PlanhatUsed by 73% Professionals

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 has rated
Planhat as 4.6



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Top Reviews
  • Marija S.Susiness System Analyst



    One of the most user-friendly interfaces! Within one week of Planhat usage as an admin and with no prior experience I was able to perform almost all needed assignments. Planhat is very intuitive! The assignments of Playbooks, and tasks, together with the automation that is available contribute to the day-to-day CSM workflow on staying on top of daily goals. It also integrates with a bunch of CRMS which is a plus! The support both from our appointed CSM and the technical side is amazing and very responsive which makes me think it's the best part about Planhat! I would say that Planhat is a young system with a lot of potential, and the fact that they are young means there is definitely room for improvement, and I am very excited to see what its features will look like in the future It helps our overall customer journey from the beginning through reaching the success phase and it definitely helps reps be proactive with their Accounts.

  • Verified User



    Planhat won on best UI, easy to use, easy to set up and had the enterprise-grade features we were looking for.
    Great for B2B SaaS. Especially for high touch models.
    Internal Collaboration on customer accounts (CS, Support, exec sponsors, CX). For leadership to standardize methodology and initiatives. Customizeable for basic or advance users. Analytics - internal CS activities as well as customer engagement analytics.
    Giving access rights to different users is powerful but requires some thinking (who can see which accounts). More templates would be great when creating customized dashboards. Not much to complain about really - the team has been very responsive to feedback.