Totango is a customer success platform aimed at reducing churn, boosting expansion, and enhancing customer satisfaction for businesses. It offers insights into customer behavior and health, facilitating proactive engagement. Key features include customer segmentation, success planning, campaign management, and predictive analytics. While primarily designed for SaaS companies, Totango can be adapted to various industries.

  • 01Pros and cons from reviewers
  • 02Main features
  • 03What is Totango?
  • 04How Totango compare to similar software?
  • 05Who is Totango best for according to our reviewers?
  • 06Totango Reviews

What is Totango?

Totango is a customer success platform aimed at enhancing customer retention, conversion rates, and product adoption for businesses. It offers real-time insights into customer behavior and usage patterns, allowing companies to proactively address potential issues and improve customer experience. Features include health scores, segmentation, task management, email campaigns, and success plays. The software integrates with various CRM systems for seamless data synchronization. Totango also utilizes predictive analytics to anticipate customer needs and deliver personalized experiences. Its user-friendly interface and customizable dashboards facilitate monitoring of key performance indicators and data-driven decision making. Special promotions on Totango or similar software are available to help businesses boost their customer satisfaction and loyalty.

Pros from reviewers

  • Insight into customer health: Totango provides a comprehensive view of customer health, allowing for early detection of churn signs and efficient creation and deployment of large-scale post-sales campaigns

  • Customizable metrics and integration: Totango allows for customization of metrics and integration with platforms like BigQuery, offering flexibility and a wide range of functionalities for customer engagement

  • Open API integration: The software's open API integrates directly into other software products, enabling instant data access and integration with various tools, including marketing automation platforms

  • Cost-effective: Totango offers many functionalities and useful features like in-app NPS, success plays, and tool integration at a small fee, providing good value for money

  • Responsive support team: The support team is very responsive and helpful, assisting with the onboarding and implementation process.

Cons from reviewers

  • Clunky user interface: Some users have found Totango's user interface to be somewhat clunky, with some features hidden and buttons not intuitively placed. The timeline of interactions is hard to navigate and lacks the ability to pin information or notes

  • Difficulty in finding necessary information: Despite its open API and direct integration into software products, finding the necessary information on Totango can sometimes require a bit of searching

  • Limited campaign features: While Totango is praised for its ability to provide a comprehensive view of a customer's health and detect early signs of churn, it has been criticized for not offering more detailed campaign reporting, A/B testing, additional campaign template features, and alerts for untriggered campaigns

  • Missing functionalities: Some users have noted that Totango lacks certain functionalities, such as the ability to export some reports and dashboards

  • Frequent software updates: Some users have found the frequent software updates, which don't seem to enhance the system, to disrupt their daily workflow.

Main features

Starting Price

N/A

Free Plan

No

Task Management

Data Integration

Real-time Monitoring

Customer Segmentation

Customer Success Platform

Who is Totango best for according to our reviewers?

  • Software Product Managers: They can use Totango to evaluate the health of their software product users by identifying returning users and tracking their usage frequency and duration

  • Account Managers: They can use Totango to monitor their tasks and activities, categorize users based on their health, and track user actions, although the hierarchy system may require workarounds

  • Customer Service Teams: This group can use Totango to simplify daily customer service tasks, with the support of a responsive and helpful Totango support team

  • Marketing Teams: Totango can be used by this group to create and deploy large-scale post-sales campaigns, although it may require a third-party software like Zapier for integration with marketing automation platforms

  • Data Analysts: This group can use Totango to create customer segment reports and evaluate risk levels, although frequent software updates may disrupt their workflow.

  • Totango Reviews

    4.2

    Totango rating

    4.0

    Ease of use

    4.0

    Customer service

    4.0

    Value for money

    3.7

    Likelihood to recommend

    3.8

    Features

    20 Totango Reviews

    4.2 (20 reviews)
    Leave a review
    • Marilyn Rodriguez

      Responsive and Helpful: Totango's Exceptional Support Team

      The support team at Totango is responsive and helpful, always ready to assist whenever we encounter any challenges.

      August 18, 2024

    • Corbin S

      Effective Customer Success Campaigns: Driving Product Adoption

      I've found the customer success campaigns feature to be very effective in engaging customers and driving product adoption

      August 13, 2024

    • Christina Smith

      Totango: A Mixed Bag of Pros and Cons

      I've been using Totango for several years and I'm not particularly impressed. We use it to monitor our account managers, but it's often frustrating. I do appreciate its ability to categorize users based on their health, its quick automation and user action tracking, and the customer hierarchy it allows, though I wish it was more extensive. However, I'm not happy that they can only have two levels of hierarchy without extensive workarounds. I also dislike that many fields can't be rolled down for some reason. Their focus on slack integration instead of addressing basic feature requests is problematic. My experience with their support hasn't been the best either.

      August 6, 2024

    • Ursa D

      Totango's Segmentation: A Game-Changer for Customer Strategy

      Totango's segmentation capabilities have been a game-changer for our team, allowing us to effectively categorize our customers and tailor our strategies accordingly

      July 28, 2024

    • Jason

      Excellent Resource for Gaining Customer Journey Insights

      Totango offered us multiple integrated data points to understand the effect of our interactions on our new and existing customers. The platform was easy to set up and initial use was very smooth. The ready-to-use functionality is great, but it needs close collaboration with their tech and onboarding team for integrations and customizations of data views and communication inputs.

      July 22, 2024

    • Philip J

      Excellent for Comprehensive Customer Health Overview

      Totango offers a comprehensive view of my portfolio health and is user-friendly. It gives a good general understanding of my overall customer health at a glance. However, it's not always accurate and its integrations require many adjustments to work properly. I also need a subscription to a third-party tool like Zapier.

