--- 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'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. Extremely good tool, innovation ready and great support **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Services | Mid-Market (51-1000 emp.) **Reviewed Date:** November 20, 2021 **What do you like best about Totango?** I can manage everything from one dashboard. Frequent updates and new functionalities. Innovation readiness with AI functionalities **What do you dislike about Totango?** I would like a better review of the team's activities and workload **What problems is Totango solving and how is that benefiting you?** Keeping track my Customer's Success. We are finally handling customers in a consistent way throughout the company **Official Response from Lorena Fikes:** > Thank you for the review and for taking the time to share your feedback. We’re delighted that you’re getting value from Totango's features and appreciate hearing from you. Feel free to reach out to support@totango.com and we will be happy to assist in better understanding what you are looking to view in Zoe. Thank you again for your review. Best, Lorena ### 2. Easy to use UI and drag and drop configuration makes it super simple **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** September 15, 2022 **What do you like best about Totango?** As an administrator the drag and drop configuration is the thing I love the most. No need to train, no code needed. Just drag and drop and roll out.I have used other tools and none are as easy to configure. **What do you dislike about Totango?** I have had problems copying things. The copies appear, eventually, but sometimes are delayed. So I have had to learn and wait and not assume it did not copy and start again. **What problems is Totango solving and how is that benefiting you?** Totango is a super big hit with our CSM and Sales team. Data that was stored locally, or parts in different sources, are now in Totango. One look at a customer's information is all a user needs to know everything they need for all customers! It's a game changer for the team. **Official Response from Megan Hales:** > Thank you for taking the time to share your experience using Totango! We are delighted to hear you love our composable (drag and drop) approach! Our aim is to make the platform as simple as possible so you can focus on what's important, your team and your customers! As for your feedback on the challenge with copying... first, thank you for sharing - this is how we make improvements! Second, please reach out to support as this does not seem like expected functionality. Looking forward to continuing to support you! ### 3. Clean interface, good all-round platform for CS **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** February 07, 2024 **What do you like best about Totango?** The motions needed for CS are easy to follow in Totango. Easy to analyse large volumes of data **What do you dislike about Totango?** Figuring out how to save filters took some time to get used to **What problems is Totango solving and how is that benefiting you?** Analysing a portfolio at scale ### 4. Good features and easy to use product **Rating:** 4.0/5.0 stars **Reviewed by:** Hina A. | CS Director, Mid-Market (51-1000 emp.) **Reviewed Date:** October 21, 2021 **What do you like best about Totango?** Good product which helps to provide a 360 view of the customers. UI is much cleaner unlike Gainsight. Offers different views to manage renewals, risks etc. and custom segments can be created to suit one's needs. **What do you dislike about Totango?** Non-admins cant share a segment with others. Can't create sub-tasks. Task status aren't available. Either it is open or complete making it difficult to use for project management. Need flexibility in numeric fields to show %, add commas, remove decimals etc. **What problems is Totango solving and how is that benefiting you?** 1. Using it to log all the intelligence associated with a client, whether it is important notes from client meetings or it is data import from SF, Zendesk etc. to create a 360 view of clients 2. Manage renewals, upsells and identify accounts at risk **Official Response from Lorena Fikes:** > Hello Hina! 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. I am happy to report that Tasks in touchpoint should be coming out this weekend. We are actively working on field formatting and looking into more task-related enhancements. We push updates every two weeks and you can track them here (https://support.totango.com/hc/en-us/categories/360001856992-Product-Release-Notes) Best, Lorena ### 5. CRM for the ages **Rating:** 5.0/5.0 stars **Reviewed by:** Ali Q. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 22, 2023 **What do you like best about Totango?** Totango has been used by our business for some time now. I have been training on Totango via their incredible training videos and I have learned so much. The dashboards, the information, and the data that you can store and report on is amazing. Totango houses all of our customer information and we can easily track our customers and their health. This helps us, CSM's, better service our customers. **What do you dislike about Totango?** I would like to see more dashboards and more data points that we can report on. The user interface can be updated a bit more to easily navigate and find the information we require. **What problems is Totango solving and how is that benefiting you?** Tracking the customer journey is very helpful. We can onboard customers and then track their journey. We can also track expansions/opportunities for customers. **Official Response from Lorena Fikes:** > Thank you for an excellent review and for taking the time to share your feedback. We really appreciate hearing about your experience. 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 ### 6. Easy to use platform **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in E-Learning | Mid-Market (51-1000 emp.) **Reviewed Date:** January 25, 2024 **What do you like best about Totango?** I believe Totango is a very intuitive platform and easy to use. **What do you dislike about Totango?** I would like more customization options in order to fully adapt it to my needs when managing a customer account. **What problems is Totango solving and how is that benefiting you?** Totango is helping me manage my portfolio of customers. ### 7. A true game changer! **Rating:** 5.0/5.0 stars **Reviewed by:** Jess W. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 31, 2023 **What do you like best about Totango?