# CustomerSuccessBox vs Totango Comparison
---
## AI Generated Summary
- **G2 reviewers report** that Totango excels in user-friendliness, with many users appreciating its intuitive dashboards that simplify tracking customer health and engagement. One user highlighted how seamlessly it integrates with Salesforce, making updates convenient and efficient.
- **Users say** that CustomerSuccessBox provides excellent real-time insights into account activity, which is particularly beneficial for monitoring usage and taking timely actions. Reviewers have praised the notification system that alerts them based on account usage, enhancing proactive customer management.
- **According to verified reviews** , Totango has a significantly higher overall satisfaction score compared to CustomerSuccessBox, indicating a stronger performance in meeting user expectations. Users have noted that Totango helps manage customer success activities without the need for juggling multiple tools.
- **Reviewers mention** that CustomerSuccessBox shines in the quality of its support, with users appreciating the quick response times and helpful assistance from the support team. This level of service can be a crucial factor for teams needing reliable help during implementation and ongoing use.
- **G2 reviewers highlight** that while Totango has a larger user base and more reviews, CustomerSuccessBox has a slightly higher star rating, suggesting that it may resonate well with its specific audience despite having fewer total reviews.
- **Users report** that both platforms have their strengths, but Totango's robust features for tracking customer health and engagement are often seen as more comprehensive, while CustomerSuccessBox's focus on real-time insights and notifications offers a unique advantage for proactive account management.



---
## Frequently Asked Questions

### What is the difference between Totango vs CustomerSuccessBox?

CustomerSuccessBox stands out for higher reviewer satisfaction in support, setup, and administration, while Totango is noted for its ease of use and customization.

| [Totango](https://www.g2.com/products/totango/reviews) | [CustomerSuccessBox](https://www.g2.com/products/customersuccessbox/reviews) |
| --- | --- |
| 4.3/5 (1,150 reviews) | 4.5/5 (134 reviews) |
| Mid-Market | Mid-Market |
| 7.4 | 8.1 |
| 8.4 | 9.3 |
| Ease of Use (202 all-time mentions) | — |



### How do the pricing models of Totango and CustomerSuccessBox compare?

CustomerSuccessBox is rated higher for value, with a stronger Price/Cost satisfaction score than Totango.

- **Totango:** In recent reviews, several reviewers mention that Totango's pricing model includes add-ons and extra costs that can increase with utilization.
- **CustomerSuccessBox:** Reviewers do not cite negative value sentiment, and the higher Price/Cost satisfaction score indicates stronger perceived value.



### What are the best alternatives to Totango and CustomerSuccessBox?

The top three alternatives to Totango and CustomerSuccessBox are ChurnZero, Custify, and Planhat.

| Product | G2 Rating (reviews) | Largest Segment | Pricing Insight | Top Reviewer-Cited Strength |
| --- | --- | --- | --- | --- |
| [Totango](https://www.g2.com/products/totango/reviews) | 4.3/5 (1,150 reviews) | Mid-Market | Reviewers mention add-on costs | Ease of Use (202 all-time mentions) |
| [CustomerSuccessBox](https://www.g2.com/products/customersuccessbox/reviews) | 4.5/5 (134 reviews) | Mid-Market | — | — |
| [ChurnZero](https://www.g2.com/products/churnzero/reviews) | 4.7/5 (1,610 reviews) | Mid-Market | — | — |
| [Custify](https://www.g2.com/products/custify/reviews) | 4.7/5 (527 reviews) | Small-Business | — | — |
| [Planhat](https://www.g2.com/products/planhat/reviews) | 4.5/5 (955 reviews) | Mid-Market | — | — |



### Which Customer Success features should I prioritize when comparing Totango and CustomerSuccessBox?

Buyers should prioritize Ease of Use, Quality of Support, Ease of Setup, Customization, and Task Management when comparing Totango and CustomerSuccessBox.

- **Ease of Use:** Totango 8.2 (202 all-time mentions); CustomerSuccessBox 8.6
- **Quality of Support:** Totango 8.4 (98 all-time mentions); CustomerSuccessBox 9.3
- **Ease of Setup:** Totango 7.4; CustomerSuccessBox 8.1
- **Customization:** Totango (97 all-time mentions); CustomerSuccessBox —
- **Task Management:** Tasks are the most frequently mentioned feature across both products' reviews



### What are the pros and cons of Totango vs CustomerSuccessBox?

Totango's headline strength is ease of use, while CustomerSuccessBox leads in support and setup satisfaction.

