to quickly understand where to focus without resorting to manual spreadsheets or external analysis. The automation around activities, reminders, and workflows meaningfully reduces administrative overhead and keeps execution consistent across a large account set. Planhat’s integrations—particularly with Office 365—make it easy to capture meetings, emails, and activity with minimal friction, ensuring account context stays current without extra effort. Over time, this has enabled more proactive engagement, clearer internal alignment, and better executive-level reporting without adding tooling sprawl. Overall, Planhat has become less of a system of record and more of a system of execution for Customer Success. **What do you dislike about Planhat?** Planhat still requires strong ownership to work well. Ongoing configuration, score tuning, and reporting changes aren’t always fast, especially compared to working directly in Excel. Teams without a clear admin or CS ops owner may find it harder to iterate quickly and keep the platform optimized. **What problems is Planhat solving and how is that benefiting you?** Planhat solves the challenge of managing customer health, risk, and renewals at scale by centralizing data, workflows, and reporting in one place. It significantly reduces time spent on manual reporting and admin work, allowing me to focus more on proactive engagement, strategic planning, and high‑value customer conversations. ### 7. Easy-to-Use UI, Powerful Automations, and MVP Support from Planhat **Rating:** 5.0/5.0 stars **Reviewed by:** Lyes K. | IT Project Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** April 14, 2026 **What do you like best about Planhat?** The UI/UX is really easy to use and to navigate between accounts and the logs. Building automations and flow are well documented. And with the native integrations already available makes it even easier to integrate different applications. Enjoying all the data driven feature and how it is easy to build dashboard and reports. The Support Team are the MVPs of Planhat. Always there to help and provide detailed instruction with rich documentation links. Very patiente with the users who learns everything from scratch. The implementation project of Planhat with our Salesforce instance was smooth and short with no hiccups. Fin, the AI chatbot is getting better and better at addressing the questions and providing the links for detailed documentation **What do you dislike about Planhat?** The limitation of not able to recognize deletion or merge of the records that happen in Salesforce ( our main platform) **What problems is Planhat solving and how is that benefiting you?** Our whole Customer Success team moved to using Planhat. This helped smooth internal communication around accounts and opportunities, and it also made it easier to build campaign emails in Planaht. The reporting capabilities have helped CSMs get all the information they need on each account, which has made customer onboarding smoother, as well as the ongoing process and renewals. ### 8. Ultra-flexible platform: the engine of our operational excellence and our CS strategy **Rating:** 5.0/5.0 stars **Reviewed by:** Cedric M. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** April 14, 2026 **What do you like best about Planhat?** Flexibility and Customization: Unlike other rigid solutions, Planhat allows for modeling complex workflows and custom dashboards that perfectly adapt to our specific business processes. • Power of Automation: The implementation of automated "Playbooks" based on precise data triggers has significantly reduced the administrative burden on our CSMs, allowing them to focus on strategic consulting. • Data Integration (Data-first): The ease with which we connect our technical data flows (ITSM) to generate accurate Health Scores is a major asset for anticipating churn and identifying expansion opportunities. **What do you dislike about Planhat?** The learning curve can be a bit demanding at first, simply because the platform offers immense configuration depth. However, once the basic concepts are mastered, this granularity becomes our greatest strength. Even richer documentation with video tutorials would be a plus. **What problems is Planhat solving and how is that benefiting you?** Data silos, responsiveness to risk, and process standardization. Improvement of the renewal rate ### 9. Intuitive, Customer-Centric Platform for Proactive Customer Success **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** May 07, 2026 **What do you like best about Planhat?** What I like best about Planhat is how intuitive and customer-centric the platform is. It gives a complete view of customer health, engagement, and renewal risk all in one place, making it much easier to manage relationships proactively. The automation and reporting capabilities save a huge amount of time, while the flexibility allows teams to tailor workflows and dashboards to fit their exact processes. It’s also very collaborative across departments, helping Customer Success, Sales, and leadership stay aligned on customer outcomes. **What do you dislike about Planhat?** At times the platform can feel a little clunky, particularly when navigating between different areas or configuring more advanced workflows. However, the new UI improvements have made a noticeable difference and the overall experience feels much more modern and streamlined than before. **What problems is Planhat solving and how is that benefiting you?** Planhat has helped us centralize customer data and create more structured, proactive customer success processes. It’s been especially valuable for managing BVRs, workflows, customer notes, migrations, and identifying churn risks early. Having everything in one platform improves visibility across accounts, saves time on manual tasks, and helps ensure customers receive a more consistent and strategic experience throughout their lifecycle. ### 10. Fast, Clean UI with Powerful Integrations for Company-Wide Insights **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** April 28, 2026 **What do you like best about Planhat?** I really like how it collects all the information we need as a company and integrates with so many different software tools, making it easy to pull data from all parts of the business (e.g., sales, marketing, client engagement, etc.). The UI is clean, runs fast, and overall feels straightforward to use. **What do you dislike about Planhat?** I find the notifications in Planhat a bit confusing. I’m not always sure when I’ve been tagged in a thread versus when I’m just receiving a general notification. Also, it isn’t clear what each role actually unlocks. For example, if I’m assigned a specific role in the org, I can edit some things but not others, and it’s hard to understand why. **What problems is Planhat solving and how is that benefiting you?** Planhat is solving years of data being stored in many different locations, making it much more challenging to know where information is stored. Now, Planhat is used as a CSM and has the ability for our team to know exactly how a client is doing, what context we need to have to succeed, and who's at risk of churning from our product. ### 11. Great for Client Tracking **Rating:** 4.0/5.0 stars **Reviewed by:** Jennifer B. | Director, Client Success Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** October 16, 2025 **What do you like best about Planhat?** It continues to be a great tool that has a lot of benefits as a CRM. Their support is amazing, quickly replies, and provides solutions. **What do you dislike about Planhat?