---
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: '2026-07-24'
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&#39;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&#39;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&#39;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&#39;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. Great software to manage my day as a CSM

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** June 12, 2024

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

Totango helps me organize my day and keep track of what I need to accomplish. It records my account activity with categories to hit my department goals as a CSM. Couldn't do my job without it.

**What do you dislike about Totango?**

I wish it pulled in more information from our Salesforce accounts, but that's my company integration that I don't have authority over.

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

Totango helps me to prevent churn by giving visibility into account health.

  ### 2. Great Product

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** October 30, 2024

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

Merchant health data organization & churn predictioin

**What do you dislike about Totango?**

API is a little bit outdated & could use some general improvements

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

It is allowing us to really analyze merchant health data and predict whether or not they will leave

  ### 3. Improving product, quality and fast support

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** March 05, 2024

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

Totango was easy to use and was relatively easy to implement. 

The customer support has been effective and fast.

Our marketing, sales, and CS teams use Totango for various objectives every day.

We integrated with our Dynamics 365 CRM and it has worked well throughout the years.

**What do you dislike about Totango?**

Totango can do a good job releasing features but sometimes it is unclear how to incorporate them. 

Our account has been passed around to different Account executives. Has made it hard to get the account questions answered.

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

We needed a way to create a consistent onboarding process for new clients. Our CS team relies on Totango to understand where clients are at in their onboarding stage and what needs to be done next.

We have reduced our onboarding time for clients by 50%. Very valuable as we continue to scale.

They also help with our automated communication to customers. Marketing is leveraging their in-app communication to show clients new features and demos on our user interfaces.

  ### 4. Powerful Tool but mediocre responsiveness from company

**Rating:** 3.5/5.0 stars

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

**Reviewed Date:** November 16, 2023

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

Easily keep any and all info on your clients in one place. Unresponsive support. Recently added a new CS to our team, totango didn't sent up their license for over a month, would not respond to us. When they eventually did set up their license, they gave them the wrong license. They did not let our company know that we would be losing our own Totango CS until well over a month after they had been let go. They did a massive layoff within the company and it shows. We've also recently started to experience integration issues and information not being pulled in correctly, we've received no help from support or any response on this issue.

**What do you dislike about Totango?**

Notifications permanently deleted once marked as viewed, No CS given to all companies anymore,unresponsive and unhelpful when they are.

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

Totango solves the problem of client information being stored in multiple locations. Easily gathers everything to one centralized location, however due to integration issues, the info pulled in is not always accurate.

  ### 5. Totango is my go-to tool

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** March 10, 2024

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

In my role as a Customer Success Manager (CSM), Totango is my go-to tool.

Totango equips me with the necessary customer insights. Whether it's assessing health scores, devising action plans, or scheduling follow-up tasks, Totango provides me with the essential resources to ensure customer success.

With Totango, logging information is seamless. I don't have to toggle between screens; I can conveniently forward emails directly to the relevant customer account or access the Totango app while on the go.

**What do you dislike about Totango?**

Within our organization, not all users have the opportunity to engage in a call with a Totango CSM. I believe it would be beneficial for Totango to disseminate insights, best practices, and other valuable resources in a scalable manner, beyond the interactions users have directly with Totango.

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

As a CSM, I manage a large number of clients. Totango provides me with the focus and insights necessary to drive success with my clients.

  ### 6. Totango for HealthTech Company

**Rating:** 5.0/5.0 stars

**Reviewed by:** Bobac R. | Director of Customer Success, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 10, 2024

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

Totango was incredibly easy to implement for our team, non of which had prior experience with the platform.

**What do you dislike about Totango?**

Some of the reports pulled are a little clunky.

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

Customer onboarding and health scores are the two biggests problems Totango has solved for us. In addition, we have a large, large, number of low touch customers. Totango has helped us service all of these folks without

  ### 7. Great tool for new and experienced CSMs.

**Rating:** 4.5/5.0 stars

**Reviewed by:** Jerome V. | Sr Customer Success Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** May 22, 2024

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

Totango's user-friendly design makes it super intuitive and easy to use for new CSMs who have never worked with this kind of tool, but as a more experienced CSM I can also find all the tools and advanced functions I need for my more complex tasks. 
I also love the constant improvements to Totango and how quickly enhancements and fixes are released.

**What do you dislike about Totango?**

The timelines and dashboards are a little bit too linear for visual or individuals like me. More interactivity would be great.

