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

"PlanHat has made my job as a Success Manager so much easier!"

What do you like best about Planhat? The most useful part of PH is telling us exactly who we need to contact on a certain day. Not having to spend time to research my customers has saved so much time.

"A solid customer success platform"

What do you like best about Planhat? Delightful user interface, strong self-serve configurability, good support, insightful webinars, gives you exposure to strong CS practices applied to you as a customer

"Planhat Client Success"

What do you like best about Planhat? After using PH a little more I've determined that it doesn't have nearly the functionality we need as a growing CS team. It is clunky, often glitchy and not user friendly or intuitive.

"Very useful tool!"

What do you like best about Planhat? Customizable and helps to have all client information in one place! I love the options of a customer portal to provide helpful information and the integration options to have all the information needed in one place for clients!

"Structure your CSM processes with Planhat"

What do you like best about Planhat? Planhat allows us to aggregate all customer-related data and activities in one place. It gives us a 360 overview of every customer, which allows us to analyse and plan next steps or actions to be taken.

"Working with PlanHat on a daily basis."

What do you like best about Planhat? I really like PlanHat's simplicity and the way it interacts with other apps. I find myself using PlanHat at least 4-5 hours a day as it's part of my day to day work and I very rarely get any delays or malfunctions with the software.

"An absolute must-have for CS teams"

What do you like best about Planhat? Planhat knows customer success! The platform is easy to use but full of extremely powerful information for customer success teams. Setting it up was simple and our CSM was helpful guiding us through each step of the process. As experts in CS, the team understood our needs and was friendly, supportive and attentive during onboarding. The platform has become a part of our daily lives, where we can track everything from meeting notes, customer reminders, ...

"Planhat gives us a lot of customer insights that helps us out bring more success to our customers"

What do you like best about Planhat? The customer insights that we gain from Planhat. Alongside these insights, we can create activities and notifications for our team to follow up on the insights and create more value for our customers. We don't longer depend on our gut feeling but now also trust the data from Planhat!

"My experience with Planhat has been incredible!"

What do you like best about Planhat? The customization that we are able to have with Planhat is unmatched. We love the Customer Portal, the ability to create dashboards ourselves, and the opportunity for automation in our daily routines. What we like best is the personnel. Everyone we have come in contact with, from sales to our CSM, Peter Robatille, has been personable, helpful, and willing to get creative with us to achieve our goals.

"Planhat = Better CS Life"

What do you like best about Planhat? I've used planhat in different organizations, and the greatest thing is how easy Planhat is to use and implement. Our onboarding was great, super quick, and we were getting results and benefits almost immediately. I love the NPS tool and how reports look like in Planhat.