** The "coding" that has to be done for items to show up. When I try to add a filter, I have to take what feels like a lot of steps to get it completed. And then when it doesn't work, it takes some time to figure out why. We are a small company, so we continue to grow and put in new processes and procedures that take some time to get added into Planhat. **What problems is Planhat solving and how is that benefiting you?** It is the CRM platform that is allowing the CSM's one place to see their tasks/needs of their clients. ### 12. Glitchy UI/UX and Unreliable Automations Make Planhat Hard to Trust **Rating:** 1.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** April 27, 2026 **What do you like best about Planhat?** There is not anything Planhat does, that I don't prefer on a different platform. **What do you dislike about Planhat?** Planhat takes the features that you will see across many different task management and client management softwares, and makes them less user friendly. I am not a fan of the UI and UX, and the rest of my team feels the same way. It is very glitchy, and often the automations will fail, leading to tasks getting missed or completely messed up. New features are sometimes added, and they tend to make the app somehow worse than it was before. We recently were updated from the previous version to the new version of Planhat, and it is significantly less user friendly, and the UX is miserable. No color variation for ease of navigation, things don't save when you want them to, dates don't stick, automations don't trigger. Overall, it feels like we are using an incomplete application and have to babysit our tasks to ensure automations go through, which they often do not go through. **What problems is Planhat solving and how is that benefiting you?** It's supposed to help with task management, but since switching from Asana, task management has become increasingly difficult and time consuming with Planhat. ### 13. HealthScore Helps Prioritize Customers and Centralizes Data **Rating:** 4.5/5.0 stars **Reviewed by:** Romain I. | Ingénieur Customer Success Team, Mid-Market (51-1000 emp.) **Reviewed Date:** May 05, 2026 **What do you like best about Planhat?** The HealthScore feature really allow me to know on which customer I should work on priority to avoid a churn. Once configured, NPS surveys are pretty easy to use. The fact that I can centralized all data about a customer in a one platform **What do you dislike about Planhat?** It requires a short time of configuration/customization of course, but it is normal for this kind of tool and to get very interesting information **What problems is Planhat solving and how is that benefiting you?** We developped a customization which allow us to see in Planhat, which customer doesn't connect to our application, and which customer doesn't use all the ressources they bought. Theses are 2 information which can mean a risk of churn ### 14. Flexible and Insightful, but Data Input Needs Improvement **Rating:** 3.5/5.0 stars **Reviewed by:** Kiara E. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 20, 2026 **What do you like best about Planhat?** I really like the flexibility of Planhat. It allows us to customize it, add custom fields, and take control over how our data looks and what we have in there. I also appreciate the health score tracking and how it eliminated our manual processes, which is a significant benefit. Additionally, being able to track tasks, playbooks, and workflows that we're working on with each customer is very helpful. The ability to adjust and organize different reports and layouts to meet our specific needs is also a strong point. **What do you dislike about Planhat?** The way data comes into Planhat is a little bit limited for us. Right now, the raw data is there, but the only way to leverage it is based on the metrics, like, usage in the last ninety days. We're not able to go in and actually filter and segment and say, you know, we wanna get usage from January to March 2026. And if you wanted to, you know, leverage and look back and say, we wanna look at this and then compare it to a past period, you have to build a different metric to see all of that. So it's not as flexible as we wanted to go in and see a set time period. **What problems is Planhat solving and how is that benefiting you?** Planhat provides better insight into customer data, eliminating piecemeal manual work and Excel spreadsheets. It gives us more visibility into customer health, enabling effective data reports, status tracking, and customized field management. ### 15. Solid Tracking with Challenging Integration **Rating:** 4.5/5.0 stars **Reviewed by:** Kate S. | Systems Support Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** April 20, 2026 **What do you like best about Planhat?** I really like the reporting in Planhat; it's pretty good. The interface, especially the newer updated version, is another aspect I enjoy, even though it takes a minute to get used to. The analytics and predictions are very helpful for us. Even though we don't use all of the functionality, I think there's a lot there. The platform also helps us understand the behavior of customers through their lifecycle, which is useful for building and maintaining relationships as well as providing insights to senior leadership regarding product and subscription usage. **What do you dislike about Planhat?** It took a while to get set up. We had to connect Planhat with a variety of other internal systems, and that took some time. It required some programming and integrating through MuleSoft. To get where we are today took more than a year, which was unfortunate. Part of that was because our subscription management system was through another vendor and did not work well with Planhat at all. We only really started appreciating what Planhat can do for us after we built our own subscription management tool, using Oracle. A built-in connection from Planhat to Oracle, or to other systems would have been nice. Having a Salesforce connection is great, but we don't use Salesforce for subscription management yet. Being able to connect with a variety of platforms easily would be a great goal for Planhat's roadmap. **What problems is Planhat solving and how is that benefiting you?** Planhat enables us to engage with customers throughout their journey, from onboarding to renewal. It helps track customer usage and renewals, allowing us to proactively communicate, particularly with smaller accounts, enhancing customer success. Until now, customers placed an order and never heard from us again until they had a problem or it was time for their renewal. We are hoping that continuous engagement through Planhat communications will help increase our subscription retention rate. ### 16. Strong Automation, But Complex UI **Rating:** 3.5/5.0 stars **Reviewed by:** Annaelle S. | Revenue Operations Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** April 20, 2026 **What do you like best about Planhat?** What I like most about Planhat is the new UI. I also appreciate the strong automation engine and the ability to create product metrics without needing to bother our internal developer team. **What do you dislike about Planhat?** I find Planhat quite hard to understand. Even though the UI was revamped, there's still a lot to handle. The access right management isn't the most straightforward to understand. I think we should be able to impersonate a user to understand what they see, which would help as an admin. I don't understand if pages will be available to edit by the user without constantly adding them. Also, the email management could be better; they sell it as an add-on to send batch emails, but I feel this should be a native feature of any CRM. The creation of metrics is also not straightforward, although very powerful. **What problems is Planhat solving and how is that benefiting you?