Totango Features
Customer Information (7)
Customer Health Scores
Based on 772 Totango reviews and verified by the G2 Product R&D team. Provides users a customer-specific score to determine the overall satisfaction of each customer.
Customer Monitoring
Based on 752 Totango reviews and verified by the G2 Product R&D team. Monitor customer actions overall as well as their interactions with different teams within the company, such as the support team
Customer Profiles
Based on 746 Totango reviews and verified by the G2 Product R&D team. 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
Based on 639 Totango reviews and verified by the G2 Product R&D team. Create and structure key customer success processes into a "playbook" to create unified team best practices for handling customers.
Customer Segments
Based on 759 Totango reviews and verified by the G2 Product R&D team. 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
Based on 697 Totango reviews and verified by the G2 Product R&D team. 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
Based on 569 Totango reviews and verified by the G2 Product R&D team. Allows users to create and send out surveys to customers to determine net promoter scores and other key satisfaction information.
Predictions (4)
Churn Risk
Based on 664 Totango reviews and verified by the G2 Product R&D team. Calculates the risk that your customers will not renew or continue using your product or service.
Upsell Opportunities
Based on 632 Totango reviews and verified by the G2 Product R&D team. Discovers and highlights factors that lead to upsell opportunities.
Custom Triggers
Based on 674 Totango reviews and verified by the G2 Product R&D team. Allows users to set custom triggers to signal actions that will lead a customer to act in a particular way.
Machine Learning
Based on 495 Totango reviews and verified by the G2 Product R&D team. Ability for the platform to learn and improve predictions based on previous customer behavior and a growing database of customer information.
Platform (10)
Reporting & Dashboards
Based on 753 Totango reviews and verified by the G2 Product R&D team. Access pre-built and custom reports and dashboards for viewing
API & Integrations
Based on 690 Totango reviews and verified by the G2 Product R&D team. The number of sources from which the platform can pull customer data and how well those integrations are supported.
Data Import & Export Tools
Based on 690 Totango reviews and verified by the G2 Product R&D team. Ability to input, modify, and extract data from the application in bulk through a structured file.
Workflow Capability
Based on 700 Totango reviews and verified by the G2 Product R&D team. Automates everday customer success functions for more efficient and effective day-to-day processes.
Notifications
Based on 725 Totango reviews and verified by the G2 Product R&D team. Set alerts for customer actions in order to respond quickly and proactively.
Customization
Based on 716 Totango reviews and verified by the G2 Product R&D team. Allows administrators to accommodate their unique process. Includes ability to create custom objects, fields, rules, calculations, and views.
Scalability
Based on 710 Totango reviews and verified by the G2 Product R&D team. 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
Based on 632 Totango reviews and verified by the G2 Product R&D team. 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
Based on 741 Totango reviews and verified by the G2 Product R&D team. 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
Based on 709 Totango reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
User Analysis (2)
Survey Implementation
Allows you to deploy NPS surveys to users. 50 reviewers of Totango have provided feedback on this feature.
Data Analysis
As reported in 55 Totango reviews. Analyzes user survey responses and information in the application.
User Support (2)
User Segmentation
Organizes users into predefined groups and provides different responses based on group. This feature was mentioned in 55 Totango reviews.
Multi-Language Support
As reported in 39 Totango reviews. Supports multiple languages.
Walkthrough Type (1)
Text Bubble Walkthroughs
Supports text bubble walkthroughs. 41 reviewers of Totango have provided feedback on this feature.
Data Sourcing (4)
Data Enrichment
Based on 178 Totango reviews and verified by the G2 Product R&D team. Uses external data sources to improve customer profiles.
Expandability
Based on 178 Totango reviews and verified by the G2 Product R&D team. Can be updated to accept new sources and types of data.
Content Marketing
Can act as a content marketing platform. This feature was mentioned in 110 Totango reviews.
Multiple Devices
Can engage with customers across any device with a consistent message. 113 reviewers of Totango have provided feedback on this feature.
Intelligence (4)
Predictive Modeling
Based on 157 Totango reviews and verified by the G2 Product R&D team. Predicts outcomes based on statistical models; can give insight to "what-if" scenarios.
Opportunity Identification
Highlights cross-sell, upsell, and white space opportunities This feature was mentioned in 72 Totango reviews.
Zero-touch Renewals
As reported in 66 Totango reviews. Can fully automate the deal renewal process
Smart Content
Suggests content appropriate to stage and tone of the deal This feature was mentioned in 62 Totango reviews.
Sales Team (2)
Flexible Sales Process
Can operate under at least two distinct sales methodologies This feature was mentioned in 68 Totango reviews.
Playbooks
Creates and stores multiple playbooks for sales 74 reviewers of Totango have provided feedback on this feature.
Platform Basics (6)
Templates
As reported in 143 Totango reviews. Provide templates for customer journey mapping to jumpstart the process.
Exporting
Based on 146 Totango reviews. Ability to export customer journey maps in a variety of formats to present and analyze.
Multi-user Access and Collaboration
As reported in 139 Totango reviews. Allow team members to invite others to collaborate on journey maps and make direct changes.