** As a leader in the CS space, Totango has allowed me to effectively and efficiently manage my team, ensuring that they don't miss a beat in providing our customers with a best-in-class experience. The insights from the segmentation and the ease at which I can add critical account data, campaigns and success plays was a critical requirement when we researched CS tools. We have been delighted with everything this product delivers and look forward to growing with it! **What do you dislike about Totango?** This is very specific, but my singular frustration is that I cannot upload data as a percentage from my google drive integration. It requires an extra step to manipulate the reports I have into a number format to sync and then I had to create custom metrics to get it back into a percentage format, which seems a bit counter productive. While frustrating, it isn't a ton of extra work by any means - I just really value efficiencies. **What problems is Totango solving and how is that benefiting you?** Our Customer Onboarding and Nurture teams utilize Totango to manage the customer journey, identify areas of opportunity and ensure optimal customer health. Our CS leaders use the tool to manage our CS team, collecting insights on time management, task completion and account success. It has automated many of our processes and ensured that critical steps in our onboarding/nurture process don't fall through the cracks. Ultimately it has allowed us to increase customer health and, get in front of potential risk and churn and help our customers meet their goals for our product. **Official Response from Lorena Fikes:** > Hi Jess, thank you for the excellent review, we are humbled by all of your kind words and for taking the time to share your feedback. I have shared your upload date issues with our product team as they are always looking for ways to ensure our customers have the best experience. 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 ### 8. Very functional to help me manage my clients' journey. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Telecommunications | Mid-Market (51-1000 emp.) **Reviewed Date:** January 23, 2024 **What do you like best about Totango?** That you can create your own journeys according to your process and customer experience. **What do you dislike about Totango?** That you have to do your own setups in Totango. **What problems is Totango solving and how is that benefiting you?** Identifying the health of my clients based on different Health Scores, which helps me prevent churn. ### 9. It's got to be easy. It's got to be visible. **Rating:** 4.0/5.0 stars **Reviewed by:** Gary T. | Customer Success Manager APAC, Enterprise (> 1000 emp.) **Reviewed Date:** July 26, 2023 **What do you like best about Totango?** Gamification of the day-to-day. We do a lot of stuff through the day, it's nice to be able to capture this soft data and record the story of a relationship. The business loves it because it helps connect CSMs and upline management and also crystallises this information, valuable information and stores it as IP. **What do you dislike about Totango?** Some of the key features seem to really not be applicable. It seems geared toward SaaS products, whereas I use it for more complex MS relationships. **What problems is Totango solving and how is that benefiting you?** How do you record the ongoing story between organisations? How do you capture potential gems of opportunity from candid conversations and connect across geographies? How do you best help your valued clients by storing and sharing your shared journey with them, for the benefit of your team, and theirs? ### 10. Initial User Review **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Enterprise (> 1000 emp.) **Reviewed Date:** January 24, 2024 **What do you like best about Totango?** I like that the note taking and categorization features, they are easy to use and straightforward. **What do you dislike about Totango?** It it hard to gauge account heath at a glace. **What problems is Totango solving and how is that benefiting you?** It is helping to track the client lifecycle, and provide key health indicators. ### 11. i use regularly totango to take trace of all the task assigned to me **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** November 09, 2022 **What do you like best about Totango?** it is useful to have the work organized and planned **What do you dislike about Totango?** notifications page is not very readable, sometimes the same notifications appear again the next day **What problems is Totango solving and how is that benefiting you?** its useful for keep track of the work to do day by day **Official Response from Megan Hales:** > Thank you for taking the time to submit your review of the Totango platform. Love to hear it is helping you stay organized ad plan ahead As for the repeat notifications, that doesn't sound like expected behavior. If you haven't already, please submit a support ticket, a team member will definitely want to check it out! ### 12. Great CS platform, Great service, Great company **Rating:** 5.0/5.0 stars **Reviewed by:** Dror S. | VP of Customer Success, Mid-Market (51-1000 emp.) **Reviewed Date:** June 23, 2022 **What do you like best about Totango?** We've implemented Totango for our new SaaS platform we recently launched in the market, after a CS Vendor selection we chose Totango due to: * Great product and product experience * Product filled with best practices which reduced the time to value and made the implementation very easy * Great product release cadences, lots of great new features released in a short time * Great Onboarding experience - was really fast and easy. * Great support - fast and efficient to resolve the very few tickets I raised. **What do you dislike about Totango?** The reports module is not too rich and most of the data (scorecards and reports) are only shared internally in the system for users who are logged in to Totango. It would be great to have more possibilities to share data externally. **Recommendations to others considering Totango:** Try Totango's free community plan first to see if it works for you. **What problems is Totango solving and how is that benefiting you?** Totango allows great visibility on the customer's portfolio by collecting information from external systems and product usage, it also structures the work for the CSM using easy-to-setup playbooks. **Official Response from Lorena Fikes:** > Hi Dror, thank you for the excellent review and for taking the time to share your 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. 