Totango Features
What are the features of Totango?
Customer Information
- Customer Health Scores
- Customer Monitoring
- Customer Profiles
- Customer Segments
- Product Engagement
Predictions
- Custom Triggers
Platform
- Reporting & Dashboards
- API & Integrations
- Data Import & Export Tools
- Workflow Capability
- Notifications
- Customization
- Scalability
- Performance & Reliability
- User, Role, and Access Management
Top Rated Totango Alternatives
Totango Categories on G2
Filter for Features
Customer Information
Customer Health Scores | Based on 657 Totango reviews and verified by the G2 Product R&D team. Provides users a customer-specific score to determine the overall satisfaction of each customer. | 82% (Based on 657 reviews) | |
Customer Monitoring | Based on 638 Totango reviews and verified by the G2 Product R&D team. Monitor customer actions overall as well as their interactions with different teams within the company, such as the support team | 85% (Based on 638 reviews) | |
Customer Profiles | Based on 632 Totango reviews and verified by the G2 Product R&D team. Gain a holistic view of your customers. Create customer profiles based on data pulled in from multiple sources including CRMs, service desks, marketing tools, and financial systems such as accounting and payroll software. | 84% (Based on 632 reviews) | |
Playbooks | Based on 528 Totango reviews and verified by the G2 Product R&D team. Create and structure key customer success processes into a "playbook" to create unified team best practices for handling customers. | 78% (Based on 528 reviews) | |
Customer Segments | Based on 647 Totango reviews and verified by the G2 Product R&D team. Separate customers into similar segments based on criteria such as subscription models, support needs, or usage behaviors to allow for more personalized and specific attention. | 86% (Based on 647 reviews) | |
Product Engagement | Based on 585 Totango reviews and verified by the G2 Product R&D team. Identify which customers are getting the most out of your products or services and highlight those who have not yet fully adopted or may need further training. | 80% (Based on 585 reviews) | |
Surveys | Based on 458 Totango reviews and verified by the G2 Product R&D team. Allows users to create and send out surveys to customers to determine net promoter scores and other key satisfaction information. | 74% (Based on 458 reviews) |
Predictions
Churn Risk | Based on 556 Totango reviews and verified by the G2 Product R&D team. Calculates the risk that your customers will not renew or continue using your product or service. | 79% (Based on 556 reviews) | |
Upsell Opportunities | Based on 522 Totango reviews and verified by the G2 Product R&D team. Discovers and highlights factors that lead to upsell opportunities. | 72% (Based on 522 reviews) | |
Custom Triggers | Based on 565 Totango reviews and verified by the G2 Product R&D team. Allows users to set custom triggers to signal actions that will lead a customer to act in a particular way. | 80% (Based on 565 reviews) | |
Machine Learning | Based on 388 Totango reviews and verified by the G2 Product R&D team. Ability for the platform to learn and improve predictions based on previous customer behavior and a growing database of customer information. | 66% (Based on 388 reviews) |
Platform
Reporting & Dashboards | Based on 641 Totango reviews and verified by the G2 Product R&D team. Access pre-built and custom reports and dashboards for viewing | 80% (Based on 641 reviews) | |
API & Integrations | Based on 578 Totango reviews and verified by the G2 Product R&D team. The number of sources from which the platform can pull customer data and how well those integrations are supported. | 77% (Based on 578 reviews) | |
Data Import & Export Tools | Based on 582 Totango reviews and verified by the G2 Product R&D team. Ability to input, modify, and extract data from the application in bulk through a structured file. | 79% (Based on 582 reviews) | |
Workflow Capability | Based on 591 Totango reviews and verified by the G2 Product R&D team. Automates everday customer success functions for more efficient and effective day-to-day processes. | 81% (Based on 591 reviews) | |
Notifications | Based on 615 Totango reviews and verified by the G2 Product R&D team. Set alerts for customer actions in order to respond quickly and proactively. | 79% (Based on 615 reviews) | |
Customization | Based on 606 Totango reviews and verified by the G2 Product R&D team. Allows administrators to accommodate their unique process. Includes ability to create custom objects, fields, rules, calculations, and views. | 80% (Based on 606 reviews) | |