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

My organization relied on multiple platforms, with Totango, I'm able to keep track of essential customer info and quickly and easily share it with my team.

  ### 8. Working Made Easy

**Rating:** 5.0/5.0 stars

**Reviewed by:** Shannon W. | Manager of Account Strategy, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 26, 2024

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

The ease of the platform. The organization of all related data and how you can easily tag other co-workers within tasks, follow ups, etc! It easily integrates with google calendar and other day to day platforms that we find ourselves using when communication with accounts

**What do you dislike about Totango?**

Honestly, there isn't much that I have disliked. It was easy platform to get used to and learn

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

keeps everything streamlined within totango for all the info and pertinent data related to the shops that we work with

  ### 9. Totango Review 3 Month User

**Rating:** 4.0/5.0 stars

**Reviewed by:** Allison M. | Account Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** January 22, 2024

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

The thing I like best about Totango is that it seems to help me complete tasks a bit faster. For instance, if I need to send out emails to a number of my clients on similar topics it is easy to go to the client, open the message, have access to everyone's contact information, and have my correspondence documented on their account as an historic record.

**What do you dislike about Totango?**

I think it's a bit difficult to read. The formating could use a bit of work as sometimes I'm unsure why something is appearing on my dashboard. This could be that I haven't had much time to work with the product as it's new to my role.

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

Documentation that integrates with other programs is the primary benefit of this product for me.

  ### 10. Terrible product with no way out of subscription even if the product doesn't work!

**Rating:** 0.0/5.0 stars

**Reviewed by:** Verified User in Hospital & Health Care | Mid-Market (51-1000 emp.)

**Reviewed Date:** June 25, 2024

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

I don't have anything good to say about the product.

**What do you dislike about Totango?**

The product is very terrible. It's very difficult to integrate and let alone import custom data.

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

We wanted to solve Customer Success Retention with this however, we couldn't get it work. Even after that we reached out to support but they said we have to upgrade to a higher plan. When we asked to cancel the contract they said, pay upfront for the remaining months for them to cancel the plan.

  ### 11. So far, I am loving it!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Ashley C. | Project Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 21, 2024

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

I love that I call pull all my data in, see it in a way that is meaningful to me and my organization. I am loving the process of integration, support from the Totango Team and the ease of use!

**What do you dislike about Totango?**

so far I am loving it! Nothing to report.

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

Clear organization of all customer opportunities, renewals, QBRs, correspondences in all one place along with the ability to report

  ### 12. Beautiful Software to Keep Me On Top Of things!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Emily N. | Customer Support Specialist, Mid-Market (51-1000 emp.)

**Reviewed Date:** November 17, 2023

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

I LOVE Totango. It keeps all of the information about my customers in one place and reminds me what I need to do to help keep them happy. The health scores allow me to stay ahead of the game and ensure my customers can use my product successfully. The interface is easy to use and gives me all the information I need at a glance!

**What do you dislike about Totango?**

There is a lot of work to do at the beginning, as is the case with most software. It's not difficult work, which is a bonus, and it's definitely worth taking the time to set the program up correctly, but it does take some significant time.

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

I have so many plates spinning that it's easy to forget what I need to do next. Totango helps me keep track of everything going on with my customers without logging into 98157 different systems. The health scores have changed my work life by giving me a heads-up when customers aren't using my product as they should. Campaigns and success plays make it easy to help my customers engage with my product.

  ### 13. Great tracking managment

**Rating:** 3.0/5.0 stars

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

**Reviewed Date:** November 18, 2024

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

all of the reports and statistics that can be calculated

**What do you dislike about Totango?**

no email integration to track communication natively

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

source of truth for the customer relationship

  ### 14. A useful tool for managing customer relationships

**Rating:** 3.5/5.0 stars

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

**Reviewed Date:** October 30, 2024

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

The interface is clean and easy to navigate, which helps when accessing customer data quickly

**What do you dislike about Totango?**

Not enough customisation for Dashboards.

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

Task tracking is straightforward

  ### 15. Helpful to track Customer Health & Risk Status

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** June 12, 2024

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

The visibility into customer health and risk status is extrememly helpful for CS teams managing many accounts. You can quickly glance to check usage, and customize your own definition of what a healthy account looks like. 

Accounts at risk are also clearly visible, eliminating the element of surprise at renewal time.

**What do you dislike about Totango?**

You can customize table views and add filters but if you click through and forget to save, you have to apply them again.

