--- title: "Planhat Software Reviews, Demo & Pricing - 2026" description: "Review of Planhat Software: system overview, features, price and cost information. Get free demos and compare to similar programs." source_url: "https://www.softwareadvice.com/customer-success/planhat-profile/" page_type: "product" language: "en" --- [Home](https://www.softwareadvice.com/) / [Customer Success Software](https://www.softwareadvice.com/customer-success/) / Planhat Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview [Reviews](https://www.softwareadvice.com/customer-success/planhat-profile/reviews/)[Alternatives](https://www.softwareadvice.com/customer-success/planhat-profile/alternatives/) # Planhat Review Custom quote 2 plans Wondering if Planhat is right for your organization? Our Customer Success Software selection experts can help you in 15 minutes or less. On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - Integrations - User Reviews - Popular Comparisons ## Overview Planhat 4.6 [(28)](https://www.softwareadvice.com/customer-success/planhat-profile/reviews/) 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. Wondering if Planhat is right for your organization? Our Customer Success Software selection experts can help you in 15 minutes or less. ## Planhat User Interface ## Popular Planhat Alternatives Main Product Planhat 4.6 [(28)](https://www.softwareadvice.com/customer-success/planhat-profile/reviews/) Ratings Breakdown - 4.54Ease of use - 4.54Value for money - 4.68Customer support - 4.64Functionality Pricing Available upon request Get Price Alternative Product [Custify](https://www.softwareadvice.com/customer-success/custify-profile/) 4.9 [(135)](https://www.softwareadvice.com/customer-success/custify-profile/reviews/) Ratings Breakdown - 4.79Ease of use - 4.88Value for money - 4.95Customer support - 4.81Functionality Pricing Available upon request Get Price Alternative Product [LiveAgent](https://www.softwareadvice.com/crm/liveagent-profile/) 4.7 [(1788)](https://www.softwareadvice.com/crm/liveagent-profile/reviews/) Ratings Breakdown - 4.57Ease of use - 4.64Value for money - 4.69Customer support - 4.57Functionality Pricing Starting at $15.00 per month Get Price Alternative Product [Skalin](https://www.softwareadvice.com/customer-success/skalin-profile/) 4.9 [(55)](https://www.softwareadvice.com/customer-success/skalin-profile/#reviews) Ratings Breakdown - 4.89Ease of use - 4.90Value for money - 4.89Customer support - 4.75Functionality Pricing Starting at €569.00 per month Get Price Alternative Product [monday CRM](https://www.softwareadvice.com/marketing/monday-crm-profile/) 4.7 [(466)](https://www.softwareadvice.com/marketing/monday-crm-profile/reviews/) Ratings Breakdown - 4.67Ease of use - 4.50Value for money - 4.57Customer support - 4.52Functionality Pricing Starting at $12.00 per month Get Price Alternative Product [Customerscore.io](https://www.softwareadvice.com/product/524566-Customerscore-io/) 4.8 [(17)](https://www.softwareadvice.com/product/524566-Customerscore-io/#reviews) Ratings Breakdown - 4.88Ease of use - 4.88Value for money - 5.0Customer support - 4.76Functionality Pricing Starting at €119.00 per month Get Price ## 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 Confused about pricing? We've got you covered. Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates. ## 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 Integration rated undefined from -1 review Stitch Integration rated undefined from -1 review SatisMeter Integration rated undefined from -1 review Aircall Integration rated undefined from -1 review Delighted Integration rated undefined from -1 review Zapier Integration rated undefined from -1 review See all 27 integrations ## Planhat User Reviews ## Planhat customer ratings - Overall rating: 4.6/5 - Total reviews: 28 ### Rating distribution - 5 stars: 20 reviews (71%) - 4 stars: 5 reviews (18%) - 3 stars: 3 reviews (11%) - 2 stars: 0 reviews (0%) - 1 star: 0 reviews (0%) ### Secondary ratings - Ease of use: 4.5/5 - Value for money: 4.5/5 - Customer support: 4.7/5 - Functionality: 4.6/5 --- ### Planhat - the flexible and powerful customer success tool - Overall rating: 4/5 - Reviewer: Ranula G. - Verified reviewer: Yes - Industry: Information Technology and Services - Company size: 51-200 employees - Product usage: Used weekly for free trial - Reviewed: January 2025 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 2/5 - Value for money: 4/5 - Customer support: 4/5 - Functionality: 4/5 #### 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 --- ### During COVID Planhat has allowed us to transition to working remotely whilst streamlining our ops - Overall rating: 5/5 - Reviewer: Tim J. - Verified reviewer: Yes - Industry: Computer Software - Company size: 2-10 employees - Product usage: Used daily for less than 2 years - Reviewed: September 2020 - Review source details: This review was submitted organically. No incentive was offered 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: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. --- ### Well Designed CSM System - Overall rating: 3/5 - Reviewer: James W. - Verified reviewer: Yes - Industry: Human Resources - Company size: 51-200 employees - Product usage: Used weekly for less than 12 months - Reviewed: March 2025 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. 