# Planhat vs Totango Comparison --- ## AI Generated Summary - **G2 reviewers report** that Planhat excels in providing a user-friendly interface for tracking customer health, with users appreciating its ability to display usage data in an easily digestible format. This feature is particularly beneficial for customer success managers who need to analyze data quickly and efficiently. - **Users say** that Totango is making strides with its incorporation of artificial intelligence for data analysis, which helps reduce manual work in evaluating risk. Reviewers highlight the effectiveness of health score tracking and centralized communication, making it a valuable tool for managing client portfolios. - **According to verified reviews** , Planhat's flexibility and customization options stand out, allowing teams to tailor the platform to their specific needs. Users have successfully built meaningful, data-driven reports, which enhances their ability to manage accounts and identify upsell opportunities. - **Reviewers mention** that while Totango offers solid features for customer monitoring and profiles, it sometimes struggles with setup and configuration, which can hinder the initial user experience. This contrasts with Planhat, where users report a smoother onboarding process. - **G2 reviewers highlight** the superior quality of support provided by Planhat, with many users noting that the responsiveness and helpfulness of the support team significantly enhance their overall experience. In comparison, Totango's support, while competent, does not receive the same level of praise. - **Users report** that both platforms provide valuable insights into customer engagement, but Planhat's advanced AI capabilities give it an edge in automating data analysis, which saves time for customer success teams. This automation is a key factor in why many users prefer Planhat for their customer success needs. --- ## Frequently Asked Questions ### What is the difference between Totango vs Planhat? Planhat stands out from Totango with higher reviewer ratings, stronger support scores, and unique collaboration features. | [Totango](https://www.g2.com/products/totango/reviews) | [Planhat](https://www.g2.com/products/planhat/reviews) | | --- | --- | | 4.3/5 (1,150 reviews) | 4.5/5 (954 reviews) | | Mid-Market | Mid-Market | | 7.4 | 7.6 | | 8.4 | 9.2 | | Ease of Use (202 all-time mentions) | Customer Support (122 all-time mentions) | ### How do the pricing models of Totango and Planhat compare? Planhat is rated higher for value, with reviewers expressing greater satisfaction with its pricing model compared to Totango. - **Totango:** Reviewers note that Totango's pricing model includes many add-ons and extra costs that can increase total spend as utilization grows. - **Planhat:** Reviewers highlight Planhat's value for investment, with satisfaction in its robust feature set relative to cost and fewer complaints about unexpected charges. - **Switching reasons:** Recent reviews mention switching to Planhat for better value and more predictable pricing, especially when scaling Customer Success operations. ### What are the best alternatives to Totango and Planhat? The top three alternatives to Totango and Planhat are Custify, ChurnZero, and ClientSuccess. | 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 cite extra costs for add-ons | Ease of Use (202 all-time mentions) | | [Planhat](https://www.g2.com/products/planhat/reviews) | 4.5/5 (954 reviews) | Mid-Market | Reviewers highlight strong value for investment | Customer Support (122 all-time mentions) | | [Custify](https://www.g2.com/products/custify/reviews) | 4.7/5 (527 reviews) | Small-Business | — | Ease of Use | | [ChurnZero](https://www.g2.com/products/churnzero/reviews) | 4.7/5 (1,609 reviews) | Mid-Market | — | Automation | | [ClientSuccess](https://www.g2.com/products/clientsuccess/reviews) | 4.6/5 (393 reviews) | Mid-Market | — | Customer Health Tracking | ### Which Customer Success features should I prioritize when comparing Totango and Planhat? Buyers comparing Totango and Planhat should prioritize integrations, collaboration, automation, health scoring, and customization. - **Integrations:** Totango (75 all-time mentions), Planhat (73 all-time mentions); Planhat reviewers highlight a robust catalog and easy setup with tools like Salesforce, Jira, HubSpot, and Gong. - **Collaboration:** Planhat offers collaboration, multiple org charts, stakeholder roles, and training mode, which are not cited for Totango. - **Automation:** Totango (79 all-time mentions), Planhat (78 all-time mentions); both products are praised for automation efficiency, but Planhat reviewers emphasize flexible automations and AI-driven workflows. - **Health Scoring:** Totango (70 all-time mentions), Planhat (color-coded health scores, frequent reviewer praise); both products are recognized for health monitoring and risk alerts. - **Customization:** Totango (97 all-time mentions), Planhat (88 all-time mentions); Planhat is frequently cited for extensive customization and flexible data structuring. ### What are the pros and cons of Totango vs Planhat? Totango's headline strength is ease of use, while Planhat's is customer support and customization. - **Totango strengths:** Ease of Use (202 all-time mentions), Customization (97), Automation (79), Integrations (75), Health Monitoring (71), Intuitive UI (83), Data Segmentation (61). - **Totango trade-offs:** Learning Curve (83), Integration Issues (65), reporting limitations, initial setup complexity, and some features gated behind higher license tiers. - **Planhat strengths:** Customer Support (122 all-time mentions), Customization (88), Automation Efficiency (78), Integrations (73), Reporting (67), Insights (66), Easy Setup (60), Collaboration features. - **Planhat trade-offs:** Learning Curve (92), Complexity (63), some integration and automation setup requires technical expertise, and additional modules or advanced features may incur extra costs. ### Is Totango or Planhat better for small businesses? Custify is the top-rated alternative for small businesses, but between Totango and Planhat, both primarily serve the Mid-Market segment with similar reviewer sentiment. - **Totango:** Largest reviewer segment is Mid-Market; reviewers highlight ease of use and intuitive interface, but note a learning curve and setup complexity for smaller teams. - **Planhat:** Largest reviewer segment is Mid-Market; reviewers praise customization and support, but also mention a learning curve and technical setup requirements that may challenge small businesses. ### Which Customer Success platform has better integrations? Planhat is favored by reviewers for integrations, with more frequent and positive mentions of integration breadth and ease of setup. - **Totango:** Integrations are cited in 75 all-time reviews, with recent mentions of Salesforce and Outlook; reviewers note some integration issues and limited project management tool support. - **Planhat:** Integrations are cited in 73 all-time reviews, with frequent positive mentions of Salesforce, Jira, and Slack; reviewers highlight