Great tool for scaling Customer Success
We use Totango to automate and scale all of our core processes for the Customer Success org at our company. Additionally, we use it for …
Starting at $2,988 per year
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What is Totango?
Totango customer success software, now with Catalyst, helps enterprise businesses and cross-functional teams accelerate customer outcomes in productivity, retention, and expansion. Totango and Catalyst will become a unified product, following the merger in February 2024.
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Popular Features
- Customer segmentation (243)8.383%
- Customer profiles (251)7.878%
- Product usage (243)7.878%
- Customer health scoring (253)7.676%
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Pricing
Starter
$2,988
Cloud
per year
Enterprise
$18,000
Cloud
per year
Premier
Custom
Cloud
Entry-level set up fee?
- Setup fee optional
For the latest information on pricing, visithttps://www.totango.com/packages
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Starting price (does not include set up fee)
- $2,988 per year
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What is Totango?
Totango customer success software, now with Catalyst, helps enterprise businesses and cross-functional teams accelerate customer outcomes in productivity, retention, and expansion. Totango and Catalyst will become a unified product, following the merger in February 2024.
Totango provides a set of integrations and SuccessBLOCs—the company's proprietary pre-built customer success programs that are embedded with best practices and contain relevant workflows, reports, automation, customer segments, campaign content, and more to help users achieve critical business outcomes. With Totango, businesses can integrate data to get a 360° view of customer health, collaborate to manage their customer portfolio, engage with customers when and where it matters, monitor and improve the metrics that matter, and scale CS faster with people + AI. Totango is designed to scale limitlessly and deliver time to value due to its composable platform architecture and schemaless data model.
Totango provides a set of integrations and SuccessBLOCs—the company's proprietary pre-built customer success programs that are embedded with best practices and contain relevant workflows, reports, automation, customer segments, campaign content, and more to help users achieve critical business outcomes. With Totango, businesses can integrate data to get a 360° view of customer health, collaborate to manage their customer portfolio, engage with customers when and where it matters, monitor and improve the metrics that matter, and scale CS faster with people + AI. Totango is designed to scale limitlessly and deliver time to value due to its composable platform architecture and schemaless data model.
Totango Features
Customer Data Extraction / Integration Features
- Supported: Product usage
- Supported: Help desk / support tickets
- Supported: Online customer community
- Supported: Billing
- Supported: Marketing emails
Customer Success Management Features
- Supported: NPS surveys
- Supported: Customer profiles
- Supported: Automated workflow
- Supported: Internal collaboration
- Supported: Customer health scoring
- Supported: Customer segmentation
CSM Reporting & Analytics Features
- Supported: Customer health trends
- Supported: Engagement analytics
- Supported: Revenue forecasting
- Supported: Dashboards
- Supported: Customer lifetime value
- Supported: Churn rate
Security Features
- Supported: Role-based user permissions
Platform & Infrastructure Features
- Supported: API
- Supported: Integration with Salesforce.com
- Supported: Integration with Marketo
Totango Screenshots
Totango Video
New year, new evolution of CS, new Totango
Totango Integrations
Totango Competitors
Totango Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | Apple iOS |
Frequently Asked Questions
Totango customer success software, now with Catalyst, helps enterprise businesses and cross-functional teams accelerate customer outcomes in productivity, retention, and expansion. Totango and Catalyst will become a unified product, following the merger in February 2024.
Totango starts at $2988.
Reviewers rate Integration with Marketo highest, with a score of 8.9.
The most common users of Totango are from Mid-sized Companies (51-1,000 employees).
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Reviews and Ratings
(406)Attribute Ratings
Reviews
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January 09, 2024
Great tool for scaling Customer Success
We use Totango to automate and scale all of our core processes for the Customer Success org at our company. Additionally, we use it for customer marketing/nurture campaigns, account health scoring, data and insights and customer surveys.
