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

"It boosted our relationship with clients!"

What do you like best about Planhat? Planhat was a great partner in mantaining good relationship with our clients and tracking all the events we had with them. It definetly helped in reducing our churn and in keeping good customar relationship. We recommend it!

"Everything we wanted and more we did not know we needed"

What do you like best about Planhat? We love the ability to automate actions and tasks based on customer behaviour. It is very user friendly to use but also to set-up including integrations. The number of native integrations ensures we can set up the system in Customer Success without depending on other internal resources. The system is constantly evolving with new features that also include our feedback.

"A very "

What do you like best about Planhat? To centralize all my CRM data into an all in one Customer Success Tool (sales deals, support tickets & chat, features usage tracking, satisfaction metrics etc.)

"Saves me so much time!"

What do you like best about Planhat? Planhat has changed how we work across the company. We struggled for a long time to get a customer centric mindset outside the customer success team but thats changed now. I really like the UI, and the way you can very easily find the information you are looking for. Their inbox concept for customer emails and chat is an absolutel life saver when people are on vacation. Generally a big fan.

"Great CS tool - powerful and fast to go live"

What do you like best about Planhat? So much faster to go live than other tools. Really easy UI but tons of flexibility.

"Planhat is a very efficient tool"

What do you like best about Planhat? The fact that everything is well organized in one place. What do you dislike about Planhat?

"Planhat gave us more visibility of customer insights from day 1!"

What do you like best about Planhat? The procurement side of working with Planhat was great. We went through quite a thorough RFP process and Planhat supported us every step of the way. We never felt like we were being sold to, Chris and the team listened to our requirements and gave solid advice and responses to our questions. It really set up the relationship for success before even signing with Planhat and meant we felt super confident we'd made the right choice once we'd made our final ...

"Integrou os setores de pós-venda e tornou a comunicação e feedbacks mais eficazes"

What do you like best about Planhat? Gosto da intuitividade do software, é fácil de compreender, principalmente se você já conhece conceitos de Customer Success. É uma ferramenta completa que está sendo muito útil para a equipe de Sucesso do Cliente do Proesc. E também um dos melhores benefícios é que o plano é cobrado pelo número de cliente, e não pela quantidade de usuários ativos, como a maioria dos softwares de CS.

"FERRAMENTA INTEGRATIVA DOS SETORES"

What do you like best about Planhat? Comunicação fácil e rápida entre os setores What do you dislike about Planhat?

"The most freindly software so far, give you all the information you need easy and simple"

What do you like best about Planhat? I really love the triggers, it's really helps to follow your missions and not miss anything. the personas and the segments are absolutly amazing, you can filter anything that you want to make an orginaized menegment to all your costumers.