Link copied to clipboard # Planhat vs Totango Comparison - What are their main differences? Share [ Export ](/compare/planhat/totango/export.csv) PlanhatTotango[+ Add Product](#) Pricing **Planhat** **Custom** · From Start-up to Enterprise **Totango** **Contact Us** Per Year · Enterprise **Pricing Insights** from reviews Time to Implement **Planhat** 3 months Based on 57 responses **Totango** 3 months Based on 16 responses Return on Investment **Planhat** 11 months3 months sooner Based on 52 responses **Totango** 14 months Based on 13 responses Perceived Cost **Planhat** $$$$$ **Totango** $$$$$ Average Discount **Planhat** 9% **Totango** 11%2% more ![Planhat](https://images.g2crowd.com/uploads/product/hd_favicon/419a7323b926f3ff16b400b2b7ca40c1/planhat%282%29.svg "Planhat") ![Totango](https://images.g2crowd.com/uploads/product/hd_favicon/b1404b38f1aa49d5ed67749ecadcf286/totango.svg "Totango") G2 offers free advice on this comparison. Chat with an expert How would you like to receive Software Advice? ![](/assets/advisor_router/laptop_form-f1a7012279826105416befde8d882ffc7589b1f9db09c93a1379d601cafe8e0d.svg) FormAnswer questions at your own pace, no call required. ![](/assets/advisor_router/ai_agent-4d78629a3ba354fed449a65c60df3a6f2eda90fb98411b711df4b25d7be52a38.svg) AI AgentChat live and get a recommendation in minutes. ![](/assets/advisor_router/phone_call_picker-c48821ec36f4182d8ee3e54cfbd3937500eec54d7b7e0cfb80dc80a8a733842f.svg) Phone CallTalk it through live with a software advisor. **Pros & Cons** from reviews **Planhat** [ Ease of Use (172) ](https://www.g2.com/products/planhat/reviews?filters%5Bsentiment_snippet%5D=1619317&qs=pros-and-cons#reviews)[ Customer Support (122) ](https://www.g2.com/products/planhat/reviews?filters%5Bsentiment_snippet%5D=1618890&qs=pros-and-cons#reviews)[ Learning Curve (92) ](https://www.g2.com/products/planhat/reviews?filters%5Bsentiment_snippet%5D=1621324&qs=pros-and-cons#reviews)[ Complexity (63) ](https://www.g2.com/products/planhat/reviews?filters%5Bsentiment_snippet%5D=1623273&qs=pros-and-cons#reviews) **Totango** [ Ease of Use (202) ](https://www.g2.com/products/totango/reviews?filters%5Bsentiment_snippet%5D=1933925&qs=pros-and-cons#reviews)[ Customer Support (98) ](https://www.g2.com/products/totango/reviews?filters%5Bsentiment_snippet%5D=1935846&qs=pros-and-cons#reviews)[ Learning Curve (83) ](https://www.g2.com/products/totango/reviews?filters%5Bsentiment_snippet%5D=1929112&qs=pros-and-cons#reviews)[ Integration Issues (65) ](https://www.g2.com/products/totango/reviews?filters%5Bsentiment_snippet%5D=1935849&qs=pros-and-cons#reviews) Integrations **Planhat** [ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_3f65e03dad098005646f58fdebc87312/aha.png "Product Avatar Image") Aha! ](https://www.g2.com/products/aha/reviews)[ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_86246893feb9c625f27829ae5a640f08/boostworks.jpg "Product Avatar Image") Boostworks ](https://www.g2.com/products/boostworks/reviews)[ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_d08938b2bcd0f8cc93eb9321f26c74c4/claude-2025-12-11.jpeg "Product Avatar Image") Claude ](https://www.g2.com/products/claude-2025-12-11/reviews)[ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_0e4cb319d91ef480d84a5dc9e77e9eba/dotdigital.png "Product Avatar Image") Dotdigital ](https://www.g2.com/products/dotdigital/reviews)[ View all ](https://www.g2.com/products/planhat/integrations) **Totango** [ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_e09b9bcffc3a8fed744526228ffa81c3/gainsight-customer-success.png "Product Avatar Image") Gainsight Customer Success ](https://www.g2.com/products/gainsight-customer-success/reviews)[ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_1c993a6e283a9bd6408ff2c4457aa165/agentforce-360-platform-formerly-salesforce-platform.png "Product Avatar Image") Salesforce Platform ](https://www.g2.com/products/agentforce-360-platform-formerly-salesforce-platform/reviews)[ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_c7667c650c352acba4bfca38ee89457b/agentforce-sales-formerly-salesforce-sales-cloud.png "Product Avatar Image") Salesforce Sales Cloud ](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews)[ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_b4de3f87b12321882f19b7a93f94109c/zendesk-for-customer-service.png "Product Avatar Image") Zendesk for Customer Service ](https://www.g2.com/products/zendesk-for-customer-service/reviews)[ View all ](https://www.g2.com/products/totango/integrations) Screenshots **Planhat** ![Planhat screenshot](https://images.g2crowd.com/cdn-cgi/image/width=600,height=600,fit=scale-down,format=auto,onerror=redirect,/https://images.g2crowd.com/uploads/attachment/file/142898/Data-table-grouped.png) **Totango** ![Totango screenshot](https://images.g2crowd.com/cdn-cgi/image/width=600,height=600,fit=scale-down,format=auto,onerror=redirect,/https://images.g2crowd.com/uploads/attachment/file/99807/totango-successblocs.png) **Ratings** from reviews Meets Requirements **Planhat** 8.6 8.6785 **Totango** 8.3 8.3970 Ease of Use **Planhat** 8.3 8.3794 **Totango** 8.2 8.2984 Ease of Setup **Planhat** 7.5 7.5548 **Totango** 7.4 7.4494 Ease of Admin **Planhat** 8.2 8.2486 **Totango** 7.8 7.8362 Quality of Support **Planhat** 9.2 9.2761 **Totango** 8.4 8.4816 Has the product been a good partner in doing business? **Planhat** 9.4 9.4483 **Totango** 8.6 8.6361 Product Direction (% positive) **Planhat** 9.2 9.2734 **Totango** 8.7 8.7946 **Features** ratings from reviews Customer Success[Hide 76 FeaturesShow 76 Features](javascript:void(0);) 7.8 644 7.9 822 Customer Information Playbooks 8.2(won by 0.5) 548 | Verified (There is a greater than 0.5 difference between this product's rating and its competitors) 7.7 639 | Verified Surveys 7.2 422 | Verified 7.3(won by 0.1) 569 | Verified Customer Health Scores 8.7(won by 0.5) 574 | Verified (There is a greater than 0.5 difference between this product's rating and its competitors) 8.2 775 | Verified Customer Monitoring 8.8(won by 0.4) 557 | Verified 8.4 753 | Verified Customer Profiles 8.8(won by 0.4) 580 | Verified 8.4 748 | Verified Customer Segments 8.5(tied score) 516 | Verified 8.5(tied score) 759 | Verified Product Engagement 8.1(won by 0.1) 497 | Verified 8.0 697 | Verified NPS of Customers Not enough data Not enough data Customer Engagement Not enough data Not enough data Predictions Churn Risk 8.0(won by 0.2) 508 | Verified 7.8 667 | Verified Upsell Opportunities 7.5(won by 0.4) 437 | Verified 7.1 634 | Verified Custom Triggers 8.3(won by 0.4) 496 | Verified 7.9 674 | Verified Machine Learning 6.7(won by 0.1) 349 | Verified 6.6 495 | Verified Platform Notifications 8.2(won by 0.3) 523 | Verified 7.9 726 | Verified Customization 8.6(won by 0.7) 548 | Verified (There is a greater than 0.5 difference between this product's rating and its competitors) 7.9 717 | Verified Scalability 8.8(won by 0.5) 519 | Verified (There is a greater than 0.5 difference between this product's rating and its competitors) 8.3 710 | Verified User, Role, and Access Management 8.8(won by 0.5) 523 | Verified (There is a greater than 0.5 difference between this product's rating and its competitors) 8.3 710 | Verified Reporting & Dashboards 8.4(won by 0.4) 572 | Verified 8.0 756 | Verified Third-Party Integrations 8.1(won by 0.4) 552 | Verified 7.7 692 | Verified Data Import & Export Tools 8.2(won by 0.3) 492 | Verified 7.9 690 | Verified Workflow Capability 8.5(won by 0.5) 522 | Verified (There is a greater than 0.5 difference between this product's rating and its competitors) 8.0 701 | Verified Data Security 8.9(won by 0.4) 474 | Verified 8.5 632 | Verified Performance & Reliability 8.5(won by 0.3) 529 | Verified 8.2 742 | 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 AI Text Generation 6.2(won by default) 173 Feature Not Available AI Text Summarization 6.3(won by default) 177 Feature Not Available Generative AI Not enough data Not enough data Agentic AI - Customer Success Autonomous Task Execution 6.3 98 7.5(won by 1.2) 53 (There is a greater than 0.5 difference between this product's rating and its competitors) Multi-step Planning 6.7 98 7.8(won by 1.1) 52 (There is a greater than 0.5 difference between this product's rating and its competitors) Cross-system Integration 6.9 103 8.0(won by 1.1) 51 (There is a greater than 0.5 difference between this product's rating and its competitors) Natural Language Interaction 6.5 96 7.7(won by 1.2) 51 (There is a greater than 0.5 difference