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 AssistancePlanhat Ratings
Real user data aggregated to summarize the product performance and customer experience.
Download the entire Product Scorecard
to access more information on Planhat.
85 Likeliness to Recommend
94 Plan to Renew
78 Satisfaction of Cost Relative to Value
Emotional Footprint Overview
+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?
Pros
- Respectful
- Fair
- Efficient Service
- Acts with Integrity
How to read the Emotional Footprint
The Net Emotional Footprint measures high-level user sentiment towards particular product offerings. It aggregates emotional response ratings for various dimensions of the vendor-client relationship and product effectiveness, creating a powerful indicator of overall user feeling toward the vendor and product.
While purchasing decisions shouldn't be based on emotion, it's valuable to know what kind of emotional response the vendor you're considering elicits from their users.
Footprint
Negative
Neutral
Positive
Feature Ratings
Onboarding Collateral Management
Centralized Note Taking
Account Health Tracking
Onboarding Workflow Management
Reporting and Analytics
Customer Scorecards
Onboarding Portal
CRM Integration
Surveys and Polling
Vendor Capability Ratings
Ease of Implementation
Vendor Support
Breadth of Features
Availability and Quality of Training
Business Value Created
Quality of Features
Ease of Customization
Ease of IT Administration
Product Strategy and Rate of Improvement
Ease of Data Integration
Usability and Intuitiveness
Also Featured in...
Planhat Reviews
- Role: Information Technology
- Industry: Technology
- Involvement: Business Leader or Manager
Submitted Aug 2023
Data driven and easy to use!
Likeliness to Recommend
Pros
- Helps Innovate
- Continually Improving Product
- Reliable
- Enables Productivity
Renan C.
- Role: Operations
- Industry: Technology
- Involvement: End User of Application
Submitted Aug 2023
The dashboards and playbooks are amazing features.
Likeliness to Recommend
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
Submitted Aug 2023
Easy to use, quite intuitive but reporting not goo
Likeliness to Recommend
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