# ClientSuccess vs Totango Comparison
---
## AI Generated Summary
- **G2 reviewers report** that Totango excels in user experience, particularly highlighting its seamless integration with Salesforce. Users appreciate how updates in Salesforce automatically reflect in Totango, making it incredibly convenient for managing customer data.
- **Users say** that ClientSuccess offers a user-friendly interface that doesn't require extensive training. Reviewers commend the product for its straightforward design, making it easy to track client health and activities without a steep learning curve.
- **According to verified reviews** , Totango stands out for its intuitive dashboards that help users monitor customer health and engagement effectively. Users find it beneficial for staying on top of renewals and customer success activities without juggling multiple tools.
- **Reviewers mention** that ClientSuccess provides excellent customer support, with a team that is flexible and genuinely cares about its users. This level of support is a significant factor for many users who have chosen ClientSuccess multiple times across different companies.
- **G2 reviewers highlight** that while Totango has a slightly lower ease of setup score, it still offers a solid implementation process. Users appreciate the clear visibility into accounts and tasks, which simplifies customer management, even if the initial setup may take a bit longer.
- **Users report** that both platforms have strong capabilities for monitoring customer engagement, but ClientSuccess edges out slightly in this area. Reviewers enjoy features like engagement integration with Outlook, which allows them to prepare for customer meetings by reviewing the latest interactions easily.



| | ClientSuccess | Totango | 
|---|---|---|
| **Star Rating** | 4.4 out of 5 | 4.3 out of 5 | 
| **Total Reviews** | 424 | 1,150 | 
| **Largest Market Segment** | Mid-Market (56.1% of reviews) | Mid-Market (57.0% of reviews) | 
| **Entry Level Price** | Contact Us | Contact Us Per Year | 

---
## Top Pros & Cons

### ClientSuccess

Pros:
- Client Management (2 reviews)
- Customer Support (2 reviews)

Cons:
- Field Limitations (1 reviews)
- Limited Customization (1 reviews)

### Totango

Pros:
- Ease of Use (202 reviews)
- Customer Support (98 reviews)

Cons:
- Learning Curve (83 reviews)
- Integration Issues (65 reviews)

---
## Ratings Comparison
| Rating | ClientSuccess | Totango | 
|---|---|---|
  | **Meets Requirements** | 8.2 (318 reviews) | 8.3 (970 reviews) | 
  | **Ease of Use** | 8.9 (321 reviews) | 8.2 (984 reviews) | 
  | **Ease of Setup** | 8.4 (152 reviews) | 7.4 (494 reviews) | 
  | **Ease of Admin** | 8.9 (158 reviews) | 7.8 (362 reviews) | 
  | **Quality of Support** | 8.8 (288 reviews) | 8.4 (816 reviews) | 
  | **Has the product been a good partner in doing business?** | 9.3 (156 reviews) | 8.6 (361 reviews) | 
  | **Product Direction (% positive)** | 8.5 (296 reviews) | 8.7 (946 reviews) | 

---
## Pricing

### ClientSuccess

#### Entry-Level Pricing

Plan: ClientSuccess

Price: Contact Us

Key Features:
- Customer Success Management Software
- Customer Journey Mapping
- Forecasting SaaS Renewal

[Learn more about ClientSuccess](https://www.g2.com/products/clientsuccess/reviews)

#### Free Trial

No

### Totango

#### Entry-Level Pricing

Plan: Enterprise

Price: Contact Us Per Year

Description: Efficiently scale customer success with solutions backed by enterprise-grade privacy, security, and customization.

Key Features:
-  10 users (Practitioner seats)
- 2,000 customer accounts
-  5 teams

[Browse all 2 editions](https://www.g2.com/products/totango/pricing)

#### Free Trial

No

---
## Features Comparison By Category

### Collaboration & Productivity

| Product | Score | Reviews |
|---|---|---|
| **ClientSuccess** | N/A | N/A |
| **Totango** | N/A | N/A |

#### Additional Functionality

| Feature | ClientSuccess | Totango | 
|---|---|---|
| **Third-Party Integrations** | Not enough data | Not enough data | 
| **To-Do List** | Not enough data | Not enough data | 
| **@mentions** | Not enough data | Not enough data | 
| **Single Sign On** | Not enough data | Not enough data | 
| **File Management** | Not enough data | Not enough data | 
| **Activity Dashboard** | Not enough data | Not enough data | 
| **Drag & Drop** | Not enough data | Not enough data | 
| **Alerts/Notifications** | Not enough data | Not enough data | 
| **Prioritization** | Not enough data | Not enough data | 
| **Access Controls/Permissions** | Not enough data | Not enough data | 
| **Screen Sharing** | Not enough data | Not enough data | 
| **Content Management** | Not enough data | Not enough data | 
| **Brainstorming** | Not enough data | Not enough data | 
| **AI Copilot** | Not enough data | Not enough data | 
| **File Transfer** | Not enough data | Not enough data | 
| **Calendar Management** | Not enough data | Not enough data | 
| **Status Tracking** | Not enough data | Not enough data | 
| **Real-Time Notifications** | Not enough data | Not enough data | 
| **Version Control** | Not enough data | Not enough data | 
| **Task Management** | Not enough data | Not enough data | 
| **Activity Tracking** | Not enough data | Not enough data | 
| **Real Time Editing** | Not enough data | Not enough data | 
| **Communication Management** | Not enough data | Not enough data | 
| **Chat/Messaging** | Not enough data | Not enough data | 
| **Tagging** | Not enough data | Not enough data | 
| **Generative AI** | Not enough data | Not enough data | 
| **Assignment Management** | Not enough data | Not enough data | 
| **Task Scheduling** | Not enough data | Not enough data | 
| **Project Management** | Not enough data | Not enough data | 
| **Collaboration Tools** | Not enough data | Not enough data | 
| **Workflow Management** | Not enough data | Not enough data | 
| **Secure Data Storage** | Not enough data | Not enough data | 
| **File Sharing** | Not enough data | Not enough data | 
| **Document Storage** | Not enough data | Not enough data | 
| **Task Progress Tracking** | Not enough data | Not enough data | 
| **Discussions/Forums** | Not enough data | Not enough data | 
| **Commenting/Notes** | Not enough data | Not enough data | 
| **Reporting & Statistics** | Not enough data | Not enough data | 
| **Contact Management** | Not enough data | Not enough data | 
| **Video Conferencing** | Not enough data | Not enough data | 
| **Progress Tracking** | Not enough data | Not enough data | 
| **Mobile Access** | Not enough data | Not enough data | 
| **API** | Not enough data | Not enough data | 
| **Document Management** | Not enough data | Not enough data | 
| **Customizable Branding** | Not enough data | Not enough data | 