a robust catalog and easy setup, especially with Salesforce and Gong. ### How do Totango and Planhat compare on customer support? Planhat outperforms Totango on Quality of Support by a material margin, with a 0.8-point higher score (9.2 vs 8.4). - **Totango:** Reviewers describe support as generally responsive and helpful, but some cite slow response times and unresolved issues, especially for complex bugs or advanced configurations. - **Planhat:** Reviewers consistently praise Planhat's support team for being knowledgeable, proactive, and invested in customer success, with many citing exceptional onboarding and ongoing assistance. ### Which is easier to implement, Totango or Planhat? Planhat and Totango are rated nearly equal on Ease of Setup, with Planhat at 7.6 and Totango at 7.4, indicating parity. - **Totango:** Reviewers note that setup can be challenging, especially for complex configurations, but many find the process manageable with support; initial learning curve is a common theme. - **Planhat:** Reviewers highlight a straightforward onboarding process with strong support, though some mention a learning curve and technical setup for advanced features; positive sentiment for implementation assistance is frequent. ### Which product has better Tasks? Both Totango and Planhat are highly rated for Tasks, with strong reviewer sentiment and frequent mentions of task management features. - **Totango:** Tasks are cited in recent reviews as easy to set, track, and manage, with reminders and integration into daily workflows; all-time mentions of task management and automation efficiency are high. - **Planhat:** Tasks are frequently praised for flexibility, automation, and integration with workflows; reviewers highlight advanced task tracking, project management, and AI-driven task assignment as key strengths. | | Planhat | Totango | |---|---|---| | **Star Rating** | 4.5 out of 5 | 4.3 out of 5 | | **Total Reviews** | 957 | 1,150 | | **Largest Market Segment** | Mid-Market (61.2% of reviews) | Mid-Market (57.0% of reviews) | | **Entry Level Price** | Custom | Contact Us Per Year | --- ## Top Pros & Cons ### Planhat Pros: - Ease of Use (172 reviews) - Customer Support (122 reviews) Cons: - Learning Curve (92 reviews) - Complexity (63 reviews) ### Totango Pros: - Ease of Use (202 reviews) - Customer Support (98 reviews) Cons: - Learning Curve (83 reviews) - Integration Issues (65 reviews) --- ## Ratings Comparison | Rating | Planhat | Totango | |---|---|---| | **Meets Requirements** | 8.6 (780 reviews) | 8.3 (970 reviews) | | **Ease of Use** | 8.3 (789 reviews) | 8.2 (984 reviews) | | **Ease of Setup** | 7.6 (544 reviews) | 7.4 (494 reviews) | | **Ease of Admin** | 8.2 (483 reviews) | 7.8 (362 reviews) | | **Quality of Support** | 9.2 (756 reviews) | 8.4 (816 reviews) | | **Has the product been a good partner in doing business?** | 9.3 (480 reviews) | 8.6 (361 reviews) | | **Product Direction (% positive)** | 9.2 (729 reviews) | 8.7 (946 reviews) | --- ## Pricing ### Planhat #### Entry-Level Pricing Plan: From Start-up to Enterprise Price: Custom Description: Planhat is priced to fit your company size. You can view details here: https://www.planhat.com/pricing/ [Learn more about Planhat](https://www.g2.com/products/planhat/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 ### CRM | Product | Score | Reviews | |---|---|---| | **Planhat** | 7.0/10 | 57 | | **Totango** | N/A | N/A | #### Sales Force Automation | Feature | Planhat | Totango | |---|---|---| | **Contact & Account Management** | 8.5 (28 reviews) | Not enough data | | **Partner Relationship Mgmt. (PRM)** | 7.6 (24 reviews) | Not enough data | | **Opportunity & Pipeline Mgmt.** | 7.5 (25 reviews) | Not enough data | | **Task / Activity Management** | 8.3 (29 reviews) | Not enough data | | **Territory & Quota Management** | 6.8 (23 reviews) | Not enough data | | **Desktop Integration** | 8.7 (26 reviews) | Not enough data | | **Product & Price List Management** | 7.1 (22 reviews) | Not enough data | | **Quote & Order Management** | 6.4 (23 reviews) | Not enough data | | **Customer Contract Management** | 6.7 (24 reviews) | Not enough data | | **Contract/License Management** | Not enough data | Not enough data | #### Marketing Automation | Feature | Planhat | Totango | |---|---|---| | **Email Marketing** | 7.5 (27 reviews) | Not enough data | | **Campaign Management** | 7.0 (26 reviews) | Not enough data | | **Lead Management** | 6.0 (24 reviews) | Not enough data | | **Marketing ROI Analytics** | 5.3 (24 reviews) | Not enough data | | **Email Management** | Not enough data | Not enough data | | **File Management** | Not enough data | Not enough data | | **Deal Management** | Not enough data | Not enough data | #### Customer Support | Feature | Planhat | Totango | |---|---|---| | **Case Management** | 7.3 (26 reviews) | Not enough data | | **Customer Support Portal** | 7.1 (27 reviews) | Not enough data | | **Knowledge Base** | 7.5 (27 reviews) | Not enough data | | **Call Center Features** | 5.7 (23 reviews) | Not enough data | | **Support Analytics** | 6.3 (23 reviews) | Not enough data | | **Workflow Management** | Not enough data | Not enough data | | **Opportunity Management** | Not enough data | Not enough data | | **Sales Pipeline Management** | Not enough data | Not enough data | | **Reporting/Analytics** | Not enough data | Not enough data | | **Calendar Management** | Not enough data | Not enough data | | **Pipeline Management** | Not enough data | Not enough data | | **Content Management** | Not enough data | Not enough data | | **Communication Management** | Not enough data | Not enough data | | **Visual Analytics** | Not enough data | Not enough data | | **Template Management** | Not enough data | Not enough data | | **Predictive Analytics** | Not enough data | Not enough data | | **Document Management** | Not enough data | Not enough data | | **Channel Management** | Not enough data | Not enough data | | **Commission Management** | Not enough data | Not enough data | | **Field Sales Management** | Not enough data | Not enough data | #### Reporting & Analytics | Feature | Planhat | Totango | |---|---|---| | **Reporting** | 7.8 (31 reviews) | Not enough data | | **Dashboards** | 7.6 (31 reviews) | Not enough data | | **Forecasting** | 7.0 (25 reviews) | Not enough data | #### Mobile & Social | Feature | Planhat | Totango | |---|---|---| | **Social Collaboration Features** | 6.2 (23 reviews) | Not enough data | | **Social Network Integration** | 5.6 (22 reviews) | Not enough data | | **Mobile User Support** | 5.2 (22 reviews) | Not enough data | | **Third-Party Integrations** | Not enough data | Not enough data | | **Social Media Integration** | Not enough data | Not enough data | | **Customer Support** | Not enough data | Not enough data | | **Multi-Channel Social Integration** | Not enough data | Not enough data | #### Platform | Feature | Planhat | Totango | |---|---|---| | **Customization** | 8.7 (51 reviews) | Not enough data | | **Workflow Capability** | 8.3 (50 reviews) | Not enough data | | **User, Role, and Access Management** | 8.6 (50 reviews) | Not enough data | | **Internationalization** | 7.4 (47 reviews) | Not enough data | | **Sandbox / Test Environments** | 5.6 (44 reviews) | Not enough data | | **Document & Content Mgmt.