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Totango

Totango

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.

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Learn from top reviewers

Great tool for scaling Customer Success

Rating: 10 out of 10
January 9, 2024
IncentivizedVetted ReviewVerified User
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, a...
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Cassandra Liska
Vice-President - Customer Service
VP of Customer Success
Verse.ai
Totango1 year of experience

Totango is to-tally great software

Rating: 9 out of 10
January 8, 2024
IncentivizedVetted ReviewVerified User
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 touchpoi...
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Verified user
Account Manager
Totango1 year of experience

Totango is a game changer for CS teams.

Rating: 9 out of 10
January 8, 2024
IncentivizedVetted ReviewVerified User
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 ...
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Stephanie Butler
Analyst - Information Technology
Business Analyst
Solver Global
Totango2 years of experience

I like totango

Rating: 9 out of 10
January 8, 2024
IncentivizedVetted ReviewVerified User
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 ...
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Heather Lennon
Contributor - Other
Customer Success Manager
Teamwork.com
Totango1 year of experience

Would 10/10 recommend Totango for your CSM team!

Rating: 9 out of 10
January 5, 2024
IncentivizedVetted ReviewVerified User
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.
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Verified user
Manager
Totango1 year of experience

The bomb in customer success software!

Rating: 9 out of 10
October 27, 2023
IncentivizedVetted ReviewVerified User
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 aspect...
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Bex Howell
Account Manager - Sales
Client Success
TRUSTY OAK 🌳
Totango1 year of experience

Totango is the ultimate tool for Customers Success Managers, all in one single pane

Rating: 10 out of 10
June 21, 2023
Vetted ReviewVerified 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 ...
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Jaime Cortes
Employee - Customer Service
Customer Success Manager
HPE Aruba Nerworking
Totango1 year of experience

¡totango has become an ally for everyone's success!

Rating: 10 out of 10
June 19, 2023
IncentivizedVetted ReviewVerified User
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 appro...
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Selene Varela Salinas
Analyst - Customer Service
Customer Success Manager
Axity
Totango1 year of experience

All in one CS

Rating: 8 out of 10
June 9, 2023
IncentivizedVetted ReviewVerified User
Totango runs our onboarding process, customer journey, and renewal cycle. We also use the system to track KPIs, account and user activity.
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Verified user
Director
Totango2 years of experience

Buyer Beware

Rating: 1 out of 10
May 22, 2023
Vetted ReviewVerified 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 intera...
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Verified user
Director
Totango1 year of experience

Totango can help businesses to improve efficiency, drive customer satisfaction, and ultimately grow their business.

Rating: 9 out of 10
May 8, 2023
IncentivizedVetted ReviewVerified User
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 u...
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Brian O'Keeffe
Program Manager - Sales
Digital Engagement Manager (Remote)
Egnyte
Totango1 year of experience

Totango for the win...

Rating: 10 out of 10
March 3, 2023
IncentivizedVetted ReviewVerified User
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 m...
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Verified user
Team Lead

Great CX value and straightforward software for the price

Rating: 7 out of 10
February 14, 2023
IncentivizedVetted ReviewVerified User
We use Totango to manage customer activity, health scores, and playbooks within our organization
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Adam Moreschi
Employee - Customer Service
Customer Success Manager
Fidel API
Totango1 year of experience

Totango - a must have for every fast growing company

Rating: 9 out of 10
January 27, 2023
IncentivizedVetted ReviewVerified User
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 a...
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Verified user
Director
Totango1 year of experience

Couldn't be happier

Rating: 10 out of 10
January 26, 2023
IncentivizedVetted ReviewVerified User
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...
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Alice Simons
Manager - Other
Sr. Systems & Operations Manager
PowerToFly
Totango4 years of experience
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Awards

Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

Reviewer Pros & Cons

View all pros & cons
Cassandra Liska
VP of Customer Success
Verse.ai (Computer Software, 51-200 employees)
Verified User
Account Manager in Customer Service
Computer Software Company, 11-50 employees

Video Reviews

1 video

View Playlist
Totango Review: Stands Out Because Of Its User Friendly Interface
02:00
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Pricing

View all pricing
Totango

Totango

N/A
Unavailable

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

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

Would you like us to let the vendor know that you want pricing?

2 people also want pricing

Alternatives Pricing

Freshsuccess

Freshsuccess

$79
per month
What is Freshsuccess?

Freshsuccess (based on technology acquired by Natero by Freshworks in May 2019) is designed to help Customer Success Managers prevent churn, increase account expansion, and manage more customers with less effort. The vendor says features include: Customer 360 - See customer emails, chats,…

Glance

Glance

$19
per month
What is Glance?

Glance is a conferencing platform focused on customer engagement through visualization and collaboration.

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Product Demos

Totango Customer Success Walkthrough

Navattic
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Features

Security

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

8.5
Avg 8.9

Platform & Infrastructure

Features related to platform-wide settings and structure, such as permissions, languages, integrations, customizations, etc.

