NEWJoin 2M+ software buyers|Get Weekly Insights, Trends & Expert PicksSubscribe free →

Spotsaas logo
Planhat - Customer Success Software

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

Empowering customer success with data-driven insights.

4.7

Add to compare

Starts from $1,150 / Month

See Plans & Pricing

Planhat Reviews & Ratings

4.7

Excellent

Based on 200 ratings & 387 reviews

Are you using Planhat?

Rating Distribution

Excellent

(315)

Very Good

(65)

Good

(2)

Poor

(3)

Terrible

(2)

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

Filter results

Sort by :

Relevance
Relevance
Highest-Rated
Lowest-Rated
Least-Recent
Most-Recent

Share this page

Showing 291-300 out of 387

AU

Anonymous User

10/14/20

4 out of 5

"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

4.5 out of 5

"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

4 out of 5

"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

4 out of 5

"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

OB

Oliver B

10/07/20

4 out of 5

"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

5 out of 5

"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

4.5 out of 5

"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

5 out of 5

"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

5 out of 5

"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

4.5 out of 5

"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].