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

Visible indicators into customer health and risk status is my primary use case and Totango helps me achieve that.

  ### 16. Solid platform for Customer Success Teams

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 31, 2024

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

Totango is a intuitive & user-friendly platform that allows our team to stay proactive in addressing client needs and focus on high-impact activities. I appreciate how seamlessly it integrates with our other tools.

**What do you dislike about Totango?**

The health scores are not always accurate and unreliable. Some limitations in managing tasks (especially during holidays & weekends).

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

It helps me forecasting risk in my client portfolio.

  ### 17. New User

**Rating:** 4.0/5.0 stars

**Reviewed by:** Amanda L. | Client Success Manager II, Enterprise (> 1000 emp.)

**Reviewed Date:** May 07, 2024

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

I have only been using Totango for about a month and do like the tool, but curious and excited to explore it's capabilities. I appreciate the ability to customize your view and think this will keep me well organzied.

**What do you dislike about Totango?**

The tool seems like it may be a little too robust, would like a more simplified/intuative workflow.

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

I am able to keep track of my clients and the work I've done for them

  ### 18. The best kept CRM secret

**Rating:** 3.0/5.0 stars

**Reviewed by:** Hayley A. | Mid-Market (51-1000 emp.)

**Reviewed Date:** January 22, 2024

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

I love the workflow of Totango. It is so simple to create entire task lists through SuccessPlays, add individual tasks or follow up tasks, complete outreach directly through Totango, and even upload external communication. All attachments and documents are catalogued, and tracking the last touchpoint is automated. Totango can send a "Daily Digest" outlining upcoming tasks that are due to my inbox.

**What do you dislike about Totango?**

I dislike some of the limitations in the email flow (cannot cc on outgoing emails or see who is cc'd on incoming emails if they are not in the system).

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

Totango solves the problems in managing outreach throughout the customer journey. The system makes it very simple to track customers along each state of the journey and manage outreach at each stage.

  ### 19. Chief Customer Officer

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** June 22, 2024

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

Before Totango we had limited visibility into our customer data. Totango has provided our CX team with a central source of truth and increased efficiency and resource allocation across the team. Ops, Marketing and other cross functional departments benefit from the collection of this data.

**What do you dislike about Totango?**

It's nothing specific to Totango - it's the standard change management with end user adoption. It took our team 2 quarters to get to a baseline with adoption and it really requires a weekly ops call and strong product owner to drive proper adoption. However, I would expect this is any B2B software. The Business Unit leader must implement a proper approach to change management.

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

Health reporting, revenue optimization, ID areas of optimization across the customer journey, customer engagement.

  ### 20. Totango makes my life as an Account Manager much easier!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Kathie H. | Sr. Customer Relationship Manager, Enterprise (> 1000 emp.)

**Reviewed Date:** June 10, 2024

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

What I love best about Totango is the funcionality.  I can do my everthing through the application. Tracking touchpoints, setting up campaigns, creating newsletters, reporting, etc.  I use Totango every work day.  It is also easy to learn and implement.

**What do you dislike about Totango?**

There isn't anything I don't like, really.

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

Customer data management and campaign tracking.

  ### 21. Great product for automation and key data points

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Health, Wellness and Fitness | Enterprise (> 1000 emp.)

**Reviewed Date:** June 18, 2024

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

Totango is nice to be able to see everything in one place. I can see all communications sent to customers but also key data information. Risk collections are easy to use but could use some adjustments. Contract management is helpful and easy to follow.

**What do you dislike about Totango?**

Character limits, box sizes, data can be crowded/hard to find.

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

Totango is solving for automation and the ability to send out mass campaigns to targeted accounts. This helps with renewals and onboarding. Segments help identify accounts that need attention.

  ### 22. Visibility and standardization

**Rating:** 2.5/5.0 stars

**Reviewed by:** Kirsten B. | Customer Success Operations Manager, Computer Software, Mid-Market (51-1000 emp.)

**Reviewed Date:** November 15, 2023

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

Totango offers our team visibility into all important pieces of data in one location. It also allows us to standardize key processes (like onboarding and risk) with plays, notifications, and tasks to ensure the whole team is confident and on the same page when it comes to taking action. I also use Totango's segments to surface data points that allow me to identify trends and warning signs, especially related to usage and possibility of churn.

The support we receive from the team is also excellent - our sales person Glenn is top notch and super attentive, and the support team is always quick and helpful (especially JJ!). I also love sharing the self-paced courses with my team.