- **Totango strengths:** Ease of Use (202 all-time mentions), Customization (97), Automation (79), Integrations (75), Health Monitoring (71), Task Management (frequent feature mention)
- **Totango trade-offs:** Learning Curve (83), Integration Issues (65), Setup complexity and some reporting limitations cited in recent reviews
- **CustomerSuccessBox strengths:** Higher Quality of Support (9.3), Ease of Setup (8.1), and Ease of Admin (8.8) scores; reviewers highlight strong support and comprehensive account management
- **CustomerSuccessBox trade-offs:** Some reviewers mention UI improvements and limited automation compared to competitors



### Is Totango or CustomerSuccessBox better for small businesses?

Custify is the top alternative for small businesses, but between Totango and CustomerSuccessBox, both primarily serve the mid-market segment.

- **Totango:** Largest reviewer segment is Mid-Market; reviewers highlight ease of use and customization, but note a learning curve and setup complexity.
- **CustomerSuccessBox:** Largest reviewer segment is Mid-Market; reviewers cite strong support and ease of setup, with some noting UI improvements could help onboarding.



### Which Customer Success platform has better integrations?

Totango is more frequently cited for integrations, with 75 all-time mentions, while CustomerSuccessBox receives positive but less frequent integration feedback.

- **Totango:** Integrations are mentioned in 75 reviews, with Salesforce and Outlook integrations highlighted in recent feedback.
- **CustomerSuccessBox:** Reviewers mention integrations with CRM, calendar, and ticketing systems, but without a publishable all-time count.



### How do Totango and CustomerSuccessBox compare on customer support?

CustomerSuccessBox leads Totango by 0.9 points in Quality of Support, a material difference favoring CustomerSuccessBox.

- **Totango:** Support is cited positively in 98 all-time mentions, with recent reviews noting both helpful and slow responses depending on the issue.
- **CustomerSuccessBox:** Reviewers consistently praise support responsiveness and helpfulness, reflected in a 9.3 Quality of Support score.



### Which is easier to implement, Totango or CustomerSuccessBox?

CustomerSuccessBox is easier to implement, with a 0.7-point higher Ease of Setup score than Totango.

- **Totango:** Reviewers note setup complexity and a learning curve, with scores ranging from 3.0 to 7.0 in recent reviews.
- **CustomerSuccessBox:** Reviewers highlight straightforward setup and onboarding, with several citing ease of integration and a 7.4 to 8.1 Ease of Setup score.



### Which product has better Tasks?

Tasks are a core feature for both Totango and CustomerSuccessBox, with frequent positive mentions in recent reviews.

- **Totango:** Task management is frequently cited as a strength, with reviewers highlighting reminders, tracking, and integration with customer workflows.
- **CustomerSuccessBox:** Reviewers consistently mention task management as a key benefit, including auto task generation, reminders, and integration with account health tracking.



| | CustomerSuccessBox | Totango | 
|---|---|---|
| **Star Rating** | 4.5 out of 5 | 4.3 out of 5 | 
| **Total Reviews** | 134 | 1,150 | 
| **Largest Market Segment** | Mid-Market (73.1% of reviews) | Mid-Market (57.0% of reviews) | 
| **Entry Level Price** | No pricing available | Contact Us Per Year | 

---
## Top Pros & Cons

### CustomerSuccessBox

**Not enough data**

### Totango

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

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

---
## Ratings Comparison
| Rating | CustomerSuccessBox | Totango | 
|---|---|---|
  | **Meets Requirements** | 8.5 (102 reviews) | 8.3 (970 reviews) | 
  | **Ease of Use** | 8.6 (103 reviews) | 8.2 (984 reviews) | 
  | **Ease of Setup** | 8.1 (37 reviews) | 7.4 (494 reviews) | 
  | **Ease of Admin** | 8.8 (37 reviews) | 7.8 (362 reviews) | 
  | **Quality of Support** | 9.3 (100 reviews) | 8.4 (816 reviews) | 
  | **Has the product been a good partner in doing business?** | 9.1 (37 reviews) | 8.6 (361 reviews) | 
  | **Product Direction (% positive)** | 9.3 (89 reviews) | 8.7 (946 reviews) | 

