What users are saying about
11 Ratings
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Top Rated
374 Ratings
11 Ratings
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Score 9.1 out of 100

Totango

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Top Rated
374 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>
Score 8.2 out of 100

Feature Set Ratings

  • Custify ranks higher in 4 feature sets: Platform & Infrastructure, Customer Data Extraction / Integration, Customer Success Management, CSM Reporting & Analytics
  • Totango ranks higher in 1 feature set: Security

Security

7.3

Custify

73%
8.2

Totango

82%
Totango ranks higher in 1/1 features

Role-based user permissions

7.3
73%
11 Ratings
8.2
82%
171 Ratings

Platform & Infrastructure

8.1

Custify

81%
7.7

Totango

77%
Custify ranks higher in 2/3 features

API

8.2
82%
11 Ratings
7.8
78%
137 Ratings

Integration with Salesforce.com

8.0
80%
1 Rating
7.8
78%
166 Ratings

Integration with Marketo

N/A
0 Ratings
7.4
74%
33 Ratings

Customer Data Extraction / Integration

9.1

Custify

91%
7.3

Totango

73%
Custify ranks higher in 2/2 features

Product usage

9.1
91%
11 Ratings
7.7
77%
227 Ratings

Help desk / support tickets

9.1
91%
1 Rating
7.0
70%
151 Ratings

Customer Success Management

8.4

Custify

84%
7.7

Totango

77%
Custify ranks higher in 5/7 features

NPS surveys

8.0
80%
1 Rating
7.9
79%
112 Ratings

Sponsor tracking

8.0
80%
2 Ratings
6.1
61%
6 Ratings

Customer profiles

8.2
82%
11 Ratings
8.3
83%
234 Ratings

Automated workflow

9.0
90%
11 Ratings
7.8
78%
223 Ratings

Internal collaboration

7.3
73%
11 Ratings
7.8
78%
210 Ratings

Customer health scoring

9.1
91%
11 Ratings
7.4
74%
236 Ratings

Customer segmentation

9.1
91%
11 Ratings
8.3
83%
227 Ratings

CSM Reporting & Analytics

9.0

Custify

90%
7.6

Totango

76%
Custify ranks higher in 3/4 features

Customer health trends

9.1
91%
11 Ratings
7.2
72%
226 Ratings

Engagement analytics

9.0
90%
11 Ratings
7.8
78%
214 Ratings

Dashboards

9.0
90%
3 Ratings
7.7
77%
222 Ratings

Revenue forecasting

N/A
0 Ratings
7.7
77%
163 Ratings

Attribute Ratings

  • Custify is rated higher in 3 areas: Likelihood to Recommend, Usability, Support Rating

Likelihood to Recommend

9.1

Custify

91%
11 Ratings
8.1

Totango

81%
244 Ratings

Likelihood to Renew

Custify

N/A
0 Ratings
8.6

Totango

86%
7 Ratings

Usability

8.9

Custify

89%
2 Ratings
8.3

Totango

83%
95 Ratings

Availability

Custify

N/A
0 Ratings
9.9

Totango

99%
4 Ratings

Performance

Custify

N/A
0 Ratings
8.6

Totango

86%
2 Ratings

Support Rating

9.1

Custify

91%
2 Ratings
8.0

Totango

80%
94 Ratings

Online Training

Custify

N/A
0 Ratings
7.0

Totango

70%
1 Rating

Implementation Rating

Custify

N/A
0 Ratings
10.0

Totango

100%
23 Ratings

Configurability

Custify

N/A
0 Ratings
7.6

Totango

76%
3 Ratings

Ease of integration

Custify

N/A
0 Ratings
8.0

Totango

80%
8 Ratings

Product Scalability

Custify

N/A
0 Ratings
9.6

Totango

96%
3 Ratings

Vendor post-sale

Custify

N/A
0 Ratings
8.0

Totango

80%
1 Rating

Vendor pre-sale

Custify

N/A
0 Ratings
8.0

Totango

80%
1 Rating

Likelihood to Recommend

Custify

Two big use cases where it's very well suited: onboarding of our clients and churn prevention. It just saves me so much time and helps me recommend more strategic suggestions. At the end of the day I can see my productivity being a lot higher than before having Custify.
Read full review

Totango

Totango has been amazing! The product is extremely user-friendly and allows for quick wins both on a small and large scale. Totango provides so much access to help - support, knowledge base, ask me anything sessions, creator campus, tutorial videos. Overall, an amazing experience using this product and working with the Totango team!
Read full review

Pros

Custify

  • 360 degree view of anything that has to do with a single account, including health score history across many elements, all the lifecycles of that account, different usage and adoption trends on multiple users in the same account, and more.
  • Getting multiple health scores and trends on one screen.
Read full review

Totango

  • It does NPS surveys well.
  • It does segmented campaigns well as the different activity/engagement filters you can apply to a campaign make it easy to target specific groups in a scaleable way!
  • It provides the ability to store the history of client touchpoints in one place making internal account management transitions much easier.
Read full review

Cons

Custify

  • There was a problem integrating our CRM at first, and to be honest, I almost switched to another product because it's a big deal for us, but they got it worked out significantly faster than any of us guessed it would take, so we stayed, and I'm glad it worked out.
  • The main data point still missing is global revenue. I reached out and they said it's in the works. The software is making us money, so we're staying and hope this works out as fast as the CRM issue.
Read full review

Totango

  • There are a lot of limitations on the types of reports that you can set up
  • Task management is really weak and we use Clickup instead
  • Initial setup is fairly complex and can take upto 6-8 months to get things going
Read full review

Pricing Details

Custify

Starting Price

Editions & Modules

Custify editions and modules pricing
EditionModules

Footnotes

    Offerings

    Free Trial
    Free/Freemium Version
    Premium Consulting/Integration Services

    Entry-level set up fee?