**What do you dislike about Totango?**

There are a few areas that could be improved upon, and I've already upvoted these areas in their product wishlist (ex: the campaign editing and the scorecard creation experiences). I'd also like to pull the Plan Summary section into a segment and to be able to trigger a SuccessPlay on the change of an attribute (any attribute, not just a lifecycle).

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

Totango is our source of truth and the record of our client engagements. It standardizes processes but also saves the team time.

  ### 23. Customer Success Tool

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** May 23, 2024

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

All my customers info customised for me at a glance

**What do you dislike about Totango?**

I'm not sure what some features mean or how to use it unless I google it. My ideal journey is that there are pop ups teaching me how to use it while i navigate

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

Helps me see customer adoption usage at glance, provides proactive suggestions

  ### 24. Insights to help drive success

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** May 02, 2024

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

I like that I can pinpoint the health of an account based on several factors. Each of these are then broken down into sub-categories to help you really honne in on what is driving performance.

**What do you dislike about Totango?**

I think it could be a little more user friendly. The efficacy is great, but there are a lot of learning curves for the untrained eye to adjust to.

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

It's helping me better understand the utilization of our program with my clients and their portfolios. The data provided helps us open up conversations about what is driving low success rates and how we can adjust moving forward.

  ### 25. Heavy User as a CSM

**Rating:** 3.5/5.0 stars

**Reviewed by:** Candice R. | Customer Success manager (CSM Post sales), Mid-Market (51-1000 emp.)

**Reviewed Date:** January 24, 2024

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

-Ability to track task and to do's
-Ability to see breakdown of customer health
-Customer data and account details
-Integrates nicely with SFDC
-Email Templates
-Success   play linkage off Tasks
-Google calander link! Fire

**What do you dislike about Totango?**

-Report building is difficult in totnago
-geared a bit more towrads sales, but works well for CS
-Email communications out of gmail/vs totango spoty and and not always logged.

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

It is providing CSM's witht he ability to dive deeper into their customer needs and issues as well as properly asses that the customer is getting the value they need out of the system they are using. It allos the user to track customer meetings, calls, notes, issues, cases etc.

  ### 26. Team Synchronization - Made Easy

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** January 24, 2024

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

Totango makes sharing information with colleagues simple and effective.  Integration with Outlook also allows easy conversion of shared meeting minutes into internal notes for tracking and sharing.  Deepening knowledge and standardizing processes across not only your team, but also interdepartmentally is made trivial with the help of Totango.

There was very little learning curve when implementing the system into day to day tasks.  If there were ever questions or issues, customer support was quick to provide solutions.  We had a minor integration issue due to some updates on our end and the team was very quick to resolve.

**What do you dislike about Totango?**

I believe there is some room for improvement on Outlook integration - simplifying the number of times needed to login.  Also may be opportunity to reduce the number of clicks needed to complete tasks/touchpoints.

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

Totango is porting many different data streams into a single point (NPS, ticket metrics, account health, meeting minutes).  Rather than crossing across multiple different softwares, it now lives in a single home - which has made life easier across the team.

  ### 27. A really great tool for Customer Success

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** March 27, 2023

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

Totango has streamlined our processes by automating communication and retention processes through success plays. I like seeing customer health quickly and having that update automatically. The ability to generate presentations for quarterly business reviews has saved the manual labor it usually takes to create those slide decks for all of our clients. I also love being able to use Totango as a task manager. I love success plays and how they ensure we're triggering meaningful tasks around churn risk. I like that the feature requests we've put forward or our concerns with the product functionality have been addressed and a reasonable time frame. Love that my google calendar now can be integrated for upcoming client meetings.

**What do you dislike about Totango?**

We sometimes encouter bugs with the product not working correctly but they are usually fixed in a reasonable timeframe

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

Totango is giving us a single place to store customer data and interactions, tracking the health and success of the account, logging communication and automating communication and processes around booking meetings and maintaining customer health. Really loving the benefits of automation around intervention for at risk customers especially as we scale our CS approach

**Official Response from Lorena Fikes:**

> Thank you for the awesome review and for taking the time to share your feedback. We really appreciate hearing about your experience. We work hard to meet expectations like yours, and we're happy to hear we are doing just that for you. We are always listening to our customers for ways to continue to iterate and improve the platform. We would love to hear your ideas- they can be shared with our team and added to our product wishlist: https://support.totango.com/hc/en-us/community/topics/360001294011-Product-Wishlist. Best, Lorena

  ### 28. Great Tool for Customer Success, Although not a Project Management Tool

**Rating:** 3.0/5.0 stars

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

**Reviewed Date:** January 23, 2024

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

I love how Totango has the ability to keep track of many customer touchpoints in one location.  Specifically the ability to have a 'checklist' within my account that breaks down the tasks per customer, so I keep them all organized.

