---
title: Totango Reviews
meta_title: 'Totango Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter 1150 reviews by the users' company size, role or industry
  to find out how Totango works for a business like yours.
aggregate_rating:
  rating_value: 4.3
  review_count: 1150
  scale: '5'
date_modified: '2026-07-17'
parent_category:
  name: Customer Service
  url: https://www.g2.com/categories/customer-service
---

# Totango Reviews
**Vendor:** Totango  
**Category:** [Customer Success Software](https://www.g2.com/categories/customer-success)  
**Average Rating:** 4.3/5.0  
**Total Reviews:** 1,150
## About Totango
Totango is a Customer Growth platform for driving customer value and revenue at scale, combining scalable customer management, predictive revenue intelligence, and a strategic, value-based post-sales methodology to transform how companies prove customer ROI, drive retention, and earn expansion. The Customer Growth Platform includes Totango Customer Success and Unison Customer Intelligence. Each of these solutions plays a distinct role in the Customer-Led Growth through value realization methodology. Totango Customer Success focuses on tracking customer health and engagement, enabling teams to proactively address potential issues and foster long-term relationships. Unison Customer Intelligence aggregates data from multiple sources, offering insights that help organizations understand customer behavior and preferences. Totango's target audience and target buyers include mid-sized to large enterprises across various industries that prioritize customer retention, renewals, and expansion and that generally rely on subscription-based models, where maintaining customer loyalty is critical to their revenue growth. Key features of Totango include customizable dashboards, real-time analytics, and automated workflows. These tools enable users to visualize customer data effectively, monitor key performance indicators, and automate routine tasks, thereby enhancing efficiency. The platform also supports collaboration among teams, allowing for seamless communication and alignment on customer goals. By providing actionable insights, Totango empowers organizations to refine their revenue strategies and make informed decisions that drive growth. Overall, Totango stands out as a leader in the Customer Success category by offering a holistic approach to managing customer relationships. Its integration of various tools and functionalities allows enterprises to gain a deeper understanding of their customers, ultimately leading to improved satisfaction and loyalty. By investing in Totango, organizations can position themselves for long-term success in an increasingly competitive landscape.



## Totango Pros & Cons
**What users like:**

- Users find Totango's interface **easy to use and set up** , enhancing their ability to track accounts efficiently. (202 reviews)
- Users value the **excellent customer support** from Totango, enhancing their management experience with valuable insights. (98 reviews)
- Users appreciate the **functionality** of Totango, enabling seamless tracking, campaign setup, and reporting in one application. (98 reviews)
- Users appreciate the **customization options** in Totango, enhancing their ability to track metrics and engage customers effectively. (97 reviews)
- Users value the **efficiency** of Totango, enhancing productivity with seamless integrations and streamlined workflows for customer management. (94 reviews)
- Users find Totango's **intuitive interface** essential for efficient account management and streamlined workflows, enhancing productivity daily. (83 reviews)
- Automation (79 reviews)
- User Interface (78 reviews)
- Integrations (75 reviews)
- Health Monitoring (71 reviews)

**What users dislike:**

- Users find the **steep learning curve** challenging due to overwhelming data and a lack of educational resources. (83 reviews)
- Users find **integration issues** with Totango challenging, as they can be manual and difficult to maintain. (65 reviews)
- Users find the **missing features** in Totango frustrating, particularly for managing complex business models and drafts. (57 reviews)
- Users find **limited customization** in Totango, making it challenging to tailor the experience without technical assistance. (49 reviews)
- Users find the **steep learning curve** challenging, struggling with collaboration and functionality in Totango's interface. (49 reviews)
- Users find Totango has **significant limitations** such as poor email logging, character restrictions, and inadequate support. (45 reviews)
- Complexity (38 reviews)
- Slow Performance (37 reviews)
- Difficult Reporting (35 reviews)
- Not Intuitive (35 reviews)

## Totango Reviews
  ### 1. One place for all my notes

**Rating:** 4.5/5.0 stars

**Reviewed by:** Eileen T. | Client Success Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** August 05, 2025

**What do you like best about Totango?**

I love that I have the flexibility to be able to create my own daily "to do" list and create reminders for myself all in one app. All the information I need for my clients can be stored here safely and make it easily accessible for me to work with my clients.

**What do you dislike about Totango?**

The change has been a little difficult for me to grasp, but with time I think it'll be so beneficial.

**What problems is Totango solving and how is that benefiting you?**

Keeping me on track with who needs to be reached out to to avoid falling behind with any clients.

  ### 2. Solid tool to have a good overview of your accounts

**Rating:** 4.0/5.0 stars

**Reviewed by:** Jessica N. | Opportunity Creation Specialist , Small-Business (50 or fewer emp.)

**Reviewed Date:** August 05, 2025

**What do you like best about Totango?**

I like that I can see really easily and quickly how much customers are doing, and there are clear tasks I can accomplish and check off.

**What do you dislike about Totango?**

It's a bit confusing to navigate how to build and send campaigns. I like it way more than other tools for this task, but it's still a little confusing at times.

**What problems is Totango solving and how is that benefiting you?**

Totango helps clearly see what tasks I need to accomplish for my customers, and it also helps streamline communication to my customer base, saving me a lot of time.

  ### 3. Totango is great for tracking customer satisfaction/health

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Commercial Real Estate | Enterprise (> 1000 emp.)

**Reviewed Date:** August 05, 2025

**What do you like best about Totango?**

It is incredibly helpful being able to see clearly, and based off data, your customers' satisfaction ("Health"). This allows our team to quickly track which customers may need more attention, and in what ways.

**What do you dislike about Totango?**

Our CSM ghosted us for a little while, until we were assigned a new CSM. Unsure what happened there, but it was a little frustrating, as we were just onboarding. However, we are all set now!

**What problems is Totango solving and how is that benefiting you?**

We can easily manage all of our customers now in one location, and track our outreach communication, so that no customer gets left behind.

  ### 4. Strong option for organizations aiming to develop a more structured customer success approach.

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Outsourcing/Offshoring | Mid-Market (51-1000 emp.)

**Reviewed Date:** August 05, 2025

**What do you like best about Totango?**

The modular approach with SuccessBLOCs makes it easy to tailor workflows to our specific processes. The segmentation, health scoring, and automated task creation have helped us stay on top of customer needs and proactively manage engagement. The UI is intuitive and user-friendly, and the integration options with CRMs and other tools are a big plus.

**What do you dislike about Totango?**

For new users unfamiliar with customer success platforms, Totango might seem too powerful, and it does have a learning curve. Some reporting features feel a bit limited or require workarounds to get the exact view we want. Additionally, performance can sometimes lag with large datasets.