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 ### 13. Quick-to-learn, user-friendly customer engagement platform **Rating:** 4.5/5.0 stars **Reviewed by:** Marissa B. | Customer Engagement Lead, Mid-Market (51-1000 emp.) **Reviewed Date:** November 16, 2022 **What do you like best about Totango?** I love how easy it is to create email campaigns in Totango! I sometimes have to use HubSpot for email creation, and after working in Totango, I realize how much more user-friendly and intuitive Totango is. I love all of the component options that are built out as they are extremely easy to add to your emails and edit as needed. I also LOVE Totango's customer support team. They are very quick to resolve cases that I submit to them and they are thorough in their responses to me. **What do you dislike about Totango?** The least helpful thing about Totango is that it cannot automatically skip holidays for ongoing email campaign sends. Also, I don't love how any time you create a copy of an email campaign, it moves it out of the folder you're currently working in, and then you have to click multiple times to get it moved back into the folder you originally wanted it in. One last thing I wish could be improved is that I often have to refresh my Totango browser in order for it to update with certain changes made within my Totango instance - I wish it could auto-update these changes without having to refresh. **What problems is Totango solving and how is that benefiting you?** Totango helps me create an email campaign quickly - this benefits me as it saves me so much time when juggling multiple communication requests at once. It's also helping me solve how to track engagement metrics of the emails I'm sending! **Official Response from Lorena Fikes:** > Hi Marissa, thank you for the excellent review and for taking the time to share your 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. 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 ### 14. Great tool, it is amazing after you get the hang of it. **Rating:** 4.5/5.0 stars **Reviewed by:** Junry L. | Mid-Market (51-1000 emp.) **Reviewed Date:** March 27, 2023 **What do you like best about Totango?** I love that I can do many things on Totango, creating a segment once and sending reports. Of course, there are some limitations, but one cannot ask for too much when so much is already presented to you! I have used a few of the CS tools, but I find Totango the most detailed, and as I said, once you get the hang of it, it is a breeze. The CS team brilliantly explained and guided me to set up canvases and success plays. **What do you dislike about Totango?** I think it is incredibly overwhelming without some guidance at first. There were so many new tools and functions, and segments, and they were all foreign to me. I was given the administrator account but had not mastered the basics. Let me tell you, the fantastic Totango Customer Service team got me started. I am very appreciative of the level of patience they had with me. I am now a somewhat "pro" user and pleased. **What problems is Totango solving and how is that benefiting you?** It consolidates all the necessary information, a bird's eye view and a detailed view when required. It summarized all my reports and helped me quickly identify risks and concerns with my clients. I also use Totango to send out CSATs, and I love how easy it is. **Official Response from Lorena Fikes:** > Hi Junry, thank you for the excellent review, we are humbled by all of your kind words and for taking the time to share your candid feedback. We work hard to meet expectations like yours, and we're happy to hear we are doing just that for you. Best, Lorena ### 15. Love Totango! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** November 15, 2023 **What do you like best about Totango?** Easy to use Incredible amout of data able to implement Organized well and efficient to use Love the gmail integration I use Totango every day! **What do you dislike about Totango?** Hard to filter account timelines to find specific information **What problems is Totango solving and how is that benefiting you?** Organizing my book of business - Totango is a very efficiently laid out platform that makes my book easy to manage and keep track of. Tracking data and outreaches all in one place has been a game changer ### 16. Great Platform **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** January 28, 2024 **What do you like best about Totango?** Totango is great for a team - we operate within the platform on a daily basis to keep a pulse check on the teams touchpoints and client health. **What do you dislike about Totango?** Learning curve, still lots to learn about how to get the most out of the platform. **What problems is Totango solving and how is that benefiting you?** oversight over the client base with the ability to zoom in on clients with a poor health. The integration with salesforce allows us to accuately forecast too. ### 17. New Totango User **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** November 15, 2023 **What do you like best about Totango?** I appreciate the data Totango offers both on an individual account level and on a portfolio level. **What do you dislike about Totango?** I am new to Totango and it has been difficult to learn all of the functionality and implement in daily use. **What problems is Totango solving and how is that benefiting you?** Totango is becoming a place where I can find all the information needed about a customer. It is beneficial to have their contract dates, products, revenue, and playbook all in one place. ### 18. Segments **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Staffing and Recruiting | Mid-Market (51-1000 emp.) **Reviewed Date:** November 16, 2022 **What do you like best about Totango?** I think the reports. I wish the system could work between a CRM and Totango. **What do you dislike about Totango?** I do wish we were able to search using account ids. The system also only pulls date from Totango into Salesforce and not vice versa. The ability to have data flow between our CRM and Totango could be better but I understand there are limits. I'd love to be able to use our quoting system within Totango. This would help mitigate having to use both CRM tools. **What problems is Totango solving and how is that benefiting you?