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

"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?

"Planhat, a must have tool for any CS team"

What do you like best about Planhat? What I have like the most is how easy is to navigate through the 360 view of my client's portfolio. What do you dislike about Planhat?

"Planhat has great potential, still needs some features - overall a good tool for Customer Success"

What do you like best about Planhat? I like all the integrations available and the format they are displayed in. This provides Easy Access to critical information like Jiras, Usage metrics, Sales data, etc.

"Great product and great support"

What do you like best about Planhat? Good suite of features at a reasonable price, including custom built health scores that inform our reporting and allow us to prioritise effectively

"Excellent Platform - very much recommend"

What do you like best about Planhat? Ease of deployment Advisory capacity (not just a vendor)

"Best decision ever!"

What do you like best about Planhat? Hard to pick one. There are so many things to love about Planhat. The reporting (Internal and External via Portals), the Data Module that lets my team and myself slice and dice our customer portfolio, the automation that helps us engage with our customers at scale. Besides this, I love the support the team has provided us from day 1 onward. A great product with a stellar support team. A great product roadmap. I can just go on and on.

"Rapidly evolving, innovative product"

What do you like best about Planhat? Customer Success platforms are fairly new to the industry. Planhat is clearly a start-up but the maturity of their product reflects an ability to innovate and develop new and valuable features quickly. What our team likes best so far is the Customer 360 where all customer data can be viewed together. Additionally, PlanHat's licensing model allows for a lot more transparency and access by teams outside of Customer Success which we think is critical for ...

"Robust, Effective, and Digestible"

What do you like best about Planhat? The visual insights on the platform are the easiest way to communicate to a team general customer standing, and who needs to be targeted for successful renewal and additional training. The Dashboards are incredibly diverse and the conversation functionality is very convenient for a brief account review.

"An awesome CS tool that makes our CS work very simple and effective"

What do you like best about Planhat? I really like the easy UI of Planhat, while it still is complex enough to fulfill our more complex needs in automatic our CS work. From all the other options out there, Planhat fits our needs the best as a growing start-up the best.

"Planhat is an extremely valuable resource for my team!"

What do you like best about Planhat? Tracking health scores Sending in-app messages What do you dislike about Planhat?