Great tool for scaling Customer Success
Rating: 10 out of 10
January 09, 2024
CL
Vetted Review
Verified User
1 year of experience
- Data & Analytics
- Process Creation & Mapping
- Customer Campaign Targeting & Creation
Overview
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.
Learn from top reviewers
Great tool for scaling Customer Success
Rating: 10 out of 10
January 9, 2024We 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, a...
Totango is to-tally great software
Rating: 9 out of 10
January 8, 2024I 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 touchpoi...
Verified user
Account Manager
1 year of experienceTotango is a game changer for CS teams.
Rating: 9 out of 10
January 8, 2024We 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 ...
I like totango
Rating: 9 out of 10
January 8, 2024I 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 ...
Would 10/10 recommend Totango for your CSM team!
Rating: 9 out of 10
January 5, 2024We 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.
Verified user
Manager
1 year of experienceThe bomb in customer success software!
Rating: 9 out of 10
October 27, 2023We 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 aspect...
Totango is the ultimate tool for Customers Success Managers, all in one single pane
Rating: 10 out of 10
June 21, 2023we 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 ...
Jaime Cortes
Employee - Customer Service
Customer Success Manager
HPE Aruba Nerworking
1 year of experience¡totango has become an ally for everyone's success!
Rating: 10 out of 10
June 19, 2023I 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 appro...
All in one CS
Rating: 8 out of 10
June 9, 2023Totango runs our onboarding process, customer journey, and renewal cycle. We also use the system to track KPIs, account and user activity.
Verified user
Director
2 years of experienceBuyer Beware
Rating: 1 out of 10
May 22, 2023We 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 intera...
Verified user
Director
1 year of experienceTotango can help businesses to improve efficiency, drive customer satisfaction, and ultimately grow their business.
Rating: 9 out of 10
May 8, 2023One 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 u...
Totango for the win...
Rating: 10 out of 10
March 3, 2023Totango 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 m...
Great CX value and straightforward software for the price
Rating: 7 out of 10
February 14, 2023We use Totango to manage customer activity, health scores, and playbooks within our organization
Totango - a must have for every fast growing company
Rating: 9 out of 10
January 27, 2023Our 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 a...
Verified user
Director
1 year of experienceCouldn't be happier
Rating: 10 out of 10
January 26, 2023We 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...
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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.
Entry-level set up fee?
- Setup fee optional
For the latest information on pricing, visithttps://www.totango.com/packages
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- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
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What is Churn360?
Churn360 brings customer data that exists in various sources into one single view making it easier for Customer Success Managers to get a complete picture of the customer. Churn360 integrates with third party customer communication software to brings all communication related to one customer in a…
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Product Details
- About
- Integrations
- Competitors
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- Downloadables
- FAQs
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 |
Totango Downloadables
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.
Reviewers rate Integration with Marketo highest, with a score of 9.
The most common users of Totango are from Mid-sized Companies (51-1,000 employees).
Comparisons
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Reviews and Ratings
(407)Reviews
(1-25 of 260)Companies can't remove reviews or game the system. Here's why
Totango is to-tally great software
Rating: 9 out of 10
January 08, 2024
Verified User
Vetted Review
Verified User
1 year of experience
- Account portfolio tracking
- Customer touchpoint timeline
- SuccessPlay automation
Totango is a game changer for CS teams.
Rating: 9 out of 10
January 08, 2024
SB
Vetted Review
Verified User
2 years of experience
- Health Score Tracking
- NPS Surveys and Reminders
- Touchpoint tracking
- Task Creation and reminders
I like totango
Rating: 9 out of 10
January 08, 2024
HL
Vetted Review
Verified User
1 year of experience
- Dashboards and Segments
- Task Management
- Logging touchpoints automatically
Would 10/10 recommend Totango for your CSM team!
Rating: 9 out of 10
January 05, 2024
Verified User
Vetted Review
Verified User
1 year of experience
- Customizable metrics
- Customer Health indicators
- Interactive dashboards
The bomb in customer success software!
Rating: 9 out of 10
October 27, 2023
BH
Vetted Review
Verified User
1 year of experience
- 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.
Totango is the ultimate tool for Customers Success Managers, all in one single pane
Rating: 10 out of 10
June 21, 2023
JC
Vetted Review
Verified User
1 year of experience
- customer segmentation is great and fase segmentation also
- toutch points and tasks, a good way on having everything reported and under control
- successplays are great if you have multiple tasks to do, it will do it for you automaticaly
- agenda, in one blink of an eye you have your agenda
¡totango has become an ally for everyone's success!
Rating: 10 out of 10
June 19, 2023
SV
Vetted Review
Verified User
1 year of experience
- alert when you are not meeting the metrics established to have a health score
- the adoption and follow-up provided by our assigned Manage Service Provider
- how friendly the handling of the tool is
- the interaction of the Totango tool with other internal axity tools
All in one CS
Rating: 8 out of 10
June 09, 2023
Verified User
Vetted Review
Verified User
2 years of experience
- Easy, configurable journey mapping
- Customer segmentation
- Activity tracking
Buyer Beware
Rating: 1 out of 10
May 22, 2023
Verified User
Vetted Review
Verified User
1 year of experience
- I don't think Totango does anything well.