January 08, 2024
Totango is to-tally great software
I use Totango to manage my customer account profiles. The software ensures there's a single source of truth for any need to know customer information.
I log customer touchpoints including emails, meeting notes, and other internal notes. I use the reminders and agenda features to keep track of to-dos. My org also has automated SuccessPlays for things like the renewal process.
I log customer touchpoints including emails, meeting notes, and other internal notes. I use the reminders and agenda features to keep track of to-dos. My org also has automated SuccessPlays for things like the renewal process.
January 08, 2024
Totango is a game changer for CS teams.
We implemented Totango to manage our Customer Success Team's accounts in a way that would help us scale and improve our relationship with customers. It gave us a platform for organizing data, and keeping track of all of our touchpoints, as well as allowed us to centralize communication and collaboration. It was truly game changing.
January 08, 2024
I like totango
I use totango to manage my book of business, which has ranged from 250 to 700 customers. It helps me to monitor changes in customer health and remain organized. it has helped significantly with customer outreach
January 05, 2024
Would 10/10 recommend Totango for your CSM team!
We use Totango to manage the health and success of our clients. Our clients are mostly Human Resource professionals. Our product is an employee engagement platform.
October 27, 2023
The bomb in customer success software!
We use Totango as a customer success solution to keep track of our customer's journey from sign-up to advocacy. Before Totango, we struggled to keep track of meaningful aspects of the client relationship, and Totango has provided us with a solution. Now we can easily manage a high-touch customer experience for clients at every stage of the customer journey.
Score 10 out of 10
Vetted Review
Verified User
we use it to control our SAAS application usage , license subscriptions, product promotion, customers segmentation and digital engadment. and our scope is keep on growing and don´t lose any license oportunity, and minimise the churn cases.
June 19, 2023
¡totango has become an ally for everyone's success!
I use totango to follow up on the different pits within the life cycle of client projects, within Totango we organize the QSRs and all those Touchpoints that we consider appropriate according to the complexity of the project, our use cases are DC, Enterprise Networking, collaboration, security, DNA, and others.
June 09, 2023
All in one CS
Totango runs our onboarding process, customer journey, and renewal cycle. We also use the system to track KPIs, account and user activity.
May 22, 2023
Buyer Beware
Score 1 out of 10
Vetted Review
Verified User
We attempted to use Totango for client success/customer success. We had hoped, we could use Totango for setting up customer satisfaction scores; creating alerts on user interactions; volume; etc.
One of the key benefits of Totango is its ability to improve efficiency. By providing us with a centralized platform to manage all aspects of customer success, Totango helps us streamline processes and automate repetitive tasks. We love data-driven insights. Totango provides us with a wealth of information on customers, including their behavior, engagement, and satisfaction levels. We use this information to improve customer success strategies, allowing us to better understand customers and deliver more personalized experiences. Totango empowers us to identify and address potential issues before they become problems, proactively engage with customers, and ultimately drive customer satisfaction and loyalty. It's proven to be a game changer, and we have watched as retention and growth rates have increased.
March 03, 2023
Totango for the win...
Totango enables my Customer Success team to see all of our customer data in one spot. This provides a much more comprehensive view of customer health scores and allows us to make educated and more automated decisions regarding how to best help our customers. Totango's automated success plays help facilitate a clean best practice for my team to follow so that we can ensure all customers are receiving a consistent approach and the right level of touch. The customer data hub makes it very easy to integrate with external data sources and the onboarding team was very helpful during the implementation stage.
February 14, 2023
Great CX value and straightforward software for the price
We use Totango to manage customer activity, health scores, and playbooks within our organization
January 27, 2023
Totango - a must have for every fast growing company
Our company is a startup which grew up really fast within the last 2 years. Our customer management system was based on spreadsheets and google docs, and as we acquired more and more clients it started to turn unscalable. There were lots of documents, all over the company's Drive database and things usually got lost and it started to get difficult to properly follow and update all our customer's status. With Totango came the solution to this issue, because we can have all of our customers in the same place, under the same format no matter who manages them and got really easy to get info and metrics from there.
