Totango: A Product I Couldn't Live Without
August 17, 2021

Totango: A Product I Couldn't Live Without

Hannah Strickland | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Totango

We currently use Totango for managing implementation projects, accounts in onboarding, as well as track product engagement/usage levels, promote underutilized features, host upsell campaigns, and monitor account health for accounts in early adoption or established accounts. It's heavily used by our onboarding, account management, and upsell/renewal teams at iiQ to track more detailed reports on account health and provide visibility and insight of this data across multiple teams. It's also extremely helpful for building financial reports or reporting on KPIs with upper management.
  • Monitoring account health
  • Reporting on onboarding projects
  • Increasing customer engagement and adoption
  • More integration with Gmail and Google Calendar
  • More personalized UI/UX (too much irrelevant info)
  • Better UI for account timeline and history
Totango has helped us immensely with reporting on onboarding status, health, and engagement metrics to identify and address potential risks in newly adopted accounts. It's helped us improve our onboarding experience based on feedback captured from our post-implementation survey. It makes reporting to my boss and upper management so much easier and promotes more meaningful and insightful discussions during meetings and check-ins with leadership - instead of "How's customer X doing?" or "What's the status of this project?" It's "What can we do to improve this? Why is their engagement so low?"
  • Better customer retention
  • Better insights on account health and churn to improve existing processes/CX
  • Better recording and tracking of overall customer engagement
This app is very secure.
We've benefited not only from being able to capture all account insights in one place but allowing multiple team members to have access to that information across all accounts is extremely powerful. It's made it possible for us to capture customer communications, internal comments on account health, live product usage, and adoption metrics, as well as support contact in one place and effectively report on all of these across our entire portfolio.
Easier UI, better reporting capabilities, better integration capabilities.

Do you think Totango delivers good value for the price?


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Did Totango live up to sales and marketing promises?


Did implementation of Totango go as expected?


Would you buy Totango again?


Totango is well suited for monitoring account health and engagement and tracking implementation projects, but it could use improvement in account expansion and upsell insight reporting capabilities.

Totango Feature Ratings

Product usage
NPS surveys
Customer profiles
Automated workflow
Internal collaboration
Customer health scoring
Customer segmentation
Customer health trends
Engagement analytics
Revenue forecasting
Role-based user permissions
Integration with