**What problems is Totango solving and how is that benefiting you?**

. It solves the challenge of managing a high volume of participants across multiple clients while maintaining a personalized experience.

  ### 5. Good tool

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.)

**Reviewed Date:** August 05, 2025

**What do you like best about Totango?**

Totango makes it easy to stay organized across multiple client accounts. I really appreciate the ability to create SuccessPlays and automated workflows to keep our team aligned. The UI is intuitive, and it’s been helpful for tracking touchpoints, managing renewals, and staying proactive in our customer engagements.

**What do you dislike about Totango?**

One limitation is that it doesn’t pull in all the data from our company’s broader solutions suite, which means we occasionally need to supplement with manual updates or external reporting. It would be even more powerful with deeper integration options.

**What problems is Totango solving and how is that benefiting you?**

Totango helps us stay on top of all our client accounts in one place. It makes it easier to track activity, spot risks, and automate follow-ups so nothing slips through the cracks.

  ### 6. Dynamic, helpful tool that should be in the tool belt of every CSM!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Syreeta M. | Customer Success Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 12, 2025

**What do you like best about Totango?**

I love how easy it is to navigate Totango. Every aspect of the dashboard is very intuitive! I also love the options available for each account. I'm able to set reminders and schedule email notifications ahead of time, and for someone with ADHD, it's a lifesaver!

**What do you dislike about Totango?**

I'm not really fond of the email formatting. It looks very automated, and sometimes customers easily dismiss them.

**What problems is Totango solving and how is that benefiting you?**

Totango helps me to keep track of every account to ensure their progressing.

  ### 7. Great CSM Platform

**Rating:** 5.0/5.0 stars

**Reviewed by:** Sujay S. I. | Sr.CSM, Enterprise (> 1000 emp.)

**Reviewed Date:** August 05, 2025

**What do you like best about Totango?**

It helps me organize my work flow related information in a way that effectively addresses customer life-cycle management, customer adoption enhancement, & outcome management, especially when dealing with complex accounts.

**What do you dislike about Totango?**

I understand that the platform can only display price values in Euros. It would help if other currency denominations can be used (like USD)

**What problems is Totango solving and how is that benefiting you?**

Customer relationship/lifecycle and journey enhancement monitoring and control is essential to retain contracts and accounts. Totango helps me solve problems related to these.

  ### 8. Totango Simplifies Customer Management but Interface Can Be Cluttered

**Rating:** 4.5/5.0 stars

**Reviewed by:** Prathap K. | Manager, Customer Success, Mid-Market (51-1000 emp.)

**Reviewed Date:** October 16, 2025

**What do you like best about Totango?**

I like that Totango is easy to use and helps track customer health and engagement in one place. It gives clear visibility into accounts and tasks, which makes managing customers simpler.

**What do you dislike about Totango?**

Sometimes the interface can feel a bit cluttered, and it can take time to find specific reports or data.

**What problems is Totango solving and how is that benefiting you?**

Totango helps us track customer health, manage accounts, and stay on top of tasks. This makes it easier to prevent churn, identify upsell opportunities, and keep customers engaged.

  ### 9. A viable Option but Nothing Spectacular

**Rating:** 3.0/5.0 stars

**Reviewed by:** Verified User in Telecommunications | Enterprise (> 1000 emp.)

**Reviewed Date:** February 18, 2025

**What do you like best about Totango?**

I am not an admin so its hard to say what's set up by the company and whats limited by Totango, but the overall experience isn't bad. There seems to be nearly endless customization but with how our company is setup its more of an annoyance than a benefit. Overall I would say the customizations are the selling point rather than its native out of the box epexerience.

**What do you dislike about Totango?**

Everything we do in this program seems like it would be much easier to just do in our native CRM Salesforce. The communications aspect and logging activity is incredibly limited and annoying. Salesforce logs all activity though API and this thing can't track any of our activity automatically. Everything is manual logging so what ends up happening is next to nothing is tracked. There's also a 2000 character limit for emails so even when you try to manually log a communication most of them can't because 2000 characters is like a 3 reply email.

**What problems is Totango solving and how is that benefiting you?**

Tracking contract dates, customer information, communications with customer

  ### 10. Tracking your coustomer journey

**Rating:** 4.0/5.0 stars

**Reviewed by:** Marisol T. | Incident Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 15, 2025

**What do you like best about Totango?**

In my experience, Totango has been valuable for tracking every interaction I have with my customers in great detail. It has allowed me to maintain a historical record of my daily tasks and interactions, which has been instrumental in identifying areas for improvement.

Additionally, I have found the Account Summary options particularly helpful, as they provide a comprehensive overview of my accounts.

**What do you dislike about Totango?**

It has been challenging to learn all the functions. There are opportunities to improve the training and make it easier to understand, which would help users engage with all the tools.

**What problems is Totango solving and how is that benefiting you?**

It has been helpful to identify when a client might be at risk, thanks to health dashboards, and to take action accordingly.

  ### 11. A Solid Customer Success Platform with Room to Grow and Impress

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Telecommunications | Enterprise (> 1000 emp.)

**Reviewed Date:** May 20, 2025

**What do you like best about Totango?**

Customer Health Monitoring - provides real-time visibility into customer health scores using behavioral data, product usage, and engagement metrics. This helps proactively identify at-risk accounts and take action before churn occurs.

Automated Customer Journey Management - With SuccessBLOCs, automation and personalization of customer journeys can occur — from onboarding to renewal—ensuring consistent engagement.

Cross-Team Collaboration and Task Management - enables collaboration across customer success, sales, and support teams by centralizing customer data and assigning tasks, ensuring alignment on goals and progress.

**What do you dislike about Totango?**

Limited Customization and Feature Gaps - some features are missing or require workarounds, e.g. limited hierarchy levels, restricted field roll-downs, lack of bulk actions for managing multiple accounts

Data Accuracy and Reporting Concerns - before deploying Totango, customers should complete a thorough data hygiene exercise - Totango cannot do the clean-up for you (it can reveal poor data management). Poor background data will lead to occasional inconsistencies in customer health scores and analytics, where the platform may inaccurately reflect customer engagement or usage, leading to potential misinterpretations

Integration and Usability Challenges - integrates with tools like Salesforce, but there are delays in data syncing and integration issues

**What problems is Totango solving and how is that benefiting you?**

Customer Churn and Retention Issues - enables proactive customer health monitoring and engagement, helping teams identify at-risk customers early and take action to improve retention and reduce churn.
Inefficient Customer Onboarding and Lifecycle Management - streamlines onboarding, adoption, and renewal processes, ensuring customers receive timely and consistent value throughout their journey.
Lack of Visibility into Customer Data and Team Performance - centralizes customer data and provides real-time dashboards and reporting, giving teams clear insights into customer behavior, success metrics, and internal performance.

