Planhat- Great CS Tool
June 09, 2025

Planhat- Great CS Tool

Shalini Arya | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User

Overall Satisfaction with Planhat

We us it as our customer base CRM.
to track ARR, upsell, churn etc

Pros

  • Streamline contacts
  • Personalized Onboarding
  • Automated workflows and insights
  • By automating tasks and providing better data management, Planhat frees up team members to focus on higher-value activities
  • We achieved a 10% decrease in churn rate, highlighting the platform's effectiveness in retaining customers.
Personalised onboarding
great UI
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 account-
The customer intelligence / health score / dashboards are intuitive and easy to build

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 business operations consist of detailed and complex series of business processes that are required to signup, onboard and retain our customers. Planhat allowed us to solve the problem of transitioning from a high-contact team working in the same location to one that is now working remotely and much less 'in the loop' that we previously were. Whilst Zoom and Slack are handy for keeping in contact you still miss the discussions on the way to lunch on in the hallway. Planhat has been our safety net ensuring that nothing gets missed and everything happens at the right time

Planhat Feature Ratings

7.5
Product usage
7
Help desk / support tickets
8
Not Rated
NPS surveys
Not Rated
Sponsor tracking
Not Rated
Customer profiles
Not Rated
Automated workflow
Not Rated
Internal collaboration
Not Rated
Customer health scoring
Not Rated
Customer segmentation
Not Rated
Not Rated
Customer health trends
Not Rated
Engagement analytics
Not Rated
Revenue forecasting
Not Rated
Dashboards
Not Rated
Not Rated
Role-based user permissions
Not Rated
Not Rated
API
Not Rated
Integration with Salesforce.com
Not Rated

Comments

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