between this product's rating and its competitors) Proactive Assistance 6.3 100 7.6(won by 1.3) 52 (There is a greater than 0.5 difference between this product's rating and its competitors) Social Media Integration Not enough data Not enough data Multi-Language Not enough data Not enough data Additional Functionality 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 Customer Data Platform (CDP)[Hide 53 FeaturesShow 53 Features](javascript:void(0);) 7.1 228 7.6 224 Data Sourcing Data Enrichment 8.2(won by 0.1) 181 8.1 178 | Verified Expandability 8.4(won by 0.3) 174 8.1 178 | Verified Content Marketing 6.4 138 7.1(won by 0.7) 110 (There is a greater than 0.5 difference between this product's rating and its competitors) Multiple Devices 7.3 140 7.6(won by 0.3) 113 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 Predictive Modeling 6.5 128 7.2(won by 0.7) 157 | Verified (There is a greater than 0.5 difference between this product's rating and its competitors) Marketing Metrics 6.3(won by default) 120 Feature Not Available Recommendation Engine 6.5(won by default) 123 Feature Not Available Additional Functionality 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 Client Onboarding[Hide 68 FeaturesShow 68 Features](javascript:void(0);) 8.1 289 8.1 243 Onboarding Setup Workflows 8.6(won by 0.4) 251 8.2 221 Templates 8.1(won by 0.2) 255 7.9 212 Checklists 8.6(won by 0.6) 257 (There is a greater than 0.5 difference between this product's rating and its competitors) 8.0 202 Project Tracking Monitoring 8.2(tied score) 234 8.2(tied score) 199 Content 8.0(tied score) 211 8.0(tied score) 195 Tasks 8.4(tied score) 253 8.4(tied score) 212 Optimization 8.0(tied score) 207 8.0(tied score) 193 Resources 7.7(won by default) 200 Feature Not Available 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 Portal 7.7 228 7.9(won by 0.2) 188 Customer Engagement 8.0(tied score) 223 8.0(tied score) 204 Branding 7.4 212 7.7(won by 0.3) 199 Visibility 8.3(tied score) 228 8.3(tied score) 198 Collaboration 8.0(won by default) 232 Feature Not Available Customizable Branding Not enough data Not enough data Additional Functionality 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 Customer Journey Mapping[Hide 56 FeaturesShow 56 Features](javascript:void(0);) 7.7 178 7.7 192 Platform Basics Customizable Templates 8.0(tied score) 166 8.0(tied score) 143 Exporting 7.9(won by 0.2) 151 7.7 146 Multi-user Access and Collaboration 8.2(tied score) 145 8.2(tied score) 139 Data Analytics 7.8(won by 0.2) 136 7.6 132 Multiple Personas 7.7(won by default) 131 Feature Not Available 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 Autonomous Task Execution 6.5 35 7.1(won by 0.6) 18 (There is a greater than 0.5 difference between this product's rating and its competitors) Additional Functionality Multi-Channel Marketing Not enough data Not enough data Map Creation Not enough data Not enough data Email Marketing Not enough data Not enough data Single Sign On Not enough data Not enough data Performance Metrics Not enough data Not enough data Customer Database Not enough data Not enough data API Not enough data Not enough data Activity Dashboard Not enough data Not enough data Data Linking Not enough data Not enough data Whiteboard Not enough data Not enough data Drag & Drop Not enough data Not enough data Data Visualization Not enough data Not enough data Collaboration Tools Not enough data Not enough data Brainstorming Not enough data Not enough data Conversion Tracking Not enough data Not enough data Workflow Management Not enough data Not enough data Activity Tracking Not enough data Not enough data Behavior Tracking Not enough data Not enough data Personalization Not enough data Not enough data Customizable Reports Not enough data Not enough data Customer Journey Mapping Not enough data Not enough data Customer Profiles Not enough data Not enough data AI Copilot Not enough data Not enough data Third-Party Integrations Not enough data Not enough data Real-Time Notifications Not enough data Not enough data Tagging Not enough data Not enough data Audience Targeting Not enough data Not enough data CRM Not enough data Not enough data Surveys & Feedback Not enough data Not enough data Data Import/Export Not enough