Planhat vs. UserIQ

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Planhat
Score 7.3 out of 10
N/A
Planhat, headquartered in Stockholm, offers their modular suite of applications to subscription based businesses, providing customer success product usage health alerts and guidance, as well as revenue management for tracking subscriptions and business health.N/A
UserIQ
Score 8.0 out of 10
N/A
UserIQ is a walkthrough tool that aims to empower SaaS companies to deliver what each user needs to be successful in every moment, starting with adoption. According to the vendor, key benefits include: effectively scale onboarding increase feature usage accelerate time-to-value ultimately drive more revenue throughout the customer journeyN/A
Pricing
PlanhatUserIQ
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
PlanhatUserIQ
Free Trial
NoYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details
More Pricing Information
Community Pulse
PlanhatUserIQ
Considered Both Products
Planhat
Chose Planhat
Overall performance is great in Planhat, and value vs investment (money) is good! Planhat is made for larger companies and teams that want to create a scalable way of working cross departments.
Chose Planhat
I have not used other CSM platforms but have trialed churn zero which had a much more user friendly interface, the cost was higher though
Chose Planhat
I believe Planhat is the best Customer Success Management tool in the market. It gives me a 360-degree view of all my customers and has a modern interface as compared to the other similar tools that I have used. Planhat also offers a competitive pricing that makes it easier for …
Chose Planhat
I was not the person involved in choosing Planhat, but it seems to me that Planhat is much better suited to an account management style role, whereas Hubspot is closer to a sales CRM instead. In my position, Planhat is better suited as it is more graphical, more flexible, and …
Chose Planhat
When evaluating Planhat, we found that it had a better UI and was a more rounded product than Churn Zero. Planhat was considerably more expensive than Churn Zero, but we felt that the extra investment was worthwhile given that the product better met our needs.