    No setup fee

    Additional Details

    Totango

    Starting Price

    $0

    Editions & Modules

    Totango editions and modules pricing
    EditionModules
    Community Edition$01
    Starter$4992

    Offerings

    Free Trial
    Free/Freemium Version
    Premium Consulting/Integration Services

    Entry-level set up fee?

    Optional

    Additional Details

    Try for Free

    Likelihood to Renew

    Custify

    No answers on this topic

    Totango

    I personally believe Totango is the right Customer Success Tool for me, my team, and my organization. I couldn't find limitations until now, it's capabilities are on point and it's very scalable. of course, transitioning to another tool would mean a lot of hours and training, and would expose risks
    Read full review

    Usability

    Custify

    I like custify because it does exactly what you think it would. It's reliable and delivers quality organization and analytics for our usage. It's only downfall is it's lack of specific analytics and combination with sales tools that make customer transferring easy. Overall highly recommend using custify and are in a smaller business.
    Read full review

    Totango

    It is easy to use and understand, and simple to follow day to day. Logging notes and tasks is one of the key areas this is utilised along with tracking reports and accessing key data points for conversations with customers which is helpful. Mobile app helps too to access information on the go.
    Read full review

    Reliability and Availability

    Custify

    No answers on this topic

    Totango

    I have yet to experience any downtime with Totango (knock on wood) so reliability has been really top tier since we were onboarded. Given that the support team has been really helpful so far, I can imagine should downtime every be the case, they'll be able to communicate proactively/effectively on the current state of the platform
    Read full review

    Performance

    Custify

    No answers on this topic

    Totango

    At times the integration sync can be really slow when it comes to touchpoints. I can't say the same for customer health syncing, but I do tend to notice the lag from email syncing, and in those cases, I will need to refresh the Totango page a couple of times or wait a couple of extra seconds/minutes for it to show up.
    Read full review

    Support Rating

    Custify

    Philipp has been there for us throughout the process. Very nice guy and a great help. He guided us in setting KPIs, goals, healthscores. Really gave us a lot more than we wanted. We also had some custom integrations and even though they did not support them, their team released a patch for our CRM so we could integrate it
    Read full review

    Totango

    I give Totango a support rating of 10 because I can always get support whenever needed. If its a technical issue, I know I can email their support team for help. If it's a more in depth question with respect to our instance of Totango, I can reach out to our CSM and always get help in a very reasonable amount of time. I always look to Totango as the standard when I think of how to best communicate and support our own customers.
    Read full review

    Online Training

    Custify

    No answers on this topic

    Totango

    Our CSM did a great job of conducting the training so we understand, at the very least, the functionality that is directly relevant to us. This also allowed us to train our own new team mates when onboarding based on the training flow that was first presented to us. This was also conducted as a interactive sessions, as training are notoriously known to be dry
    Read full review

    Implementation Rating

    Custify

    No answers on this topic

    Totango

    Totango has been easy for our team to integrate most of our new features into, which is great considering we have to factor in the customers' usage of the new features into all of the health and usage metrics we have. It has taken a while to integrate our second product however, which is why I would rank this a 7.
    Read full review

    Alternatives Considered

    Custify

    This software makes it easy to analyze your data and optimize your onboarding - maybe the easiest I've seen, but you've got to be willing to dig into its features and setting. And of course without their Concierge Onboarding this is not so easy.
    Read full review

    Totango

    I think Totango has features and implementation very similar to top-of-the-line CRMs but is easier to implement. Its incredibly visibly pleasing and out-of-the-box dashboards make it easy to get immediate visibility into your customer landscape. They also have a great customer support offer that allows you to join weekly Q&A sessions with great follow-ups, so you are sure to get everything right from the start.
    Read full review

    Scalability

    Custify

    No answers on this topic

    Totango

    Information keeps missing and changing in totango . Because of that there is are lot of problems with it. We need to manually keep the backup in an another file. More over if in case we take the backup its so hard to track since its all in numbers. Totango can be much better if the cloud storage is working fine. My company is planning to discontinue due to this factor
    Read full review

    Return on Investment

    Custify

    • Free to paid conversions have gone up, and we see more customers choosing premium options than before, since we're using the automatic workflows to make sure the trial is a lot more focused on helping them see results before they pay a single dollar.
    Read full review

    Totango

    • Since using Totango we have seen our engagement numbers go up as we are better able to identify the groups that are struggling.
    • We have also seen an increase in retention as we are more consistent in messaging and not missing any data.
    Read full review

    Screenshots

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