** It has helped my sales team to identify opportunities in our territories quickly, and the email campaigns help us stay in touch with customers. **Official Response from Lorena Fikes:** > Hi, thank you for the excellent review and for taking the time to share your 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. Regarding your feedback about bi-directional sync with Salesforce and the ability to search by account ID, we are excited to share that these exist in the product today, feel free to search our knowledge base or reach out to support for more information. We look forward to hearing from you. Best, Lorena ### 19. Must Have For Any CS Department! **Rating:** 5.0/5.0 stars **Reviewed by:** Diana B. | Senior Manager, Customer Success , Mid-Market (51-1000 emp.) **Reviewed Date:** March 28, 2023 **What do you like best about Totango?** After reviewing/comparing 6 other CS tools, we knew Totango was our CS tool. It provides the best holistic view, user-friendly, automation to help streamline processes, increase customer outreach, and much more. Our CSM is a great resource and always available. Totango also provides a great help section with videos, whitepapers, and webinars to help get you started, a refresher and more. **What do you dislike about Totango?** I do not have dislikes to share at this moment as I believe the issues I do run across are more related to user error/training on my behalf. **What problems is Totango solving and how is that benefiting you?** Totango allows us to now find everything in one place along with the capabilities of housing notes, track health checks (aka QBRs), stay up to date on our customers' accounts with notifications (bad health, support tickets, etc.), and create campaigns specific to CS. We were using multiple systems or even just word docs prior to Totango. **Official Response from Lorena Fikes:** > 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 work hard to meet expectations like yours, and we're happy to hear we are doing just that for you. Best, Lorena ### 20. Totango Review **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Transportation/Trucking/Railroad | Enterprise (> 1000 emp.) **Reviewed Date:** February 09, 2024 **What do you like best about Totango?** Totango helps provide visibility into communication and tasks with customers. It's easy to use **What do you dislike about Totango?** I don't like that there is no email plug into click to add to totango instead we have to bcc touchpoints. I often forget to do that. It would be nice to have into gmail and pop up to add like SF. **What problems is Totango solving and how is that benefiting you?** Provoding visibility to leadership and churn metrics **Official Response from Lauren Kiser:** > Hi there—thanks for your review! We appreciate you taking the time to leave us feedback. We do have a Gmail integration you can enable through an extension in the Chrome store that you may find helpful. You can learn more in the Totango Knowledge Base, or by reaching out to your account team. ### 21. Helpful CS Tool for 360 views **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** February 19, 2024 **What do you like best about Totango?** It allows me to have a good overview of my accounts while reminding me and helping me keep track of my tasks and action items. **What do you dislike about Totango?** Some tasks may be repetitive and it creates too much busy admin work **What problems is Totango solving and how is that benefiting you?** It helps manage a portfolio of strategi accounts ### 22. No more swivel chairing - great all in one platform. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Telecommunications | Mid-Market (51-1000 emp.) **Reviewed Date:** July 28, 2022 **What do you like best about Totango?** I like how much information you can find in one place, from CSATs to usage. It's a solid UI too that keeps everything tidy. I also enjoy how many educational tools are present behind Totango. The flexibility when it comes to creating Succesplays for my team is also a big selling point. I can create workflows that the team can utilize. **What do you dislike about Totango?** There is a considerable amount of time that is needed to learn and set up the platform, depending on what you're looking to view you might need to put more work into setting up the system to view particular pieces of information. **What problems is Totango solving and how is that benefiting you?** I work on an onboarding team so there are a lot of moving parts, the tracking that Totango does behind all of my Zoom calls and emails makes it easy for me to focus on the quality of my interactions vs logging everything manually. I'm also relying less on manual spreadsheets and instead leaning more on Totango to track my accounts' progress. **Official Response from Megan Hales:** > Thank you for taking the time to submit your review. We are delighted to hear you have found an all-in-one platform in Totango and are taking advantage of all of our education tools! And can't forget the increased efficiency in automating tasks that were traditionally manual, solving problems! Learning and implementing a new platform is always a challenge and we hear you! We continue to listen to feedback like yours to find ways to make set-up and learning journey more efficient. If you have specifics you would love to share please feel free to reach out to me. meganhales at totango dot com ### 23. Awesome tool for providing a better service to my clients! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Professional Training & Coaching | Small-Business (50 or fewer emp.) **Reviewed Date:** November 15, 2023 **What do you like best about Totango?** I can manage the relationships with my clients so much better and save a lot of time in my customer support. **What do you dislike about Totango?** It is a lot of information to understand at the beginning of how to use it but it gets better with practice and all the tools are really helpful. **What problems is Totango solving and how is that benefiting you?** To categorize clients better and based on which stage they are to implement different approaches to them. ### 24. Manage your Client's Journey and keep track of tasks using very effective built in tools. **Rating:** 4.5/5.0 stars **Reviewed by:** Julio C. | Communications Coordinator, Mid-Market (51-1000 emp.) **Reviewed Date:** June 28, 2022 **What do you like best about Totango?** It combines many features like email campaigns, client journey mapping, tasks, and integration with other solutions that provide leverage for the organization or company that manages it. The "Segments" feature is a beneficial tool. The support team is very efficient. **What do you dislike about Totango?** We manage separate campaigns that might need to be analyzed as one. Currently is necessary to copy and paste. It would be great to flag them and have the option to view the individual metrics or as a whole with other campaigns. **Recommendations to others considering Totango:** Training **What problems is Totango solving and how is that benefiting you?