** I use Planhat to identify interview candidates for product research and orchestrate our post-purchase lifecycle emails. ### 17. Easy to Use with Powerful Capabilities **Rating:** 5.0/5.0 stars **Reviewed by:** Romain S. | CS Operations Leader & Transformation Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** April 20, 2026 **What do you like best about Planhat?** I use Planhat to deploy Customer Success processes, and I like how it creates an internal client-oriented synergy with strong visibility by aggregating a set of information accessible to everyone. Planhat helps me break down silos, automate tasks through automations and AI, while supporting clients. Its ease of implementation and UI/UX are also great assets. It is very easy to define automations, manage the data model according to our needs, produce operational dashboards or for committees, and present relevant information in multiple contexts. The tool is very accessible, especially when I compare it to more traditional ERP systems like SAP, Infor M3, or Cegid. Finally, on a scale of 1 to 10, I would give a 10 for the likelihood of recommending Planhat to a friend or colleague. **What do you dislike about Planhat?** There are always certain limitations in dashboards, particularly the fact of displaying trends on ratios. **What problems is Planhat solving and how is that benefiting you?** Planhat helps me break down silos, automate tasks via AI, and improve customer support. It offers strong visibility by aggregating crucial information for everyone, and facilitates the creation of dashboards and internal synergies focused on the customer. ### 18. Empowers Customer Success with Complete Visibility **Rating:** 5.0/5.0 stars **Reviewed by:** Will P. | Global Customer Success Director, Small-Business (50 or fewer emp.) **Reviewed Date:** April 20, 2026 **What do you like best about Planhat?** I appreciate Planhat for giving us full visibility of our customer portfolio using its AI integrations and CRM integrations, which help us build a holistic viewpoint of our customers. I like the ability to deploy AI with confidence across our customer lifecycle and have complete visibility of everything happening with a customer. The AI's capacity to take multiple datapoints and perform sentiment analysis saves me time by providing summaries based on company information, which is really valuable. I also found the initial setup to be very simple, and the team was fantastic. It's great that we can redesign it based on internal changes to align with our evolving needs. **What do you dislike about Planhat?** Sometimes creating automations makes my brain hurt but that's more on me than the product. **What problems is Planhat solving and how is that benefiting you?** I use Planhat to gain full visibility of our customer portfolio through its AI integrations and CRM features, saving time on call preparation with sentiment analysis and summaries. ### 19. Enabling Data‑Driven Renewals in a Subscription Business **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** April 19, 2026 **What do you like best about Planhat?** Most helpful: Planhat has become our system of record for customer health, risk, and lifecycle execution. It unifies usage, renewal, and engagement signals into a single view and allows us to turn those signals into repeatable workflows—especially critical for scaling proactive risk management and digital engagement across long‑tail and partner-heavy segments. We have seen great performance across a complex integration of multiple systems. Upside for Nutanix: Planhat enables us to move from reactive, intuition-driven renewals to proactive, data‑driven lifecycle management. It improves early churn detection, aligns CS, Renewals, Sales, and Partners around a shared risk framework, and supports automation at scale (onboarding, adoption, risk mitigation), which directly supports higher GRR and more predictable renewals in a subscription business. Our ability to spot churn earlier and takes steps to mitigate far earlier in the customer journey have helped us improved the onboarding of customers and helped us build repeatable plays to mitigate churn. We are seeing a great ROI from the solution and the team has been a pleasure to work with. **What do you dislike about Planhat?** Honestly things have been going well overall and the main thing we have seen issues with is the mapping of SFDC fields but some of this is due to our complex deployment of Salesforce. **What problems is Planhat solving and how is that benefiting you?** They are working on integrating AI into more of their workflows which is allowing us to summarize trends, notes and come up with next best actions faster. We have thousands of data entries every week and streamlining this process will help us drive increased efficiencies across multiple teams. ### 20. AI-Driven Insights, Outstanding Vendor Relationship **Rating:** 4.5/5.0 stars **Reviewed by:** Emmanuel "Manu" B. | Chief Customer Officer, Mid-Market (51-1000 emp.) **Reviewed Date:** April 17, 2026 **What do you like best about Planhat?** I appreciate the relationship with the vendor, including their CSM, which involves strategic discussions and customer success events. I also like the introduction of AI in Planhat v2, which we deployed at the end of 2025. It truly boosts our CSM practice and allows us to implement use cases we struggled with for a long time. Specifically, I find the AI-powered account summary feature extremely valuable, especially for an executive like me, when preparing for customer meetings. **What do you dislike about Planhat?** I'm not an intensive user but one thing that bothers me a little bit is the way CHS is calculated which is not really standard IMO. Also the ability to monitor the onboarding / implementation phase is not great. **What problems is Planhat solving and how is that benefiting you?** Planhat integrates all customer data, making it easier to assess customer health with a 360-degree view. The AI features boost our CSM practice, implementing previously challenging use cases. The quick account summaries are also extremely valuable for meeting preparations. ### 21. Intuitive Platform with Enhanced User Interface **Rating:** 5.0/5.0 stars **Reviewed by:** Janis R. | VP of Sales Enablement North America , Mid-Market (51-1000 emp.) **Reviewed Date:** April 15, 2026 **What do you like best about Planhat?** I love the new interface of Planhat because it's, very simple to use and very intuitive. It's clean and straight to the point, and our teams are really evolving with this new interface. Because it's so intuitive and much easier to use than previous versions, we've seen a huge spike in our ability to use the platform. Everyone can see their own workspace rather than having everything convoluted together. **What do you dislike about Planhat?** I would say that the things that could be improved are a little more flexibility on the types of accounts that you import, as well as being able to have the flexibility to change your organization's dynamic. For example, we run a managed business style right now, but we are dabbling into a platform led, and I would love to use Planhat to manage both. The initial setup was a bit complicated at first, just because of the way that we are organized, not because of Planhat, but it was great that the team was able to accommodate and make our needs work within their tool. **What problems is Planhat solving and how is that benefiting you?