Overview
Product Information on Planhat Customer Success Platform
Updated 30th March 2026
What is Planhat Customer Success Platform?
Planhat Customer Success Platform Pricing
Overall experience with Planhat Customer Success Platform
Director Of Operations
3B - 10B USD, Finance (non-banking)FAVORABLE
“Planhat: A reliable partner for evolving Customer Success needs”
We have been using Planhat since 2018, and it has consistently supported our global Customer Success practice very well. The platform is flexible and adapts easily to our specific requirements, processes and data structure, which has been essential as we have scaled.
One of the standout aspect of our experience has been the team behind the product. The people we work with are highly supportive, responsive and genuinely invested in helping us succeed. Overall Planhat has proven to be a reliable and true partner.
PRODUCT MANAGER
<50M USD, BankingCRITICAL
“Good customer experience tool”
Good customer experience tool for the CS team, but lacks capability to scale Product Analytics for tracking user behaviour
About Company
Company Description
Planhat is a comprehensive platform that addresses the business concern of managing customer relations and analyzing data to enhance customer success and expand customer lifetime value. The firm, founded in Stockholm, Sweden in 2015, serves technology companies around the world with a focus on streamlining their business by prioritizing customer-centricity. Planhat has a strong international presence with a large team spread across Europe, North America, South America, and the Asia Pacific.
Company Details
Company type
Private
Year Founded
2015
Head office location
Stockholm, Sweden
Number of employees
201 - 500
Website
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- Director Of Operations1B-10B USDFinance (non-banking)Review Source
Planhat: A reliable partner for evolving Customer Success needs
We have been using Planhat since 2018, and it has consistently supported our global Customer Success practice very well. The platform is flexible and adapts easily to our specific requirements, processes and data structure, which has been essential as we have scaled. One of the standout aspect of our experience has been the team behind the product. The people we work with are highly supportive, responsive and genuinely invested in helping us succeed. Overall Planhat has proven to be a reliable and true partner. - VP, Operations50M-1B USDSoftwareReview Source
Excellent platform backed by a great success team - some challenges dealing with bad data or transactional business models
We selected Planhat after a comprehensive review and trial of multiple platforms. Planhat was a standout in both the UX/UI of the platform and the breadth of functionality. - VP, Customer Service and Support50M-1B USDTelecommunicationReview Source
Planhat Adapts to Evolving Business Needs
I have never had a better partner to drive my business than Planhat - the product is continuously evolving and the team there is indispensable. - Customer Service & Support Associate50M-1B USDSoftwareReview Source
Ultra-flexible platform: the engine of our operational excellence and our CS strategy
Planhat has radically transformed our customer success management. Its ability to centralize complex data from our ITSM ecosystem gives us a 360 view of our accounts' health in real time. The interface is intuitive, and the power of its automations has allowed us to shift from a reactive to a proactive approach. It's much more than a CRM; it's a true operational hub that aligns our teams with our clients' growth objectives. - VP, SalesGov't/PS/EdEducationReview Source
Centralized Customer Data Improves Team Collaboration But Guidance Could Be Enhanced
My team implemented Planhat a little over a year ago and it has been a good tool for centralizing customer data and giving our team a single place to track customer information and team engagement. As a new customer, and a lean CS Ops function we would benefit from more proactive guidance and best practices from the PH team on how to fully leverage its capabilities.
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