Planhat 2026: Benefits, Features & Pricing

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On this page

Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

Planhat

4.6

(28)

Pricing

Pricing available upon request

About Planhat

Planhat is a customer success solution that helps businesses use configurable workflows to streamline the entire customer management lifecycle, from onboarding to reviews and renewals. The task management functionality enables employees to automatically generate tasks for events and activities with details, such as description, checklist, custom tags and due dates.

Planhat's health score module allows staff members to analyze data across product lines, customer segments and lifecycle phases to identify risks and opportunities. Team members can centralize communication processes, assign emails, add comments and filter customer interactions, among other operations using the internal inbox. Additionally, it provides a separate customer portal, which enables professionals to collaborate and share success plans, usage reports and custom playbooks.

Planhat comes with an application programming interface (API), which allows businesses to integrate the system with several third-party solutions, including Zapier, Zendesk, Jira and Slack. It is available on monthly subscriptions and support is extended via documentation, live chat and FAQs.

Planhat Screenshots

Planhat Pricing and Plans

Starting price: Connect with an advisor for pricing

Free Trial

Free Version

Core

Pricing available upon request

No plan information available

Enterprise

Pricing available upon request

No plan information available

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Planhat Features

Popular features found in Customer Success
Customer Engagement
Onboarding
Reporting/Analytics
Usage Tracking/Analytics
More features of Planhat
Account Alerts
Account Management
Activity Dashboard
Activity Tracking
API
Checklists
Churn Management
Collaboration Tools
Communication Management
Configurable Workflow
Contact Management
CRM
Customer Database
Customer History
Customer Management
Customer Portal
Customer Segmentation
Customizable Branding
Customizable Reports
Customizable Templates
Dashboard
Drag & Drop
Email Management
Engagement Tracking
Event Triggered Actions
Health Score
Knowledge Base Management
Live Chat
NPS of Customers
Performance Metrics
Predictive Analytics
Real-Time Data
Real-Time Notifications
Renewal Management
Reporting & Statistics
Revenue Management
Surveys & Feedback
Task Management
Third-Party Integrations
Visual Analytics
Win/Loss Analysis
Workflow Management

Planhat Integrations

Salesforce Service Cloud

Stitch

SatisMeter

Aircall

Delighted

Zapier

See all 27 integrations

Planhat User Reviews

Overall Rating

4.6

Ratings Breakdown

71%

18%

11%

Secondary Ratings

Ease of Use

4.5

Value for money

4.5

Customer support

4.7

Functionality

4.6

Ranula G.

Verified reviewer

Information Technology and Services

51-200 employees

Used weekly for free trial

Review source

Reviewed January 2025

Planhat - the flexible and powerful customer success tool

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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

Reasons for switching to Planhat

we needed advance reporting and there were some pricing concerns

Tim J.

Verified reviewer

Computer Software

2-10 employees

Used daily for less than 2 years

Review source

Reviewed September 2020

During COVID Planhat has allowed us to transition to working remotely whilst streamlining our ops

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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

Reasons for switching to Planhat

We needed all of our data in one place. We needed our data to trigger processes. We needed a system that could monitor and alert the right people when items fall behind or get missed. Planhat did all of this and saved us time.

James W.

Verified reviewer

Human Resources

51-200 employees

Used weekly for less than 12 months

Review source

Reviewed March 2025

Well Designed CSM System

Really good CSM system in terms of visualisation, design, layout and how user friendly it is, but lacks in terms of its functionality and sync with other systems

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The user interface is designed very well, the platform is super easy to use, looks pretty and has good flexibility in how you want the platform to be laid out.

Cons:

I don't find the integrations panel intuitive to use, particulary the sync with Salesforce is quite complicated to manage and solve basic use cases

Nicole B.

Verified reviewer

Marketing and Advertising

2-10 employees

Used daily for less than 12 months

Review source

Reviewed June 2021

The best CS tool to scale your business operations and improve your customer experience

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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 choosing 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.

Jordan G.

Verified reviewer

Program Development

11-50 employees

Used daily for less than 12 months

Review source

Reviewed January 2021

Great Platform for the Technically-Average

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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"

Reasons for switching to Planhat

Poor proactive Customer Success-centric capabilites.

Verified

Reviewer

Information Technology and Services

51-200 employees

Used daily for less than 2 years

Review source

Reviewed February 2023

Complete, user-friendly & integrated customer management software

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Having a complete overview of your sales briefing, planned activities, cross departement communication and subscription insights gives you all tools to do an excellent customer management. To do that we had to integrate our CRM, our back office, Chargebee, Aircall, NPS by Promotor, ... and it was all feasible and within a proper timing. Communication with the Planhat professionals is always great.

Cons:

We had to offer an internal training specific to our use case to have a faster implementation. And this takes dedicated resources ...

Juan Martin P.

Verified reviewer

Information Technology and Services

51-200 employees

Used daily for less than 2 years

Review source

Reviewed May 2020

Great product!

Planhat has helped us a lot since we hired it. We wanted to have an early warning system and now our team is contacting customers when they need a proactive reach instead of after they've asked for help or complained about something. We can easily have a quick understanding of what’s going on with our customer base and where we need to focus our efforts.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Its a very powerful tool and really easy to use at the same time. No training needed.

Cons:

We would like them to do more webinars and/or events to do networking and have a broader benchmark about how other SaaS companies are dealing with churn, expansion and so forth

illian i.

Verified reviewer

Marketing and Advertising

501-1000 employees

Used daily for less than 2 years

Review source

Reviewed August 2022

Your friendly CRM

I really like it

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The way you see the tasks and how you can check your team's work. The fact that the tasks do not depend on others.

Cons:

It could have a friendlier interphase, easier to visualize, the names are always very small.

Mia L.

Verified reviewer

Information Technology and Services

1001-5000 employees

Used daily for less than 6 months

Review source

Reviewed April 2020

Easy to implement CS Tool

Planhat has allowed us for the first time ever to have a complete 360 degree view of our customers and insight into all conversations happening with them across different departments and functions. We finally feel that things will not fall through the cracks and our CS team can move away from Excel and google docs and work proactively inside one system for improved efficiency.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Planhat allowed us to implement a very powerful CS tool easily, efficiently and in a short time period. This was possible in part due to the fact that the tool "plays well with other" applications and softwares we use for support, ticketing, communications and email, and in part because the support and engineering teams were extremely accessible and easy to work with.

Cons:

Being an organization with a lot of layers of complexity in our Customer Success department with a great number of products, CS reps and customers globally, sometimes we found that Planhat had some limitations to accommodate our permission levels and roles. However, after bringing this to the Planhat team's attention they were very agile to implement changes and enhance their product to fit our needs.

Kristian O.

Used daily for more than 2 years

Review source

Reviewed April 2018

Great tool and easy to get your other tools integrated. A perfect overview.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I love the control and overview Planhat gives me of our customer base - I can see everything I need to know about my customers in one location and take action. It's really important to have the entire company invested in customer success and Planhat allows us to do that. - Easy to use / User Friendly UI - Great team - Trust in APIs and ability to track usage - Ability to measure adoption

Cons:

I am overall very happy with the service, no special cons to describe here.The possibilities of this service is vast, I may be missing out on some features that could be useful for me.

Showing 1 - 10 of 28 Reviews

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