  ### 12. Totango Review: A Scalable and Smart Solution for Customer Success Teams

**Rating:** 4.5/5.0 stars

**Reviewed by:** Amit  S. | Director Partner support relations, Mid-Market (51-1000 emp.)

**Reviewed Date:** August 08, 2025

**What do you like best about Totango?**

I find Totango to be quite user-friendly, with an intuitive interface and strong automation tools. The platform makes it easy to segment customers based on health, trigger post-sales nurture campaigns, and identify early warning signs of churn.

**What do you dislike about Totango?**

While it’s straightforward for basic tasks, I’ve noticed that making the most of Totango’s advanced features and automations often requires technical expertise or admin support. Some of the more complex configurations can be challenging without dedicated help. On the plus side, the Totango support team has been responsive and helpful throughout onboarding, troubleshooting, and whenever I’ve had ongoing questions.

**What problems is Totango solving and how is that benefiting you?**

We were looking to see if we could handle churn with learning from Totango.

  ### 13. Totango Customer Success Update

**Rating:** 4.5/5.0 stars

**Reviewed by:** Bijjam P. | Customer Success Analyst, Enterprise (> 1000 emp.)

**Reviewed Date:** August 21, 2025

**What do you like best about Totango?**

As a CSA, I appreciate Totango’s customer-centric approach that makes it easy to segment accounts, track health scores, and automate tasks—helping me stay proactive. Features like SuccessPlays, automated triggers, and the 360° customer view ensure I never miss key milestones and can focus on building stronger customer relationships.

**What do you dislike about Totango?**

As a CSA, one challenge with Totango is that it can feel a bit complex at times, requiring extra effort to customize workflows and reports to match specific needs.

**What problems is Totango solving and how is that benefiting you?**

Totango helps me proactively manage customer health, track renewals, and automate success workflows, which saves time and enables me to focus on building stronger customer relationships.

  ### 14. Best for one source of truth

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Information Services | Enterprise (> 1000 emp.)

**Reviewed Date:** July 31, 2025

**What do you like best about Totango?**

Totango is a solid customer success tool that’s easy to use and great for tracking client health and automating outreach. It brings data from different systems into one place, probably my favourite feature working in our company with teammates across the globe.. The interface is clean and it doesn’t take long to get the hang of it. That said, setting up custom workflows or reports can be a bit tricky. Overall, it’s a good fit for growing teams, but it might not suit companies needing deeper reporting or faster help.

**What do you dislike about Totango?**

Support takes long to respond an custom workflows are a bit more complex.

**What problems is Totango solving and how is that benefiting you?**

Ensuring realtime information sharing across multiple teams and locations.

  ### 15. Easy to use and fine tune segments!

**Rating:** 4.5/5.0 stars

**Reviewed by:** Anshul S. | Customer Success Analyst, Mid-Market (51-1000 emp.)

**Reviewed Date:** February 24, 2025

**What do you like best about Totango?**

The user interface is friendly and not very complex. It enables me to track my customers' health score with multiple parameters defining the health score. It is also very well integrated with SFDC; the contact sync while triggering campaigns and to send outreaches is seamless. Any communication with customers through SFDC is also tracked. All in all, it's an easy to use and a powerful tool for Customer Success folks!

**What do you dislike about Totango?**

Champion counts take time to update/reflect in Totango from SFDC.

**What problems is Totango solving and how is that benefiting you?**

I am able to identify customers that are at risk of churn by directly looking at the health scores. Customer in red need to be approached primarily since they may be at high risk of churn. This has helped me cater to customers who haven't had a great experience and was able to provide them with the support they needed. I was able to improve the customer's experience and saved customers from churning. The idea of measuring customers' health through various parameters has been quite helpful in understanding their experience.

  ### 16. Strong and feature-rich platform

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Education Management | Mid-Market (51-1000 emp.)

**Reviewed Date:** February 19, 2025

**What do you like best about Totango?**

There's a very comprehensive set of features that make managing customer relationships and tracking account health much easier. The ability to create automated workflows, set up custom segments, and track usage data helps drive proactive engagement with customers. The interface is generally intuitive, and the integrations with other platforms like Salesforce ensure a seamless workflow. I also appreciate the flexibility in reporting and the ability to customize SuccessPlays to align with our internal processes.

**What do you dislike about Totango?**

Reporting, while flexible, could use more advanced customization options. Additionally, integrating more deeply with our product to bring even more utilization data would enhance the experience.

**What problems is Totango solving and how is that benefiting you?**

Totango helps us stay on top of customer engagement by providing real-time insights into account health and usage trends. It enables our team to be proactive in addressing potential risks and identifying expansion opportunities. As a next step, I'm keen to explore the Campgains functionality.

  ### 17. User Experience

**Rating:** 2.5/5.0 stars

**Reviewed by:** Arthur A. A. | CSM, Mid-Market (51-1000 emp.)

**Reviewed Date:** March 27, 2023

**What do you like best about Totango?**

We began using Totango around two years ago to manage customer journeys, monitor risks, oversee renewals, and drive growth. It helps us proactively identify and resolve potential customer issues while also preparing them for renewal. Additionally, Totango enables us to segment our customer base, allowing us to efficiently send targeted emails to specific customer groups for various purposes.

**What do you dislike about Totango?**

Totango prioritizes support based on customer ARR. Customers with lower ARR may receive lower-priority support and reduced support quality. Despite being a customer for over two years, we have never been proactively contacted by the Totango Customer Success team.

**What problems is Totango solving and how is that benefiting you?**

A Customer Success platform centralizes all customer management activities in one convenient location.

**Official Response from Lorena Fikes:**

> Hi Arthur, thank you for the excellent review, we are humbled by all of your kind words and for taking the time to share your feedback. We. have passed along your feedback to our internal team. We’re delighted that you’re getting value. We work hard to meet expectations like yours, and we're happy to hear we are doing just that for you. Best, Lorena

  ### 18. Powerful and Easy-to-Use Tool for Proactive Customer Health Management

**Rating:** 5.0/5.0 stars

**Reviewed by:** Esha A. | Customer Success Analyst, Mid-Market (51-1000 emp.)

**Reviewed Date:** February 21, 2025

**What do you like best about Totango?**

Totango is the application, which is easier to use, we run a lot of projects mainly related to account health. This allows me to create customized campaigns to target my customers. Proactively reach out to all the customers who have a low health score and save the clients who are on a risk to churn in the coming future. I use this daily to keep a regular check over my clients. The reports and segments are also easy to make and reliable for data analysis. The integration with Salesforce allows me to just call the customer with one click with all the saved contacts pulled in from Salesforce. The health grade system is accurate, and this allows me to reach out to clients on a specific area where they are either in a amber or low or red health score in that aspect.