** Planhat helps manage portfolios and campaigns, monitor customer success activities, and provides insights into revenue, churn, and client needs, making the organization more efficient. ### 22. Centralized Customer Insights, Customizable and Powerful **Rating:** 4.5/5.0 stars **Reviewed by:** Sam W. | Head of Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** April 15, 2026 **What do you like best about Planhat?** I like Planhat's clean interface, especially the new UI that was rolled out this year. It's fairly straightforward to use. I appreciate how customizable it is, allowing me to create a lot of views. Although the customizability seemed challenging at first, I now find it really nice and powerful once I got the hang of it. Planhat makes it possible to set up view specific to our team needs, layering different aspects on the same data model effectively. I also find the support from their data integration team really helpful during setup, and the ongoing support has been great. **What do you dislike about Planhat?** We would love to see more development on the customer portal. It's something that we're really excited about and adopt Planhat, and we definitely get some use from it, but we'd love to continue to see features added there. We also do a lot of roll up from parent and child relationships. And some of that works well, but some of it, we'd like more visibility for data from child companies on their parent so we could look at that summarized for you. **What problems is Planhat solving and how is that benefiting you?** I use Planhat as our central source of truth for customer information, tracking implementations easily, and monitoring customer health over time. It integrates other platforms for insights and trends, where previously, other tools made achieving a holistic view difficult. ### 23. Efficient Customer Success with Friendly Support **Rating:** 5.0/5.0 stars **Reviewed by:** Shaun B. | Customer Success Team Lead, Small-Business (50 or fewer emp.) **Reviewed Date:** April 15, 2026 **What do you like best about Planhat?** I really like using Planhat because the team is friendly and easy to work with, which makes things a lot easier for me. I also appreciate how user-friendly the Data Explorer is; it allows me to look at different things happening within our customer base easily. It's straightforward to build custom automations and workflows, enabling us to save significant time. The ability to analyze and query different data points within Planhat helps us manage customer risks effectively and spot upsell opportunities. **What do you dislike about Planhat?** As a fairly nontechnical person, sometimes I find things like formula fields and writing AI prompts to be quite tricky, and it can take up quite a bit of time putting it into practice. There was a lot to get our heads around and a lot to learn. I find the help center articles are sometimes quite long, so it can be quite difficult to interpret them. **What problems is Planhat solving and how is that benefiting you?** I use Planhat to track potential customer risks and automate AI risk profiles, saving our CSMs time. It provides a clearer view of customer product usage and helps analyze trends, manage risks, and upsell opportunities with its data explorer and custom automations. ### 24. Exceptional Support, Robust API, but Integration Needs Work **Rating:** 4.0/5.0 stars **Reviewed by:** Archie L. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 15, 2026 **What do you like best about Planhat?** I really appreciate the excellent support levels and technical ability of the Planhat team. Whenever we have questions or need assistance, there are multiple Planhat employees who are willing and able to help. The reporting capabilities are also significantly better than competitors like HubSpot. Additionally, the API is very good, allowing us to integrate in and out almost any information we need. We integrate multiple data sources such as Aircall, Gong, and Stripe, and regularly extract data from the Planhat system for reporting and analysis. **What do you dislike about Planhat?** All of the integrations need to be made bespoke which requires time, effort, and technical knowledge. More native integrations (HubSpot has many), especially with services like Aircall, Gong, and Stripe are needed. Also, the initial setup was not easy, although Planhat provided a lot of tools and support to help. **What problems is Planhat solving and how is that benefiting you?** Planhat acts as our single source of truth for customer data, improving our customer experience and portfolio visibility. It integrates well with multiple data sources for analysis and provides excellent support and superior reporting compared to competitors. ### 25. Intuitive UI, Powerful Custom App Engine, and Excellent Support **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** April 14, 2026 **What do you like best about Planhat?** What I appreciate most about Planhat is its ease of use and the accessibility of its features. The UI and overall user experience are truly outstanding. The platform is very intuitive to pick up, and despite offering a wide range of features (some of which can be quite complex) the experience remains remarkably straightforward. The custom application engine/automation is excellent. It's incredibly flexible and allows you to achieve a lot, from task automation to integration with other solutions. The audit controls and log analysis of these custom apps are very comprehensive and extremely valuable when it comes to building and debugging apps. In addition, in terms of workflows and data model flexibility, the platform really enables you to do a lot. Finally, the support and guidance provided by the team are top-notch. They are always available and never push back a request to jump on a call to help, even on urgent matters. **What do you dislike about Planhat?** The pre-built "System Reports" for calculating metrics such as Renewal rates and revenue expansion are quite rigid. And while the platform makes it easy to customize the data model, these customizations cannot be reflected/configured in those reports. As a result, you need to build your own dashboards to get the right metrics, which can be time-consuming. Fortunately, the support team was very helpful in guiding me through this process. **What problems is Planhat solving and how is that benefiting you?** Planhat has truly allowed me to consolidate all client information in one place: meeting notes, CSM feedback, product requests, support tickets, etc. It gives me a unified view of each account, making it very easy to quickly see all ongoing topics and assess account health from a single location. It has also enabled me to deliver value to other teams. For example, I can provide the product team with insights into who is behind each feature request and the associated ARR. Other teams such as marketing have also benefited from this centralized information. ### 26. Valuable Cross-Departmental Tool but Buggy **Rating:** 3.0/5.0 stars **Reviewed by:** Holly M. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 14, 2026 **What do you like best about Planhat?** I use Planhat for project and customer management, and I like that it connects customer data to our other systems and teams. It's helpful to have visibility into emails a customer gets from others at my company. I also appreciate that it integrates with Salesforce, Gong, and our app, Feathr. Its ability to allow for cross-departmental visibility is valuable, as I can see what discussions other departments are having with the customers I am working with, which leads to a more cohesive customer experience. Plus, the automatic workflows make our jobs less manual. **What do you dislike about Planhat?