January 26, 2023
Couldn't be happier
We use Totango to organize the workflows on our Customer Success team and Account Management teams. Having a single system that allows both teams to cleanly split up the tasks needed, so we don't overwhelm the client and can support them fully in their customer journey is a huge benefit to our organization.
January 25, 2023
Totally Totango!
We use Totango as our CRM. It is very easy to understand and helps me complete my task efficiently. I think one of its best features is the ability to search a customer's account with just a company domain. It saves time and effort instead of switching from one database to another. Other CRM does not offer searchability as Totango did. I also like the way how our task view was set up in Totango. Instead of cluttering the entire page, it lets me view week-by-week tasks so I can manage them properly without getting overwhelmed by upcoming weeks or the following month's list of tasks.
I am happy that I got the chance to experience Totango. The UI is clean, packed with a lot of features, and of course, easy to navigate.
I am happy that I got the chance to experience Totango. The UI is clean, packed with a lot of features, and of course, easy to navigate.
January 25, 2023
Totango - A customer data platform
We use Totango to track customer engagement. We've built our own rules/segments to see how the touch points are tracked, customer activation rate, team reports for reviews etc.
December 20, 2022
Wonderful for managing all books of business!
Totango helps organizations with information accessibility challenges. It is user-friendly and allows all teams with user access to get up to speed with their customer accounts with a few clicks. I stay on top of my customer interactions by tracking tasks, capturing links to CSPs and customer initiatives, and following up on pertinent touchpoint action items. The info is easy to find and gives a high-level overview of my book of business and detailed info on particular accounts that need a little more love.
September 07, 2022
Outstanding Experience.
I use Totango to manage my book of business, including logging touch points, keeping track of tasks, and automating processes. Our team manages a subset of our customers in Totango, which provides a quick place to find key account information, calculates customer health, and provides visibility to leaders on the status of our relationships with our customers. We've also developed success plays and campaigns to target our customer base and establish best practices among the team.
August 21, 2022
Great ROI, makes our lives so much easier
Score 9 out of 10
Vetted Review
Verified User
We use Totango to manage our high volume, high touch style of Customer Success. This means we use as many automations as possible to trigger campaigns and tasks to keep our CSMs operating at a high level of efficiency. The ability for our CSMs to share work with each other has been a game changer. Also the ability to easily log touchpoints and then create segments based on those touchpoints as given us new data and insight into our daily work.
August 16, 2022
Totango has amazing features and capabilities
Score 8 out of 10
Vetted Review
Verified User
We used Totango to understand the health of our clients and to keep internal teams informed on the status of major milestones. This was helpful to people who missed meetings or those who weren't involved in the day to day project (e.g. leadership). There are a lot of features available and a lot of customizations. That can be a good thing, but it can also be cumbersome. One thing that's important is to make sure that everyone who is using Totango uses the same format and same customizations.
Problem - Implement the playbook for our onboarding and CS team. Scope - All customers that the business development team signs up.
July 28, 2022
In the right path with Totango
I use Totango to create data points and then build campaigns under the different SuccessBlocs to trigger them according to the target set. Afterward, I have to monitor the performance of the emails sent and look for opportunities to optimize the process.
We use Totango on a daily basis to track the overall health, campaigns sent touch points, and more for our individual book of business. It helps us manage our accounts, know which ones need attention, account history, etc. We also use it to send targeted marketing campaigns for our large user base.
July 22, 2022
Huge fan of Totango
We use Totango to manage our customers post-sale. It allows us to stay on top of the journey, identify risks and manage the renewal. It is insanely easy to set up (and you can get started for free!). It allows me, as the manager of the team, to get different dashboards on the overall picture of our customer health, as well as make sure the team is on track with their daily activities.