Heap is a web analytics platform captures every user interaction on web iOS with no extra code. The tool allows you to track events and set up funnels to understand user flow and dropoff. It also provides visualization tools to track trends over time.
$0
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.
N/A
Pricing
Heap
Planhat
Editions & Modules
Free
$0
Up to 10k sessions/month
Growth
Starting at $3,600 annually
Up to 300k sessions/year
Pro
Contact Heap Sales
Custom sessions per month and unlimited projects
Premier
Contact Heap Sales
Custom sessions per month
No answers on this topic
Offerings
Pricing Offerings
Heap
Planhat
Free Trial
Yes
No
Free/Freemium Version
Yes
No
Premium Consulting/Integration Services
Yes
No
Entry-level Setup Fee
Optional
No setup fee
Additional Details
Heap pricing is based on session volume. A session is a period of activity from a single user on your app or website. It can include many pageviews or events.
Scenarios when Heap was well suited: It is when a user claims that he encountered a bug without giving us the details of the error message. Scenarios where it is less appropriate: Its when we try to capture user interaction in our mobile app
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
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
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
It's a great platform. I'm glad that one of our product managers introduced it because it has allowed us to create all kinds of new functionality. We're not only able to create a better product experience from our communications because of Heap, but we're also able to generate all kinds of helpful analysis.
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
On a scale from 1-10, I find Heap to be incredibly user-friendly and easy to use. I enjoyed the training videos available and was quickly able to pick up how to create events and reports to track user interactions on our product. I would recommend Heap for its usability first and foremost.
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've never run into any issues with Heap's availability, Heap is always there when I need it. I haven't run into any issues like application errors or unplanned outages during my 2+ years of using Heap. Each and every time I log in to Heap I have a completely functional experience
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
Heap doesn't affect page load times considerably nor has a large impact [on] our overall score, as far as page loading times inside of the tool its pretty reliable to retrieve data as much as "instant" that it can be the delay seems to be on data getting tracked into the servers to be read but it's not significant.
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
Heap support has allowed us to troubleshoot and test a lot of different items. Their support team is always helpful and friendly, even when we come to them with the most complicated questions. I think this greatly improves the value proposition of the product because their support team is knowledgable and friendly.
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
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.
The implementation was smooth and easy. The Heap team helped us with implementation and it went great! Within a few weeks, we were fully up and running and utilizing the platform to its full capability. This is an additional thing that has made this platform so great and we couldn't recommend it enough.
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
Heap offers a ton of functionality on a single platform.It also has an smart data science layer to offers suggestions for next steps in the analysis, allowing us to explore alternative paths we may not think to take. The low-code option for updating data is appealing, and there is a lot of automation with minimal engineering effort.
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
The most challenging part of using Heap in a growing organization is the naming and structure in which reports and dashboards are organized. I work within the marketing department and our Heap leader internally works within the IT/Product department, which makes it challenging because we often don't speak the same language, so the learning curve has been steep without any specific use-case examples to leverage online.
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
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.