### Customer Success

| Product | Score | Reviews |
|---|---|---|
| **ClientSuccess** | 7.7/10 | 257 |
| **Totango** | 7.9/10 | 822 |

#### Customer Information

| Feature | ClientSuccess | Totango | 
|---|---|---|
| **Customer Health Scores** | 8.5 (238 reviews) ✓ Verified | 8.2 (775 reviews) ✓ Verified | 
| **Customer Monitoring** | 8.6 (241 reviews) ✓ Verified | 8.4 (753 reviews) ✓ Verified | 
| **Customer Profiles** | 8.5 (239 reviews) ✓ Verified | 8.4 (748 reviews) ✓ Verified | 
| **Playbooks** | 7.8 (183 reviews) | 7.7 (639 reviews) ✓ Verified | 
| **Customer Segments** | 8.3 (204 reviews) ✓ Verified | 8.5 (759 reviews) ✓ Verified | 
| **Product Engagement** | 7.9 (187 reviews) ✓ Verified | 8.0 (697 reviews) ✓ Verified | 
| **Surveys** | 7.4 (124 reviews) ✓ Verified | 7.3 (569 reviews) ✓ Verified | 
| **NPS of Customers** | Not enough data | Not enough data | 
| **Customer Engagement** | Not enough data | Not enough data | 

#### Predictions

| Feature | ClientSuccess | Totango | 
|---|---|---|
| **Churn Risk** | 8.1 (194 reviews) ✓ Verified | 7.8 (667 reviews) ✓ Verified | 
| **Upsell Opportunities** | 7.2 (146 reviews) ✓ Verified | 7.1 (634 reviews) ✓ Verified | 
| **Custom Triggers** | 7.3 (139 reviews) ✓ Verified | 7.9 (674 reviews) ✓ Verified | 
| **Machine Learning** | 6.1 (96 reviews) ✓ Verified | 6.6 (495 reviews) ✓ Verified | 

#### Platform

| Feature | ClientSuccess | Totango | 
|---|---|---|
| **Reporting & Dashboards** | 7.6 (224 reviews) ✓ Verified | 8.0 (756 reviews) ✓ Verified | 
| **API & Integrations** | 7.5 (206 reviews) ✓ Verified | 7.7 (692 reviews) ✓ Verified | 
| **Data Import & Export Tools** | 7.7 (195 reviews) ✓ Verified | 7.9 (690 reviews) ✓ Verified | 
| **Workflow Capability** | 7.9 (190 reviews) ✓ Verified | 8.0 (701 reviews) ✓ Verified | 
| **Notifications** | 7.8 (207 reviews) ✓ Verified | 7.9 (726 reviews) ✓ Verified | 
| **Customization** | 7.6 (217 reviews) ✓ Verified | 7.9 (717 reviews) ✓ Verified | 
| **Scalability** | 8.1 (205 reviews) ✓ Verified | 8.3 (710 reviews) ✓ Verified | 
| **Data Security** | 8.6 (174 reviews) ✓ Verified | 8.5 (632 reviews) ✓ Verified | 
| **Performance & Reliability** | 8.3 (226 reviews) ✓ Verified | 8.2 (742 reviews) ✓ Verified | 
| **User, Role, and Access Management** | 8.7 (220 reviews) ✓ Verified | 8.3 (710 reviews) ✓ Verified | 
| **Collaboration Tools** | Not enough data | Not enough data | 
| **Real-Time Data** | Not enough data | Not enough data | 
| **Activity Dashboard** | Not enough data | Not enough data | 
| **Customer Experience Management** | Not enough data | Not enough data | 
| **Churn Management** | Not enough data | Not enough data | 
| **Survey/Poll Management** | Not enough data | Not enough data | 
| **Communication Management** | Not enough data | Not enough data | 
| **Task Management** | Not enough data | Not enough data | 
| **Customer Management** | Not enough data | Not enough data | 
| **Account Management** | Not enough data | Not enough data | 
| **Renewal Management** | Not enough data | Not enough data | 
| **Feedback Management** | Not enough data | Not enough data | 
| **Knowledge Base Management** | Not enough data | Not enough data | 
| **Revenue Management** | Not enough data | Not enough data | 
| **Workflow Management** | Not enough data | Not enough data | 
| **Contact Management** | Not enough data | Not enough data | 
| **Email Management** | Not enough data | Not enough data | 
| **Configurable Workflow** | Not enough data | Not enough data | 

#### Generative AI

| Feature | ClientSuccess | Totango | 
|---|---|---|
| **AI Text Generation** | 6.3 (8 reviews) | Feature Not Available | 
| **AI Text Summarization** | 6.3 (8 reviews) | Feature Not Available | 
| **Generative AI** | Not enough data | Not enough data | 

#### Agentic AI - Customer Success

| Feature | ClientSuccess | Totango | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | 7.5 (53 reviews) | 
| **Multi-step Planning** | Not enough data | 7.8 (52 reviews) | 
| **Cross-system Integration** | Not enough data | 8.0 (51 reviews) | 
| **Natural Language Interaction** | Not enough data | 7.7 (51 reviews) | 
| **Proactive Assistance** | Not enough data | 7.6 (52 reviews) | 
| **Social Media Integration** | Not enough data | Not enough data | 
| **Multi-Language** | Not enough data | Not enough data | 