Totango can help businesses to improve efficiency, drive customer satisfaction, and ultimately grow their business.
Rating: 9 out of 10
May 08, 2023
BO
Vetted Review
Verified User
1 year of experience
- Automate engagement using campaigns.
- Generate tasks based on activity, date, or other criteria.
- Carefully track NPS and customer satisfaction.
Totango for the win...
Rating: 10 out of 10
March 03, 2023
Verified User
Vetted Review
Verified User
- Customer health profiles are able be configured to accurately assess health for the different types of customers that we work with. Customers don't have to fit into the same box.
- Onboarding was very comprehensive and really helped make sure I was set up and ready to go live with my team on day 1. They proactively worked through any issues/ questions that came up.
- Totango made it really easy to support a multi-tiered customer hierarchy and have all their scores and data roll up into parent accounts. This was essential as we work with different business units that subscribe to our various products.
Great CX value and straightforward software for the price
Rating: 7 out of 10
February 14, 2023
AM
Vetted Review
Verified User
1 year of experience
- Automate health scoring based on a number of quantitative and qualitative inputs
- Guide customer success teams on SuccessPlays to standardize the customer experience
- Create dashboards on reporting and insights for clearer decision making
Totango - a must have for every fast growing company
Rating: 9 out of 10
January 27, 2023
Verified User
Vetted Review
Verified User
1 year of experience
- Customer Management
- Easy access to metrics
- Customer Health and Churn information
Couldn't be happier
Rating: 10 out of 10
January 26, 2023
AS
Vetted Review
Verified User
4 years of experience
- Organized Tasks
- Automate Email Cadences
- Automate CSAT & NPS Surveys
- Automate and call out customer health risks
Totally Totango!
Rating: 9 out of 10
January 25, 2023
Verified User
Vetted Review
Verified User
1 year of experience
- CRM, Database
- Link to Saleforce(Integration)
- Task Management
- Campaign sending
Totango - A customer data platform
Rating: 9 out of 10
January 25, 2023
Verified User
Vetted Review
Verified User
3 years of experience
- The Segment is one of the good features I personally like. It's easier to track data within a team + customer engagement rate.
- Touchpoint timeline is great too. It allows us to see at what stage the touchpoint was logged and by whom.
- Alerts when the customer engagement rate falls below the threshold. It allows the OB and CSM teams to touch base with the customer when the engagement is low.
Wonderful for managing all books of business!
Rating: 10 out of 10
December 20, 2022
Verified User
Vetted Review
Verified User
2 years of experience
- Allows for ease of monitoring and taking action when necessary.
- Provides the ability to organize customer timelines and filter events by category.
- Notifications for tasks to aid in the CSM daily workflow.
- Leaders can access a quick snapshot of the team portfolios and identify at-risk situations.
Outstanding Experience.
Rating: 10 out of 10
September 07, 2022
SL
Vetted Review
Verified User
1 year of experience
- Totango easily integrates with other tools to pull information in one place.
- Totango is extremely easy to configure how you want, including adding new attributes that are important to you, creating segments relevant to your business, and automating processes through SuccessPlays and Campaigns.
- Totango Support is amazing! Very knowledgeable and prompt!
- Totango provides so many resources for users, including tutorials, a knowledge base, and the new creator campus. It's awesome.
Great ROI, makes our lives so much easier
Rating: 9 out of 10
August 21, 2022
JE
Vetted Review
Verified User
1 year of experience
- Touchpoints
- Campaigns
- Automation
Totango has amazing features and capabilities
Rating: 8 out of 10
August 16, 2022
Verified User
Vetted Review
Verified User
1 year of experience
- Notes
- Health Score
- Client Risks
Big promises, nice UI, nice Integration points but has tech issues
Rating: 7 out of 10
August 04, 2022
Verified User
Vetted Review
Verified User
1 year of experience
- Emails to customers based on filters - whenever a customer hits a criteria.
- Integrations are superb and we are able to see a multidimensional view of the customers.
- Canvas for defining the playbook.
In the right path with Totango
Rating: 8 out of 10
July 28, 2022
Verified User
Vetted Review
Verified User
1 year of experience
- Create campaigns
- Monitor performance
- Optimize the process
Totango for account health, segmentation, and campaigns.
Rating: 8 out of 10
July 25, 2022
Verified User
Vetted Review
Verified User
2 years of experience
- Targeted marketing campaigns.
- Dashboard to see overall account health and daily activity.
- Overview of account information.
- Customizable tasks which can then be your daily agenda or reminder.
Huge fan of Totango
Rating: 10 out of 10
July 22, 2022
JM
Vetted Review
Verified User
1 year of experience
- Health Scoring
- CSM Activity Management
- Renewal Planning
- Renewal Reporting