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Compare Planhat and Totango 
Featured Products
At a Glance
Market Segments
Mid-Market (60.9% of reviews)
Mid-Market (57.2% of reviews)
Entry-Level Pricing
Custom
Contact Us Per Year
Planhat
Star Rating
(883)4.5 out of 5
Market Segments
Mid-Market (60.9% of reviews)
Pros & Cons
Entry-Level Pricing
Custom
Learn more about PlanhatTotango
Star Rating
(1,146)4.3 out of 5
Market Segments
Mid-Market (57.2% of reviews)
Pros & Cons
Entry-Level Pricing
Contact Us Per Year
Browse all 2 pricing plansSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- G2 reviewers report that Planhat excels in providing a clean and intuitive interface, making it easy to track customer health and manage accounts. Users appreciate the customizable dashboards that centralize customer data, allowing for quick insights into renewal risks and necessary actions.
- Users say that Totango shines in its seamless integration with Salesforce, which automatically reflects updates made in Salesforce. This feature is particularly praised for enhancing convenience and streamlining customer management tasks.
- According to verified reviews, Planhat's support team receives high marks for their responsiveness and effectiveness, with users highlighting the exceptional assistance from team members like Sabrina and Harrison, which enhances the overall user experience.
- Reviewers mention that Totango is user-friendly, with intuitive dashboards that simplify tracking customer health and engagement. This ease of use is a significant advantage for teams looking to manage customer success activities without juggling multiple tools.
- G2 reviewers highlight that while both products cater well to mid-market companies, Planhat has a slight edge in overall user satisfaction, reflected in its higher G2 Score and more recent positive feedback, indicating a strong market presence and ongoing improvements.
- Users report that Totango provides good visibility into accounts and tasks, but some find it occasionally struggles to meet specific workflow needs, suggesting that while it is effective for general use, there may be configuration challenges for more complex requirements.
Pricing
Entry-Level Pricing
Planhat
From Start-up to Enterprise
Custom
Planhat is priced to fit your company size. You can view details here: https://www.planhat.com/pricing/
Totango
Enterprise
Contact Us
Per Year
Efficiently scale customer success with solutions backed by enterprise-grade privacy, security, and customization.
- 10 users (Practitioner seats)
- 2,000 customer accounts
- 5 teams
Free Trial
Planhat
No trial information availableTotango
No trial information availableRatings
Meets Requirements
8.6
735
8.3
966
Ease of Use
8.3
742
8.2
980
Ease of Setup
7.5
499
7.4
492
Ease of Admin
8.2
445
7.8
360
Quality of Support
9.2
714
8.4
814
Has the product been a good partner in doing business?
9.3
441
8.6
360
Product Direction (% positive)
9.2
685
8.7
943
Features by Category
Sales Force Automation
8.4
27
Not enough data
7.5
25
Not enough data
7.4
24
Not enough data
8.3
27
Not enough data
6.7
24
Not enough data
8.6
25
Not enough data
7.0
23
Not enough data
6.2
24
Not enough data
6.4
24
Not enough data
Marketing Automation
7.2
26
Not enough data
6.7
26
Not enough data
5.9
25
Not enough data
5.3
25
Not enough data
Customer Support
7.2
27
Not enough data
7.0
27
Not enough data
7.3
27
Not enough data
5.8
24
Not enough data
6.3
24
Not enough data
Reporting & Analytics
7.6
28
Not enough data
7.4
29
Not enough data
7.0
26
Not enough data
Mobile & Social
6.2
24
Not enough data
5.6
23
Not enough data
5.0
23
Not enough data
Platform
8.7
52
Not enough data
8.2
51
Not enough data
8.6
51
Not enough data
7.4
48
Not enough data
5.6
44
Not enough data
6.7
46
Not enough data
8.2
49
Not enough data
7.1
46
