Planhat Reviews in July 2026: User Ratings, Pros & Cons
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Planhat Reviews & Ratings
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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 241-250 out of 387
MC
Mackenzie C
05/27/21
"Robust, Easy to Use, Lots of Value Add"
What do you like best about Planhat? Really dynamic, robust CRM that we are using for customer success principally. The interface is clean, easy to understand. There are SO many possibilities in terms of tracking, alerts, automation, as well as manual tracking. You can add fields (via integration or manually) to really enrich the data and outcomes. Great overview of customer data, books of business, team productivity, playbooks. You can get very granular with reports and also pull up ...
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EG
Erin G
05/27/21
"Very helpful CRM Tool"
What do you like best about Planhat? I love that PlanHat has a very easy way to enter in playbooks that can be applied to different accounts and that emails can be sent straight from the tool rather than having to switch back and forth between Planhat, Salesforce, and my email. It's great to have it all in one place.
GF
Genny F
05/27/21
"Fantastic onboarding and support team!"
What do you like best about Planhat? The onboarding and support team doesn't only explain how to use the platform but makes suggestions on how to organize your own processes.
MB
Mia B
05/27/21
"Best customer success management system I have experienced"
What do you like best about Planhat? The user-friendliness, plug and play, amazing look and feel + customer support is always available within the minute and always thinking in solutions.
MC
Mackenzie C
05/27/21
"Robust, Easy to Use, Lots of Value Add"
What do you like best about Planhat? Really dynamic, robust CRM that we are using for customer success principally. The interface is clean, easy to understand. There are SO many possibilities in terms of tracking, alerts, automation, as well as manual tracking. You can add fields (via integration or manually) to really enrich the data and outcomes. Great overview of customer data, books of business, team productivity, playbooks. You can get very granular with reports and also pull up ...
Read more
MB
Mia B
05/27/21
"Best customer success management system I have experienced"
What do you like best about Planhat? The user-friendliness, plug and play, amazing look and feel + customer support is always available within the minute and always thinking in solutions.
LR
Lalaine R
04/29/21
"The most comprehensive App that I can recommend!"
What do you like best about Planhat? I liked how easy it is to use the functional tabs and if ever there is a concern and I need help, customer service chat is very helpful! I guarantee you!
LR
Lalaine R
04/29/21
"The most comprehensive App that I can recommend!"
What do you like best about Planhat? I liked how easy it is to use the functional tabs and if ever there is a concern and I need help, customer service chat is very helpful! I guarantee you!
DC
Daniel C
04/23/21
"We love PlanHat at Chili Piper -- A must have for Customer Success"
What do you like best about Planhat? The support from Planhat's staff during the implementation and roll-out phases. They are on-hand to answer any questions, provide help and support, and they are extremely responsive and helpful. Awesome team. Amazing leadership. Incredible tool
DC
Daniel C
04/23/21
"We love PlanHat at Chili Piper -- A must have for Customer Success"
What do you like best about Planhat? The support from Planhat's staff during the implementation and roll-out phases. They are on-hand to answer any questions, provide help and support, and they are extremely responsive and helpful. Awesome team. Amazing leadership. Incredible tool
Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].