--- 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: '2026-07-07' 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 to be **easy to use and set up** , greatly enhancing their ability to track customer metrics. (202 reviews) - Users value the **exceptional customer support** from Totango, enhancing management convenience and providing valuable insights effortlessly. (98 reviews) - Users appreciate the **helpful functionality** of Totango, allowing comprehensive management and improved customer adoption effortlessly. (98 reviews) - Users value the **customization features** of Totango, enhancing tracking and improving customer onboarding and adoption. (97 reviews) - Users value the **efficiency** of Totango, streamlining workflows and saving time in managing customer accounts seamlessly. (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 insufficient educational resources. (83 reviews) - Users find **integration issues** with Totango, noting slow performance and manual efforts when connecting external systems. (65 reviews) - Users find **missing features** in Totango, particularly for multi-product visualization and draft touchpoint creation. (57 reviews) - Users find the **limited customization** options frustrating, often requiring support for advanced features and integrations. (49 reviews) - Users find a **steep learning curve** with Totango, struggling with integrations and needing more educational resources. (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. Good tool to use, easy to see usage **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** May 15, 2025 **What do you like best about Totango?** User-friendly, flexible, and gives me access to what I need. **What do you dislike about Totango?** Have to be a certain type of user to save the filter views that I like. Can't view all of the accounts I need in one view all of the time. **What problems is Totango solving and how is that benefiting you?** This quickly lets me see what users are adopting our tool, what components they are using, and automates risk signals. ### 2. Much easier to manage my accounts! **Rating:** 5.0/5.0 stars **Reviewed by:** Jason Q. | Enterprise Customer Relationship Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** February 18, 2025 **What do you like best about Totango?** The layout is great, easy to find accounts, create folders, and manage my book more effectively. **What do you dislike about Totango?** I wish there was an easier way to integrate my emails and touchpoints when I work out of Salesforce, without copying the Totango email domain to my BCC. **What problems is Totango solving and how is that benefiting you?** Account contract information, NPS scores, folders to help manage contact rate, as well as seeing customer sentiment and support case history ### 3. A Great Tool for Customer Success Managers **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Consumer Services | Mid-Market (51-1000 emp.) **Reviewed Date:** July 15, 2025 **What do you like best about Totango?** Totango makes managing customer relationships and tracking health metrics incredibly efficient. As a CSM, I rely on it to stay proactive with my accounts. **What do you dislike about Totango?** Minor learning curve with initial setup, but worth it **What problems is Totango solving and how is that benefiting you?** Totango helps me stay ahead of customer needs by giving a real-time view of account health and engagement history. It flags at-risk accounts early, enabling me to proactively step in with the right resources. ### 4. Excellent way to stay on top of your accounts! **Rating:** 5.0/5.0 stars **Reviewed by:** Sydney D. | Customer Success Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** August 14, 2023 **What do you like best about Totango?** I love the ability to set up successplays, track communications with clients, and quickly see the health of customers based on custom-set metrics. I use Totango daily to track the health of my accounts and check tasks. **What do you dislike about Totango?** The visibility of tasks is overwhemling. **What problems is Totango solving and how is that benefiting you?** Totango allows my team to build a robust Onboarding and Implementation process for our customers, set deadlines, and track success. ### 5. I think that Totango is an excellent tool or organizational effectiveness! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Transportation/Trucking/Railroad | Mid-Market (51-1000 emp.) **Reviewed Date:** February 25, 2025 **What do you like best about Totango?** I like being able to have my tasks organized in order of importance, and have the health of my relationship with my clients visible at all times so that I keep myself honest. **What do you dislike about Totango?** I wish that adding tasks was a bit more modular and could be edited based on the will of the user, not having to operate within in the parameters of some of the autogenerated task buckets. **What problems is Totango solving and how is that benefiting you?** It allows you to keep the relationship with a client top of mind at all times, and make sure you are tracking important milestones throughout the client journey. ### 6. Great for Individual Contributors **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Public Relations and Communications | Enterprise (> 1000 emp.) **Reviewed Date:** February 25, 2025 **What do you like best about Totango?** I like being able to create filters to segment my portfolio based on different account owners, ACV, contract end date, health score, first-year clients, etc. **What do you dislike about Totango?