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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Fin

    Score8.8 out of 10
    N/AFin is an AI Agent for customer service. It automates complex queries, improves resolution times, and delivers consistently high-quality support at scale.

    $0.99

    one-time fee per outcome

    Totango

    Score7.9 out of 10
    N/ATotango is an enterprise customer success platform designed for B2B software and recurring-revenue organizations to manage customer retention, track account health, and automate lifecycle workflows. The platform consolidates product telemetry, financial data, support interactions, and CRM records into a central hub to give cross-functional teams visibility into customer adoption and expansion opportunities.N/A
    Pricing
    FinTotango
    Editions & Modules
    Fin with your current helpdesk
    $0.99
    one-time fee per outcome
    Fin with the Intercom helpdesk
    from $19 + $0.99 per Fin outcome
    per month per seat
    Pro add-on
    from $99
    per month
    No answers on this topic
    Offerings
    Pricing Offerings
    FinTotango
    Free Trial
    YesNo
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    YesYes
    Entry-level Setup FeeNo setup feeOptional
    Additional Details90-Day Money-Back Guarantee Fin includes a 90-day money-back guarantee. Customers must use Fin in at least 250 conversations during the first 90 days of their subscription following the trial period. Customers who are not satisfied may request a refund within 90 days of starting their subscription. Eligibility: Available to high-volume customers handling more than 250,000 conversations per month in North America and Europe.Each package gives teams a 360° customer account profile, customer health scoring, customer journey program templates (SuccessBLOCS), automated workflows (SuccessPlays), email campaigns, self-paced onboarding, and customer support.
    More Pricing Information
    Community Pulse
    FinTotango
    Considered Both Products
    Fin
    Chose Fin
    • Totango: great segmentation and tracking. Very difficult learning curve. Literally over a year to build.
    • Salesforce: Garbage. I have always stood by this. Idiots love Salesforce because they think it's smart. It's not. It's just confusing. There is nothing Salesforce does that …
    Incentivized
    Chose Fin
    Although used for different purposes in general, in terms of automated campaigns, we utilize both products. Totango seems to be more appropriate as it allows for better goal definition and provides more flexibility with a simpler interface.
    Incentivized
    Chose Fin
    The product tours in the Intercom were the reason for picking Intercom over Zendesk and Freshdesk. We are an end-to-end solution, almost an enterprise product - and that needs a bit of user training. We also keep releasing new features. It is not possible to train users in all …
    Incentivized
    Chose Fin
    Other chat tools are not well connected to any platform, Intercom was built for SAAS and it was also cost effective.
    Incentivized
    Totango
    Chose Totango
    Not relevant. Do not have experience working with other customer success platforms.
    Incentivized
    Chose Totango
    We spoke with all vendors and tested Preact and found Totango to be the best fit for us.
    Incentivized
    Chose Totango
    I was not with the organization when the choice was made. Other products, however, were evaluated based on free trials and live demo sessions.
    Incentivized
    Chose Totango
    Our team looked at what Totango had to offer and felt that it had all the functionality we might need as we move our customer success program forward.
    Incentivized
    Key User Insights
    Would buy again
    99%
    Would buy again
    424 Answers
    91%
    Would buy again
    183 Answers
    Delivers good value for the price
    97%
    Delivers good value for the price
    341 Answers
    95%
    Delivers good value for the price
    124 Answers
    Happy with the feature set
    98%
    Happy with the feature set
    417 Answers
    92%
    Happy with the feature set
    184 Answers
    Lived up to sales and marketing promises
    94%
    Lived up to sales and marketing promises
    230 Answers
    95%
    Lived up to sales and marketing promises
    89 Answers
    Implementation went as expected
    93%
    Implementation went as expected
    286 Answers
    87%
    Implementation went as expected
    96 Answers
    Features
    FinTotango
    Security
    Comparison of Security features of Fin and Totango
    Feature
    Fin
    -
    Ratings
    Totango
    8.5
    182 Ratings
    0% below category average
    Role-based user permissions00 Ratings8.5182 Ratings
    Platform & Infrastructure
    Comparison of Platform & Infrastructure features of Fin and Totango
    Feature
    Fin
    -
    Ratings
    Totango
    8.5
    216 Ratings
    2% below category average
    API00 Ratings6.9149 Ratings
    Integration with Salesforce.com00 Ratings9.5173 Ratings
    Integration with Marketo00 Ratings9.035 Ratings
    Customer Data Extraction / Integration
    Comparison of Customer Data Extraction / Integration features of Fin and Totango
    Feature
    Fin
    -
    Ratings
    Totango
    8.1
    247 Ratings
    8% below category average
    Product usage00 Ratings8.1243 Ratings
    Help desk / support tickets00 Ratings8.2160 Ratings
    Customer Success Management
    Comparison of Customer Success Management features of Fin and Totango
