Planhat Reviews in July 2026: User Ratings, Pros & Cons
Empowering customer success with data-driven insights.
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Starts from $1,150 / Month
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 371-380 out of 387
AU
Anonymous User
06/08/18
"The best Customer Success Management Platform"
What do you like best about Planhat? Great technology, strong team! I like the flexibility in the product and the Planhat teams deep understanding of Customer Success. The platform provides visibility into the customer data - we get a comprehensive 360 view of the portfolio, customer, and user. I really like the feature-level insights and the fact that you can track health on a user-level. .
AU
Anonymous User
06/07/18
"Customer Success made easy"
What do you like best about Planhat? Easy setup, high level of customization. What do you dislike about Planhat?
AU
Anonymous User
06/04/18
"Client Success Optimization through Planhat "
What do you like best about Planhat? Customization and the level of curation. What do you dislike about Planhat?
AU
Anonymous User
06/01/18
"Great tool for client success teams - helps you proactively tackle churn risk clients"
What do you like best about Planhat? PlanHat has helped our client success team focus their efforts on churn risk clients. The tool provides full transparency, allowing you to see which PLIs are not adopted. One of the most difficult parts of client success is prioritization and this tool does 50% of the work for you. The PlanHat team has also been very accommodating during our onboarding by implementing requests quickly!
AU
Anonymous User
05/31/18
"PlanHat"
What do you like best about Planhat? The transparency and ability to see how certain clients are interacting with our software and in exactly what way. What do you dislike about Planhat?
CH
Colin H
05/29/18
"Planhat to Drive Adoption"
What do you like best about Planhat? Planhat lets me easily asses and ID clients who need proactive consultation from our team to drive stronger product adoption
AU
Anonymous User
04/19/18
"Great customer success software"
What do you like best about Planhat? It was easy to set-up and it meets all the expectations of a company as large as ours.. Planhat clearly helps our CSMs to be more efficient and prioritize their work.
AU
Anonymous User
04/15/18
"A very happy user!"
What do you like best about Planhat? I think Planhat is very user friendly, has a good price and the team is very responsive to feedback. What do you dislike about Planhat?
KO
Kristian O
04/13/18
"A great tool to be able to handle your clients. "
What do you like best about Planhat? The adoption feature they offer is a great way to know if our customers are using the tool and specific features, and if not, it let’s me know I need to reach out to them. It is a great addition to the health score!
AU
Anonymous User
04/10/18
"Great tool for CS/CX"
What do you like best about Planhat? - I like how easy Planhat is to use and how much it has evolved over the years - We have Planhat synced with Gmail and Intercom which gives us a good understanding for customer relations, who is in touch with who and how often etc
Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].