**What do you dislike about Totango?**

It's rather difficult to work with the canvases, as well as the timing of tasks.  While I understand that Totango is not Project Management software, it would be beneficial to have tasks with dependencies, so you don't have to bucket everything into a time block.  It's also a bit frustrating when checking off items on certain lists, as the list will re-prioritize, and if you're working quickly, you risk checking off items for different customers than you intended.

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

The problem we have had prior to Totango was being able to accurately track all customer success tasks for all customers in one location.  Previoulsy, there were disparate spreadsheets, which made it difficult to sync up for a portfolio view/approach.

  ### 29. Product Designer

**Rating:** 3.0/5.0 stars

**Reviewed by:** Sandra  F. | Mid-Market (51-1000 emp.)

**Reviewed Date:** January 23, 2024

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

I think the UI is clean and for the most part easy to use.

**What do you dislike about Totango?**

Currently onboarding my team with Totango In-app but found it a bit frustrating with implementation. The communication hasnt been the best. 
We are running into an issue with the in-app notifications being able to be seen by "everyone" - so for general announcements that apply to all users, it hasn't been working. We have not heard back from the Totango team yet, but, we are hoping to troubleshoot this and get solved so we can at least start using totango for those announcements!
We also noticed an issue with creating segments and found that our script isn't set to capture the user role (i.e. admin/patient/etc) so they aren't working as intended right now. 
It would be great if we could connect with someone on your end with technical understanding review the script and check everything is correct on our end.

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

still working on implementation.

  ### 30. Visually appealing software with lots of potential

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** May 29, 2024

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

Great data managment tools
Visually appealing user interface
Lots of automation potential
Zoe bot is useful for sharing data with other teams

**What do you dislike about Totango?**

Usage reporting graphs only go back 12 months
Lack of audit trails when metrics are updated
Unclear process for affecting health scores based on touchpoint sentiment

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

Source of truth for customer records. We are split between many systems so Totango ties these together nicely.
Better usage interactions. Did not have a way to interact with customers en masse based on low usage with such granularity

  ### 31. Intuitive, simple and easy to use software that gets the job done

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** March 12, 2024

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

The upsides of using Totango:
- Easy to understand and use the software
- Capabilities of the platform (i.e. reporting, tracking & logging)
- Main tool I use daily for success management

**What do you dislike about Totango?**

The downsides of using Totango:
- Some features do not always work as expected (e.g., triggered, automated flows called "playbooks")
- Integration with other platforms can be cumbersome (e.g., capturing information from e-mails sent to customers)

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

I try to keep an overview of all my clients, gain insights on risks & opportunities at my clients and take action on those insights. Totango helps me do this by helping me keep one single source of truth for success management, allows me to create reports containing all my clients in one overview and create tasks.

  ### 32. Nothing Special

**Rating:** 2.5/5.0 stars

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

**Reviewed Date:** June 14, 2024

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

It has a pretty clean UI and layout compared to SFDC.

**What do you dislike about Totango?**

Our software has so many complexities when it comes to customer engagment that trying to capture ALL of the information in one place has proven near impossible. It just feels like another windo to open to type our notes into.

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

Not sure it's helped solve any "business" problems. Maybe some of our leadership is looking at reports, but seemingly to know if we're logging touchpoints.

  ### 33. Totango is a platform that makes it easy to track your company goals and succeed at scale.

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** March 27, 2023

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

I enjoy how easy it is to learn the platform. Also, the capability of sending one-to-many email campaigns is one that we value the most as we continue to grow. The ability to build a dashboard and track goals and KPIs is my favorite feature.

**What do you dislike about Totango?**

Limited dashboard visual capabilities. Other than that, I like all the features that totango offers to its clients. No additional comments.

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

AI account summaries are helpful to send quick and professional recaps of account performance. This is still in the beta stage, but Totango is making huge progress to tailor these summaries to our clients.

