# Totango vs Velaris Comparison
---
## AI Generated Summary
- **G2 reviewers report** that Totango excels in user-friendliness, with many users appreciating its seamless integration with Salesforce. This feature allows updates made in Salesforce to automatically reflect in Totango, making it incredibly convenient for managing customer data.
- **Users say** that Velaris stands out for its exceptional quality of service, with one reviewer highlighting the onboarding experience facilitated by their Customer Success Manager. This personalized support helps streamline the initial setup, making it easier for teams to get started.
- **Reviewers mention** that while Totango provides intuitive dashboards for tracking customer health and engagement, Velaris offers a more comprehensive aggregation of client data. Users find that Velaris consolidates various tools into a single platform, significantly simplifying data management.
- **According to verified reviews** , Velaris outperforms Totango in terms of support quality, with users praising the responsiveness and effectiveness of Velaris&#39;s customer service. This high level of support contributes to a more positive overall experience for users.
- **G2 reviewers highlight** that Totango&#39;s reporting capabilities are strong, but Velaris takes it a step further by allowing users to pull detailed reports on adoption, usage, and customer segments. This feature enhances visibility and helps teams make informed decisions based on comprehensive data.
- **Users report** that while both platforms cater well to mid-market businesses, Totango has a larger volume of reviews, indicating a broader user base. However, Velaris&#39;s higher ratings in specific areas like ease of setup and automation features suggest it may be a better fit for teams looking for a streamlined experience.




| | Totango | Velaris | 
|---|---|---|
| **Star Rating** | 4.3 out of 5 | 4.5 out of 5 | 
| **Total Reviews** | 1,150 | 126 | 
| **Largest Market Segment** | Mid-Market (57.0% of reviews) | Mid-Market (53.2% of reviews) | 
| **Entry Level Price** | Contact Us Per Year | No pricing available | 

---
## Top Pros & Cons

### Totango

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

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

### Velaris

Pros:
- Automation (5 reviews)
- AI Integration (4 reviews)

Cons:
- Implementation Issues (1 reviews)
- Learning Curve (1 reviews)

---
## Ratings Comparison
| Rating | Totango | Velaris | 
|---|---|---|
  | **Meets Requirements** | 8.3 (970 reviews) | 8.7 (112 reviews) | 
  | **Ease of Use** | 8.2 (984 reviews) | 8.6 (114 reviews) | 
  | **Ease of Setup** | 7.4 (494 reviews) | 8.1 (90 reviews) | 
  | **Ease of Admin** | 7.8 (362 reviews) | 9.0 (43 reviews) | 
  | **Quality of Support** | 8.4 (816 reviews) | 9.5 (112 reviews) | 
  | **Has the product been a good partner in doing business?** | 8.6 (361 reviews) | 9.4 (43 reviews) | 
  | **Product Direction (% positive)** | 8.7 (946 reviews) | 9.6 (113 reviews) | 

---
## Pricing

### 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

### Velaris

#### Entry-Level Pricing

No pricing available

#### Free Trial

No information available

---
## Features Comparison By Category

### Collaboration &amp; Productivity

| Product | Score | Reviews |
|---|---|---|
| **Totango** | N/A | N/A |
| **Velaris** | N/A | N/A |

#### Additional Functionality

| Feature | Totango | Velaris | 
|---|---|---|
| **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 &amp; 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 &amp; 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 |
|---|---|---|
| **Totango** | 7.9/10 | 822 |
| **Velaris** | 8.6/10 | 99 |

#### Customer Information

| Feature | Totango | Velaris | 
|---|---|---|
| **Customer Health Scores** | 8.2 (775 reviews) ✓ Verified | 8.9 (96 reviews) | 
| **Customer Monitoring** | 8.4 (753 reviews) ✓ Verified | 8.9 (91 reviews) | 
| **Customer Profiles** | 8.4 (748 reviews) ✓ Verified | 8.8 (94 reviews) | 
| **Playbooks** | 7.7 (639 reviews) ✓ Verified | 8.7 (87 reviews) | 
| **Customer Segments** | 8.5 (759 reviews) ✓ Verified | 8.6 (87 reviews) | 
| **Product Engagement** | 8.0 (697 reviews) ✓ Verified | 8.6 (85 reviews) | 
| **Surveys** | 7.3 (569 reviews) ✓ Verified | 8.4 (84 reviews) | 
| **NPS of Customers** | Not enough data | Not enough data | 
| **Customer Engagement** | Not enough data | Not enough data | 