data Not enough data Reporting & Statistics Not enough data Not enough data Communication Management Not enough data Not enough data Attribution Modeling Not enough data Not enough data Action Management Not enough data Not enough data Map Sharing Not enough data Not enough data Engagement Tracking Not enough data Not enough data Customizable Branding Not enough data Not enough data Generative AI Not enough data Not enough data Customer Touchpoints Not enough data Not enough data Customer Experience Management Not enough data Not enough data Diagramming Not enough data Not enough data Campaign Management Not enough data Not enough data A/B Testing Not enough data Not enough data Storyboarding Not enough data Not enough data Customer Segmentation Not enough data Not enough data Customer Revenue Optimization[Hide 14 FeaturesShow 14 Features](javascript:void(0);) 7.4 127 7.7 92 Sales Team Flexible Sales Process 7.7(won by 0.3) 88 7.4 68 Playbooks 8.0(won by 0.4) 107 7.6 74 Training Mode 7.4(won by default) 87 Feature Not Available Intelligence Opportunity Identification 7.6(won by 0.3) 98 7.3 72 Zero-touch Renewals 7.4(won by 0.6) 88 (There is a greater than 0.5 difference between this product's rating and its competitors) 6.8 66 Smart Content 7.2(won by 0.4) 85 6.8 62 Mapping Multiple Org Charts 6.9(won by default) 83 Feature Not Available Stakeholder Roles 8.2(won by default) 98 Feature Not Available Agentic AI - Customer Revenue Optimization Autonomous Task Execution 7.0 27 8.6(won by 1.6) 7 (There is a greater than 0.5 difference between this product's rating and its competitors) Cross-system Integration 7.3 27 8.6(won by 1.3) 7 (There is a greater than 0.5 difference between this product's rating and its competitors) Adaptive Learning 7.0 27 8.1(won by 1.1) 7 (There is a greater than 0.5 difference between this product's rating and its competitors) Natural Language Interaction 7.3 27 7.9(won by 0.6) 7 (There is a greater than 0.5 difference between this product's rating and its competitors) Proactive Assistance 6.7 26 8.3(won by 1.6) 7 (There is a greater than 0.5 difference between this product's rating and its competitors) Decision Making 7.3 28 7.9(won by 0.6) 8 (There is a greater than 0.5 difference between this product's rating and its competitors) CRM[Hide 141 FeaturesShow 141 Features](javascript:void(0);) 7.0 57 Not enough data Sales Force Automation Contact & Account Management 8.5(won by default) 28 Not enough data Partner Relationship Mgmt. (PRM) 7.6(won by default) 24 Not enough data Opportunity & Pipeline Mgmt. 7.5(won by default) 25 Not enough data Task / Activity Management 8.3(won by default) 29 Not enough data Territory & Quota Management 6.8(won by default) 23 Not enough data Desktop Integration 8.7(won by default) 26 Not enough data Product & Price List Management 7.1(won by default) 22 Not enough data Quote & Order Management 6.4(won by default) 23 Not enough data Customer Contract Management 6.7(won by default) 24 Not enough data Contract/License Management Not enough data Not enough data Marketing Automation Email Marketing 7.5(won by default) 27 Not enough data Campaign Management 7.0(won by default) 26 Not enough data Lead Management 6.0(won by default) 24 Not enough data Marketing ROI Analytics 5.3(won by default) 24 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 Case Management 7.3(won by default) 26 Not enough data Customer Support Portal 7.1(won by default) 27 Not enough data Knowledge Base 7.5(won by default) 27 Not enough data Call Center Features 5.7(won by default) 23 Not enough data Support Analytics 6.3(won by default) 23 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 Reporting 7.8(won by default) 31 Not enough data Dashboards 7.6(won by default) 31 Not enough data Forecasting 7.0(won by default) 25 Not enough data Mobile & Social Mobile User Support 5.2(won by default) 22 Not enough data Social Collaboration Features 6.2(won by default) 23 Not enough data Social Network Integration 5.6(won by default) 22 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 Customization 8.7(won by default) 51 Not enough data Workflow Capability 8.3(won by default) 50 Not enough data User, Role, and Access Management 8.6(won by default) 50 Not enough