# Totango vs Vitally Comparison
---
## AI Generated Summary
- **G2 reviewers report** that Vitally excels in providing a comprehensive view of customer health, with users appreciating its ability to segment data effectively. One user highlighted the flexibility of the Customer Health Score, allowing for granular insights that cater to different account types.
- **Users say** that Totango stands out for its seamless integration with Salesforce, making it incredibly convenient for teams that rely on this CRM. Reviewers noted that updates in Salesforce automatically reflect in Totango, enhancing workflow efficiency.
- **According to verified reviews** , Vitally's Playbooks feature is a significant advantage, enabling users to create custom workflows based on client activity. This adaptability is particularly valuable for teams looking to tailor their customer engagement strategies.
- **Reviewers mention** that Totango is user-friendly, with intuitive dashboards that simplify tracking customer health and engagement. Users appreciate the clarity it provides in managing renewals and customer success activities without the need for multiple tools.
- **G2 reviewers highlight** that while both products are well-rated, Vitally has a slight edge in overall user satisfaction, reflected in its higher G2 Score. This suggests that users find it more effective in meeting their needs, particularly in customer revenue optimization.
- **Users report** that Totango's ease of use is a strong point, but some have noted challenges with setup compared to Vitally, which is praised for its straightforward implementation process. This difference can impact how quickly teams can start leveraging the software effectively.



| | Totango | Vitally | 
|---|---|---|
| **Star Rating** | 4.3 out of 5 | 4.5 out of 5 | 
| **Total Reviews** | 1,150 | 698 | 
| **Largest Market Segment** | Mid-Market (57.0% of reviews) | Mid-Market (55.5% 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)

### Vitally

Pros:
- Ease of Use (38 reviews)
- Intuitive (23 reviews)

Cons:
- Complexity (10 reviews)
- Learning Curve (10 reviews)

---
## Ratings Comparison
| Rating | Totango | Vitally | 
|---|---|---|
  | **Meets Requirements** | 8.3 (970 reviews) | 8.7 (558 reviews) | 
  | **Ease of Use** | 8.2 (984 reviews) | 8.4 (576 reviews) | 
  | **Ease of Setup** | 7.4 (494 reviews) | 8.1 (317 reviews) | 
  | **Ease of Admin** | 7.8 (362 reviews) | 8.7 (212 reviews) | 
  | **Quality of Support** | 8.4 (816 reviews) | 9.0 (470 reviews) | 
  | **Has the product been a good partner in doing business?** | 8.6 (361 reviews) | 9.3 (212 reviews) | 
  | **Product Direction (% positive)** | 8.7 (946 reviews) | 9.1 (534 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

### Vitally

#### Entry-Level Pricing

No pricing available

#### Free Trial

Yes

---
## Features Comparison By Category

### Customer Success

| Product | Score | Reviews |
|---|---|---|
| **Totango** | 7.9/10 | 822 |
| **Vitally** | 8.5/10 | 465 |

#### Customer Information

| Feature | Totango | Vitally | 
|---|---|---|
| **Customer Health Scores** | 8.2 (775 reviews) ✓ Verified | 8.7 (438 reviews) ✓ Verified | 
| **Customer Monitoring** | 8.4 (753 reviews) ✓ Verified | 8.9 (438 reviews) ✓ Verified | 
| **Customer Profiles** | 8.4 (748 reviews) ✓ Verified | 8.8 (433 reviews) ✓ Verified | 
| **Playbooks** | 7.7 (639 reviews) ✓ Verified | 8.4 (422 reviews) ✓ Verified | 
| **Customer Segments** | 8.5 (759 reviews) ✓ Verified | 8.8 (435 reviews) ✓ Verified | 
| **Product Engagement** | 8.0 (697 reviews) ✓ Verified | 8.6 (409 reviews) ✓ Verified | 
| **Surveys** | 7.3 (569 reviews) ✓ Verified | 7.6 (350 reviews) ✓ Verified | 

#### Predictions

| Feature | Totango | Vitally | 
|---|---|---|
| **Churn Risk** | 7.8 (667 reviews) ✓ Verified | 8.1 (408 reviews) ✓ Verified | 
| **Upsell Opportunities** | 7.1 (634 reviews) ✓ Verified | 7.7 (374 reviews) ✓ Verified | 
| **Custom Triggers** | 7.9 (674 reviews) ✓ Verified | 8.5 (389 reviews) ✓ Verified | 
| **Machine Learning** | 6.6 (495 reviews) ✓ Verified | 6.7 (324 reviews) ✓ Verified | 