** Mapping the client journey beginning in the onboarding stage and continuing thru the previously established phases also allows making adjustments to optimize the roadmap. Analyzing metrics for campaign performance. Measure the client's health. **Official Response from Lorena Fikes:** > Hi, thank you for the excellent review and for taking the time to share your 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 ### 25. Tracking your account activities with Totango **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** August 14, 2023 **What do you like best about Totango?** Totango is very feature rich, similar to most of the other CSM platforms on the market. Some of these features are a bit more intuitive and easier to use/access. An example is the ability to add a touchpoint from most screens within the application. I also find that the way our team has been able to configure the Account overview page is extremely helpful; quick surfacing of critical details. **What do you dislike about Totango?** Totango can be extremely hard to navigate and get day-to-day activities completed. Simple touchpoint searches and the ability to quickly surface key account notes is a struggle. There are also resurfacing cookie bugs (and others) that are a frustration to our team. It would also be helpful to have the ability to clone more and/or simplify the manual entry in some areas of the application. **What problems is Totango solving and how is that benefiting you?** When working with Accounts it's critical to track touchpoints and conversations that are being had with our POCs. We also need a clearly defined Success Plan with value delivery tracking. Totango helps achieve these requirements while providing leadership visibility. ### 26. Love the Automation **Rating:** 5.0/5.0 stars **Reviewed by:** Liz G. | Mid-Market (51-1000 emp.) **Reviewed Date:** August 14, 2023 **What do you like best about Totango?** I love that it can connect with Salesforce to help drive automatic communications to our customers. It's a great tool for keeping all communications on an account in one place and customizing health scores, outgoing communications, and more! **What do you dislike about Totango?** The Timeline can be a bit overwhelming to scroll through. A search option would save time. **What problems is Totango solving and how is that benefiting you?** Customer behavior - is the customer using the product? If not, why? It's a great tool for identifying potential red flags. ### 27. Helpful **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Construction | Mid-Market (51-1000 emp.) **Reviewed Date:** January 25, 2024 **What do you like best about Totango?** I love the compact view of an account's health and the ability to dive into the details with a click or two. It has helped us keep a greater perspective when looking at how to bolster onboarding and implementation of new launches. **What do you dislike about Totango?** Navigation is not intuative, especially for the more basic accounts accounts. **What problems is Totango solving and how is that benefiting you?** It helps us gain a better view of what is happening in a quiet account. ### 28. Easy to use- long integration **Rating:** 4.0/5.0 stars **Reviewed by:** Natalie R. | Customer Success Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** August 15, 2023 **What do you like best about Totango?** Easy to use, doesn't require much training to use the tool. It is geared for Customer Success which is awesome in the respect that we can do our core job and provides that utilization. **What do you dislike about Totango?** I do think the customization took longer than usual and it sometimes hard to find what you are looking for. The splash screen could incorporate more visbility. **What problems is Totango solving and how is that benefiting you?** Providing monthly metrics and customer notes on a single pane of glass. ### 29. Besides being a great tool, a wonderful Team that creates a nice Customer Experience **Rating:** 5.0/5.0 stars **Reviewed by:** Ivonne d. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 21, 2023 **What do you like best about Totango?** I love how all the team in Totango step up to help you with any matter. **What do you dislike about Totango?** Not having enough time to learn more about the tool. **What problems is Totango solving and how is that benefiting you?** They are improving the lifecycle stages to adapt them to my kind of service. **Official Response from Lorena Fikes:** > Hi Ivonne, thank you for the excellent review and for taking the time to share your 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 ### 30. Totango new super user **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Business Supplies and Equipment | Mid-Market (51-1000 emp.) **Reviewed Date:** August 14, 2023 **What do you like best about Totango?** I appreciate that it is a great one source of truth for all your customer relationship information to live. I'm still learning about a lot of the features and working toward improving the instance. **What do you dislike about Totango?** I previously came from a Gainsight shop, so I'm finding a lot of the operations in Totango to not be intuitive. One thing of note is the simple copy & past function into timeline notes. In order for this to be a seamless workflow you must be able to C/P notes from Microsoft One Notes, Sticky Notes, and Google Docs. **What problems is Totango solving and how is that benefiting you?** giving the CS org a one source of truth for all customer succes information to live ### 31. CSM using Totango **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** August 14, 2023 **What do you like best about Totango?** I love that Totango sends out notifications to my Agenda- we set up tasks to follow up with customers and certain actions that will trigger a notification to flag accounts to our team. It helps our CS team stay organized and proactive. The interface is also user friendly **What do you dislike about Totango?** In the beggining (for me) there was a bit of a learning curve to get started. However, once you get the hang of it, the system is easy to use. **What problems is Totango solving and how is that benefiting you?** Totango is helping our team keep notes for each of our customers, track their health, and flag certain activities. It's helping us stay organized and ensure no customer slips through the cracks. ### 32. Useful but it has it's holes **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in E-Learning | Enterprise (> 1000 emp.) **Reviewed Date:** January 23, 2024 **What do you like best about Totango?