Not enough data
Integration
7.7
40
Not enough data
7.8
40
Not enough data
7.4
38
Not enough data
Generative AI
7.0
18
Not enough data
Agentic AI - CRM
6.1
17
Not enough data
6.4
17
Not enough data
6.5
17
Not enough data
5.9
17
Not enough data
6.5
16
Not enough data
6.1
16
Not enough data
6.0
16
Not enough data
Customer Information
8.7
556
|
Verified
8.2
772
|
Verified
8.8
550
|
Verified
8.5
752
|
Verified
8.8
561
|
Verified
8.4
746
|
Verified
8.2
546
|
Verified
7.7
639
|
Verified
8.5
513
|
Verified
8.5
759
|
Verified
8.0
490
|
Verified
8.0
697
|
Verified
7.2
421
|
Verified
7.3
569
|
Verified
Predictions
7.9
494
|
Verified
7.8
664
|
Verified
7.4
432
|
Verified
7.1
632
|
Verified
8.3
494
|
Verified
7.9
674
|
Verified
6.7
349
|
Verified
6.5
495
|
Verified
Platform
8.3
545
|
Verified
8.0
753
|
Verified
8.1
517
|
Verified
7.7
690
|
Verified
8.2
490
|
Verified
7.9
690
|
Verified
8.5
497
|
Verified
8.0
700
|
Verified
8.2
521
|
Verified
7.9
725
|
Verified
8.6
518
|
Verified
7.9
716
|
Verified
8.8
509
|
Verified
8.3
710
|
Verified
8.9
476
|
Verified
8.5
632
|
Verified
8.5
519
|
Verified
8.2
741
|
Verified
8.8
520
|
Verified
8.3
709
|
Verified
Generative AI
6.2
171
Feature Not Available
6.2
174
Feature Not Available
Agentic AI - Customer Success
6.3
99
7.5
53
6.7
99
7.8
52
6.8
102
8.0
51
6.5
98
7.7
51
6.2
99
7.6
52
Billing and Payments
7.9
80
Not enough data
7.6
68
Not enough data
7.5
74
Not enough data
Revenue Recognition
8.2
97
Not enough data
7.0
69
Not enough data
7.5
74
Not enough data
Revenue Optimization
8.1
103
Not enough data
7.4
78
Not enough data
8.2
106
Not enough data
7.8
92
Not enough data
User Analysis
Not enough data
7.1
50
Not enough data
7.0
55
User Support
Not enough data
7.9
55
Not enough data
6.9
39
Not enough data
Feature Not Available
Walkthrough Type
Not enough data
Feature Not Available
Not enough data
6.6
41
Platform Basics - Digital Adoption Platform
Not enough data
7.1
7
Not enough data
6.4
7
Analytics - Digital Adoption Platform
Not enough data
6.2
7
Functions - Digital Adoption Platform
Not enough data
7.1
7
Not enough data
5.8
8
Agentic AI - Digital Adoption Platform
Not enough data
Not enough data
Product Analytics
8.6
81
Not enough data
8.2
81
Not enough data
8.9
77
Not enough data
7.7
66
Not enough data
8.4
79
Not enough data
8.3
67
Not enough data
8.3
75
Not enough data
8.5
81
Not enough data
Agentic AI - Product Analytics
6.5
19
Not enough data
7.0
18
Not enough data
6.2
17
Not enough data
6.6
18
Not enough data
Data Sourcing
8.2
181
8.1
178
|
Verified
8.4
175
8.1
178
|
Verified
6.4
139
7.1
110
7.3
141
7.6
113
Intelligence
6.3
121
Feature Not Available
6.5
129
7.2
157
|
Verified
6.5
124
Feature Not Available
Sales Team
7.7
89
7.4
68
7.3
88
Feature Not Available
8.0
108
7.6
74
Intelligence
7.6
99
7.3
72
7.4
89
6.8
66
7.2
86
6.8
62
Mapping
6.9
84
Feature Not Available
8.2
99
Feature Not Available
Agentic AI - Customer Revenue Optimization
7.0
28
8.6
7
7.3
28
8.6
7
7.0
28
8.1
7
7.3
28
7.9
7
6.7
27
8.3
7
7.2
29
7.9
8
Platform Basics
8.0
166
8.0
143
7.9
151
7.7
146
8.2
146
8.2
139
7.7
132
Feature Not Available
7.8
137
7.6
132
Agentic AI - Customer Journey Mapping
6.4
36
7.1
18
Content
7.2
122
Not enough data
6.8
102
Not enough data
5.7
97
Not enough data
6.2
93
Not enough data
7.1
108
Not enough data
Collaboration
6.5
103
Not enough data
6.3
100
Not enough data
8.0
124
Not enough data
8.0
139
Not enough data
7.3
104
Not enough data
4.7
85
Not enough data
Platform Basics
Not enough data
8.4
228
|
Verified
Not enough data
8.2
227
|
Verified
Platform Data
Not enough data
8.0
221
|
Verified
Not enough data
7.9
222
|
Verified
Not enough data
8.3
242
|
Verified
Not enough data
8.2
227
|
Verified
Platform Additional Functionality
Not enough data
8.2
219
|
Verified
Not enough data
7.9
227
|
Verified
Not enough data
8.1
199
Agentic AI - Customer Journey Analytics
