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

"Customer success software review"

What do you like best about Planhat? I like Planhat because it is saving me and my team a huge amount of time every day but took relatively little time to set up. I think we use all the bells and whistles and it does a great job as a CS platform. Particularly like it for Onboarding and working with clients around major projects as well as getting insights about user data and things like healthscores. Very good tool.

"We are lowering churn with Planhat"

What do you like best about Planhat? It is 100% helping us lower churn. I have a lot more time in my day as simple stuff is automated

"Great tool for Onboarding and customer management"

What do you like best about Planhat? We have an edge use case of Planhat but it performs very well for what we need. Our focus is onboarding clients for programmes in our department and we moved from google docs, spreadsheets and trello to Planhat and havent looked back. Love having all the communication in one place and find the onboarding tools very intuitive. We all use for surveying.

"Planhat review"

What do you like best about Planhat? 1. Planhat implementation is straightforward 2. They do great CS.

"Big advocate for Planhat!!"

What do you like best about Planhat? Planhat's UI is very clean and they are clearly innovating in the customer success space. It was very easy (surprisingly easy) to get all our systems integrated and data flowing over their API. Their approach to onboarding was good - they pushed us hard to be at value quickly and always delivered on their parts. I like that they have good ideas about Success and challenged how we do things to be at best practices. I also like their revenue module - it ...

"very happy - good tool for CS teams"

What do you like best about Planhat? UI is very easy to navigate. Product has been well thought out. They are innovating in the space and have a lot of good ideas about CS. It is helping us be more customer centric as an organisation.

"Planhat is a great CS tool"

What do you like best about Planhat? 1. Strong consultation and advice around CS strategy. They really helped us figure out salary models as an example. 2. Product is very intuitive and getting better all the time. They seem to have several releases each month and are building depth into the product rather than just bloating it out with features.

"Very Strong Customer Success tool"

What do you like best about Planhat? Superb user interface - very easy to use but also very action oriented meaning we don't waste time clicking on unnecessary features. Design is very smart for a CS rep and the team offers great input to CS methodology. What I like most though is they seem to be trying to innovate in the space. Everyone knows the largest players but they are also very expensive. Planhat is genuinely challenging them with some smart innovations and a more reasonable pricing ...

"The best Customer Success tool out there "

What do you like best about Planhat? * The easy to use interface * The insights tab with usage, adoption and ARR for each clients and where they are in the lifecycle

"Actionable insights for our Customer Success team!"

What do you like best about Planhat? First of all they have a very intuitive and easy-to-use UI, something that was vital for us to ensure good adoption and daily use of the platform from our CS Reps.