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
- Role: Information Technology
- Industry: Consulting
- Involvement: IT Leader or Manager
Submitted Jul 2023
Product needs complete overhaul for functionality
Likeliness to Recommend
Pros
- Respectful
- Fair
- Acts with Integrity
- Generous Negotitation
Cons
- Wastes Time
- Less Reliable
- Less Performance Enhancing
Charlotte R.
- Role: Sales Marketing
- Industry: Communications
- Involvement: End User of Application
Submitted Jul 2023
A good tool for CSMs
Likeliness to Recommend
What differentiates Planhat from other similar products?
This CRM is dedicated to CS management with a focus on success plans and not sales
What is your favorite aspect of this product?
Keeps all data and information related to a client a a readable way (unlike other CRMs)
What do you dislike most about this product?
UX design is not the best
What recommendations would you give to someone considering this product?
Get good adoption and training
Pros
- Reliable
- Respectful
- Performance Enhancing
- Enables Productivity
Cons
- Slower Product Innovation
Cristiana G.
- Role: Operations
- Industry: Technology
- Involvement: IT Leader or Manager
Submitted Jul 2023
Great platform
Likeliness to Recommend
What differentiates Planhat from other similar products?
Ease of managing tasks, prioritisation and assignment Transparency for customers
What is your favorite aspect of this product?
The extended ability to customise the platform and views based on needs
What do you dislike most about this product?
Not a dislike, but would love to see more possibilities for reporting on Issues
What recommendations would you give to someone considering this product?
Great platform that is beneficial for not only one department and can make a major difference with prioritisation, tracking of issues and lifecycle of customer journey
Pros
- Reliable
- Trustworthy
- Efficient Service
- Effective Service