#### Additional Functionality

| Feature | ClientSuccess | Totango | 
|---|---|---|
| **Onboarding** | Not enough data | Not enough data | 
| **Chat/Messaging** | Not enough data | Not enough data | 
| **Performance Metrics** | Not enough data | Not enough data | 
| **Activity Tracking** | Not enough data | Not enough data | 
| **CRM** | Not enough data | Not enough data | 
| **API** | Not enough data | Not enough data | 
| **Customer Database** | Not enough data | Not enough data | 
| **Customizable Templates** | Not enough data | Not enough data | 
| **Widgets** | Not enough data | Not enough data | 
| **Win/Loss Analysis** | Not enough data | Not enough data | 
| **AI Copilot** | Not enough data | Not enough data | 
| **Event Triggered Actions** | Not enough data | Not enough data | 
| **Surveys & Feedback** | Not enough data | Not enough data | 
| **Engagement Tracking** | Not enough data | Not enough data | 
| **Customer Segmentation** | Not enough data | Not enough data | 
| **Customizable Reports** | Not enough data | Not enough data | 
| **Drag & Drop** | Not enough data | Not enough data | 
| **Customer History** | Not enough data | Not enough data | 
| **Reporting & Statistics** | Not enough data | Not enough data | 
| **Reporting/Analytics** | Not enough data | Not enough data | 
| **Customizable Forms** | Not enough data | Not enough data | 
| **Customizable Branding** | Not enough data | Not enough data | 
| **Usage Tracking/Analytics** | Not enough data | Not enough data | 
| **Multi-Channel Communication** | Not enough data | Not enough data | 
| **Account Alerts** | Not enough data | Not enough data | 

### Subscription Revenue Management

| Product | Score | Reviews |
|---|---|---|
| **ClientSuccess** | 7.6/10 | 37 |
| **Totango** | N/A | N/A |

#### Billing and Payments

| Feature | ClientSuccess | Totango | 
|---|---|---|
| **Payment Terms** | 7.2 (17 reviews) | Not enough data | 
| **Personalized Billing** | 7.1 (18 reviews) | Not enough data | 
| **Custom Pricing** | 7.1 (18 reviews) | Not enough data | 

#### Revenue Recognition

| Feature | ClientSuccess | Totango | 
|---|---|---|
| **Usage Tracking** | 7.5 (24 reviews) | Not enough data | 
| **Deferred Revenue** | 7.4 (18 reviews) | Not enough data | 
| **Revenue Accrual** | 7.5 (21 reviews) | Not enough data | 

#### Revenue Optimization

| Feature | ClientSuccess | Totango | 
|---|---|---|
| **At-Risk Customers** | 8.5 (30 reviews) | Not enough data | 
| **Offer Optimization** | 7.6 (21 reviews) | Not enough data | 
| **Customer Churn** | 8.0 (31 reviews) | Not enough data | 
| **Revenue Forecasting** | 8.2 (27 reviews) | Not enough data | 

### Digital Adoption Platform

| Product | Score | Reviews |
|---|---|---|
| **ClientSuccess** | N/A | N/A |
| **Totango** | 6.8/10 | 63 |

#### User Analysis

| Feature | ClientSuccess | Totango | 
|---|---|---|
| **Survey Implementation** | Not enough data | 7.1 (50 reviews) | 
| **Data Analysis** | Not enough data | 7.0 (55 reviews) | 
| **Real-Time Data** | Not enough data | Not enough data | 
| **Real-Time Notifications** | Not enough data | Not enough data | 

#### User Support

| Feature | ClientSuccess | Totango | 
|---|---|---|
| **User Segmentation** | Not enough data | 7.9 (55 reviews) | 
| **Multi-Language Support** | Not enough data | 6.9 (39 reviews) | 
| **Behavior-responsive Messaging** | Not enough data | Feature Not Available | 

#### Walkthrough Type

| Feature | ClientSuccess | Totango | 
|---|---|---|
| **Audio-visual Walkthroughs** | Not enough data | Feature Not Available | 
| **Text Bubble Walkthroughs** | Not enough data | 6.6 (41 reviews) | 

#### Platform Basics - Digital Adoption Platform

| Feature | ClientSuccess | Totango | 
|---|---|---|
| **Integration** | Not enough data | 7.1 (7 reviews) | 
| **Communications** | Not enough data | 6.4 (7 reviews) | 

#### Analytics - Digital Adoption Platform

| Feature | ClientSuccess | Totango | 
|---|---|---|
| **Analytics** | Not enough data | 6.2 (7 reviews) | 
| **Reporting/Analytics** | Not enough data | Not enough data | 
| **Visual Analytics** | Not enough data | Not enough data | 
| **Real-Time Analytics** | Not enough data | Not enough data | 

#### Functions - Digital Adoption Platform

| Feature | ClientSuccess | Totango | 
|---|---|---|
| **Customer self-service** | Not enough data | 7.1 (7 reviews) | 
| **In-app guidance** | Not enough data | 5.8 (8 reviews) | 
| **Contextual Guidance** | Not enough data | Not enough data | 

#### Agentic AI - Digital Adoption Platform

| Feature | ClientSuccess | Totango | 
|---|---|---|
| **Adaptive Learning** | Not enough data | Not enough data | 
| **Asynchronous Learning** | Not enough data | Not enough data | 
| **Blended Learning** | Not enough data | Not enough data | 
| **Self-paced Learning** | Not enough data | Not enough data | 