---
## Pricing

### CustomerSuccessBox

#### Entry-Level Pricing

No pricing available

#### Free Trial

Yes

### 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 |
|---|---|---|
| **CustomerSuccessBox** | N/A | N/A |
| **Totango** | N/A | N/A |

#### Additional Functionality

| Feature | CustomerSuccessBox | 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 |
|---|---|---|
| **CustomerSuccessBox** | 8.5/10 | 79 |
| **Totango** | 7.9/10 | 822 |

#### Customer Information

| Feature | CustomerSuccessBox | Totango | 
|---|---|---|
| **Customer Health Scores** | 8.8 (76 reviews) ✓ Verified | 8.2 (775 reviews) ✓ Verified | 
| **Customer Monitoring** | 8.9 (74 reviews) ✓ Verified | 8.4 (753 reviews) ✓ Verified | 
| **Customer Profiles** | 8.7 (74 reviews) ✓ Verified | 8.4 (748 reviews) ✓ Verified | 
| **Playbooks** | 8.7 (75 reviews) ✓ Verified | 7.7 (639 reviews) ✓ Verified | 
| **Customer Segments** | 8.6 (74 reviews) ✓ Verified | 8.5 (759 reviews) ✓ Verified | 
| **Product Engagement** | 8.6 (72 reviews) ✓ Verified | 8.0 (697 reviews) ✓ Verified | 
| **Surveys** | 8.3 (48 reviews) | 7.3 (569 reviews) ✓ Verified | 
| **NPS of Customers** | Not enough data | Not enough data | 
| **Customer Engagement** | Not enough data | Not enough data | 

#### Predictions

| Feature | CustomerSuccessBox | Totango | 
|---|---|---|
| **Churn Risk** | 8.5 (72 reviews) ✓ Verified | 7.8 (667 reviews) ✓ Verified | 
| **Upsell Opportunities** | 8.4 (65 reviews) ✓ Verified | 7.1 (634 reviews) ✓ Verified | 
| **Custom Triggers** | 8.7 (65 reviews) ✓ Verified | 7.9 (674 reviews) ✓ Verified | 
| **Machine Learning** | 8.3 (50 reviews) ✓ Verified | 6.6 (495 reviews) ✓ Verified | 

#### Platform

| Feature | CustomerSuccessBox | Totango | 
|---|---|---|
| **Reporting & Dashboards** | 8.2 (69 reviews) ✓ Verified | 8.0 (756 reviews) ✓ Verified | 
| **Third-Party Integrations** | 8.6 (64 reviews) ✓ Verified | 7.7 (692 reviews) ✓ Verified | 
| **Data Import & Export Tools** | 8.3 (55 reviews) ✓ Verified | 7.9 (690 reviews) ✓ Verified | 
| **Workflow Capability** | 8.7 (64 reviews) ✓ Verified | 8.0 (701 reviews) ✓ Verified | 
| **Notifications** | 8.5 (69 reviews) ✓ Verified | 7.9 (726 reviews) ✓ Verified | 
| **Customization** | 8.3 (64 reviews) ✓ Verified | 7.9 (717 reviews) ✓ Verified | 
| **Scalability** | 8.6 (58 reviews) ✓ Verified | 8.3 (710 reviews) ✓ Verified | 
| **Data Security** | 8.7 (57 reviews) ✓ Verified | 8.5 (632 reviews) ✓ Verified | 
| **Performance & Reliability** | 8.5 (68 reviews) ✓ Verified | 8.2 (742 reviews) ✓ Verified | 
| **User, Role, and Access Management** | 8.4 (61 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 | CustomerSuccessBox | Totango | 
|---|---|---|
| **AI Text Generation** | Not enough data | Feature Not Available | 
| **AI Text Summarization** | Not enough data | Feature Not Available | 
| **Generative AI** | Not enough data | Not enough data | 

#### Agentic AI - Customer Success

| Feature | CustomerSuccessBox | 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 | CustomerSuccessBox | 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 | 

