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Planhat Logo
Planhat

Planhat

7.4 /10
Category
Planhat
7.4 /10

What is Planhat?

Planhat is a customer platform with a comprehensive, extensible data foundation. Powered by a series of flexible, horizontally-built modules, it combines UI elegance with best-in-class performance. We've always planned on becoming the CRM you run your entire business on. To achieve this, we haven't created a suite of specialized tools out of point solutions like hardcoded filters. Instead, we've built a distinct set of generic, interoperable building blocks that can be combined and recombined to meet specialized use cases.

Company Details


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Planhat Ratings

Real user data aggregated to summarize the product performance and customer experience.
Download the entire Product Scorecard to access more information on Planhat.

85 Likeliness to Recommend

94 Plan to Renew

78 Satisfaction of Cost Relative to Value


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Emotional Footprint Overview

+81 Net Emotional Footprint

The emotional sentiment held by end users of the software based on their experience with the vendor. Responses are captured on an eight-point scale.

How much do users love Planhat?

6% Negative
0% Neutral
94% Positive

Pros

  • Respectful
  • Fair
  • Efficient Service
  • Acts with Integrity

Feature Ratings

Average 76

Onboarding Collateral Management

82

Centralized Note Taking

80

Account Health Tracking

79

Onboarding Workflow Management

78

Reporting and Analytics

76

Customer Scorecards

74

Onboarding Portal

73

CRM Integration

70

Surveys and Polling

67

Vendor Capability Ratings

Average 74

Ease of Implementation

86

Vendor Support

81

Breadth of Features

81

Availability and Quality of Training

78

Business Value Created

78

Quality of Features

76

Ease of Customization

75

Ease of IT Administration

71

Product Strategy and Rate of Improvement

70

Ease of Data Integration

66

Usability and Intuitiveness

63

Planhat Reviews

Thomaz A.

  • Role: Information Technology
  • Industry: Engineering
  • Involvement: End User of Application
Validated Review
Verified Reviewer

Submitted Mar 2024

Easy to use

Likeliness to Recommend

10 /10

What differentiates Planhat from other similar products?

Very fastest

What is your favorite aspect of this product?

High speed and usability

What do you dislike most about this product?

Nothing to complain

What recommendations would you give to someone considering this product?

Think of improvement in usability

Pros

  • Helps Innovate
  • Reliable
  • Trustworthy
  • Efficient Service

Leonardo B.

  • Role: Operations
  • Industry: Technology
  • Involvement: End User of Application
Validated Review
Verified Reviewer

Submitted Feb 2024

A world of customization possibilities!

Likeliness to Recommend

9 /10

What differentiates Planhat from other similar products?

You can customize literally everything. The possibilities are just amazing, making the workflows and playbooks much more accurate. The dashboards are also very good and there's always a possibility to cross different information, my job was easier with Planhat.

What is your favorite aspect of this product?

Definitely the customization of dashboards, workflows and playbooks.

What do you dislike most about this product?

There's a lot you can do with Planhat, but in the same time, sometimes it can be a little hard to find specifical things because there's a lot of information. As an end user, I think that some pages/features could be reorganized.

What recommendations would you give to someone considering this product?

You will not regret! If you need a reliable platform for the onboarding process, you will not be disappointed. If you need a reliable platform for the ongoing process, you will not be disappointed as well, actually, you'll be very surprised with all the customer data available and possibilities of customization.

Pros

  • Helps Innovate
  • Continually Improving Product
  • Enables Productivity
  • Efficient Service

Kiara E.

  • Role: Operations
  • Industry: Technology
  • Involvement: End User of Application
Validated Review
Verified Reviewer

Submitted Sep 2023

Fantastic product and always improving

Likeliness to Recommend

10 /10

What differentiates Planhat from other similar products?

Ease of customization,, appealing layout and organization, ease of data

What is your favorite aspect of this product?

Building calculated metrics and formulas to connect data

What do you dislike most about this product?

Lack of true linking between models

What recommendations would you give to someone considering this product?

Be strategic about the fields you add and how you organize - there are so many ways to go about doing something

Pros

  • Continually Improving Product
  • Performance Enhancing
  • Enables Productivity
  • Trustworthy

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