** As a manager is can be difficult to segment my portfolio accordingly to see how each CSM is doing vs. how our team is doing holistically. **What problems is Totango solving and how is that benefiting you?** Totango helps us assign a health score to each of our clients based on our desired algorithm. This gives us a bird's eye view look at each client which is helpful when looking at a portfolio with hundreds of clients in it. ### 7. Totango Review **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Enterprise (> 1000 emp.) **Reviewed Date:** May 23, 2025 **What do you like best about Totango?** User-Friendly Interface – Easy to navigate with minimal training required. Modular SuccessBLOCs – Pre-built, customizable templates for common customer success workflows. Custom Health Scoring – Real-time, flexible scoring to track customer health and risk. Powerful Automation – SuccessPlays and campaigns allow scalable, proactive customer engagement. Strong Integrations – Seamlessly connects with Salesforce, Zendesk, Slack, and more. **What do you dislike about Totango?** No negatives about totango, sometimes it could be slow. **What problems is Totango solving and how is that benefiting you?** Providing me and the team analytics on which clients are at risk as well as giving me an indication of ARR. ### 8. Great tool for CSM teams **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** May 23, 2025 **What do you like best about Totango?** easy to monitor teams and very user-friendly, a lot of customization options **What do you dislike about Totango?** Having to create segments when there is need to filter **What problems is Totango solving and how is that benefiting you?** It gives an overview of usage and activity of portfolio making it easy for me to understand what I need to do better in customer lifecycle ### 9. Totango is a great way to stay organized **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in E-Learning | Mid-Market (51-1000 emp.) **Reviewed Date:** February 20, 2025 **What do you like best about Totango?** I love that Totango offers the ability to add notes after each meeting, as well as check a customers healthscore. It is a great tool to stay up to date with your clients and predict when things may not be headed in the right direction. **What do you dislike about Totango?** Nothing major. The training videos were awesome and it was easy to learn. **What problems is Totango solving and how is that benefiting you?** It's become a centralized place for customer data. When I'm on a call with a customer, I can now come to one place to access their account instead of having to visit multiple areas. ### 10. This software is excellent for managing customer relationships effectively! **Rating:** 4.5/5.0 stars **Reviewed by:** Karen B. | Client Services Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** February 18, 2025 **What do you like best about Totango?** Totango is very effective in managing clients, creating growth opportunities, and identifying any problems or risks. **What do you dislike about Totango?** It is easy to use, but it has many features that require time to learn. **What problems is Totango solving and how is that benefiting you?** Keeping track of all our customers and understanding which stage they are in is helping us work proactively on partnerships according to their journey. ### 11. Easy to use with tools that allow you to stay updated on customers and run reports. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** August 05, 2025 **What do you like best about Totango?** I like how easy it is to create segments and campaigns to identify risky customers and automatically connect with them via email. **What do you dislike about Totango?** I would like to see more flexible summary ai summary tools. **What problems is Totango solving and how is that benefiting you?** It helps me manager multiple customers and track the customers with regards to risk. ### 12. Easy to use CRM for Customer Success Management **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** November 11, 2024 **What do you like best about Totango?** Easy to sync in the right data needed to support the customer success team and create actionable playbooks based on that data **What do you dislike about Totango?** UI is a little outdated and would love to have a more modern looking system **What problems is Totango solving and how is that benefiting you?** Tailored CRM specifically for Customer Success that can be synced with Salesforce ### 13. User-Friendly Tool for Creating Customer Campaigns **Rating:** 3.5/5.0 stars **Reviewed by:** Marissa G. | Customer Engagement Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** October 31, 2024 **What do you like best about Totango?** As my company's Customer Engagement Analyst tasked with frequently emailing our customers via Totango (2-3x per week), I really like Totango's no-code email campaign creator and how user-friendly it is. You can easily customize email templates to match your company's design/branding, add elements such as text boxes, videos/GIFs, CTA buttons, etc., and very specifically segment your targeted audience with the use of multiple filters, including Account and Contact-level data fields that sync over from Salesforce. **What do you dislike about Totango?