data Internationalization 7.4(won by default) 47 Not enough data Sandbox / Test Environments 5.6(won by default) 44 Not enough data Document & Content Mgmt. 6.7(won by default) 46 Not enough data Performance and Reliability 8.4(won by default) 49 Not enough data Output Document Generation 7.1(won by default) 45 Not enough data Mobile Access Not enough data Not enough data Lead Generation Not enough data Not enough data Integration Data Import & Export Tools 7.7(won by default) 40 Not enough data Integration APIs 7.8(won by default) 40 Not enough data Breadth of Partner Applications 7.5(won by default) 37 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 AI Text Generation 7.0(won by default) 17 Not enough data Generative AI Not enough data Not enough data Proposal Generation Not enough data Not enough data Agentic AI - CRM Autonomous Task Execution 6.1(won by default) 16 Not enough data Multi-step Planning 6.5(won by default) 16 Not enough data Cross-system Integration 6.8(won by default) 17 Not enough data Adaptive Learning 5.9(won by default) 16 Not enough data Natural Language Interaction 6.6(won by default) 15 Not enough data Proactive Assistance 6.2(won by default) 15 Not enough data Decision Making 6.1(won by default) 15 Not enough data Calendar/Reminder System Not enough data Not enough data Additional Functionality 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 Experience Management[Hide 56 FeaturesShow 56 Features](javascript:void(0);) Not enough data 7.8 126 Analytics Net Promoter Score (NPS) Not enough data 8.1(won by default) 101 Customer Satisfaction (CSAT) Score Not enough data 8.2(won by default) 95 Customer Effort Score (CES) Not enough data Feature Not Available Gamification Not enough data Feature Not Available Customization Stakeholder Management Not enough data 8.0(won by default) 90 Multiple Branding Support Not enough data 7.6(won by default) 76 Multilanguage Support Not enough data Feature Not Available 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 AI Text Generation Not enough data 6.4(won by default) 51 AI Text Summarization Not enough data 6.4(won by default) 52 Generative AI Not enough data Not enough data Agentic AI - Experience Management Autonomous Task Execution Not enough data 8.1(won by default) 8 Cross-system Integration Not enough data 8.5(won by default) 8 Natural Language Interaction Not enough data 8.5(won by default) 8 Proactive Assistance Not enough data 8.5(won by default) 8 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 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 Multi-Channel Support Not enough data Not enough data Subscription Revenue Management[Hide 10 FeaturesShow 10 Features](javascript:void(0);) 7.7 128 Not enough data Billing and Payments Payment Terms 7.9(won by default) 80 Not enough data Personalized Billing 7.6(won by default) 68 Not enough data Custom Pricing 7.5(won by default) 74 Not enough data Revenue Recognition Usage Tracking 8.2(won by default) 97 Not enough data Deferred Revenue 7.0(won by default) 69 Not enough data Revenue Accrual 7.5(won by default) 74 Not enough data Revenue Optimization At-Risk Customers 8.1(won by default) 105 Not enough data Offer Optimization 7.4(won by default) 78 Not enough data Customer Churn 8.2(won by default) 108 Not enough data Revenue Forecasting 7.8(won by default) 93 Not enough data Client Portal[Hide 20 FeaturesShow 20 Features](javascript:void(0);) 6.7 160 Not enough data Content Document Collaboration 7.2(won by default) 121 Not enough data Versioning 6.8(won by default) 101 Not enough data E-Signature 5.8(won by default) 96 Not enough data File Request 6.2(won by default) 92 Not enough data Feedback 7.1(won by default) 107 Not enough data Collaboration Billing and Invoicing 6.5(won by default) 102 Not enough data Instant Messaging 6.4(won by default) 99 Not enough data Project Management 8.0(won by default) 123 Not enough data Analytics 8.0(won by default) 138 Not enough data Time Tracking 7.3(won by default) 103 Not enough data Mobile Application 4.7(won by default) 84 Not enough data Engagement Tracking Not enough data Not enough data Additional Functionality 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 Customer Journey Analytics[Hide 13 