#### Platform

| Feature | Totango | Vitally | 
|---|---|---|
| **Reporting & Dashboards** | 8.0 (756 reviews) ✓ Verified | 8.5 (418 reviews) ✓ Verified | 
| **API & Integrations** | 7.7 (692 reviews) ✓ Verified | 8.4 (395 reviews) ✓ Verified | 
| **Data Import & Export Tools** | 7.9 (690 reviews) ✓ Verified | 8.2 (380 reviews) ✓ Verified | 
| **Workflow Capability** | 8.0 (701 reviews) ✓ Verified | 8.5 (389 reviews) ✓ Verified | 
| **Notifications** | 7.9 (726 reviews) ✓ Verified | 8.2 (403 reviews) ✓ Verified | 
| **Customization** | 7.9 (717 reviews) ✓ Verified | 8.7 (411 reviews) ✓ Verified | 
| **Scalability** | 8.3 (710 reviews) ✓ Verified | 8.8 (393 reviews) ✓ Verified | 
| **Data Security** | 8.5 (632 reviews) ✓ Verified | 8.8 (362 reviews) ✓ Verified | 
| **Performance & Reliability** | 8.2 (742 reviews) ✓ Verified | 8.8 (402 reviews) ✓ Verified | 
| **User, Role, and Access Management** | 8.3 (710 reviews) ✓ Verified | 8.8 (388 reviews) ✓ Verified | 

#### Agentic AI - Customer Success

| Feature | Totango | Vitally | 
|---|---|---|
| **Autonomous Task Execution** | 7.5 (53 reviews) | 8.8 (11 reviews) | 
| **Multi-step Planning** | 7.8 (52 reviews) | 8.6 (12 reviews) | 
| **Cross-system Integration** | 8.0 (51 reviews) | 8.7 (13 reviews) | 
| **Natural Language Interaction** | 7.7 (51 reviews) | 9.2 (12 reviews) | 
| **Proactive Assistance** | 7.6 (52 reviews) | 8.2 (11 reviews) | 

### Digital Adoption Platform

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

#### User Analysis

| Feature | Totango | Vitally | 
|---|---|---|
| **Survey Implementation** | 7.1 (50 reviews) | Not enough data | 
| **Data Analysis** | 7.0 (55 reviews) | Not enough data | 

#### User Support

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

#### Analytics - Digital Adoption Platform

| Feature | Totango | Vitally | 
|---|---|---|
| **Analytics** | 6.2 (7 reviews) | Not enough data | 

#### Functions - Digital Adoption Platform

| Feature | Totango | Vitally | 
|---|---|---|
| **Customer self-service** | 7.1 (7 reviews) | Not enough data | 
| **In-app guidance** | 5.8 (8 reviews) | Not enough data | 

#### Agentic AI - Digital Adoption Platform

| Feature | Totango | Vitally | 
|---|---|---|
| **Adaptive Learning** | Not enough data | Not enough data | 

### Customer Data Platform (CDP)

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

#### Data Sourcing

| Feature | Totango | Vitally | 
|---|---|---|
| **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 | 

#### Intelligence

| Feature | Totango | Vitally | 
|---|---|---|
| **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 | 

### Customer Revenue Optimization

| Product | Score | Reviews |
|---|---|---|
| **Totango** | 7.7/10 | 92 |
| **Vitally** | 7.8/10 | 111 |

#### Sales Team

| Feature | Totango | Vitally | 
|---|---|---|
| **Flexible Sales Process** | 7.4 (68 reviews) | 7.9 (89 reviews) | 
| **Training Mode** | Feature Not Available | 7.6 (90 reviews) | 
| **Playbooks** | 7.6 (74 reviews) | 8.4 (104 reviews) | 

#### Intelligence

| Feature | Totango | Vitally | 
|---|---|---|
| **Opportunity Identification** | 7.3 (72 reviews) | 8.2 (99 reviews) | 
| **Zero-touch Renewals** | 6.8 (66 reviews) | 7.5 (94 reviews) | 
| **Smart Content** | 6.8 (62 reviews) | 7.6 (90 reviews) | 