**What do you dislike about Totango?**

The refresh rate between Salesforce and Totango is slow sometimes, need more visual options for the dashboards as well which will be more helpful to visually analyse the data.

**What problems is Totango solving and how is that benefiting you?**

Totango has benefited me in customizing the campaigns for a certain set of customers who are in a low health score and may churn in near future. This also helps me track the Net Promoter Score or Customer Satisfaction Rating after I trigger these campaigns to the customers. The health score also helps me in identify on what area to target the customers. This is the daily use application that I use for my proactive engagements or projects.

  ### 19. Great software to manage a very individual customer experience

**Rating:** 4.0/5.0 stars

**Reviewed by:** Bastian W. | Customer Success Lead, Small-Business (50 or fewer emp.)

**Reviewed Date:** February 21, 2025

**What do you like best about Totango?**

You can setup basically everything you need as a CSM in Totango - customer journeys, individual customer profiles fitting every industry, automations, task management, ...
Totango also offers a great range of integration options, which we use to both integrate into Hubspot and our own software hellomateo.

**What do you dislike about Totango?**

There are quite a few things that are a bit buggy in Totango. Most of them do not fully mess with the functionality, but they just take away a bit of the fun using it. Boxes around clickable fields do not follow the same logic, segment filters can be difficult to work with. 
While our experience with the support was generally really good, product feedback was not properly considered and often washed away saying things are "by design" like that.

**What problems is Totango solving and how is that benefiting you?**

Totango is helping us with a range of issues. From getting a customer started by inviting him to an onboarding call by mail, over sending him valuable information during his onboarding journey, up to helping with product adoption by integrating usage data and setting up automated check in tasks.
We basically monitor the whole onboarding process and time-to-value achievements in the platform, while also being alarmed about existing customers with low usage. Additionally, our whole task management process moved to Totango, which allows us to directly manage daily work, churn & upsells in the same environment.

  ### 20. Its user friendly and has wealth of information making it a one stop spot

**Rating:** 5.0/5.0 stars

**Reviewed by:** Sarah O. | Senior Client Success Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** August 12, 2025

**What do you like best about Totango?**

I like seeing the dashboard and overview of my portfolio

**What do you dislike about Totango?**

I think this might be internally through my company (Lytx) but I feel like at times the information from Salesforce doesn't fully transfer over to Totango so we are missing for necessary information

**What problems is Totango solving and how is that benefiting you?**

Having all the information in one place is very helpful - also being able to set tasks for myself helps with organization

  ### 21. Intuitive for young teams, but a bit overwhelming! Usage hard to follow

**Rating:** 3.0/5.0 stars

**Reviewed by:** Tara O. | Senior Client Success Manager, Enterprise (> 1000 emp.)

**Reviewed Date:** February 20, 2025

**What do you like best about Totango?**

I love the dashboards to follow key information and organize my day about my clients. It helps me know who i need to contact, low active users, clients ready for executive business, keeping on top of tickets status and anyone needing additional support.

Building out the dashboards is super easy using the AND/OR boolean logic

I use it every day and have it open for every single client call.

**What do you dislike about Totango?**

The usage doing go deep enough. I can see my clients are in the tool but not what they are doing in the platform enough to have enough actionable insights around what I can further help with for them. 

I also find the Tasks difficult to manage and overwhelming. If you fall behind there is no way to bulk reset your tasks / delete old ones so that when you have annua or quarterly business reviews/resets for yourself to get organized, theres no easy way to even start leveraging them.

**What problems is Totango solving and how is that benefiting you?**

Identifying my clients engagement, activity, success, renewal status and more. Totango allows me to stay organized and surface who I need to reach out to and when

  ### 22. Platform to manage customer relations

**Rating:** 3.5/5.0 stars

**Reviewed by:** Hugo J. | Customer Success Manager, Team Lead, Enterprise (> 1000 emp.)

**Reviewed Date:** August 15, 2023

**What do you like best about Totango?**

That you can add touchpoints to log client activities but first and foremost that you are able to add set up scheduled tasks, to keep track on the current work and promises towards your clients.

**What do you dislike about Totango?**

I really miss real time notifications in your inbox (or Team, Slack, etc.). Currently you only get a mail summary per day. Somewhat hard to distinguish the difference between the company (overall) page and the product (sub) page, adding e.g. tasks or contacts on a product level, while we have decided to keep everything on the overall level. More and smarter ways of automized tracking of touchpoints.

**What problems is Totango solving and how is that benefiting you?**

To keep track on all clients in my personal account portfolio. Setting up scheduled reminders to remember to reach out to clients that may not reach out themselves as often. To keep a log for each client so it's easier for a colleague to understand the current status of an account, should I be on vacation or out of office.

  ### 23. Totango

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Automotive | Mid-Market (51-1000 emp.)

**Reviewed Date:** October 07, 2025

**What do you like best about Totango?**

Totango is a user friendly and easy to use software that makes my day to day life as a Customer Success Manager easy.  It allows me to track and monitor client interactions as well as generate success plans with ease

**What do you dislike about Totango?**

Some functions in Totango add extra steps to my daily tasks or they take a while to be created to become effective in daily use.

**What problems is Totango solving and how is that benefiting you?**

Helping with customer management as a fully fledged CRM

  ### 24. Totango does a lot of things well, but lacks wow-factor

**Rating:** 3.5/5.0 stars

**Reviewed by:** Dexter L. | Customer Success Executive, Mid-Market (51-1000 emp.)

**Reviewed Date:** February 19, 2025

**What do you like best about Totango?**

I use Totango every single day as part of my job as a Customer Success Manager, and have done so for more than 3 years.

The customer overview page is by far my favorite thing about Siteimprove - having a lot of key information available with one click, right at the top of the screen.
I also like the touchpoints system - it's quick and easy to store key customer interactions, as well as browse through them later on. 

The segmentation features and the ability to store segments is also very flexible and easy!

**What do you dislike about Totango?**

I wish the customer overview page was more flexible to the end user / CSM. Sometimes I want to move widgets around based on personal preferences or individual customers, which isn't possible. The system is also quite rigid when it comes to updating contact information and key contacts per customer, making data hygiene a bit of a pain.
One of my biggest gripes with Totango is how it fails, in my view, to integrate the task system in an easy-to-use way. I feel like there are way too many steps associated with creating tasks, managing them, etc., and they are not visible enough to use, which is a shame because the feature has so much potential to help CSM's cover all their to-do's and reminders.
Another big gripe is the lack of a native integration with Freshdesk. We used Zendesk before and it was seamless to bring across tickets, but not so much for Freshdesk, which means I have to go to several other systems for visiblity into a customer's current issues and possible pain points with Support.