** The thing I most dislike about Totango is actually something that I used to like the most prior to the acquisition with Catalyst, and that is the customer support team. Before the acquisition, I was able to email Totango support and recieve a quick and comprehensive response to my inquiry. Now, more often than not, the support team takes days, if not weeks, to follow-up with me, and the quality of support has plummeted. Over the last couple of months, Totango has experienced several outages (these have been increasing since the Catalyst acquisition) and the support team has especially disappointed me during them. In July, there was a campaign sending outage one day and we were not proactively notified. When I discovered the outage because I noticed a time-sensitive email did not get sent out, I contacted support - they couldn't provide me with an ETA as to when the issue would be resolved nor any alternate solution in getting the email sent out that day, they did not proactively update me when campaign sending was working again (which happened much later that day), and they provided me with misinformation that ultimately resulted in the time-sensitive email being sent out twice, meaning our customers received duplicate emails from us. This is just one of many frustrating experiences I've had with the Totango support team within the last few months. **What problems is Totango solving and how is that benefiting you?** Totango is solving the problem of having to send emails out one by one to a sometimes large list of customers by allowing for a mass email communication to be sent to thousands of customers all at the same time via an email campaign with trackable engagement metrics. This benefits me as my company's Customer Engagement Analyst by enabling me to quickly and easily draft and send out important communications to all of our targeted customers at the same time. The built-in engagement metrics allow me to analyze how well each communication performs and compare those metrics with past emails we've sent out of Totango to gain valuable insights into best communication practices. ### 14. Totango for Account Management & Client Success **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** February 18, 2025 **What do you like best about Totango?** Totango is a great place to see usage data like top users and actions taken in our application. This makes it easy to identify risk, upsell opportunities, and points of contacts within accounts. **What do you dislike about Totango?** Totango does everything pretty well, but it doesn't house all of the customer information that I would like to see. **What problems is Totango solving and how is that benefiting you?** Totango helps me organize a large volume of clients and sort by usage statistics. This helps me understand behavior in my portfolio, identify and reduce churn risk, and create lists for high growth opportunity clients. ### 15. Easy to use platform to track customer health **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** March 05, 2025 **What do you like best about Totango?** I really like how easy it is to filter through my customers and focus on the ones that need the most attention. **What do you dislike about Totango?** Sometimes I find it difficult to choose between the different features that they offer to determine what ratings/ways of tracking customer health I should use. **What problems is Totango solving and how is that benefiting you?** Solves the problem of managing a whole lot of data (where customers are in their journey, how their customer health is) through spreadsheets, etc. -- saving me time and creating less errors. ### 16. Very intuitive platform that provides me with a very ideal snapshot into my accounts **Rating:** 4.0/5.0 stars **Reviewed by:** Aftab A. | Senior Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** November 12, 2024 **What do you like best about Totango?** *Easy to use and intuitive *Totango tasks help me to stay on top of particular items and touchpoints *Great reporting capabilities *SF integration **What do you dislike about Totango?** *As a standard and active user, my permissions are limited so I cannot comment too much. As far as my experience and day-to-day goes, it's quite a good and easy platform to use. I'd love the capability to create my own dashboards but I believe that's a permission issue. **What problems is Totango solving and how is that benefiting you?** *Ability to integrate and sync with our CRM, SF. *Snapshot into the customer profile on our desired metrics *Ability to automate specific actionable tasks ### 17. Data insight with Totango **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Computer & Network Security | Mid-Market (51-1000 emp.) **Reviewed Date:** February 19, 2025 **What do you like best about Totango?** The UI is simple and easy to understand. **What do you dislike about Totango?** 1. I can't fully trust the data that TT provides. 2. The most important data is not on the top of every tab 3. There is too much irrelevant data **What problems is Totango solving and how is that benefiting you?** It gives an overview and not too complicated to use, but I feel like the data are not accurate and I can't fully trust Totango's platform. It should help me monitor the customer's usage of my platform, in order to get data insights and action items accordingly. ### 18. I am still new to Totango but so far I like it. **Rating:** 2.5/5.0 stars **Reviewed by:** Erick R. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** February 18, 2025 **What do you like best about Totango?** I find it easier than other CRMs in the market **What do you dislike about Totango?** I feel some of the fields are repetitive but again it may be just because I am still new to the tool **What problems is Totango solving and how is that benefiting you?** Totango is filling in as our new CRM. Previously we used a different product, Gainsight ### 19. Totango is simple to use and make CSMs lives easier **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Mid-Market (51-1000 emp.) **Reviewed Date:** January 24, 2024 **What do you like best about Totango?