Best CS CRM
Updated November 24, 2021

Best CS CRM

Jordan Silverman | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Totango

We use Totango as our CRM. It is one of the most important applications in our company. All 11 people on our customer success team use it on a daily basis to track customers and maintain tasks.

In addition we use Totango for usage, campaigns, segmenting our clients, and more!

Pros

  • Task management
  • Client segmentation
  • CRM roles

Cons

  • Customer service
  • Framing usage data
  • Tracking time
  • Helps us frame data so we can make decisions.
  • Increased our customer lifetime.
  • Decreased revenue churn.
Totango is awesome as an application. The main thing we currently are missing is the ability to track time our CSMs are spending on tasks and with clients.

The account management could be better also. But overall it is the best CRM I have used.

Totango Feature Ratings

8.0
Product usage
8
Help desk / support tickets
Not Rated
8.4
Customer profiles
7
Automated workflow
8
Internal collaboration
8
Customer health scoring
10
Customer segmentation
9
7.3
Customer health trends
8
Engagement analytics
7
Revenue forecasting
Not Rated
Dashboards
7
6.0
Role-based user permissions
6
6.0
API
6
Integration with Salesforce.com
Not Rated

Comments

  • Lorena Fikes | TrustRadius Reviewer
    Lorena Fikes
    (Vendor Representative) commented 3 years ago
    Thanks for the awesome review! We are excited that you are getting value. We work hard to meet expectations like yours, and we're happy to hear we are doing just that for you. Best, Lorena

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