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Planhat Logo
Planhat

Planhat

Composite Score
7.4 /10
CX Score
7.6 /10
Category
Planhat
7.4 /10

What is Planhat?

Planhat is a customer platform with a comprehensive, extensible data foundation. Powered by a series of flexible, horizontally-built modules, it combines UI elegance with best-in-class performance. We've always planned on becoming the CRM you run your entire business on. To achieve this, we haven't created a suite of specialized tools out of point solutions like hardcoded filters. Instead, we've built a distinct set of generic, interoperable building blocks that can be combined and recombined to meet specialized use cases.

Company Details


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Awards & Recognition

Planhat won the following awards in the Customer Success category

Planhat Ratings

Real user data aggregated to summarize the product performance and customer experience.
Download the entire Product Scorecard to access more information on Planhat.

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

85 Likeliness to Recommend

94 Plan to Renew

78 Satisfaction of Cost Relative to Value


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Emotional Footprint Overview

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

+82 Net Emotional Footprint

The emotional sentiment held by end users of the software based on their experience with the vendor. Responses are captured on an eight-point scale.

How much do users love Planhat?

6% Negative
0% Neutral
94% Positive

Pros

  • Respectful
  • Fair
  • Efficient Service
  • Acts with Integrity

Feature Ratings

Average 76

Onboarding Collateral Management

82

Centralized Note Taking

80

Account Health Tracking

79

Onboarding Workflow Management

78

Reporting and Analytics

76

Customer Scorecards

74

Onboarding Portal

73

CRM Integration

71

Surveys and Polling

67

Vendor Capability Ratings

Average 75

Ease of Implementation

86

Vendor Support

81

Breadth of Features

81

Availability and Quality of Training

78

Business Value Created

78

Quality of Features

76

Ease of Customization

75

Ease of IT Administration

72

Product Strategy and Rate of Improvement

70

Ease of Data Integration

67

Usability and Intuitiveness

63

Planhat Reviews

Karla R.

  • Role: Finance
  • Industry: Technology
  • Involvement: End User of Application
Validated Review
Verified Reviewer

Submitted Aug 2023

Easy to use, quite intuitive but reporting not goo

Likeliness to Recommend

8 /10

What differentiates Planhat from other similar products?

I think it's quite intuitive

What is your favorite aspect of this product?

How easy it is to use

What do you dislike most about this product?

Reporting quality

What recommendations would you give to someone considering this product?

Test it out before to see if it meets your company's needs

Pros

  • Helps Innovate
  • Continually Improving Product
  • Reliable
  • Performance Enhancing

Cons

  • Commodity Features

Cristina L.

  • Role: Sales Marketing
  • Industry: Media
  • Involvement: End User of Application
Validated Review
Verified Reviewer

Submitted Aug 2023

PlanHat is the perfect CRM!

Likeliness to Recommend

8 /10

What differentiates Planhat from other similar products?

The usability, the ease to sort, organise the accounts and users and the quick overall visibility it provides over all the accounts activity.

What is your favorite aspect of this product?

It's synched to Salesforce and some other basic features, such as email, calendar, etc

What do you dislike most about this product?

The difficulty to properly synch it with Salesforce.

What recommendations would you give to someone considering this product?

If they are migrating info from another CRM, first check that all tha info cointained on the other CRM is right before sending it on bulk. This may cause fatal errors

Pros

  • Enables Productivity
  • Client Friendly Policies
  • Fair
  • Acts with Integrity

Beatriz F.

  • Role: Operations
  • Industry: Technology
  • Involvement: Business Leader or Manager
Validated Review
Verified Reviewer

Submitted Aug 2023

Powerful and intuitive platform

Likeliness to Recommend

10 /10

What differentiates Planhat from other similar products?

I don't know. it is the first time that I use this type of CRM

What is your favorite aspect of this product?

Planhat is an exceptional tool that revolutionized customer success management at Skeepers. Its standout features include multiple customer dashboards providing a holistic view of each subscription, robust communication capabilities, and tracking abilities. The platform's powerful analytics enable data-informed decision-making, monitoring customer health, identifying risks, and tracking success strategies, ultimately enhancing customer satisfaction and driving revenue growth.

What do you dislike most about this product?

Planhat has room for improvement, particularly in user documentation for complex technical topics and data hygiene concerning required fields. Custom object setup limitations and the lack of user-friendly visualization and conditional branching for automations are also issues. Automatic deactivation and absence of an overall audit log view can be bothersome. Some aspects are hard-coded, limiting flexibility. While the end-user experience is prioritized, RevOps/admin users would benefit from more attention to enhance their experience.

What recommendations would you give to someone considering this product?

Don't be afraid to use the tool, play with it. It has a lot of potential

Pros

  • Unique Features
  • Efficient Service
  • Inspires Innovation
  • Saves Time

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