#### Additional Functionality

| Feature | ClientSuccess | Totango | 
|---|---|---|
| **Customer Experience Management** | Not enough data | Not enough data | 
| **Generative AI** | Not enough data | Not enough data | 
| **Workflow Management** | Not enough data | Not enough data | 
| **AI Copilot** | Not enough data | Not enough data | 
| **Task Management** | Not enough data | Not enough data | 
| **Progress Tracking** | Not enough data | Not enough data | 
| **Alerts/Notifications** | Not enough data | Not enough data | 
| **In-App Training** | Not enough data | Not enough data | 
| **Behavior Tracking** | Not enough data | Not enough data | 
| **Gamification** | Not enough data | Not enough data | 
| **Knowledge Base Management** | Not enough data | Not enough data | 
| **Audience Targeting** | Not enough data | Not enough data | 
| **Customizable Fields** | Not enough data | Not enough data | 
| **Reporting & Statistics** | Not enough data | Not enough data | 
| **Customizable Reports** | Not enough data | Not enough data | 
| **Performance Metrics** | Not enough data | Not enough data | 
| **Launch Management** | Not enough data | Not enough data | 
| **Content Library** | Not enough data | Not enough data | 
| **API** | Not enough data | Not enough data | 
| **User Onboarding** | Not enough data | Not enough data | 
| **Customizable Branding** | Not enough data | Not enough data | 
| **Event Triggered Actions** | Not enough data | Not enough data | 
| **Engagement Tracking** | Not enough data | Not enough data | 
| **Self Service Portal** | Not enough data | Not enough data | 
| **Data Quality Control** | Not enough data | Not enough data | 
| **Data Import/Export** | Not enough data | Not enough data | 
| **Employee Onboarding** | Not enough data | Not enough data | 
| **Self Service Tools** | Not enough data | Not enough data | 
| **Survey/Poll Management** | Not enough data | Not enough data | 
| **Learning Management** | Not enough data | Not enough data | 
| **Content Management** | Not enough data | Not enough data | 
| **Customizable Templates** | Not enough data | Not enough data | 
| **Interactive Content** | Not enough data | Not enough data | 
| **Activity Tracking** | Not enough data | Not enough data | 
| **Activity Dashboard** | Not enough data | Not enough data | 
| **Monitoring** | Not enough data | Not enough data | 
| **Training Management** | Not enough data | Not enough data | 
| **Communication Management** | Not enough data | Not enough data | 
| **Surveys & Feedback** | Not enough data | Not enough data | 
| **Content Creation** | Not enough data | Not enough data | 

### Customer Data Platform (CDP)

| Product | Score | Reviews |
|---|---|---|
| **ClientSuccess** | N/A | N/A |
| **Totango** | 7.6/10 | 224 |

#### Data Sourcing

| Feature | ClientSuccess | Totango | 
|---|---|---|
| **Data Enrichment** | Not enough data | 8.1 (178 reviews) ✓ Verified | 
| **Expandability** | Not enough data | 8.1 (178 reviews) ✓ Verified | 
| **Content Marketing** | Not enough data | 7.1 (110 reviews) | 
| **Multiple Devices** | Not enough data | 7.6 (113 reviews) | 
| **Email Marketing** | Not enough data | Not enough data | 
| **Multi-Channel Marketing** | Not enough data | Not enough data | 
| **Real-Time Data** | Not enough data | Not enough data | 

#### Intelligence

| Feature | ClientSuccess | Totango | 
|---|---|---|
| **Marketing Metrics** | Not enough data | Feature Not Available | 
| **Predictive Modeling** | Not enough data | 7.2 (157 reviews) ✓ Verified | 
| **Recommendation Engine** | Not enough data | Feature Not Available | 

#### Additional Functionality

| Feature | ClientSuccess | Totango | 
|---|---|---|
| **Engagement Tracking** | Not enough data | Not enough data | 
| **Contact Management** | Not enough data | Not enough data | 
| **Customer Journey Mapping** | Not enough data | Not enough data | 
| **Generative AI** | Not enough data | Not enough data | 
| **API** | Not enough data | Not enough data | 
| **A/B Testing** | Not enough data | Not enough data | 
| **Lead Generation** | Not enough data | Not enough data | 
| **Data Integration** | Not enough data | Not enough data | 
| **Customer Activity Tracking** | Not enough data | Not enough data | 
| **Activity Dashboard** | Not enough data | Not enough data | 
| **Activity Tracking** | Not enough data | Not enough data | 
| **Campaign Segmentation** | Not enough data | Not enough data | 
| **Lead Capture** | Not enough data | Not enough data | 
| **Contact Database** | Not enough data | Not enough data | 
| **Campaign Management** | Not enough data | Not enough data | 
| **Behavior Tracking** | Not enough data | Not enough data | 
| **Real-Time Analytics** | Not enough data | Not enough data | 
| **Email Management** | Not enough data | Not enough data | 
| **Lead Qualification** | Not enough data | Not enough data | 
| **Reporting & Statistics** | Not enough data | Not enough data | 
| **Template Management** | Not enough data | Not enough data | 
| **Alerts/Notifications** | Not enough data | Not enough data | 
| **Predictive Analytics** | Not enough data | Not enough data | 
| **Surveys & Feedback** | Not enough data | Not enough data | 
| **Personalization** | Not enough data | Not enough data | 
| **Campaign Planning** | Not enough data | Not enough data | 
| **Third-Party Integrations** | Not enough data | Not enough data | 
| **Behavioral Analytics** | Not enough data | Not enough data | 
| **Email Tracking** | Not enough data | Not enough data | 
| **Campaign Analytics** | Not enough data | Not enough data | 
| **Customer Segmentation** | Not enough data | Not enough data | 
| **Multi-Channel Communication** | Not enough data | Not enough data | 
| **Lead Management** | Not enough data | Not enough data | 
| **Channel Management** | Not enough data | Not enough data | 
| **AI Copilot** | Not enough data | Not enough data | 
| **Audience Targeting** | Not enough data | Not enough data | 
| **GDPR Compliance** | Not enough data | Not enough data | 
| **Customer Profiles** | Not enough data | Not enough data | 
| **Customer Database** | Not enough data | Not enough data | 
| **Multiple Data Sources** | Not enough data | Not enough data | 
| **Event Triggered Actions** | Not enough data | Not enough data | 
| **Tagging** | Not enough data | Not enough data | 
| **Customizable Templates** | Not enough data | Not enough data | 

### Customer Revenue Optimization

| Product | Score | Reviews |
|---|---|---|
| **ClientSuccess** | 7.9/10 | 45 |
| **Totango** | 7.7/10 | 92 |

#### Sales Team

| Feature | ClientSuccess | Totango | 
|---|---|---|
| **Flexible Sales Process** | 8.0 (15 reviews) | 7.4 (68 reviews) | 
| **Training Mode** | 7.8 (17 reviews) | Feature Not Available | 
| **Playbooks** | 8.3 (20 reviews) | 7.6 (74 reviews) | 

