[ Totango Reviews ](https://www.g2.com/products/totango/reviews) [ Totango Reviews ](https://www.g2.com/products/totango/reviews) # Totango Features ##### ## Customer Information (9) Customer Health Scores Provides users a customer-specific score to determine the overall satisfaction of each customer. Customer Monitoring Monitor customer actions overall as well as their interactions with different teams within the company, such as the support team Customer Profiles Gain a holistic view of your customers. Create customer profiles based on data pulled in from multiple sources including CRMs, service desks, marketing tools, and financial systems such as accounting and payroll software. Playbooks Create and structure key customer success processes into a "playbook" to create unified team best practices for handling customers. Customer Segments Separate customers into similar segments based on criteria such as subscription models, support needs, or usage behaviors to allow for more personalized and specific attention. Product Engagement Identify which customers are getting the most out of your products or services and highlight those who have not yet fully adopted or may need further training. Surveys Allows users to create and send out surveys to customers to determine net promoter scores and other key satisfaction information. NPS of Customers Calculate NPS of customers Customer Engagement Initiate interactions with customers by proactively starting conversations or providing informational content Show More ##### ## Predictions (4) Churn Risk Calculates the risk that your customers will not renew or continue using your product or service. Upsell Opportunities Discovers and highlights factors that lead to upsell opportunities. Custom Triggers Allows users to set custom triggers to signal actions that will lead a customer to act in a particular way. Machine Learning Ability for the platform to learn and improve predictions based on previous customer behavior and a growing database of customer information. Show More ##### ## Platform (28) Reporting & Dashboards Access pre-built and custom reports and dashboards for viewing Third-Party Integrations Set up connections to third-party platforms to improve business processes Data Import & Export Tools Ability to input, modify, and extract data from the application in bulk through a structured file. Workflow Capability Automates everday customer success functions for more efficient and effective day-to-day processes. Notifications Set alerts for customer actions in order to respond quickly and proactively. Customization Allows administrators to accommodate their unique process. Includes ability to create custom objects, fields, rules, calculations, and views. Scalability Ability for the platform to grow with the user's company and support an increasing number of customers and users within the platform. Data Security The measures taken to ensure that the customer data being held within the platform is being hosted in a safe environment and is not prone to risks. Performance & Reliability Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond. User, Role, and Access Management Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Real-Time Data Receive data and information in real time Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Customer Experience Management Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement. Churn Management Identify customers at risk of migration and activate strategies to retain them Survey/Poll Management Create and administer polls and surveys Communication Management Manage and track all internal and external communication conducted via calls, email, text, or chat Task Management Create, manage and track all task activities and progression Customer Management Store and organize information about customers and previous interactions Account Management Renewal Management Manage and track the renewal process for various services, subscriptions, contracts, or licenses Feedback Management Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service Knowledge Base Management Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support Revenue Management Monitor sales and make necessary adjustment in order to increase demand and revenue Workflow Management Create, design and manage workflows for repetitive tasks Contact Management Manage, organize, and store contact information Email Management Manage, store and organize emails within the system or via third-party apps Configurable Workflow Configure existing workflows to meet your organization's needs Show More ##### ## User Analysis (4) Survey Implementation Allows you to deploy NPS surveys to users. Data Analysis Analyzes user survey responses and information in the application. Real-Time Data Receive data and information in real time Real-Time Notifications Notifications that are delivered to users as soon as an event occurs Show More ##### ## User Support (2) User Segmentation Organizes users into predefined groups and provides different responses based on group. Multi-Language Support Supports multiple languages. Show More ##### ## Walkthrough Type (1) Text Bubble Walkthroughs Supports text bubble walkthroughs. Show More ##### ## Data Sourcing (7) Data Enrichment Uses external data sources to improve customer profiles. Expandability Can be updated to accept new sources and types of data. Content Marketing Can act as a content marketing platform. Multiple Devices Can engage with customers across any device with a consistent message. Email Marketing Create and send email blasts/campaigns Multi-Channel Marketing Coordinate marketing efforts across channels (email, landing pages, social media, etc.) Real-Time Data Receive data and information in real time Show More ##### ## Intelligence (4) Predictive Modeling Predicts outcomes based on statistical models; can give insight to "what-if" scenarios. Opportunity Identification Highlights cross-sell, upsell, and white space opportunities Zero-touch Renewals Can fully automate the deal renewal process Smart Content