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 prof...


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Supported Operating System(s):

Web browser (OS agnostic)

18 Reviews of Planhat

Average User Ratings

Overall

4.67 / 5 stars

Ease-of-use

4.5

Value for money

4.5

Customer support

5.0

Functionality

4.5

Ratings Snapshot

5 stars

(14)

14

4 stars

(2)

2

3 stars

(2)

2

2 stars

(0)

0

1 stars

(0)

0

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 18 results

April 2018

Anonymous

Verified Reviewer

Company Size: 51-200 employees

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

April 2018

I think that Planhat is very user friendly, has a good price and a very responsive team.

A good overview of how our current customers are doing

Pros

The overview that the dashboards give. The team is very responsive to input and adaptations of the platform.

Cons

I would like to see integrations with ERP-system and cash-flow forecasting functionality. Some times the system loads a bit slow, but could also be our WI-FI.

September 2020

Tim from Booked Out Fox

Company Size: 2-10 employees

Industry: Computer Software

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

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.

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

November 2019

Anonymous

Verified Reviewer

Company Size: 11-50 employees

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

3.0

Value for money

3.0

Customer support

4.0

Functionality

4.0

November 2019

Quality Basic CSM tool

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

Reasons for Choosing Planhat

We chose planhat because of the integrations and the price point

May 2020

Juan Martin from Sirena

Company Size: 51-200 employees

Industry: Information Technology and Services

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

4.0

Functionality

5.0

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.

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

April 2018

Kristian from Cxense ASA

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

4.0

Customer support

5.0

Functionality

4.0

April 2018

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

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.