spotsaas-logo
Get Listed
Planhat - Customer Success Software

Planhat Reviews in May 2025: User Ratings, Pros & Cons

Empowering customer success with data-driven insights.

4.7

Add to compare

Starts from $1,150/Month

Request a Quote

Planhat Reviews & Ratings

4.7

Excellent

Based on 200 ratings & 387 reviews

Rating Distribution

Excellent

(315)

Very Good

(65)

Good

(2)

Poor

(3)

Terible

(2)

Log in Required to View Reviews

Filter results

Sort by :

Relevance
Relevance
Highest-Rated
Lowest-Rated
Least-Recent
Most-Recent

Share this page

Showing 121-130 out of 387

AU

Anonymous User

05/23/22

3.5 out of 5

"Great CS tool + Continual Improvement"

What do you like best about Planhat? Our CSM and their customer service team are very helpful and quick to respond, the tool has many great capabilities and new features are coming out all the time, the ability to grant permissions to different groups of users in a very detailed way, and once you get used to the layout + functionalities, it's easy to move around.

AU

Anonymous User

05/23/22

3.5 out of 5

"Great CS tool + Continual Improvement"

What do you like best about Planhat? Our CSM and their customer service team are very helpful and quick to respond, the tool has many great capabilities and new features are coming out all the time, the ability to grant permissions to different groups of users in a very detailed way, and once you get used to the layout + functionalities, it's easy to move around.

FP

Fernanda P

05/20/22

4.5 out of 5

"Great Customer Success solution"

What do you like best about Planhat? The team's support (at chat and with our CSM Sabrina). I also like the possibility of customization of dashboards and filters.

KD

Kathryn D

05/20/22

4.5 out of 5

"Planhat experience"

What do you like best about Planhat? Easy for all our cs team to organize notes and account info in one place, also seems very easy to integrate with other platforms

IB

Irene B

05/20/22

4.5 out of 5

"Customer Success Ops"

What do you like best about Planhat? It is overall easy to configure and quite customizable. Having all data in one place has been very useful, as well as the ability to track and log activities with customers and to implement automations.

JB

James B

05/20/22

4.5 out of 5

"Customer Success as you need it"

What do you like best about Planhat? A Super flexible platform that can be tailored to your needs. Loads of reporting options and full visibility over client communications. Our onboarding success manager has been fantastic and very helpful.

KM

Kevin M

05/19/22

5 out of 5

"Planhat proves to help us on our CSM journey"

What do you like best about Planhat? Ability to assign a tag freely to items giving reporting, trends and insights into behaviours, actions and their outcomes. This allows a team of individual CSMs, who work differently according to the needs of their client base, to nevertheless find commonalities.

HM

Helena M

05/19/22

5 out of 5

"Love how you can have everything organised, simplified all in one place"

What do you like best about Planhat? Love how you can have everything organised, simplified all in one place What do you dislike about Planhat?

FP

Fabricio P

05/19/22

5 out of 5

"Al the data I need to know about my costumers in one place"

What do you like best about Planhat? Integrations, data visualization/information What do you dislike about Planhat?

AU

Anonymous User

05/19/22

5 out of 5

"Great Customer Data Platform"

What do you like best about Planhat? Planhat is great when it comes to data structure/ email templates as well as playbooks - this feature is crucial for our team's success.