Suggests content appropriate to stage and tone of the deal Show More ##### ## Sales Team (2) Flexible Sales Process Can operate under at least two distinct sales methodologies Playbooks Creates and stores multiple playbooks for sales Show More ##### ## Platform Basics (11) Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Exporting Ability to export customer journey maps in a variety of formats to present and analyze. Multi-user Access and Collaboration Allow team members to invite others to collaborate on journey maps and make direct changes. Data Analytics Ability to integrate with cross-channel, real-time data analytics to power customer journey map creation. Predictive Analytics Predict future data based on historical data sets Behavioral Analytics Track and analyse user behavior within a system or network Campaign Analytics Track and interpret campaign performance metrics Website Analytics Track and analyze information regarding website visitors Visual Analytics Interact with data visualization elements, such as charts and graphs, to drill down into data Dynamic Segmentation Provides users the ability to dynamically segment their users based on varying criteria (i.e. email opens, product features, etc.). Journey Optimization Automates the testing and optimization of customer-facing messaging and campaigns. Show More ##### ## Platform Data (4) Journey Reporting Ability to uncover and visualize how users move through your website, marketing campaigns, and product(s). Trends Reporting Ability to measure product usage by feature, campaign performance by source, and other trending metrics. Dashboards Provides dashboards to combine and visualize quantitative and qualitive customer journey data. Advanced Data Filtering Provides advanced data filtering capabilities to help users drill down, sort, filter, aggregate, and group customer journey data. Show More ##### ## Platform Additional Functionality (3) Journey Mapping Ability to create visualizations or maps of past, current, or future customer journeys based on behavioral data. Integrations Integrates with additional marketing analytics and other marketing, sales, and e-commerce-related software to provide one source of truth for customer journey analytics. Automated Alerts Provides the ability to setup automated alerts to drive targeted actions and customer experience improvements. Show More ##### ## Analytics (2) Net Promoter Score (NPS) Calculates net promoter score (NPS) using customer feedback data. Customer Satisfaction (CSAT) Score Calculates customer satisfaction (CSAT) score using customer feedback data. Show More ##### ## Customization (9) Stakeholder Management Provides insight concerning engagement with various stakeholders in regards to customer feedback and experience. Multiple Branding Support Allows users to deploy surveys and intake feedback data for multiple brands. Customizable Branding Add customized logos and colors to align with company branding Knowledge Management Gather, organize, share, and analyze knowledge in terms of resources, documents, and people skills Workflow Management Create, design and manage workflows for repetitive tasks Email Management Manage, store and organize emails within the system or via third-party apps Feedback Management Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service Survey/Poll Management Create and administer polls and surveys Negative Feedback Management Identify, track, and respond to negative feedback Show More ##### ## Onboarding Setup (3) Workflows Provide customizable workflows for onboarding activities and tasks. Templates Include templates for onboarding project plans and documents. Checklists Generate checklists to monitor the prograss of onboarding projects. Show More ##### ## Project Tracking (7) Monitoring Track tasks, project, and dependencies using timeline views or GANTT charts. Content Manage onboarding documents, training materials, and other content. Tasks Assign and track onboarding tasks to internal and external stakeholders. Optimization Identify trends and analysis that can be used to optimize onboarding. Kanban Board Visualization tool to organize and optimize tasks and track their status at every stage of workflow Goal Setting/Tracking Establish measurable goals and objectives and track their progress over a specific period of time Communication Management Manage and track all internal and external communication conducted via calls, email, text, or chat Show More ##### ## Customer Engagement (5) Portal Provider a portal for customers and external users to collaborate and share documents. Customer Engagement Initiate interactions with customers by proactively starting conversations or providing informational content Branding Create white-label portals by customer, product, or project. Visibility Provide multiple levels of visibility accrosss all onboarding stages. Customizable Branding Add customized logos and colors to align with company branding Show More ##### ## Generative AI (4) Generative AI Use AI to generate content in the form of text, images, videos, etc. AI Text Generation Allows users to generate text based on a text prompt. AI Text Summarization Condenses long documents or text into a brief summary. Generative AI Use AI to generate content in the form of text, images, videos, etc. Show More ##### ## Platform Basics - Digital Adoption Platform (2) Integration Enables integration with web-based software, websites, or other software applications. Communications Provides cued prompts, messages, tooltips, notifications and branded tutorials. Show More ##### ## Analytics - Digital Adoption Platform (4) Analytics Manages user interactions and analyzes user behavior data within the software or application. Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Visual Analytics Interact with data visualization elements, such as charts and graphs, to drill down into data Real-Time Analytics Analyze and gain insights into data in real-time Show More ##### ## Functions - Digital Adoption Platform (3) Customer self-service Supports self-service features like troubleshooting, form completion, or knowledge base access. In-app guidance Provides in-app guidance on company-specific tools and workflows for onboarding. Contextual Guidance Interprets what a user is doing based on context and helps guide them through the process. Show More ##### ## Agentic AI - Customer Journey Analytics (4) Autonomous Task Execution Capability to perform complex tasks without constant human input Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Proactive Assistance Anticipates needs and offers suggestions without prompting Show More ##### ## Agentic AI - Customer Journey Mapping (1) Autonomous Task Execution Capability to perform complex tasks without constant human input Show More ##### ## Agentic AI - SAP Store (7) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Customer Success (7) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Social Media Integration Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. Multi-Language Manage and support multiple languages Show More ##### ## Agentic AI - Experience Management (7) Autonomous Task Execution Capability to perform complex tasks without constant human input Cross-system Integration Works across multiple software systems or databases Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Third-Party Integrations Set up connections to third-party platforms to improve business processes Social Media Integration Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. Multi-Language Manage and support multiple languages Show More ##### ## Agentic AI - Customer Revenue Optimization (6) Autonomous Task Execution Capability to perform complex tasks without constant human input Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Digital Adoption Platform (4) Adaptive Learning Improves performance based on feedback and experience Asynchronous Learning Supports flexible learning at different times (i.e., learners can access course materials at their own pace) Blended Learning Supports learning paths that combine in-person classes with online/virtual courses Self-paced Learning Identifying your own learning needs, setting goals, finding the necessary resources, and evaluating your own knowledge Show More ##### ## Additional Functionality (234) Commenting/Notes Leave comments and notes on documents for others to view API Application programming interface that allows for integration with other systems/databases Third-Party Integrations Set up connections to third-party platforms to improve business processes Task Management Create, manage and track all task activities and progression Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Performance Metrics A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Time Tracking Measure and track time including hours worked and paid time off (PTO) Data Security Protect sensitive data for digital privacy Single Sign On Allow users to access multiple services after entering their login credentials once Activity Tracking Track and document all activities across devices, networks, and other systems Customizable Fields Customize data fields to support various needs and use cases Content Management Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving Churn Management Identify customers at risk of migration and activate strategies to retain them Ad hoc Analysis Client Management Manage contact details and communication with clients Chat/Messaging Communicate using direct chat or messages within the system Forecasting Form predictions based on past and present data/trends Mobile Access Access software remotely via mobile devices Form Builder Adds a customizable form to the landing page, usually for the purposes of lead generation Surveys & Feedback Gauge satisfaction and receive information for improvement and success Revenue Management Monitor sales and make necessary adjustment in order to increase demand and revenue Onboarding Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service Workflow Management Create, design and manage workflows for repetitive tasks AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Calendar Management Track and manage schedules and meetings via an integrated calendar Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Client Database Electronic storage of stakeholder contact information Electronic Forms Digital forms that are shared and accessed online Gantt/Timeline View Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies Client Tracking Track all company interactions with current clients To-Do List A digital list of items that need to be completed Document Management Store, manage, and track all electronic documents in a centralized location Generative AI Use AI to generate content in the form of text, images, videos, etc. Self Service Tools Customer Segmentation Process of dividing customers into groups based on common characteristics Role-Based Permissions Set & manage permission levels based on user roles and restrict access to only authorized individuals Data Import/Export Import and export data to and from software applications Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Electronic Signature Digitally sign online documents Task Progress Tracking Track the status and progress of tasks Audit Trail A record of all activities within the system, including user access, changes made, etc. Reminders Timed notification for any upcoming task, deadline, appointment, or activity Online Payments Accept and process online payment transactions Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Document Generation Custom forms to streamline repetitious aspects of a document Real-Time Data Receive data and information in real time CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Email Management Manage, store and organize emails within the system or via third-party apps Multi-Language Manage and support multiple languages Customer Experience Management Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement. Generative AI Use AI to generate content in the form of text, images, videos, etc. Workflow Management