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Planhat - Customer Success Software

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

Empowering customer success with data-driven insights.

4.7

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Starts from $1,150 / Month

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Planhat Reviews & Ratings

4.7

Excellent

Based on 200 ratings & 387 reviews

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Rating Distribution

Excellent

(315)

Very Good

(65)

Good

(2)

Poor

(3)

Terrible

(2)

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 151-160 out of 387

EA

Eric A

05/18/22

5 out of 5

"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.

RP

Renan P

05/18/22

5 out of 5

"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.

LZ

Leonardo Z

05/18/22

5 out of 5

"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?

JA

Jonathan A

05/18/22

5 out of 5

"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.

CH

Cristian H

05/18/22

4 out of 5

"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.

MG

Michelle G

05/18/22

5 out of 5

"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.

AU

Anonymous User

05/18/22

5 out of 5

"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?

AU

Anonymous User

05/18/22

4 out of 5

"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?

IS

Ivo S

05/17/22

4.5 out of 5

"Great platform for CS"

What do you like best about Planhat? reporting and table overviews of customers Constant Development

IS

Ivo S

05/17/22

4.5 out of 5

"Great platform for CS"

What do you like best about Planhat? reporting and table overviews of customers Constant Development

Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].