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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 191-200 out of 387

AU

Anonymous User

05/11/22

5 out of 5

"Intuitive Business Insights and Metrics"

What do you like best about Planhat? The interface is very intuitive and new-user friendly, with customization options that allow you to provide high-level details or granular data metrics, depending on your needs.

AU

Anonymous User

05/11/22

4.5 out of 5

"We use Planhat for many processes that we used to do in other systems"

What do you like best about Planhat? Ease of use, configurability and support What do you dislike about Planhat?

IP

Ian P

05/11/22

4.5 out of 5

"Planhat has all your customer tracking needs"

What do you like best about Planhat? Collect user data and translate that into KPIs to help track usage for specific needs. The most helpful feature for me is utilizing the phases and identifying struggling customers.

AU

Anonymous User

05/11/22

4.5 out of 5

"We use Planhat for many processes that we used to do in other systems"

What do you like best about Planhat? Ease of use, configurability and support What do you dislike about Planhat?

LG

Lisette G

05/11/22

4.5 out of 5

"Great customer success experience!"

What do you like best about Planhat? Planhat is a great example on how customer success should work. They practise what they preach. They understand their customers and have different playbooks defined on the goal you want to use Planhat for.

LG

Lisette G

05/11/22

4.5 out of 5

"Great customer success experience!"

What do you like best about Planhat? Planhat is a great example on how customer success should work. They practise what they preach. They understand their customers and have different playbooks defined on the goal you want to use Planhat for.

AU

Anonymous User

05/11/22

4.5 out of 5

"Off to a great start"

What do you like best about Planhat? Ease of use, our CSMs Hanna and Simon, all the customizable options we have to automate processes and free up valuable time.

LB

Louise B

05/09/22

4.5 out of 5

"Full of possibilities and game changers!"

What do you like best about Planhat? Although we are still in the implementation phase, I already see so much potential in the tool and what it can do for us in the long run.

LB

Louise B

05/09/22

4.5 out of 5

"Full of possibilities and game changers!"

What do you like best about Planhat? Although we are still in the implementation phase, I already see so much potential in the tool and what it can do for us in the long run.

EC

Elliot C

05/06/22

4.5 out of 5

"Planhat review"

What do you like best about Planhat? Having all data in one place and allowing wider business to have a view of customer data. 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].