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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

Stephney A.

  • Role: Public Sector
  • Industry: Retail
  • Involvement: Vendor Selection and Purchasing
Validated Review
Verified Reviewer

Submitted Mar 2023

Planhat is a great tool!

Likeliness to Recommend

8 /10

What differentiates Planhat from other similar products?

Without any previous experience and after using Planhat for one week, I was able to complete nearly all required tasks. Planhat is extremely logical! Additionally, it works with a tonne of CRMS, which is great! I believe that Planhat’s assistance is the best because it is so amazing and quick, both from our designated CSM and the technical side.

What is your favorite aspect of this product?

I adore how simple it is to create reports that display my customers’ health. It is simple to log an upcoming action for one of my clients and to compile a daily digest of what is due, what is upcoming, and what I can defer. Their customer assistance is also fantastic, as you might anticipate from a business built to be a tool for customer success!

What do you dislike most about this product?

Due to a bug, it has been difficult for me to be as transparent with my management about my customers as I’d like to be, necessitating a lot of manual work. Their development staff is developing a fix. I’m confident that it will be a short-term problem because of how responsive their support staff and CSM are!

What recommendations would you give to someone considering this product?

Offers a broad range of options for CSMs and administrator users, is dependable in its support, and is current with CS best practices. We can better manage our client portfolio thanks to the system, which also gives us clear insights into the accounts. Due to PH, our risk management has also improved, and we are currently switching from a reactionary to a proactive approach to risk. One of the easiest tools to use!

Pros

  • Continually Improving Product
  • Reliable
  • Enables Productivity
  • Efficient Service

Cons

  • Charges for Enhancements

Rwanda M.

  • Role: Sales Marketing
  • Industry: Finance
  • Involvement: End User of Application
Validated Review
Verified Reviewer

Submitted Feb 2023

Solid Customer Success Avenue

Likeliness to Recommend

8 /10

What differentiates Planhat from other similar products?

Planhat has the information regarding customers and this multiplies the sales.

What is your favorite aspect of this product?

Planhat has the analytical streams, which increases the value for business reporting

What do you dislike most about this product?

Planhat is a friendly choice that suits customers success.

What recommendations would you give to someone considering this product?

Planhat is a convinient platform that suits all the marketing systems for enterpises

Pros

  • Helps Innovate
  • Performance Enhancing
  • Enables Productivity
  • Unique Features

Rhoda M.

  • Role: Sales Marketing
  • Industry: Finance
  • Involvement: End User of Application
Validated Review
Verified Reviewer

Submitted Oct 2022

Productive Customer Happiness Tool

Likeliness to Recommend

10 /10

What differentiates Planhat from other similar products?

Planhat brings satisfactory happiness to direct customers for business support.

What is your favorite aspect of this product?

Planhat is ideal in enhancing rational communications and formal engagement.

What do you dislike most about this product?

Planhat has high moral support for rational enhancement and remarkable busiensss enhancement.

What recommendations would you give to someone considering this product?

Planhat is the profitable choice for engaging clients for their satisfaction.

Pros

  • Continually Improving Product
  • Reliable
  • Performance Enhancing
  • Caring

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