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Planhat

Planhat

7.4 /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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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.

85 Likeliness to Recommend

94 Plan to Renew

78 Satisfaction of Cost Relative to Value


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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?

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

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

Sven V.

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

Submitted Aug 2023

Fantastic added value, a little overwhelming

Likeliness to Recommend

8 /10

What differentiates Planhat from other similar products?

The fact that it's European company, Portal is extra but needs more work

What is your favorite aspect of this product?

All data together to see what my CSM's are up to to drive and support them

What do you dislike most about this product?

Some fundamentals are really basic, building dashboards, text editing ,...

What recommendations would you give to someone considering this product?

Walk before you try to run in Planhat. start small, rollout and keep building

Pros

  • Respectful
  • Trustworthy
  • Efficient Service
  • Fair

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