** -simple and easy to use interface/layout -the success plays keep information easy to follow and track -tracking data/performance is fully visible both for our teams and our customers - easy to compare performances to other team members and share information on accounts. - it connects and integrates easily to other platforms we use **What do you dislike about Totango?** -There isn't much of a history page to view recent pages or work done. -There sometimes are duplicate accounts that pop-up which might skew some of the data. **What problems is Totango solving and how is that benefiting you?** -Making it easier to manage accounts in our book of business -Can easily track metrics, performance data, and targets -Very easy to share account information amongst team members - Makes following along with escalations, churn risks, and the stories behing them a lot more simple, both for saving revenue and for applying learning tactics towards future instances. ### 20. Easy to use, everything I need to effectively do my job **Rating:** 4.5/5.0 stars **Reviewed by:** Stephen C. | Senior Customer Success Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** December 10, 2024 **What do you like best about Totango?** My ability to manage a lot of accounts in one place without having to make sure I remember everything. I can see health score, usage data, set up task management for each individual account by type. **What do you dislike about Totango?** I wish I could bulk select "complete" on tasks **What problems is Totango solving and how is that benefiting you?** I am able to determine which accounts need higher touch and which I can automate messaging and communication, especially around renewals and usage triggers. This saves me time to focus on the most high value accounts. ### 21. Totango helps keep the right customers top of mind **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** August 14, 2023 **What do you like best about Totango?** It is very easy to create reports in Totango. Anytime I need to see my customer data a certain way, I am able to create a report that gives me the cut of data I want to see in seconds. I am also able to export my data to google sheets using thier API Endpoint. **What do you dislike about Totango?** Totango is limited in the level of customizations that can be made on a individual user basis. I, for, example, cannot customize my "overview/key info" section for just me. **What problems is Totango solving and how is that benefiting you?** I have 900 customers in my book of business. It is very difficult for me to determine which customer I should be engaging with at any given point in time. Totango helps me prioritize customers based on a varity of data points. Totango also helps me run success plays at scale. ### 22. Confusing UI, didnt have enough time to learn **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** May 22, 2025 **What do you like best about Totango?** Customer support was reasonable and always responsive **What do you dislike about Totango?** The system was confusing, however this could have been due to the way it was initially set up. From integration perspective not everything worked as expected **What problems is Totango solving and how is that benefiting you?** NPS ### 23. Hard to use and set up **Rating:** 2.5/5.0 stars **Reviewed by:** Matt M. | Software specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** May 15, 2025 **What do you like best about Totango?** The user interface is nice and some integrations **What do you dislike about Totango?** Hard to use and set up to your liking. Cisco has too many data sources that is hard to integrate with Totango **What problems is Totango solving and how is that benefiting you?** Where your customers are in the milestones. ### 24. Great Client Management Tool **Rating:** 4.0/5.0 stars **Reviewed by:** Mike R. | Implementation Manager, Enterprise (> 1000 emp.) **Reviewed Date:** February 19, 2025 **What do you like best about Totango?** It has lots of different customizations / reports you can make to view data in different ways **What do you dislike about Totango?** Took a little bit of set up initially but that's to be expected **What problems is Totango solving and how is that benefiting you?** -Keep track of multiple different clients -Analyze KPI's for client engagement ### 25. Totango was very user friendly! **Rating:** 5.0/5.0 stars **Reviewed by:** Naim F. | CSM, Computer Networking, Mid-Market (51-1000 emp.) **Reviewed Date:** February 20, 2025 **What do you like best about Totango?** It's helpful to navigate my accounts, ease of use as well as in depth account health scores **What do you dislike about Totango?** One thing I would like to change is logging entries from the Totango Outlook plugin to Salesforce **What problems is Totango solving and how is that benefiting you?** Data hygiene for all my clients ### 26. incredible **Rating:** 4.0/5.0 stars **Reviewed by:** Karla L. | implementation lead, Mid-Market (51-1000 emp.) **Reviewed Date:** May 22, 2023 **What do you like best about Totango?** Being able to manage everything from a single platform, both client and internal communications **What do you dislike about Totango?** it does not have the option to make the Gantt chart of a process available **What problems is Totango solving and how is that benefiting you?** Channel the onboarding process from a single platform ### 27. It helps me to have all the updates of the account in one place **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** August 19, 2025 **What do you like best about Totango?