** | 6.7 (46 reviews) | Not enough data | | **Performance and Reliability** | 8.4 (49 reviews) | Not enough data | | **Output Document Generation** | 7.1 (45 reviews) | Not enough data | | **Mobile Access** | Not enough data | Not enough data | | **Lead Generation** | Not enough data | Not enough data | #### Integration | Feature | Planhat | Totango | |---|---|---| | **Data Import & Export Tools** | 7.7 (40 reviews) | Not enough data | | **Integration APIs** | 7.8 (40 reviews) | Not enough data | | **Breadth of Partner Applications** | 7.5 (37 reviews) | Not enough data | | **Third-Party Integration** | Not enough data | Not enough data | | **Internal Chat Integration** | Not enough data | Not enough data | | **Collaboration Tools** | Not enough data | Not enough data | | **Prospecting Tools** | Not enough data | Not enough data | | **Real-Time Data** | Not enough data | Not enough data | #### Generative AI | Feature | Planhat | Totango | |---|---|---| | **AI Text Generation** | 7.0 (17 reviews) | Not enough data | | **Generative AI** | Not enough data | Not enough data | | **Proposal Generation** | Not enough data | Not enough data | #### Agentic AI - CRM | Feature | Planhat | Totango | |---|---|---| | **Autonomous Task Execution** | 6.1 (16 reviews) | Not enough data | | **Multi-step Planning** | 6.5 (16 reviews) | Not enough data | | **Cross-system Integration** | 6.8 (17 reviews) | Not enough data | | **Adaptive Learning** | 5.9 (16 reviews) | Not enough data | | **Natural Language Interaction** | 6.6 (15 reviews) | Not enough data | | **Proactive Assistance** | 6.2 (15 reviews) | Not enough data | | **Decision Making** | 6.1 (15 reviews) | Not enough data | | **Calendar/Reminder System** | Not enough data | Not enough data | #### Additional Functionality | Feature | Planhat | Totango | |---|---|---| | **Search/Filter** | Not enough data | Not enough data | | **Alerts/Notifications** | Not enough data | Not enough data | | **Data Import/Export** | Not enough data | Not enough data | | **Lead Capture** | Not enough data | Not enough data | | **Batch Processing** | Not enough data | Not enough data | | **Email Tracking** | Not enough data | Not enough data | | **Tagging** | Not enough data | Not enough data | | **Pipeline Reports** | Not enough data | Not enough data | | **Drag & Drop** | Not enough data | Not enough data | | **Segmentation** | Not enough data | Not enough data | | **Customizable Fields** | Not enough data | Not enough data | | **Role-Based Permissions** | Not enough data | Not enough data | | **Interaction Tracking** | Not enough data | Not enough data | | **CRM** | Not enough data | Not enough data | | **Document Storage** | Not enough data | Not enough data | | **AI Copilot** | Not enough data | Not enough data | | **Contact Database** | Not enough data | Not enough data | | **Referral Tracking** | Not enough data | Not enough data | | **Quotes/Estimates** | Not enough data | Not enough data | | **Multi-Channel Communication** | Not enough data | Not enough data | | **Lead Qualification** | Not enough data | Not enough data | | **Marketing Automation** | Not enough data | Not enough data | | **Email Templates** | Not enough data | Not enough data | | **Sales Reports** | Not enough data | Not enough data | | **Customer Journey Mapping** | Not enough data | Not enough data | | **Reminders** | Not enough data | Not enough data | | **Lead Scoring** | Not enough data | Not enough data | | **Data Security** | Not enough data | Not enough data | | **Customizable Reports** | Not enough data | Not enough data | | **Calendar Sync** | Not enough data | Not enough data | | **For Startups** | Not enough data | Not enough data | | **Performance Metrics** | Not enough data | Not enough data | | **Sales Trend Analysis** | Not enough data | Not enough data | | **For iPad Devices** | Not enough data | Not enough data | | **Customizable Templates** | Not enough data | Not enough data | | **Activity Tracking** | Not enough data | Not enough data | | **Reporting & Statistics** | Not enough data | Not enough data | | **For Mac Devices** | Not enough data | Not enough data | | **Landing Pages/Web Forms** | Not enough data | Not enough data | | **Lead Nurturing** | Not enough data | Not enough data | | **Gamification** | Not enough data | Not enough data | | **Prioritization** | Not enough data | Not enough data | | **Web-based Deployment** | Not enough data | Not enough data | | **Softphone** | Not enough data | Not enough data | | **Single Sign On** | Not enough data | Not enough data | | **Customer Database** | Not enough data | Not enough data | | **Event Triggered Actions** | Not enough data | Not enough data | | **Mobile App** | Not enough data | Not enough data | | **Email Sequences** | Not enough data | Not enough data | | **Customer Segmentation** | Not enough data | Not enough data | | **Lead Assignment** | Not enough data | Not enough data | | **For Small Businesses** | Not enough data | Not enough data | | **Live Chat** | Not enough data | Not enough data | | **Business Card/Badge Scanning** | Not enough data | Not enough data | | **Data Visualization** | Not enough data | Not enough data | | **Customer Social Profiles** | Not enough data | Not enough data | | **Social Promotion** | Not enough data | Not enough data | | **Monitoring** | Not enough data | Not enough data | | **Engagement Tracking** | Not enough data | Not enough data | | **Social Media Monitoring** | Not enough data | Not enough data | | **Customer Engagement** | Not enough data | Not enough data | | **Sentiment Analysis** | Not enough data | Not enough data | | **Brand Tracking** | Not enough data | Not enough data | | **Audience Targeting** | Not enough data | Not enough data | | **Workflow Automation** | Not enough data | Not enough data | ### Artificial Intelligence | Product | Score | Reviews | |---|---|---| | **Planhat** | N/A | N/A | | **Totango** | N/A | N/A | #### Additional Functionality | Feature | Planhat | Totango | |---|---|---| | **Tagging** | Not enough data | Not enough data | | **Natural Language Processing** | Not enough data | Not enough data | | **Data Extraction** | Not enough data | Not enough data | | **Multi-Language** | Not enough data | Not enough data | | **Predictive Analytics** | Not enough data | Not enough data | | **Drag & Drop** | Not enough data | Not enough data | | **Speech Recognition** | Not enough data | Not enough data | | **Reporting/Analytics** | Not enough data | Not enough data | | **Data Storage Management** | Not enough data | Not enough data | | **Virtual Personal Assistant (VPA)** | Not enough data | Not enough data | | **AI Copilot** | Not enough data | Not enough data | | **Customer Segmentation** | Not enough data | Not enough data | | **Collaboration Tools** | Not enough data | Not enough data | | **Data Import/Export** | Not enough data | Not enough data | | **Generative AI** | Not