Gives you insights, manages workflows, drives customer experience
July 02, 2021

Gives you insights, manages workflows, drives customer experience

Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Planhat

Planhat is a fantastic customer success platform. It’s really intuitive and easy to use. The customer health scores and renewal management have really helped streamline our processes and improve the customer experience. This tool really helps give visibility into customer health in ways that may be otherwise untrackable. Its open API integrates directly into our software product, so we're able to get real-time usage data.
  • Customer support and onboarding experience is really smooth, straightforward, and fast.
  • Dashboards have been really powerful for customer and business intelligence.
  • Management reporting in real time.
  • 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.
Planhat was better value for money, seemed to be more user-friendly, and required less time to set up.

Do you think Planhat delivers good value for the price?

Yes

Are you happy with Planhat's feature set?

Yes

Did Planhat live up to sales and marketing promises?

Yes

Did implementation of Planhat go as expected?

Yes

Would you buy Planhat again?

Yes

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.
They are extremely quick to respond and very helpful.
Planhat is well suited for management and executive teams globally, beyond customer success, as it is a powerful platform that enables top-level management to drive change and understand performance. We can easily know who on the CS team is managing large portfolios, who has good health scores.

Planhat Feature Ratings

Product usage
9
Help desk / support tickets
7
NPS surveys
9
Sponsor tracking
Not Rated
Customer profiles
9
Automated workflow
9
Internal collaboration
8
Customer health scoring
9
Customer segmentation
10
Customer health trends
8
Engagement analytics
9
Revenue forecasting
Not Rated
Dashboards
9
Role-based user permissions
8
API
8
Integration with Salesforce.com
Not Rated