Planhat vs. Wishpond Propel IQ

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

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It's a great platform if you're looking for something to run contests that provide leads and drive user engagement, but if they also incorporated social media management and scheduling, Wishpond would be a 10 by far. It's definitely worth looking into specifically for running contests throughout the year, for a wide variety of companies and industries.

Incentivized

Independently Invited by TrustRadius

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• 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.

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Independently Invited by TrustRadius

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• Very small learning curve, thanks to wonderful real-time tutorials and help, and drag-and-drop editors.
• Easy to navigate - there are only 3 main sections of the site (content, lists, and emails).
• Excellent customer service. I've always gotten prompt answers to any questions I've had.

Incentivized

Independently Invited by TrustRadius

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• 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.

Incentivized

Independently Invited by TrustRadius

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• They added keywords to campaigns we'd specifically said not to.
• They should tweak campaigns with a 0.06 ROAS.
• They should provide the services that are promised.

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.

Incentivized

Independently Invited by TrustRadius

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.

There is no support at Wishpond. I contacted my project manager's manager over a week ago without a reply. When I responded to the automated 'How is your experience' email saying how awful it was there was no follow-up. When I had trouble and had to escalate things it resulted in some new procedures being put in place that changed nothing and they never checked in to see if things were fixed.

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.

Incentivized

Independently Invited by TrustRadius

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We choose Wishpond as our first option since we were a startup e-commerce. Klaviyo was a little bit expensive for us and Wishpond really suits pretty well in our budget. Besides, if you don't have so many clients, at a first glance, there are a lot of features that would not be taken advantage of. That is why Wishpond was a better option when we started.

Incentivized

Independently Invited by TrustRadius

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.

• Negative google ROI.
• A few conversions in September on paid social then none - negative ROI.
• Between ad spend and Wishpond fees every month is negative ROI. Can’t wait until I can get out of this contract.
• Emails don’t perform as well as my own for open rates or clicks.