Totango Reviews & Product Details

Totango has really helped simplify the way I manage a large portfolio of accounts. The SuccessBLOCs are especially useful—they break down workflows and help me stay organized around key customer outcomes. The real-time health scores give me a quick sense of how each account is doing, and the automations make it easier to stay proactive without spending hours on manual tasks. Review collected by and hosted on G2.com.

Like with any tool, there was a bit of a learning curve at the beginning—especially when it came to setting up some of the more advanced integrations and custom metrics. Also, I’ve noticed that real-time syncing can lag a little on occasion, though it’s not a frequent issue. On the design side, I do wish there was more flexibility in customizing the layout to better match how I prefer to work, but it’s not a deal-breaker. That said, Totango’s support team has always been responsive, which makes a big difference when something does come up. Review collected by and hosted on G2.com.

What I like best about Totango is its intuitive interface and the way it simplifies customer success management. It gives clear visibility into customer health, helps automate key touchpoints, and enables the team to be proactive rather than reactive. The customizable SuccessPlays and segmentation features make it easy to tailor strategies to different customer journeys, ultimately driving better engagement and retention. Review collected by and hosted on G2.com.

While Totango offers a lot of powerful features, one area that could be improved is its reporting and analytics flexibility. Some of the more advanced custom reports can be a bit tricky to set up without deeper technical knowledge. Additionally, occasional sync delays with external data sources can affect real-time visibility. That said, the platform is constantly evolving, and I've seen improvements over time. Review collected by and hosted on G2.com.

One of the features we appreciate most is the intuitive interface—it makes it incredibly easy to view customer data at a glance and take immediate action. Whether we’re checking in on accounts, following up on escalations, or preparing for business reviews, everything we need is right at our fingertips. Review collected by and hosted on G2.com.

At times, building more complex reports or tailoring dashboards to fit specific team needs can be a bit limiting or unintuitive. It would be great to have more flexibility in customizing views, filters, and data breakdowns without needing additional technical support. Review collected by and hosted on G2.com.

We've been using this platform at work, and it's been incredibly helpful in streamlining our day-to-day operations. One of the biggest upsides is how user-friendly the setup is—getting everything up and running was quick and straightforward.

I also really appreciate how easy it is to view all of my segments and create custom reports. The layout is intuitive, and I can easily find the information I need without digging around.

My favorite feature is the Task tool—it’s been a game changer for staying on top of my daily objectives. It helps me stay organized, prioritize my work, and ensures that nothing slips through the cracks. Review collected by and hosted on G2.com.

Overall, the platform is very strong, but occasionally I’ve found that certain filters can be a bit limited when trying to narrow down specific segments or data. It would also be helpful if there were more customization options within reporting templates to better match our internal reporting needs. These aren’t blockers, but improvements here would make the platform even more efficient. Review collected by and hosted on G2.com.

Totango is very easy to use. Totango provides easiest way to keep track of client information and Activities. Task reminders really help in managing client related task very efficiently. It makes customer success managers life easy. Totango customer support is also very prompt and helpful. Review collected by and hosted on G2.com.

Nothing to dislike as such for now. Timely updates and new feature addition will really help more. Review collected by and hosted on G2.com.

I like how easy Totango makes it to track customer health and engagement in one place. The dashboards are intuitive, and it’s great for staying on top of renewals and customer success activities without juggling multiple tools. Review collected by and hosted on G2.com.

Sometimes the platform can feel a bit slow when loading large datasets, and setting up certain automations takes more steps than expected. But overall, it’s manageable once you get used to it. Review collected by and hosted on G2.com.

It is clear and easy for new employees to understand. Connections to Salesforce are good and data can be used for customer purposes. Working with the tasks helps a lot and the automatic Successplays are suitable for daily use. To quickly obtain information, it is okay. Review collected by and hosted on G2.com.

It does not have the comprehensive features that I am familiar with from other tools. We lacked detailed information on customer accounts, simpler overviews of customer status, and health ranking. More proactive features would be helpful, and the sync with our product was not good. I miss more active customer insights that I can use in meetings and provide added value to the customer. The timeline is also confusing, and you can't filter or categorize anything. Review collected by and hosted on G2.com.

Totango works really well for our team! It gives us clear visibility into how customers are using our product and helps us track interactions and performance. We can easily spot when a customer might be at risk and take action quickly. It also helps us scale our efforts and stay aligned with customer needs. Overall, a solid and helpful platform! Review collected by and hosted on G2.com.

Some parts of the platform can take time to learn, but once you’re up to speed, it’s a very effective tool for customer success teams. Review collected by and hosted on G2.com.

Totango is a great CSP if it's your first time getting into a CSP. Data is easily managed (as long as your data is generally clean) and being able to set your customer health is great. Review collected by and hosted on G2.com.

I believe Totango is at a bit of a crossroads with features. Some more standard features from other CSPs are missing. For example, depending on how you want to track customer touch points, if you are working with a corp person that applies to maybe 3 or 4 of the site-level businesses. There's no way to tag those child sites in your touch points. No "@" ability. Which from a tracking standpoint doesn't help all that much when looking at a single site and wanting to see all initiatives. Review collected by and hosted on G2.com.

Clean interface, with a user first design. Success plays, campaigns, timeline and objectives are excellent features. Review collected by and hosted on G2.com.

Feature set could be overwhelming for establishing Customer Success organisations. Recommend a "lite" version. Review collected by and hosted on G2.com.