Planhat Alternatives & ReviewsUsed by 73% Professionals

Planhat Overview

Paid

4.6

/5

(Alternatives.Co rating)
  • Linux
  • Windows
  • Large Enterprises
  • Small Businesses

Planhat is an easy-to-use and flexible customer success platform that helps businesses power their customer experiences. Some of the notable offerings include health scores, customer 360, playbooks, customer portals, revenue management, and more.

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About Planhat

Planhat Features

  • Planhat FeaturesAd hoc Reporting : Provides insights into customer activities and helps identify issues impacting their experience.
  • Planhat FeaturesKey Performance Indicators : Measure progress against key goals, identify problems early on and make changes accordingly.
  • Planhat FeaturesAccount Management : Lets you add, manage and track your customer relationships.
  • Planhat FeaturesStrategic Planning : Create long-term plans that outline objectives and strategies for future growth.
  • Planhat FeaturesRevenue Management : Identifies opportunities and tracks progress in achieving target sales goals.
  • Planhat FeaturesPredictive Analytics : Forecast future trends, make well-informed decisions, and monitor results over time.

Planhat Competitors

Planhat Ratings and ReviewsPlanhat Ratings and Reviews

Alternatives.Co has rated
Planhat as 4.6

4.6

/5

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Top Reviews
  • Verified User in Computer SoftwareSmall-Business(50 or fewer emp.)

    4.5

    /5

    Of all of the CSPs that I evaluated, Planhat was the one that was the most flexible. At its core, it's focused on the organization of data. This was important to us, as we do not connect Planhat with another CRM tool (like Salesforce or Hubspot), we use Planhat as our CRM tool. Being able to create and define objects in Planhat without needing them to exist in a separate system was crucial to our decision to go forward with them vs others. Review collected by and hosted on G2.com.

  • Rita B.Small-Business(50 or fewer emp.)

    3.5

    /5

    A lot of things are very complicated to set up for the regular CSM user and we have to always ask for help to verify our set up and things we want to build Review collected by and hosted on G2.com.