FeaturesShow 13 Features](javascript:void(0);) Not enough data 8.1 270 Platform Basics Dynamic Segmentation Not enough data 8.4(won by default) 228 | Verified Journey Optimization Not enough data 8.2(won by default) 227 | Verified Platform Data Journey Reporting Not enough data 8.0(won by default) 221 | Verified Trends Reporting Not enough data 7.9(won by default) 222 | Verified Dashboards Not enough data 8.3(won by default) 242 | Verified Advanced Data Filtering Not enough data 8.2(won by default) 227 | Verified Platform Additional Functionality Journey Mapping Not enough data 8.2(won by default) 219 | Verified Integrations Not enough data 7.9(won by default) 227 | Verified Automated Alerts Not enough data 8.1(won by default) 199 Agentic AI - Customer Journey Analytics Autonomous Task Execution Not enough data 7.3(won by default) 15 Cross-system Integration Not enough data 8.4(won by default) 15 Adaptive Learning Not enough data 8.0(won by default) 15 Proactive Assistance Not enough data 7.8(won by default) 15 Product Analytics[Hide 39 FeaturesShow 39 Features](javascript:void(0);) 7.8 89 Not enough data Product Analytics Account-Level Analytics 8.6(won by default) 81 Not enough data User-Level Analytics 8.2(won by default) 82 Not enough data Segmentation 8.9(won by default) 77 Not enough data Funnels 7.7(won by default) 66 Not enough data Alerts 8.4(won by default) 79 Not enough data Multi-Product Analytics 8.3(won by default) 67 Not enough data User Scoring 8.3(won by default) 75 Not enough data Integrations 8.5(won by default) 81 Not enough data Usage Tracking/Analytics Not enough data Not enough data Agentic AI - Product Analytics Autonomous Task Execution 6.5(won by default) 19 Not enough data Cross-system Integration 7.0(won by default) 18 Not enough data Adaptive Learning 6.2(won by default) 17 Not enough data Proactive Assistance 6.6(won by default) 18 Not enough data Machine Learning Not enough data Not enough data Behavioral Analytics - Product Analytics Multi-Product Analytics Not enough data Not enough data User level Analytics Not enough data Not enough data Segmentation Not enough data Not enough data Account level Analytics Not enough data Not enough data Funnels Not enough data Not enough data Platform Infrastructure - Product Analytics 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 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 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 Digital Adoption Platform[Hide 62 FeaturesShow 62 Features](javascript:void(0);) Not enough data 6.8 63 User Analysis Survey Implementation Not enough data 7.1(won by default) 50 Data Analysis Not enough data 7.0(won by default) 55 Real-Time Data Not enough data Not enough data Real-Time Notifications Not enough data Not enough data User Support User Segmentation Not enough data 7.9(won by default) 55 Multi-Language Support Not enough data 6.9(won by default) 39 Behavior-responsive Messaging Not enough data Feature Not Available Walkthrough Type Text Bubble Walkthroughs Not enough data 6.6(won by default) 41 Audio-visual Walkthroughs Not enough data Feature Not Available Platform Basics - Digital Adoption Platform Integration Not enough data 7.1(won by default) 7 Communications Not enough data 6.4(won by default) 7 Analytics - Digital Adoption Platform Analytics Not enough data 6.2(won by default) 7 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 Customer self-service Not enough data 7.1(won by default) 7 In-app guidance Not enough data 5.8(won by default) 8 Contextual Guidance Not enough data Not enough data Agentic AI - Digital Adoption Platform 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 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 Data Quality[Hide 49 FeaturesShow 49 Features](javascript:void(0);) 7.6 72 Not enough data Functionality Identification 7.6(won by default) 53 Not enough data Correction 7.4(won by default) 49 Not enough data Normalization 7.6(won by default) 45 Not enough data Preventative Cleaning 7.3(won by default) 48 Not enough data Data Matching 7.3(won by default) 53 Not enough data Real-Time Data Not enough data Not enough data Management Reporting 8.2(won by default) 60 Not enough data Automation 8.4(won by default) 61 Not enough data