Create, design and manage workflows for repetitive tasks AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Task Management Create, manage and track all task activities and progression Progress Tracking Reporting on how each user, task or process has advanced since its initiation Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges In-App Training Behavior Tracking Track visitors'/audience's responses across web pages and other optimized content Gamification Games or game-like elements to track progress and reward accomplishments Knowledge Base Management Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support Audience Targeting Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention Customizable Fields Customize data fields to support various needs and use cases Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Customizable Reports Alter the layout and content of reports Performance Metrics A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Launch Management Content Library Centralized repository to store content and assets API Application programming interface that allows for integration with other systems/databases User Onboarding Guide new users to understand and become proficient in using a product or service Customizable Branding Add customized logos and colors to align with company branding Event Triggered Actions Predefined actions automatically performed on the occurance of specific events Engagement Tracking Tracks metrics that provide insight into how a user interacts with any interface or product Self Service Portal Online portal through which end users can access the system, manage tasks, or obtain information Data Quality Control Establish guidelines about how much and what kind of data can be stored in the repository Data Import/Export Import and export data to and from software applications Employee Onboarding Process of familiarizing new employees with the company, their position, and responsibilities Self Service Tools Survey/Poll Management Create and administer polls and surveys Learning Management Organize and track educational activities Content Management Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Interactive Content Allow the audience to interact or engage with the content Activity Tracking Track and document all activities across devices, networks, and other systems Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Monitoring Observe and track the demand, usage, progress or quality of a system, product, or user Training Management Track employee/learner's progression through training programs Communication Management Manage and track all internal and external communication conducted via calls, email, text, or chat Surveys & Feedback Gauge satisfaction and receive information for improvement and success Content Creation The ability to create unique content Real-Time Reporting Active reporting of data and metrics Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Surveys & Feedback Gauge satisfaction and receive information for improvement and success Dashboard Assembly of graphs and charts for visualizing and tracking statistics/metrics NPS Survey Structure Measuring and analyzing Net Promoter Scores to evaluate customer loyalty and satisfaction levels Customizable Forms Customize contracts and forms to collect specific information Visual Analytics Interact with data visualization elements, such as charts and graphs, to drill down into data Data Visualization Graphical representation of data Customer Segmentation Process of dividing customers into groups based on common characteristics Tagging Attach digital tags to documents and assets for identification, search, or monitoring purposes Customer Journey Mapping Visualize and analyze customer experience across all touchpoints and channels Text Analysis Process of extracting and classifying information from text, such as tweets, emails, product reviews, etc Customizable Reports Alter the layout and content of reports Real-Time Notifications Notifications that are delivered to users as soon as an event occurs Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Access Controls/Permissions Define levels of authorization for access to specific files or systems CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Multi-Channel Data Collection Collect information from multiple sources Multi-Channel Communication Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. Customizable Fields Customize data fields to support various needs and use cases Real-Time Analytics Analyze and gain insights into data in real-time Predictive Analytics Predict future data based on historical data sets Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Sentiment Analysis Categorize emotions expressed in written text or images and identify if they are positive, negative or neutral Trend Analysis Review data from past periods to reveal recurring tendencies and predict future performance API Application programming interface that allows for integration with other systems/databases AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Engagement Tracking Tracks metrics that provide insight into how a user interacts with any interface or product Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Onboarding Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service Chat/Messaging Communicate using direct chat or messages within the system Performance Metrics A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Activity Tracking Track and document all activities across devices, networks, and other systems CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system API Application programming interface that allows for integration with other systems/databases Customer Database A collection of customer information such as contact details, demographics, previous interactions, etc. Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Widgets An extended application or connector that enables users to perform additional services with their current set of tools Win/Loss Analysis Analyze lost and won opportunities AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Event Triggered Actions Predefined actions automatically performed on the occurance of specific events Surveys & Feedback Gauge satisfaction and receive information for improvement and success Engagement Tracking Tracks metrics that provide insight into how a user interacts with any interface or product Customer Segmentation Process of dividing customers into groups based on common characteristics Customizable Reports Alter the layout and content of reports Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Customer History Access previous interactions or concerns to maintain customer relationships Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Customizable Forms Customize contracts and forms to collect specific information Customizable Branding Add customized logos and colors to align with company branding Usage Tracking/Analytics Track and interpret metrics on the usage of company resources Multi-Channel Communication Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. Account Alerts Informs of any account changes and notifications Engagement Tracking Tracks metrics that provide insight into how a user interacts with any interface or product Contact Management Manage, organize, and store contact information Customer Journey Mapping Visualize and analyze customer experience across all touchpoints and channels Generative AI Use AI to generate content in the form of text, images, videos, etc. API Application programming interface that allows for integration with other systems/databases A/B Testing Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness Lead Generation Manage the process of attracting and converting business prospects into leads Data Integration Combining data from different sources and providing a unified view Customer Activity Tracking A report showing what actions customers perform Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Activity Tracking Track and document all activities across devices, networks, and other systems Campaign Segmentation Group campaigns by project, client, or campaign for better management. Lead Capture Automatically identify and save contact information of potential customers Contact Database Centralized database of stakeholders and their contact information such as names, address, phone number etc. Campaign Management Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Behavior Tracking Track visitors'/audience's responses across web pages and other optimized content Real-Time Analytics Analyze and gain insights into data in real-time Email Management Manage, store and organize emails within the system or via third-party apps Lead Qualification Score a lead on their quality or likelihood to buy based on certain behaviors Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Template Management Create, save, and re-purpose templates for emails, forms, etc. Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Predictive Analytics Predict future data based on historical data sets Surveys & Feedback Gauge satisfaction and receive information for improvement and success Personalization Adjust communications based on previous interactions or personal preferences Campaign Planning Plan and strategize marketing campaigns Third-Party Integrations Set up connections to third-party platforms to improve business processes Behavioral Analytics Track and analyse user behavior within a system or network Email Tracking Track delivered, received, and opened emails Campaign Analytics Track and interpret campaign performance metrics Customer Segmentation Process of dividing customers into groups based on common characteristics Multi-Channel Communication Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. Lead Management Store information about leads or contacts and track, manage and nurture them throughout the sales process Channel Management Manage various distribution channels, build relations with channel partners, and track their performance AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Audience Targeting Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention GDPR Compliance Ensure compliance with the General Data Protection Regulation protocols Customer Profiles Record customer information, purchase history, and other notes Customer Database A collection of customer information such as contact details, demographics, previous interactions, etc. Multiple Data Sources Allows users to manage data from a number of sources Event Triggered Actions Predefined actions automatically performed on the occurance of specific events Tagging Attach digital tags to documents and assets for identification, search, or monitoring purposes Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Multi-Channel Marketing Coordinate marketing efforts across channels (email, landing pages, social media, etc.) Map Creation Create custom maps Email Marketing Create and send email blasts/campaigns Single Sign On Allow users to access multiple services after entering their login credentials once Performance Metrics A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Customer Database A collection of customer information such as contact details, demographics, previous interactions, etc. API Application programming interface that allows for integration with other systems/databases Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Data Linking Collating information from different sources in order to create a more valuable and helpful data set. Whiteboard Allows multiple users to simultaneously annotate on a digital whiteboard Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Data Visualization Graphical representation of data Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Brainstorming Group collaboration to solve ideas in a productive and concentrated manner. Conversion Tracking Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads Workflow Management Create, design and manage workflows for repetitive tasks Activity Tracking Track and document all activities across devices, networks, and other