7.9
Avg 8.6

Customer Data Extraction / Integration

Customer data extraction / integration

7.6
Avg 8.8

Customer Success Management

Customer Success Management

7.6
Avg 8.5

CSM Reporting & Analytics

Reporting & Analytics specific to customer success management

7.6
Avg 8.2
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Product Details

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 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

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

Totango Video

New year, new evolution of CS, new Totango

Totango Integrations

Totango Competitors

Totango Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationApple 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.

Gainsight CS, ChurnZero, and Planhat are common alternatives for Totango.

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).
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Comparisons

View all alternatives
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Reviews and Ratings

(407)

Reviews

(1-25 of 33)
Companies can't remove reviews or game the system. Here's why

Totango's impact on reaching customer success goals

Rating: 8 out of 10
Incentivized
December 01, 2020
Verified User
Vetted Review
Verified User
Totango
1 year of experience
Systems Integrated With
  • Salesforce
  • Gmail
  • Internal Systems
The depth of our integration is minimal - we haven't been able to allot the resources to take advantage of how deep the integration can be built in order for us to get a better gauge of customer health, but we want to get to that place eventually.

It takes two to Totango

Rating: 10 out of 10
Incentivized
November 07, 2016
NR
Nate Richardson
Business Operations and Analytics Manager
xMatters, inc (Computer Software, 201-500 employees)
Vetted Review
Verified User
View profile
Systems Integrated With
Integrating with these products was a bit challenging due to the newness of the Enterprise platform and hierarchies functionality. However, Totango's team is made up of rock star customer success managers and customer success engineers that were able to assist with working through nearly every challenge we came across.

Infinite possibilities

Rating: 7 out of 10
Incentivized
October 24, 2016
Systems Integrated With
  • Salesforce
  • Internal platform
  • Survey Monkey
Salesforce is out of the box, therefore pretty easy. For our internal system usage, we hit a roadblock when we started validating the privacy of the individual information stored on Totango. We are currently anonymizing the data to make it work.

Great software! Long & complex implementation

Rating: 7 out of 10
Incentivized
September 23, 2016
Verified User
Vetted Review
Verified User
Totango
1 year of experience
Systems Integrated With
  • Promoter.io (via Zapier)
  • Internal product/database
  • Salesforce
Depends greatly on the product. Integrations that we are running through Zapier work very smoothly and were easy to set up. The native Desk integration is very limited. We have been unable to find a JIRA integration solution that allows us to tie contract value to JIRA tickets or bug instances to account health in any real way.

Wish we had Totango a year ago- great product!

Rating: 9 out of 10
Incentivized
September 23, 2016
JC
Josh Carlson
Director of Customer Success
SaaSOptics (Computer Software, 11-50 employees)
Vetted Review
Verified User
View profile
Systems Integrated With
  • Salesforce
The depth of integration: we use Salesforce to tie accounts in our app to Salesforce accounts. Initial connection was easy with the help of Totango's onboarding team. We're able to even bring custom fields at the account level into Totango. But take note that currently Totango doesn't sync User data directly with Salesforce; instead, they use a third party workaround. That workaround is functional but it's not part of the direct integration.

To Tango

Rating: 7 out of 10
Incentivized
July 01, 2016
BJ
Ben Joe
Customer Success Manager
Practo (Health, Wellness and Fitness, 1001-5000 employees)
Vetted Review
Verified User
Totango
1 year of experience
View profile
Systems Integrated With
  • Ubuntu
  • Practo
  • Excel
I believe that Totango is great for established SaaS enterprises with high volume of users, but growing SaaS startups and early-stage SaaS businesses with reasonably small user base need more agile tools to get started. For companies a transparent onboarding and sales process supported with practical customer success tools is more important than scientific customer success intelligence. And hence integrating anything was not easy.

Medicine for tension free life

Rating: 9 out of 10
Incentivized
June 10, 2016
Verified User
Vetted Review
Verified User
Totango
1 year of experience
Systems Integrated With
  • EpiCenter
It's difficult to track the activities of the customer and keep all the data in one place for all customers and have a regular check on the customer.

TOTANGO

Rating: 8 out of 10
Incentivized
June 08, 2016
Verified User
Vetted Review
Verified User
Totango
1 year of experience
Systems Integrated With
  • Scheduling software
  • Record tracking
  • Contact timeline
This was all done by a different set of people, while we manage it at a user level.

Totango Helps Fast Paced Startup Get to Next Level

Rating: 8 out of 10
Incentivized
May 09, 2016
Verified User
Vetted Review
Verified User
Totango
1 year of experience
Systems Integrated With
Salesforce integration is the main method for us currently to get usage (attributes) and organization data to Totango. Integration of accounts is a little clumsy requiring a third party intermediary (Dataloader.io is what they recommend). Zendesk integration is relatively straightforward.

Useful Totango.

Rating: 8 out of 10
Incentivized
April 21, 2016
Verified User
Vetted Review
Verified User
Systems Integrated With
  • An inhouse database program for customer tracking.
Not difficult, our direct contact at Totango was very helpful.
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