** All the information of the client account. **What do you dislike about Totango?** Some times the tasks notifications are not updated properly. **What problems is Totango solving and how is that benefiting you?** It helps to track the client usage and the statistics. ### 28. Splendid **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** February 21, 2025 **What do you like best about Totango?** Easy navigation, good visual representation and good health score analytics **What do you dislike about Totango?** Everything is well and good in Totango there is nothing which I dislike but If there is something which I would like to see is easy reporting and analytical tools **What problems is Totango solving and how is that benefiting you?** Totango makes my life easy by displaying the health score analytics and I am currently leasing couple of proactive campaigns via Totango the automation of emails, touchpoints and campaigns is really benefitting me. ### 29. Very flexible CRM system for a SaaS company **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** February 18, 2025 **What do you like best about Totango?** Integrates data easily, clean UX, answers the majority of my business questions, easy to use once you understand it. I appreciate the filters and segmentation as well of the data **What do you dislike about Totango?** The reporting leaves some to be desired, but I can see Totango working on improving this part of the platform. **What problems is Totango solving and how is that benefiting you?** Largest benefit is having a full 360 view about our customers, which includes data from Salesforce as well as usage and information about our own software. ### 30. Easy and Pleasant UI for post-sale **Rating:** 4.0/5.0 stars **Reviewed by:** Ken N. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** September 30, 2024 **What do you like best about Totango?** It is intuitive and easy use. From an operations perspective, I can quickly customize based on user needs. **What do you dislike about Totango?** Point-in-time reporting is difficult or impossible. For example, if I want to report on what a customer or segment of customers' health scores or Journey stages were at a specific point in time or report on when the health score changed, this is not possible without building out customizations. Even then, I am not sure how it would work in all use cases. **What problems is Totango solving and how is that benefiting you?** We are using Totango to aggregate customer data into one place, managing tasks associated with accounts such as renewals and customer interactions, and reporting on customer segmentation. ### 31. Good tool for Customer Success **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in E-Learning | Mid-Market (51-1000 emp.) **Reviewed Date:** May 15, 2025 **What do you like best about Totango?** Customized reporting is nice to quickly segment views and focus in on specific needs. **What do you dislike about Totango?** Limitations in email campaigns, the biggest value depends on integration with other tools. **What problems is Totango solving and how is that benefiting you?** Centralizing client health reporting, NPS feedback. ### 32. Very helpful to track customers' progress and visualize important CS metrics. **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** February 19, 2025 **What do you like best about Totango?** Clear structure and overview in the entire platform. Useful features for tracking customer specific tasks and progress. **What do you dislike about Totango?** In my experience there is nothing that I dislike about Totango. Every feature we needed is included. Everything worked fine at any moment. **What problems is Totango solving and how is that benefiting you?** Totango solves the problem of tracking CS specific metric per customer using solutions of one of our partners. Without it we would have to develop a dashboard with all the other fuctions ourselves. ### 33. Easy to Use and Track Reports **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer & Network Security | Small-Business (50 or fewer emp.) **Reviewed Date:** January 14, 2025 **What do you like best about Totango?** The UI is simple to understand and logging touch points is easy to do. In fact keeping track of my customers progress and adoption is simple and navigating to what I need is always a few clicks away. **What do you dislike about Totango?** The website times out quite often but i believe this is because of Idle time/Watchdog. So logging back on just creates a bit of delay in time. Other than that it is a fantastic tool. **What problems is Totango solving and how is that benefiting you?** It's solving the speed at which we onboard customers and also keeping track of adoption and health ### 34. Good platform, but it needs to work on certain details still **Rating:** 3.5/5.0 stars **Reviewed by:** Yoseli O. | Configuration Engineer, Small-Business (50 or fewer emp.) **Reviewed Date:** December 09, 2024 **What do you like best about Totango?** We can keep all our client's info in one place, transversally for many functions. **What do you dislike about Totango?** It is commonly down or the most recent issue: the files were not being sent to our platform and it was impossible to reach out to your support team. **What problems is Totango solving and how is that benefiting you?** We can see insights and analytical data on how much time it takes us to finish the implementation tasks we have defined with all of our customers. ### 35. Good platform tough to set up **Rating:** 4.0/5.0 stars **Reviewed by:** Tom N. | Jr Production Engineer, Computer Software, Mid-Market (51-1000 emp.) **Reviewed Date:** May 18, 2025 **What do you like best about Totango?