Planhat Reviews in July 2026: User Ratings, Pros & Cons
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Planhat Reviews & Ratings
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Spotsaas Editor’s POV
Planhat provides detailed analytics and automated engagement tools for customer retention workflows. Before shortlisting, verify that its mobile notification system integrates with your existing CRM and email platform—this is not automatic and requires API configuration. Check whether the reporting dashboard covers your specific KPIs (churn rate, NPS, engagement ...Read more
Planhat pros and cons
Detailed customer analytics
Automated engagement tools
Mobile notifications
Beautiful reporting
Limited customization options
Steeper learning curve
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Showing 121-130 out of 387
AU
Anonymous User
05/23/22
"User friendly tool with great support"
What do you like best about Planhat? Planhat provides some structure which is great for those companies just adopting a CSM tool, but also advanced features that allow you to do things a bit more sophisticated for those who have specific needs. The support has been fantastic, and I feel our organization can mature our practice with this tool.
AU
Anonymous User
05/23/22
"Great tool to track all CSM activities"
What do you like best about Planhat? The dashboards tho have a summary with all the customers and the date of our last meeting, the dates of their renewal is very useful to know where to start prioritizing
FP
Fernanda P
05/20/22
"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.
IB
Irene B
05/20/22
"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
"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.
KD
Kathryn D
05/20/22
"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
RC
Richard C
05/19/22
"Great for improving the onboarding experience..."
What do you like best about Planhat? The customer-facing portal allows for easy engagement and collaborative working with the client throughout their whole client lifestyle. Moving from a basic, spreadsheet-based system to a complete solution has massively improved our appearance to customers and their experience with the product.
AU
Anonymous User
05/19/22
"Great experience with Planhat"
What do you like best about Planhat? The thing I like best about the platform is the customer portal. It helps me to organize and share the important information of the onboarding process with the client
FP
Fabricio P
05/19/22
"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?
KM
Kevin M
05/19/22
"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.
Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].