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Planhat - Customer Success Software

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

Empowering customer success with data-driven insights.

4.7

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Starts from $1,150 / Month

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Planhat Reviews & Ratings

4.7

Excellent

Based on 200 ratings & 387 reviews

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Rating Distribution

Excellent

(315)

Very Good

(65)

Good

(2)

Poor

(3)

Terrible

(2)

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 381-387 out of 387

AU

Anonymous User

04/09/18

5 out of 5

"Amazing team and a great product"

What do you like best about Planhat? Planhat is simple, but yet powerful. In addition to this I really like the team. Always nice and supportive. What do you dislike about Planhat?

AU

Anonymous User

04/09/18

5 out of 5

"Great system, responsive support: a useful tool!"

What do you like best about Planhat? I really appreciate the speed with which the planhat support team get back to me on questions or issues. This means that even when there is something not working as I would hope or expect, it is handled swiftly. The system is very intuitive and easy to get started with

EM

Earl M

03/28/18

5 out of 5

"Planhat"

What do you like best about Planhat? Planhat is simple. The play system allows me to keep track of what my next move is. Customer service is very quick to respond.

AR

Ashwin R

02/07/18

0 out of 5

"Terrible Experience"

What do you like best about Planhat? I liked my initial interactions with Niklas Skag and the fact that they gave us a short trial to evaluate Planhat What do you dislike about Planhat?

AU

Anonymous User

10/31/17

5 out of 5

"Simple and Powerful Customer Success Tool"

What do you like best about Planhat? Planhat is easy to use. Their playbooks and activities makes it easy to track both customer success and team tasks. It connects perfectly with SF and is always updated with great new features.

DN

Danté N

09/08/17

4 out of 5

"Great CSM tool!"

What do you like best about Planhat? Universal filtering of accounts per CSM is great to see. What do you dislike about Planhat?

DN

Danté N

09/08/17

4 out of 5

"Great CSM tool!"

What do you like best about Planhat? Universal filtering of accounts per CSM is great to see. What do you dislike about Planhat?

Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].