Quality Audits 7.3(won by default) 47 Not enough data Dashboard 8.3(won by default) 63 Not enough data Governance 8.1(won by default) 48 Not enough data Generative AI AI Text Generation 6.3(won by default) 30 Not enough data AI Text Summarization 6.6(won by default) 30 Not enough data Generative AI Not enough data Not enough data Additional Functionality 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 Show 6 feature categories with incomplete data Artificial Intelligence[Hide 37 FeaturesShow 37 Features](javascript:void(0);) Not enough data Not enough data Additional Functionality 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[Hide 45 FeaturesShow 45 Features](javascript:void(0);) Not enough data Not enough data Additional Functionality 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 SAP Store[Hide 7 FeaturesShow 7 Features](javascript:void(0);) Not enough data Not enough data Agentic AI - SAP Store 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 For Business Operations[Hide 76 FeaturesShow 76 Features](javascript:void(0);) Not enough data Not enough data Automation - AI Agents 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 Responses 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 Autonomy - AI Agents 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 Platform 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 Generative AI AI Text Generation Not enough data Not enough data AI Text Summarization Not enough data Not enough data Additional Functionality 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 Professional Services Automation[Hide 73 FeaturesShow 73 Features](javascript:void(0);) Not enough data Not enough data Customer Management 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 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 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 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 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 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 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 Artificial Intelligence - Professional Services Automation 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 Generative AI 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 Agentic AI - Professional Services Automation Adaptive Learning Not enough data Not enough data Proactive Assistance Not enough data Not enough data Additional Functionality 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 AI Agents[Hide 7 FeaturesShow 7 Features](javascript:void(0);) Not enough data Not enough data Agentic AI - AI Agents 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 User Insights Reviewers' Company Size [![Planhat](https://images.g2crowd.com/uploads/product/hd_favicon/419a7323b926f3ff16b400b2b7ca40c1/planhat%282%29.svg "Planhat")](https://www.g2.com/products/planhat/reviews) Planhat Small-Business(50 or fewer emp.) 32.2% Mid-Market(51-1000 emp.) 60.9% Enterprise(\> 1000 emp.) 6.9% [![Totango](https://images.g2crowd.com/uploads/product/hd_favicon/b1404b38f1aa49d5ed67749ecadcf286/totango.svg "Totango")](https://www.g2.com/products/totango/reviews) Totango Small-Business(50 or fewer emp.) 22.3% Mid-Market(51-1000 emp.) 57.0% Enterprise(\> 1000 emp.) 20.7% Small-Business (50 or fewer emp.) 32.2% 22.3% Mid-Market (51-1000 emp.) 60.9% 57.0% Enterprise (\> 1000 emp.) 6.9% 20.7% Reviewers' Industry [![Planhat](https://images.g2crowd.com/uploads/product/hd_favicon/419a7323b926f3ff16b400b2b7ca40c1/planhat%282%29.svg "Planhat")](https://www.g2.com/products/planhat/reviews) Planhat Computer Software 37.2% Information Technology and Services 18.7% Marketing and Advertising 7.8% Financial Services 2.5% Education Management 2.3% Other 31.4% [![Totango](https://images.g2crowd.com/uploads/product/hd_favicon/b1404b38f1aa49d5ed67749ecadcf286/totango.svg "Totango")](https://www.g2.com/products/totango/reviews) Totango Computer Software 36.2% Information Technology and Services 19.0% Telecommunications 4.3% Internet 3.4% Marketing and Advertising 3.4% Other 33.8% FAQs ## Planhat vs Totango FAQs Generated using AI Last updated: August 14, 2026 ### 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. 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