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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


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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.

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


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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: Consulting
  • Involvement: IT Leader or Manager
Validated Review
Anonymous Reviewer

Submitted Jul 2023

Product needs complete overhaul for functionality

Likeliness to Recommend

1 /10

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
Validated Review
Verified Reviewer

Submitted Jul 2023

A good tool for CSMs

Likeliness to Recommend

9 /10

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
Validated Review
Verified Reviewer

Submitted Jul 2023

Great platform

Likeliness to Recommend

10 /10

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

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