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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 231-240 out of 387

AU

Anonymous User

07/15/21

5 out of 5

"So organised and time saving"

What do you like best about Planhat? I can have access to the history of any users What do you dislike about Planhat?

AU

Anonymous User

07/09/21

5 out of 5

"The Tesla of Customer Platforms!"

What do you like best about Planhat? Easy-to-use customer platform, while it at the same time provides massive amounts of customer data for those long-term business insights. Great tool for all levels of our company, especially since they don’t charge per user (like its competitors) which means its easy to get everyone on board. Also extra plus for a super supportive support.

JB

James B

06/21/21

5 out of 5

"Flexible, powerful CSM tool for customer and business intelligence - all the dashboards you need"

What do you like best about Planhat? PlanHat is a fantastic customer success platform. It’s intuitive and easy to use. The customer health scores and renewal management have helped streamline our processes and improve the customer experience. Integrating with HubSpot was very simple and has improved the sales handoff to customer success experience for our clients.

JB

James B

06/21/21

5 out of 5

"Flexible, powerful CSM tool for customer and business intelligence - all the dashboards you need"

What do you like best about Planhat? PlanHat is a fantastic customer success platform. It’s intuitive and easy to use. The customer health scores and renewal management have helped streamline our processes and improve the customer experience. Integrating with HubSpot was very simple and has improved the sales handoff to customer success experience for our clients.

NB

Nicole B

06/14/21

5 out of 5

"Great CSM tool, user-friendly, excellent support, an essential for every CS team"

What do you like best about Planhat? PlanHat has all the features a Customer Success team needs to drive value for customers. Since implementing PlanHat, we better understand our customers. By connecting all our customer data, PlanHat allowed us to create actionable insights and enhance our customer experience. As a Customer Success Manager, I’ve created aligned processes for the entire customer lifecycle.

NB

Nicole B

06/14/21

5 out of 5

"Great CSM tool, user-friendly, excellent support, an essential for every CS team"

What do you like best about Planhat? PlanHat has all the features a Customer Success team needs to drive value for customers. Since implementing PlanHat, we better understand our customers. By connecting all our customer data, PlanHat allowed us to create actionable insights and enhance our customer experience. As a Customer Success Manager, I’ve created aligned processes for the entire customer lifecycle.

JO

Judith O

06/07/21

5 out of 5

"Great product that helps us to manage our clients efficiently"

What do you like best about Planhat? am very happy with the support I get from the team and the UI and capabilities of the platform What do you dislike about Planhat?

JO

Judith O

06/07/21

5 out of 5

"Great product that helps us to manage our clients efficiently"

What do you like best about Planhat? am very happy with the support I get from the team and the UI and capabilities of the platform What do you dislike about Planhat?

PB

Paul B

06/01/21

5 out of 5

"Excellent, easy-to-use platform that has hugely helped visibility of key metrics and customer data"

What do you like best about Planhat? We've found it very easy to use & implement, meaning that we've gone from using many Google Sheets and manual work to keep multiple trackers updated to everything being fully automated and centralized in just over a month. The impact was immediate. Also, they don't charge per user so we can give everyone access. We don't get asked every 2 minutes for updates - everyone knows they can just check the dashboards in PH!

PB

Paul B

06/01/21

5 out of 5

"Excellent, easy-to-use platform that has hugely helped visibility of key metrics and customer data"

What do you like best about Planhat? We've found it very easy to use & implement, meaning that we've gone from using many Google Sheets and manual work to keep multiple trackers updated to everything being fully automated and centralized in just over a month. The impact was immediate. Also, they don't charge per user so we can give everyone access. We don't get asked every 2 minutes for updates - everyone knows they can just check the dashboards in PH!

Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].