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 271-280 out of 387
RR
Rachel R
02/24/21
"Planhat is an essential CS management tool"
What do you like best about Planhat? The fact that I can easily see all communication to accounts That I can create playbooks and track them What do you dislike about Planhat?
MW
Matthew W
02/24/21
"A great CS tool that you may not have heard about"
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.
CA
Carmel A
02/24/21
"Great tool and recommended... integrations a tiny bit lacking"
What do you like best about Planhat? The power and flexibility of reporting is great, and it's DEFINITELY built for CSMs. What do you dislike about Planhat?
HY
Hilton Y
02/24/21
"Everything you need for a growing CS team"
What do you like best about Planhat? No limit on seats, customer success team at Planhat very supportive, the support team is increasingly responsive and there are heaps of features to help us drive our business forward during our growth phase.
AU
Anonymous User
02/24/21
"Very efficient software"
What do you like best about Planhat? Customization options and the ability to log multiple contact methods all in one place. What do you dislike about Planhat?
AU
Anonymous User
02/24/21
"The Best tool to manage your clients!"
What do you like best about Planhat? Planhat allows you to keep everything up to date, and keep track of everything. What do you dislike about Planhat?
TO
Tegan O
02/15/21
"We love Planhat!"
What do you like best about Planhat? The simple UI, you can tell it's been designed for Customer Success by Customer Success! The team are amazing, always supportive and very hands on. They actually listen to our product feedback and we've seen the changes in the product.
CJ
Chris J
02/02/21
"Fantastic, easy to use platform that helps give structure to our Customer Success team"
What do you like best about Planhat? The ease of navigation and customisation possible. What do you dislike about Planhat?
RR
Rotem R
02/01/21
"A great solution for customer success and enhancing user experience"
What do you like best about Planhat? It's not just for CSMs but for many other aspects around making sure we know and feel the heartbeat. Helps to create better experiences for our users and apparently can be a great tool for me as a PMM.
AU
Anonymous User
02/01/21
"Quick value, good customer service"
What do you like best about Planhat? - Willingness to hop on the phone to troubleshoot and overview functionality - Cleanest interface of CSMs we explored
Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].