    Feature
    Fin
    -
    Ratings
    Totango
    8.1
    260 Ratings
    6% below category average
    NPS surveys00 Ratings9.4124 Ratings
    Sponsor tracking00 Ratings6.16 Ratings
    Customer profiles00 Ratings7.9251 Ratings
    Automated workflow00 Ratings9.1240 Ratings
    Internal collaboration00 Ratings7.7226 Ratings
    Customer health scoring00 Ratings7.5253 Ratings
    Customer segmentation00 Ratings8.7243 Ratings
    CSM Reporting & Analytics
    Comparison of CSM Reporting & Analytics features of Fin and Totango
    Feature
    Fin
    -
    Ratings
    Totango
    8.3
    254 Ratings
    1% below category average
    Customer health trends00 Ratings8.4243 Ratings
    Engagement analytics00 Ratings8.8229 Ratings
    Revenue forecasting00 Ratings7.7175 Ratings
    Dashboards00 Ratings8.4237 Ratings
    Best Alternatives
    FinTotango
    Small Businesses
    No answers on this topic
    ClientSuccess
    Score6 out of 10
    Medium-sized Companies
    No answers on this topic
    ChurnZero
    Score7.9 out of 10
    Enterprises
    Sprinklr Service
    Score7.9 out of 10
    Gainsight CS
    Score8.8 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    FinTotango
    Likelihood to Recommend
    8.9
    (490 ratings)
    9.1
    (261 ratings)
    Likelihood to Renew
    10.0
    (21 ratings)
    7.3
    (8 ratings)
    Usability
    8.3
    (398 ratings)
    8.6
    (95 ratings)
    Availability
    9.1
    (1 ratings)
    9.9
    (3 ratings)
    Performance
    9.1
    (1 ratings)
    8.8
    (2 ratings)
    Support Rating
    6.4
    (11 ratings)
    7.7
    (93 ratings)
    Online Training
    7.4
    (2 ratings)
    7.0
    (1 ratings)
    Implementation Rating
    6.6
    (5 ratings)
    10.0
    (12 ratings)
    Configurability
    -
    (0 ratings)
    8.2
    (4 ratings)
    Ease of integration
    -
    (0 ratings)
    8.0
    (8 ratings)
    Product Scalability
    9.1
    (1 ratings)
    9.8
    (3 ratings)
    Vendor post-sale
    -
    (0 ratings)
    8.0
    (1 ratings)
    Vendor pre-sale
    -
    (0 ratings)
    8.0
    (1 ratings)
    User Testimonials
    FinTotango
    Likelihood to Recommend
    Fin
    I can't think of anything off the top of my head regarding less appropriate. However, this product is very customizable. I think with some improvement in reporting it could be better, however, I would recommend due to these types of things. I love the knowledge base and creating those help centers. I would say that it is fairly easy to set up, but once you set it up, not really knowing all the things, it's hard to go back and change, so it would be nice to have an overall idea of guidance prior to the original setup that can just be improved over time.
    Incentivized
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    Totango
    for a CSM it´s marvelous, you have in one window everything,the agenda for your day by day work, the workload you have in a day,all the customers database and call history added by tasks and toutch points, the to do thing in each customer you know what to do next, with renewal you hace an digital engadgement with customers inform they need to renew in order to keep using the app.
    Read full review
    Pros
    Fin
    • The AI agent can answer our users' questions accurately based on the information available in our Help Center.
    • Ability to set up workflows and procedures helps our team automate repetitive tasks.
    • The inbox layout is clean and easy to navigate, and we can set views to suit our preferences.
    Incentivized
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    Totango
    • Enables us to easily send and collect NPS & CSAT scores regularly.
    • Syncs with HubSpot to bring in updated client data and deals automatically.
    • Allows us to manage clients based on health score which is multi-dimensional.
    • I can log touch points directly in Totango from Gmail so easily..
    • As we improve and develop our non SaaS business client experience, Totango continues to develop more functionality that we can benefit from.
    Incentivized
    Read full review
    Cons
    Fin
    • I wish I could pull reports on the conversations that have been closed.
    • I wish I could tag fin categories in addition to our live help desk conversations so I can get a good read on the types of questions users are asking.
    Incentivized
    Read full review
    Totango
    • Integrations -- in my experience, they constantly break and disconnect.
    • Implementation -- I feel it was a HUGE challenge to set-up our environment. It took over 200 hours and it didn't work.
    • Communication -- during implementation/onboarding, in my opinion, we were mislead on how to create some of our custom data objects and it ended up being a big waste of time since the approach we were instructed to use ended up being incorrect.
    Read full review
    Likelihood to Renew
    Fin
    We have been and will be continuing our journey with Intercom and nothing too concerning has happened that I have experienced or heard of that has us on the edge yet. If it ever happens it will be something along the lines of "Outgrowing" the use of need of the platform.
    Incentivized
    Read full review
    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
    Incentivized
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    Usability
    Fin
