Planhat In-Depth Review: Features, Pricing & Alternatives (2023 Updated)

In the world of customer relationship management, having a centralized platform to manage customer data, automate workflows, and track progress is essential. Planhat is one such platform that has gained popularity among businesses for its user-friendly interface and efficient features. In this in-depth review of Planhat, we’ll explore what Planhat is, how it can be used, who can use it, its features, pricing, and alternatives.

What is Planhat?

Planhat is a cloud-based customer success platform that helps businesses to manage their customer data, automate workflows, and track customer progress. It was founded in 2015 and has since been used by numerous companies worldwide. Planhat’s key features include collaboration tools, automation, data storytelling, and workflow management, all in one platform.

How can Planhat be used?

Planhat can be used by businesses of all sizes to manage their customer data, automate workflows, and track customer progress. It can be used by customer success teams, sales teams, support teams, and product teams. Planhat can also be used to manage customer relationships, identify at-risk customers, and improve customer retention.

Who can use Planhat?

Planhat is designed for businesses of all sizes and industries. It can be used by startups, small businesses, and large enterprises. Planhat is particularly useful for businesses that want to improve their customer satisfaction rates, reduce churn, and increase revenue.

Planhat Features

Planhat has several features that make it stand out from other customer success platforms. These features include:

  • Collaborate internally and externally with your customers
  • Automate any task or workflow
  • Tell stories with your data
  • Become customer-centered

Planhat’s features allow businesses to manage their customer data efficiently, automate workflows, and make data-driven decisions.

Planhat Pricing

Planhat has three pricing plans, Basic, Professional, and Enterprise. The Basic plan is free, while the Professional and Enterprise plans require businesses to contact Planhat’s sales team for pricing. The Basic plan includes unlimited users, core customer objects, native integrations, custom fields, formula fields, calculated metrics, filters, health scores and success units, multiple health profiles, and group structures. The Professional and Enterprise plans offer additional features such as expanded data models, workflow management, presentation and reporting, automations, and authentication and security.

Alternatives to Planhat

While Planhat is an excellent customer success platform, it’s not the only one available in the market. Other alternatives to Planhat include:

Each of these platforms has its unique features, pricing, and target audience. It’s essential to evaluate each platform’s features and pricing before deciding which one to use.

In conclusion, Planhat is an excellent customer success platform that offers businesses a centralized platform to manage customer data, automate workflows, and track customer progress. Its user-friendly interface and efficient features make it a popular choice among businesses worldwide. However, it’s essential to evaluate Planhat alongside other customer success platforms to determine which one best fits your business needs.

For more such SaaS product reviews, you can check out my blog.


Upendra Varma

Upendra Varma

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