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

"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?

"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.

"Robusto y confiable"

What do you like best about Planhat? Se puede integrar con otras plataformas para armar flujos de trabajo, posee una api. Además ofrece muchas posibilidades de personalizar campos y el soporte brinda buen apoyo.

"is a platform with many possibilities and a friendly interface"

What do you like best about Planhat? Being able to create automation with other systems and make the process more scalable What do you dislike about Planhat?

"Planhat is an amazing, quick and easy tool to work!"

What do you like best about Planhat? Planhat is a simple and easy tool for users. Planhat has all sorts of integration with the other industry-standard software. Easy to customize the user customer based on user requirements.

"Great tool for enterprise software solutions"

What do you like best about Planhat? Good overview of customers, stages, status and activities. Kindly.ai works with cross-functional teams in squads and tribes, and Planhat allows for including the various teams and resources which we utilize in playbooks and triggers for various operations. Including the teams in Planhat has reduced the use of Trello and other project tools, and provides a much better overview of customer activities and projects.

"Customer Success at Scale"

What do you like best about Planhat? With Planhat you get insights into your customers you may not have seen previously. What do you dislike about Planhat?

"this is a very powerfull tool with a million possibilities to filter and visualize data."

What do you like best about Planhat? The support is very close and didatic. The tool allows a lot of different views and sharing. Very easy to create new fields. What do you dislike about Planhat?

"CS platform with a strong current vision and room to grow"

What do you like best about Planhat? Extensibility of the platform with other applications; in particular, Salesforce was quite easy to integrate. Customer success team is terrific--responsive and knowledgeable.

"Great CS management tool"

What do you like best about Planhat? The "easy to use" feeling and how it looks - very clean, simple and intuitive. I also like the fact that you can visualize things like revenue, account mapping and customise your panels to filter the information that is most relevant to you. Mapping users and creating the relevant tags is another great feature, as it allows us to easily identify the different roles different contacts have in the account, without having to source this information elsewhere.