Who Uses This Software?

Any software business looking to understand their customers and help them continuously accomplish their goals.


Average Ratings

8 Reviews
  • 5 / 5
    Overall
  • 5 / 5
    Ease of Use
  • 5 / 5
    Customer Service

Product Details

  • Starting Price
    Not provided by vendor
  • Deployment
    Cloud, SaaS, Web
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Online
    Business Hours

Vendor Details

  • Planhat
  • www.planhat.com
  • Founded 2014
  • Sweden

About Planhat

Planhat is a Customer Success Platform focused on making Customer Success simple. Planhat is beautiful and easy to use. It brings all your customer data together in one place, helping you understand user behaviour, create best practice workflows & automate time-sapping tasks. Planhat is built for everyone from the CS rep to the C-Suite. It has all the functionality & features you would expect in a modern CS Platform. The difference is in the design, usability & speed to implement.


Planhat Features

  • Ad hoc Analysis
  • Ad hoc Query
  • Ad Hoc Reports
  • Benchmarking
  • Budgeting & Forecasting
  • Dashboard
  • Data Analysis
  • Data Visualization
  • Key Performance Indicators
  • OLAP
  • Performance Metrics
  • Predictive Analytics
  • Profitability Analysis
  • Strategic Planning
  • Trend / Problem Indicators
  • Account Alerts
  • Account Management
  • Communication Management
  • Customer Engagement
  • Customer Lifecycle Management
  • Health Score
  • Onboarding
  • Revenue Management
  • Usage Tracking / Analytics
  • Win / Loss Analysis

Planhat Reviews Recently Reviewed!


Great tool and easy to get your other tools integrated. A perfect overview.

Apr 13, 2018
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money

Pros: I love the control and overview Planhat gives me of our customer base - I can see everything I need to know about my customers in one location and take action.

It's really important to have the entire company invested in customer success and Planhat allows us to do that.

- Easy to use / User Friendly UI

- Great team

- Trust in APIs and ability to track usage

- Ability to measure adoption

Cons: I am overall very happy with the service, no special cons to describe here.The possibilities of this service is vast, I may be missing out on some features that could be useful for me.

Life saver and easy to use!

Apr 10, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: That it's easy to use and that we can customise it based on our specific needs.

Integrating it with our own product to track usage with the Health module was the best decision we made!

Cons: Initially some bugs, that I must say was solved impressively fast.

Working for a Saas start-up myself I understand that bugs "comes with" and I appreciate how easy it has been to work with Niklas and the team to sort out the bugs.

Overall: Daily work is so much easier with Planhat! Ensuring smooth onboarding of all customers and preventing churn has been the main features we're using!

Fantastic customer success software

Sep 12, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: Planhat is a fantastic tool for managing high touch customers and automating processes for low touch customers. Having all our customer data in 1 place is a huge win, the user interafce is incredibly easy to understand and the team are great to work with. Highly recommend.

Cons: Nothing i really dislike - this is a solid product and strong team.

Overall: We have been managing our portfolio of B2B SaaS clients. We now live in Planhat, manage our customers through it and get enormous visibility into user engagement and churn, and gain huge amounts of time back that we can use on more valuable work.

Great customer success management platform

Jun 08, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: Powerful technology and great people!

The Planhat team really understand CS at depth.

Their product is flexible and gives support through the entire customer lifecycle. From onboarding to auto-triggered messages, insights into your portfolio, health score and much more.

Easy to use and easy to set-up.

I also like the overview of the feature- level health score and their "user-tracks" where you can see health on a user-level.

Cons: Not much I can think of. If anything, I think its important to think through which features you want to have enabled - the product can do a lot of things.

Overall: Reducing churn, more upsales.

Insights into our customer data. Helps us scale our Customer Success organization.

Very good and easy to use product

Apr 09, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: Easy, neat, straight forward. The support team is amazing. Always very quick in replying and accommodating.

Cons: Initially some bugs, but the now everything is working. There are so many more features that we wish to have, but I can at the same time understand that it is not possible for Planhat to do all.

Overall: Overview and clear interface.

I think that Planhat is very user friendly, has a good price and a very responsive team.

Apr 15, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: The overview that the dashboards give. The team is very responsive to input and adaptations of the platform.

Cons: I would like to see integrations with ERP-system and cash-flow forecasting functionality. Some times the system loads a bit slow, but could also be our WI-FI.

Overall: A good overview of how our current customers are doing

A sleek, easy to use and powerful tool that provides a clear overview to my CSMs

Jun 12, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Easy to use interface

The insights tab with its clear overview of usage, adoption and ARR size

All the integration capabilities

The team behind Planhat that goes to great lengths to ensure our success

Cons: You need to be willing to spend time understanding how you as a company can best benefit from Planhat, which KPIs to prioritize etc. But this goes for all CS tools on the market and not only Planhat

Great tool with lots of potential. Easy setup and we received efficient and thorough training.

Jun 07, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: The customization it allowed us to have, based on our current procedures and methodology. Also, the dedication from the planhat-team.

Cons: We haven't used it for long so nothing so far, the journey has been smooth in the setup process. We looked at other providers but again, the customization spoke to us.