Not enough data
7.3
15
Not enough data
8.4
15
Not enough data
8.0
15
Not enough data
7.8
15
Analytics
Not enough data
8.1
101
Not enough data
8.2
95
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Customization
Not enough data
8.0
90
Not enough data
Feature Not Available
Not enough data
7.6
76
Not enough data
Feature Not Available
Generative AI
Not enough data
6.4
51
Not enough data
6.4
52
Agentic AI - Experience Management
Not enough data
8.1
8
Not enough data
8.5
8
Not enough data
8.5
8
Not enough data
8.5
8
Onboarding Setup
8.6
252
8.2
221
8.1
256
7.9
212
8.6
258
8.0
202
Project Tracking
8.2
235
8.2
199
7.7
201
Feature Not Available
8.0
211
8.0
195
8.4
254
8.4
212
7.9
208
8.0
193
Customer Engagement
7.8
229
7.9
188
8.0
224
8.0
204
7.4
213
7.7
199
8.3
229
8.3
198
8.1
233
Feature Not Available
Customization - AI Agent Builders
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Functionality - AI Agent Builders
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Data and Analytics - AI Agent Builders
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Integration - AI Agent Builders
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - SAP Store
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Functionality
7.6
54
Not enough data
7.4
50
Not enough data
7.5
46
Not enough data
7.2
49
Not enough data
7.2
54
Not enough data
Management
8.1
61
Not enough data
8.3
61
Not enough data
7.2
48
Not enough data
8.2
63
Not enough data
8.1
49
Not enough data
Generative AI
6.4
31
Not enough data
6.6
31
Not enough data
Categories
Categories
Shared Categories
Planhat and Totango are categorized as Customer Journey Mapping, Customer Revenue Optimization, Customer Data Platform (CDP), Customer Success, and Client Onboarding
Unique Categories
Planhat is categorized as Client Portal, Product Analytics, Subscription Revenue Management, CRM, Data Quality, and AI Agent Builders
Totango is categorized as Experience Management, Digital Adoption Platform, Customer Journey Analytics, and SAP Store
Reviews
Reviewers' Company Size
Planhat
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Totango
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Computer Software
37.8%
Information Technology and Services
18.4%
Marketing and Advertising
7.9%
Education Management
2.5%
E-Learning
2.3%
Other
31.2%
Computer Software
36.0%
Information Technology and Services
18.9%
Telecommunications
4.3%
Internet
3.5%
Marketing and Advertising
3.4%
Other
33.9%
Discussions
How long did it take to implement?
2 Comments
PB
6 weeks or so, but most of my time was spent organising our data rather than customising PH itself so it depends on what sort of state your data is in.Read more
What's the best way to manage crossell opportunities on planhat?
1 Comment
Official Response from Planhat
Hi Pedro,
Thanks for your question!
There are several ways to manage cross-sale opportunities in Planhat. Firstly, intelligent triggers and alerts can...Read more
How can I, launch two simultaneos NPScampaings
1 Comment
Official Response from Planhat
Hi Matheus, your CSM will be in touch shortly and help you to set it up :)
Read more
What are best practices for CSM assignment process - both dynamic and static?
2 Comments
GN
Hi Tony, can we please move the conversation to forum.totango.com - we don't really track this discussion board that frequentlyRead more
What would be the best way to load the pages faster?
2 Comments
JT
Only way I've seen is to restrict your filters on notifications (the first page for me at least)Read more
How much does Totango cost?
1 Comment
Official Response from Totango
Totango is FREE for small teams and individuals and offers a 30 Day FREE trial, no credit card required to all other packages. You can check it out at...Read more
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