** I've put in a lot of support tickets for issues with Planhat. The data loads slow once a task is triggered, and I've had tasks not trigger at all, leading to missed tasks. The new UI rolled out with lots of bugs and seemed like it wasn't tested long enough. The new start and due date feature created issues for my team, making the calendar feature ineffective. **What problems is Planhat solving and how is that benefiting you?** I use Planhat for project and customer management, connecting customer data across systems and departments. I like the cross-departmental visibility and automatic workflows, which reduce manual effort and improve customer experience by seeing discussions with customers from other departments. ### 27. Great product, and an incredible partner **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Commercial Real Estate | Mid-Market (51-1000 emp.) **Reviewed Date:** November 12, 2024 **What do you like best about Planhat?** The UI is extremely user friendly and the product is always evolving to get better. Planhat has also leaned into UI features in the right way - with intentionality and always offering resources to help along the journey. As great as the Product is, their Customer Service might be even better. Their team feels like a true partner - and it's been incredible levering their assistance as our team has evolved and grown. **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 sometimes it can be tough to find specific setup pages or features I used to use **What problems is Planhat solving and how is that benefiting you?** The biggest benefit is having all of our client information in one place. We can easily track renewals, when we've last engaged with clients, etc - and it allows us to have our finger on the pulse and not feel as though clients are "slipping through the cracks". We've also started using their external facing portals to share information with clients and to assist with self-onboarding initiatives, which has been a tremendous help. ### 28. User-Friendly, Customizable, With Stellar Support **Rating:** 4.5/5.0 stars **Reviewed by:** Ibrahim C. | Senior Director Client Success Operations, Nasdaq Financial Technology, Mid-Market (51-1000 emp.) **Reviewed Date:** April 14, 2026 **What do you like best about Planhat?** I really appreciate that Planhat is very user-friendly and specifically built for Customer Success Managers (CSMs), making it easy for them to perform their tasks. The tool's flexibility is also a big plus, allowing us to customize it according to our needs. Additionally, we've built a strong relationship with the support team, including the Technical Account Managers (TAM) and CSMs, who have been very helpful and supportive. The initial setup was very easy, and I'm excited about exploring its AI capabilities, hoping it will boost our CSMs' productivity. **What do you dislike about Planhat?** Sometimes, it can be challenging to build automation that requires some technical or coding knowledge because we have a team of non-technical people who are more focused on the business than administrating the platform. But, Planhat's team has always been there to support us, so we are happy with the arrangement. **What problems is Planhat solving and how is that benefiting you?** Planhat provides a 360 view of clients and helps identify new opportunities, risk of escalation, potential churn, client engagements and we also track our CSMs KPIs through Planhat ### 29. Centralized Data Management, Complex Usability **Rating:** 4.0/5.0 stars **Reviewed by:** Emmy H. | Client success leader , Small-Business (50 or fewer emp.) **Reviewed Date:** April 14, 2026 **What do you like best about Planhat?** I think my favorite part about Planhat is being able to pull different reports. There's so much data we use and so many clients, and Planhat allows me to create cool and specific reports that are very helpful in our client section. Another thing I really appreciate is the email templates that it can send, like when sending out a G2 review. It does this for me, which saves a lot of time and makes my job easier. **What do you dislike about Planhat?** I don't think it's very user friendly. Kinda confusing, especially if you don't have any help. It's hard to navigate. It wasn't very easy, if I'm being honest. Just because we had so much information to put into Planhat, and I think Planhat offers so much. But it is a very complicated system. And so there was definitely a big learning curve of figuring out how to use everything. **What problems is Planhat solving and how is that benefiting you?** Planhat solves the problem of data fragmentation by allowing me to see everything about clients in one place, from contracts to billing and user content. It helps us pull data easily. ### 30. Robust Customer Success Platform with Limitless Potential **Rating:** 5.0/5.0 stars **Reviewed by:** Melissa D. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 14, 2026 **What do you like best about Planhat?** I really like how robust Planhat is as a platform, especially its AI capabilities that provide both high-level and deeper understanding of customer engagement. I also appreciate that it serves as a comprehensive data repository, consolidating data from all my diverse sources like CRM, support tickets, software instances, emails, and calendar invites, all in one place. This makes tracking a customer's health much easier. I find the tools for setting up any kind of dashboard or report I want to be quite substantial. Plus, the initial data sync and adding data are very easy with Planhat, making integrations with my existing tools seamless. The platform's culture, customer support, and its future trajectory were also significant factors for me choosing Planhat over others. **What do you dislike about Planhat?** The only problem is there's endless possibilities for using it, yet limited time in every day to plan, design, test, deploy the tools. It can be time-consuming to create the processes you need both in learning curve and time-to-deploy. **What problems is Planhat solving and how is that benefiting you?** Planhat centralizes data from various sources, helping me track customer health. It offers robust tools and AI capabilities for deeper insights, supporting any dashboard or report setup I need. ### 31. Everything, Everywhere, All at once. **Rating:** 4.5/5.0 stars **Reviewed by:** David G. | Senior Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** May 19, 2022 **What do you like best about Planhat?** Planhat consolidates data from multiple systems such as your CRM, Product Usage, Support, Billing and Analytics Tools into a single platform so that your team has a 360° view of each customer. This eliminates data silos and gives full context for each account. **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 pretty quickly. Regular check in with a CS or AM would help to alleviate that in my opinion. **What problems is Planhat solving and how is that benefiting you?** Tracking subscription renewals Identifying an accurate customer health score by amalgamating five key metrics that are all tracked on different softwares Easily create bespoke reports on our customers to help us manage potential churn risks, upsell opportunities, etc. The easiest way to clean up our customer data and having it sync back with Salesforce is a massive timesaver. ### 32. Powerful Granular Control for Customer Success Teams **Rating:** 4.5/5.0 stars **Reviewed by:** Tom C. | Senior Manager, Revenue Operations, Mid-Market (51-1000 emp.) **Reviewed Date:** March 30, 2026 **What do you like best about Planhat?