**What problems is Totango solving and how is that benefiting you?**

I manage a large amount of customers, and have to do a LOT of lookups of key customer information every single day. Renewal dates, subscription content, usage, etc. I need it fast and at-a-glance. Totango is great for this, with almost all needed information (apart from Suppor tickets) found at the top of the screen, and it has great integrations with our Product and other platforms, like our primary CRM and Pendo, just one click away. So it does succeeded in being my main platform and one-stop-shop to begin exploring a customer in more detail.

  ### 25. Room for improvement

**Rating:** 3.5/5.0 stars

**Reviewed by:** Christopher B. | Manager, Customer Success, Small-Business (50 or fewer emp.)

**Reviewed Date:** February 18, 2025

**What do you like best about Totango?**

Totango does a fantastic job of taking the data fed into the platform and using it to create a Health Score based on the parameters that I need. By using the data, campaigns and SuccessBlocs can be easily utilized allowing for plenty of customization. The workflows are easy to set up and implement across the whole team. When I have needed support, the team has been quick to respond with the right solution.

**What do you dislike about Totango?**

The app itself can be a little clunky at times. For example, sending campaigns can often mean the formatting of the email changes/adjusts ever so slightly which doesn't match up with that of the email that was originally created. Improvements could be had here.

Improvements to reporting would be welcomed, particularly better options to see changes over time (how did NPS change from Date X to Date Y for example). 

It'd be great to see more information from the Zendesk integration push into Totango. Currently it shows number of tickets whereas it'd be great to see the context of each ticket. It's not possible to use Totango fully as a central hub for information for us as this information doesn't push in.

Similarly, the integration with Gmail is weaker than competitors. It'd be great to get all emails sent to be synced into Totango and ones received, automatically. The process of bcc-ing or using the extension is a little clunky.

**What problems is Totango solving and how is that benefiting you?**

The Health Score component and the NPS SuccessBloc saves us considerable time identifying customers that are at risk and also highlighting sentiment towards our service. We also use the campaigns functionality to communicate to our customers with items such as newsletters, special announcements or product showcases.

  ### 26. Best for Proactive Campaigns

**Rating:** 5.0/5.0 stars

**Reviewed by:** Likhit A. | Customer Success Analyst, Mid-Market (51-1000 emp.)

**Reviewed Date:** February 18, 2025

**What do you like best about Totango?**

We run a lot of proactive campaigns within Totango, the health score system helps us to track how engaged our client is with us.
Running different othe campaigns to target cleints under various projects.
The reporting and Dasboards also help us track our progress on not only these campaigns but also the accounts which are there within our production system.
It is easy to use and I use it  on a daily basis for reaching out to the clients.

**What do you dislike about Totango?**

Sometimes the data takes time to load, also had a small issue of integration of data from salesforce but this has been solved by the Totango support team as of now.

**What problems is Totango solving and how is that benefiting you?**

Totango helps me track the Account health which no other product does. This way I am able to measure how likely the client may churn in the future. And we try saving these clients.
It also helps with added Campaign sets to target and facilitate various campaigns for adding to success stories.

  ### 27. Very Dependable, Not so Flexible

**Rating:** 4.0/5.0 stars

**Reviewed by:** Evan S. | Vice President of Customer Success, Global, Mid-Market (51-1000 emp.)

**Reviewed Date:** May 16, 2025

**What do you like best about Totango?**

Generally, we are very happy with totango. It's given us a layer of real-time insight into customers we did not have previously. The product is stable, and integrating it into our existing systems was mostly painless.

**What do you dislike about Totango?**

Permissions and roles are bucketed in a way that is too simplistic for a multi-tiered hierarchy, but we make do with how it is. 
The platform could benefit from a little more work on their bulk-action availability. For example, duplicating segments, reports, etc, today, is a one-by-one motion that should be a lot easier. 
Lastly, reporting and analytics are somewhat rigid and clumsy to build.

**What problems is Totango solving and how is that benefiting you?**

real-time customer insight/health, CS operations overview

  ### 28. Useful tool for new business too

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Market Research | Enterprise (> 1000 emp.)

**Reviewed Date:** August 05, 2025

**What do you like best about Totango?**

As a new business seller, I use Totango to quickly check if a lead or account has previously been a customer. It’s incredibly useful for tailoring my outreach if I see they’ve churned, I can dig into the reasons and avoid repeating past issues. If they’re a current or past customer, I can highlight relevant wins. It saves me time and helps me craft more relevant, confident messaging.

**What do you dislike about Totango?**

The search functionality can feel a bit clunky at times. It would be great if I could search by email or domain more intuitively without having to filter through unrelated results.

**What problems is Totango solving and how is that benefiting you?**

Totango gives me quick visibility into an account’s customer history, which is a huge help when prospecting. Instead of blindly reaching out, I can see if the company has used our product before, when they churned, and what their engagement looked like.

  ### 29. A tool with great user experience

**Rating:** 4.5/5.0 stars

**Reviewed by:** Viktoria J. | Team Lead, Customer Success Engineering, Mid-Market (51-1000 emp.)

**Reviewed Date:** February 19, 2025

**What do you like best about Totango?**

It's easy to navigate the website and reach different pages. I like the general look of the page itself (white / green style) it's very nice and not overwhelmingly vibrant. I find the global templates secction useful, because this way I can share views/segments with my team members. I like that we can implement automation via the APIs and that we can send Totango touchpoints from Outlook directly. The segments filtering is greatly implemented.

**What do you dislike about Totango?**

If we want to change assigned personnell in bulk (e.g. in 100 Accounts) we need to do it one by one from the web app.
Overall, I like Totango.

**What problems is Totango solving and how is that benefiting you?**

We can track every step our Customer Success Teams are performing with the customer engagements. This way everyone is on the same page, and since Sales has access to the same Tool they're collaborating efficiently. We also use Totango as one of the CRM systems.

  ### 30. Just getting started

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Commercial Real Estate | Mid-Market (51-1000 emp.)

**Reviewed Date:** August 07, 2025

**What do you like best about Totango?**

The ability to integrate with so many of our existing tools so our customer data is always up to date.

**What do you dislike about Totango?**

Would like it be a little more customizable. For example, the health rating calculations  and risk statuses aren't customizable enough to give an accurate picture of my accounts.