** I like the prospect of havign everything centralized in one place for account management. **What do you dislike about Totango?** It does not integrate with a lot of systems so it can be tedious and often having to record things in multiple places. Also the successplay feature is pretty wonky. It's hard to undo falsely triggered events. **What problems is Totango solving and how is that benefiting you?** It's giving me one centralized place to track account journey and automate internal processes. ### 33. Totango is incredibly feature-rich which is both a pro and a con **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Biotechnology | Enterprise (> 1000 emp.) **Reviewed Date:** August 14, 2023 **What do you like best about Totango?** I love how Totango can be applicable regardless of the specific industry, field, or product, the strategies employed within Totango can be used universally to assist teams in staying organized, drive a consistent process, and log customer touchpoints to foster customer success. **What do you dislike about Totango?** Totango is incredibly feature-rich, which is both a pro and a con if not designed with the user-experience in mind. The design and feel could be more intuitive and streamlined. **What problems is Totango solving and how is that benefiting you?** Totango is providing a platform for our team to log touchpoints and record relevant information. Using Totango, our team can have a central platform to access critical customer information and background. ### 34. Useful, affordable, imperfect **Rating:** 3.5/5.0 stars **Reviewed by:** Morten H. | VP Sales USA, Consumer Electronics, Small-Business (50 or fewer emp.) **Reviewed Date:** May 18, 2023 **What do you like best about Totango?** Totango combines customer insights from a business perspective from our CRM system with a product usage point of view directly from our app to give a well-rounded overview of their overall health. **What do you dislike about Totango?** The reporting aspects of Totango can be improved. While the way product usage is shown is helpful for quick insights, the reporting tools are limited if you want to do a deeper analysis or look at longer-term or specific trends. **What problems is Totango solving and how is that benefiting you?** Totango helps us to understand customer behaviour and allows us to intervene and focus on the customers that need the most support and help. This allows us to be more effective with our customer success efforts. **Official Response from Lorena Fikes:** > Thank you for the great review and for taking the time to share your feedback. We really appreciate hearing about your experience. 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 ### 35. Excellent for engagement **Rating:** 4.5/5.0 stars **Reviewed by:** Leo I. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 18, 2023 **What do you like best about Totango?** The health scores, campaigns, segments, and task management. **What do you dislike about Totango?** No outlook integration and if they had one it would be a 10. **What problems is Totango solving and how is that benefiting you?** The task tracking and health score monitoring is very helpful. **Official Response from Lauren Kiser:** > Hi Leo! Thank you for much for the review. We're so happy you're finding Totango valuable, but we did want to let you know that we DO have an Outlook integration. You can find more information about how to enable it in the Knowledge Base. Please reach out to your account team with any questions. ### 36. Great way to track customer/client interactions **Rating:** 5.0/5.0 stars **Reviewed by:** Catherine L. | Enterprise (> 1000 emp.) **Reviewed Date:** June 06, 2023 **What do you like best about Totango?** The ease of setting up success plays to ensure we are reaching our customers and providing the service they need and want. Being able to track customer health and when to reach out. **What do you dislike about Totango?** The only downside to Totango is that it can sometimes be confusing in terms of the view you see but once you understand it and use it a few times it is much easier to navigate. **What problems is Totango solving and how is that benefiting you?** Totango is benefiting me in helping me solve customer engagement issues by notifying when a customer has fallen outside of the scope and needs to be touched. **Official Response from Lorena Fikes:** > Hi Catherine, thank you for the excellent review and for taking the time to share your 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 ### 37. Totango enables me to understand my clients further **Rating:** 5.0/5.0 stars **Reviewed by:** Garon P. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** March 30, 2023 **What do you like best about Totango?** What I like the most about Totango is the success plays that you can create based on certain internal triggers. For example low adoption of your platform. Alongside this, you can use external tools like Zoominfo to pump additional information about your accounts, which can provide you with additional points to talk to your clients about. **What do you dislike about Totango?** The health score could be worked on however this is probably more of an issue with how we have set it up internally. Outside of this, I feel that the product is pretty flawless and customisable in so many ways. **What problems is Totango solving and how is that benefiting you?** Totango is helping by automating and creating successplays and tasks by identifying when usage of our platform is reduced, the automation of this allows me to focus on more revenue-generating opportunities like Expansion. **Official Response from Lorena Fikes:** > 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 ### 38. CSM Life with Automation **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer & Network Security | Mid-Market (51-1000 emp.) **Reviewed Date:** January 29, 2024 **What do you like best about Totango?** The people are highly responsive to assistance and feature requests alike. They continuously improve the feature availability. **What do you dislike about Totango?** It could be overwhelming to setup and manage the various health scoring that comes from external sources. **What problems is Totango solving and how is that benefiting you?** Totango help us understand the customer health without diving deep into all the various data silos about product usage. ### 39. Totango - Customer Success simplified! **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** March 27, 2023 **What do you like best about Totango?