** I like the low detailed level, granular RBAC of Planhat. It allows us to configure it in a way that shows each person and each team what they need to see without cluttering their workspace. We can tailor custom views for different roles like CSMs and CSEs, ensuring they only see content relevant to them. This flexibility also lets us build sections for specific projects or leadership needs. Additionally, I found the Planhat implementation team very helpful, present, and communicative, which contributed to a smooth setup. **What do you dislike about Planhat?** We're still just two months into it, so we're wrapping up implementation right now. But there have recently been some frustrations around the data integration. There are a couple of situations that we haven't been able to figure out, like fields being overwritten or figuring out how to set up the permissions of our integration user that have made us spend more time on getting that set up than we would have liked. **What problems is Planhat solving and how is that benefiting you?** I use Planhat for managing customer lifecycles, from sales handoff to renewal. It highlights risks, opportunities, and customer health, running playbooks like renewals. Its granular RBAC keeps workspaces uncluttered, showing each team only what they need. ### 33. Highly Customizable Workflows and Dashboards with Strong Support **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Design | Mid-Market (51-1000 emp.) **Reviewed Date:** April 15, 2026 **What do you like best about Planhat?** There are plenty of customization options, and I like that you can build out many different workflows, bring in metrics, and calculate metrics within the platform. It’s a great place to view customer data, and you can also build your own dashboards to display it in a way that works for you. You can integrate with Hubspot and with other tools. There's good support and onboarding. **What do you dislike about Planhat?** It can be a lot to figure out - because of the ability to customize it sometimes is a bit difficult to set up and figure out how it works. There's definitely a bit of a learning curve and this can make it take some time to start seeing value in it. **What problems is Planhat solving and how is that benefiting you?** We didn't have good oversight into book of business, customer data, and product data. Planhat gives us the ability to combine all of these. ### 34. Great Potential for Teams, But Reporting Needs Improvement **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** October 21, 2025 **What do you like best about Planhat?** i think the way we're leveraging it today leaves lots of room for improvement and has lots of potential for helping our account managers and CSMs. I like that in the new UI there are new features that allow us to put in onboarding materials to help new users to planhat ramp up. I use Planhat everyday (as an admin). I frequently contact customer support - i feel like Fin has gotten better since the beginning of the year. I feel like the new UI is easier to use than the old one and definitely looks a lot cleaner. **What do you dislike about Planhat?** reporting functionality in tables seems limited - would love to be able to sum fields that are values on a list of records, to move columns around in a table by drag and drop. I use the customer support functionality quite frequently and though the support i get is spot on - i feel as though as the year has progressed its taking longer to get back to me. **What problems is Planhat solving and how is that benefiting you?** Planhat helps all stakeholders working on an account understand the history, dynamics and tone of customer relationship. Its where incidents, emails, exchanges are logged, NPS scores as well ### 35. Highly Flexible and Scalable for Non-SaaS Businesses **Rating:** 5.0/5.0 stars **Reviewed by:** Mike H. | Director of Customer Success and Opportunity Engagement, Enterprise (> 1000 emp.) **Reviewed Date:** April 14, 2026 **What do you like best about Planhat?** I use Planhat as a central tool for our Customer Success practice. I like that Planhat is flexible and scalable, with a great price point, and it fits our jobs-based project company model very well. They were able to adjust the data structures to transition from typical MRR tracking to revenue retention and growth tracking by company department, which is fantastic for our non-SaaS business model. The initial setup was smooth, and our CSM and TAM from Planhat were fantastic! **What do you dislike about Planhat?** Layouts are limited for quick access via mobile device. Would like either a mobile-specific web interface or an iOS/Android app that would more natively display and interact with the data. **What problems is Planhat solving and how is that benefiting you?** I use Planhat for revenue retention tracking, division-based revenue analysis, quality assurance KPIs, defect logging, customer health measurement, and communication records. It's our single pane of glass for Customer Success. ### 36. Intuitive and Customisable for Quick Decision Making **Rating:** 5.0/5.0 stars **Reviewed by:** Sam F. | Head of Customer Success, Mid-Market (51-1000 emp.) **Reviewed Date:** March 24, 2026 **What do you like best about Planhat?** I use Planhat to store, review, and analyze customer data as well as my team's performance. Planhat enables me to locate key information very quickly and allows me to create dashboards and tables to segment specific data. The dashboards can be set up in minutes, which saves me a huge amount of time compared to managing multiple spreadsheets. I like the ease of use; it's intuitive, user-friendly, and easy to navigate. I love that I can create my own area to review my team's performance and key metrics on our enterprise customers. I appreciate having accessible and customizable dashboards that let me instantly report on progress and trends, and make quick decisions on customer engagement. **What do you dislike about Planhat?** Nothing **What problems is Planhat solving and how is that benefiting you?** I use Planhat to store, review, and analyze customer data and my team's performance. It enables me to create dashboards quickly, saving time compared to multiple data sources. Having accessible, customizable dashboards helps us make quick decisions on customer engagement. ### 37. Essential Tool for Customer Management **Rating:** 4.0/5.0 stars **Reviewed by:** Sienna W. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 15, 2026 **What do you like best about Planhat?** I use Planhat as our main platform for managing customers. It's crucial for me because I have a large book of business and can't manage them on my own without it. Planhat helps me keep track of my customers' health, recent communications, goals, health, and data usage. I like that it makes it easier to do my job and spot churn risks and upsells. We have set up triggers that notify us on specific usage, for example, if they drop below a certain amount of logins or are swapping seats. **What do you dislike about Planhat?** Our health score isn't ideal but I'm not sure if that's on Planhat's side or ours to review. **What problems is Planhat solving and how is that benefiting you?** Planhat helps me manage a large customer base, track customer health, interactions, and data usage. It makes my job easier by spotting churn risks and upsell opportunities through usage triggers. ### 38. Clear CRM with flexibility, but sync challenges **Rating:** 4.0/5.0 stars **Reviewed by:** Romy S. | Senior Customer Success Manager Enterprise, Mid-Market (51-1000 emp.) **Reviewed Date:** March 17, 2026 **What do you like best about Planhat?