#### Intelligence

| Feature | ClientSuccess | Totango | 
|---|---|---|
| **Opportunity Identification** | 8.1 (18 reviews) | 7.3 (72 reviews) | 
| **Zero-touch Renewals** | 7.4 (17 reviews) | 6.8 (66 reviews) | 
| **Smart Content** | 7.9 (17 reviews) | 6.8 (62 reviews) | 

#### Mapping

| Feature | ClientSuccess | Totango | 
|---|---|---|
| **Multiple Org Charts** | 7.3 (14 reviews) | Feature Not Available | 
| **Stakeholder Roles** | 8.1 (24 reviews) | Feature Not Available | 

#### Agentic AI - Customer Revenue Optimization

| Feature | ClientSuccess | Totango | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | 8.6 (7 reviews) | 
| **Cross-system Integration** | Not enough data | 8.6 (7 reviews) | 
| **Adaptive Learning** | Not enough data | 8.1 (7 reviews) | 
| **Natural Language Interaction** | Not enough data | 7.9 (7 reviews) | 
| **Proactive Assistance** | Not enough data | 8.3 (7 reviews) | 
| **Decision Making** | Not enough data | 7.9 (8 reviews) | 

### Customer Journey Mapping

| Product | Score | Reviews |
|---|---|---|
| **ClientSuccess** | N/A | N/A |
| **Totango** | 7.7/10 | 192 |

#### Platform Basics

| Feature | ClientSuccess | Totango | 
|---|---|---|
| **Templates** | Not enough data | 8.0 (143 reviews) | 
| **Exporting** | Not enough data | 7.7 (146 reviews) | 
| **Multi-user Access and Collaboration** | Not enough data | 8.2 (139 reviews) | 
| **Multiple Personas** | Not enough data | Feature Not Available | 
| **Data Analytics ** | Not enough data | 7.6 (132 reviews) | 
| **Predictive Analytics** | Not enough data | Not enough data | 
| **Behavioral Analytics** | Not enough data | Not enough data | 
| **Campaign Analytics** | Not enough data | Not enough data | 
| **Website Analytics** | Not enough data | Not enough data | 
| **Visual Analytics** | Not enough data | Not enough data | 

#### Agentic AI - Customer Journey Mapping

| Feature | ClientSuccess | Totango | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | 7.1 (18 reviews) | 

#### Additional Functionality

| Feature | ClientSuccess | Totango | 
|---|---|---|
| **Multi-Channel Marketing** | Not enough data | Not enough data | 
| **Map Creation** | Not enough data | Not enough data | 
| **Email Marketing** | Not enough data | Not enough data | 
| **Single Sign On** | Not enough data | Not enough data | 
| **Performance Metrics** | Not enough data | Not enough data | 
| **Customer Database** | Not enough data | Not enough data | 
| **API** | Not enough data | Not enough data | 
| **Activity Dashboard** | Not enough data | Not enough data | 
| **Data Linking** | Not enough data | Not enough data | 
| **Whiteboard** | Not enough data | Not enough data | 
| **Drag & Drop** | Not enough data | Not enough data | 
| **Data Visualization** | Not enough data | Not enough data | 
| **Collaboration Tools** | Not enough data | Not enough data | 
| **Brainstorming** | Not enough data | Not enough data | 
| **Conversion Tracking** | Not enough data | Not enough data | 
| **Workflow Management** | Not enough data | Not enough data | 
| **Activity Tracking** | Not enough data | Not enough data | 
| **Behavior Tracking** | Not enough data | Not enough data | 
| **Personalization** | Not enough data | Not enough data | 
| **Customizable Reports** | Not enough data | Not enough data | 
| **Customer Journey Mapping** | Not enough data | Not enough data | 
| **Customer Profiles** | Not enough data | Not enough data | 
| **AI Copilot** | Not enough data | Not enough data | 
| **Third-Party Integrations** | Not enough data | Not enough data | 
| **Real-Time Notifications** | Not enough data | Not enough data | 
| **Tagging** | Not enough data | Not enough data | 
| **Audience Targeting** | Not enough data | Not enough data | 
| **CRM** | Not enough data | Not enough data | 
| **Surveys & Feedback** | Not enough data | Not enough data | 
| **Data Import/Export** | Not enough data | Not enough data | 
| **Reporting & Statistics** | Not enough data | Not enough data | 
| **Communication Management** | Not enough data | Not enough data | 
| **Attribution Modeling** | Not enough data | Not enough data | 
| **Action Management** | Not enough data | Not enough data | 
| **Map Sharing** | Not enough data | Not enough data | 
| **Engagement Tracking** | Not enough data | Not enough data | 
| **Customizable Branding** | Not enough data | Not enough data | 
| **Generative AI** | Not enough data | Not enough data | 
| **Customer Touchpoints** | Not enough data | Not enough data | 
| **Customer Experience Management** | Not enough data | Not enough data | 
| **Diagramming** | Not enough data | Not enough data | 
| **Campaign Management** | Not enough data | Not enough data | 
| **A/B Testing** | Not enough data | Not enough data | 
| **Storyboarding** | Not enough data | Not enough data | 
| **Customer Segmentation** | Not enough data | Not enough data | 

### Customer Journey Analytics

| Product | Score | Reviews |
|---|---|---|
| **ClientSuccess** | N/A | N/A |
| **Totango** | 8.1/10 | 270 |

#### Platform Basics

| Feature | ClientSuccess | Totango | 
|---|---|---|
| **Dynamic Segmentation** | Not enough data | 8.4 (228 reviews) ✓ Verified | 
| **Journey Optimization** | Not enough data | 8.2 (227 reviews) ✓ Verified | 

#### Platform Data

| Feature | ClientSuccess | Totango | 
|---|---|---|
| **Journey Reporting** | Not enough data | 8.0 (221 reviews) ✓ Verified | 
| **Trends Reporting** | Not enough data | 7.9 (222 reviews) ✓ Verified | 
| **Dashboards** | Not enough data | 8.3 (242 reviews) ✓ Verified | 
| **Advanced Data Filtering** | Not enough data | 8.2 (227 reviews) ✓ Verified | 

