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

"Powerful tool for customer management"

What do you like best about Planhat? All-in-one platform, helps the customer success teams centralize all information and interactions concerning their clients' portfolio.

"Great tool to structure your daily life as CSM"

What do you like best about Planhat? The Health Score and the possibility to include usage from our platform/customers data in it. The Health Score helps me to have a good and quick overview of the "health status" of my customers.

"Has improved productiveness and quality of touch points with my customers"

What do you like best about Planhat? - Being able to create reports which update in real-time to show which customers need my attention. - Having health scores which update in real-time

"Great product, better support!"

What do you like best about Planhat? The ability to merge the CS process into data analysis is really well done. What do you dislike about Planhat?

"Planhat rocks!🚀"

What do you like best about Planhat? Changed our teams lives 😊 We are working in a much better and more effective way thanks to Planhat! What do you dislike about Planhat?

"Super helpful in getting the team organized and having a good overview of CS portfolios"

What do you like best about Planhat? Planhat is fairly straight forward to use, which has been great in terms of set up as long as we aren't overcomplicating it. We really enjoy that is quite flexible, and does allow us to improve a lot of how we handle things internally. The added bonus to this is that it means we can also share the information far easier and improves the communication not just within the team but with other departments as well.

"Great support from their team and so many use cases supported!"

What do you like best about Planhat? The support - Sabrina is always on hand to help and has great suggestions. They also take a lot of our suggestions which is great.

"Very helpful onboarding from both chris and sabrina"

What do you like best about Planhat? Integrations and the customer portals we use everyday What do you dislike about Planhat?

"A partnership to scale"

What do you like best about Planhat? We are in the midst of inserting Planhat at the heart of our business. In order to do this, you need the confidence that software is good enough, but more importantly that they have a team who is invested in helping us achieve this.

"Been using almost a year review"

What do you like best about Planhat? Planhat has a relatively straightforward user interface; you will be able to jump straight into the account page with little training and will have no problem navigating as a general user. It is also highly customisable & integratable provided you are able to script out what information you need to feed into Planhat.