systems Behavior Tracking Track visitors'/audience's responses across web pages and other optimized content Personalization Adjust communications based on previous interactions or personal preferences Customizable Reports Alter the layout and content of reports Customer Journey Mapping Visualize and analyze customer experience across all touchpoints and channels Customer Profiles Record customer information, purchase history, and other notes AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Third-Party Integrations Set up connections to third-party platforms to improve business processes Real-Time Notifications Notifications that are delivered to users as soon as an event occurs Tagging Attach digital tags to documents and assets for identification, search, or monitoring purposes Audience Targeting Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Surveys & Feedback Gauge satisfaction and receive information for improvement and success Data Import/Export Import and export data to and from software applications Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Communication Management Manage and track all internal and external communication conducted via calls, email, text, or chat Attribution Modeling Analyzes the amount of credit that should be assigned to sales and conversion touchpoints. Action Management Detailed plan including steps, milestones, assignments, and timeline needed to complete a project, strategy or goal Map Sharing Share maps with internal and external stakeholders Engagement Tracking Tracks metrics that provide insight into how a user interacts with any interface or product Customizable Branding Add customized logos and colors to align with company branding Generative AI Use AI to generate content in the form of text, images, videos, etc. Customer Touchpoints Identify specific interactions between customers and brands Customer Experience Management Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement. Diagramming Enables schematic data presentation through org charts, mind maps, flowcharts, and process diagrams. Campaign Management Create a collection of marketing actions to complete specific goals and plan and analyze campaign results A/B Testing Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness Storyboarding Dictate the order and pace of an eLearning course, including the logic for how different learners progress Customer Segmentation Process of dividing customers into groups based on common characteristics Show More ## Top-Rated Alternatives [ ![Custify](https://images.g2crowd.com/uploads/product/hd_favicon/56a133f2489dd3b4b3a4fb07bd3b90f9/custify.svg "Custify") Custify 4.7/5(527) ](https://www.g2.com/products/custify/reviews) [ ![ChurnZero](https://images.g2crowd.com/uploads/product/hd_favicon/406ee354cde7795c1eda6dbbfc881232/churnzero.svg "ChurnZero") ChurnZero 4.7/5(1,610) ](https://www.g2.com/products/churnzero/reviews) [ ![Planhat](https://images.g2crowd.com/uploads/product/hd_favicon/419a7323b926f3ff16b400b2b7ca40c1/planhat%282%29.svg "Planhat") Planhat 4.5/5(955) ](https://www.g2.com/products/planhat/reviews) [ View All Alternatives ](https://www.g2.com/products/totango/competitors/alternatives) Totango Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_e09b9bcffc3a8fed744526228ffa81c3/gainsight-customer-success.png "Product Avatar Image") Gainsight Customer Success 4.5/5(1,756) [ Compare Now ](https://www.g2.com/compare/gainsight-customer-success-vs-totango) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_744ed52507e8a595ec88a4db46cf5abd/churnzero.jpg "Product Avatar Image") ChurnZero 4.7/5(1,610) [ Compare Now ](https://www.g2.com/compare/churnzero-vs-totango) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_0b0117a1ce9cc6af3498adeee8b367f5/planhat.jpg "Product Avatar Image") Planhat 4.5/5(955) [ Compare Now ](https://www.g2.com/compare/planhat-vs-totango) ##### Categories on G2 [SAP Store](https://www.g2.com/categories/sap-store)[Customer Journey Analytics](https://www.g2.com/categories/customer-journey-analytics)[Customer Journey Mapping](https://www.g2.com/categories/customer-journey-mapping) [SAP Store](https://www.g2.com/categories/sap-store)[Customer Journey Analytics](https://www.g2.com/categories/customer-journey-analytics)[Customer Journey Mapping](https://www.g2.com/categories/customer-journey-mapping)[Customer Data Platform (CDP)](https://www.g2.com/categories/customer-data-platform-cdp)[Experience Management](https://www.g2.com/categories/experience-management)[Customer Revenue Optimization](https://www.g2.com/categories/customer-revenue-optimization)[Digital Adoption Platform](https://www.g2.com/categories/digital-adoption-platform)[Customer Success](https://www.g2.com/categories/customer-success)[Client Onboarding](https://www.g2.com/categories/client-onboarding) [Show MoreShow Less](javascript:void(0);) ##### Explore More [Best revenue operations software for mid-sized tech company](https://www.g2.com/discussions/what-s-the-best-revenue-operations-software-for-mid-sized-tech-teams)[User-friendly payroll software for companies in multiple countries](https://www.g2.com/discussions/what-is-the-most-user-friendly-payroll-software-for-companies-in-multiple-countries)[Best CPaaS software for company communication](https://www.g2.com/discussions/best-cpaas-software-for-company-communication) [Best platforms for low-code and no-code app creation](https://www.g2.com/discussions/best-platforms-for-low-code-and-no-code-app-creation)[Is Xcode worth the steep initial setup as a mobile app debugging environment for an iOS development team that needs a complete debugging setup, or does Chrome Mobile DevTools cover enough for most testing scenarios?](https://www.g2.com/discussions/is-xcode-worth-the-steep-initial-setup-as-a-mobile-app-debugging-environment-for-an-ios-development-team-that-needs-a-complete-debugging-setup-or-does-chrome-mobile-devtools-cover-enough-for-most-testing-scenarios)[Pros and Cons Details](https://www.g2.com/products/totango/reviews?qs=pros-and-cons) [Show MoreShow Less](javascript:void(0);)