### Digital Adoption Platform

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

#### User Analysis

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

#### Analytics - Digital Adoption Platform

| Feature | CustomerSuccessBox | 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 | CustomerSuccessBox | 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 | CustomerSuccessBox | 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 | CustomerSuccessBox | 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 |
|---|---|---|
| **CustomerSuccessBox** | N/A | N/A |
| **Totango** | 7.6/10 | 224 |

#### Data Sourcing

| Feature | CustomerSuccessBox | 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 | CustomerSuccessBox | 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 | CustomerSuccessBox | 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 |
|---|---|---|
| **CustomerSuccessBox** | 8.4/10 | 15 |
| **Totango** | 7.7/10 | 92 |

#### Sales Team

| Feature | CustomerSuccessBox | Totango | 
|---|---|---|
| **Flexible Sales Process** | 7.7 (10 reviews) | 7.4 (68 reviews) | 
| **Training Mode** | 8.1 (12 reviews) | Feature Not Available | 
| **Playbooks** | 8.8 (15 reviews) | 7.6 (74 reviews) | 

#### Intelligence

| Feature | CustomerSuccessBox | Totango | 
|---|---|---|
| **Opportunity Identification** | 8.3 (15 reviews) | 7.3 (72 reviews) | 
| **Zero-touch Renewals** | 7.9 (13 reviews) | 6.8 (66 reviews) | 
| **Smart Content** | 8.1 (12 reviews) | 6.8 (62 reviews) | 

#### Mapping

| Feature | CustomerSuccessBox | Totango | 
|---|---|---|
| **Multiple Org Charts** | 9.1 (13 reviews) | Feature Not Available | 
| **Stakeholder Roles** | 9.0 (13 reviews) | Feature Not Available | 

#### Agentic AI - Customer Revenue Optimization

| Feature | CustomerSuccessBox | 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 |
|---|---|---|
| **CustomerSuccessBox** | N/A | N/A |
| **Totango** | 7.7/10 | 192 |

#### Platform Basics

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

#### Additional Functionality

| Feature | CustomerSuccessBox | 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 |
|---|---|---|
| **CustomerSuccessBox** | N/A | N/A |
| **Totango** | 8.1/10 | 270 |

#### Platform Basics

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

#### Platform Data

| Feature | CustomerSuccessBox | 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 | CustomerSuccessBox | 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 | CustomerSuccessBox | 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 |
|---|---|---|
| **CustomerSuccessBox** | N/A | N/A |
| **Totango** | 7.8/10 | 126 |

#### Analytics

| Feature | CustomerSuccessBox | 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 | CustomerSuccessBox | 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 | CustomerSuccessBox | 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 | CustomerSuccessBox | 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 | CustomerSuccessBox | 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 |
|---|---|---|
| **CustomerSuccessBox** | 8.7/10 | 15 |
| **Totango** | 8.1/10 | 243 |

#### Onboarding Setup

| Feature | CustomerSuccessBox | Totango | 
|---|---|---|
| **Workflows** | 8.7 (15 reviews) | 8.2 (221 reviews) | 
| **Templates** | 8.7 (14 reviews) | 7.9 (212 reviews) | 
| **Checklists** | 8.8 (13 reviews) | 8.0 (202 reviews) | 

#### Project Tracking

| Feature | CustomerSuccessBox | Totango | 
|---|---|---|
| **Monitoring** | 8.8 (14 reviews) | 8.2 (199 reviews) | 
| **Resources** | 8.3 (13 reviews) | Feature Not Available | 
| **Content** | 8.7 (13 reviews) | 8.0 (195 reviews) | 
| **Tasks** | 9.0 (13 reviews) | 8.4 (212 reviews) | 
| **Optimization** | 8.5 (14 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 | CustomerSuccessBox | Totango | 
|---|---|---|
| **Portal** | 8.5 (12 reviews) | 7.9 (188 reviews) | 
| **Customer Engagement** | 8.7 (13 reviews) | 8.0 (204 reviews) | 
| **Branding** | 8.9 (12 reviews) | 7.7 (199 reviews) | 
| **Visibility** | 9.2 (13 reviews) | 8.3 (198 reviews) | 
| **Collaboration** | 8.7 (13 reviews) | Feature Not Available | 
| **Customizable Branding** | Not enough data | Not enough data | 

