Last updated on
Company health
Ratings
Planhat description
Planhat is a customer success platform designed for mid-sized to larger companies, particularly those with subscription models. It helps businesses track customer data, analyze their journey, and automate tasks to improve customer retention and revenue. Think of it as a central hub for your sales, service, and success teams to collaborate and ensure customers get the most out of your product or service. This leads to better customer relationships and increased profits.
Who is Planhat best for
Planhat is a customer success platform ideal for mid-sized to large B2B SaaS companies using subscription models. Users praise its intuitive interface, real-time data, and customizable dashboards. However, some have noted issues with email syncing and limited historical data visualization. Planhat helps manage customer data, analyze journeys, and automate tasks, leading to improved customer retention and revenue.
-
Best fit for mid-sized to large businesses.
-
Suitable for B2B SaaS companies with subscription models.
Planhat features
| Supported Planhat supports customer feedback primarily through its NPS module and data analysis capabilities. |
| Supported Planhat supports customer journey management with features like journey mapping, 360-degree views, and onboarding tools. |
| Supported Planhat supports personalized client portals for collaboration and tailored experiences. |
| Supported Planhat facilitates real-time internal team communication and near real-time customer communication via a central inbox. |
| Supported Planhat unifies customer data, enabling personalized interactions and real-time engagement. |
| Supported Planhat supports personalized onboarding and ongoing support through various tools and processes. |
| Supported Planhat supports sales and success teams with features for managing customer interactions, tracking progress, and analyzing data. |
We evaluate the sentiment that users express about non-functional aspects of the software
Value and Pricing Transparency
Customer Service
Ease of Use
Reliability and Performance
Ease of Implementation
Scalability
Planhat reviews
We've summarised 628 Planhat reviews (Planhat G2 reviews) and summarised the main points below.
- User-friendly interface praised for intuitive design and navigation.
- Real-time data flow and robust integrations are highly valued.
- Customizable dashboards and reports offer valuable insights.
- Effective workflow management tools for improved organization and efficiency.
- Email formatting is difficult and often inconsistent.
- Syncing issues with email and calendar integrations require frequent re-authentication.
- Limited ability to visualize and track historical customer data.
- Customer portal lacks customization options and advanced features.
Planhat pricing
The commentary is based on 22 reviews from Planhat G2 reviews.
Planhat's pricing is generally considered reasonable, especially given its unlimited user model. However, some users, particularly smaller companies, find it expensive. Several mention additional paid options for features they expected in the standard plan.
Users sentiment
See the Planhat pricing page.
Planhat alternatives
TotangoBetter fit for Software, IT, and Telecommunications companies but less suitable for Healthcare, Wellness, Pharma, Ecommerce, Retail, Consumer Goods, Real Estate & Construction, Hospitality & Tourism, Marketing & Advertising, Professional Services, and Automotive, Aerospace & Defence. Has slower momentum. Lower rated on Glassdoor. Users report slow performance and difficult reporting. Totango is a Planhat competitor and alternative.Read more
SmartKarrot CSMore SaaS-focused and has faster website traffic growth. However, it has lower ratings and users report data accuracy issues and limited integrations. It also has shrinking employee base.Read more
LookerBetter for users comfortable with SQL. A more suitable Planhat alternative for larger deployments needing robust business intelligence and data visualization. Looker has broader industry applicability. G2 reviews suggest higher user satisfaction.Read more
Gainsight Customer CommunitiesMore focused on building customer communities. Better for fostering customer engagement and gathering feedback. Easier to implement and use, with excellent customer support. Positive pricing sentiment.Read more
VitallyBetter fit for Software, IT, and Telecommunications companies but less suitable for Retail and Media & Entertainment. Has more momentum.Read more
SupermetricsBetter for marketing analytics and reporting. Geared towards ecommerce, marketing, software, and professional services. Has grown faster recently. A Planhat alternative and competitor.Read more
Planhat FAQ
What is Planhat and what does Planhat do?
Planhat is a customer success platform for mid-sized to large businesses using subscription models. It centralizes customer data, allowing sales, service, and success teams to track customer journeys, automate tasks, and improve retention and revenue. It offers real-time data, integrations, and customizable dashboards.
How does Planhat integrate with other tools?
Planhat integrates with various tools through its API and pre-built connectors. It connects with CRM, marketing automation, and other business applications, enabling seamless data flow and enhanced customer insights. This allows for efficient workflow management and improved team collaboration.
What the main competitors of Planhat?
Planhat competitors include Totango, SmartKarrot, and ZapScale. These alternatives offer similar customer success features for B2B SaaS companies, focusing on customer health scoring, churn prediction, and revenue growth.
Is Planhat legit?
Planhat is a legitimate customer success platform. It's known for a user-friendly interface, real-time data capabilities, and customizable dashboards. However, some users report email syncing issues and limited historical data visualization.
How much does Planhat cost?
Planhat does not publicly disclose pricing information. Contact their sales team for a customized quote based on your specific business needs and desired features.
Is Planhat customer service good?
Planhat's customer support receives positive feedback. Users mention the "responsive and helpful" support team and CSMs who provide "practical solutions" and "go above and beyond." The readily available support and helpful resources contribute to a positive customer service experience.
Reviewed by
Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.