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

"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.

"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?

"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.

"Director Customer Success"

What do you like best about Planhat? Ease of Use, Simple and quick, reports and dashboard What do you dislike about Planhat?

"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

"La plataforma de Planhat es muy útil para el proceso que estamos realizando dentro de nuestra empres"

What do you like best about Planhat? La facilidad de uso que tiene la plataforma y de que manera podemos hacer segumiento sobre los proceso. Utilizamos otras integraciones adicionales.

"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.

"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.

"Nice platform to integrate with"

What do you like best about Planhat? Setting up integrations within the platform was pretty straightforward and well documented. Also, communication and support during integration from Planthat team side were nice.

"An exceptional product for Customer Success Professionals"

What do you like best about Planhat? The number of fantastic integrations! All info for our customers from Zendesk, Salesforce, Gmail, and Mixpanel is in one place. I also love the Planhat team. Our Customer Success Manager Laura is very knowledgable and offers fantastic suggestions. The Support Team are also brilliant and I love that it is in the product.