enough data | Not enough data | | **For eCommerce** | Not enough data | Not enough data | | **Role-Based Permissions** | Not enough data | Not enough data | | **Customizable Branding** | Not enough data | Not enough data | | **Search/Filter** | Not enough data | Not enough data | | **Monitoring** | Not enough data | Not enough data | | **Document Management** | Not enough data | Not enough data | | **API** | Not enough data | Not enough data | | **Data Visualization** | Not enough data | Not enough data | | **Trend Analysis** | Not enough data | Not enough data | | **Machine Learning** | Not enough data | Not enough data | | **Access Controls/Permissions** | Not enough data | Not enough data | | **Alerts/Escalation** | Not enough data | Not enough data | | **Performance Metrics** | Not enough data | Not enough data | | **Real-Time Data** | Not enough data | Not enough data | | **Third-Party Integrations** | Not enough data | Not enough data | | **Mobile App** | Not enough data | Not enough data | | **Multiple Data Sources** | Not enough data | Not enough data | | **For Sales Teams/Organizations** | Not enough data | Not enough data | | **Sentiment Analysis** | Not enough data | Not enough data | | **Activity Dashboard** | Not enough data | Not enough data | | **Chatbot** | Not enough data | Not enough data | | **Workflow Automation** | Not enough data | Not enough data | ### Collaboration & Productivity | Product | Score | Reviews | |---|---|---| | **Planhat** | N/A | N/A | | **Totango** | N/A | N/A | #### Additional Functionality | Feature | Planhat | 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 | |---|---|---| | **Planhat** | 7.8/10 | 639 | | **Totango** | 7.9/10 | 822 | #### Customer Information | Feature | Planhat | Totango | |---|---|---| | **Customer Health Scores** | 8.7 (573 reviews) ✓ Verified | 8.2 (775 reviews) ✓ Verified | | **Customer Monitoring** | 8.8 (555 reviews) ✓ Verified | 8.4 (753 reviews) ✓ Verified | | **Customer Profiles** | 8.8 (579 reviews) ✓ Verified | 8.4 (748 reviews) ✓ Verified | | **Playbooks** | 8.2 (547 reviews) ✓ Verified | 7.7 (639 reviews) ✓ Verified | | **Customer Segments** | 8.5 (516 reviews) ✓ Verified | 8.5 (759 reviews) ✓ Verified | | **Product Engagement** | 8.1 (497 reviews) ✓ Verified | 8.0 (697 reviews) ✓ Verified | | **Surveys** | 7.2 (422 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 | Planhat | Totango | |---|---|---| | **Churn Risk** | 8.0 (507 reviews) ✓ Verified | 7.8 (667 reviews) ✓ Verified | | **Upsell Opportunities** | 7.5 (436 reviews) ✓ Verified | 7.1 (634 reviews) ✓ Verified | | **Custom Triggers** | 8.3 (495 reviews) ✓ Verified | 7.9 (674 reviews) ✓ Verified | | **Machine Learning** | 6.7 (349 reviews) ✓ Verified | 6.6 (495 reviews) ✓ Verified | #### Platform | Feature | Planhat | Totango | |---|---|---| | **Reporting & Dashboards** | 8.4 (568 reviews) ✓ Verified | 8.0 (756 reviews) ✓ Verified | | **Third-Party Integrations** | 8.1 (550 reviews) ✓ Verified | 7.7 (692 reviews) ✓ Verified | | **Data Import & Export Tools** | 8.2 (491 reviews) ✓ Verified | 7.9 (690 reviews) ✓ Verified | | **Workflow Capability** | 8.4 (520 reviews) ✓ Verified | 8.0 (701 reviews) ✓ Verified | | **Notifications** | 8.2 (523 reviews) ✓ Verified | 7.9 (726 reviews) ✓ Verified | | **Customization** | 8.6 (545 reviews) ✓ Verified | 7.9 (717 reviews) ✓ Verified | | **Scalability** | 8.8 (517 reviews) ✓ Verified | 8.3 (710 reviews) ✓ Verified | | **Data Security** | 8.9 (474 reviews) ✓ Verified | 8.5 (632 reviews) ✓ Verified | | **Performance & Reliability** | 8.5 (529 reviews) ✓ Verified | 8.2 (742 reviews) ✓ Verified | | **User, Role, and Access Management** | 8.8 (523 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 | Planhat | Totango | |---|---|---| | **AI Text Generation** | 6.2 (173 reviews) | Feature Not Available | | **AI Text Summarization** | 6.3 (177 reviews) | Feature Not Available | | **Generative AI** | Not enough data | Not enough data | #### Agentic AI - Customer Success | Feature | Planhat | Totango | |---|---|---| | **Autonomous Task Execution** | 6.3 (98 reviews) | 7.5 (53 reviews) | | **Multi-step Planning** | 6.7 (98 reviews) | 7.8 (52 reviews) | | **Cross-system Integration** | 6.9 (103 reviews) | 8.0 (51 reviews) | | **Natural Language Interaction** | 6.5 (96 reviews) | 7.7 (51 reviews) | | **Proactive Assistance** | 6.3 (100 reviews) | 7.6 (52 reviews) | | **Social Media Integration** | Not enough data | Not enough data | | **Multi-Language** | Not enough data | Not enough data | #### Additional Functionality | Feature | Planhat | 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 | |---|---|---| | **Planhat** | 7.7/10 | 127 | | **Totango** | N/A | N/A | #### Billing and Payments | Feature | Planhat | Totango | |---|---|---| | **Payment Terms** | 7.9 (80 reviews) | Not enough data | | **Personalized Billing** | 7.6 (68 reviews) | Not enough data | | **Custom Pricing** | 7.5 (74 reviews) | Not enough data | #### Revenue Recognition | Feature | Planhat | Totango | |---|---|---| | **Usage Tracking** | 8.2 (97 reviews) | Not enough data | | **Deferred Revenue** | 7.0 (69 reviews) | Not enough data | | **Revenue Accrual** | 7.5 (74 reviews) | Not enough data | #### Revenue Optimization | Feature | Planhat | Totango | |---|---|---| | **At-Risk Customers** | 8.1 (104 reviews) | Not enough data | | **Offer Optimization** | 7.4 (78 reviews) | Not enough data | | **Customer Churn** | 8.2 (107 reviews) | Not enough data | | **Revenue Forecasting** | 7.8 (92 reviews) | Not enough data | ### Digital Adoption Platform | Product | Score | Reviews | |---|---|---| | **Planhat** | N/A | N/A | | **Totango** | 6.8/10 | 63 | #### User Analysis | Feature | Planhat | 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 | Planhat | 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 | Planhat | 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 | Planhat | Totango | |---|---|---| | **Integration** | Not enough data | 7.1 (7 reviews) | | **Communications** | Not enough data | 6.4 (7 reviews) | #### Analytics - Digital Adoption Platform | Feature | Planhat | 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 | Planhat | 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 | Planhat | 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 | Planhat | 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 | ### Product Analytics | Product | Score | Reviews | |---|---|---| | **Planhat** | 7.8/10 | 89 | | **Totango** | N/A | N/A | #### Product Analytics | Feature | Planhat | Totango | |---|---|---| | **Account-Level Analytics** | 8.6 (81 reviews) | Not enough data | | **User-Level Analytics** | 8.2 (82 reviews) | Not enough data | | **Segmentation** | 8.9 (77 reviews) | Not enough data | | **Funnels** | 7.7 (66 reviews) | Not enough data | | **Alerts** | 8.4 (79 reviews) | Not enough data | | **Multi-Product Analytics** | 8.3 (67 reviews) | Not enough data | | **User Scoring** | 8.3 (75 reviews) | Not enough data | | **Integrations** | 8.5 (81 reviews) | Not enough data | | **Usage Tracking/Analytics** | Not enough data | Not enough data | #### Agentic