**Official Response from Lorena Fikes:**

> Thank you for the awesome review and for taking the time to share your feedback. We really appreciate hearing about your experience. We work hard to meet expectations like yours, and we're happy to hear we are doing just that for you. We are always listening to our customers for ways to continue to iterate and improve the platform. We would love to hear your ideas- they can be shared with our team and added to our product wishlist: https://support.totango.com/hc/en-us/community/topics/360001294011-Product-Wishlist. Best, Lorena

  ### 34. Totango interface with Zendesk from a Technical Support Manager

**Rating:** 4.5/5.0 stars

**Reviewed by:** Sandra C. | Manager of Technical Support, Mid-Market (51-1000 emp.)

**Reviewed Date:** January 22, 2024

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

Our Success Team uses Totango & though our Support Teams utilize Zendesk we do need to pop into Totango for account level information and continue to work towards utilizing API integrations to link the two Systems & Teams for seamless support of customer's success and enabling the team to be well informed of account health, contacts, touchpoints etc. Totango is also very easy to use and doesn't require a ton of training. The Support has been awesome as well when any questions did occur.

**What do you dislike about Totango?**

I wish it was easier to have 2 way sync of data into external systems.

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

More complete visibility and insights across the organization

  ### 35. A flexible and powerful Customer Success tool

**Rating:** 4.0/5.0 stars

**Reviewed by:** Mark F. | Small-Business (50 or fewer emp.)

**Reviewed Date:** April 12, 2024

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

Creating cusotmer journeys in Canvas and Campaigns
Setting up and monitoring Customer Health
Segmenting customers into different groups
Collaborating on customer accounts
Regular updates and new features

**What do you dislike about Totango?**

Can be a bit slow at times
The revenue centre can be improvement
My portfolio could be a bit simplfied and a bit more intuative and flexible

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

One view and source of truth for Customer mapping, journey and experience

  ### 36. Good CS platform that is easy to use

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** February 27, 2024

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

I like that Totango is fairly user friendly for tracking customer health, logging touchpoints, and getting high level data about each customer. I also like that each product or entitlement is listed separately for a customer so you can be organized in logging everything under he correct product.

**What do you dislike about Totango?**

It can be daunting to learn the deeper ins and outs of the platform. Specifically, SuccessBLOCS and Success Plays. There is a lot of automation that can be done, but it is confusing to learn at times.

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

It's allowing me to log all my touchpoints in the same place and also allows me to document their success plans and objectives. The Outlook integration is great for logging touchpoints right off of my follow up emails to customers.

  ### 37. Great platform for Customer Marketers

**Rating:** 4.0/5.0 stars

**Reviewed by:** Nhu V. | Mid-Market (51-1000 emp.)

**Reviewed Date:** May 13, 2024

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

I use Totango to create marketing campaigns for customers and it's super easy to learn and create.

**What do you dislike about Totango?**

The filters are limited sometimes. There's no possibility to create multiple emails in one campaign which would be super useful instead of create multiple single-email campaigns.

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

Create campaigns easily to our customers.

  ### 38. Not so intuitive but good for workflows

**Rating:** 3.0/5.0 stars

**Reviewed by:** Verified User in Public Relations and Communications | Enterprise (> 1000 emp.)

**Reviewed Date:** March 22, 2024

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

Great integration in Salesforce, easy for anyone to access high-level information on an account and see the plays being run in any account

**What do you dislike about Totango?**

It's not that intuitive, you have to learn where to find the information you need. Also, a little glitchy. Every 5 or so times I open the website, I need to reload. Not a big deal, it just takes a second, but it is annoying.

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

It's for customer success and journey mapping. The playbooks are great, the reports are great. it's easy to see what is happening in an account and the health (generally) of the entire portfolio. I also like that it pulls titles, our previous tool didn't.

  ### 39. Totango disappoints. It just doesn't live up to the promise.

**Rating:** 1.0/5.0 stars

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

**Reviewed Date:** May 08, 2024

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

SuccessBLOCS are a good idea.  Packaging everything you need to meet an objective reduces the implementation time. 

It gets messy quickly though. Using SuccesBLOCS leads to duplicated segments and difficulty in finding where a specific automation lives.

**What do you dislike about Totango?**

Too many things just didn't work as described during the sales process:
- No automatic email integration.  The integrationrequires manual intervention for every email sent
- Hubspot automation. Incredibly difficult to implement and limited in functionality
- Revenue Center. This is completely unusable for our renewal process.

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

Visualizing our customer portfolio.

