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 311-320 out of 387
AU
Anonymous User
08/06/20
"Very easy-to-use CRM."
What do you like best about Planhat? Planhat is easy to implement and straight forward to use. What do you dislike about Planhat?
ME
Michael E
08/05/20
"Review of Planhat from a BizOps perspective"
What do you like best about Planhat? - Laser focused on CSM and their needs, rather than trying to fit all. This works well for those making the choice to choose the best product for each team's need, rather than trying to horseshoe a single product across teams
HH
Heathcliff H
07/23/20
"The Goldilocks CS Platform - it's 'Just Right'"
What do you like best about Planhat? Up and running in a day (including integration with Salesforce). Lets me keep tabs on the conversations everyone is having with my customers.
EP
Elaine P
07/21/20
"Helps me streamline my workflow!"
What do you like best about Planhat? Planhat has helped me and my team consolidate tons of docs into one easy-to-use place. Finding and assigning upsell and cross-sell opportunities for collaboration is simple, plus I can update my Director so he stays in the loop. I really enjoy being able to create and assign playbooks--it takes the guesswork out of onboarding steps and scheduling mid-year review calls.
MD
Magalí d
07/20/20
"Complete tool for every customer success team"
What do you like best about Planhat? I like Usage metrics, Playbooks and Triggers What do you dislike about Planhat?
MS
Marcelo S
07/20/20
"Amazing CS Software, we can do everithing about managin customers there"
What do you like best about Planhat? Planhat is very clean and easy to use. Playbook is a very nice tool to help employees to know what to do.
AU
Anonymous User
06/29/20
"Lots of data - some unused functionality"
What do you like best about Planhat? The interface is clean and the different tabs provide insights into customer usage + utilization. What do you dislike about Planhat?
AU
Anonymous User
06/29/20
"Lots of data - some unused functionality"
What do you like best about Planhat? The interface is clean and the different tabs provide insights into customer usage + utilization. What do you dislike about Planhat?
HC
Hanna C
05/27/20
"A great tool for our Customer Success team"
What do you like best about Planhat? The best thing about Planhat it that it helps us to keep track on how our customers are doing and to plan our work in an easy way.
AU
Anonymous User
05/26/20
"Fantastic software for Customer Success"
What do you like best about Planhat? I've found Planhat incredibly easy to use and fast to set-up. I think we were live within 2-3 weeks of purchasing which for CS software and a medium sized company like us, is phenomenal. The team is great to work with, the product is intuitive and easy to use and we are already getting great value.
Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].