AI - Product Analytics | Feature | Planhat | Totango | |---|---|---| | **Autonomous Task Execution** | 6.5 (19 reviews) | Not enough data | | **Cross-system Integration** | 7.0 (18 reviews) | Not enough data | | **Adaptive Learning** | 6.2 (17 reviews) | Not enough data | | **Proactive Assistance** | 6.6 (18 reviews) | Not enough data | | **Machine Learning** | Not enough data | Not enough data | #### Behavioral Analytics - Product Analytics | Feature | Planhat | Totango | |---|---|---| | **Multi-Product Analytics** | Not enough data | Not enough data | | **User level Analytics** | Not enough data | Not enough data | | **Account level Analytics** | Not enough data | Not enough data | | **Segmentation** | Not enough data | Not enough data | | **Funnels** | Not enough data | Not enough data | #### Platform Infrastructure - Product Analytics | Feature | Planhat | Totango | |---|---|---| | **Cross System integrations** | Not enough data | Not enough data | | **Alerts** | Not enough data | Not enough data | | **Integrations** | Not enough data | Not enough data | #### AI driven optimization - Product Analytics | Feature | Planhat | Totango | |---|---|---| | **User scoring** | Not enough data | Not enough data | | **Adaptive learning** | Not enough data | Not enough data | | **Automated insights** | Not enough data | Not enough data | | **Autonomous task execution** | Not enough data | Not enough data | #### Additional Functionality | Feature | Planhat | Totango | |---|---|---| | **Conversion Tracking** | Not enough data | Not enough data | | **Funnel Analysis** | Not enough data | Not enough data | | **Product Data Management** | Not enough data | Not enough data | | **Engagement Tracking** | Not enough data | Not enough data | | **Alerts/Notifications** | Not enough data | Not enough data | | **Cohort Analysis** | Not enough data | Not enough data | | **Session Recording** | Not enough data | Not enough data | | **AI Copilot** | Not enough data | Not enough data | | **Data Visualization** | Not enough data | Not enough data | | **Customer Journey Mapping** | Not enough data | Not enough data | | **Generative AI** | Not enough data | Not enough data | | **Interactive Reports** | Not enough data | Not enough data | | **A/B Testing** | Not enough data | Not enough data | ### Customer Data Platform (CDP) | Product | Score | Reviews | |---|---|---| | **Planhat** | 7.1/10 | 228 | | **Totango** | 7.6/10 | 224 | #### Data Sourcing | Feature | Planhat | Totango | |---|---|---| | **Data Enrichment** | 8.2 (181 reviews) | 8.1 (178 reviews) ✓ Verified | | **Expandability** | 8.4 (174 reviews) | 8.1 (178 reviews) ✓ Verified | | **Content Marketing** | 6.4 (138 reviews) | 7.1 (110 reviews) | | **Multiple Devices** | 7.3 (140 reviews) | 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 | Planhat | Totango | |---|---|---| | **Marketing Metrics** | 6.3 (120 reviews) | Feature Not Available | | **Predictive Modeling** | 6.5 (128 reviews) | 7.2 (157 reviews) ✓ Verified | | **Recommendation Engine** | 6.5 (123 reviews) | Feature Not Available | #### Additional Functionality | Feature | Planhat | 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 | |---|---|---| | **Planhat** | 7.4/10 | 127 | | **Totango** | 7.7/10 | 92 | #### Sales Team | Feature | Planhat | Totango | |---|---|---| | **Flexible Sales Process** | 7.7 (88 reviews) | 7.4 (68 reviews) | | **Training Mode** | 7.4 (87 reviews) | Feature Not Available | | **Playbooks** | 8.0 (107 reviews) | 7.6 (74 reviews) | #### Intelligence | Feature | Planhat | Totango | |---|---|---| | **Opportunity Identification** | 7.6 (98 reviews) | 7.3 (72 reviews) | | **Zero-touch Renewals** | 7.4 (88 reviews) | 6.8 (66 reviews) | | **Smart Content** | 7.2 (85 reviews) | 6.8 (62 reviews) | #### Mapping | Feature | Planhat | Totango | |---|---|---| | **Multiple Org Charts** | 6.9 (83 reviews) | Feature Not Available | | **Stakeholder Roles** | 8.2 (98 reviews) | Feature Not Available | #### Agentic AI - Customer Revenue Optimization | Feature | Planhat | Totango | |---|---|---| | **Autonomous Task Execution** | 7.0 (27 reviews) | 8.6 (7 reviews) | | **Cross-system Integration** | 7.3 (27 reviews) | 8.6 (7 reviews) | | **Adaptive Learning** | 7.0 (27 reviews) | 8.1 (7 reviews) | | **Natural Language Interaction** | 7.3 (27 reviews) | 7.9 (7 reviews) | | **Proactive Assistance** | 6.7 (26 reviews) | 8.3 (7 reviews) | | **Decision Making** | 7.3 (28 reviews) | 7.9 (8 reviews) | ### Customer Journey Mapping | Product | Score | Reviews | |---|---|---| | **Planhat** | 7.7/10 | 178 | | **Totango** | 7.7/10 | 192 | #### Platform Basics | Feature | Planhat | Totango | |---|---|---| | **Customizable Templates** | 8.0 (166 reviews) | 8.0 (143 reviews) | | **Exporting** | 7.9 (151 reviews) | 7.7 (146 reviews) | | **Multi-user Access and Collaboration** | 8.2 (145 reviews) | 8.2 (139 reviews) | | **Multiple Personas** | 7.7 (131 reviews) | Feature Not Available | | **Data Analytics ** | 7.8 (136 reviews) | 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 | Planhat | Totango | |---|---|---| | **Autonomous Task Execution** | 6.5 (35 reviews) | 7.1 (18 reviews) | #### Additional Functionality | Feature | Planhat | 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 | ### Client Portal | Product | Score | Reviews | |---|---|---| | **Planhat** | 6.7/10 | 160 | | **Totango** | N/A | N/A | #### Content | Feature | Planhat | Totango | |---|---|---| | **Document Collaboration** | 7.2 (121 reviews) | Not enough data | | **Versioning** | 6.8 (101 reviews) | Not enough data | | **E-Signature** | 5.8 (96 reviews) | Not enough data | | **File Request** | 6.2 (92 reviews) | Not enough data | | **Feedback** | 7.1 (107 reviews) | Not enough data | #### Collaboration | Feature | Planhat | Totango | |---|---|---| | **Billing and Invoicing** | 6.5 (102 reviews) | Not enough data | | **Instant Messaging** | 6.4 (99 reviews) | Not enough data | | **Project Management** | 8.0 (123 reviews) | Not enough data | | **Analytics** | 8.0 (138 reviews) | Not enough data | | **Time Tracking** | 7.3 (103 reviews) | Not enough data | | **Mobile Application** | 4.7 (84 reviews) | Not enough data | | **Engagement Tracking** | Not enough data | Not enough data | #### Additional Functionality | Feature | Planhat | Totango | |---|---|---| | **Search/Filter** | Not enough data | Not enough data | | **AI Copilot** | Not enough data | Not enough data | | **Commenting/Notes** | Not enough data | Not enough data | | **Content Publishing Options** | Not enough data | Not enough data | | **Reporting & Statistics** | Not enough data | Not enough data | | **Content Library** | Not enough data | Not enough data | | **Document Classification** | Not enough data | Not enough data | | **Drag & Drop** | Not enough data | Not enough data | ### Professional Services Automation | Product | Score | Reviews | |---|---|---| | **Planhat** | N/A | N/A | | **Totango** | N/A | N/A | #### Customer Management | Feature | Planhat | Totango | |---|---|---| | **Customer Profiles** | Not enough data | Not enough data | | **Sales** | Not enough data | Not enough