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

"great centralised hub for all customer data"

What do you like best about Planhat? Having a centralised hub for all customer data has been really helpful for my role; it's great knowing that anything I need is held in one place which also makes it a lot easier to ever hand over clients when people are sick or on holiday.

"A great way to always be in full control of good customer value"

What do you like best about Planhat? I really like the total control and information structure. From numbers to soft values about my customers. Planhat also help me in both planning and a perfect way to handle both historical and future tasks. Easy for colleauges to help and support in my absence.

"Dedicated Customer Success Team behind their Dedicated Customer Success Software"

What do you like best about Planhat? While our team has been very impressed with the Planhat software - as it is quite robust & can do so much - I have found that working with Mia and Peter throughout the onboarding process has elevated my reviews of Planhat 10 fold. Customer Success is great human relationships and support behind the products we sell, and they've been exemplary.

"Software Magic"

What do you like best about Planhat? All customer data in one place which is easy to navigate & display (including tasks / meeting notes). Flexible and automated Account Health reporting and management. Fantastic reporting suite which is easy to use & understand. UX of the platform is clean & easy to pick up. Tools to collaborate with customers directly through Planhat. Useful data/process automations around everything. Great onboarding support. Quick, responsive chat support with useful & ...

"The tool that lead the way to improving our Customer Success"

What do you like best about Planhat? Planhat has truly helped transform our customer success and has helped to educate and guide us along the way! The quick responses and relationship we have built with Gurprem is extremely valuable. The navigation of the tool and design is very user-friendly, and we love having the ability to track all communications and conversation types on our Customer pages. The webinars that are hosted have been a fantastic resource for us to use.

"enjoyable tool to work with - I can find information fast and complete"

What do you like best about Planhat? user interface and application responsiveness (click to answer) What do you dislike about Planhat?

"Amazing tool for any CSM and AM teams. Highly recommend"

What do you like best about Planhat? PlanHat became an irreplaceable tool for me when it comes to managing my day, pipeline, finding out risk, or just additional information about accounts. I enjoy the automation the level of customization that PlanHat provides you with, so you can really make the most out of it. The customer-facing portal is a great way to share information with customers.

"A Game-Changer for our CS Team"

What do you like best about Planhat? Great 360-degree view of customer health What do you dislike about Planhat?

"Unlimited Extensibility"

What do you like best about Planhat? If you geek out over APIs and data-driven insights, no other CSM software enables as much customization and ease of tracking.

"Great product, CS team, and fast implementation!"

What do you like best about Planhat? We have a unique business use case, and Planhat has been a great tool to meet our unique needs. We like the customer intelligence module as well as the data module. And to have an NPS right out of the box has been fantastic!