**Official Response from Chris Dishman:**

> Hello, My name is Chris Dishman, I am the SVP of Customer Success at Totango.  
First, I would like to apologize for the bad experience with our platform.  We take great pride in ensuring that all of our customers get value from their experience, and we clearly missed the mark this time. 

You referenced a number of areas that were challenging, which we are actively working on as we unify our platform with Catalyst.  This includes things like improved email integration, a revised approach on revenue center, greater flexibility around managing and viewing customized portfolios. . 

I am glad that you found value in our SuccessBLOC functionality.  We are very proud of how it provides the ability for teams to quickly get value, and leverage standard methodologies for Customer Success.  We are continuing to work on the evolution of those, to help address some of the areas you called out that could use improvement. 

I would like the opportunity to discuss your feedback with you and see if there is anything we can do to better support you.  Please let me know and we can schedule a time to discuss.  

Chris

Chris Dishman
Totango + Catalyst
SVP, Global Customer Success
Chrisd@totango.com.

  ### 40. Totango helps me stay organized and automate tasks and reminders based on my customers' healthscores

**Rating:** 5.0/5.0 stars

**Reviewed by:** Andrea G. | Partner Success Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** October 18, 2023

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

Customizable success plays are my favorite thing to use and create. Staying on top of a book of business of 100+ clients can get tricky, so automating reminders when something happens with the client's health score keeps me very proactive. Segments keep me on top of my metrics and allow me to maintain an organized folder with all the information I need. Totango was easy to learn and very user friendly.

**What do you dislike about Totango?**

The data from the mobile app differs from the data in the web version of Totango; sometimes when in the field I wonder if I'm getting the most accurate and up-to-date information.

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

It's helful in keeping all information in one place, and staying organized with my portfolio. Before Totango, I would have to keep my own spreadsheets with all the information I needed, and update them manually. This has helped me save time in administrative work, and focus in driving results and success to my customers.

  ### 41. Inexplicable issues, slow and ineffective customer service.

**Rating:** 1.0/5.0 stars

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

**Reviewed Date:** September 30, 2024

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

Dashboards, segments, reports and language settings.

**What do you dislike about Totango?**

Inexplicable issues, slow and ineffective customer service.

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

-

  ### 42. Useful tool but requires a lot of work

**Rating:** 3.5/5.0 stars

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

**Reviewed Date:** May 30, 2024

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

- customer segmentation and targetting helps to send correct campaigns to correct people
- once you figure out how to map

**What do you dislike about Totango?**

- the campaign tool shows errors and blocks the campaign activation so it is required to do it from the scratch 
- the campaign errors aren't explaining where the error is so you spend lots of time on trying to find what's the error which builds up the frustration 
- the help Knowledge Bse page isn't the best 
- our onboarding buddy was fired and we didn't get any buddy replacement nor further support but we were asked to pay for the support while being in the onboarding period

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

customer targetting

  ### 43. I really appreciate that when I email clients I can copy them so that others can see.

**Rating:** 3.5/5.0 stars

**Reviewed by:** Jessica F. | Mid-Market (51-1000 emp.)

**Reviewed Date:** May 09, 2024

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

Writing out tasks
A common place for notes

**What do you dislike about Totango?**

Not understanding how to create reports
When we email a "returned" email, you can't BCC to go into notes

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

It saves me time taking notes for others to see so they know what is going on with each account

  ### 44. Totango review

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** May 20, 2024

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

It keeps me updated on the accounts that needs immediate attention and those accounts that also needed some touchpoints.

**What do you dislike about Totango?**

Non actually. I am satiisfied on how Totango is presented to me and how I am using it based on my needs for the accounts assigned to me.

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

It keeps me on the loop when it comes to my account status which is very helpful as I am not only handling 1 or 2 accounts but more than 20 accounts.

  ### 45. Starts off well, After a wile it seems like they do not care

**Rating:** 2.0/5.0 stars

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

**Reviewed Date:** November 16, 2022

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

The Design and attention to detail. While using this software you can see that this is generated by and for Customer succes managers.Unlike some software made by and for developers.

**What do you dislike about Totango?**

While implementing, we experienced a lot of changes in the main contact point. We had three different customer success managers in a reasonably short time. That could be handled differently.
Update: We even had more changes of points of contact and the level of  ticket support is far under the expected reasonable level. After creating wichlist items a while ago none of these have been implemeted. Don't get me wrong, I understand not all wishess will be fullfilled and we do not decide on the roadmap as customers. However none of the 20+ items where we do get reasanable reactions, or they are not implemented in a usefull manner. These where eddid on request of the CSM.