data | | **Marketing** | Not enough data | Not enough data | | **Client Portal** | Not enough data | Not enough data | #### Project Management | Feature | Planhat | Totango | |---|---|---| | **Project Planning** | Not enough data | Not enough data | | **Project Tracking** | Not enough data | Not enough data | | **Resource Definition** | Not enough data | Not enough data | | **Resource Management** | Not enough data | Not enough data | | **Resource Allocation & Planning** | Not enough data | Not enough data | | **Progress Tracking** | Not enough data | Not enough data | | **Project Time Tracking** | Not enough data | Not enough data | | **Project Management** | Not enough data | Not enough data | #### Accounting | Feature | Planhat | Totango | |---|---|---| | **Revenue Recognition** | Not enough data | Not enough data | | **Invoice Management** | Not enough data | Not enough data | | **Payments** | Not enough data | Not enough data | | **Project Accounting** | Not enough data | Not enough data | | **Budget Tracking** | Not enough data | Not enough data | | **Time & Expense Tracking** | Not enough data | Not enough data | | **Activity Tracking** | Not enough data | Not enough data | | **Billable Items Tracking** | Not enough data | Not enough data | | **Document Management** | Not enough data | Not enough data | | **Multiple Projects** | Not enough data | Not enough data | #### Portfolio Management | Feature | Planhat | Totango | |---|---|---| | **Portfolio Definition** | Not enough data | Not enough data | | **Portfolio Performance** | Not enough data | Not enough data | | **Risk** | Not enough data | Not enough data | | **Portfolio Mix** | Not enough data | Not enough data | #### Analytics | Feature | Planhat | Totango | |---|---|---| | **Forecasting** | Not enough data | Not enough data | | **Reporting** | Not enough data | Not enough data | | **KPIs** | Not enough data | Not enough data | | **Real-Time Reporting** | Not enough data | Not enough data | #### Administration | Feature | Planhat | Totango | |---|---|---| | **Standard Integrations** | Not enough data | Not enough data | | **Workflow** | Not enough data | Not enough data | | **Access Management** | Not enough data | Not enough data | | **Email Management** | Not enough data | Not enough data | | **Workflow Management** | Not enough data | Not enough data | | **Task Management** | Not enough data | Not enough data | | **Portfolio Management** | Not enough data | Not enough data | | **Calendar Management** | Not enough data | Not enough data | | **Timesheet Management** | Not enough data | Not enough data | | **Accounting Integration** | Not enough data | Not enough data | | **Third-Party Integrations** | Not enough data | Not enough data | #### Platform | Feature | Planhat | Totango | |---|---|---| | **APIs** | Not enough data | Not enough data | | **Internationalization** | Not enough data | Not enough data | | **Performance and Reliability** | Not enough data | Not enough data | | **Mobile** | Not enough data | Not enough data | | **Offline Access** | Not enough data | Not enough data | #### Generative AI | Feature | Planhat | Totango | |---|---|---| | **AI Text Generation** | Not enough data | Not enough data | | **AI Text Summarization** | Not enough data | Not enough data | | **Proposal Generation** | Not enough data | Not enough data | | **Generative AI** | Not enough data | Not enough data | #### Artificial Intelligence - Professional Services Automation | Feature | Planhat | Totango | |---|---|---| | **Predictive Forecasting** | Not enough data | Not enough data | | **Smart task suggestions** | Not enough data | Not enough data | | **Automated workflows** | Not enough data | Not enough data | #### Agentic AI - Professional Services Automation | Feature | Planhat | Totango | |---|---|---| | **Adaptive Learning** | Not enough data | Not enough data | | **Proactive Assistance** | Not enough data | Not enough data | #### Additional Functionality | Feature | Planhat | Totango | |---|---|---| | **Activity Dashboard** | Not enough data | Not enough data | | **Gantt/Timeline View** | Not enough data | Not enough data | | **Quotes/Estimates** | Not enough data | Not enough data | | **Collaboration Tools** | Not enough data | Not enough data | | **Customizable Fields** | Not enough data | Not enough data | | **CRM** | Not enough data | Not enough data | | **AI Copilot** | Not enough data | Not enough data | | **Customizable Reports** | Not enough data | Not enough data | | **Performance Metrics** | Not enough data | Not enough data | | **Access Controls/Permissions** | Not enough data | Not enough data | | **Billing & Invoicing** | Not enough data | Not enough data | | **Approval Process Control** | Not enough data | Not enough data | | **Reporting & Statistics** | Not enough data | Not enough data | | **Project Templates** | Not enough data | Not enough data | | **Task Scheduling** | Not enough data | Not enough data | | **Real-Time Data** | Not enough data | Not enough data | | **Document Storage** | Not enough data | Not enough data | | **Drag & Drop** | Not enough data | Not enough data | ### Customer Journey Analytics | Product | Score | Reviews | |---|---|---| | **Planhat** | N/A | N/A | | **Totango** | 8.1/10 | 270 | #### Platform Basics | Feature | Planhat | Totango | |---|---|---| | **Dynamic Segmentation** | Not enough data | 8.4 (228 reviews) ✓ Verified | | **Journey Optimization** | Not enough data | 8.2 (227 reviews) ✓ Verified | #### Platform Data | Feature | Planhat | 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 | Planhat | 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 | Planhat | 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 | |---|---|---| | **Planhat** | N/A | N/A | | **Totango** | 7.8/10 | 126 | #### Analytics | Feature | Planhat | 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 | Planhat | 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 | Planhat | 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 | Planhat | 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 | Planhat | 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 | ### AI Agents For Business Operations | Product | Score | Reviews | |---|---|---| | **Planhat** | N/A | N/A | | **Totango** | N/A | N/A | #### Responses | Feature | Planhat | Totango | |---|---|---| | **Personalization** | Not enough data | Not enough data | | **Route To Human** | Not enough data | Not enough data | | **Natural Language Understanding (NLU)** | Not enough data | Not enough data | | **Multi-Language** | Not enough data | Not enough data | #### Automation - AI Agents | Feature | Planhat | Totango | |---|---|---| | **Sales Follow-Up** | Not enough data | Not enough data | | **Customer Interaction Automation** | Not enough data | Not enough data | | **Lead Generation** | Not enough data | Not enough data | | **Document Processing** | Not enough data | Not enough data | | **Feedback Collection** | Not enough data | Not enough data | | **Natural Language Processing** | Not enough data | Not enough data | | **Simulation and Scenario Generation** | Not enough