Totango Reviews & Product Details

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.

Product Website

Seller

Totango

Discussions

Totango Community

Languages Supported

English

Product Description

Enterprise Customer Success Platform that proactively drives adoption, retention, expansion, and strengthens reputation through actionable insights, scalable solutions, and meaningful customer engagement.

Overview by

Karen Budell

Value at a Glance

Averages based on real user reviews.

Time to Implement

3 months

View More Pricing Information

Totango Media

Ready-made toolkits to help you understand and take action on your customer insights at every stage of their customer journey to ensure that customers become loyal advocates.

Totango Demo - Customer Onboarding SuccessBLOC

Totango ensures that right from your customers' very first experience that they are receiving value to ensure adoption and reduce churn.

Collect all of your vital customer information, including revenue, in one convenient location.

Totango Demo - Customer Success Email Campaigns

Automate all customer engagement initiatives to keep customers progressing toward their goals.

Totango Demo - Unison Churn Intelligence

Rapidly detect customer risk with the Unison Customer Intelligence Engine. Unison AI analyzes customer engagement data to identify churn risk enough in advance so you can turn bad news into good news.

Unify your customer data in Totango Unison to accurately predict churn, rapidly detect risks, and identify expansion opportunities. Whether you’re integrating with our customer success platform, other CSPs, or flying solo.

Discover our bold new brand, reflecting a unified company vision and a multi-product enterprise strategy. At the heart of it all is Customer-Led Growth (CLG)—our commitment to helping businesses drive repeatable revenue by placing customers

Official Downloads

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Executive Guide to Align Sales and CS for Stronger Revenue Results

Totango Unison's Guide to Predictive AI Customer Intelligence

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Verified User in E-Learning

Mid-Market (51-1000 emp.)

8/12/2025

"Amazing Tool in the CS Toolkit"

5/5

What do you like best about Totango?

What I like best about Totango is how it centralizes all account information and automates key workflows. This makes it easy to stay organized, respond quickly to customer needs, and collaborate effectively with the team. The real-time health scores and insights also help me focus on the right accounts at the right time. Review collected by and hosted on G2.com.

What do you dislike about Totango?

One pain point with Totango is that its reporting and segmentation features are less customizable and robust compared to competitors making it harder to build detailed, tailored reports. Review collected by and hosted on G2.com.

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

Totango helps solve the challenge of keeping all account information and customer interactions organized in one place, which is especially important when working with multiple CSMs. By centralizing data and automating key workflows, it makes it easier to collaborate, stay on top of renewals and risks, and ensure everyone is aligned on customer needs. This leads to more efficient account management and better customer outcomes. Review collected by and hosted on G2.com.

Taylor H.

Executive Director, Customer Success

Enterprise (> 1000 emp.)

2/18/2025

"Revolutionizing Customer Success Management"

5/5

What do you like best about Totango?

Totango provides me as a leader with a single pane of glass to our defined KPIs and key insights for our customer portfolio, including leading indicators for churn mitigation, renewal forecasts, industry benchmarks, and core advocacy trends. We were able to easily connect our core data applications through standard integrations which enables this visibility for the team. Our team has a consolidated view of core metrics and account history, enabling transitions and driving visibility for key engagements. We were also able to implement very quickly when coming off of a sunsetting platform. The Totango team has been an amazing partner to us as an organization every step of the way. Totango enables our team on a daily basis, because "if it's not in Totango, it didn't happen." We wouldn't be successful in driving positive customer outcomes without it. Review collected by and hosted on G2.com.

What do you dislike about Totango?

We have a significant amount of data that is integrated with Totango that causes some minor performance issues. The campaign insights and workflow capabilities are not as robust as I would like. Review collected by and hosted on G2.com.

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

Totango is our core technology enablement solution for managing our existing customer base to prevent churn, drive expansion, measure advocacy, and accelerate team productivity. Prior to using Totango, we had a very fragmented view of our customer data, and we weren't able to glean comprehensive insights about our portfolio or drive proactive action. Now, we have all required data at our fingertips and can execute on motions to deliver exceptional outcomes for customers and communicate ROI both internally and externally. Totango is very adept at incorporating customer feedback into their innovation strategies, and we see very fast time to value with new capabilities that further enable our team. Review collected by and hosted on G2.com.

Verified User in Commercial Real Estate

Small-Business (50 or fewer emp.)

8/7/2025

"Digital Customer Success Manager"

4.5/5

What do you like best about Totango?

Totango has great training that makes the software easy to learn. I appreciate how simple it is to set up new accounts. The filtering feature is especially helpful when managing many accounts at once. Review collected by and hosted on G2.com.

What do you dislike about Totango?

When creating email campaigns in Totango, I've noticed two small issues. Sometimes my work doesn't save properly. Other times, when I click to edit, the page freezes up, making it hard to quickly update specific parts of the email. Review collected by and hosted on G2.com.