#### Predictions

| Feature | Totango | Velaris | 
|---|---|---|
| **Churn Risk** | 7.8 (667 reviews) ✓ Verified | 8.6 (85 reviews) | 
| **Upsell Opportunities** | 7.1 (634 reviews) ✓ Verified | 8.2 (83 reviews) | 
| **Custom Triggers** | 7.9 (674 reviews) ✓ Verified | 8.6 (84 reviews) | 
| **Machine Learning** | 6.6 (495 reviews) ✓ Verified | 7.8 (80 reviews) | 

#### Platform

| Feature | Totango | Velaris | 
|---|---|---|
| **Reporting &amp; Dashboards** | 8.0 (756 reviews) ✓ Verified | 8.5 (87 reviews) | 
| **Third-Party Integrations** | 7.7 (692 reviews) ✓ Verified | 8.7 (90 reviews) | 
| **Data Import &amp; Export Tools** | 7.9 (690 reviews) ✓ Verified | 8.6 (85 reviews) | 
| **Workflow Capability** | 8.0 (701 reviews) ✓ Verified | 8.5 (85 reviews) | 
| **Notifications** | 7.9 (726 reviews) ✓ Verified | 8.3 (87 reviews) | 
| **Customization** | 7.9 (717 reviews) ✓ Verified | 8.5 (90 reviews) | 
| **Scalability** | 8.3 (710 reviews) ✓ Verified | 8.8 (84 reviews) | 
| **Data Security** | 8.5 (632 reviews) ✓ Verified | 9.0 (81 reviews) | 
| **Performance &amp; Reliability** | 8.2 (742 reviews) ✓ Verified | 8.7 (86 reviews) | 
| **User, Role, and Access Management** | 8.3 (710 reviews) ✓ Verified | 8.8 (86 reviews) | 
| **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 | Totango | Velaris | 
|---|---|---|
| **AI Text Generation** | Feature Not Available | 8.1 (55 reviews) | 
| **AI Text Summarization** | Feature Not Available | 8.2 (55 reviews) | 
| **Generative AI** | Not enough data | Not enough data | 

#### Agentic AI - Customer Success

| Feature | Totango | Velaris | 
|---|---|---|
| **Autonomous Task Execution** | 7.5 (53 reviews) | 8.8 (12 reviews) | 
| **Multi-step Planning** | 7.8 (52 reviews) | Not enough data | 
| **Cross-system Integration** | 8.0 (51 reviews) | 9.7 (13 reviews) | 
| **Natural Language Interaction** | 7.7 (51 reviews) | Not enough data | 
| **Proactive Assistance** | 7.6 (52 reviews) | 8.7 (14 reviews) | 
| **Social Media Integration** | Not enough data | Not enough data | 
| **Multi-Language** | Not enough data | Not enough data | 

#### Additional Functionality

| Feature | Totango | Velaris | 
|---|---|---|
| **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 &amp; 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 &amp; Drop** | Not enough data | Not enough data | 
| **Customer History** | Not enough data | Not enough data | 
| **Reporting &amp; Statistics** | Not enough data | Not enough data | 
| **Reporting/Analytics** | Not enough data | Not enough data | 
| **Customizable Forms** | Not enough data | Not enough data | 
| **Customizable Branding** | Not enough data | Not enough data | 
| **Usage Tracking/Analytics** | Not enough data | Not enough data | 
| **Multi-Channel Communication** | Not enough data | Not enough data | 
| **Account Alerts** | Not enough data | Not enough data | 

### Digital Adoption Platform

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

#### User Analysis

| Feature | Totango | Velaris | 
|---|---|---|
| **Survey Implementation** | 7.1 (50 reviews) | Not enough data | 
| **Data Analysis** | 7.0 (55 reviews) | Not enough data | 
| **Real-Time Data** | Not enough data | Not enough data | 
| **Real-Time Notifications** | Not enough data | Not enough data | 

