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

"Potentially it can be a great CS tool but they have a long way to go "

What do you like best about Planhat? Planhat is great if you want to work with diifferent data regarding your customer, NPS, health score. With the insights and lifecycle information you are able to view at a glance the health and information about your customers. We also have an integration to track all interactions with the customer, so no info is lost. The salespipe is also an interesting feature which allows you to track potential cross and upsell with your customer base. They also have ...

"Great platform"

What do you like best about Planhat? Very configurable to your health tracking needs. Awesome customer service as well. What do you dislike about Planhat?

"Great support, indispensable customer success tool"

What do you like best about Planhat? There's a lot of things I love about PH, but the two functions that make it indispensable for us are: 1) Playbooks/plays - love the ability to create plays and playbooks that can be triggered automatically, giving us an easy way to create, manage, and execute entire workflows.

"Must have tool, solves massive painpoints"

What do you like best about Planhat? I like how Planhat is specifically built as a CRM for customer success, everything else in the market is designed for either ticketing/troubleshoot or it's sales CRM. Nothing else out there is built for people that have a retention model, who want SaaS clients recurring. Planhat is that golden tool, the salesforce for SaaS businesses and it has come a long way even in the past 12 months.

"Planhat saves us nearly a full FTE"

What do you like best about Planhat? The playbook, triggers and customer phases have allowed us to grow signficantly whilst producing a material saving hours required to run complex, multi-leg customer management process. The shift from a prrevious checklist/ticket based system to one that automatically triggers playbooks dependant on the customer phase has probably saved use collectively 6-9 hours per day (on a team of 12) in time spent on followup, rework and manual button clicking.

"If you're not using Planhat, you're doing the wrong thing!"

What do you like best about Planhat? Clean, simple UX and great customer support. What do you dislike about Planhat?

"Fast growing & flexible Customer Success tool"

What do you like best about Planhat? We choose Planhat mainly because their technical setup and their extensive & structured API. As a customer we now experience the benefits of these technical advantages. We have build a custom integration but also use their out of the box integrations with Segment, Freshdesk & Promoter.io. In addition to these technical benefits their customer success team (& development team) is very responsive. Some of our feature requests were developed and implemented ...

"Very powerful tool"

What do you like best about Planhat? I like the way Planhat helps me to keep track of all my customers. It has a good integration with SalesForce, Zendesk and Outlook. I never had to use their support, but heard great things from coworkers regarding setting a meeting for help or ideas how to improve. I am overall very impressed with Planhat.

"Quick planhat review"

What do you like best about Planhat? great team, clean UI, all the info i need about clients in one place and automations save me a lot of time. What do you dislike about Planhat?

"Review for Planhat"

What do you like best about Planhat? I really like the Planhat UI. Its clean, simple and helps me see everything i want to where I want it. Its great to have all customer data in one place.