#### Additional Functionality

| Feature | CustomerSuccessBox | 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 |
|---|---|---|
| **CustomerSuccessBox** | N/A | N/A |
| **Totango** | N/A | N/A |

#### Agentic AI - SAP Store

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


**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 | CustomerSuccessBox | Totango | 
|---|---|---|
| **Small-Business** | 21.6% | 22.3% | 
| **Mid-Market** | 73.1% | 57.0% | 
| **Enterprise** | 5.2% | 20.7% | 

### By Industry

#### CustomerSuccessBox

- **Computer Software:** 39.6%
- **Information Technology and Services:** 24.6%
- **Logistics and Supply Chain:** 9.7%
- **Education Management:** 6.7%
- **Consumer Services:** 4.5%
- **Telecommunications:** 3.0%
- **Events Services:** 3.0%
- **Transportation/Trucking/Railroad:** 1.5%
- **Marketing and Advertising:** 1.5%
- **Construction:** 1.5%
- **Other:** 4.5%

#### 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 CustomerSuccessBox

- [ChurnZero](https://www.g2.com/products/churnzero/reviews) — 4.7/5 stars (1619 reviews)
- [Gainsight Customer Success](https://www.g2.com/products/gainsight-customer-success/reviews) — 4.5/5 stars (1761 reviews)
- [ClientSuccess](https://www.g2.com/products/clientsuccess/reviews) — 4.4/5 stars (424 reviews)
- [Planhat](https://www.g2.com/products/planhat/reviews) — 4.5/5 stars (960 reviews)
- [Custify](https://www.g2.com/products/custify/reviews) — 4.7/5 stars (532 reviews)
- [Vitally](https://www.g2.com/products/vitally/reviews) — 4.5/5 stars (709 reviews)
- [Catalyst](https://www.g2.com/products/totango-catalyst/reviews) — 4.5/5 stars (660 reviews)
- [HubSpot Service Hub](https://www.g2.com/products/hubspot-service-hub/reviews) — 4.4/5 stars (3017 reviews)
- [Rocketlane](https://www.g2.com/products/rocketlane-corp/reviews) — 4.7/5 stars (871 reviews)
- [GUIDEcx](https://www.g2.com/products/guidecx/reviews) — 4.6/5 stars (462 reviews)

### Alternatives to Totango

- [Custify](https://www.g2.com/products/custify/reviews) — 4.7/5 stars (532 reviews)
- [ChurnZero](https://www.g2.com/products/churnzero/reviews) — 4.7/5 stars (1619 reviews)
- [Planhat](https://www.g2.com/products/planhat/reviews) — 4.5/5 stars (960 reviews)
- [Gainsight Customer Success](https://www.g2.com/products/gainsight-customer-success/reviews) — 4.5/5 stars (1761 reviews)
- [Vitally](https://www.g2.com/products/vitally/reviews) — 4.5/5 stars (709 reviews)
- [ClientSuccess](https://www.g2.com/products/clientsuccess/reviews) — 4.4/5 stars (424 reviews)
- [HubSpot Service Hub](https://www.g2.com/products/hubspot-service-hub/reviews) — 4.4/5 stars (3017 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 (1818 reviews)
- [Insider One](https://www.g2.com/products/insider-one/reviews) — 4.7/5 stars (1428 reviews)

---
## Top Discussions

### CustomerSuccessBox

- Title: [what is best use of this CSB in CRM industry](https://www.g2.com/discussions/what-is-best-use-of-this-csb-in-crm-industry) — 2 comments, 1 upvote
  > **Top comment:** "CustomerSuccessBox comes post sales to help you retain your customers. Through the platform you can get insights on how  your CRM users are  using the..."
- Title: [Should customer success solution have mature AI recommendation with in-app walk through system](https://www.g2.com/discussions/49824-should-customer-success-solution-have-mature-ai-recommendation-with-in-app-walk-through-system) — 1 comment
  > **Top comment:** "Yes... Reality is that with 100 of data points it's near impossible for the human mind to comprehend, analyse, and configure rules and alerts with accurate..."

### 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/customersuccessbox-vs-totango)