ClickFunnels offers a web page designer oriented around setting up a sales funnel easily, for those with no coding and design experience.
$97
per month
Planhat
Score7.9 out of 10
N/A
Planhat is a post-sale customer platform designed for enterprise B2B organizations to aggregate customer data, automate lifecycle workflows, and monitor account health. As a dedicated Customer Success platform, it evaluates product usage telemetry, communication logs, and financial metrics to proactively manage customer health and support value realization.
Great for an all-in-one marketing package. From the web page to lead and email capture. Running ads to a sales funnel page to capture leads to a sale on a shopping cart page and the ability to up-sell and down-sell products with ease. Whether your business is face-to-face or online ClickFunnels has everything and more that you require to run marketing.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
For someone working in the Customer Success team, Planhat is a must-have software. All your client-level data can be easily managed, stored, and reviewed at any point in time by Planhat. It also helps the management and the leadership team better see each account and its usage. It also helps in identifying potentially risky customers and taking the required actions to engage and retain the account. It also gets integrated easily with other meeting recording tools wherein the summary from the tool gets easily synced with Planhat
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
The ease of building landing pages is incredible. It's just drag and drop, and still very customizable. It's simple enough that anyone can build a page, not just a designer. They have simple templates to start from and you can make a great branded page easily from there.
It's great at generating leads. You can embed simple opt-in forms in webpages at the top of your landing page and integrate with your CRM and it also stores your leads in the system as well. Opting in can trigger a number of different actions, including a thank you page, a second offer, or trigger an automated email.
ClickFunnels's biggest strength is sales funnels. Easily create a continuous set of pages that get someone from a visitor to a subscriber, and to a paid customer. You don't have to "glue" a bunch of different systems together like a page builder, shopping cart, eCommerce tool, email marketing tool, or CRM. It's all interconnected so you can churn out sales quickly, all automated.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Reporting - you can set up filters with boolean criteria to give you insight into everything you need to know.
Playbooks - these are very good for less-experienced CSM's who need a step-by-step guide on how to deal with different stages of the customer lifecycle. More experienced CSM's may not need the playbooks.
Usage data for customers - there's a wide range of charts in Planhat that tell the story of client consumption.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
End USER EXPERIENCE - OH. MY. GOODNESS. This software needs help in the design department. I don't like critiquing people or products, but in this case, you need to get someone to help you with design to really make your landing page look professional (this is attached to your brand image). A lot of direct response marketers use this platform for younger brands, so typically the designed landing pages on this software don't look great.
User navigation - It's not necessarily user intuitive.
The software has interior platforms for membership courses - But this is not a great user experience for your course. A micro-course, 7-day trial, or mini-course as an opt-in offer might work here, but COACHES, do not use this as the delivery system of your membership course. Go elsewhere for that, like Teachable, MyKajabi, or Thinkific.
They need to make more room for templates. The basic plan of $99 only allows you to have 20 landing pages. According to industry leaders, you should have 40 per offer.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Allow for cc'ing of AEs or others within the same organization from the messaging center. When I went to send a message from within Planhat, I had to manually type out the AE's email address every time if I wanted them cc'd.
The fonts were funky if I went to add text into an existing email template. For example, if I added in an extra sentence or paragraph, in Outlook on the recipient's end, the font was different despite looking the same within Planhat. Gmail was all consistent, Outlook was showing a different font.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
I use the funnel on a daily basis and spent a significant sum to hire someone to set this up and design the funnel, there's no way I won't renew the funnel. It is easy to maintain, very cost-effective, and doesn't require a lot of my time to manage properly.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
Very easy to use and manage. There have been a few times I have needed to make some edits or change the flow of the funnel, and even though I didn't do the initial setup, I have no problems figuring out how to make the changes on my own without their help.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
It takes a while to learn Planhat even for experienced users. It has limitations in terms of what data you can present where, but its important to set internal guides outside Planhat as well so everybody working collaborative. But as CSM Planhat is a great- and critical tool which I use daily to optimise my work schedule and customer interaction with various topics.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
I don't think you should have to wait for more than an hour or two to get in touch with someone when you need support. Because they primarily have overseas help, it's typically at least until the next business day until you get help. Then there is the language barrier to deal with. It's not ideal. I have contacted support a few times and have gotten answers. However, I consider myself much savvier than most in terms of understanding all the behind the scenes issues that go on with building a website and online marketing funnels. So if I were a beginner or not as familiar with how to code and create websites, I would think the support is terrible.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
The support team couldn't be better. They are quick to respond, very helpful, and thorough. Our CS manager was always happy to schedule calls to go through specific feature queries and she ensured we had a smooth and quick setup.
Yes, I highly recommend you hire an expert for this. While CF claims that anyone can set up a funnel, there's a difference between having a funnel and having a funnel that works. Between the design and the copy you use, unless you have a marketing background, hire an expert.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
I went with ClickFunnels due to recommendation by a digital marketing mentor. WordPress to me had too much maintenance in the background and it was more time consuming to build pages at the time. Mailchimp is an email marketing software with a website builder and landing page builder but the payment integrations where limited. Kajabi was simply out of my budget at the time and it had more features than i needed
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
I was not the person involved in choosing Planhat, but it seems to me that Planhat is much better suited to an account management style role, whereas Hubspot is closer to a sales CRM instead. In my position, Planhat is better suited as it is more graphical, more flexible, and easier to find information on.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
My clients make more money with it than without it
Other builders aren't necessarily better...we've tried and keep coming back to CF
If CF 2.0 (which launches around March I'm told) is anywhere near as impressive as Russell Brunson makes it sound, it will be a TOTAL game changer when compared to the current version...(which will still be available as well)
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Planhat has, for the first time, given us a 360-degree view of all our customers and access to all the different types of communication we have with them across different departments and functions.
The ability to automate workflows, tasks, and assign playbooks to the various phases of our customer lifecycle has aligned all our departments.