**What problems is Totango solving and how is that benefiting you?**

We are just getting started with Totango but so far it provides more visibility into the key initiatives for our clients across our team and organization. I can see it being very helpful when accounts change hands and we don't have to share our entire notes we had been taking on note taking applications.

  ### 31. Great potential if configured and maintained properly

**Rating:** 3.5/5.0 stars

**Reviewed by:** Tanner B. | Azure Technical Solution Consultant, Enterprise (> 1000 emp.)

**Reviewed Date:** May 20, 2025

**What do you like best about Totango?**

Totango is useful for documenting client touch points and managing multiple product renewals throughout the year.

**What do you dislike about Totango?**

Totango, while a useful tool, needs to be maintained to ensure data is up to date. Your entire team needs to be onboard and follow best practices to maintain accurate data health. Missing touch points means that other teammates can be left in the dark.

**What problems is Totango solving and how is that benefiting you?**

Documenting customer on-boardings and touch points. Allows other teammates to gain insights on client meetings they may not have been able to attend in the past and be brought up to date with the progress of client accounts.

  ### 32. Very User Friendly

**Rating:** 5.0/5.0 stars

**Reviewed by:** Sony P. | Client Success Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** March 13, 2025

**What do you like best about Totango?**

The platform provides a robust set of tools for tracking customer health, engagement, and product usage. Helps customer success teams streamline processes with automation, reducing manual effort.

It offers real-time data and analytics to monitor customer behavior and identify risks or opportunities. Also, connects with major CRM platforms (Salesforce, HubSpot), support tools (Zendesk), and other SaaS products for seamless workflows.

**What do you dislike about Totango?**

While the interface is user-friendly, the depth of features can be overwhelming for new users. Training may be required.

I found it that the reporting and dashboard customization options restrictive compared to others, but it could be because of the permissions. 

But overall, love the functionality and it's features.

**What problems is Totango solving and how is that benefiting you?**

All the info is in one place and plan feature is my absolutely best to have a quick reference point for notes!

  ### 33. Totango Experience

**Rating:** 5.0/5.0 stars

**Reviewed by:** Fahad A. | Associate Manager - Customer Success, Mid-Market (51-1000 emp.)

**Reviewed Date:** August 12, 2025

**What do you like best about Totango?**

It lets you keep a track of the entire customer journey and sends you timely reminders which helps me and my team be on top of the game. Totango has made our CSM experience seamless and interesting.

**What do you dislike about Totango?**

Nothing, its seamless and we love the experience.

**What problems is Totango solving and how is that benefiting you?**

To identify churn and early warning signs!

  ### 34. A one- stop shop for all customer data and touchpoints

**Rating:** 5.0/5.0 stars

**Reviewed by:** Steve Y. | Sr. Customer Success Manager, Computer Software, Mid-Market (51-1000 emp.)

**Reviewed Date:** February 18, 2025

**What do you like best about Totango?**

I like that I can find all relevant data points about the customer - everything from current consumption levels to most recent interactions to upcoming tasks - in one consolidated view/ dashboard.

**What do you dislike about Totango?**

I have tried a handful of other CS platforms, and Totango is my favorite. I don't have any complaints. I use it everyday.

**What problems is Totango solving and how is that benefiting you?**

I use Totango to manage upcoming renewals - I have a dashboard for that. 
I use Totango to identiy which product lines are currently contracted and the consumption levels of each. 
I use Totango to log all customer interactions so I can quickly review to see where we left off. 
I use Totango to remind me of my counterpart on the sales team that I share accounts with, so I can reach out to the appropriate teammate at the appropriate time.

  ### 35. Totango Review

**Rating:** 3.5/5.0 stars

**Reviewed by:** Phillip B. | Implementation Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** August 05, 2025

**What do you like best about Totango?**

Totango is easy to navigate through, manage my existing accounts and keep track of upcoming tasks.

**What do you dislike about Totango?**

Can't say that I have any complaints so far.

**What problems is Totango solving and how is that benefiting you?**

Totango is helping me manage my customer's in an organized manner, using one tool. Making my ability to proactively manage my customer's implementation lifecycle easier.

  ### 36. Great data insight into my accounts

**Rating:** 4.0/5.0 stars

**Reviewed by:** Jacob C. | Account Manager, Enterprise (> 1000 emp.)

**Reviewed Date:** August 07, 2025

**What do you like best about Totango?**

Great view of my clients with great flexibility to customize.

**What do you dislike about Totango?**

Not sure, im enjoying most of everything so far. I can't share my list with my manager is the only thing I can think of.

**What problems is Totango solving and how is that benefiting you?**

Visibility into my customer success manager notes on my accounts and health status check

  ### 37. Powerful and flexible Customer Success platform

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** August 05, 2025

**What do you like best about Totango?**

Being able to pull data from multiple systems into one customer profile helps me provide more relevant support and speak confidently during check-ins or QBRs.

**What do you dislike about Totango?**

The platform has a lot of capabilities, which is great, but it also means there’s a bit of a learning curve—especially at the beginning.

**What problems is Totango solving and how is that benefiting you?**

One of the biggest problems it solves is the lack of centralized visibility across customer data and engagement. Before using Totango, I had to manually track customer health, onboarding stages, and renewal timelines using spreadsheets and scattered notes.

  ### 38. It's great! The way we can track our customer is nice and helpful

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.)

**Reviewed Date:** August 06, 2025

**What do you like best about Totango?**

Totango makes it easy to track customer health and engagement across the entire portfolio. I really appreciate how it brings together usage data, tasks, and communication in one place, helping me stay organized and proactive in managing my accounts.

**What do you dislike about Totango?**

Some features feel unintuitive at first and require a bit of a learning curve.









Ask ChatGPT

**What problems is Totango solving and how is that benefiting you?**

Totango helps streamline customer success workflows by centralizing account data, tracking health scores, and automating tasks. This has improved visibility, efficiency, and proactive engagement across our customer portfolio.

  ### 39. Great Tool to help organize, segment and keep updated on the changes of a large portfolio

**Rating:** 4.5/5.0 stars

**Reviewed by:** Adrian T. | Associate Customer Success Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** March 12, 2025

**What do you like best about Totango?**

- Love the Custom Segment features and the ability to make changes to my accounts via the Segment Reports
- The Touchpoint Integrations with my other apps has saved me so much time with keeping my account information updated, and seeing updates from colleagues also in contact with my Portfolio

**What do you dislike about Totango?**

- Lack of Notification Customization, unable to configure individual email notifications for upcoming tasks, only a Digest which covers a few tasks
- Unable to mass edit/delete tasks. Needing to edit tasks one by one is cumbersome, especially for tasks created en masse via automation

**What problems is Totango solving and how is that benefiting you?**

Helping keep information about my portfolio updated and eliminating manual processes related to organizing, following up with clients and completing future tasks

  ### 40. Lots of Potential- Not first time user friendly

**Rating:** 3.0/5.0 stars

**Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.)

**Reviewed Date:** August 12, 2025

**What do you like best about Totango?**

I love building campaigns, and the easy to set up integrations, I also like being able to track customer health and easy to build workflows.

