Planhat Reviews in July 2026: User Ratings, Pros & Cons

"Very intiutive platform"

What do you like best about Planhat? That we can spot our most important data very quickly, and it is very easy to use. Also, it allows us to share information in a very efficient way. The business results and analysis are very visual and detailed.

"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.

"Been working in Planhat for a year ish."

What do you like best about Planhat? The ease to use, the structure of the platform and the possibilities to map your customers. What do you dislike about Planhat?

"User Friendly with a lot of reporting to track our daily activities and scheduled ones."

What do you like best about Planhat? Dashboard and the filters which allow me to select accounts based on phases, so that i only look at the accounts which needs attention and can check on the OK accounts once in a while.

"Lot of functionality - less intuitive"

What do you like best about Planhat? I like all the possibilities that Planhat offers, like automations, playbooks, different kind of filters, enduser playbooks and the integrations with other systems like slack or pipedrive

"Très bon outil CRM CSM"

What do you like best about Planhat? Facilitié de prise en mains Accès aux informations clés du client

"An amazing SaaS for a Startup and a ScaleUp"

What do you like best about Planhat? The software is easy to integrate to your other tools. It works smoothly and has all the features you need to scale your CX team.

"Highly customisable tool"

What do you like best about Planhat? We were able to customise the tool as per the Customer Success Project, we also loved the insightful dashboards that we were able to build in the tool.