** I find Planhat clear and appreciate the good reports that are helpful for our internal processes. The flexible fields are practical because we can store specific information for our business and display and compare them in reports, which is particularly useful since we have over 1,000 customers. I also like the better overviews and the AI integration compared to our previous tool. **What do you dislike about Planhat?** There are still problems with the syncs, and things need to be added manually, and fields are not synced uniformly. **What problems is Planhat solving and how is that benefiting you?** Planhat helps me manage a lot of customer information, synchronizes with Salesforce, and provides clear reports. The flexible fields allow us to display and compare specific information for over 1,000 customers. ### 39. Autonomy and Scalability **Rating:** 4.5/5.0 stars **Reviewed by:** Emilie P. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 28, 2026 **What do you like best about Planhat?** I am fully satisfied with the CSM support and onboarding. I like being autonomous and being able to do things in a scalable way with Planhat. I am able to adapt my workflows and automations based on customer-related behaviors, which allows me to be responsive directly in the implementation and modification of these automations and to be able to see and calculate the results. **What do you dislike about Planhat?** Performance and slowness issues, especially in the afternoon. It slows me down in my work and I admit it's a bit frustrating. **What problems is Planhat solving and how is that benefiting you?** Planhat allows me to be proactive, anticipate problems, measure customer satisfaction, and manage my KPIs. I like to be autonomous and do things in a scalable way, by adapting my workflows and automations according to customer behavior. ### 40. My everyday ally **Rating:** 5.0/5.0 stars **Reviewed by:** Camille L. | Account Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** October 13, 2025 **What do you like best about Planhat?** Since my first review, my use of Planhat has only grown. It has become a key part of how I organize my work, monitor customer activity, and stay proactive as a CSM. I now use it so regularly that I’m seen as the Planhat expert within our team. The platform is powerful, and the support team continues to be reliable, responsive, and easy to work with. **What do you dislike about Planhat?** One improvement I’d love to see is more ready-to-use, cloneable templates (health dashboards, QBR decks, success plan structures, workflows). The product already offers great guidance through learning resources, but having a library of best-practice templates I can duplicate in seconds would make rollout and scaling even faster. **What problems is Planhat solving and how is that benefiting you?** We use this tool to structure our workflow and automate various actions, which helps us harmonize our processes. It also enables us to gain a deeper understanding of how our clients use our services and related aspects. Additionally, it supports us in conducting strategic analysis. ### 41. Great Experience: Excellent Support, Easy to Use, and Highly Customizable **Rating:** 5.0/5.0 stars **Reviewed by:** Kate C. | Manager, Customer Success, Mid-Market (51-1000 emp.) **Reviewed Date:** October 16, 2025 **What do you like best 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. **What do you dislike about Planhat?** Would (still) love an Allego integration to pull in Call Notes from their notetaker. Some more attention added to the presentation editing - it seems to be a (albeit minor) point of friction for our team **What problems is Planhat solving and how is that benefiting you?** Enabling our CSM team to streamline and unify our clients experiences with our company. As well as surfacing information, risk, opportunities etc to the leadership team. As well as CS accountability tracking ### 42. Fast, Reliable Customer Insights with Intuitive UI **Rating:** 4.5/5.0 stars **Reviewed by:** Modi M. | Product Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** April 17, 2026 **What do you like best about Planhat?** I appreciate Planhat's fast and reliable search functionality, which gives data instantly. This is especially useful since we frequently search for customer details when an issue is reported, allowing us to fetch customer backend details quickly. I also like that the UI is intuitive and engaging, and I've found no problem with it. Additionally, I've heard the initial setup of Planhat was simple and fast, which is great for getting started efficiently. **What do you dislike about Planhat?** Sometimes when we deep dive the UI seems cluttered, but it gets used to it when continuously navigating. Maybe organized sections would help make differentiating the app more intuitive. **What problems is Planhat solving and how is that benefiting you?** I use Planhat to access complete customer details, which helps debug issues from an engineering perspective. The reliable, fast search functionality is essential for fetching customer backend details quickly when problems arise. ### 43. Planhat: A Seamless CS System of Record **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** April 14, 2026 **What do you like best about Planhat?** What I appreciate most about Planhat is its ability to serve as a system of record for customer data. Coming from a RevOps perspective, I value how seamlessly it integrates with Salesforce and other GTM tools—allowing us to build two-way field mappings that keep our data synchronized without much manual intervention **What do you dislike about Planhat?** Most recently we had used one of the bigger CS Platforms and I'd say the UI isn't a 10/10. Not detrimental in any way, but sometimes you forget where you found that one setting you now need, or the naming mechanism they use. **What problems is Planhat solving and how is that benefiting you?** Planhat consolidates fragmented customer data across Salesforce, Gong, support, and even some billing into one platform. This eliminates manual data entry, gives CSMs better visibility, and lets our RevOps team enforce process discipline through synching to our CRM ### 44. Planhat, our indispensable tool for managing our client portfolio **Rating:** 4.5/5.0 stars **Reviewed by:** stephanie l. | Head of Customer Success Mid Market, Mid-Market (51-1000 emp.) **Reviewed Date:** April 22, 2026 **What do you like best about Planhat?** Planhat stands out for its ability to manage the real complexity of Customer Success in business. The platform efficiently centralizes scattered data into a single source to manage account health, risks, and opportunities, while providing clear and actionable visualizations and reports. Planhat has become for us a true execution tool for Customer Success, far beyond a simple CRM. **What do you dislike about Planhat?** Some UX and performance improvements that we regularly address to the support team or our dedicated CSM. **What problems is Planhat solving and how is that benefiting you?** Planhat responds effectively to the challenges of customer health management, risk management, and large-scale renewals by centralizing data, workflows, and reporting within a single platform. The ultra-personalization allows us to meet our needs. ### 45. Planhat: Easy to Learn, Constantly Innovating with Impressive AI **Rating:** 5.0/5.0 stars **Reviewed by:** Hatem Y. | VP Customer Operations, Mid-Market (51-1000 emp.) **Reviewed Date:** April 14, 2026 **What do you like best about Planhat?** Planhat is a great product, and I’ve been using it for the past four years. As a VP of Customer Operations, I’ve found it very helpful and easy to learn, and it’s clear they’re always working on something new. The way they’ve adopted AI capabilities is truly amazing. **What do you dislike about Planhat?