#### Mapping

| Feature | Totango | Vitally | 
|---|---|---|
| **Multiple Org Charts** | Feature Not Available | 7.5 (88 reviews) | 
| **Stakeholder Roles** | Feature Not Available | 8.0 (96 reviews) | 

#### Agentic AI - Customer Revenue Optimization

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

#### Platform Basics

| Feature | Totango | Vitally | 
|---|---|---|
| **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 | 

#### Agentic AI - Customer Journey Mapping

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

### Customer Journey Analytics

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

#### Platform Basics

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

#### Platform Data

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

#### Analytics

| Feature | Totango | Vitally | 
|---|---|---|
| **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 | Vitally | 
|---|---|---|
| **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 | 

#### Generative AI

| Feature | Totango | Vitally | 
|---|---|---|
| **AI Text Generation** | 6.4 (51 reviews) | Not enough data | 
| **AI Text Summarization** | 6.4 (52 reviews) | Not enough data | 

#### Agentic AI - Experience Management

| Feature | Totango | Vitally | 
|---|---|---|
| **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 | 

### Client Onboarding

| Product | Score | Reviews |
|---|---|---|
| **Totango** | 8.1/10 | 243 |
| **Vitally** | 8.3/10 | 140 |

#### Onboarding Setup

| Feature | Totango | Vitally | 
|---|---|---|
| **Workflows** | 8.2 (221 reviews) | 8.6 (127 reviews) | 
| **Templates** | 7.9 (212 reviews) | 8.6 (131 reviews) | 
| **Checklists** | 8.0 (202 reviews) | 8.4 (125 reviews) | 

#### Project Tracking

| Feature | Totango | Vitally | 
|---|---|---|
| **Monitoring** | 8.2 (199 reviews) | 8.5 (127 reviews) | 
| **Resources** | Feature Not Available | 8.2 (119 reviews) | 
| **Content** | 8.0 (195 reviews) | 8.2 (119 reviews) | 
| **Tasks** | 8.4 (212 reviews) | 8.5 (128 reviews) | 
| **Optimization** | 8.0 (193 reviews) | 8.2 (118 reviews) | 

#### Customer Engagement

| Feature | Totango | Vitally | 
|---|---|---|
| **Portal** | 7.9 (188 reviews) | 8.1 (117 reviews) | 
| **Engagement** | 8.0 (204 reviews) | 8.1 (117 reviews) | 
| **Branding** | 7.7 (199 reviews) | 7.8 (112 reviews) | 
| **Visibility** | 8.3 (198 reviews) | 8.5 (117 reviews) | 
| **Collaboration** | Feature Not Available | 8.3 (120 reviews) | 

### SAP Store

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

#### Agentic AI - SAP Store

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

---
## Categories
**Shared Categories (3):** [Client Onboarding Software](https://www.g2.com/categories/client-onboarding), [Customer Revenue Optimization (CRO) Software](https://www.g2.com/categories/customer-revenue-optimization), [Customer Success Software](https://www.g2.com/categories/customer-success)

**Unique to Totango (6):** [Customer Data Platforms (CDP)](https://www.g2.com/categories/customer-data-platform-cdp), [Experience Management Software](https://www.g2.com/categories/experience-management), [Customer Journey Mapping Tools](https://www.g2.com/categories/customer-journey-mapping), [Digital Adoption Platforms](https://www.g2.com/categories/digital-adoption-platform), [Customer Journey Analytics Software](https://www.g2.com/categories/customer-journey-analytics), [SAP Store Software](https://www.g2.com/categories/sap-store)



---
## Reviewer Demographics

### By Company Size

| Segment | Totango | Vitally | 
|---|---|---|
| **Small-Business** | 22.3% | 41.1% | 
| **Mid-Market** | 57.0% | 55.5% | 
| **Enterprise** | 20.7% | 3.4% | 

### 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 & Network Security:** 3.1%
- **Financial Services:** 2.6%
- **Hospital & Health Care:** 1.6%
- **Education Management:** 1.5%
- **E-Learning:** 1.5%
- **Other:** 23.5%

#### Vitally

- **Computer Software:** 44.0%
- **Information Technology and Services:** 22.8%
- **Financial Services:** 4.5%
- **Computer & Network Security:** 3.7%
- **Marketing and Advertising:** 3.6%
- **Human Resources:** 2.5%
- **Accounting:** 1.6%
- **Internet:** 1.5%
- **Education Management:** 1.3%
- **Construction:** 1.0%
- **Other:** 13.4%

