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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85 Likeliness to Recommend
94 Plan to Renew
78 Satisfaction of Cost Relative to Value
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?
Pros
- Respectful
- Fair
- Efficient Service
- Acts with Integrity
How to read the Emotional Footprint
The Net Emotional Footprint measures high-level user sentiment towards particular product offerings. It aggregates emotional response ratings for various dimensions of the vendor-client relationship and product effectiveness, creating a powerful indicator of overall user feeling toward the vendor and product.
While purchasing decisions shouldn't be based on emotion, it's valuable to know what kind of emotional response the vendor you're considering elicits from their users.
Footprint
Negative
Neutral
Positive
Feature Ratings
Onboarding Collateral Management
Centralized Note Taking
Account Health Tracking
Onboarding Workflow Management
Reporting and Analytics
Customer Scorecards
Onboarding Portal
CRM Integration
Surveys and Polling
Vendor Capability Ratings
Ease of Implementation
Vendor Support
Breadth of Features
Availability and Quality of Training
Business Value Created
Quality of Features
Ease of Customization
Ease of IT Administration
Product Strategy and Rate of Improvement
Ease of Data Integration
Usability and Intuitiveness
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Planhat Reviews
Thomaz A.
- Role: Information Technology
- Industry: Engineering
- Involvement: End User of Application
Submitted Mar 2024
Easy to use
Likeliness to Recommend
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
Please tell us why you think this review should be flagged.
Leonardo B.
- Role: Operations
- Industry: Technology
- Involvement: End User of Application
Submitted Feb 2024
A world of customization possibilities!
Likeliness to Recommend
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
Please tell us why you think this review should be flagged.
Kiara E.
- Role: Operations
- Industry: Technology
- Involvement: End User of Application
Submitted Sep 2023
Fantastic product and always improving
Likeliness to Recommend
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
Please tell us why you think this review should be flagged.
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