#### Platform Additional Functionality

| Feature | ClientSuccess | Totango | 
|---|---|---|
| **Journey Mapping** | Not enough data | 8.2 (219 reviews) ✓ Verified | 
| **Integrations** | Not enough data | 7.9 (227 reviews) ✓ Verified | 
| **Automated Alerts** | Not enough data | 8.1 (199 reviews) | 

#### Agentic AI - Customer Journey Analytics

| Feature | ClientSuccess | Totango | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | 7.3 (15 reviews) | 
| **Cross-system Integration** | Not enough data | 8.4 (15 reviews) | 
| **Adaptive Learning** | Not enough data | 8.0 (15 reviews) | 
| **Proactive Assistance** | Not enough data | 7.8 (15 reviews) | 

### Experience Management

| Product | Score | Reviews |
|---|---|---|
| **ClientSuccess** | N/A | N/A |
| **Totango** | 7.8/10 | 126 |

#### Analytics

| Feature | ClientSuccess | Totango | 
|---|---|---|
| **Net Promoter Score (NPS)** | Not enough data | 8.1 (101 reviews) | 
| **Customer Satisfaction (CSAT) Score** | Not enough data | 8.2 (95 reviews) | 
| **Customer Effort Score (CES)** | Not enough data | Feature Not Available | 
| **Gamification** | Not enough data | Feature Not Available | 

#### Customization

| Feature | ClientSuccess | Totango | 
|---|---|---|
| **Stakeholder Management** | Not enough data | 8.0 (90 reviews) | 
| **Multilanguage Support** | Not enough data | Feature Not Available | 
| **Multiple Branding Support** | Not enough data | 7.6 (76 reviews) | 
| **Vertical-specific Solutions** | Not enough data | Feature Not Available | 
| **Customizable Branding** | Not enough data | Not enough data | 
| **Knowledge Management** | Not enough data | Not enough data | 
| **Workflow Management** | Not enough data | Not enough data | 
| **Email Management** | Not enough data | Not enough data | 
| **Feedback Management** | Not enough data | Not enough data | 
| **Survey/Poll Management** | Not enough data | Not enough data | 
| **Negative Feedback Management** | Not enough data | Not enough data | 

#### Generative AI

| Feature | ClientSuccess | Totango | 
|---|---|---|
| **AI Text Generation** | Not enough data | 6.4 (51 reviews) | 
| **AI Text Summarization** | Not enough data | 6.4 (52 reviews) | 
| **Generative AI** | Not enough data | Not enough data | 

#### Agentic AI - Experience Management

| Feature | ClientSuccess | Totango | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | 8.1 (8 reviews) | 
| **Cross-system Integration** | Not enough data | 8.5 (8 reviews) | 
| **Natural Language Interaction** | Not enough data | 8.5 (8 reviews) | 
| **Proactive Assistance** | Not enough data | 8.5 (8 reviews) | 
| **Third-Party Integrations** | Not enough data | Not enough data | 
| **Social Media Integration** | Not enough data | Not enough data | 
| **Multi-Language** | Not enough data | Not enough data | 

#### Additional Functionality

| Feature | ClientSuccess | Totango | 
|---|---|---|
| **Real-Time Reporting** | Not enough data | Not enough data | 
| **Drag & Drop** | Not enough data | Not enough data | 
| **Surveys & Feedback** | Not enough data | Not enough data | 
| **Dashboard** | Not enough data | Not enough data | 
| **NPS Survey Structure** | Not enough data | Not enough data | 
| **Customizable Forms** | Not enough data | Not enough data | 
| **Visual Analytics** | Not enough data | Not enough data | 
| **Data Visualization** | Not enough data | Not enough data | 
| **Customer Segmentation** | Not enough data | Not enough data | 
| **Tagging** | Not enough data | Not enough data | 
| **Customer Journey Mapping** | Not enough data | Not enough data | 
| **Text Analysis** | Not enough data | Not enough data | 
| **Customizable Reports** | Not enough data | Not enough data | 
| **Real-Time Notifications** | Not enough data | Not enough data | 
| **Alerts/Notifications** | Not enough data | Not enough data | 
| **Access Controls/Permissions** | Not enough data | Not enough data | 
| **CRM** | Not enough data | Not enough data | 
| **Multi-Channel Data Collection** | Not enough data | Not enough data | 
| **Multi-Channel Communication** | Not enough data | Not enough data | 
| **Customizable Fields** | Not enough data | Not enough data | 
| **Real-Time Analytics** | Not enough data | Not enough data | 
| **Predictive Analytics** | Not enough data | Not enough data | 
| **Collaboration Tools** | Not enough data | Not enough data | 
| **Sentiment Analysis** | Not enough data | Not enough data | 
| **Trend Analysis** | Not enough data | Not enough data | 
| **API** | Not enough data | Not enough data | 
| **AI Copilot** | Not enough data | Not enough data | 
| **Engagement Tracking** | Not enough data | Not enough data | 
| **Customizable Templates** | Not enough data | Not enough data | 
| **Reporting/Analytics** | Not enough data | Not enough data | 

### Client Onboarding

| Product | Score | Reviews |
|---|---|---|
| **ClientSuccess** | 8.0/10 | 74 |
| **Totango** | 8.1/10 | 243 |

#### Onboarding Setup

| Feature | ClientSuccess | Totango | 
|---|---|---|
| **Workflows** | 8.2 (53 reviews) | 8.2 (221 reviews) | 
| **Templates** | 8.3 (51 reviews) | 7.9 (212 reviews) | 
| **Checklists** | 8.4 (56 reviews) | 8.0 (202 reviews) | 

#### Project Tracking

| Feature | ClientSuccess | Totango | 
|---|---|---|
| **Monitoring** | 8.0 (51 reviews) | 8.2 (199 reviews) | 
| **Resources** | 8.2 (45 reviews) | Feature Not Available | 
| **Content** | 8.3 (44 reviews) | 8.0 (195 reviews) | 
| **Tasks** | 8.0 (58 reviews) | 8.4 (212 reviews) | 
| **Optimization** | 8.2 (48 reviews) | 8.0 (193 reviews) | 
| **Kanban Board** | Not enough data | Not enough data | 
| **Goal Setting/Tracking** | Not enough data | Not enough data | 
| **Communication Management** | Not enough data | Not enough data | 