** Nice custom metrics nice UI customizable **What do you dislike about Totango?** difficulty to set up all integrations and does require code if you want full value **What problems is Totango solving and how is that benefiting you?** tough to monitor customer metrics without totango ### 36. Easy to use and saves my time **Rating:** 5.0/5.0 stars **Reviewed by:** ganesh m. | account manager, Mid-Market (51-1000 emp.) **Reviewed Date:** May 17, 2024 **What do you like best about Totango?** its a very easy messaging tool and also customer enagagement will be up to date i am very happy using totango **What do you dislike about Totango?** it has few great features. easy of integration with sales force and support is awesome. **What problems is Totango solving and how is that benefiting you?** it keep up my customer enagagement on time and sends me reminder of the inventory usage and all ### 37. Totango has professionalized our CS motion **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Leisure, Travel & Tourism | Mid-Market (51-1000 emp.) **Reviewed Date:** August 05, 2021 **What do you like best about Totango?** Totango provides a very clean interface and goes very deep with regard to how far you can scale it. **What do you dislike about Totango?** It isn't as intuitive as you'd want it to be out of the box, so you'll want to make sure you have a great lead on your ops or project team to help with the rollout slowly over time. **What problems is Totango solving and how is that benefiting you?** Totango allows us to continuously evolve how we look at our customers and their needs, usage of our platforms and the overall health of our relationship with them. This has helped us increase our renewal numbers and mine for new opportunities for growth more efficiently than ever before. **Official Response from Lorena Fikes:** > Thank you for the awesome review and for taking the time to share your feedback. We are excited to read that you are seeing value through increased renewal numbers. We really appreciate hearing about your experience. Best, Lorena ### 38. Very clunky UI and very slow sales/csm team **Rating:** 1.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** January 17, 2025 **What do you like best about Totango?** The promise and most ideal scenario is very impressive. But thats where it ends **What do you dislike about Totango?** The implementation takes forever and the integration is not great. The CSM is very slow at getting back or getting movement in requirements. The successbloc automatation is very (almost impossible) to do. Overall, It feels like a bit of waste of investment as we havent been able to get value. **What problems is Totango solving and how is that benefiting you?** Its meant to help us pre-empt and solve customer churn /low health issues proactively. But the real experience does not deliver that ### 39. Easy to use, easy to customize **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** September 23, 2024 **What do you like best about Totango?** Totango is user friendly and flexible. Even at its most basic it can quickly answer business questions with data that can be easily sorted and filtered. Numerous integrations means the potential data set is always expanding and Totango can truly become a command center to help focus and manage effective CSM action. **What do you dislike about Totango?** There is a learning curve to getting the most of of Totango. It can take some getting used to and must be set up and maintained carefully to get the most out of it. **What problems is Totango solving and how is that benefiting you?** Titanic provides a single pane of glass view into my accounts. It helps me monitor and stay on top of customer entitlements and health. I can quickly identify and track needed action items based on health and other attributes. Totango gives me visibility and manageability to help me scall account management. ### 40. Totango G2 Review - Cerkl PM **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Public Relations and Communications | Small-Business (50 or fewer emp.) **Reviewed Date:** December 10, 2024 **What do you like best about Totango?** I love using the Successplays feature - the automation this provides has saved my team tons of time. I also love the reporting and amount of data available for use. **What do you dislike about Totango?** It can be overwhelming for first-time users due to the amount of features and capabilities the platform provides. **What problems is Totango solving and how is that benefiting you?** Automating our PM tasks has been the biggest win. Our CSMs used totango well before our department, so aligning with them on the same platform has added value too. I also started using CSAT campaigns to track customer satisfactions, we didn't have a clean way of doing this beforehand. ### 41. Great interface and functionality. **Rating:** 5.0/5.0 stars **Reviewed by:** Karl T. | Operations Manager, Enterprise (> 1000 emp.) **Reviewed Date:** February 25, 2025 **What do you like best about Totango?** simple interface, ease of navigation and great UI. **What do you dislike about Totango?** Account structure needs to some effort to understand initially. **What problems is Totango solving and how is that benefiting you?** Scoring our CSM interactions. ### 42. Totango is easy to learn and use once you get the hang of it **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Primary/Secondary Education | Small-Business (50 or fewer emp.) **Reviewed Date:** February 09, 2024 **What do you like best about Totango?