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

We want to have a 360° view of the customer. Know what is going on to make our clients even happier. We believe that the maximum value for our clients should be our main priority.

**Official Response from Chris Dishman:**

> Thank you for your response, and we take your feedback seriously.  We apologize for the changes in contact and have taken steps around that as well as ensuring tickets are responded to in a timely manner.  

As you indicated, managing a wishlist to the roadmap can be tricky, but we appreciate your interest in driving improvements for the product.  We will continue to work toward greater communication and feedback on the status of those requests.  

If possible, I would love to connect directly with you around your concerns.  If you are open please reach out to me directly and we can coordinate a time to connect around the issues you experienced.

Chris Dishman
SVP, Customer Success

  ### 46. Totango has transformed how we manage our data

**Rating:** 5.0/5.0 stars

**Reviewed by:** Graham R. | Customer Success Manager, Computer Software, Small-Business (50 or fewer emp.)

**Reviewed Date:** November 16, 2023

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

Totango offers a broad range of features to support many aspects of our teams operations

**What do you dislike about Totango?**

Further integrations with platforms such as Freshdesk and One Drive would be advantageous

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

Totango unifies our customers data to give us insights to make proactive decisions

  ### 47. Great ease of use

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** March 05, 2024

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

Being able to search and drill down is something that is very important for a CS tool. This helps to rapidly priotize based on the accounts that need attention.

**What do you dislike about Totango?**

The time to set up. A lot is dependant on the implementaiton and how its set up from the get go.This makes its ever so important to have the right team on the job.

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

The platform is designated as our single source of truth. It helps rapidly prioritze based on the filters we deem important and work on accouts based on that.

  ### 48. I use Totango for work

**Rating:** 2.5/5.0 stars

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

**Reviewed Date:** May 10, 2024

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

Totango helps me organize my accounts and see customer activity. I like being able to track my accounts through stages/a pipeline and have all information in one place.

**What do you dislike about Totango?**

Frequent bugs, data is delayed from our software, and it has issues syncing to our Salesforce account.

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

Prior to using Totango, it was hard to track where customers were in the onboarding process. Now, I can see that at a glance and automate stages based on customer actions or my actions.

  ### 49. Useful analytical tool for tracking and decision making

**Rating:** 4.5/5.0 stars

**Reviewed by:** Marko C. | Mid-Market (51-1000 emp.)

**Reviewed Date:** January 26, 2024

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

The software gives just the right amount of analytical data needed to be a quality product that helps. It's pretty flexible for adjusting such information, and pretty simple to use. I use totango on a day-to-day basis, and I needed only a few days to onboard. We have totango integrated into our CRM which is very useful, and had no issues/reason to contact customer support.

**What do you dislike about Totango?**

I really had no problem or issue with my usage of Totango

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

We had no proper way to track customer usage of our services, and this helped solve that.

  ### 50. Totango is a great platform to manage all of our customer success activities

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** March 30, 2023

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

I like that it is focused on the specific tasks and job of the Customer Success Manager. Totango helps to organize the CSM's daily activities and allows me to monitor team performance against goals. As a manager of CSMs, it provides me with numerous tools to measure and monitor progress.

**What do you dislike about Totango?**

I wish that it was better integrated to our CRM system (Salesforce) and that all of the data from our warehouse was readily available in Totango. As with many Saas solutions, I don't like downtime or performance degradation as it interrupts daily work.

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

We manage all of our customer success interactions in order to improve proactive care for our customers. It enables us to share up to date information and details about customer success internally within our team and share with other groups.

**Official Response from Lorena Fikes:**

> Thank you for the excellent review and for taking the time to share your candid feedback. 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


## 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&#39;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?mn=0wd-jfTUfIzpSiOr0leDbf1U54g9O4ioihhC.a0a-qifyfRBIC2-_&page=6&s=customer+success&tab=tab-data-files&section=pricing&secure%5Bexpires_at%5D=2026-07-31+04%3A06%3A25+-0500&secure%5Bsession_id%5D=123307b1-a13b-4758-ba32-ce0998eb37f6&secure%5Btoken%5D=6224f9c3a68d4b8de7f08fbc28a07742450aadeccb2157e7d9554e63efd24953&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
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