Planhat
Product information
Reviews
4.0 out of 5 stars
Planhat is best for customer success and account management teams who need to manage customer relationships, drive retention, and monitor health metrics at scale. It stands out for its flexible data model and customizable workflows, but may not be ideal if you require deep native integrations with every third-party tool out of the box. Compared to Gainsight and Totango, it’s better suited for organizations that want more control over their processes and data structure. If you’re dealing with fragmented customer data and struggling to operationalize customer success, this is probably the right tool. If not, you might want to explore simpler or more deeply integrated alternatives.
Product options
Tool Details
- Gainsight
- Totango
- ChurnZero
- ClientSuccess
- HubSpot Service Hub
- Highly customizable data model and workflows
- Intuitive, modern user interface
- Strong reporting and analytics capabilities
- Good support for complex customer journeys
- Flexible integrations via API
- Steeper learning curve for admins
- Some integrations require manual setup or middleware
- Pricing can be high for smaller teams
- Limited out-of-the-box playbooks compared to competitors
Related Resources
Using Planhat to monitor and report on customer NPS and feedback
Learn how to use Planhat to track, analyze, and report on customer NPS and feedback—without the fluff. Get practical steps and honest tips.
How to Compare Planhat with Other Customer Success Platforms for B2B SaaS Companies
A no-nonsense guide for B2B SaaS teams on how to compare Planhat with other customer success platforms and make a choice that actually fits.
Step by step process for configuring user permissions and roles in Planhat
Learn exactly how to set up user roles and permissions in Planhat, with practical steps, pitfalls to avoid, and tips for keeping things manageable.
How to build automated playbooks in Planhat for upselling and cross selling
Step-by-step guide to building automated upsell and cross-sell playbooks in Planhat. Honest advice, real-world tips, and what to skip.
Tracking customer engagement metrics in Planhat best practices and tips
Learn practical ways to track customer engagement metrics in Planhat—what matters, what to skip, and how to actually use the data.
Planhat B2B GTM Software Tool In Depth Review and Comparison for SaaS Customer Success Teams
A practical, no-hype review of Planhat for SaaS customer success teams, with honest pros, cons, and comparisons to top B2B GTM tools.
A complete guide to building custom dashboards in Planhat for customer success teams
Learn how to build useful, no-nonsense custom dashboards in Planhat for customer success teams—real steps, honest tips, and what to skip.
Key Features and Benefits of Using Planhat for Streamlining B2B Go To Market Strategies
Unpack the real features and benefits of Planhat for B2B go-to-market teams—what works, what doesn’t, and how to get started without the fluff.
How to use Planhat to manage renewals and reduce churn rates
Learn how to use Planhat to track renewals, reduce churn, and actually make customer success work for your SaaS business—without the fluff.
How to create and automate onboarding workflows in Planhat for new clients
Step-by-step guide to building and automating onboarding workflows in Planhat—real talk about what works, what to skip, and how to keep it simple.
How to set up automated customer health scoring in Planhat step by step
Learn step-by-step how to set up automated customer health scoring in Planhat, from choosing metrics to tweaking your scoring model for real results.
How to integrate Planhat with Salesforce for seamless data sync
Step-by-step guide to connecting Planhat and Salesforce for reliable, real-time customer data sync—no fluff, just what actually works.
How to create actionable customer journey maps in Planhat
Learn how to build customer journey maps in Planhat that actually drive action, not just pretty slides. Real steps, honest advice, and practical tips.