** Totango has helped us put our arms around our customers and get a real-time 360-degree view of them. The onboarding process was streamlined and efficient. Here are some of the features that have stood out to me: Customer Health Scores Inter-departmental collabaration Timeline of events Easy to Navigate Notification and upcoming tasks Salesforce integration **What do you dislike about Totango?** I think more flexibility or granularity in reporting. **What problems is Totango solving and how is that benefiting you?** Before Totango, our only record of customer interactions was in our Gmail accounts! Having team mates in different parts of the world allows to log on at any time and check out timeline for updates etc. **Official Response from Lorena Fikes:** > Thank you for the excellent review and for taking the time to share your 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 ### 40. A Robust Customer Success Management Platform **Rating:** 4.0/5.0 stars **Reviewed by:** Jordan V. | Customer Success Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** August 14, 2023 **What do you like best about Totango?** Totango is a great platform to keep track of all of my accounts. I enjoy the "touchpoints" feature and like the ability to track my renewals. **What do you dislike about Totango?** Because of the large feature set, there is definitely a significant learning curve to using the platform. **What problems is Totango solving and how is that benefiting you?** Tracking our renewals, and account notes and updates all in one place to help increase client retention. ### 41. Totango CSR user experience **Rating:** 5.0/5.0 stars **Reviewed by:** Marko B. | Enterprise (> 1000 emp.) **Reviewed Date:** August 14, 2023 **What do you like best about Totango?** I can follow the customer engagement and their usage in our system. **What do you dislike about Totango?** Sometimes the key contact tab in the lower right contact is outdated from the "Last active" perspective. **What problems is Totango solving and how is that benefiting you?** It helps me build monthly e-mail outreach. I can follow their usage and the software engagement level. I have most of the necessary information about the account I am working with. ### 42. User friendly, extensive functionality **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Internet | Mid-Market (51-1000 emp.) **Reviewed Date:** January 25, 2024 **What do you like best about Totango?** Ability to track customer touchpoints across teams and products. It has been easy to use for those of us that aren't extremely tech-inclined. **What do you dislike about Totango?** Integrations with systems we currently use in-house have been a bit clunky, but are always improving. **What problems is Totango solving and how is that benefiting you?** Internal documentation and customer touchpoint management. Helping us keep track and provide visibility across departments/teams. ### 43. Very bad customer service, Go with Vitally or Catalyst instead **Rating:** 0.5/5.0 stars **Reviewed by:** Verified User in Hospitality | Small-Business (50 or fewer emp.) **Reviewed Date:** December 07, 2023 **What do you like best about Totango?** The process of Totango, the workflow and the tools are fairly simple, although not as intuitive as some of its competitors (e.g.Vitally). It does what it's supposed to do, for the most part **What do you dislike about Totango?** The Customer Support team is very unresponsive / unhelpful. which is weird for a company that actually does Customer Success **What problems is Totango solving and how is that benefiting you?** It helps track customer success, no doubt, but it doesn't do anything that others can't do better, and their customer support team is extremely unhelpful ### 44. Totango is my go-to for companies looking for a CS Platform **Rating:** 5.0/5.0 stars **Reviewed by:** Katie R. | SVP, Customer Success, Small-Business (50 or fewer emp.) **Reviewed Date:** July 11, 2022 **What do you like best about Totango?** Totango is constantly releasing new features and functionality that help us to better serve our customers. We've been able to measure customer health, track KPI's and prioritize our efforts. We love that Totango staff, especially solutions and support, always go the extra mile to help us understand best practices and how to accomplish our goals. I also like the upvote option for enhancements and feature requests. It lets us know we're not the only customer that has thought of something similar and allows us to throw our hat in the ring for prioritization. **What do you dislike about Totango?** Some modules aren't very intuitive or user-friendly, such as Forecasting. I think some on-screen tool tips would be really helpful as well, especially for newer adopters. It can also be glitchy sometimes, needing to refresh pages to see the correct numerical amounts reflected, etc. **Recommendations to others considering Totango:** Don't think twice! Compared to other options on the market, Totango has better features with a simpler, cleaner user interface. Price for the value is a no-brainer. **What problems is Totango solving and how is that benefiting you?** The start up companies I am consulting with needed a solution to help them define and track customer health. They also needed a tool to map the customer journey and help identify gaps. With both customers I currently work with, we've seen a tremendous increase in understanding where to focus the team's time and energy and which areas of the customer journey required attention. **Official Response from Lorena Fikes:** > Thank you for the great review and for taking the time to share your feedback. We really appreciate hearing about your experience. 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 ### 45. A platform that you need if you are looking into to escale your CS team **Rating:** 4.0/5.0 stars **Reviewed by:** Jesica C. | Customer Success Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** November 16, 2022 **What do you like best about Totango?** It is very intuitive platform, you can organize all your CS Tasks very easily and integrate with other teams as well. It is very flexible, and offers many ways to help you with your journeys and different segmentations. Reports are very easy to get and help your team be more focused. **What do you dislike about Totango?** There is still a few integrations with other platforms that are missing, but I know they are very good at feedback. The CS team can improve, but they still need the "human" relationship and holistic approach that they can approach. **What problems is Totango solving and how is that benefiting you?