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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Real user data aggregated to summarize the product performance and customer experience.
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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
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Planhat Reviews
Cristina L.
- Role: Sales Marketing
- Industry: Media
- Involvement: End User of Application
Submitted Aug 2023
PlanHat is the perfect CRM!
Likeliness to Recommend
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
Submitted Aug 2023
Powerful and intuitive platform
Likeliness to Recommend
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
Submitted Aug 2023
Fantastic added value, a little overwhelming
Likeliness to Recommend
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