**What do you dislike about Totango?**

It is not first time user friendly. It is difficult to navigate, live support is not easy to come by, and it is information overload at times.

**What problems is Totango solving and how is that benefiting you?**

It is our primary CRM. It helps me keep track of customers and where they are in their journey as well as keep track of customer data.

  ### 41. Intuitive

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.)

**Reviewed Date:** August 07, 2025

**What do you like best about Totango?**

Compared to other solutions that I've used in the past, Totango does the best job so far of removing manual tasks from managing my accounts and calls. I can simply go back and review details of my meetings and understand the health of accounts in a flash.

**What do you dislike about Totango?**

There is a bit of a learning curve when first starting to navigate the platform, but can be learned quickly.

**What problems is Totango solving and how is that benefiting you?**

Managing my book of business, and integrating with Gong for detailed meeting notes.

  ### 42. Everything I Need in One Place!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Commercial Real Estate | Enterprise (> 1000 emp.)

**Reviewed Date:** September 02, 2025

**What do you like best about Totango?**

I love the way that I can create multiple customers and they all flow into one home page.  Honestly, the ease of use once everything is set up is pretty nice!

**What do you dislike about Totango?**

If I am splitting hairs, I would say the initial setup can take a bit of time.

**What problems is Totango solving and how is that benefiting you?**

Totango is helping me solve where my lower touch point customers are so that I can re-engage with them!

  ### 43. Easy Note Logging, but Touchpoint Reasons Are Annoying

**Rating:** 4.0/5.0 stars

**Reviewed by:** Shanayde C. | Customer Success Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** October 14, 2025

**What do you like best about Totango?**

I like how easy it is to log notes and updates for accounts

**What do you dislike about Totango?**

having to leave touchpoint reasons for tasks

**What problems is Totango solving and how is that benefiting you?**

Totango is helping me keep on top of my book of business, identify risks and areas of improvement with my clients

  ### 44. Good CRM tool, but needs improvement

**Rating:** 3.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.)

**Reviewed Date:** October 06, 2025

**What do you like best about Totango?**

Good overviews of the accounts, SuccessPlays, and insights

**What do you dislike about Totango?**

Timeline unclear and tedious to search for specific details

**What problems is Totango solving and how is that benefiting you?**

We use it as a CRM tool in CSM: logging details, emails, and overviews for renewals and new customers during onboarding. Solving is currently not the focus and application.

  ### 45. Totango the CS one stop shop

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.)

**Reviewed Date:** May 20, 2025

**What do you like best about Totango?**

What I like best about Totango is how modular and intuitive it is for managing customer journeys at scale. The SuccessBLOCs make it easy to break down each stage of the customer lifecycle into actionable goals, and the real-time visibility into account health helps teams proactively address risks before they escalate. It’s also very flexible when it comes to setting up automated tasks and campaigns, which makes scaling personalized engagement more feasible.

**What do you dislike about Totango?**

What I’ve found challenging with Totango is that some of the reporting can feel a bit rigid. There are times where I want to slice the data in a more customized way or combine multiple filters across modules, and it’s not always straightforward. Also, while the platform is powerful, it can take a minute to fully understand all the moving parts when you’re first setting things up

**What problems is Totango solving and how is that benefiting you?**

Totango helps us keep track of account health, touchpoints, and playbooks all in one place—which makes it easier to stay organized, proactive, and aligned across the team.

  ### 46. Totango Overview

**Rating:** 5.0/5.0 stars

**Reviewed by:** Joyce G. | Strategic Account Executive- Client Success, Large Strategic Accounts, Enterprise (> 1000 emp.)

**Reviewed Date:** January 23, 2024

**What do you like best about Totango?**

I like that its organized to put in notes for every single step of the onboarding process. I love that it lists all projects in one view and you
Can see all status

**What do you dislike about Totango?**

It can be a little slow and has alot of fields to fill in, just a little more complex than simple

**What problems is Totango solving and how is that benefiting you?**

It is keeping all my onboardings in one place and organized. It helps me know the stage I am at with the onboarding so I know who to prioritize and who to focus less on so I can plan my day better. Also keeps all notes and stages aligned so I dont miss any steps in the onboarding phase

  ### 47. User friendly and efficient experience

**Rating:** 4.0/5.0 stars

**Reviewed by:** Dean W. | Senior Director - Compute Transformation, Analytics, Product Engineering, Enterprise (> 1000 emp.)

**Reviewed Date:** August 07, 2025

**What do you like best about Totango?**

I like the scalability of the platform.  You can do modular adoption, so features can be rolled out in waves in big complex organizations.

**What do you dislike about Totango?**

I do think the customer health scores can be misleading, showing a customer as green when sometimes the usage data doesn't reflect that.  More work needed on data integrity as well as the algorithm for health calculation.

**What problems is Totango solving and how is that benefiting you?**

Helping us improve NPS (net promoter score) through customer journey assessment.

  ### 48. Good for assessing risk but not the most flexible

**Rating:** 2.5/5.0 stars

**Reviewed by:** Gerard M. | Customer success manager, Enterprise (> 1000 emp.)

**Reviewed Date:** March 22, 2024

**What do you like best about Totango?**

Good customer service
Salesforce integration 
Good for adding manual risk assessment

**What do you dislike about Totango?**

Missing key features such as email integration 
Not easy to access clients across a range of portfolios unless they share a common thread such as same person working on the accounts
Not very good looking platform in terms of colour/design
Bugs on touchscreen
Lack of flexibility in terms of views & dashboards

**What problems is Totango solving and how is that benefiting you?**

Risk management for renewals which helps to lower gross churn

  ### 49. Totango the CRM for CSM's

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.)

**Reviewed Date:** August 06, 2025

**What do you like best about Totango?**

Stores plenty of data from varying systems across our business and allows great integration of our customer tools

**What do you dislike about Totango?**

Enablement is minimal from the support/education team. Feels like a Ferrari under the hood, but receiving that personalised support is hard to find.

**What problems is Totango solving and how is that benefiting you?**

Totango helps us have a clear view of the customer health from varying platforms all in one place. We can track risk, expansion and customer objectives all from one place.

  ### 50. Totango helps us as a business drive customer satisfaction to improve customer engagement & success

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.)