#### User Support

| Feature | Totango | Velaris | 
|---|---|---|
| **User Segmentation** | 7.9 (55 reviews) | Not enough data | 
| **Multi-Language Support** | 6.9 (39 reviews) | Not enough data | 
| **Behavior-responsive Messaging** | Feature Not Available | Not enough data | 

#### Walkthrough Type

| Feature | Totango | Velaris | 
|---|---|---|
| **Audio-visual Walkthroughs** | Feature Not Available | Not enough data | 
| **Text Bubble Walkthroughs** | 6.6 (41 reviews) | Not enough data | 

#### Platform Basics - Digital Adoption Platform

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

#### Analytics - Digital Adoption Platform

| Feature | Totango | Velaris | 
|---|---|---|
| **Analytics** | 6.2 (7 reviews) | Not enough data | 
| **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 | Totango | Velaris | 
|---|---|---|
| **Customer self-service** | 7.1 (7 reviews) | Not enough data | 
| **In-app guidance** | 5.8 (8 reviews) | Not enough data | 
| **Contextual Guidance** | Not enough data | Not enough data | 

#### Agentic AI - Digital Adoption Platform

| Feature | Totango | Velaris | 
|---|---|---|
| **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 | Totango | Velaris | 
|---|---|---|
| **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 &amp; 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 &amp; Feedback** | Not enough data | Not enough data | 
| **Content Creation** | Not enough data | Not enough data | 

### Customer Data Platform (CDP)

| Product | Score | Reviews |
|---|---|---|
| **Totango** | 7.6/10 | 224 |
| **Velaris** | N/A | N/A |

#### Data Sourcing

| Feature | Totango | Velaris | 
|---|---|---|
| **Data Enrichment** | 8.1 (178 reviews) ✓ Verified | Not enough data | 
| **Expandability** | 8.1 (178 reviews) ✓ Verified | Not enough data | 
| **Content Marketing** | 7.1 (110 reviews) | Not enough data | 
| **Multiple Devices** | 7.6 (113 reviews) | Not enough data | 
| **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 | Totango | Velaris | 
|---|---|---|
| **Marketing Metrics** | Feature Not Available | Not enough data | 
| **Predictive Modeling** | 7.2 (157 reviews) ✓ Verified | Not enough data | 
| **Recommendation Engine** | Feature Not Available | Not enough data | 

#### Additional Functionality

| Feature | Totango | Velaris | 
|---|---|---|
| **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 &amp; 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 &amp; 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 |
|---|---|---|
| **Totango** | 7.7/10 | 92 |
| **Velaris** | N/A | N/A |

#### Sales Team

| Feature | Totango | Velaris | 
|---|---|---|
| **Flexible Sales Process** | 7.4 (68 reviews) | Not enough data | 
| **Training Mode** | Feature Not Available | Not enough data | 
| **Playbooks** | 7.6 (74 reviews) | Not enough data | 

#### Intelligence

| Feature | Totango | Velaris | 
|---|---|---|
| **Opportunity Identification** | 7.3 (72 reviews) | Not enough data | 
| **Zero-touch Renewals** | 6.8 (66 reviews) | Not enough data | 
| **Smart Content** | 6.8 (62 reviews) | Not enough data | 

#### Mapping

| Feature | Totango | Velaris | 
|---|---|---|
| **Multiple Org Charts** | Feature Not Available | Not enough data | 
| **Stakeholder Roles** | Feature Not Available | Not enough data | 

#### Agentic AI - Customer Revenue Optimization

| Feature | Totango | Velaris | 
|---|---|---|
| **Autonomous Task Execution** | 8.6 (7 reviews) | Not enough data | 
| **Cross-system Integration** | 8.6 (7 reviews) | Not enough data | 
| **Adaptive Learning** | 8.1 (7 reviews) | Not enough data | 
| **Natural Language Interaction** | 7.9 (7 reviews) | Not enough data | 
| **Proactive Assistance** | 8.3 (7 reviews) | Not enough data | 
| **Decision Making** | 7.9 (8 reviews) | Not enough data | 

### Customer Journey Mapping

| Product | Score | Reviews |
|---|---|---|
| **Totango** | 7.7/10 | 192 |
| **Velaris** | N/A | N/A |

