
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 291-300 out of 387
AU
Anonymous User
10/14/20
"Très bon CRM pour mon suivi quotidien"
What do you like best about Planhat? Ergonomie du site Le nombre d'informations présentes
AU
Anonymous User
10/14/20
"Planhat provides great insides, moreover the possibilities of the software grow very fast!"
What do you like best about Planhat? Planhat provides a lot of insides into your customers and is expanding the options rapidly. Moreover the support you get from Planhat is great (chat, CSM, and API support).
AU
Anonymous User
10/14/20
"Très bon CRM pour mon suivi quotidien"
What do you like best about Planhat? Ergonomie du site Le nombre d'informations présentes
OB
Oliver B
10/07/20
"allows me to have my clients' information in a much more secure and digitized way"
What do you like best about Planhat? It has a very friendly interface that allows me to navigate through the entire system without any inconvenience, its customer service team is quite receptive when it comes to commenting on any questions or problems that arise during the use of the system, in addition allows me to adapt to the needs of my clients and to organize their requirements in a much simpler and simpler way, since it has a virtual board that is perfect for this function, not to ...
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OB
Oliver B
10/07/20
"allows me to have my clients' information in a much more secure and digitized way"
What do you like best about Planhat? It has a very friendly interface that allows me to navigate through the entire system without any inconvenience, its customer service team is quite receptive when it comes to commenting on any questions or problems that arise during the use of the system, in addition allows me to adapt to the needs of my clients and to organize their requirements in a much simpler and simpler way, since it has a virtual board that is perfect for this function, not to ...
Read more
AU
Anonymous User
10/02/20
"Amazing system !"
What do you like best about Planhat? Customization and synchronisation with mails ! These two things are huge advantages that makes Planath really great and very helpful in order to follow all types of customers with different maturity.
BW
Bekkie W
09/29/20
"Amazing support and assistance in getting set up!"
What do you like best about Planhat? I am still in the onboarding phase of getting Planhat set up so I can't comment on everything once up and live but so far the help and support I have received has been amazing! Linda, Vitor and the team at Planhat have made the process enjoyable and are on hand to help with best practice and advice when needed!
TL
Tom L
09/28/20
"Powerful tool with an incredibly supportive team to back it up!"
What do you like best about Planhat? Planhat has allowed us to move away from an often chaotic mix of spreadsheets, Hubspot & several other tools to manage customer information, and allows us to serve up the right data at the right time, enabling us to be a far more proactive team.
TB
Team B
09/01/20
"We've streamlined our operations during COVID with Planhat while working remotely"
What do you like best about Planhat? Planhat's customisability allows us to to record and integrate client and contact information that it non-standard but critical to our operations. We've been able to use this additional information to trigger and manage playbooks that allow us to automated our business processed.
CR
Camille R
09/01/20
"Using Planhat for a year now!"
What do you like best about Planhat? - The support teams reactivity and kindness - The day to day ease of use
Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].