Planhat

About Planhat
Planhat is the leading customer success software that empowers organizations to acquire, service, and grow lifelong customers. The platform serves as a single source of truth and customer-centric control center for sales, service, and success teams. Planhat's robust data management capabilities enable businesses to unify and transform data from across their entire tech stack, allowing them to act on customers as they analyze them.
The platform's intuitive yet deep interface provides a scalable solution that can be adopted by teams in a matter of days. Planhat's data explorer allows anyone to transform no-code queries into meaningful customer actions with ease. The software's advanced data transformation tools and opinionated data primitives create a clean, customer-centric data model, while granular access controls ensure secure collaboration across the organization.
Planhat offers specialized tools tailored to the unique needs of various industries, from software and IT services to business services, connected businesses, healthcare, and financial services. With features like usage-based engagement campaigns, inventory auditing, and project milestone tracking, the platform empowers businesses to optimize operations, deliver exceptional customer experiences, and drive sustained growth. Trusted by industry leaders, Planhat is the comprehensive customer success platform that enables organizations to acquire, service, and grow their most valuable asset - their customers.
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Reviews
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- Industry: Information Technology & Services
- Company size: 51–200 Employees
- Used Weekly for Free Trial
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 7.0 /10
Planhat - the flexible and powerful customer success tool
Reviewed on 2025/01/16
Pros
This is a nice tool to manage customer success for your own business. It helped me to manage retention and engagement easily. overall a good tool.
Cons
It took me a hard time when it comes to learning and adapting to the advance features. if I try to setup a complex workflow it took me some time and reporting and analytics is also not user friendly as some dedicated tools
- Industry: Computer Software
- Company size: 2–10 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
During COVID Planhat has allowed us to transition to working remotely whilst streamlining our...
Reviewed on 2020/09/01
Our business operations consist of detailed and complex series of business processes that are...
Our business operations consist of detailed and complex series of business processes that are required to signup, onboard and retain our customers. Planhat allowed us to solve the problem of transitioning from a high-contact team working in the same location to one that is now working remotely and much less 'in the loop' that we previously were. Whilst Zoom and Slack are handy for keeping in contact you still miss the discussions on the way to lunch on in the hallway. Planhat has been our safety net ensuring that nothing gets missed and everything happens at the right time.
Pros
Planhat's complete customisability is its biggest benefit for us. We have a complex and multi-path series of business processes that require non-standard and integratable information at every step. Planhat allowed us to automated our processes through playbooks that trigger off this information and their easy to use API has allowed us to integrate our others systems directly into PH making our transition to remote work smooth and error free.
Cons
Nothing. Planhat is an extremely well fleshed out system supported by a team that are clearly experts on not just their own system but CRM systems in general; a question of 'how do i' usually leads to a much better solution than we initially thought about and the capabilities of the system are constantly expanding each month
- Industry: Automotive
- Company size: 11–50 Employees
- Used Weekly for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 4.0 /10
Quality Basic CSM tool
Reviewed on 2019/11/26
Overall it solved a few use cases for us but not enough for us to continue to use the software
Overall it solved a few use cases for us but not enough for us to continue to use the software
Pros
It was good for a few of our use cases, but because we did not implement all the functionality it was not the best fit for us.
Cons
The UI was a little rough around the edges not very clean compared the the best tools out there
- Industry: Marketing & Advertising
- Company size: 2–10 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
The best CS tool to scale your business operations and improve your customer experience
Reviewed on 2021/06/14
Before using PlanHat we had very little insight into our customer health and how they were using...
Before using PlanHat we had very little insight into our customer health and how they were using our technology. PlanHat enabled us to understand our customers better and what features and UX needed to be improved.
We have saved so much time automating workflows and assigning playbooks for onboarding new customers.
Pros
The customer health scores and renewal management have really helped streamline our processes and improve the customer experience.
Our customers love their Customer Portal where we share playbooks, usage dashboards and success plans. This transparency has improved adoption and helped us build trust.
It's really easy to use and intuitive - while still providing powerful data insights and reports.
Cons
Not much to dislike - there were some limitation with usage tracking for Parent-Child companies, but I know they were working on some updates on this.
Reasons for Switching to Planhat
PlanHat was easier to use and wouldn't require as much time to setup and onboard. The software was more user-friendly and better value.- Industry: Program Development
- Company size: 11–50 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Great Platform for the Technically-Average
Reviewed on 2021/01/13
There's certainly a learning curve, when you first start. But, as soon as you understand how to...
There's certainly a learning curve, when you first start. But, as soon as you understand how to build filters or triggers, you'll be in great shape. At that point, you'll be able to create all kinds of useful features for a wide variety of purposes.
Pros
You can set up your system to be as simplistic or as complex as you would like it to be. You can also restrict the actions of your users via Role Management, so when you finally build out those complex filters or metric analytics, you won't have wandering hands meddling with your filters or code.
Cons
Some of the filter options are labelled somewhat deceivingly, or are at least inconsistent with what their relative data fields are called on the front end. i.e. "Workflow/Template" for "Playbooks"
Alternatives Considered
Dynamics 365Reasons for Choosing Planhat
Poor proactive Customer Success-centric capabilites.Switched From
Dynamics 365Planhat FAQs
Below are some frequently asked questions for Planhat.Q. What type of pricing plans does Planhat offer?
Planhat offers the following pricing plans:
- Free Trial: Not Available
Q. Who are the typical users of Planhat?
Planhat has the following typical customers:
51–200, 201–500, 501–1,000, 1,001–5,000
Q. What languages does Planhat support?
Planhat supports the following languages:
English
Q. Does Planhat support mobile devices?
Planhat supports the following devices:
Q. What other apps does Planhat integrate with?
Planhat integrates with the following applications:
Aircall, Amplitude, Azure Cognitive Services, BigQuery Connector for Jira, Delighted, Freshdesk, Gmail, Gong.io, Google Calendar, Google Cloud, Google Drive, Help Scout, HubSpot CRM, Intercom, Jiminny, Mailchimp, Microsoft Teams, Mixpanel, Pendo, Pipedrive, PostgreSQL, Ringover, Salesforce Service Cloud, SatisMeter, Segment, Slack, Snowflake, Stitch, Zapier, Zendesk Suite
Q. What level of support does Planhat offer?
Planhat offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base, 24/7 (Live rep), Chat
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