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
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We are using Totango across our Customer Success department to monitor success metrics, stay organized, and ensure continuity and consistency across all of our Customer Success Managers. It allows us to pull data from our system into Totango, and set certain event triggers so that we can take actions with our customers. We are alerted when engagement falls, triggering a set of actions that we can complete to re-engage the customer. On the flip side, we have visibility into highly engaged and active accounts so that we can reach out to use them for case studies, referrals, and as references. Overall, it gives us the tools we need to better serve our customers and leverage the data we are already collecting.
A couple of main focuses for our team are the use of our software platform and retention. We have implemented a number of SuccessBlocs into our workflow using Totango that help us automatically reach out to customers that fall behind on certain usage factors which we have seen provide an increase of usage among these customers by more than 30%. We are able to send tips and tricks to users which have also proven to increase satisfaction among users. In terms of retention, the Totango tools enable us to proactively connect with customers which are allowing us to have a record year in retention.
March 17, 2021
Pretty good, lightweight. Would recommend for a starter.
We needed a tool to manage our accounts with our customers. To make sure we were guiding them through onboarding and renewal processes.
We are using Totango to streamline our customer success operations, make the workflow easier for our customer success managers, and to deliver customer insights by utilizing the data we collect. Using Totango, we are also able to ensure that all of our team members are carrying out the same tasks for our customers so there is some continuity.
March 11, 2021
Are you starting with customer success? Trust Totango.
We have recently used Totango within our customer success team.
We have added our processes within the platform and we are tracking the progress of the accounts, keeping notes, and generally being on top of things. As a next step, we are planning to incorporate usage data as well.
We have added our processes within the platform and we are tracking the progress of the accounts, keeping notes, and generally being on top of things. As a next step, we are planning to incorporate usage data as well.
We use Totango to understand how frequently the users are using our application, their last visited date, [the] number of active days, etc. This will help for our internal Churn Analysis and how engaged the users are with our software/platform.
March 11, 2021
Totango is the Salesforce for CSMs.
We are using [Totango] for combining Salesforce data with other platforms to make it a one-stop shop for client health. It is currently only be addressed by the Customer Success department but may blend into marketing and sales integrations. We do not currently have customer-centric software for our Customer Success team.
March 11, 2021
Small Start-up Optimized with Totango.
We use [Totango] to keep track of our company partners. Weekly tasks, where they are in the process, meetings that happened in the past.
March 09, 2021
Totango is My Go-To
Totango is currently utilized in our Customer Engagement team to track touchpoints, account health, contracts, etc. Due to the size of our company, there are hundreds, if not thousands, of users. We had a lot of disjointed systems in the past, and Totango has helped us bridge those gaps and bring information together into one source for our experience management.
March 08, 2021
Getting Started with the Community Edition if Great
Totango is being used primarily by our CS and Onboarding teams, with longer term plans to integrate Sales and Marketing.
February 27, 2021
An easy pick!
It is used by the Customer Success team in our company.
February 24, 2021
Totango Review
Totango is currently being used in our Customer Success Department. We are using Totango to help us consolidate all of our customer data in one place. Totango helps us make sense of our data and organize actions we take with customer outreach.
February 24, 2021
Customer insights are within reach (with a bit of developer help)
Currently our Customer Success and Onboarding teams use Totango, and we will soon be opening it up for our Product, Sales and Marketing teams to use certain features and access customer data. It allows us a centralized place to view customer communications and progress, through the multiple ways they might interact with our team and product.
February 08, 2021
Totango - great software, makes my job easier.
- Totango is being used by Customer Success Managers and Retention Renewals Manager.
- It simplifies our view of all the accounts assigned to us. Helps us easily identify which accounts are new, which to prioritize, possibly at risk, and need more attention. Minimizes the need to switch from one platform to another as we get to see details like MRR Value, license count, utilization, last cadence, etc...
January 17, 2021
Totango Customer First
Totango is used in our department and it helps with managing and communicating our customers - totango has intuitions that help make business better. It also helps us communicate well internally - the tool i heavily use as it is integrated well to other applications that we use - it also has my today's agenda and tasks - allowing me to not miss anything. It is a nice way to also relay tasks to internal individuals and be able to monitor customer's health status.
