Overview
Product Information on Planhat Customer Success Platform
What is Planhat Customer Success Platform?
Planhat Customer Success Platform Pricing
Overall experience with Planhat Customer Success Platform
“Customer Action Points Useful But Platform Functionality Feels Limited”
“Good customer experience tool”
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
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Key Insights
A Snapshot of What Matters - Based on Validated User Reviews
Reviewer Insights for: Planhat Customer Success Platform
Deciding Factors: Planhat Customer Success Platform Vs. Market Average
Performance of Planhat Customer Success Platform Across Market Features
Planhat Customer Success Platform Likes & Dislikes
Attributes that show customer action points and rank.
The UI/UX of the system is great. Love their implementation of their chatbot for support has it helps solve most minor problems. Really nice support team.
the UI Different views we have in terms of reporting and end user data Integrations Playbooks and cadences
I didn't like that it was not the main CRM, so you still had to use CRM services.
Really find their system of setting up metrics difficult to say the least. Wherein you have to learn how to set up their metrics by reading really long-form articles just to understand their system. It's like learning how to program and so it's really not that user friendly. They could have done a better job in simplifying the user experience or making it easier to understand how to setup these metrics. It takes 2-3 hours for a metric to get built and if your formula for the metric is incorrect you have to wait that long to understand what went wrong, which is really frustrating.
More visibility on the product roadmap Better calendar task management with Google calendar More AI for predictive data
Top Planhat Customer Success Platform Alternatives
Peer Discussions
Planhat Customer Success Platform Reviews and Ratings
- SALES MANAGER<50M USDSoftwareReview Source
Customer Action Points Useful But Platform Functionality Feels Limited
It was clear and easy to use. Sometimes I miss some features which other platforms have. - DIRECTOR, CUSTOMER SUCCESS50M-1B USDSoftwareReview Source
Positive Feedback on UI and Playbooks, Requests for Enhanced Roadmap Transparency
We really love the product , the ease of use and implementation + the partnership with the vendor and the continuous improvements that the platform offers - VP, Customer Success50M-1B USDSoftwareReview Source
Appealing design encourages quick adoption
With Planhat, you get more than a slick product that drives its own adoption - you also get a relationship with thought leaders in the CS industry to consult you on the best, most efficient and most effective ways to ensure your customer's success. - Senior Customer Success Manager<50M USDSoftwareReview Source
Comprehensive Post-Sales Management Enhanced by Flexibility and Robust AI Capabilities
Great Customer Success Platform that helps drive efficiencies for our Enterprise post-sales teams, from Onboarding to Success to Support, with deep customization and AI capabilities. Implementation can take a bit to get right due to the customization possibilities, but the support from the Planhat team has been exceptional. - VP, CS<50M USDSoftwareReview Source
Collaborative Approach and Business Understanding Highlighted in Planhat Interactions
Our experience with Planhat over the past few years has been outstanding. They've taken the time to learn our business, our goals, and truly understand our pain points and needs. Our PH Customer Success Manager and PH leadership have been amazing business partners who I really enjoy working with!



