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

"A one-stop-shop for the CSMs to manage their work"

What do you like best about Planhat? I like how easy it is to create filters to find relevant customer data. Planhat gives vast opportunities to admins. What do you dislike about Planhat?

"All customers always in sight"

What do you like best about Planhat? Intuitive interface, quickly learned/understood by every employee navigatoin with a few clicks

"Planhat helps us bringing our CS organization to the next level!"

What do you like best about Planhat? To give you a better understanding of how we use Planhat I divided my feedback as following: Software:

"Great tool with minor difficulties"

What do you like best about Planhat? Great tool to get an overview over all your customer data and so many possibilities to minimize manual work with automations and playbooks. And so much more possibilities we haven't explored yet. Planhats Support is outstanding.

"Great tool with minor difficulties"

What do you like best about Planhat? Great tool to get an overview over all your customer data and so many possibilities to minimize manual work with automations and playbooks. And so much more possibilities we haven't explored yet. Planhats Support is outstanding.

"Planhat is amazing!"

What do you like best about Planhat? Planhat is a super facilitator of routines and management. Its features help Belvo's Customer Success team monitor the customer on a daily basis, create automated playbooks that help us with standardized tasks, perform simple and in-depth analysis, generate insights into the portfolio, and so on. Using the planhat in its entirety, we have an omnichannel view of the customer and are able to act quickly. Planhat also has many integrations with other ...

"Data driven customer engagement"

What do you like best about Planhat? I like how flexible and data-driven the platform is. Excellent customer service (CSM + Technical Engineer). The structured playbooks and customizable filters are the top features

"An amazing tool for CSM team and management"

What do you like best about Planhat? - playbooks are amazing ways to track performance and to keep track of your (your teams') activities and progress - bi-directional sync with SFDC allows us to work fully out of the PlanHat only. This also gives us the flexibility to collaborate comfortably with teams that work strictly in SFDC only.

"just another level"

What do you like best about Planhat? Everything is awesome to Planhat From the automatic updates within the profiles to save me hours to the playbooks so my customers can be addressed at the right time at the right place.

"Not only is Planhat a powerful tool, but their team is amazing to work with too!"

What do you like best about Planhat? It's a very intuitive platform that gives you a 360 view of our customers. This will for sure increase the customer experience and revenue expansion.