Scalability | Based on 600 Totango reviews and verified by the G2 Product R&D team. Ability for the platform to grow with the user's company and support an increasing number of customers and users within the platform. | 84% (Based on 600 reviews) | |
Data Security | Based on 522 Totango reviews and verified by the G2 Product R&D team. The measures taken to ensure that the customer data being held within the platform is being hosted in a safe environment and is not prone to risks. | 85% (Based on 522 reviews) | |
Performance & Reliability | Based on 631 Totango reviews and verified by the G2 Product R&D team. Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond. | 82% (Based on 631 reviews) | |
User, Role, and Access Management | Based on 601 Totango reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. | 84% (Based on 601 reviews) |
User Analysis
Survey Implementation | As reported in 39 Totango reviews. Allows you to deploy NPS surveys to users. | 73% (Based on 39 reviews) | |
Data Analysis | Analyzes user survey responses and information in the application. 44 reviewers of Totango have provided feedback on this feature. | 72% (Based on 44 reviews) |
User Support
User Segmentation | Organizes users into predefined groups and provides different responses based on group. This feature was mentioned in 43 Totango reviews. | 80% (Based on 43 reviews) | |
Multi-Language Support | Supports multiple languages. 28 reviewers of Totango have provided feedback on this feature. | 67% (Based on 28 reviews) |
Walkthrough Type
Text Bubble Walkthroughs | Supports text bubble walkthroughs. This feature was mentioned in 31 Totango reviews. | 70% (Based on 31 reviews) |
Data Sourcing
Data Enrichment | Based on 140 Totango reviews and verified by the G2 Product R&D team. Uses external data sources to improve customer profiles. | 82% (Based on 140 reviews) | |
Expandability | Based on 139 Totango reviews and verified by the G2 Product R&D team. Can be updated to accept new sources and types of data. | 82% (Based on 139 reviews) | |
Content Marketing | Can act as a content marketing platform. This feature was mentioned in 72 Totango reviews. | 74% (Based on 72 reviews) | |
Multiple Devices | Can engage with customers across any device with a consistent message. This feature was mentioned in 73 Totango reviews. | 79% (Based on 73 reviews) |
Intelligence
Predictive Modeling | Based on 119 Totango reviews and verified by the G2 Product R&D team. Predicts outcomes based on statistical models; can give insight to "what-if" scenarios. | 73% (Based on 119 reviews) | |
Opportunity Identification | Highlights cross-sell, upsell, and white space opportunities This feature was mentioned in 51 Totango reviews. | 78% (Based on 51 reviews) | |
Zero-touch Renewals | As reported in 45 Totango reviews. Can fully automate the deal renewal process | 74% (Based on 45 reviews) | |
Smart Content | Suggests content appropriate to stage and tone of the deal 42 reviewers of Totango have provided feedback on this feature. | 74% (Based on 42 reviews) |
Sales Team
Flexible Sales Process | As reported in 47 Totango reviews. Can operate under at least two distinct sales methodologies | 77% (Based on 47 reviews) | |
Playbooks | Based on 53 Totango reviews. Creates and stores multiple playbooks for sales | 78% (Based on 53 reviews) |
Platform Basics
Templates | Based on 105 Totango reviews. Provide templates for customer journey mapping to jumpstart the process. | 82% (Based on 105 reviews) | |
Exporting | As reported in 109 Totango reviews. Ability to export customer journey maps in a variety of formats to present and analyze. | 79% (Based on 109 reviews) | |
Multi-user Access and Collaboration | Allow team members to invite others to collaborate on journey maps and make direct changes. This feature was mentioned in 101 Totango reviews. | 83% (Based on 101 reviews) | |
Data Analytics | Based on 92 Totango reviews. Ability to integrate with cross-channel, real-time data analytics to power customer journey map creation. | 77% (Based on 92 reviews) | |
Dynamic Segmentation | Based on 192 Totango reviews and verified by the G2 Product R&D team. Provides users the ability to dynamically segment their users based on varying criteria (i.e. email opens, product features, etc.). | 85% (Based on 192 reviews) | |
Journey Optimization | Based on 192 Totango reviews and verified by the G2 Product R&D team. Automates the testing and optimization of customer-facing messaging and campaigns. | 83% (Based on 192 reviews) |
Platform Data
