Totango is useful for documenting client touch points and managing multiple product renewals throughout the year. Review collected by and hosted on G2.com.

Totango, while a useful tool, needs to be maintained to ensure data is up to date. Your entire team needs to be onboard and follow best practices to maintain accurate data health. Missing touch points means that other teammates can be left in the dark. Review collected by and hosted on G2.com.

The platform provides a robust set of tools for tracking customer health, engagement, and product usage. Helps customer success teams streamline processes with automation, reducing manual effort.

It offers real-time data and analytics to monitor customer behavior and identify risks or opportunities. Also, connects with major CRM platforms (Salesforce, HubSpot), support tools (Zendesk), and other SaaS products for seamless workflows. Review collected by and hosted on G2.com.

While the interface is user-friendly, the depth of features can be overwhelming for new users. Training may be required.

I found it that the reporting and dashboard customization options restrictive compared to others, but it could be because of the permissions.

But overall, love the functionality and it's features. Review collected by and hosted on G2.com.

It lets you keep a track of the entire customer journey and sends you timely reminders which helps me and my team be on top of the game. Totango has made our CSM experience seamless and interesting. Review collected by and hosted on G2.com.

Nothing, its seamless and we love the experience. Review collected by and hosted on G2.com.

I like that I can find all relevant data points about the customer - everything from current consumption levels to most recent interactions to upcoming tasks - in one consolidated view/ dashboard. Review collected by and hosted on G2.com.

I have tried a handful of other CS platforms, and Totango is my favorite. I don't have any complaints. I use it everyday. Review collected by and hosted on G2.com.

Totango is easy to navigate through, manage my existing accounts and keep track of upcoming tasks. Review collected by and hosted on G2.com.

Can't say that I have any complaints so far. Review collected by and hosted on G2.com.

Great view of my clients with great flexibility to customize. Review collected by and hosted on G2.com.

Not sure, im enjoying most of everything so far. I can't share my list with my manager is the only thing I can think of. Review collected by and hosted on G2.com.

Being able to pull data from multiple systems into one customer profile helps me provide more relevant support and speak confidently during check-ins or QBRs. Review collected by and hosted on G2.com.

The platform has a lot of capabilities, which is great, but it also means there’s a bit of a learning curve—especially at the beginning. Review collected by and hosted on G2.com.

Totango makes it easy to track customer health and engagement across the entire portfolio. I really appreciate how it brings together usage data, tasks, and communication in one place, helping me stay organized and proactive in managing my accounts. Review collected by and hosted on G2.com.

Some features feel unintuitive at first and require a bit of a learning curve.

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- Love the Custom Segment features and the ability to make changes to my accounts via the Segment Reports

- The Touchpoint Integrations with my other apps has saved me so much time with keeping my account information updated, and seeing updates from colleagues also in contact with my Portfolio Review collected by and hosted on G2.com.

- Lack of Notification Customization, unable to configure individual email notifications for upcoming tasks, only a Digest which covers a few tasks

- Unable to mass edit/delete tasks. Needing to edit tasks one by one is cumbersome, especially for tasks created en masse via automation Review collected by and hosted on G2.com.

I love building campaigns, and the easy to set up integrations, I also like being able to track customer health and easy to build workflows. Review collected by and hosted on G2.com.

It is not first time user friendly. It is difficult to navigate, live support is not easy to come by, and it is information overload at times. Review collected by and hosted on G2.com.