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
Allan k.
- Role: Information Technology
- Industry: Finance
- Involvement: End User of Application
Submitted Sep 2022
Fantastic platform for an efficient CSM.
Likeliness to Recommend
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
Submitted Sep 2022
An exceptional tool for customer management.
Likeliness to Recommend
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