Planhat

Planhat

About TrustRadius Scoring
Score 8.9 out of 100
Planhat

Overview

Recent Reviews

A great tool

8 out of 10
August 22, 2021
Planhat is being used by the Customer Success Manager team to calculate for customer health, track customer communications (via Planhat …
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A must have for CS!

10 out of 10
May 15, 2020
Planhat is a must have for a customer success org. It is easy to use, fast to implement. The customer 360 view is incredibly insightful. …
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Very flexible CS platform!

10 out of 10
April 29, 2020
Planhat is used in our customer success, account managment, and business ops teams. Planhat is not only our CS tool but our source of …
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Popular Features

View all 16 features

Product usage (10)

8.9
89%

Customer profiles (10)

8.9
89%

Role-based user permissions (10)

8.9
89%

Automated workflow (10)

8.4
84%

Reviewer Pros & Cons

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Video Reviews

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Pricing

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What is Planhat?

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.

Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting / Integration Services

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Alternatives Pricing

What is Totango?

Totango is a customer success platform that is designed to help recurring revenue businesses simplify the complexities of customer success by connecting the dots of customer data, actively monitoring customer health changes, and driving proactive engagements. According to the vendor, Totango is also…

What is Gainsight Customer Cloud?

Gainsight’s customer-centric technology aims to drive the future of customer success. The company’s Customer Cloud offers a set of solutions focused on customer success, product experience, revenue optimization, customer experience, and customer data, that together are designed to enable businesses…

Features Scorecard

Security

8.9
89%

Platform & Infrastructure

9.2
92%

Customer Data Extraction / Integration

8.8
88%

Customer Success Management

9.1
91%

CSM Reporting & Analytics

8.9
89%

Product Details

What is Planhat?

Planhat is a Customer Success Platform built to make Customer Success simple.

The vendor describes Planhat as beautiful and easy to use, and states that it helps users reduce churn, upsell more, drive user engagement and maximize the lifetime value of customers.

Planhat is built for everyone from the CS rep to the C-Suite, with the functionality and features expected of a modern Customer Success Platform - but the vendor states its difference is in its design, usability and speed to implement.

Planhat Features

Customer Data Extraction / Integration Features

  • Supported: Product usage
  • Supported: Help desk / support tickets
  • Supported: Online customer community
  • Supported: Marketing emails

Customer Success Management Features

  • Supported: NPS surveys
  • Supported: Sponsor tracking
  • Supported: Customer profiles
  • Supported: Automated workflow
  • Supported: Internal collaboration
  • Supported: Customer health scoring
  • Supported: Customer segmentation

CSM Reporting & Analytics Features

  • Supported: Customer health trends
  • Supported: Engagement analytics
  • Supported: Revenue forecasting
  • Supported: Dashboards
  • Supported: Customer lifetime value
  • Supported: Churn rate

Security Features

  • Supported: Role-based user permissions

Platform & Infrastructure Features

  • Supported: API
  • Supported: Integration with Salesforce.com

Planhat Screenshots

Identify outliers in a portfolio and quickly understand risks and opportunities.See your clients through any filter and show only the information that matters to you.

Planhat Competitors

Planhat Technical Details

Deployment TypesSaaS
Operating SystemsUnspecified
Mobile ApplicationNo

Comparisons

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Frequently Asked Questions

What is Planhat?

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.

What is Planhat's best feature?

Reviewers rate Customer segmentation highest, with a score of 9.8.

Who uses Planhat?

The most common users of Planhat are from Mid-sized Companies (51-1,000 employees) and the Computer Software industry.

Reviews and Ratings

 (17)

Ratings

Reviews

(1-4 of 4)
Companies can't remove reviews or game the system. Here's why
Matthew Wheeler | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
The reporting filters are very powerful but can be tricky to set up. Planhat ran a training session on reporting, which I recorded and have had to refer to several times when building complex filters.

In general, most features and functions are intuitive, with extensive use of drag-and-drop. We have had some issues with certain features disappearing, but that has been caused by our Planhat admins tweaking user permissions without realizing the full impact that that would have.
August 22, 2021

A great tool

Erin Gracyalny | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source
The usability factor is huge. Things are pretty straightforward and easy to locate. If you're looking for contacts for an account, they're listed on a specific tab. If you're looking for a list or to make a report or segment of specific customers, there is a data tab that allows you to do so. Everything is easy to find and easy to navigate.
Score 10 out of 10
Vetted Review
Verified User
Review Source
Our onboarding experience with Planhat was smooth and quick. The features and dashboards are very intuitive and don't take long to get the hang of. The support team is very responsive and helpful. Our CSM really took time to understand the goals and objectives of our business and helped us make sure Planhat was working to deliver on these goals.
Score 10 out of 10
Vetted Review
Verified User
Review Source
Planhat is an easy-to-use, intuitive software that didn't take long to set up and learn. We are able to view powerful, rich data in dashboards that break everything down so comprehensively. The support team is always there to help and is very quick to respond in live chat--so if you do have an issue or are unsure of how to use a feature, you will more than likely get an immediate response to your query, while still in the platform.