Planhat, headquartered in Stockholm, offers their modular suite of applications to subscription based businesses, providing customer success product usage health alerts and guidance, as well as revenue management for tracking subscriptions and business health.
e came to Planhat from a competitor and are not regretting our choice: - T heir API is very complete and allows a lot of flexibility in building your own integration- The Account 360 is really helpful for everyone on the team to understand what's been going on for a specific …
Overall performance is great in Planhat, and value vs investment (money) is good! Planhat is made for larger companies and teams that want to create a scalable way of working cross departments.
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 …
I believe Planhat is the best Customer Success Management tool in the market. It gives me a 360-degree view of all my customers and has a modern interface as compared to the other similar tools that I have used. Planhat also offers a competitive pricing that makes it easier for …
When evaluating Planhat, we found that it had a better UI and was a more rounded product than Churn Zero. Planhat was considerably more expensive than Churn Zero, but we felt that the extra investment was worthwhile given that the product better met our needs.
Planhat compares relatively well to Totango, despite not coming along with the massive price tag. It was able to perform all of the functions our CSM team was needing and hoping it could do for us. It was able to highlight the customer's health according to the metrics we …
We needed a software that would not take months to set up and learn how to use. We needed powerful data that was easy to understand and action based on health scores dropping, etc. It was also important for us to be able to get our full team on the platform so that we could all …
Verified User
Vice-President
Chose Planhat
Planhat was the most agile and easy to use software, while still having unique and powerful features that allowed us to really customize the software around our organization and needs. Planhat is more than a Customer Success tool in essence and adds tremendous value and …
Verified User
Vice-President
Chose Planhat
Planhat has a better UI, covers a wide range of features and use-cases. It covers hybrid tech-touch and high touch well. Strong on revenue management.
Verified User
General Manager
Chose Planhat
Planhat won on best UI, easy to use, easy to set up and had the enterprise-grade features we were looking for.
Features
Planhat
Security
Comparison of Security features of Product A and Product B
Planhat
8.0
13 Ratings
9% below category average
Role-based user permissions
8.013 Ratings
Platform & Infrastructure
Comparison of Platform & Infrastructure features of Product A and Product B
Planhat
8.1
13 Ratings
7% below category average
API
8.212 Ratings
Integration with Salesforce.com
7.99 Ratings
Customer Data Extraction / Integration
Comparison of Customer Data Extraction / Integration features of Product A and Product B
Planhat
8.0
15 Ratings
9% below category average
Product usage
8.215 Ratings
Help desk / support tickets
7.813 Ratings
Customer Success Management
Comparison of Customer Success Management features of Product A and Product B
Planhat
8.2
14 Ratings
5% below category average
NPS surveys
8.312 Ratings
Sponsor tracking
8.09 Ratings
Customer profiles
9.014 Ratings
Automated workflow
7.013 Ratings
Internal collaboration
8.713 Ratings
Customer health scoring
8.414 Ratings
Customer segmentation
7.814 Ratings
CSM Reporting & Analytics
Comparison of CSM Reporting & Analytics features of Product A and Product B
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
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.
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.
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.
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.
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.
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.