#### Platform Basics

| Feature | Totango | Velaris | 
|---|---|---|
| **Customizable Templates** | 8.0 (143 reviews) | Not enough data | 
| **Exporting** | 7.7 (146 reviews) | Not enough data | 
| **Multi-user Access and Collaboration** | 8.2 (139 reviews) | Not enough data | 
| **Multiple Personas** | Feature Not Available | Not enough data | 
| **Data Analytics ** | 7.6 (132 reviews) | Not enough data | 
| **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 | Totango | Velaris | 
|---|---|---|
| **Autonomous Task Execution** | 7.1 (18 reviews) | Not enough data | 

#### Additional Functionality

| Feature | Totango | Velaris | 
|---|---|---|
| **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 &amp; 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 &amp; Feedback** | Not enough data | Not enough data | 
| **Data Import/Export** | Not enough data | Not enough data | 
| **Reporting &amp; Statistics** | Not enough data | Not enough data | 
| **Communication Management** | Not enough data | Not enough data | 
| **Attribution Modeling** | Not enough data | Not enough data | 
| **Action Management** | Not enough data | Not enough data | 
| **Map Sharing** | Not enough data | Not enough data | 
| **Engagement Tracking** | Not enough data | Not enough data | 
| **Customizable Branding** | Not enough data | Not enough data | 
| **Generative AI** | Not enough data | Not enough data | 
| **Customer Touchpoints** | Not enough data | Not enough data | 
| **Customer Experience Management** | Not enough data | Not enough data | 
| **Diagramming** | Not enough data | Not enough data | 
| **Campaign Management** | Not enough data | Not enough data | 
| **A/B Testing** | Not enough data | Not enough data | 
| **Storyboarding** | Not enough data | Not enough data | 
| **Customer Segmentation** | Not enough data | Not enough data | 

### Customer Journey Analytics

| Product | Score | Reviews |
|---|---|---|
| **Totango** | 8.1/10 | 270 |
| **Velaris** | N/A | N/A |

#### Platform Basics

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

#### Platform Data

| Feature | Totango | Velaris | 
|---|---|---|
| **Journey Reporting** | 8.0 (221 reviews) ✓ Verified | Not enough data | 
| **Trends Reporting** | 7.9 (222 reviews) ✓ Verified | Not enough data | 
| **Dashboards** | 8.3 (242 reviews) ✓ Verified | Not enough data | 
| **Advanced Data Filtering** | 8.2 (227 reviews) ✓ Verified | Not enough data | 

#### Platform Additional Functionality

| Feature | Totango | Velaris | 
|---|---|---|
| **Journey Mapping** | 8.2 (219 reviews) ✓ Verified | Not enough data | 
| **Integrations** | 7.9 (227 reviews) ✓ Verified | Not enough data | 
| **Automated Alerts** | 8.1 (199 reviews) | Not enough data | 

#### Agentic AI - Customer Journey Analytics

| Feature | Totango | Velaris | 
|---|---|---|
| **Autonomous Task Execution** | 7.3 (15 reviews) | Not enough data | 
| **Cross-system Integration** | 8.4 (15 reviews) | Not enough data | 
| **Adaptive Learning** | 8.0 (15 reviews) | Not enough data | 
| **Proactive Assistance** | 7.8 (15 reviews) | Not enough data | 

### Experience Management

| Product | Score | Reviews |
|---|---|---|
| **Totango** | 7.8/10 | 126 |
| **Velaris** | N/A | N/A |

#### Analytics

| Feature | Totango | Velaris | 
|---|---|---|
| **Net Promoter Score (NPS)** | 8.1 (101 reviews) | Not enough data | 
| **Customer Satisfaction (CSAT) Score** | 8.2 (95 reviews) | Not enough data | 
| **Customer Effort Score (CES)** | Feature Not Available | Not enough data | 
| **Gamification** | Feature Not Available | Not enough data | 

#### Customization

| Feature | Totango | Velaris | 
|---|---|---|
| **Stakeholder Management** | 8.0 (90 reviews) | Not enough data | 
| **Multilanguage Support** | Feature Not Available | Not enough data | 
| **Multiple Branding Support** | 7.6 (76 reviews) | Not enough data | 
| **Vertical-specific Solutions** | Feature Not Available | Not enough data | 
| **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 | Totango | Velaris | 
|---|---|---|
| **AI Text Generation** | 6.4 (51 reviews) | Not enough data | 
| **AI Text Summarization** | 6.4 (52 reviews) | Not enough data | 
| **Generative AI** | Not enough data | Not enough data | 

