Planhat Reviews in July 2026: User Ratings, Pros & Cons
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Planhat Reviews & Ratings
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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 161-170 out of 387
AU
Anonymous User
05/17/22
"Planhat is the purpose-built CS tool that has enabled our CS org to grow and scale at a rapid pace"
What do you like best about Planhat? HubSpot and Outlook integrations jump-started the onboarding process. What do you dislike about Planhat?
EW
Emma W
05/17/22
"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.
ME
Marion E
05/17/22
"Great tool and even better support"
What do you like best about Planhat? The overall user experience of the tool, how easy it is to reach support for any type of question I may have, and the knowledge of our dedicated CSM from Planhat.
ME
Marion E
05/17/22
"Great tool and even better support"
What do you like best about Planhat? The overall user experience of the tool, how easy it is to reach support for any type of question I may have, and the knowledge of our dedicated CSM from Planhat.
EW
Emma W
05/17/22
"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.
AU
Anonymous User
05/17/22
"Planhat is the purpose-built CS tool that has enabled our CS org to grow and scale at a rapid pace"
What do you like best about Planhat? HubSpot and Outlook integrations jump-started the onboarding process. What do you dislike about Planhat?
AU
Anonymous User
05/17/22
"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.
AU
Anonymous User
05/17/22
"All in all a very versatile platform for managing your customer data"
What do you like best about Planhat? Planhat has immense potential of being the go to platform for all matters related to customer success. The general build-up and design is neat, with more features incoming at a regulal basis. E.g. the "bubble room" gives an excellent overview.
AU
Anonymous User
05/17/22
"Powerful software to streamline your success team's processes. Great, friendly, service."
What do you like best about Planhat? I love how customizable Planhat is. It can be utilized for very specific purposes across a variety of industries. We're in a heavily regulated industry so we just started using the customer portals to help us interact and disperse complex information and communication.
SD
Shelley D
05/16/22
"Wonderfully innovative"
What do you like best about Planhat? It's super easy to use and a really innovative product in comparison to other competitors on the market. What do you dislike about Planhat?
Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].