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

"Planhat's playbook approach is a perfect fit for our company and how we want to support our clients"

What do you like best about Planhat? The Planhat playbooks allow our team to continue to evolve on how we want to support our client's success. We quickly adapt as our clients need change.

"Planhat is a powerful CS tool that allows you to cater to the full lifecycle of a client/company."

What do you like best about Planhat? One thing that is great about Planhat is being able to log activities across other tools so you can keep track of everything and ensure they're taken care of on all fronts.

"Relentless support from a highly professional team of experts"

What do you like best about Planhat? I'm not an technically-minded person, nor is my background in customer support. That said, much of what I do on a day-to-day basis includes both skillsets. Despite that, I've been successful in my position thanks to the Planhat team, whose ongoing support, guidance, and user interface have given my team everything we've needed for success (and then some). We are by no means the easiest client and have asked for several customizations, all of which the ...

"It is a robust system yet very easy to use and navigate"

What do you like best about Planhat? I like that there is a ton of info on Planhat. I like having the data for my customers laid out in one screen. I also like the notes and playbook use. And the fact that I can jump on a call with my CSM is huge. That takes the stress of trying to figure things out away. Their integrations with our other platforms is super helpful as well so I can have everything in one place.

"Extremely Intuitive"

What do you like best about Planhat? Planhat is simple to usee, extremely powerful, has straightforward billing and customer support is bar none the best. Shout out to our awesome CSM Peter!

"Extremely Helpful CS Software!"

What do you like best about Planhat? I love how Planhat can take care of ALL my CS needs! Previously we were using Notion, Asana, Hubspot, and various G-Suite products to manage everything which became quite tedious. Planhat is user friendly and makes my job a million times easier.

"Planhat is an excellent Customer Success tool"

What do you like best about Planhat? Accessibility of usage data, workflow automations, integrations with existing tech stack, responsiveness of the Planhat team.

"Planhat is an excellent Customer Success tool"

What do you like best about Planhat? Accessibility of usage data, workflow automations, integrations with existing tech stack, responsiveness of the Planhat team.

"Great company, great service, and an amazing product."

What do you like best about Planhat? Everything! From the very start, the team have been amazing, clearly understanding the ever-changing priorities, issues, and goals of our company and being very flexible to come up with solutions that work for us. Aside from the service provided the product is great, super customisable, integrates easily with our current tech stack, and provides a level of detail for reporting that we just didn't have before. On top of this, the customer portal, ...

"I would recommend Planhat!"

What do you like best about Planhat? The product helps manage the project pipeline, correlating tasks and follow-ups. The playbooks are versatile and address most of our needs. The articles and the support team are great if I am in a pinch; I can definitely get answers to my questions in a quick time frame.