A key part of our client management
January 08, 2024
A key part of our client management
Score 9 out of 10
Vetted Review
Verified User
Overall Satisfaction with Planhat
Planhat is our one-stop database for all client interactions. We store all client calls, emails and interactions in Planhat, and then from here can look at all of our data on a macro or individual subscriber basis. We also regularly review our book's health using Planhat, either through filters, graphical representations, or tailored alerts that we can create as well.
- Good at capturing and storing all information in one place
- Excellent visibility for all people on the subscription allows for easier transparency and sharing of information
- Integrates nicely into other tools
- Some functionality is rather rigid and hard to edit
- Some data can be hard to input, and sometimes will not let you edit the field
- Need hand-holding to get up to speed to start with, but training is offered
- Makes my life a lot easier, and means I don't have to chase information around, but can save time instead.
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.
In my position, Planhat is better suited as it is more graphical, more flexible, and easier to find information on.
Do you think Planhat delivers good value for the price?
Not sure
Are you happy with Planhat's feature set?
Yes
Did Planhat live up to sales and marketing promises?
I wasn't involved with the selection/purchase process
Did implementation of Planhat go as expected?
I wasn't involved with the implementation phase
Would you buy Planhat again?
Yes