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  1. Home
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  3. Planhat Customer Success Platform
Logo of Planhat Customer Success Platform

Planhat Customer Success Platform

byPlanhat
in Customer Success Management Platforms
4.6

Overview

Product Information on Planhat Customer Success Platform

Updated 13th October 2025

What is Planhat Customer Success Platform?

Planhat Customer Success Platform is a software designed to help organizations manage and optimize customer relationships throughout the entire lifecycle. The software offers features such as customer health tracking, task management, data consolidation from various sources, and customizable workflows. It provides analytics and reporting tools to monitor product usage, adoption, and engagement trends, aiming to drive retention and reduce churn. Planhat Customer Success Platform enables teams to collaborate on customer segments, automate communication, and efficiently manage renewals and expansion opportunities. By centralizing customer data and offering actionable insights, the software assists businesses in delivering proactive support and tailored customer experiences.

Planhat Customer Success Platform Pricing

Planhat Customer Success Platform software uses a subscription-based pricing model with tiered plans that vary according to features, number of users, and additional modules. The software typically offers pricing upon request, depending on organization size and specific requirements. Customization and enterprise options are available, with contract terms and billing cycles tailored to customer needs.

Overall experience with Planhat Customer Success Platform

SALES MANAGER
<50M USD, Software
FAVORABLE

“Customer Action Points Useful But Platform Functionality Feels Limited”

4.0
Dec 20, 2025
It was clear and easy to use. Sometimes I miss some features which other platforms have.
PRODUCT MANAGER
<50M USD, Banking
CRITICAL

“Good customer experience tool”

3.0
Jan 21, 2025
Good customer experience tool for the CS team, but lacks capability to scale Product Analytics for tracking user behaviour

About Company

Company Description

Updated 7th December 2023

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

Updated 26th February 2025
Company type
Private
Head office location
Stockholm, Sweden
Number of employees
51 - 200
Website
http://www.planhat.com

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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

Like

Attributes that show customer action points and rank.

Like

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.

Like

the UI Different views we have in terms of reporting and end user data Integrations Playbooks and cadences

Dislike

I didn't like that it was not the main CRM, so you still had to use CRM services.

Dislike

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.

Dislike

More visibility on the product roadmap Better calendar task management with Google calendar More AI for predictive data

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Peer Discussions

Planhat Customer Success Platform Reviews and Ratings

4.6

(33 Ratings)

Rating Distribution

5 Star
64%
4 Star
33%
3 Star
3%
2 Star
0%
1 Star
0%
Why ratings and reviews count differ?

Customer Experience

Evaluation & Contracting

4.4

Integration & Deployment

4.3

Service & Support

4.6

Product Capabilities

4.5

Filter Reviews
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Most helpful
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Reviewer's Company Size
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  • SALES MANAGER
    <50M USD
    Software
    Review Source

    Customer Action Points Useful But Platform Functionality Feels Limited

    4.0
    Dec 20, 2025
    It was clear and easy to use. Sometimes I miss some features which other platforms have.
  • DIRECTOR, CUSTOMER SUCCESS
    50M-1B USD
    Software
    Review Source

    Positive Feedback on UI and Playbooks, Requests for Enhanced Roadmap Transparency

    5.0
    Aug 4, 2025
    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 Success
    50M-1B USD
    Software
    Review Source

    Appealing design encourages quick adoption

    5.0
    Aug 1, 2025
    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 USD
    Software
    Review Source

    Comprehensive Post-Sales Management Enhanced by Flexibility and Robust AI Capabilities

    5.0
    Jul 23, 2025
    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 USD
    Software
    Review Source

    Collaborative Approach and Business Understanding Highlighted in Planhat Interactions

    4.0
    Jul 28, 2025
    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!
Showing Result 1-5 of 33

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Gartner Peer Insights content consists of the opinions of individual end users based on their own experiences, and should not be construed as statements of fact, nor do they represent the views of Gartner or its affiliates. Gartner does not endorse any vendor, product or service depicted in this content nor makes any warranties, expressed or implied, with respect to this content, about its accuracy or completeness, including any warranties of merchantability or fitness for a particular purpose.

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