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: 5/5 - Value for money: 3/5 - Customer support: 4/5 - Functionality: 3/5 #### 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 --- ### The best CS tool to scale your business operations and improve your customer experience - Overall rating: 5/5 - Reviewer: Nicole B. - Verified reviewer: Yes - Industry: Marketing and Advertising - Company size: 2-10 employees - Product usage: Used daily for less than 12 months - Reviewed: June 2021 - Review source details: This review was submitted organically. No incentive was offered 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: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. --- ### Great Platform for the Technically-Average - Overall rating: 5/5 - Reviewer: Jordan G. - Verified reviewer: Yes - Industry: Program Development - Company size: 11-50 employees - Product usage: Used daily for less than 12 months - Reviewed: January 2021 - Review source details: This review was submitted organically. No incentive was offered 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: 4/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. --- ### Complete, user-friendly & integrated customer management software - Overall rating: 5/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Information Technology and Services - Company size: 51-200 employees - Product usage: Used daily for less than 2 years - Reviewed: February 2023 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 4/5 - Functionality: 5/5 #### 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 ... --- ### Great product! - Overall rating: 5/5 - Reviewer: Juan Martin P. - Verified reviewer: Yes - Industry: Information Technology and Services - Company size: 51-200 employees - Product usage: Used daily for less than 2 years - Reviewed: May 2020 - Review source details: This review was submitted organically. No incentive was offered 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: 5/5 - Value for money: 5/5 - Customer support: 4/5 - Functionality: 5/5 #### 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 --- ### Your friendly CRM - Overall rating: 4/5 - Reviewer: illian i. - Verified reviewer: Yes - Industry: Marketing and Advertising - Company size: 501-1000 employees - Product usage: Used daily for less than 2 years - Reviewed: August 2022 - Review source details: This review was submitted organically. No incentive was offered I really like it #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Customer support: 3/5 - Functionality: 4/5 #### 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. --- ### Easy to implement CS Tool - Overall rating: 5/5 - Reviewer: Mia L. - Verified reviewer: Yes - Industry: Information Technology and Services - Company size: 1001-5000 employees - Product usage: Used daily for less than 6 months - Reviewed: April 2020 - Review source details: This review was submitted organically. No incentive was offered 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: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. --- ### Great tool and easy to get your other tools integrated. A perfect overview. - Overall rating: 5/5 - Reviewer: Kristian O. - Product usage: Used daily for more than 2 years - Reviewed: April 2018 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 5/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 4/5 #### 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 [See All Reviews](https://www.softwareadvice.com/customer-success/planhat-profile/reviews/) ## Planhat Popular Comparisons [Custify vs Planhat](https://www.softwareadvice.com/customer-success/custify-profile/vs/planhat/)[LiveAgent vs Planhat](https://www.softwareadvice.com/crm/liveagent-profile/vs/planhat/)[Skalin vs Planhat](https://www.softwareadvice.com/customer-success/planhat-profile/vs/skalin/)[monday CRM vs Planhat](https://www.softwareadvice.com/marketing/monday-crm-profile/vs/planhat/)[ChurnZero vs Planhat](https://www.softwareadvice.com/crm/churnzero-profile/vs/planhat/)[HubSpot Service Hub vs Planhat](https://www.softwareadvice.com/crm/hubspot-service-hub-profile/vs/planhat/) [Compare All Alternatives](https://www.softwareadvice.com/customer-success/planhat-profile/alternatives/) ## Other Top Recommended Customer Success Software [Zendesk Suite](https://www.softwareadvice.com/product/26892-Zendesk/) **4.4** (4090) Recently recommended **9** times [Pipedrive](https://www.softwareadvice.com/crm/pipedrive-profile/) **4.5** (3059) Recently recommended **0** times [Zoho Desk](https://www.softwareadvice.com/crm/zoho-desk-profile/) **4.5** (2215) Recently recommended **0** times [LiveAgent](https://www.softwareadvice.com/crm/liveagent-profile/) **4.7** (1788) Recently recommended **0** times Stuck Between Options? 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