Data Analytics
Based on 132 Totango reviews. Ability to integrate with cross-channel, real-time data analytics to power customer journey map creation.
Dynamic Segmentation
Based on 228 Totango reviews and verified by the G2 Product R&D team. Provides users the ability to dynamically segment their users based on varying criteria (i.e. email opens, product features, etc.).
Journey Optimization
Based on 227 Totango reviews and verified by the G2 Product R&D team. Automates the testing and optimization of customer-facing messaging and campaigns.
Platform Data (4)
Journey Reporting
Based on 221 Totango reviews and verified by the G2 Product R&D team. Ability to uncover and visualize how users move through your website, marketing campaigns, and product(s).
Trends Reporting
Based on 222 Totango reviews and verified by the G2 Product R&D team. Ability to measure product usage by feature, campaign performance by source, and other trending metrics.
Dashboards
Based on 242 Totango reviews and verified by the G2 Product R&D team. Provides dashboards to combine and visualize quantitative and qualitive customer journey data.
Advanced Data Filtering
Based on 227 Totango reviews and verified by the G2 Product R&D team. Provides advanced data filtering capabilities to help users drill down, sort, filter, aggregate, and group customer journey data.
Platform Additional Functionality (3)
Journey Mapping
Based on 219 Totango reviews and verified by the G2 Product R&D team. Ability to create visualizations or maps of past, current, or future customer journeys based on behavioral data.
Integrations
Based on 227 Totango reviews and verified by the G2 Product R&D team. 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
Based on 199 Totango reviews. Provides the ability to setup automated alerts to drive targeted actions and customer experience improvements.
Analytics (2)
Net Promoter Score (NPS)
Calculates net promoter score (NPS) using customer feedback data. This feature was mentioned in 101 Totango reviews.
Customer Satisfaction (CSAT) Score
As reported in 95 Totango reviews. Calculates customer satisfaction (CSAT) score using customer feedback data.
Customization (2)
Stakeholder Management
Provides insight concerning engagement with various stakeholders in regards to customer feedback and experience. This feature was mentioned in 90 Totango reviews.
Multiple Branding Support
Allows users to deploy surveys and intake feedback data for multiple brands. 76 reviewers of Totango have provided feedback on this feature.
Onboarding Setup (3)
Workflows
Provide customizable workflows for onboarding activities and tasks. 221 reviewers of Totango have provided feedback on this feature.
Templates
Based on 212 Totango reviews. Include templates for onboarding project plans and documents.
Checklists
Based on 202 Totango reviews. Generate checklists to monitor the prograss of onboarding projects.
Project Tracking (4)
Monitoring
Track tasks, project, and dependencies using timeline views or GANTT charts. This feature was mentioned in 199 Totango reviews.
Content
Based on 195 Totango reviews. Manage onboarding documents, training materials, and other content.
Tasks
Assign and track onboarding tasks to internal and external stakeholders. 212 reviewers of Totango have provided feedback on this feature.
Optimization
Based on 193 Totango reviews. Identify trends and analysis that can be used to optimize onboarding.
Customer Engagement (4)
Portal
As reported in 188 Totango reviews. Provider a portal for customers and external users to collaborate and share documents.
Engagement
Based on 204 Totango reviews. Include features to keep customers engaged such as internal communications.
Branding
Create white-label portals by customer, product, or project. 199 reviewers of Totango have provided feedback on this feature.
Visibility
Based on 198 Totango reviews. Provide multiple levels of visibility accrosss all onboarding stages.
Generative AI (2)
AI Text Generation
Based on 51 Totango reviews. Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary. This feature was mentioned in 52 Totango reviews.
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.
Analytics - Digital Adoption Platform (1)
Analytics
Manages user interactions and analyzes user behavior data within the software or application.
Functions - Digital Adoption Platform (2)
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.
Agentic AI - Customer Journey Analytics (4)
Autonomous Task Execution
As reported in 15 Totango reviews. Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases This feature was mentioned in 15 Totango reviews.
Adaptive Learning
As reported in 15 Totango reviews. Improves performance based on feedback and experience
Proactive Assistance
Based on 15 Totango reviews. Anticipates needs and offers suggestions without prompting
Agentic AI - Customer Journey Mapping (1)
Autonomous Task Execution
Capability to perform complex tasks without constant human input This feature was mentioned in 18 Totango reviews.
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
Agentic AI - Customer Success (5)
Autonomous Task Execution
Based on 53 Totango reviews. Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes 52 reviewers of Totango have provided feedback on this feature.
Cross-system Integration
Works across multiple software systems or databases 51 reviewers of Totango have provided feedback on this feature.
Natural Language Interaction
Engages in human-like conversation for task delegation This feature was mentioned in 51 Totango reviews.
Proactive Assistance
Based on 52 Totango reviews. Anticipates needs and offers suggestions without prompting
Agentic AI - Experience Management (4)
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
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
Agentic AI - Digital Adoption Platform (1)
Adaptive Learning
Improves performance based on feedback and experience