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

Totango functions as our all-in-one client management platform, providing complete visibility into our accounts, their managers, and revenue size alongside comprehensive communication records. The system also streamlines our marketing efforts by supporting the planning and execution of upcoming email campaigns, all within the same intuitive interface. This integration of account data and communication tools makes Totango an essential resource that significantly enhances our client relationship management capabilities. Review collected by and hosted on G2.com.

Neelam B.

Customer Success Manager EMEA

Mid-Market (51-1000 emp.)

8/6/2025

"Totango: A Game-Changer for Customer Success Teams"

5/5

What do you like best about Totango?

Totango delivers modular, pre-built customer journey programs—such as onboarding, adoption, nurturing, and renewal—this has really helped me throughout the customer journey with Vivi Review collected by and hosted on G2.com.

What do you dislike about Totango?

I think it is a great tool so i do not have any dislikes! Review collected by and hosted on G2.com.

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

Before Totango, it was difficult to get a unified view of customer engagement, product usage, and risk signals. CSMs were managing onboarding, renewals, and check-ins manually, often in spreadsheets or disconnected tools. Key customer data was scattered across CRM, support, product analytics, and email tools, making it hard to collaborate. Without clear triggers, the team was engaging customers too late—often after a problem had escalated. Review collected by and hosted on G2.com.

Verified User in Computer Software

Small-Business (50 or fewer emp.)

8/20/2025

"Powerful Tool, a lot to learn"

4.5/5

What do you like best about Totango?

I love the successblocs and being able to segment my book of business in different ways. Support is responsive and the AI bots are also helpful with very realistic answers to questions. Review collected by and hosted on G2.com.

What do you dislike about Totango?

Theres little errors here and there and a lot of set up but only giving a 9/10 because I personally have a lot to learn about the software...i'm sure after a few totango courses we'll revisit and update to 10/10. Review collected by and hosted on G2.com.

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

Right now I'm able to see activity monitoring and state of accounts, giving me a one stop shop for post sale collaboration. This really solves the problem of asking about each and every account to get up to speed with their customer story, as all interactions are logged through the useful integrations. Rarely is anything ever missed when note taking. Review collected by and hosted on G2.com.

Candice L.

Account Executive

Enterprise (> 1000 emp.)

9/3/2025

"Totango Customer Review"

4.5/5

What do you like best about Totango?

It's helpful to see recent communications with our customer, as well as how engaged they are in our software. I also think it's helpful the integrations that exist to their environments. Very intuitive to learn and navigate. Review collected by and hosted on G2.com.

What do you dislike about Totango?

I wish it was a bit easier to see what products they are using and the titles of the individual contacts in the customer relationship. I think it should be better integrated to salesforce. Review collected by and hosted on G2.com.

Jan Emmanuel A.

Customer Success Manager

Mid-Market (51-1000 emp.)

8/5/2025

"Totango is the best software that I ever used."

5/5

What do you like best about Totango?

I like the accuracy of the numbers in the dashboard and the way filters work. Implementation is also easy. We use it all the time and the customer support is empeccable. Review collected by and hosted on G2.com.

What do you dislike about Totango?

Sometimes it crashes and bugs out. Integration is not that accurate with Salesforce. Review collected by and hosted on G2.com.

Ayden N.

10/9/2025

"Overcame Initial Setup Challenges for Seamless Account Management"

4/5

What do you like best about Totango?

I appreciate Totango's ability to integrate with AI features and its quick segment-building capabilities. It provides a clear review of forecasting opportunities, churn events, contraction events, and an overall understanding of account health, which significantly benefits my book business. Review collected by and hosted on G2.com.

What do you dislike about Totango?

I found the setup of Totango to be a bit difficult initially. It has a learning curve that I needed to overcome before it became easy to use. Additionally, I would like improved integration with Gmail and Outlook along with enhanced reliability. Review collected by and hosted on G2.com.

Andrew R.

Customer Success Rep

Small-Business (50 or fewer emp.)

12/9/2024

"Excellent Tool in Tracking Customer Journey Leading to Greater Success"

5/5

What do you like best about Totango?

I like how we can create success plays to help complete specific tasks for our clients. They serve as a reminder of the actions I need to take and give me a clear view of how each client is performing on our platform. We can also create custom health scores to better gauge client progress and overall health. Review collected by and hosted on G2.com.

What do you dislike about Totango?

The one downside is dealing with late tasks. Totango generates tasks on Saturdays and Sundays, which are my days off. While I try to complete them before the weekend, I sometimes run out of time. I’d prefer not to receive assignments on my days off. Review collected by and hosted on G2.com.

Drew S.

Sr Director Success

Mid-Market (51-1000 emp.)

8/7/2025

"Totango Review - Great Software"

4.5/5

What do you like best about Totango?

Totango keeps everything organized and cross available to multiple departments. Visually well thought out and integrated with our sales platform as well. Very easy to use and can filter through all the options. Review collected by and hosted on G2.com.

What do you dislike about Totango?

The complexity of the software is the only downfall. There is some great features that offset it but need to simplify the reporting options. Additional training could assist in the overall ease of use. Review collected by and hosted on G2.com.