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Planhat Logo
Planhat

Planhat

Composite Score
7.1 /10
CX Score
7.2 /10
Category
Planhat
7.1 /10

What is Planhat?

Planhat is a customer platform with a comprehensive, extensible data foundation. Powered by a series of flexible, horizontally-built modules, it combines UI elegance with best-in-class performance. We've always planned on becoming the CRM you run your entire business on. To achieve this, we haven't created a suite of specialized tools out of point solutions like hardcoded filters. Instead, we've built a distinct set of generic, interoperable building blocks that can be combined and recombined to meet specialized use cases.

Company Details


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Awards & Recognition

Planhat won the following awards in the Customer Success category

Planhat Ratings

Real user data aggregated to summarize the product performance and customer experience.
Download the entire Product Scorecard to access more information on Planhat.

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

87 Likeliness to Recommend

2
Since last award

87 Plan to Renew

7
Since last award

77 Satisfaction of Cost Relative to Value

1
Since last award


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Emotional Footprint Overview

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

+79 Net Emotional Footprint

The emotional sentiment held by end users of the software based on their experience with the vendor. Responses are captured on an eight-point scale.

How much do users love Planhat?

4% Negative
0% Neutral
96% Positive

Pros

  • Acts with Integrity
  • Security Protects
  • Respectful
  • Reliable

Cons

  • Vendor's Interest First

Feature Ratings

Average 76

Centralized Note Taking

82

Account Health Tracking

81

Onboarding Workflow Management

79

Onboarding Collateral Management

79

Reporting and Analytics

77

Customer Scorecards

76

Surveys and Polling

72

Onboarding Portal

71

CRM Integration

70

Vendor Capability Ratings

Average 75

Ease of Implementation

83

Breadth of Features

81

Business Value Created

80

Vendor Support

80

Availability and Quality of Training

78

Quality of Features

76

Ease of Customization

73

Ease of IT Administration

73

Product Strategy and Rate of Improvement

71

Ease of Data Integration

69

Usability and Intuitiveness

66

Planhat Reviews

Thomaz A.

  • Role: Information Technology
  • Industry: Engineering
  • Involvement: End User of Application
Validated Review
Verified Reviewer

Submitted Mar 2024

Easy to use

Likeliness to Recommend

10 /10

What differentiates Planhat from other similar products?

Very fastest

What is your favorite aspect of this product?

High speed and usability

What do you dislike most about this product?

Nothing to complain

What recommendations would you give to someone considering this product?

Think of improvement in usability

Pros

  • Helps Innovate
  • Reliable
  • Trustworthy
  • Efficient Service

Raksha P.

  • Role: Information Technology
  • Industry: Other
  • Involvement: End User of Application
Validated Review
Verified Reviewer

Submitted Sep 2025

Powerful Tool for Proactive Account Management

Likeliness to Recommend

8 /10

What differentiates Planhat from other similar products?

From my perspective, Planhat seems like a top-tier choice for customer success. Its biggest strength is the ability to centralize and unify our fragmented customer data from various sources into one clean view. What truly differentiates it is the high level of customization and its intuitive, user-friendly interface. It appears to be a powerful and flexible solution for companies looking to scale their customer success efforts without a steep learning curve.

What is your favorite aspect of this product?

The thing I love most about Planhat is how it makes sense of all our customer data. Instead of information being siloed in different tools, Planhat pulls everything together into one unified, 360-degree view. This allows us to understand customer health and act proactively, which is a huge step up from how we used to operate. The platform's flexibility and intuitive design are what truly make this powerful.

What do you dislike most about this product?

My least favorite aspect of Planhat, from my perspective, is the complexity of the initial setup and advanced features. While its flexibility is a huge pro, it also means there's a steep learning curve to unlock its full potential. Building complex automations or setting up custom metrics can feel like learning to code, and it takes a significant time investment to get everything right. This can be frustrating when you're trying to quickly build out a new workflow, and it makes me feel like we're only using a fraction of the product's power without a dedicated administrator.

What recommendations would you give to someone considering this product?

For someone considering this product, I'd give two main recommendations. First, be prepared to invest the time needed to fully set it up and learn the more complex features. While the core is intuitive, unlocking its true power for automations and custom metrics isn't a simple task. Secondly, don't shy away from using their support team. My experience has been that they are incredibly helpful during implementation and can guide you through the initial learning curve, which makes all the difference.

Pros

  • Reliable
  • Enables Productivity
  • Trustworthy
  • Unique Features
  • Role: Information Technology
  • Industry: Media
  • Involvement: Business Leader or Manager
Validated Review
Anonymous Reviewer

Submitted Sep 2025

My review as CSM

Likeliness to Recommend

10 /10

Pros

  • Reliable
  • Performance Enhancing
  • Includes Product Enhancements
  • Helps Innovate

Cons

  • Slower Product Innovation
  • Less Effective Service
  • Vendor Friendly Policies

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