This content is currently locked.

Your current McLean & Company subscription does not include access to this content. Contact your account representative to gain access to Premium SoftwareReviews.

Contact Your Representative
Or Call Us:
1-877-281-0480 (US/CAN) or
+1-519-936-2659 (International)
Planhat Logo
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


Need Assistance?

We're here to help you with understanding our reports and the data inside to help you make decisions.

Get Assistance

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


{y}
{name}

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.

+81 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

70

Surveys and Polling

67

Vendor Capability Ratings

Average 74

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

71

Product Strategy and Rate of Improvement

70

Ease of Data Integration

66

Usability and Intuitiveness

63

Planhat Reviews

  • Role: Information Technology
  • Industry: Technology
  • Involvement: Business Leader or Manager
Validated Review
Anonymous Reviewer

Submitted Aug 2023

Data driven and easy to use!

Likeliness to Recommend

10 /10

Pros

  • Helps Innovate
  • Continually Improving Product
  • Reliable
  • Enables Productivity

Renan C.

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

Submitted Aug 2023

The dashboards and playbooks are amazing features.

Likeliness to Recommend

8 /10

What differentiates Planhat from other similar products?

The fidelity of the data and the way we can display it at will

What is your favorite aspect of this product?

The playbooks that can be generated through triggers.

What do you dislike most about this product?

It's not very intuitive

What recommendations would you give to someone considering this product?

Invest heavily in training for the end user, so that everyone understands their main functions.

Pros

  • Reliable
  • Transparent
  • Security Protects
  • Helps Innovate

Cons

  • Slower Product Innovation
  • Commodity Features
  • Vendor's Interest First

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

Most Popular Planhat Comparisons