January 17, 2021
"We have it all for you"
It is currently used by our Team for our daily contact with customers. It helps monitor our accounts usage, updates, and campaigns across the entire CSM team which is a big help for everyone. It is nice at it could be connected to another CRM platform like SFDC and Zendesk. Kudos to Totango for being flexible :)
January 17, 2021
Totango puts the success in customer success
Totango is used by all of Customer Success. It enables us to track and manage all of our customers. Through Totango we're able to launch campaigns, monitor health scores, and have a macro view of our entire customer base.
Totango has also enabled us to continually improve our ability to manage our growing base of customers. As we exploded in customer size in 2020, Totango allowed us to dynamically manage all our new customers. We opened new customer segments and launched it all on Totango.
Our health score monitoring using Totango is a great way for CSMs with a large number of accounts to stay on top of their game. With custom triggers for poor, average, and good health scores we're able to create standardized and targeted touchpoints with all of our customers. With the ability to customize all of these tools, Totango is a great CRM tool that scales with you.
Totango has also enabled us to continually improve our ability to manage our growing base of customers. As we exploded in customer size in 2020, Totango allowed us to dynamically manage all our new customers. We opened new customer segments and launched it all on Totango.
Our health score monitoring using Totango is a great way for CSMs with a large number of accounts to stay on top of their game. With custom triggers for poor, average, and good health scores we're able to create standardized and targeted touchpoints with all of our customers. With the ability to customize all of these tools, Totango is a great CRM tool that scales with you.
December 28, 2020
Totango - Client Success' Best Friend
Being used in the Customer Success organisation and working to align the teams and bring greater transparency and organisation across accounts.
December 19, 2020
A feature rich pice of kit enabling detailed organisation, segmentation and information on your customers.
Totango is being used by the entire Customer Success function to support our client strategy plays, manage client correspondence, implement renewal success plays and EBR touch points. Pretty much everything associated with my role as a CSD. I use it to add meeting notes and action points, attach relevant documentation and presentations for future reference and define my account strategy.
December 15, 2020
Great tool for CSM's globally
Totango is used by our Customer Success Team globally and some of our Account Managers have access to this tool to view CSM's notes. The tool is imperative to the Customer Success role in identifying daily tasks for each CSM's 200+ customers. Beyond helping manage CSM's daily tasks it's also really beneficial in helping prioritize accounts based on factors like Health, Usage, ARR, and other attributes.
The SuccessPlay feature helps create automated tasks based on factors and it's been really convenient to be able to create segments quickly to filter down to specific sets of customers. The Health feature within Totango helps us create an overall picture of which of our customers are doing well and which ones need more attention. I love that we can define for ourselves what that good health looks like.
The SuccessPlay feature helps create automated tasks based on factors and it's been really convenient to be able to create segments quickly to filter down to specific sets of customers. The Health feature within Totango helps us create an overall picture of which of our customers are doing well and which ones need more attention. I love that we can define for ourselves what that good health looks like.
December 10, 2020
Makes everything easy which makes your client happy!
Due to the pandemic, the influx of customers were very massive and there wasn't enough bandwidth to handle all of them. As we want to provide a very strong Customer Service we started using Totango to easily identify the clients who need help and orientation about our platform. We can also create success plays in order for the client to be in a journey with us on how to maximize our platform.
December 10, 2020
Every CSM's Daily Tool
Totango is currently used by our Client Success Department. Other departments and our Senior Leadership team uses data within Totango for everyday business analysis and needs. Currently, this is how our CSMs manage their books of business and their daily tasks. Totango helps us track our clients in onboarding, our customer usage and health and tracks our renewals.
December 04, 2020
Great, but always room for improvement!
We use Totango to run reports, segments, manage all customers via tasks and success plays, and to get a full view of all our data. It helps us ensure we are being proactive with our customers and engaging with them. We also use it for our tech touch segment to onboard and keep them engaged.
December 03, 2020
Totango....The Good, Better and Best of this Tool!!
We use this great tool to allow our sales rep to quickly discern the opportunities in their large territories. Totango is also very helpful in mitigating churn by being proactive with customers who have a drop in the health of their account.
December 03, 2020
Everything you need for proactive customer success
Totango is used by our customer success department. We work daily in Totango with tasks related to our existing customers. In Totango we have all the data and abilities we need to be able to provide our customers with proactive follow-up. For example, we import all the necessary data from our CRM system (Hubspot) to provide our CSMs with an overview of their customers.