#### Customer Engagement

| Feature | ClientSuccess | Totango | 
|---|---|---|
| **Portal** | 7.8 (43 reviews) | 7.9 (188 reviews) | 
| **Engagement** | 8.1 (54 reviews) | 8.0 (204 reviews) | 
| **Branding** | 7.0 (32 reviews) | 7.7 (199 reviews) | 
| **Visibility** | 8.0 (49 reviews) | 8.3 (198 reviews) | 
| **Collaboration** | 7.6 (41 reviews) | Feature Not Available | 
| **Customizable Branding** | Not enough data | Not enough data | 

#### Additional Functionality

| Feature | ClientSuccess | Totango | 
|---|---|---|
| **Commenting/Notes** | Not enough data | Not enough data | 
| **API** | Not enough data | Not enough data | 
| **Third-Party Integrations** | Not enough data | Not enough data | 
| **Task Management** | Not enough data | Not enough data | 
| **Alerts/Notifications** | Not enough data | Not enough data | 
| **Drag & Drop** | Not enough data | Not enough data | 
| **Performance Metrics** | Not enough data | Not enough data | 
| **Reporting & Statistics** | Not enough data | Not enough data | 
| **Time Tracking** | Not enough data | Not enough data | 
| **Data Security** | Not enough data | Not enough data | 
| **Single Sign On** | Not enough data | Not enough data | 
| **Activity Tracking** | Not enough data | Not enough data | 
| **Customizable Fields** | Not enough data | Not enough data | 
| **Content Management** | Not enough data | Not enough data | 
| **Churn Management** | Not enough data | Not enough data | 
| **Ad hoc Analysis** | Not enough data | Not enough data | 
| **Client Management** | Not enough data | Not enough data | 
| **Chat/Messaging** | Not enough data | Not enough data | 
| **Forecasting** | Not enough data | Not enough data | 
| **Mobile Access** | Not enough data | Not enough data | 
| **Form Builder** | Not enough data | Not enough data | 
| **Surveys & Feedback** | Not enough data | Not enough data | 
| **Revenue Management** | Not enough data | Not enough data | 
| **Onboarding** | Not enough data | Not enough data | 
| **Workflow Management** | Not enough data | Not enough data | 
| **AI Copilot** | Not enough data | Not enough data | 
| **Calendar Management** | Not enough data | Not enough data | 
| **Compliance Management** | Not enough data | Not enough data | 
| **Client Database** | Not enough data | Not enough data | 
| **Electronic Forms** | Not enough data | Not enough data | 
| **Gantt/Timeline View** | Not enough data | Not enough data | 
| **Client Tracking** | Not enough data | Not enough data | 
| **To-Do List** | Not enough data | Not enough data | 
| **Document Management** | Not enough data | Not enough data | 
| **Generative AI** | Not enough data | Not enough data | 
| **Self Service Tools** | Not enough data | Not enough data | 
| **Customer Segmentation** | Not enough data | Not enough data | 
| **Role-Based Permissions** | Not enough data | Not enough data | 
| **Data Import/Export** | Not enough data | Not enough data | 
| **Collaboration Tools** | Not enough data | Not enough data | 
| **Electronic Signature** | Not enough data | Not enough data | 
| **Task Progress Tracking** | Not enough data | Not enough data | 
| **Audit Trail** | Not enough data | Not enough data | 
| **Reminders** | Not enough data | Not enough data | 
| **Online Payments** | Not enough data | Not enough data | 
| **Activity Dashboard** | Not enough data | Not enough data | 
| **Document Generation** | Not enough data | Not enough data | 
| **Real-Time Data** | Not enough data | Not enough data | 
| **CRM** | Not enough data | Not enough data | 
| **Email Management** | Not enough data | Not enough data | 
| **Multi-Language** | Not enough data | Not enough data | 

### SAP Store

| Product | Score | Reviews |
|---|---|---|
| **ClientSuccess** | N/A | N/A |
| **Totango** | N/A | N/A |

#### Agentic AI - SAP Store

| Feature | ClientSuccess | Totango | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 
| **Multi-step Planning** | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | 
| **Adaptive Learning** | Not enough data | Not enough data | 
| **Natural Language Interaction** | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | 
| **Decision Making** | Not enough data | Not enough data | 

---
## Categories
**Shared Categories (3):** [Customer Success Software](https://www.g2.com/categories/customer-success), [Client Onboarding Software](https://www.g2.com/categories/client-onboarding), [Customer Revenue Optimization (CRO) Software](https://www.g2.com/categories/customer-revenue-optimization)

**Unique to ClientSuccess (1):** [Subscription Revenue Management Software](https://www.g2.com/categories/subscription-revenue-management)

**Unique to Totango (6):** [Customer Data Platforms (CDP)](https://www.g2.com/categories/customer-data-platform-cdp), [Experience Management Software](https://www.g2.com/categories/experience-management), [Customer Journey Mapping Tools](https://www.g2.com/categories/customer-journey-mapping), [Digital Adoption Platforms](https://www.g2.com/categories/digital-adoption-platform), [Customer Journey Analytics Software](https://www.g2.com/categories/customer-journey-analytics), [SAP Store Software](https://www.g2.com/categories/sap-store)


---
## Reviewer Demographics

### By Company Size

| Segment | ClientSuccess | Totango | 
|---|---|---|
| **Small-Business** | 42.2% | 22.3% | 
| **Mid-Market** | 56.1% | 57.0% | 
| **Enterprise** | 1.7% | 20.7% | 

### By Industry

#### ClientSuccess

- **Computer Software:** 37.4%
- **Information Technology and Services:** 16.5%
- **Marketing and Advertising:** 8.6%
- **Computer & Network Security:** 3.8%
- **Internet:** 3.8%
- **Financial Services:** 3.4%
- **Leisure, Travel & Tourism:** 2.4%
- **E-Learning:** 2.2%
- **Hospital & Health Care:** 1.7%
- **Human Resources:** 1.7%
- **Other:** 18.5%