** I have been a power user since inception and there is nothing that I don’t like about it **What problems is Planhat solving and how is that benefiting you?** Seamless integration with Hubspot, jira and others. Planhat AI helps me capture customer sentiment and act on it ### 46. Director of Customer Success **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Government Administration | Small-Business (50 or fewer emp.) **Reviewed Date:** November 13, 2023 **What do you like best about Planhat?** It's intuitive, easy to manage customer data, and work in a collaborative way as a team around customer success goals. The implementation was very smooth and it was a simple process to integrate with other technologies like Jira and Intercom. It's been transformative in terms of how we manage our customer success. **What do you dislike about Planhat?** When moving from the old UI to the new UI in the past year, sometimes it's not intuitive to find some of the functionality that I was familiar with in the Old UI. **What problems is Planhat solving and how is that benefiting you?** Keeping our data organized, providing transparency to key stakeholders, managing our renewals process and onboarding experience for new customers. Helping gather information from customers via NPS scoring. Prioritizing customer opportunities. ### 47. A great tool for any Customer Success Team **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** May 19, 2023 **What do you like best 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 automations based on the information entered or at key moments of a customer's journey really helps to ensure data integrity and process adherence. We have built a number of dashboards which can provide the team with insights into their customers, their health and activities that have taken place. We like that there are also a number of integrations available, which we are able to utilise. **What do you dislike about Planhat?** Same as before. The reporting could be easier to use with the ability to mix and match data across different Planhat objects and visualise in different ways. The new UI is certainly different, but there seem to be some areas where you now need to duplicate pages/dashboards into different "sections". Although this can make sense, it does mean that changes to the dashboards and pages now need to be made in multiple places. It would be a lot easier if the page/dashboards were not a duplicate/copy of an original, and instead a view of the original with the relevent filterting applied. **What problems is Planhat solving and how is that benefiting you?** As a CS team, we utilise Planhat as our single source of truth to eliminate data silos and ensure total visibility across the customer lifecycle. By centralising key health metrics and engagement data, we transition from a reactive 'firefighting' mode to a proactive, data-driven strategy. This allows us to mitigate churn risks early and identify growth opportunities, ultimately driving higher retention and ensuring our customers achieve their desired outcomes at scale. ### 48. Two Thumbs Up for Planhat **Rating:** 5.0/5.0 stars **Reviewed by:** Colin B. | Sr. Business Development Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** April 14, 2026 **What do you like best about Planhat?** What I like best about Planhat is how it brings everything into one place. It gives our team a clear, real-time view of customer health, activity, and revenue without having to bounce between systems. **What do you dislike about Planhat?** It's almost to customizable. Given that it's so feature rich, it's hard to keep focus before moving on to the next thing! **What problems is Planhat solving and how is that benefiting you?** Planhat is solving our biggest challenge: fragmented data and reactive customer management. ### 49. Powerful Data Visualization & Automation, But Integration Can Be Tricky **Rating:** 4.5/5.0 stars **Reviewed by:** Ifeoma E. | Operational Supervisor , Health, Wellness and Fitness, Mid-Market (51-1000 emp.) **Reviewed Date:** October 27, 2025 **What do you like best about Planhat?** Planhat supports advanced filtering, wide range if charts or widgets and also helps in visualization of data in a system The platform pulls all primary data related functions like kanban boards, data tables, docs and others in a single directory or dashboard Tasks and workflows are fully recorded by the app, and strong automation established to facilitate custom connections and enhances email communication. The platform contains smart features that are AI supported, and they include ML supported anomaly detection and powerful writing assistant The program focuses on all activities that entails customer engagement, onboarding process, payments and others **What do you dislike about Planhat?** We encounter some integration complexities, more so with data platforms, which affects the accuracy of any insights or analysis Some inconsistencies and inaccuracies are experienced, more so when dealing with big datasets that needs processing **What problems is Planhat solving and how is that benefiting you?** Planhat eliminated the struggle we had to learn and capture specific customer data and behaviors by ensuring that all datasets are captured correctly from multiple sources The many clients onboarding are effectively handled by this app and all payments processes fully automated We capture the heath score of our performance, where we learn our defects and this allows us to change for better In the operational context, we value the feedback and concerns of customers, ensuring that all operations are effectively aligned Planhat beings a solid and proactive customer communication, and this embodies marketing campaigns and ensures timely customer engagement ### 50. Powerful Customization, Interface to Improve **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** October 22, 2025 **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. **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. **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. ## 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?section=pricing&secure%5Bexpires_at%5D=2026-05-22+18%3A12%3A21+-0500&secure%5Bsession_id%5D=3159fd58-6fcb-4ccd-ac29-20916ada83ff&secure%5Btoken%5D=12173d402abb672197d566e76e065104d4454da6af5fad67067bff572583c77d&format=llm_user) ## Planhat Integrations - [Administrate](https://www.g2.com/products/administrate/reviews) - [Agentforce 360 Platform (formerly Salesforce Platform)](https://www.g2.com/products/agentforce-360-platform-formerly-salesforce-platform/reviews) - [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) - [ChatGPT](https://www.g2.com/products/chatgpt/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) - [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) - [Insightly CRM](https://www.g2.com/products/insightly-crm/reviews) - [Jira](https://www.g2.com/products/jira/reviews) - [Pendo](https://www.g2.com/products/pendo-io-pendo/reviews) - [PlanMill ERP Cloud](https://www.g2.com/products/planmill-erp-cloud/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) - [Salesloft](https://www.g2.com/products/salesloft/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 **Onboarding Setup** - Workflows - Templates - Checklists **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 **Project Tracking** - Monitoring - Resources - Content - Tasks - Optimization **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 **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 (494 reviews) - [Totango](https://www.g2.com/products/totango/reviews) - 4.3/5.0 (1,139 reviews) - [ChurnZero](https://www.g2.com/products/churnzero/reviews) - 4.7/5.0 (1,575 reviews)