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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Totango

    Score8 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
    Totango
    Editions & Modules
    No answers on this topic
    Offerings
    Pricing Offerings
    Totango
    Free Trial
    No
    Free/Freemium Version
    No
    Premium Consulting/Integration Services
    Yes
    Entry-level Setup FeeOptional
    Additional DetailsEach 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
    Totango
    Considered Both Products
    Totango
    Chose Totango
    Our organization has successfully unlocked more value from Totango than I've seen with the two other CS platforms I've used at prior organizations
    Incentivized
    Chose Totango
    I have not had the need to evaluate any other
    Incentivized
    Chose Totango
    I've implemented dozens of systems over the last 15 years and, I feel, Totango was by far the most challenging. I have a background in several areas, but the most applicable to Totango is my background in data management, systems administration, programming, web design, web …
    Incentivized
    Chose Totango
    Price was the key.
    Incentivized
    Chose Totango
    Totango was much more affordable and more functional than Gainsight and CSB
    Incentivized
    Chose 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 …
    Incentivized
    Chose Totango
    Totango's UI is clean, very easy to find whatever you need on the account. Its ability to search using the company domain of a customer definitely saves time and effort instead of switching to other databases. It also allows me to view my task on a weekly basis instead of …
    Incentivized
    Chose Totango
    All systems have positives and negatives but Totango fit immediate needs best
    Incentivized
    Chose Totango
    I have not assessed others myself, but I had colleagues that did prior to committing to Totango.
    Incentivized
    Chose Totango
    n/a
    Incentivized
    Chose Totango
    Totango was the best platform for our needs, particularly the ability to segment and the ease of use versus other products for the day to day work of our CSMs
    Incentivized
    Chose 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 …
    Incentivized
    Chose Totango
    I don't make the purchasing decisions, and I don't know which other companies were in the running, but as far as the expectation of what we had anticipated TT doing for us, and what we see in our day-to-day, I think it answers the biggest questions we had which were - "how do …
    Incentivized
    Chose Totango
    Totango was a good fit and middle ground between Gainsight which was overwhelming for our needs and ChurnZero which at the time was not as mature as it is today. Simple to use straightforward interface which is also flexible and customizable. The Totango product team has been …
    Incentivized
    Chose Totango
    Totango seemed the best way to have quick wins, long term wins, and work through optimizations and iterations along the way. We could launch piecemeal and adapt to our business needs as we saw value in Totango, instead of having to create a masterpiece that would be complex to …
    Incentivized
    Chose Totango
    Totango had a much cleaner UI and was much more affordable for a small company. Totango also looked like it would be more straightforward and easier to use for my customer success team. Other companies didn't handle the multi-level customer hierarchies as cleanly as Totango and …
    Incentivized
    Chose Totango
    Not relevant. Do not have experience working with other customer success platforms.
    Incentivized
    Chose Totango
    Totango is easy to use and has great demos.
    Incentivized
    Chose Totango
    Planhat feels like Pandora's box. It was very cool, shiny, complete but felt like an empty canvas. We felt so overwhelmed by the amount of possibilities that we didn't know where to begin. Because we sought out a tool which could help us out with the best 'time-to-value' due to …
    Incentivized
    Chose Totango
    We had previously used Salesforce for years for our CSMs and other functions but found that it never quite met what we needed it to do for our CSMs. It was cumbersome with reporting and showing workflow. It was also more manual with detailing engagements or reaching our clients …
    Incentivized
    Chose Totango
    N/A
    Incentivized
    Chose Totango
    Better price/quality ration.
    Incentivized
    Chose Totango
    Totango felt like a great option that was beyond entry-level, but not a sledgehammer for a nail for what, at the time, was a brand new Customer Experience team being formed.
    Incentivized
    Key User Insights
    Would buy again
    91%
    Would buy again
    183 Answers
    Delivers good value for the price
    95%
    Delivers good value for the price
    124 Answers
    Happy with the feature set
    92%
    Happy with the feature set
    184 Answers
    Lived up to sales and marketing promises
    95%
    Lived up to sales and marketing promises
    89 Answers
    Implementation went as expected
    87%
    Implementation went as expected
    96 Answers
    Features
    Totango
    Security
    Comparison of Security features of Totango
    Feature
    Totango
    8.5
    182 Ratings
    0% below category average
    Role-based user permissions8.5182 Ratings
    Platform & Infrastructure
    Comparison of Platform & Infrastructure features of Totango
    Feature
    Totango
    8.5
    216 Ratings
    2% below category average
    API6.9149 Ratings
    Integration with Salesforce.com9.5173 Ratings
    Integration with Marketo9.035 Ratings
    Customer Data Extraction / Integration
    Comparison of Customer Data Extraction / Integration features of Totango
    Feature
    Totango
    8.1
    247 Ratings
    8% below category average
    Product usage8.1243 Ratings
    Help desk / support tickets8.2160 Ratings
    Customer Success Management
    Comparison of Customer Success Management features of Totango
    Feature
    Totango
    8.1
    260 Ratings
    6% below category average
    NPS surveys9.4124 Ratings
    Sponsor tracking6.16 Ratings
    Customer profiles7.9251 Ratings
    Automated workflow9.1240 Ratings
    Internal collaboration7.7226 Ratings
    Customer health scoring7.5253 Ratings
    Customer segmentation8.7243 Ratings
    CSM Reporting & Analytics
    Comparison of CSM Reporting & Analytics features of Totango
    Feature
    Totango
    8.3
    254 Ratings
    1% below category average
    Customer health trends8.4243 Ratings
    Engagement analytics8.8229 Ratings
    Revenue forecasting7.7175 Ratings
    Dashboards8.4237 Ratings
    Best Alternatives
    Totango
    Small Businesses
    ClientSuccess
    Score6 out of 10
    Medium-sized Companies
    ChurnZero
    Score7.9 out of 10
    Enterprises
    Gainsight CS
    Score8.8 out of 10
    All AlternativesView all alternatives
    User Ratings
    Totango
    Likelihood to Recommend
    9.1
    (261 ratings)
    Likelihood to Renew
    7.3
    (8 ratings)
    Usability
    8.6
    (95 ratings)
    Availability
    9.9
    (3 ratings)
    Performance
    8.8
    (2 ratings)
    Support Rating
    7.7
    (93 ratings)
    Online Training
    7.0
    (1 ratings)
    Implementation Rating
    10.0
    (12 ratings)
    Configurability
    8.2
    (4 ratings)
    Ease of integration
    8.0
    (8 ratings)
    Product Scalability
    9.8
    (3 ratings)
    Vendor post-sale
    8.0
    (1 ratings)
    Vendor pre-sale
    8.0
    (1 ratings)
    User Testimonials
    Totango
    Likelihood to Recommend
    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
    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
    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
    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
    Read full review
    Usability
    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
    Read full review
    Reliability and Availability
    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
    Read full review
    Performance
    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
    Read full review
    Support Rating
    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
    Read full review
    Online Training
    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
    Read full review
    Implementation Rating
    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
    Read full review
    Alternatives Considered
    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
    Read full review
    Scalability
    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
    Read full review
    Return on Investment
    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
    Read full review
    ScreenShots

    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