** We want to have a clear visibility of our customers and what we are doing with them. This is helping the company and the team to have a better understanding of our clients. **Official Response from Lorena Fikes:** > Hi Jessica, thank you for the updated review and for sharing your feedback. We work hard to meet expectations like yours, and we're happy to hear we are doing just that for you. Best, Lorena ### 46. Organization meets Utilization **Rating:** 5.0/5.0 stars **Reviewed by:** Katie B. | Business Account Manager, Enterprise (> 1000 emp.) **Reviewed Date:** January 30, 2023 **What do you like best about Totango?** Totango organizes the most important customer data seamlessly. With the ability to important reports from Salesforce and filter what you need for specific outreach, it makes it easier to find the information you need when you need it. **What do you dislike about Totango?** The only dislike of Totango would be the repetition of tasks. For example, I get notified on Monday about an account reporting to certain metrics. I completed that task, but I get reminded about that task again next week, although the cycle of communication from the first task hasn't been completed in full. This is probably less of a Totango issue and more of an admin issue when it comes to establishing these rules. **What problems is Totango solving and how is that benefiting you?** Totango takes all of the confusion out of your account patch. With several hundred accounts, viewing that report on other platforms can be so much information and hard to navigate through it. Totango gives me the ability to view what I NEED to be seeing. If I need to research an account, Totango is my first stop and typically my only stop. Because it gives me all the necessary information on one screen, it is what I have pulled up on customer calls. **Official Response from Lorena Fikes:** > Hi Katie, Thank you for the excellent review and for taking the time to share your feedback. We’re delighted that you’re getting value from Totango and appreciate hearing from you. We are always open to hearing from our customers for ways to continue to iterate and improve the platform and would love to hear your ideas. I don't believe the issue you had mentioned is related to your admin setup, but I need to better understand the specific use case, please feel free to reach out to shai@totango.com. Best, Shai. ### 47. Creating automations and touchpoints for extending our reach **Rating:** 4.5/5.0 stars **Reviewed by:** Mark G. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 27, 2023 **What do you like best about Totango?** The flexibility of campaigns and making custom segments, the support team helping me bringing in and integrating data that is unique to our company and business. We are new to Totango, initially purchasing off of a referal, and things have been great so far with everything I've explored. **What do you dislike about Totango?** It is understandable, but sometimes with an influx of data, it can be slow/not load when I am creating some campaigns, and it either freezes or crashes, which may also be my computer. **What problems is Totango solving and how is that benefiting you?** With the size of our team, we are looking to find the optimal active and passive management for many accounts, particularly in reducing churn. We are looking to reduce churn, document and track perceived health, and manage accounts in real-time. **Official Response from Lorena Fikes:** > Hi Mark, thank you for the excellent review and for taking the time to share your 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 ### 48. Totango tracks accounts well. Easy to use! **Rating:** 4.5/5.0 stars **Reviewed by:** Shawn B. | Mid-Market (51-1000 emp.) **Reviewed Date:** August 14, 2023 **What do you like best about Totango?** Lets you know the health status of each customer. Very user friendly. Allows for attachments of emails and other correspondence for each customer. **What do you dislike about Totango?** There have been a couple of instances in which totango did not save my documentation. **What problems is Totango solving and how is that benefiting you?** If a particular cusotmer is not using their solution that I sold them. ### 49. Great software, easy use! **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** August 14, 2023 **What do you like best about Totango?** I love how easy and self-explanatory it is to use Totango - creating e.g., customer segments is super straight forward, can easily be adapted and shared across teams! **What do you dislike about Totango?** Totango has quite a lot of functionalities and it is hard to keep an overview of how all these can be used. More in-tool guides or learning opportunities would be great. **What problems is Totango solving and how is that benefiting you?** Creating, tracking and analyzing customer journeys, making sure the right message hits the customer at the right time in their customer lifecycle. Customer interactions can also easily be tracked! ### 50. Insightful tool with many features **Rating:** 4.0/5.0 stars **Reviewed by:** Sana A. | Customer Success Manager, Computer Software, Small-Business (50 or fewer emp.) **Reviewed Date:** May 26, 2023 **What do you like best about Totango?** There are so many features and possibilities to use the data that's synced from our tool to Totango. When starting with Totango you have many tutorials available. **What do you dislike about Totango?** You can do so much with Totango that it is not always so intiuitive to use. You need to understand and follow the instructions first before using the tool. **What problems is Totango solving and how is that benefiting you?** We use Totango to map out our Customer Journey and to follow up on clients proactively. Totango's dashboard will give you imediate insight which clients are at risk. You can create segments and campaigns. **Official Response from Lorena Fikes:** > Hi Sana, thank you for the excellent review and for taking the time to share your 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'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?page=9§ion=pricing&secure%5Bexpires_at%5D=2026-08-01+05%3A25%3A16+-0500&secure%5Bsession_id%5D=be1e9fb2-a4d4-4b57-b18a-7215ba206a65&secure%5Btoken%5D=61244553e28d0837c80f186b7786a151a532cf3e9151552ea5201c0cfd5c333b&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 (515 reviews) - [ChurnZero](https://www.g2.com/products/churnzero/reviews) - 4.7/5.0 (1,592 reviews) - [Planhat](https://www.g2.com/products/planhat/reviews) - 4.5/5.0 (941 reviews)