# 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** | 423 | 1,150 | 
| **Largest Market Segment** | Mid-Market (56.0% 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** | 8.3 (317 reviews) | 8.3 (970 reviews) | 
  | **Ease of Use** | 8.9 (320 reviews) | 8.2 (984 reviews) | 
  | **Ease of Setup** | 8.4 (151 reviews) | 7.4 (494 reviews) | 
  | **Ease of Admin** | 8.9 (157 reviews) | 7.8 (362 reviews) | 
  | **Quality of Support** | 8.8 (287 reviews) | 8.4 (816 reviews) | 
  | **Has the product been a good partner in doing business?** | 9.4 (155 reviews) | 8.6 (361 reviews) | 
  | **Product Direction (% positive)** | 8.5 (295 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

### Customer Success

| Product | Score | Reviews |
|---|---|---|
| **ClientSuccess** | 7.7/10 | 256 |
| **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 (238 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 | 

#### 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 (205 reviews) ✓ Verified | 7.7 (692 reviews) ✓ Verified | 
| **Data Import & Export Tools** | 7.7 (195 reviews) ✓ Verified | 7.9 (690 reviews) ✓ Verified | 
| **Workflow Capability** | 8.0 (189 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 | 

#### 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 | 

#### 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) | 

### 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) | 

#### 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) | 

#### 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) | 

#### Agentic AI - Digital Adoption Platform

| Feature | ClientSuccess | Totango | 
|---|---|---|
| **Adaptive Learning** | 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) | 

#### 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 | 

### 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) | 

#### Agentic AI - Customer Journey Mapping

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

### 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 | 

#### 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) | 

#### 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) | 

### 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) | 

#### 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 | 

### 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** | 42.3% | 22.3% | 
| **Mid-Market** | 56.0% | 57.0% | 
| **Enterprise** | 1.7% | 20.7% | 

### By Industry

#### ClientSuccess

- **Computer Software:** 37.5%
- **Information Technology and Services:** 16.6%
- **Marketing and Advertising:** 8.7%
- **Internet:** 3.8%
- **Computer & Network Security:** 3.8%
- **Financial Services:** 3.4%
- **Leisure, Travel & Tourism:** 2.4%
- **E-Learning:** 2.2%
- **Human Resources:** 1.7%
- **Hospital & Health Care:** 1.7%
- **Other:** 18.3%

#### 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 (926 reviews)
- [ChurnZero](https://www.g2.com/products/churnzero/reviews) — 4.7/5 stars (1591 reviews)
- [Custify](https://www.g2.com/products/custify/reviews) — 4.7/5 stars (500 reviews)
- [Gainsight Customer Success](https://www.g2.com/products/gainsight-customer-success/reviews) — 4.5/5 stars (1735 reviews)
- [Catalyst](https://www.g2.com/products/totango-catalyst/reviews) — 4.5/5 stars (659 reviews)
- [Vitally](https://www.g2.com/products/vitally/reviews) — 4.5/5 stars (696 reviews)
- [HubSpot Service Hub](https://www.g2.com/products/hubspot-service-hub/reviews) — 4.4/5 stars (2914 reviews)
- [GUIDEcx](https://www.g2.com/products/guidecx/reviews) — 4.6/5 stars (461 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 (854 reviews)

### Alternatives to Totango

- [Custify](https://www.g2.com/products/custify/reviews) — 4.7/5 stars (500 reviews)
- [ChurnZero](https://www.g2.com/products/churnzero/reviews) — 4.7/5 stars (1591 reviews)
- [Planhat](https://www.g2.com/products/planhat/reviews) — 4.5/5 stars (926 reviews)
- [Gainsight Customer Success](https://www.g2.com/products/gainsight-customer-success/reviews) — 4.5/5 stars (1735 reviews)
- [Vitally](https://www.g2.com/products/vitally/reviews) — 4.5/5 stars (696 reviews)
- [HubSpot Service Hub](https://www.g2.com/products/hubspot-service-hub/reviews) — 4.4/5 stars (2914 reviews)
- [Twilio Segment](https://www.g2.com/products/twilio-segment/reviews) — 4.5/5 stars (565 reviews)
- [Pendo](https://www.g2.com/products/pendo-io-pendo/reviews) — 4.4/5 stars (1790 reviews)
- [Insider One](https://www.g2.com/products/insider-one/reviews) — 4.8/5 stars (1358 reviews)
- [Bloomreach](https://www.g2.com/products/bloomreach-bloomreach/reviews) — 4.6/5 stars (764 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) — 5 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)