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Planhat Overview




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  • 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.

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Planhat Ratings and ReviewsPlanhat Ratings and Reviews

Alternatives.Co has rated
Planhat as 4.6



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Top Reviews
  • Juan Martin P.Customer Success Leader



    Overall: 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 whats going on with our customer base and where we need to focus our efforts.

  • Verified User in Commercial Real EstateSmall-Business(50 or fewer emp.)



    Our CSM tells us new product enhancements are coming soon, and things like Gantt charts are on the roadmap. However, we have never received any notifications of upcoming releases or what will be included in product updates/releases. There is nothing on their website about product updates, and you literally have to dig in their Resource Library to find the Product Updates >> Releases Logs, which shows there have been no releases since June 2022. Review collected by and hosted on