---
## Alternatives

### Alternatives to Totango

- [Custify](https://www.g2.com/products/custify/reviews) — 4.7/5 stars (499 reviews)
- [ChurnZero](https://www.g2.com/products/churnzero/reviews) — 4.7/5 stars (1595 reviews)
- [Planhat](https://www.g2.com/products/planhat/reviews) — 4.5/5 stars (926 reviews)
- [Gainsight Customer Success](https://www.g2.com/products/gainsight-customer-success/reviews) — 4.5/5 stars (1737 reviews)
- [ClientSuccess](https://www.g2.com/products/clientsuccess/reviews) — 4.4/5 stars (423 reviews)
- [HubSpot Service Hub](https://www.g2.com/products/hubspot-service-hub/reviews) — 4.4/5 stars (2914 reviews)
- [Twilio Segment](https://www.g2.com/products/twilio-segment/reviews) — 4.5/5 stars (566 reviews)
- [Pendo](https://www.g2.com/products/pendo-io-pendo/reviews) — 4.4/5 stars (1795 reviews)
- [Insider One](https://www.g2.com/products/insider-one/reviews) — 4.8/5 stars (1365 reviews)
- [Bloomreach](https://www.g2.com/products/bloomreach-bloomreach/reviews) — 4.6/5 stars (764 reviews)

### Alternatives to Vitally

- [ChurnZero](https://www.g2.com/products/churnzero/reviews) — 4.7/5 stars (1595 reviews)
- [Planhat](https://www.g2.com/products/planhat/reviews) — 4.5/5 stars (926 reviews)
- [Custify](https://www.g2.com/products/custify/reviews) — 4.7/5 stars (499 reviews)
- [Gainsight Customer Success](https://www.g2.com/products/gainsight-customer-success/reviews) — 4.5/5 stars (1737 reviews)
- [Catalyst](https://www.g2.com/products/totango-catalyst/reviews) — 4.5/5 stars (660 reviews)
- [ClientSuccess](https://www.g2.com/products/clientsuccess/reviews) — 4.4/5 stars (423 reviews)
- [HubSpot Service Hub](https://www.g2.com/products/hubspot-service-hub/reviews) — 4.4/5 stars (2914 reviews)
- [Rocketlane](https://www.g2.com/products/rocketlane-corp/reviews) — 4.7/5 stars (855 reviews)
- [GUIDEcx](https://www.g2.com/products/guidecx/reviews) — 4.6/5 stars (461 reviews)
- [Clari](https://www.g2.com/products/clari/reviews) — 4.6/5 stars (5605 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've seen is to restrict your filters on notifications (the first page for me at least)"
- Title: [What are best practices for CSM assignment process - both dynamic and static?](https://www.g2.com/discussions/16231-what-are-best-practices-for-csm-assignment-process-both-dynamic-and-static) — 2 comments, 1 upvote
  > **Top comment:** "Hi Tony, can we please move the conversation to forum.totango.com - we don't really track this discussion board that frequently"
- Title: [1. Embed a PDF fillable form? 2. Prepopulated email response be hyperlink to an automated email](https://www.g2.com/discussions/1-embed-a-pdf-fillable-form-2-prepopulated-email-response-be-hyperlink-to-an-automated-email) — 1 comment, 1 upvote
  > **Top comment:** "Julio, thank you for your questions and  patience. 
Totango support forms, however not in a PDF format. As for triggering responses, we can absolutely..."
- Title: [I would like for Totango to be able to send desktop notifications.](https://www.g2.com/discussions/totango-i-would-like-for-totango-to-be-able-to-send-desktop-notifications) — 1 comment, 1 upvote
  > **Top comment:** "Hi Jon,

That definitely a great idea. The best way to ask for new features is to submit them here. Our product team listens very carefully and many of the..."
- Title: [I would like for Totango to be able to send desktop notifications.](https://www.g2.com/discussions/i-would-like-for-totango-to-be-able-to-send-desktop-notifications) — 1 comment
  > **Top comment:** "Hi Jon, 

The best way to ask for new features is to submit them here. Our product team listens very carefully and many of the features are coming directly..."

### Vitally

No discussions available for this product.

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