data | Not enough data | #### Platform | Feature | Planhat | Totango | |---|---|---| | **Conversation Editor** | Not enough data | Not enough data | | **Integration** | Not enough data | Not enough data | | **Human-In-The-Loop** | Not enough data | Not enough data | | **Drag & Drop Editor** | Not enough data | Not enough data | | **Human-in-the-loop (HITL)** | Not enough data | Not enough data | #### Autonomy - AI Agents | Feature | Planhat | Totango | |---|---|---| | **Independent Decision Making** | Not enough data | Not enough data | | **Adaptive Responses** | Not enough data | Not enough data | | **Task Execution** | Not enough data | Not enough data | | **Problem Solving** | Not enough data | Not enough data | #### Generative AI | Feature | Planhat | Totango | |---|---|---| | **AI Text Generation** | Not enough data | Not enough data | | **AI Text Summarization** | Not enough data | Not enough data | #### Additional Functionality | Feature | Planhat | Totango | |---|---|---| | **Agent Collaboration** | Not enough data | Not enough data | | **Data Governance** | Not enough data | Not enough data | | **Prompt Engineering** | Not enough data | Not enough data | | **Feedback Management** | Not enough data | Not enough data | | **For No-Code Development** | Not enough data | Not enough data | | **Version Control** | Not enough data | Not enough data | | **Role-Based Permissions** | Not enough data | Not enough data | | **Dynamic Modeling** | Not enough data | Not enough data | | **API** | Not enough data | Not enough data | | **Memory Management** | Not enough data | Not enough data | | **Monitoring** | Not enough data | Not enough data | | **Scalability** | Not enough data | Not enough data | | **Cost Management** | Not enough data | Not enough data | | **Scheduling** | Not enough data | Not enough data | | **Natural Language Interface** | Not enough data | Not enough data | | **Access Controls/Permissions** | Not enough data | Not enough data | | **Multiple LLM Models** | Not enough data | Not enough data | | **Integration Management** | Not enough data | Not enough data | | **Customizable Frameworks** | Not enough data | Not enough data | | **Pre-built Templates** | Not enough data | Not enough data | | **Analytics** | Not enough data | Not enough data | | **Intent Recognition** | Not enough data | Not enough data | | **Contextual Guidance** | Not enough data | Not enough data | | **Rules-Based Workflow** | Not enough data | Not enough data | | **Attended Automation** | Not enough data | Not enough data | | **Drag & Drop** | Not enough data | Not enough data | | **For Sales/Marketing** | Not enough data | Not enough data | | **Generative AI** | Not enough data | Not enough data | | **Business Process Automation** | Not enough data | Not enough data | | **AI Copilot** | Not enough data | Not enough data | | **Third-Party Integrations** | Not enough data | Not enough data | | **Multi-Channel Communication** | Not enough data | Not enough data | | **Sentiment Analysis** | Not enough data | Not enough data | | **Deep Learning** | Not enough data | Not enough data | | **Code-free Development** | Not enough data | Not enough data | | **Compliance Management** | Not enough data | Not enough data | | **Automated Responses** | Not enough data | Not enough data | | **Knowledge Management** | Not enough data | Not enough data | | **Transfers/Routing** | Not enough data | Not enough data | | **Personalization** | Not enough data | Not enough data | | **Activity Dashboard** | Not enough data | Not enough data | | **Customer Experience Management** | Not enough data | Not enough data | | **Virtual Personal Assistant (VPA)** | Not enough data | Not enough data | | **Chatbot** | Not enough data | Not enough data | | **Speech Recognition** | Not enough data | Not enough data | | **Reporting/Analytics** | Not enough data | Not enough data | | **Task Management** | Not enough data | Not enough data | | **Customer Engagement** | Not enough data | Not enough data | | **AI/Machine Learning** | Not enough data | Not enough data | | **Configurable Workflow** | Not enough data | Not enough data | | **Unattended Automation** | Not enough data | Not enough data | | **Conversation Intelligence** | Not enough data | Not enough data | | **Workflow Automation** | Not enough data | Not enough data | | **Proactive Error Detection** | Not enough data | Not enough data | ### Client Onboarding | Product | Score | Reviews | |---|---|---| | **Planhat** | 8.1/10 | 289 | | **Totango** | 8.1/10 | 243 | #### Onboarding Setup | Feature | Planhat | Totango | |---|---|---| | **Workflows** | 8.6 (251 reviews) | 8.2 (221 reviews) | | **Templates** | 8.1 (255 reviews) | 7.9 (212 reviews) | | **Checklists** | 8.6 (257 reviews) | 8.0 (202 reviews) | #### Project Tracking | Feature | Planhat | Totango | |---|---|---| | **Monitoring** | 8.2 (234 reviews) | 8.2 (199 reviews) | | **Resources** | 7.7 (200 reviews) | Feature Not Available | | **Content** | 8.0 (211 reviews) | 8.0 (195 reviews) | | **Tasks** | 8.4 (253 reviews) | 8.4 (212 reviews) | | **Optimization** | 8.0 (207 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 | Planhat | Totango | |---|---|---| | **Portal** | 7.7 (228 reviews) | 7.9 (188 reviews) | | **Customer Engagement** | 8.0 (223 reviews) | 8.0 (204 reviews) | | **Branding** | 7.4 (212 reviews) | 7.7 (199 reviews) | | **Visibility** | 8.3 (228 reviews) | 8.3 (198 reviews) | | **Collaboration** | 8.0 (232 reviews) | Feature Not Available | | **Customizable Branding** | Not enough data | Not enough data | #### Additional Functionality | Feature | Planhat | 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 | |---|---|---| | **Planhat** | N/A | N/A | | **Totango** | N/A | N/A | #### Agentic AI - SAP Store | Feature | Planhat | 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 | ### AI Agents | Product | Score | Reviews | |---|---|---| | **Planhat** | N/A | N/A | | **Totango** | N/A | N/A | #### Agentic AI - AI Agents | Feature | Planhat | 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 | ### Data Quality | Product | Score | Reviews | |---|---|---| | **Planhat** | 7.6/10 | 72 | | **Totango** | N/A | N/A | #### Functionality | Feature | Planhat | Totango | |---|---|---| | **Identification** | 7.6 (53 reviews) | Not enough data | | **Correction** | 7.4 (49 reviews) | Not enough data | | **Normalization** | 7.6 (45 reviews) | Not enough data | | **Preventative Cleaning** | 7.3 (48 reviews) | Not enough data | | **Data Matching** | 7.3 (53 reviews) | Not enough data | | **Real-Time Data** | Not enough data | Not enough data | #### Management | Feature | Planhat | Totango | |---|---|---| | **Reporting** | 8.2 (60 reviews) | Not enough data | | **Automation** | 8.4 (61 reviews) | Not enough data | | **Quality Audits** | 7.3 (47 reviews) | Not enough data | | **Dashboard** | 8.3 (63 reviews) | Not enough data | | **Governance** | 8.1 (48 reviews) | Not enough data | #### Generative AI | Feature | Planhat | Totango | |---|---|---| | **AI Text Generation** | 6.3 (30 reviews) | Not enough data | | **AI Text Summarization** | 6.6 (30 