#### Agentic AI - Experience Management

| Feature | Totango | Velaris | 
|---|---|---|
| **Autonomous Task Execution** | 8.1 (8 reviews) | Not enough data | 
| **Cross-system Integration** | 8.5 (8 reviews) | Not enough data | 
| **Natural Language Interaction** | 8.5 (8 reviews) | Not enough data | 
| **Proactive Assistance** | 8.5 (8 reviews) | Not enough data | 
| **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 | Totango | Velaris | 
|---|---|---|
| **Real-Time Reporting** | Not enough data | Not enough data | 
| **Drag &amp; Drop** | Not enough data | Not enough data | 
| **Surveys &amp; Feedback** | Not enough data | Not enough data | 
| **Dashboard** | Not enough data | Not enough data | 
| **NPS Survey Structure** | Not enough data | Not enough data | 
| **Customizable Forms** | Not enough data | Not enough data | 
| **Visual Analytics** | Not enough data | Not enough data | 
| **Data Visualization** | Not enough data | Not enough data | 
| **Customer Segmentation** | Not enough data | Not enough data | 
| **Tagging** | Not enough data | Not enough data | 
| **Customer Journey Mapping** | Not enough data | Not enough data | 
| **Text Analysis** | Not enough data | Not enough data | 
| **Customizable Reports** | Not enough data | Not enough data | 
| **Real-Time Notifications** | Not enough data | Not enough data | 
| **Alerts/Notifications** | Not enough data | Not enough data | 
| **Access Controls/Permissions** | Not enough data | Not enough data | 
| **CRM** | Not enough data | Not enough data | 
| **Multi-Channel Data Collection** | Not enough data | Not enough data | 
| **Multi-Channel Communication** | Not enough data | Not enough data | 
| **Customizable Fields** | Not enough data | Not enough data | 
| **Real-Time Analytics** | Not enough data | Not enough data | 
| **Predictive Analytics** | Not enough data | Not enough data | 
| **Collaboration Tools** | Not enough data | Not enough data | 
| **Sentiment Analysis** | Not enough data | Not enough data | 
| **Trend Analysis** | Not enough data | Not enough data | 
| **API** | Not enough data | Not enough data | 
| **AI Copilot** | Not enough data | Not enough data | 
| **Engagement Tracking** | Not enough data | Not enough data | 
| **Customizable Templates** | Not enough data | Not enough data | 
| **Reporting/Analytics** | Not enough data | Not enough data | 

### Client Onboarding

| Product | Score | Reviews |
|---|---|---|
| **Totango** | 8.1/10 | 243 |
| **Velaris** | N/A | N/A |

#### Onboarding Setup

| Feature | Totango | Velaris | 
|---|---|---|
| **Workflows** | 8.2 (221 reviews) | Not enough data | 
| **Templates** | 7.9 (212 reviews) | Not enough data | 
| **Checklists** | 8.0 (202 reviews) | Not enough data | 

#### Project Tracking

| Feature | Totango | Velaris | 
|---|---|---|
| **Monitoring** | 8.2 (199 reviews) | Not enough data | 
| **Resources** | Feature Not Available | Not enough data | 
| **Content** | 8.0 (195 reviews) | Not enough data | 
| **Tasks** | 8.4 (212 reviews) | Not enough data | 
| **Optimization** | 8.0 (193 reviews) | Not enough data | 
| **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 | Totango | Velaris | 
|---|---|---|
| **Portal** | 7.9 (188 reviews) | Not enough data | 
| **Customer Engagement** | 8.0 (204 reviews) | Not enough data | 
| **Branding** | 7.7 (199 reviews) | Not enough data | 
| **Visibility** | 8.3 (198 reviews) | Not enough data | 
| **Collaboration** | Feature Not Available | Not enough data | 
| **Customizable Branding** | Not enough data | Not enough data | 

#### Additional Functionality

| Feature | Totango | Velaris | 
|---|---|---|
| **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 &amp; Drop** | Not enough data | Not enough data | 
| **Performance Metrics** | Not enough data | Not enough data | 
| **Reporting &amp; 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 &amp; 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 |
|---|---|---|
| **Totango** | N/A | N/A |
| **Velaris** | N/A | N/A |

