Planhat Reviews in July 2026: User Ratings, Pros & Cons

"A daily essential"

What do you like best about Planhat? I like how quickly I can have a look at the history of a client's relationship & connect Gmail to have access to previous communications

"We use planhat on a daily basis to structure our work with our customers and get valuable insights."

What do you like best about Planhat? Its fast, easy to use and gives me the insights I need. What do you dislike about Planhat?

"Planhat delivers on its promises"

What do you like best about Planhat? The interface is quite easy to work with What do you dislike about Planhat?

"Easy to manage my portfolio of customers"

What do you like best about Planhat? In my opinion, the best feature on Planhat is the integration with different platforms (Intercom, Gmail, Slack and so on). It helps a lot in order to make sure that all the info is on the same place.

"Great tool for managing big portfólio and keep track of yout actions with clients!"

What do you like best about Planhat? Great visibility of the status of clients and planning actions with them. What do you dislike about Planhat?

"usefull tool that almost cover our needs in the customer care team"

What do you like best about Planhat? the portal, the ease of use to make some integration What do you dislike about Planhat?

"One Platform that gives me everything I want - I love it"

What do you like best about Planhat? Switched to Planhat lately. It simplifies my life a lot - with all the integrations the platform has with key CRM tools such as Salesforce, Redash, our SaaS platforms where I can track and manage the projects very efficiently.

"Great Product, even better support"

What do you like best about Planhat? We evaluated a number of CS tools before eventually settling on Planhat. We chose due to how easy it is to standup, use and get value from as a tool to operationalize our CS methodology. It's a great platform but the service and partnership from the Planhat team is even better.

"Beautiful intuitive software that has helped me reduce my churn"

What do you like best about Planhat? Intuitive building blocks that come together to create powerful set of tools; What do you dislike about Planhat?

"Charge up your CSM team with proactive usage of Planhat"

What do you like best about Planhat? Planhat is intuitive to use and very powerful for day to day task management for the CSMs; modules are well laid-out and link together well; integrations work pretty seamlessly, and the customer portal is a very powerful tool to share with customers. It gives you a 360-degree view of your customers and CSM activity. Naturally, their Customer success is wonderful!