**Reviewed Date:** February 26, 2025

**What do you like best about Totango?**

Totango has a simple and powerful interface. It is also easy to implement but requires data from other applications. The API layer makes it easy to integrate with other data sources. We use it frequently to assess customer engagement across our customer success and sales teams. Product is simple and does not require much support.

**What do you dislike about Totango?**

Customer support has good resources and sometimes they share a video to users on how they can troubleshoot a problem. Overall it works for the most part but sometimes leaving you needing the next level and then the only option is to get services.

**What problems is Totango solving and how is that benefiting you?**

We use Totango to understand the customer journey and the level of adoption so that we track the engagement. Based on the level of engagement, we can develop nurture campaigns to drive better adoption of the product. The features of Totango allow us to look across customers and their usage/adoption.  Understanding the customer journey allows us to improve their experience after signing them up.


## Totango Discussions
  - [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
  - [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
  - [why does totango doesn't have a history ?](https://www.g2.com/discussions/51779-why-does-totango-doesn-t-have-a-history) - 1 comment, 1 upvote
  - [Would you be able to send more updates with regards to segments and creating them?](https://www.g2.com/discussions/43614-would-you-be-able-to-send-more-updates-with-regards-to-segments-and-creating-them) - 1 comment, 1 upvote
  - [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

- [View Totango pricing details and edition comparison](https://www.g2.com/products/totango/reviews?hsFormKey=0f8270f33f2fb6a14fe903b9863ae75e&hubs_content=blog.hubspot.com%2Fcustomers&hubs_cta=author&hubs_post=blog.hubspot.com%2Fcustomers%2F7-elements-of-a-blog-to-be-more-successful&locale=es&original_path=whitepapers%2Ccustomer-success-the-farming-paradigm&page=2&s=customer+success&tab=tab-support&section=pricing&secure%5Bexpires_at%5D=2026-07-19+20%3A01%3A52+-0500&secure%5Bsession_id%5D=0c85e696-35b4-4905-ad95-30d1ff9ff78e&secure%5Btoken%5D=8efd43184594cd13aea5c010fb9eb7cb343634334a4b8682cfc7726ac2aa93d5&format=llm_user)
## Totango Integrations
  - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews)
  - [Agentforce Service (formerly Salesforce Service Cloud)](https://www.g2.com/products/agentforce-service-formerly-salesforce-service-cloud/reviews)
  - [Appdome](https://www.g2.com/products/appdome/reviews)
  - [Dynamics 365 Sales](https://www.g2.com/products/dynamics-365-sales/reviews)
  - [Freshdesk](https://www.g2.com/products/freshdesk/reviews)
  - [Gainsight Customer Success](https://www.g2.com/products/gainsight-customer-success/reviews)
  - [Gong](https://www.g2.com/products/gong/reviews)
  - [Google Workspace](https://www.g2.com/products/google-workspace/reviews)
  - [HubSpot Marketing Hub](https://www.g2.com/products/hubspot-marketing-hub/reviews)
  - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews)
  - [Luware Nimbus](https://www.g2.com/products/luware-nimbus/reviews)
  - [Meltwater](https://www.g2.com/products/meltwater/reviews)
  - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews)
  - [Revenue Hub](https://www.g2.com/products/revenue-hub/reviews)
  - [Salesforce Headless 360 Platform (formerly Salesforce Platform)](https://www.g2.com/products/agentforce-360-platform-formerly-salesforce-platform/reviews)
  - [Zendesk for Customer Service](https://www.g2.com/products/zendesk-for-customer-service/reviews)

## Totango Features
**Customer Information**
- Customer Health Scores
- Customer Monitoring
- Customer Profiles
- Playbooks
- Customer Segments
- Product Engagement
- Surveys

**User Analysis**
- Survey Implementation
- Data Analysis

**Data Sourcing**
- Data Enrichment
- Expandability
- Content Marketing
- Multiple Devices

**Sales Team**
- Flexible Sales Process
- Playbooks

**Platform Basics**
- Templates
- Exporting
- Multi-user Access and Collaboration
- Data Analytics 

**Platform Basics**
- Dynamic Segmentation
- Journey Optimization

**Analytics**
- Net Promoter Score (NPS)
- Customer Satisfaction (CSAT) Score

**Onboarding Setup**
- Workflows
- Templates
- Checklists

**Agentic AI - SAP Store**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making

**Predictions**
- Churn Risk
- Upsell Opportunities
- Custom Triggers
- Machine Learning

**User Support**
- User Segmentation
- Multi-Language Support

**Intelligence**
- Predictive Modeling

**Intelligence**
- Opportunity Identification
- Zero-touch Renewals
- Smart Content

**Platform Data**
- Journey Reporting
- Trends Reporting
- Dashboards
- Advanced Data Filtering

**Customization**
- Stakeholder Management
- Multiple Branding Support

**Project Tracking**
- Monitoring
- Content
- Tasks
- Optimization

**Agentic AI - Customer Journey Mapping**
- Autonomous Task Execution

**Platform**
- Reporting & Dashboards
- API & Integrations
- Data Import & Export Tools
- Workflow Capability
- Notifications
- Customization
- Scalability
- Data Security
- Performance & Reliability
- User, Role, and Access Management

**Walkthrough Type**
- Text Bubble Walkthroughs

**Platform Additional Functionality**
- Journey Mapping
- Integrations
- Automated Alerts

**Customer Engagement**
- Portal
- Engagement
- Branding
- Visibility

**Generative AI**
- AI Text Generation
- AI Text Summarization

**Platform Basics - Digital Adoption Platform**
- Integration
- Communications

**Agentic AI - Customer Journey Analytics**
- Autonomous Task Execution
- Cross-system Integration
- Adaptive Learning
- Proactive Assistance

**Agentic AI - Experience Management**
- Autonomous Task Execution
- Cross-system Integration
- Natural Language Interaction
- Proactive Assistance

**Agentic AI - Customer Revenue Optimization**
- Autonomous Task Execution
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making

**Analytics - Digital Adoption Platform**
- Analytics

**Agentic AI - Customer Success**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Natural Language Interaction
- Proactive Assistance

**Functions - Digital Adoption Platform**
- Customer self-service
- In-app guidance

**Agentic AI - Digital Adoption Platform**
- Adaptive Learning

## Top Totango Alternatives
  - [Custify](https://www.g2.com/products/custify/reviews) - 4.7/5.0 (510 reviews)
  - [ChurnZero](https://www.g2.com/products/churnzero/reviews) - 4.7/5.0 (1,591 reviews)
  - [Planhat](https://www.g2.com/products/planhat/reviews) - 4.5/5.0 (937 reviews)