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

"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

"Very good tool with great support"

What do you like best about Planhat? Planhat is an intuitive and very complete platform to work with. It has a huge flexibility to create views, dashboards, playbooks and metrics.

"Everything, Everywhere, All at once."

What do you like best about Planhat? Planhat has become our single source of truth for our Professional Services team here. Integrating with almost every key software that we use on a day to day basis, Planhat helps us ascertain our customer's health and provides us with the tools to be proactive with them, rather than reactive.

"All my customer data in one place on a platform which allows me to integrate from many sources"

What do you like best about Planhat? Being able to view all data relevant to my customers whether it is from me or central sources What do you dislike about Planhat?

"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.

"Very practical tool"

What do you like best about Planhat? I can keep track of everything I do so I don't forget What do you dislike about Planhat?

"Great Analytics and perfect to manage customers!"

What do you like best about Planhat? Great analytics and dashboards. Very customizable and easy to set up.

"Fantastic tool with excellent and always expanding functionality"

What do you like best about Planhat? The interface is designed to be highly adaptable and grows as we add new requirements to our customer success processes. The support from the Planhat team has always been amazing and it is a pleasure to open Planhat at the start of my day.

"A great tool!"

What do you like best about Planhat? Severall tools and possibilities. A lot of data to analyze. What do you dislike about Planhat?

"Planhat's variety of possibilities helps me to manage a very consistent routine."

What do you like best about Planhat? I really like the possibility of building several dashboards with almost unlimited filters, giving space for several usability analyzes to be done. I love the existence of the Portal, it is a tool that we use to centralize the subjects discussed with other clients and we always receive praise for that.