    Intuitive is a very accurate descriptor. Features do not seem to be hidden by poor UI. Things are usually where you would expect them to be, and the UI has been designed to make it pleasant to work within the platform. The platform also scales really well. Both small and large organizations can achieve a great return on investment by using it.
    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.
    Incentivized
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    Reliability and Availability
    Fin
    always there
    Incentivized
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    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
    Incentivized
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    Performance
    Fin
    Fin is super quick and top notch.
    Incentivized
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    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.
    Incentivized
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    Support Rating
    Fin
    I can get help by asking Fin questions about itself. It answers accurately, citing its own Help Center resources with visuals. It can reason and dialogue well. But when it comes to getting human support for Fin, it is not as quick. It can sometimes take a few days. They are polite and well-meaning. Some things aren't their fault (product limitations), but there was one occasion where something took a long time to resolve with lots of back and forth but it was I who found out the error in the end that they missed, so they didn't really help resolve it.
    Incentivized
    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.
    Incentivized
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    Online Training
    Fin
    It was great. We were able to walk through step by step and get our questions answered along the way.
    Incentivized
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    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
    Incentivized
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    Implementation Rating
    Fin
    The implementation was surprisingly easy but we are having to adapt from our old process to work well with Intercom.
    Incentivized
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    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.
    Incentivized
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    Alternatives Considered
    Fin
    Fin far surpasses these other options in platform features and capabilities. Fin allows for side-by-side use by both the Marketing and Support teams, while none of the other similar products did that well. Most platforms are designed for one or the other, not both.
    Read full review
    Totango
    Pipedrive is a great CRM for Sales purposes but it doesnt give much tools for CX management. Totango is all the opposite, it is an excellent product for Customer Management . We currently use both platforms integrated with each other and it gives great results to both Sales and Customer Success teams
    Incentivized
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    Scalability
    Fin
    The product is very scalable and has helped us scale our user base and onboard 10x the users in just one month. We couldn't have done it without Fin
    Incentivized
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    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
    Incentivized
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    Return on Investment
    Fin
    • New role opportunities — Using the “Fin-first” approach has reduced the workload for our Tier 1 team, giving them more time to focus on their own career growth. It’s also opened the door to a dedicated, AI-focused role, where a team member regularly reviews Fin’s answers and makes updates to help it perform even better.
    • Enabling Fin has also reduced our response time and allowed us to meet SLA's.
    Incentivized
    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.
    Incentivized
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    ScreenShots

    Fin Screenshots

    Screenshot of Fin handling a complex query. Fin can securely retrieve data and take action in external systems like Shopify, Stripe, and Salesforce.Screenshot of Fin works across phone, email, chat, Slack, and more so every customer receives accurate, personalized responses, wherever they reach out.Screenshot of Procedures to train Fin to handle queries with multiple steps, business logic and third-party systems from start to finish. Natural language instructions can be combined with deterministic controls to create powerful Procedures that follow exact rules when needed.Screenshot of AI powered Insights and QA products, proactively showing you dominant and emergent trends and topics in your customer experience, as well as one-click recommendations to set live and immediately improve Fin's performance.Screenshot of Fin Operator. It spots problems, finds opportunities to improve, and acts on them, for example tuning Fin, keeping knowledge current, and scaling automation as business needs changes.Screenshot of the interface to customize Fin's tone of voice, teach it support knowledge and policies, and configure how it handles complex tasks in over 45 languages.

    Totango Screenshots

    Screenshot of collaboration tools to manage a customer portfolioScreenshot of a 360° view of customer healthScreenshot of the dashboard to monitor customer metricsScreenshot of engaging in-app experiences and email campaigns to improve customer retentionScreenshot of integrated data in the Customer Data Hub