Journey Reporting | Based on 188 Totango reviews and verified by the G2 Product R&D team. Ability to uncover and visualize how users move through your website, marketing campaigns, and product(s). | 81% (Based on 188 reviews) | |
Trends Reporting | Based on 189 Totango reviews and verified by the G2 Product R&D team. Ability to measure product usage by feature, campaign performance by source, and other trending metrics. | 79% (Based on 189 reviews) | |
Dashboards | Based on 209 Totango reviews and verified by the G2 Product R&D team. Provides dashboards to combine and visualize quantitative and qualitive customer journey data. | 84% (Based on 209 reviews) | |
Advanced Data Filtering | Based on 194 Totango reviews and verified by the G2 Product R&D team. Provides advanced data filtering capabilities to help users drill down, sort, filter, aggregate, and group customer journey data. | 82% (Based on 194 reviews) |
Platform Additional Functionality
Journey Mapping | Based on 185 Totango reviews and verified by the G2 Product R&D team. Ability to create visualizations or maps of past, current, or future customer journeys based on behavioral data. | 83% (Based on 185 reviews) | |
Integrations | Based on 195 Totango reviews and verified by the G2 Product R&D team. Integrates with additional marketing analytics and other marketing, sales, and e-commerce-related software to provide one source of truth for customer journey analytics. | 79% (Based on 195 reviews) | |
Automated Alerts | Provides the ability to setup automated alerts to drive targeted actions and customer experience improvements. This feature was mentioned in 166 Totango reviews. | 82% (Based on 166 reviews) |
Analytics
Net Promoter Score (NPS) | Calculates net promoter score (NPS) using customer feedback data. 84 reviewers of Totango have provided feedback on this feature. | 82% (Based on 84 reviews) | |
Customer Satisfaction (CSAT) Score | Calculates customer satisfaction (CSAT) score using customer feedback data. 78 reviewers of Totango have provided feedback on this feature. | 82% (Based on 78 reviews) |
Customization
Stakeholder Management | As reported in 74 Totango reviews. Provides insight concerning engagement with various stakeholders in regards to customer feedback and experience. | 81% (Based on 74 reviews) | |
Multiple Branding Support | Allows users to deploy surveys and intake feedback data for multiple brands. 62 reviewers of Totango have provided feedback on this feature. | 76% (Based on 62 reviews) |
Onboarding Setup
Workflows | As reported in 189 Totango reviews. Provide customizable workflows for onboarding activities and tasks. | 83% (Based on 189 reviews) | |
Templates | Include templates for onboarding project plans and documents. This feature was mentioned in 181 Totango reviews. | 80% (Based on 181 reviews) | |
Checklists | Based on 171 Totango reviews. Generate checklists to monitor the prograss of onboarding projects. | 81% (Based on 171 reviews) |
Project Tracking
Monitoring | As reported in 170 Totango reviews. Track tasks, project, and dependencies using timeline views or GANTT charts. | 83% (Based on 170 reviews) | |
Content | Manage onboarding documents, training materials, and other content. This feature was mentioned in 166 Totango reviews. | 80% (Based on 166 reviews) | |
Tasks | As reported in 179 Totango reviews. Assign and track onboarding tasks to internal and external stakeholders. | 84% (Based on 179 reviews) | |
Optimization | Identify trends and analysis that can be used to optimize onboarding. This feature was mentioned in 164 Totango reviews. | 81% (Based on 164 reviews) |
Customer Engagement
Portal | Provider a portal for customers and external users to collaborate and share documents. 157 reviewers of Totango have provided feedback on this feature. | 80% (Based on 157 reviews) | |
Engagement | Include features to keep customers engaged such as internal communications. 174 reviewers of Totango have provided feedback on this feature. | 82% (Based on 174 reviews) | |
Branding | As reported in 169 Totango reviews. Create white-label portals by customer, product, or project. | 79% (Based on 169 reviews) | |
Visibility | Provide multiple levels of visibility accrosss all onboarding stages. This feature was mentioned in 168 Totango reviews. | 85% (Based on 168 reviews) |
Generative AI
AI Text Generation | Allows users to generate text based on a text prompt. 37 reviewers of Totango have provided feedback on this feature. | 66% (Based on 37 reviews) | |
AI Text Summarization | Condenses long documents or text into a brief summary. This feature was mentioned in 38 Totango reviews. | 64% (Based on 38 reviews) |