      July 15, 2024

    • Willie Williams

      Robust and Customizable Reporting: Driving Customer Success Strategy

      The reporting feature is robust and customizable, providing us with insightful data that drives our customer success strategy

      July 8, 2024

    • Grace Jones

      Efficient, Yet Complex: A Totango Experience

      Totango has helped me in creating interesting customer segment reports and evaluating their risk levels automatically. However, the frequent software updates, which don't seem to enhance the system, disrupt my daily workflow. It's also difficult to view the conversation timeline as it requires too many clicks.

      June 30, 2024

    • Alice Davis

      Real-Time Updates: Empowering Timely Decisions with Totango

      I appreciate the real-time updates provided by Totango - it keeps me informed about customer activities and helps me make timely decisions

      June 23, 2024

    • Peter Davis

      User-Friendly - Streamlines Everyday Tasks

      I'm very pleased with Totango. It's user-friendly and helps me monitor my tasks and activities daily. Sometimes it loads slowly, but this problem is quickly fixed.

      June 17, 2024

    • Ralph

      Enhanced Workflow Efficiency with Task Management

      The task management feature has significantly improved our workflow, enabling us to prioritize tasks and ensure nothing slips through the cracks

      June 8, 2024

    • Irene

      Seamless Integration of Totango Enhances Personalized Customer Experiences

      The integration of Totango with our CRM system was seamless, enhancing our ability to provide personalized customer experiences

      June 2, 2024

    • Jordan A

      Using Health Scores to Predict Customer Churn

      I've found the health scores provided by Totango to be an invaluable tool in predicting customer churn and proactively addressing issues

      May 26, 2024

    • Matthew Brown

      Among the Least Impressive

      My overall experience with Totango was unsatisfactory, especially given its price. The software is mediocre and not user-friendly. Every other competitor I've tried outperforms it. However, it does provide most of the required features. The customer service is not intuitive and the analytics are just average.

      May 19, 2024

    • Amanda Johnson

      Scaling Digital Engagement with Totango

      I value Totango for its ability to provide a comprehensive view of a customer's health, detect early signs of churn, and efficiently create and deploy large-scale post-sales campaigns. However, I wish it offered more detailed campaign reporting, A/B testing, additional campaign template features, and alerts for untriggered campaigns, especially when mass emailing.

      May 14, 2024

    • Douglas Martinez

      Efficient Customer Success Management with Intuitive Navigation and Data Analytics

      it's intuitive and easy to navigate, making my customer success management tasks much more efficient. The data analytics feature has been particularly useful in tracking customer engagement and identifying trends

      May 7, 2024

    • Paul Johnson

      Affordable and Effective CS Platform: Totango

      I've been implementing Totango for a while now. My team and I have many customized metrics and needed integration with BigQuery. We've only recently started using it, and I've noticed many positive aspects and useful features, though some are unfortunately missing. However, so far, it's been good value for money. The biggest advantage is certainly the cost. For a small fee, we get many functionalities and useful features like in-app NPS, success plays, and the ability to integrate with many tools. I think it's a great platform to start with to simplify daily customer service tasks. Their support team is also very responsive and helpful. I've had no issues so far and they've been very helpful with the onboarding and implementation process. However, I've noticed that some functionalities are missing. I'm not sure if other platforms have these, but for instance, it's not possible to export some reports/dash.

      April 30, 2024

    • Joseph J

      Totango: A User-Friendly CRM Solution

      I've been using Totango for a few months now and I'm thoroughly impressed with its user-friendly interface

      April 21, 2024

    • Kenneth C

      Somewhat Cumbersome User Experience

      The integration process with Totango was long and required many workarounds, taking almost a year to complete. I'm still not fully convinced by the tool and find it difficult to use daily for logging each touchpoint. However, Totango does offer flexibility when integrating with existing solutions like Hubspot, allowing for two-way customer data transfer. It also allows me to set up custom health scores and alerts, and offers a wide range of functionalities for customer engagement. On the downside, the user interface is somewhat clunky, with some features hidden and buttons not intuitively placed. The timeline of interactions is hard to navigate and lacks the ability to pin information or notes like in Hubspot. The "touchpoint" feature is tricky, as a single mis-click can result in an internal note being sent to tagged individuals. Also, I can't save a touchpoint card if I've opened a task within it and haven't saved the task first. The hierarchy between Company and Product is also not intuitive.

      April 14, 2024

    • Rowan G

      Exploring Totango: A Comprehensive Tool for Customer Relationship Management

      Absolutely! Here's my take: I've been using Totango for a while now and I must say, it's been quite an experience! The software is incredibly comprehensive, offering a wide range of features that are designed to help manage customer relationships. It's like having a personal assistant that keeps track of all my customer interactions, ensuring I never miss a beat. The interface is quite unique, it's not your typical CRM software. It's a bit different, but in a good way! It's like a breath of fresh air, breaking away from the norm and offering a new perspective on how to manage customer relationships. It took me a little time to get used to it, but once I did, I found it to be quite intuitive and user-friendly. One of the things I appreciate most about Totango is its ability to provide detailed insights into customer behavior. It's like having a crystal ball that allows me to predict and understand my customers' needs, enabling me to provide them with the best possible service. The customer support team at Totango is also worth mentioning. They're always ready to help and provide solutions to any issues that may arise. They're like a safety net, always there to catch me if I fall. Overall, I've found Totango to be a valuable tool in my arsenal. It's not perfect, but it's constantly evolving and improving, which is more than I can say for other software I've used in the past. I'm excited to see what the future holds for Totango!

      April 13, 2024