--- description: Review of Planhat Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice Ireland. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: Planhat | Reviews, Pricing & Demos - SoftwareAdvice IE --- Breadcrumb: [Home](/) > [Client Onboarding Software](/directory/4483/client-onboarding/software) > [Planhat](/software/108855/planhat) # Planhat Canonical: https://www.softwareadvice.ie/software/108855/planhat Page: 1 / 2\ Next: [Next page](https://www.softwareadvice.ie/software/108855/planhat?page=2) > Planhat is a customer success solution that helps businesses use configurable workflows to streamline the entire customer management lifecycle, from onboarding to reviews and renewals. The task management functionality enables employees to automatically generate tasks for events and activities with details, such as description, checklist, custom tags and due dates. Planhat's health score module allows staff members to analyze data across product lines, customer segments and lifecycle phases to identify risks and opportunities. Team members can centralize communication processes, assign emails, add comments and filter customer interactions, among other operations using the internal inbox. Additionally, it provides a separate customer portal, which enables professionals to collaborate and share success plans, usage reports and custom playbooks. Planhat comes with an application programming interface (API), which allows businesses to integrate the system with several third-party solutions, including Zapier, Zendesk, Jira and Slack. It is available on monthly subscriptions and support is extended via documentation, live chat and FAQs. > > Verdict: Rated **4.6/5** by 28 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.6/5** | 28 Reviews | | Ease of Use | 4.5/5 | Based on overall reviews | | Customer Support | 4.7/5 | Based on overall reviews | | Value for Money | 4.5/5 | Based on overall reviews | | Features | 4.6/5 | Based on overall reviews | | Recommendation percentage | 90% | (9/10 Likelihood to recommend) | ## About the vendor - **Company**: Planhat - **Founded**: 2014 ## Commercial Context - **Target Audience**: 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based - **Supported Languages**: English - **Available Countries**: Argentina, Australia, Austria, Belgium, Brazil, Canada, Chile, Colombia, Denmark, Finland, France, Germany, Greece, India, Ireland, Italy, Luxembourg, Mexico, Netherlands, New Zealand and 12 more ## Features - API - Account Alerts - Account Management - Activity Dashboard - Activity Tracking - CRM - Checklists - Churn Management - Collaboration Tools - Communication Management - Configurable Workflow - Contact Management - Customer Database - Customer Engagement - Customer History - Customer Management - Customer Portal - Customer Segmentation - Customisable Branding - Customisable Reports ## Integrations (30 total) - Aircall - Amplitude - Azure AI services - BigQuery Connector for Jira - Delighted - Freshdesk - Gmail - Gong.io - Google Calendar - Google Cloud - Google Drive - Help Scout - HubSpot CRM - Intercom - Jiminny ... and 15 more integrations ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - 24/7 (Live rep) - Chat ## Category - [Client Onboarding Software](https://www.softwareadvice.ie/directory/4483/client-onboarding/software) ## Related Categories - [Client Onboarding Software](https://www.softwareadvice.ie/directory/4483/client-onboarding/software) - [Customer Data Platforms](https://www.softwareadvice.ie/directory/4718/customer-data-platform/software) - [Collaboration Software](https://www.softwareadvice.ie/directory/4138/collaboration/software) - [Customer Engagement Software](https://www.softwareadvice.ie/directory/508/customer-engagement/software) - [Customer Journey Mapping Tools](https://www.softwareadvice.ie/directory/4004/journey-mapping/software) ## Alternatives 1. [Skalin](https://www.softwareadvice.ie/software/322799/skalin) — 4.9/5 (55 reviews) 2. [LiveAgent](https://www.softwareadvice.ie/software/109980/liveagent) — 4.7/5 (1753 reviews) 3. [Custify](https://www.softwareadvice.ie/software/148852/custify) — 4.9/5 (122 reviews) 4. [monday CRM](https://www.softwareadvice.ie/software/348745/monday-sales-crm) — 4.7/5 (453 reviews) 5. [Customerscore.io](https://www.softwareadvice.ie/software/524566/Customerscore-io) — 4.8/5 (17 reviews) ## Reviews ### "Planhat - the flexible and powerful customer success tool" — 4.0/5 > **Ranula** | *16 January 2025* | Information Technology & Services | Recommendation rating: 7.0/10 > > **Pros**: This is a nice tool to manage customer success for your own business. It helped me to manage retention and engagement easily. overall a good tool. > > **Cons**: It took me a hard time when it comes to learning and adapting to the advance features. if I try to setup a complex workflow it took me some time and reporting and analytics is also not user friendly as some dedicated tools ----- ### "During COVID Planhat has allowed us to transition to working remotely whilst streamlining our ops" — 5.0/5 > **Tim** | *1 September 2020* | Computer Software | Recommendation rating: 10.0/10 > > **Pros**: Planhat's complete customisability is its biggest benefit for us. We have a complex and multi-path series of business processes that require non-standard and integratable information at every step. Planhat allowed us to automated our processes through playbooks that trigger off this information and their easy to use API has allowed us to integrate our others systems directly into PH making our transition to remote work smooth and error free. > > **Cons**: Nothing. Planhat is an extremely well fleshed out system supported by a team that are clearly experts on not just their own system but CRM systems in general; a question of 'how do i' usually leads to a much better solution than we initially thought about and the capabilities of the system are constantly expanding each month > > 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. ----- ### "Well Designed CSM System" — 3.0/5 > **James** | *10 March 2025* | Human Resources | Recommendation rating: 5.0/10 > > **Pros**: The user interface is designed very well, the platform is super easy to use, looks pretty and has good flexibility in how you want the platform to be laid out. > > **Cons**: I don't find the integrations panel intuitive to use, particulary the sync with Salesforce is quite complicated to manage and solve basic use cases > > Really good CSM system in terms of visualisation, design, layout and how user friendly it is, but lacks in terms of its functionality and sync with other systems ----- ### "The best CS tool to scale your business operations and improve your customer experience" — 5.0/5 > **Nicole** | *14 June 2021* | Marketing & Advertising | Recommendation rating: 10.0/10 > > **Pros**: The customer health scores and renewal management have really helped streamline our processes and improve the customer experience. Our customers love their Customer Portal where we share playbooks, usage dashboards and success plans. This transparency has improved adoption and helped us build trust. It's really easy to use and intuitive - while still providing powerful data insights and reports. > > **Cons**: Not much to dislike - there were some limitation with usage tracking for Parent-Child companies, but I know they were working on some updates on this. > > Before using PlanHat we had very little insight into our customer health and how they were using our technology. PlanHat enabled us to understand our customers better and what features and UX needed to be improved. We have saved so much time automating workflows and assigning playbooks for onboarding new customers. ----- ### "Great Platform for the Technically-Average" — 5.0/5 > **Jordan** | *13 January 2021* | Program Development | Recommendation rating: 9.0/10 > > **Pros**: You can set up your system to be as simplistic or as complex as you would like it to be. You can also restrict the actions of your users via Role Management, so when you finally build out those complex filters or metric analytics, you won't have wandering hands meddling with your filters or code. > > **Cons**: Some of the filter options are labelled somewhat deceivingly, or are at least inconsistent with what their relative data fields are called on the front end. i.e. "Workflow/Template" for "Playbooks" > > There's certainly a learning curve, when you first start. But, as soon as you understand how to build filters or triggers, you'll be in great shape. At that point, you'll be able to create all kinds of useful features for a wide variety of purposes. ----- Page: 1 / 2\ Next: [Next page](https://www.softwareadvice.ie/software/108855/planhat?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.ie/software/108855/planhat) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | | fr | | ----- ## Structured Data