#### Totango

- **Computer Software:** 36.2%
- **Information Technology and Services:** 19.0%
- **Telecommunications:** 4.3%
- **Internet:** 3.4%
- **Marketing and Advertising:** 3.4%
- **Computer & Network Security:** 3.1%
- **Financial Services:** 2.6%
- **Hospital & Health Care:** 1.6%
- **Education Management:** 1.5%
- **E-Learning:** 1.5%
- **Other:** 23.5%

---
## Alternatives

### Alternatives to ClientSuccess

- [Planhat](https://www.g2.com/products/planhat/reviews) — 4.5/5 stars (954 reviews)
- [ChurnZero](https://www.g2.com/products/churnzero/reviews) — 4.7/5 stars (1608 reviews)
- [Custify](https://www.g2.com/products/custify/reviews) — 4.7/5 stars (523 reviews)
- [Gainsight Customer Success](https://www.g2.com/products/gainsight-customer-success/reviews) — 4.5/5 stars (1754 reviews)
- [Catalyst](https://www.g2.com/products/totango-catalyst/reviews) — 4.5/5 stars (660 reviews)
- [Vitally](https://www.g2.com/products/vitally/reviews) — 4.5/5 stars (705 reviews)
- [HubSpot Service Hub](https://www.g2.com/products/hubspot-service-hub/reviews) — 4.4/5 stars (2919 reviews)
- [GUIDEcx](https://www.g2.com/products/guidecx/reviews) — 4.6/5 stars (462 reviews)
- [CustomerSuccessBox](https://www.g2.com/products/customersuccessbox/reviews) — 4.5/5 stars (134 reviews)
- [Rocketlane](https://www.g2.com/products/rocketlane-corp/reviews) — 4.7/5 stars (860 reviews)

### Alternatives to Totango

- [Custify](https://www.g2.com/products/custify/reviews) — 4.7/5 stars (523 reviews)
- [ChurnZero](https://www.g2.com/products/churnzero/reviews) — 4.7/5 stars (1608 reviews)
- [Planhat](https://www.g2.com/products/planhat/reviews) — 4.5/5 stars (954 reviews)
- [Gainsight Customer Success](https://www.g2.com/products/gainsight-customer-success/reviews) — 4.5/5 stars (1754 reviews)
- [Vitally](https://www.g2.com/products/vitally/reviews) — 4.5/5 stars (705 reviews)
- [HubSpot Service Hub](https://www.g2.com/products/hubspot-service-hub/reviews) — 4.4/5 stars (2919 reviews)
- [Twilio Segment](https://www.g2.com/products/twilio-segment/reviews) — 4.5/5 stars (567 reviews)
- [Pendo](https://www.g2.com/products/pendo-io-pendo/reviews) — 4.4/5 stars (1808 reviews)
- [Insider One](https://www.g2.com/products/insider-one/reviews) — 4.8/5 stars (1415 reviews)
- [Bloomreach](https://www.g2.com/products/bloomreach-bloomreach/reviews) — 4.6/5 stars (775 reviews)

---
## Top Discussions

### ClientSuccess

- Title: [Is there a way to mass upload Zendesk Company IDs so we don't have to manual input them in each client in CS?](https://www.g2.com/discussions/is-there-a-way-to-mass-upload-zendesk-company-ids-so-we-don-t-have-to-manual-input-them-in-each-client-in-cs) — 6 comments, 2 upvotes
  > **Top comment:** "I will answer my own question from the answer I received by the CS support team (Chance). 

Chance said that they can mass upload the organization ID from..."
- Title: [Is there a way view clients that I am a CSM #2 on within my client list?](https://www.g2.com/discussions/is-there-a-way-view-clients-that-i-am-a-csm-2-on-within-my-client-list) — 3 comments, 1 upvote
  > **Top comment:** "Hi Devan! Your question makes perfect sense. And yes, you can filter your client grid view by accounts you are listed as a secondary on. I recommend adding..."
- Title: [Does ClientSuccess support  B2C subscription companies?](https://www.g2.com/discussions/32667-does-clientsuccess-support-b2c-subscription-companies) — 2 comments, 1 upvote
  > **Top comment:** "I believe so - it's great for managing customer lifetime cycles. So it would depend on how the product is used and if there is a workflow between your..."
- Title: [What is a CSM platform?](https://www.g2.com/discussions/what-is-a-csm-platform) — 1 comment
  > **Top comment:** "A CSM Platform is a Customer Success Manager platform that can track customer engagements, identify risk, manage subscriptions, view support related tickets,..."

### Totango

- Title: [What would be the best way to load the pages faster?](https://www.g2.com/discussions/51442-what-would-be-the-best-way-to-load-the-pages-faster) — 2 comments
  > **Top comment:** "Only way I've seen is to restrict your filters on notifications (the first page for me at least)"
- Title: [What are best practices for CSM assignment process - both dynamic and static?](https://www.g2.com/discussions/16231-what-are-best-practices-for-csm-assignment-process-both-dynamic-and-static) — 2 comments, 1 upvote
  > **Top comment:** "Hi Tony, can we please move the conversation to forum.totango.com - we don't really track this discussion board that frequently"
- Title: [1. Embed a PDF fillable form? 2. Prepopulated email response be hyperlink to an automated email](https://www.g2.com/discussions/1-embed-a-pdf-fillable-form-2-prepopulated-email-response-be-hyperlink-to-an-automated-email) — 1 comment, 1 upvote
  > **Top comment:** "Julio, thank you for your questions and  patience. 
Totango support forms, however not in a PDF format. As for triggering responses, we can absolutely..."
- Title: [I would like for Totango to be able to send desktop notifications.](https://www.g2.com/discussions/totango-i-would-like-for-totango-to-be-able-to-send-desktop-notifications) — 1 comment, 1 upvote
  > **Top comment:** "Hi Jon,

That definitely a great idea. The best way to ask for new features is to submit them here. Our product team listens very carefully and many of the..."
- Title: [I would like for Totango to be able to send desktop notifications.](https://www.g2.com/discussions/i-would-like-for-totango-to-be-able-to-send-desktop-notifications) — 1 comment
  > **Top comment:** "Hi Jon, 

The best way to ask for new features is to submit them here. Our product team listens very carefully and many of the features are coming directly..."

---
**Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/clientsuccess-vs-totango)