Chose Planhat
Planhat compares relatively well to Totango, despite not coming along with the massive price tag. It was able to perform all of the functions our CSM team was needing and hoping it could do for us. It was able to highlight the customer's health according to the metrics we …
Chose Planhat
Planhat was better value for money, seemed to be more user-friendly, and required less time to set up.
Chose Planhat
We needed a software that would not take months to set up and learn how to use. We needed powerful data that was easy to understand and action based on health scores dropping, etc. It was also important for us to be able to get our full team on the platform so that we could all …
Chose Planhat
Planhat was the most agile and easy to use software, while still having unique and powerful features that allowed us to really customize the software around our organization and needs. Planhat is more than a Customer Success tool in essence and adds tremendous value and …
Chose Planhat
Planhat has a better UI, covers a wide range of features and use-cases. It covers hybrid tech-touch and high touch well. Strong on revenue management.
Chose Planhat
Planhat won on best UI, easy to use, easy to set up and had the enterprise-grade features we were looking for.
Chose Planhat
e came to Planhat from a competitor and are not regretting our choice: - T
heir API is very complete and allows a lot of flexibility in building your own integration-
The Account 360 is really helpful for everyone on the team to understand what's been going on for a specific …
UserIQ
Chose UserIQ
When comparing with the other product of the market we realize UserIQ brings the best outcome beneath the price so we choose UserIQ apart from other products.
Chose UserIQ
N/A - have not previously used other products in this field which compare. It is a new product to us.
Chose UserIQ
We use both for different reasons. GA is our primary customer usage product in our b2c apps since it's pricing is not restrictive by number of users. The dashboards and metrics tracked in user IQ are more accessible and you're able to track at the feature level much easier. …
Features
PlanhatUserIQ
Security
Comparison of Security features of Product A and Product B
Planhat
8.5
Ratings
5% below category average
UserIQ
10.0
Ratings
12% above category average
Role-based user permissions8.50 Ratings10.00 Ratings
Platform & Infrastructure
Comparison of Platform & Infrastructure features of Product A and Product B
Planhat
8.8
Ratings
1% above category average
UserIQ
9.3
Ratings
7% above category average
API8.50 Ratings7.10 Ratings
Integration with Salesforce.com9.00 Ratings10.00 Ratings
Integration with Marketo00 Ratings9.00 Ratings
Integration with Eloqua00 Ratings10.00 Ratings
Customer Data Extraction / Integration
Comparison of Customer Data Extraction / Integration features of Product A and Product B
Planhat
8.0
Ratings
11% below category average
UserIQ
7.8
Ratings
13% below category average
Product usage9.00 Ratings8.00 Ratings
Help desk / support tickets7.00 Ratings7.50 Ratings
Customer Success Management
Comparison of Customer Success Management features of Product A and Product B
Planhat
8.6
Ratings
1% below category average
UserIQ
8.0
Ratings
8% below category average
NPS surveys9.00 Ratings7.10 Ratings
Sponsor tracking8.00 Ratings9.00 Ratings
Customer profiles9.00 Ratings8.50 Ratings
Automated workflow8.00 Ratings6.10 Ratings
Internal collaboration9.00 Ratings9.00 Ratings
Customer health scoring9.50 Ratings9.00 Ratings
Customer segmentation7.50 Ratings7.50 Ratings
CSM Reporting & Analytics
Comparison of CSM Reporting & Analytics features of Product A and Product B
Planhat
8.7
Ratings
1% above category average
UserIQ
9.5
Ratings
9% above category average
Customer health trends9.90 Ratings10.00 Ratings
Engagement analytics7.90 Ratings8.50 Ratings
Revenue forecasting8.00 Ratings10.00 Ratings
Dashboards9.00 Ratings9.50 Ratings
Best Alternatives
PlanhatUserIQ
Small Businesses
ChurnZero
ChurnZero
Score 9.6 out of 10
ChurnZero
ChurnZero
Score 9.6 out of 10
Medium-sized Companies
CustomerSuccessBox
CustomerSuccessBox
Score 9.5 out of 10
CustomerSuccessBox
CustomerSuccessBox
Score 9.5 out of 10
Enterprises
Gainsight CS
Gainsight CS
Score 8.9 out of 10
Gainsight CS
Gainsight CS
Score 8.9 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
PlanhatUserIQ
Likelihood to Recommend
8.5
(0 ratings)
7.5
(0 ratings)
Usability
8.0
(0 ratings)
8.1
(0 ratings)
Support Rating
9.7
(0 ratings)
9.5
(0 ratings)
User Testimonials
PlanhatUserIQ
Likelihood to Recommend
Planhat is very cost-effective compared to its competitors and offers a similar level of functionality. So if you are looking for a CS platform that will give your CSM's all the data they need to manage their portfolio, then Planhat will do the job very well. I was part of the team that was tasked with selecting a CS platform for Pexip, and the combination of cost and performance made Planhat a clear winner against the other two products we were evaluating.
I still use Salesforce on a daily basis because that's the platform we use to generate quotes. It would be nice if I only had one platform to perform all of my CS tasks in. I'm not sure if that's a criticism of Planhat or not, as I don't know if it has a quoting module that we haven't implemented, or whether that function simply isn't available.
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User IQ is appropriate particularly for unlocking insights into information about the customer without any problems, like mentioned previously the health dashboard is particularly liked within the business. On the visual side, It is also strong as it is fairly simple to use. Perhaps one less suitable is to actually present this data informal settings, as the output isn't suited for this.
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Pros
  • Excellent customer support and onboarding experience. They are very quick to respond to queries via the live chat. Our CS manager was brilliant in helping us get set up and making sure we were getting the most from all the features.
  • The platform and features are very user friendly and intuitive. It's an extremely powerful tool with a lot of functionality, but thankfully it doesn't take long to learn how to use it.
  • The customer portal is a game changer. The ability to share playbooks, data, and meeting notes all in one place is so useful for our customers and helps build trust and transparency.
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  • Customer service is excellent.
  • Once you get the hang out using the walkthroughs, they are really beneficial.
  • Running reports of users on surveys!
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Cons
  • Allow for cc'ing of AEs or others within the same organization from the messaging center. When I went to send a message from within Planhat, I had to manually type out the AE's email address every time if I wanted them cc'd.
  • The fonts were funky if I went to add text into an existing email template. For example, if I added in an extra sentence or paragraph, in Outlook on the recipient's end, the font was different despite looking the same within Planhat. Gmail was all consistent, Outlook was showing a different font.
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  • Adding Heat mapping/Scroll tracking/Live user session viewing - I think this could give me further options for segmentation and give me higher visibility of where customers may be facing difficulties when creating further in-app messaging.
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Usability
It takes a while to learn Planhat even for experienced users. It has limitations in terms of what data you can present where, but its important to set internal guides outside Planhat as well so everybody working collaborative. But as CSM Planhat is a great- and critical tool which I use daily to optimise my work schedule and customer interaction with various topics.
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This rating is given as to a certain degree it is useful - as in the customer health dashboard and providing a very fast service which is easy to use for our users. However, as mentioned prior, the exportation of this data into presentable information (presentation style) is not really possible without doing yourself via screenshots and interpreting the data.
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Support Rating
Planhat support is excellent. We have a dedicated resource allocated to work with us, and he is extremely knowledgeable, articulate and responsive. The wider support team at Planhat is also very good, responding quickly to any issues logged. As an end-user, you can chat with Planhat support if you encounter any issues or have any questions, and they have always helped me.
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Customer service and support is one of the biggest strengths for UserIQ, whenever there has been any issues or confusion, the help service is very effective and friendly to support us and get to a conclusion within no time, hence why the ranking given is extremely high for this factor. I would not say any improvement is needed in terms of this aspect of the company.
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Alternatives Considered
I believe Planhat is the best Customer Success Management tool in the market. It gives me a 360-degree view of all my customers and has a modern interface as compared to the other similar tools that I have used. Planhat also offers a competitive pricing that makes it easier for my team to evaluate as compared to other similar platforms. The support team of Planhat is also great which makes it the right fit for my organisation
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When comparing with the other product of the market we realize UserIQ brings the best outcome beneath the price so we choose UserIQ apart from other products.
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Return on Investment
  • Planhat has, for the first time, given us a 360-degree view of all our customers and access to all the different types of communication we have with them across different departments and functions.
  • The ability to automate workflows, tasks, and assign playbooks to the various phases of our customer lifecycle has aligned all our departments.
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  • We've been able to identify clients who are missing value in our product based on health scores and usage.
  • Expensive product for the value it's delivering to the Product Team but may make it back in ease of use over Google Analytics and other competitors.
  • Often have spent resources trying to troubleshoot when something breaks. Would prefer a little more stability although some of that may be user error.
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ScreenShots

Planhat Screenshots

Screenshot of Insights identify outliers in a portfolio to help users understand risks and opportunities.Screenshot of Displays clients through any filter to shows only the information that matters.