reviews) | Not enough data | | **Generative AI** | Not enough data | Not enough data | #### Additional Functionality | Feature | Planhat | Totango | |---|---|---| | **Metadata Management** | Not enough data | Not enough data | | **Collaboration Tools** | Not enough data | Not enough data | | **Search/Filter** | Not enough data | Not enough data | | **Workflow Management** | Not enough data | Not enough data | | **AI Copilot** | Not enough data | Not enough data | | **Third-Party Integrations** | Not enough data | Not enough data | | **Data Synchronization** | Not enough data | Not enough data | | **Data Import/Export** | Not enough data | Not enough data | | **Customizable Rules** | Not enough data | Not enough data | | **Master Data Management** | Not enough data | Not enough data | | **Monitoring** | Not enough data | Not enough data | | **Data Transformation** | Not enough data | Not enough data | | **Multiple Data Sources** | Not enough data | Not enough data | | **Self Service Portal** | Not enough data | Not enough data | | **Customer Database** | Not enough data | Not enough data | | **Data Verification** | Not enough data | Not enough data | | **Data Migration** | Not enough data | Not enough data | | **Multi-Language** | Not enough data | Not enough data | | **Single Sign On** | Not enough data | Not enough data | | **Duplicate Detection** | Not enough data | Not enough data | | **Email Address Extraction** | Not enough data | Not enough data | | **Reporting/Analytics** | Not enough data | Not enough data | | **Data Profiling** | Not enough data | Not enough data | | **Data Extraction** | Not enough data | Not enough data | | **Data Mapping** | Not enough data | Not enough data | | **Address Validation** | Not enough data | Not enough data | | **Match & Merge** | Not enough data | Not enough data | | **Performance Metrics** | Not enough data | Not enough data | | **Visual Analytics** | Not enough data | Not enough data | | **Version Control** | Not enough data | Not enough data | | **API** | Not enough data | Not enough data | | **Data Capture and Transfer** | Not enough data | Not enough data | | **Access Controls/Permissions** | Not enough data | Not enough data | | **Compliance Management** | Not enough data | Not enough data | | **Data Discovery** | Not enough data | Not enough data | --- ## Categories **Shared Categories (5):** [Client Onboarding Software](https://www.g2.com/categories/client-onboarding), [Customer Revenue Optimization (CRO) Software](https://www.g2.com/categories/customer-revenue-optimization), [Customer Success Software](https://www.g2.com/categories/customer-success), [Customer Data Platforms (CDP)](https://www.g2.com/categories/customer-data-platform-cdp), [Customer Journey Mapping Tools](https://www.g2.com/categories/customer-journey-mapping) **Unique to Planhat (7):** [AI Agents For Business Operations](https://www.g2.com/categories/ai-agents-for-business-operations), [Subscription Revenue Management Software](https://www.g2.com/categories/subscription-revenue-management), [Product Analytics Software](https://www.g2.com/categories/product-analytics), [Data Quality Tools](https://www.g2.com/categories/data-quality), [Client Portal Software](https://www.g2.com/categories/client-portal), [CRM Software](https://www.g2.com/categories/crm), [Professional Services Automation Software](https://www.g2.com/categories/professional-services-automation) **Unique to Totango (4):** [Experience Management Software](https://www.g2.com/categories/experience-management), [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 | Planhat | Totango | |---|---|---| | **Small-Business** | 32.1% | 22.3% | | **Mid-Market** | 61.2% | 57.0% | | **Enterprise** | 6.7% | 20.7% | ### By Industry #### Planhat - **Computer Software:** 37.2% - **Information Technology and Services:** 18.7% - **Marketing and Advertising:** 7.9% - **Financial Services:** 2.5% - **Education Management:** 2.4% - **E-Learning:** 2.1% - **Human Resources:** 2.1% - **Internet:** 1.9% - **Consumer Services:** 1.8% - **Computer & Network Security:** 1.8% - **Other:** 21.7% #### 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 Planhat - [Custify](https://www.g2.com/products/custify/reviews) — 4.7/5 stars (530 reviews) - [ChurnZero](https://www.g2.com/products/churnzero/reviews) — 4.7/5 stars (1615 reviews) - [Catalyst](https://www.g2.com/products/totango-catalyst/reviews) — 4.5/5 stars (660 reviews) - [ClientSuccess](https://www.g2.com/products/clientsuccess/reviews) — 4.4/5 stars (424 reviews) - [Vitally](https://www.g2.com/products/vitally/reviews) — 4.5/5 stars (708 reviews) - [Gainsight Customer Success](https://www.g2.com/products/gainsight-customer-success/reviews) — 4.5/5 stars (1760 reviews) - [HubSpot Service Hub](https://www.g2.com/products/hubspot-service-hub/reviews) — 4.4/5 stars (2924 reviews) - [Rocketlane](https://www.g2.com/products/rocketlane-corp/reviews) — 4.7/5 stars (866 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — 4.4/5 stars (13939 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 (530 reviews) - [ChurnZero](https://www.g2.com/products/churnzero/reviews) — 4.7/5 stars (1615 reviews) - [Gainsight Customer Success](https://www.g2.com/products/gainsight-customer-success/reviews) — 4.5/5 stars (1760 reviews) - [Vitally](https://www.g2.com/products/vitally/reviews) — 4.5/5 stars (708 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 (2924 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) — 4.7/5 stars (1419 reviews) - [Bloomreach](https://www.g2.com/products/bloomreach-bloomreach/reviews) — 4.6/5 stars (803 reviews) --- ## Top Discussions ### Planhat - Title: [How long did it take to implement?](https://www.g2.com/discussions/49802-how-long-did-it-take-to-implement) — 2 comments *(includes official response)* > **Top comment:** "Comment deleted by user." - Title: [It shouldbe good if we can export the changes etc on Playbooks or have a clear idea on NPS score expectations.](https://www.g2.com/discussions/it-shouldbe-good-if-we-can-export-the-changes-etc-on-playbooks-or-have-a-clear-idea-on-nps-score-expectations) — 1 comment, 1 upvote *(includes official response)* > **Top comment:** "Hi Martha, Thanks for your question! We'd love to understand a bit deeper what you are trying to solve so please feel free to reach out to your CSM..." - Title: [How can I, launch two simultaneos NPScampaings](https://www.g2.com/discussions/how-can-i-launch-two-simultaneos-npscampaings) — 1 comment, 1 upvote *(includes official response)* > **Top comment:** "Hi Matheus, your CSM will be in touch shortly and help you to set it up :) " - Title: [What's the best way to manage crossell opportunities on planhat?](https://www.g2.com/discussions/40995-what-s-the-best-way-to-manage-crossell-opportunities-on-planhat) — 1 comment, 1 upvote *(includes official response)* > **Top comment:** "Hi Pedro, Thanks for your question! There are several ways to manage cross-sale opportunities in Planhat. Firstly, intelligent triggers and alerts can..." ### 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/planhat-vs-totango)