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

"Great product to take your CS function to the next level"

What do you like best about Planhat? I liked the ease of set up, and how quickly I was able to get used to navigating the new system. The interface is a delight to use and my team was able to get up and running with a minimal amount of training.

"Amazing tool that allows CS teams to stay on top of the game!"

What do you like best about Planhat? One of the most user-friendly interfaces! Within one week of Planhat usage as an admin and with no prior experience I was able to perform almost all needed assignments. Planhat is very intuitive!

"Very Easy to Setup, Very Easy To Use. Love it"

What do you like best about Planhat? We have recently implemented PlanHat in to our organisation for use with Customer Success. The whole process of OnBoarding to getting started has been extremely easy - I've set up other systems like PlanHat previously and this was by far the most straightforward. The support and assistance we received from PlanHat, in particular Sam, via our weekly onboarding calls was excellent. If we ever had a question or problem - Sam or the support team were there ...

"Ticks all the boxes!"

What do you like best about Planhat? The ease and flexibility of the application. So easy to navigate and houses everything in one place. Couldn't ask for more!

"Good customer success and relatively easy to use tool"

What do you like best about Planhat? A clear way to view our interactions with our customers (automation/triggers), easy enough use of reports and good support

"Great system and customer service"

What do you like best about Planhat? Planhat is extremely user-friendly and is able to integrate with all the systems and other platforms we use in our company.

"Powerful CS Tool for a Single Source of Customer Truth"

What do you like best about Planhat? Planhat takes all our customer information and data that had been spread around multiple systems and combines it into one, actionable place. We had the data before, but it was hard to get, and you had to really know where to look. Now, we can see the complete view of every customer. We can analyze customer information at the individual customer level and aggregtate level to make better decisions and more efficently help our customers hit their goals. ...

"Beautiful UI, amazing support from our Planhat team"

What do you like best about Planhat? Our implementation team was the best! We had a super short timeline due to transitioning off of our previous CRM tool, and our Planhat CSM and TAM were incredibly supportive throughout the entire process, going above and beyond to provide world class service. They were available to answer our many questions and assist along every step of the way, and their expertise was invaluable as we determined not only the technical implementation work but also how ...

"Positive Experience"

What do you like best about Planhat? The platform is clean, easy to use and customizable. Being able to customize reports to stay on track of client management in a way that makes sense to 'you 'is beneficial.

"Useful and user friendly"

What do you like best about Planhat? What I like the most is that I can keep track of my clients, metrics, revenue, contact information, and I also like the feature that all my emails are linked to the platform and is visible to anyone with access