#### Agentic AI - SAP Store

| Feature | Totango | Velaris | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 
| **Multi-step Planning** | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | 
| **Adaptive Learning** | Not enough data | Not enough data | 
| **Natural Language Interaction** | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | 
| **Decision Making** | Not enough data | Not enough data | 

---
## Categories
**Shared Categories (1):** [Customer Success Software](https://www.g2.com/categories/customer-success)

**Unique to Totango (8):** [Client Onboarding Software](https://www.g2.com/categories/client-onboarding), [Customer Revenue Optimization (CRO) Software](https://www.g2.com/categories/customer-revenue-optimization), [Customer Data Platforms (CDP)](https://www.g2.com/categories/customer-data-platform-cdp), [Experience Management Software](https://www.g2.com/categories/experience-management), [Customer Journey Mapping Tools](https://www.g2.com/categories/customer-journey-mapping), [Digital Adoption Platforms](https://www.g2.com/categories/digital-adoption-platform), [Customer Journey Analytics Software](https://www.g2.com/categories/customer-journey-analytics), [SAP Store Software](https://www.g2.com/categories/sap-store)



---
## Reviewer Demographics

### By Company Size

| Segment | Totango | Velaris | 
|---|---|---|
| **Small-Business** | 22.3% | 42.1% | 
| **Mid-Market** | 57.0% | 53.2% | 
| **Enterprise** | 20.7% | 4.8% | 

### By Industry

#### Totango

- **Computer Software:** 36.2%
- **Information Technology and Services:** 19.0%
- **Telecommunications:** 4.3%
- **Internet:** 3.4%
- **Marketing and Advertising:** 3.4%
- **Computer &amp; Network Security:** 3.1%
- **Financial Services:** 2.6%
- **Hospital &amp; Health Care:** 1.6%
- **Education Management:** 1.5%
- **E-Learning:** 1.5%
- **Other:** 23.5%

#### Velaris

- **Computer Software:** 26.5%
- **Information Technology and Services:** 19.7%
- **Marketing and Advertising:** 11.1%
- **Logistics and Supply Chain:** 5.1%
- **Accounting:** 4.3%
- **Hospitality:** 2.6%
- **Legal Services:** 2.6%
- **Leisure, Travel &amp; Tourism:** 2.6%
- **Mental Health Care:** 2.6%
- **Human Resources:** 1.7%
- **Other:** 21.4%

---
## Alternatives

### 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 (1616 reviews)
- [Planhat](https://www.g2.com/products/planhat/reviews) — 4.5/5 stars (958 reviews)
- [Gainsight Customer Success](https://www.g2.com/products/gainsight-customer-success/reviews) — 4.5/5 stars (1762 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 (1420 reviews)

### Alternatives to Velaris

- [ChurnZero](https://www.g2.com/products/churnzero/reviews) — 4.7/5 stars (1616 reviews)
- [Vitally](https://www.g2.com/products/vitally/reviews) — 4.5/5 stars (708 reviews)
- [Custify](https://www.g2.com/products/custify/reviews) — 4.7/5 stars (530 reviews)
- [Planhat](https://www.g2.com/products/planhat/reviews) — 4.5/5 stars (958 reviews)
- [Gainsight Customer Success](https://www.g2.com/products/gainsight-customer-success/reviews) — 4.5/5 stars (1762 reviews)
- [ClientSuccess](https://www.g2.com/products/clientsuccess/reviews) — 4.4/5 stars (424 reviews)
- [Catalyst](https://www.g2.com/products/totango-catalyst/reviews) — 4.5/5 stars (660 reviews)
- [HubSpot Service Hub](https://www.g2.com/products/hubspot-service-hub/reviews) — 4.4/5 stars (2924 reviews)
- [Aviso](https://www.g2.com/products/aviso/reviews) — 4.3/5 stars (990 reviews)
- [TeamSupport](https://www.g2.com/products/teamsupport/reviews) — 4.4/5 stars (891 reviews)

---
## Top Discussions

### 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&#39;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&#39;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..."

### Velaris

No discussions available for this product.

---
**Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/totango-vs-velaris)

