This content is currently locked.

Your current McLean & Company subscription does not include access to this content. Contact your account representative to gain access to Premium SoftwareReviews.

Contact Your Representative
Or Call Us:
1-877-281-0480 (US/CAN) or
+1-519-936-2659 (International)
Planhat Logo
Planhat Logo
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


Need Assistance?

We're here to help you with understanding our reports and the data inside to help you make decisions.

Get Assistance

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


{y}
{name}

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

Allan k.

  • Role: Information Technology
  • Industry: Finance
  • Involvement: End User of Application
Validated Review
Verified Reviewer

Submitted Sep 2022

Fantastic platform for an efficient CSM.

Likeliness to Recommend

10 /10

What differentiates Planhat from other similar products?

What i like best about Planhat is that it charges us based on our growth and allows us to add as many users to the application internally as we need which encourages us to collaborate even when our CRM is limited in licenses. Our CSM and their customer service team are very much helpful and quick to respond. Again, the application has many great capabilities and new features are coming out all the time.

What is your favorite aspect of this product?

I like the fact that i can automatically see tasks that are due or coming up soon. I like the possibility to make a lot of data Insight and to act to that data instead of reaching out blind to your customers. With Planhat, now we can make smarter decisions based on data.

What do you dislike most about this product?

Honestly, there is completely nothing i don't like about Planhat. I think reporting could be a bit easier to digest but I'll admit that I have not dug deep into the reporting and analysis functionality of the application.

What recommendations would you give to someone considering this product?

Planhat is the best platform for an efficient CSM.

Pros

  • Helps Innovate
  • Continually Improving Product
  • Enables Productivity
  • Effective Service

Vincent N.

  • Role: Sales Marketing
  • Industry: Gaming and Hospitality
  • Involvement: End User of Application
Validated Review
Verified Reviewer

Submitted Sep 2022

An exceptional tool for customer management.

Likeliness to Recommend

9 /10

What differentiates Planhat from other similar products?

What i like most about Planhat is that it is perfect for consolidating all of our data into one place making it very easy to stay on top of our customers. The team at Planhat are fantastic and very helpful, they are always able to advise on our requirements and have great knowledge of the application. Also, all the tabs are fairly easy to use and understand and i have great visibility on all my accounts and their status.

What is your favorite aspect of this product?

I like the ability to pull a complete view of a customer very easily and the customer portals are also very nice and a market differentiator. Planhat is like an extra team member that always knows what's up with our customers and what the next action should be. Their on-boarding and support is absolutely fantastic and awesome.

What do you dislike most about this product?

For me, i don't have any real dislike. Planhat has a very dedicated team that quickly responds to technical questions and a solution is always in sight.

What recommendations would you give to someone considering this product?

I highly recommend Planhat.

Pros

  • Helps Innovate
  • Reliable
  • Performance Enhancing
  • Enables Productivity

Most Popular Planhat Comparisons