** I have learned a lot about Totango since starting on it in January. It has been easy to learn and there are lots of features. **What do you dislike about Totango?** There are so many features that it may be a little hard to stay organized in the future. The website's navigation could be improved to be more intuitive, and I don't like how often I have to log in/get logged out in the middle of doing someting. **What problems is Totango solving and how is that benefiting you?** Totango helps me keeps my tasks organized and that allows me to be more productive. It gives insights that I can provide to customers. ### 43. Easy to use **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Telecommunications | Enterprise (> 1000 emp.) **Reviewed Date:** February 18, 2025 **What do you like best about Totango?** Totango is easy to use, which is a huge positive since I use it every single day. I like being able to create my own tasks to make sure everything is getting completed on time. **What do you dislike about Totango?** Some of the reporting can be confusing or difficult to use since you have to create filters. **What problems is Totango solving and how is that benefiting you?** Helps me keep track of all my customer interactions. ### 44. Easy to set up, but CS is suffering post-acquisition **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** May 23, 2024 **What do you like best about Totango?** Pretty quick and easy to get set up and start seeing value. Zoebot makes it easy for sales and execs to ask quick questions. **What do you dislike about Totango?** Some odd platform limitations, like how ARR for multi-year deals can't be calculated. Since their acquisition, their own CS has gotten really bad. Very difficult to find a up-to-date contact details, lots of broken links, unresponsive to license upsells, no follow -through. **What problems is Totango solving and how is that benefiting you?** Totango makes it super easy to keep a finger on the pulse of a fast-growing customer base. Nearly any question can be answered quickly with a new segment. ### 45. Great Customer Success Platform **Rating:** 4.0/5.0 stars **Reviewed by:** Jay H. | CSM, Small-Business (50 or fewer emp.) **Reviewed Date:** September 26, 2024 **What do you like best about Totango?** I really like the UI and ease-of-use of Totango and the ability to integrate very custom fields relating to specific product areas. The Totango Courses videos and tutorials are also exceptionally in-depth, allowing new users a seamless onboarding experience. **What do you dislike about Totango?** I dislike the fact that Totango doesn't have a proper email integration like sales CRMs typically have. Instead you have to interact with your emails separately and manually send them to Totango. **What problems is Totango solving and how is that benefiting you?** It allows me to assess customer health on a very granular level. I appreciate that some parts of the product are very customisable. ### 46. Totango Review **Rating:** 2.0/5.0 stars **Reviewed by:** Luiggi C. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** May 30, 2024 **What do you like best about Totango?** I think Totango has a lot of potential. There are a lot of useful features that make it easier for me to measure my performance and assist my clients the best way I can. **What do you dislike about Totango?** There are a few things: Ease of use: it isn't the best CRM for organizational purposes. For example, when I go into an account and create touchpoints, if I want to look at past touchpoints in the overview screen, I have to scroll through a bunch of other touchpoints on the right hand side of the screen in a small window where it is hard to read and hard to stay organized.. I know you can also look at timeline and select touchpoint type/reason, but it's still doesnt truly help me stay organized because there are completed tasks mixed in with touchpoints and other data all bunched into small rectangular boxes. It reminds me of a Facebook Wall that has a mix of a bunch of random things. I would love to see something like a journal, where I can easily go through my touchpoints / another separated section where I can see site segmentation updates / another separate section where I can can see all tasks I created or assigned to me. Tasks: Tasks for a site are organized in the overview page in an account the same way touchpoints are. They are all bunched in to a box where I have to scroll through to see all my tasks. It would be nice to see that in a monthly organizer - like a calendar. Same thing for my agenda. It would be easier to see my tasks in a daily/weekly/monthly view organizer, so I can see what tasks I have assigned to me that way instead of a bulky list of to-do's. Also, when I complete a task, the task gets crossed off and greyed out, but doesnt fall off my to-do list. I wish there was an option to view all scheduled task, and a separate screen to see all my completed tasks. putting them all together in a drop-down to-do list isn't helpful for a user to stay organized. If that were the case, I'd go back to writing it down on a piece of paper with pen/ink. Ease of Implementation: This is my opinion, but success plans in Totango are terrible. They are not easy to use and don't really bring success to the customer. Creating 3-5 objectives in a parent account for an entire group with 20-40 child stores with locations in 4 States is a VERY broad goal. Also, the "success plan" itself in Totango is clunky. Having 3-5 objectives in an account doesnt equate to a professional looking success plan where I can meet with a client and go over their metrics, utilization, processes, goals, etc. Creating 3-5 objectives for a client seems more like creating a game-plan for a college project, not for a one-on-one with a client who spends over $1 million dollars/year with your company. Ease of Integration: I know it must take a very long time for Totango to integrate with Salesforce, but it has been several months since data isnt flowing back and forth correctly. Health scores are still not correct and nobody seems to know when they'll start to work properly. From what I have been told by managers, the issue is with integration from data not properly migrating from Salesforce to Totango, but there is never an update from Totango on when this will be resolved, what exactly the issue is, and what is currently being done to fix this. The health scores are just one example. There are several times where data coming from Salesforce randomly gets removed or dropped from totango. **What problems is Totango solving and how is that benefiting you?** Totango is providing a path for me to stay organized by creating touchpoints for each one of my accounts. It also shows me specific data for each one of my clients that is very useful. ### 47. Excellent Product Tracking **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** May 15, 2025 **What do you like best about Totango?** If you want to know how users are interacting with your product, try Totango. It's easy to use, easy to customise and will help you turn telemetry into opportunities. **What do you dislike about Totango?** Stronger integrations would be good for non-technical folk. **What problems is Totango solving and how is that benefiting you?** We use it for feature adoption to know whether our marketing is effective. ### 48. Great **Rating:** 3.5/5.0 stars **Reviewed by:** Mariah E. | CSM, Mid-Market (51-1000 emp.) **Reviewed Date:** February 19, 2025 **What do you like best about Totango?** I love the reminders and push task, and dashboards **What do you dislike about Totango?** some feature lack connect-ability task wise **What problems is Totango solving and how is that benefiting you?** Reminders/task ### 49. It works well for what I need it for **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** February 18, 2025 **What do you like best about Totango?** I like that it is relatively intuitive and the search works well. **What do you dislike about Totango?** I wish I could easily share the reports that I create with others. It's also frustrating that data can't be sorted by every column, depending on the report **What problems is Totango solving and how is that benefiting you?** It's where I can find more information about specific clients and their accounts. ### 50. Great Tool for Customer Success **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** November 08, 2024 **What do you like best about Totango?** Health scores, success plays to automate outreach and tasks for at risk customers, I love the ability to create custom segments and the success bloc dashboards for quick view into KPIs and metrics. **What do you dislike about Totango?** Sometime the platform runs slowly or certain features stop working.I also think there could be some improvements in integrations **What problems is Totango solving and how is that benefiting you?** Totango ensures that we have one source of truth for our accounts and documentation for customer interactions. Totango helps us monitor customer health, risk assessment, mass communicaition, digital customer success and tracking of goals and metrics. We also rely heavily on it for generation of QBR decks and tracking of attributes. ## Totango Discussions - [1. Embed a PDF fillable form? 2. Prepopulated email response be hyperlink to an automated email](https://www.g2.com/discussions/1-embed-a-pdf-fillable-form-2-prepopulated-email-response-be-hyperlink-to-an-automated-email) - 1 comment, 1 upvote - [I would like for Totango to be able to send desktop notifications.](https://www.g2.com/discussions/totango-i-would-like-for-totango-to-be-able-to-send-desktop-notifications) - 1 comment, 1 upvote - [why does totango doesn't have a history ?](https://www.g2.com/discussions/51779-why-does-totango-doesn-t-have-a-history) - 1 comment, 1 upvote - [Would you be able to send more updates with regards to segments and creating them?](https://www.g2.com/discussions/43614-would-you-be-able-to-send-more-updates-with-regards-to-segments-and-creating-them) - 1 comment, 1 upvote - [What are best practices for CSM assignment process - both dynamic and static?](https://www.g2.com/discussions/16231-what-are-best-practices-for-csm-assignment-process-both-dynamic-and-static) - 2 comments, 1 upvote - [View Totango pricing details and edition comparison](https://www.g2.com/products/totango/reviews?hsFormKey=0f8270f33f2fb6a14fe903b9863ae75e&hubs_content=blog.hubspot.com%2Fcustomers&hubs_cta=author&hubs_post=blog.hubspot.com%2Fcustomers%2F7-elements-of-a-blog-to-be-more-successful&original_path=whitepapers%2Ccustomer-success-the-farming-paradigm&page=4&s=customer+success&tab=tab-support§ion=pricing&secure%5Bexpires_at%5D=2026-07-09+19%3A16%3A56+-0500&secure%5Bsession_id%5D=a10a77f8-7a0e-4485-8481-a7fc32700424&secure%5Btoken%5D=8e1cb5b52c9c5ba5e13469e1cd5334cf3c82ec11bd3dba241cde9e97398042e9&format=llm_user) ## Totango Integrations - [Agentforce 360 Platform (formerly Salesforce Platform)](https://www.g2.com/products/agentforce-360-platform-formerly-salesforce-platform/reviews) - [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) - [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 (504 reviews) - [ChurnZero](https://www.g2.com/products/churnzero/reviews) - 4.7/5.0 (1,589 reviews) - 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