# Totango Reviews **Vendor:** Totango **Category:** [Customer Success Software](https://www.g2.com/categories/customer-success) **Average Rating:** 4.3/5.0 **Total Reviews:** 1,150 ## About Totango Totango is a Customer Growth platform for driving customer value and revenue at scale, combining scalable customer management, predictive revenue intelligence, and a strategic, value-based post-sales methodology to transform how companies prove customer ROI, drive retention, and earn expansion. The Customer Growth Platform includes Totango Customer Success and Unison Customer Intelligence. Each of these solutions plays a distinct role in the Customer-Led Growth through value realization methodology. Totango Customer Success focuses on tracking customer health and engagement, enabling teams to proactively address potential issues and foster long-term relationships. Unison Customer Intelligence aggregates data from multiple sources, offering insights that help organizations understand customer behavior and preferences. Totango's target audience and target buyers include mid-sized to large enterprises across various industries that prioritize customer retention, renewals, and expansion and that generally rely on subscription-based models, where maintaining customer loyalty is critical to their revenue growth. Key features of Totango include customizable dashboards, real-time analytics, and automated workflows. These tools enable users to visualize customer data effectively, monitor key performance indicators, and automate routine tasks, thereby enhancing efficiency. The platform also supports collaboration among teams, allowing for seamless communication and alignment on customer goals. By providing actionable insights, Totango empowers organizations to refine their revenue strategies and make informed decisions that drive growth. Overall, Totango stands out as a leader in the Customer Success category by offering a holistic approach to managing customer relationships. Its integration of various tools and functionalities allows enterprises to gain a deeper understanding of their customers, ultimately leading to improved satisfaction and loyalty. By investing in Totango, organizations can position themselves for long-term success in an increasingly competitive landscape. ## Totango Pros & Cons **What users like:** - Users find Totango **easy to use and set up** , enhancing their ability to track accounts and customer metrics. (202 reviews) - Users appreciate the **excellent customer support** from Totango that enhances their account management efficiency and convenience. (98 reviews) - Users appreciate the **helpful functionalities** of Totango, enhancing workflow efficiency and improving customer adoption efforts. (98 reviews) - Users appreciate the **customization options** in Totango, enhancing tracking and improving customer adoption through tailored campaigns. (97 reviews) - Users appreciate the **efficiency** of Totango, seamlessly integrating customer insights and streamlining workflows for exceptional results. (94 reviews) - Users find Totango's **intuitive interface** essential for efficient account management and streamlined workflows, enhancing productivity daily. (83 reviews) - Automation (79 reviews) - User Interface (78 reviews) - Integrations (75 reviews) - Health Monitoring (71 reviews) **What users dislike:** - Users find the **learning curve steep** due to excessive data and lack of clear educational resources. (83 reviews) - Users note **integration issues** with Totango, citing manual processes and slow performance with larger integrations as concerns. (65 reviews) - Users find Totango lacking in **essential features** , making it difficult to manage complex business models and customer interactions. (57 reviews) - Users find **limited customization** in Totango, often needing support for complex setups and tailored reporting. (49 reviews) - Users face a **steep learning curve** with Totango, requiring time and effort to fully utilize its features. (49 reviews) - Users find Totango has **significant limitations** such as poor email logging, character restrictions, and inadequate support. (43 reviews) - Complexity (38 reviews) - Slow Performance (37 reviews) - Difficult Reporting (35 reviews) - Not Intuitive (35 reviews) ## Totango Reviews ### 1. Comprehensive CS CRM with a good eye toward innovation **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** May 15, 2025 **What do you like best about Totango?** I appreciate the ability to have an overview of my accounts with the right level of detail to know where I need to focus further to drive daily impact with my account teams. **What do you dislike about Totango?** Some of the integrations leave something to be desired. At times we have gaps in the notes and contents due to some limits in the way emails and calls can be fully integrated in to the touchpoint workflow. **What problems is Totango solving and how is that benefiting you?** Totango saves me time in pinpointing where we are lagging in KPIs and inputs that drive client health. This allows me to maximize my efforts when interjecting on risk accounts in a proactive way, allowing us to mitigate client churn. ### 2. A Powerful Tool for Customer Success **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** February 24, 2025 **What do you like best about Totango?** Totango makes it incredibly easy to navigate and find relevant client and account information in just a few clicks. The intuitive interface allows for seamless access to key data, making it simple to stay informed about account health. I also appreciate the flexibility in filtering and segmenting data, which makes it easy to slice and dice information based on specific criteria. Additionally, the automated risk signals are a valuable feature, providing proactive insights that help prioritize accounts and address potential issues before they escalate. Overall, Totango streamlines account management and enhances efficiency. **What do you dislike about Totango?** I wouldn’t necessarily call it a dislike, but the account environment setup is primarily managed by Admins, which means workflows and processes have limited customization at the user level. While this ensures consistency across teams, it can sometimes limit flexibility in tailoring views or workflows to individual preferences, depending on how the system is configured. That said, the structured setup helps maintain alignment across the organization. **What problems is Totango solving and how is that benefiting you?** Totango helps address the challenge of managing multiple client accounts by providing clear visibility into account health, engagement trends, and potential risks. By centralizing key data, it eliminates the need for manual tracking and ensures that important insights are easily accessible. Totango makes it easy to identify at-risk accounts or those needing more attention through automated risk signals and clear account health indicators, allowing for proactive engagement before issues escalate. ### 3. Great at managing our customer lifecycle, from low-touch to high-touch customers. **Rating:** 4.0/5.0 stars **Reviewed by:** Nate H. | Customer Success Rep, Small-Business (50 or fewer emp.) **Reviewed Date:** December 09, 2024 **What do you like best about Totango?** It's one of the few systems that integrates completely with our different systems (CRM, Database, email). So I can get all the important information about a customer easily, without having to reference the other systems. Added bonus for me is the in-app tools they've created. **What do you dislike about Totango?** The in-app stuff is good, and the team is good to work with. However, it does still feel buggy. Like the integration after they purchased Lou Assist isn't fully done. Sometimes I will try to load an in-app experience within Totango and it takes 2-3 minutes to load it. **What problems is Totango solving and how is that benefiting you?** We need a way to track our client onboarding, which it does really well. But then we also got it because it helps us get all the details about the customer in one spot. We pulled in usage data from our app, and we're able to create simple dashboards to highlight key parts of our customer's experience. The final reason we went with Totango is their in-app tools make it so if we see something wrong with a customer, we can target fixing it in different ways (email, call, or an in-app tutorial), all from here. ### 4. Great Platform for CS Teams **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in E-Learning | Enterprise (> 1000 emp.) **Reviewed Date:** February 20, 2025 **What do you like best about Totango?** The platform is super easy to understand and I use it daily. We have specific training with our team to implement usage of the platform. Even if you're not tech-savvy, the layout is clear, and it doesn’t take long to get the hang of it. I like how Totango helps me keep track of client health scores. It makes it easy to spot any red flags early on and address them before they become bigger issues. The automation is a real time saver. It saves me in my team a lot of time from sending out mass communications to clients that can be done easily with tango. That probably would've taken me hours on my own. I love that Totango integrates well with other tools we use, like Salesforce and our internal platform. It just makes everything come together smoothly without needing to jump between multiple platforms. I love having everything in one place **What do you dislike about Totango?** One issue I've run into is that sometimes other people's touchpoints end up showing on my account, and I’m not sure why that happens. It can be a bit confusing when trying to track all the interactions in one place, especially when it’s unclear who made the note or why it’s attached to my account. **What problems is Totango solving and how is that benefiting you?** Totango is really helping me stay on top of client health and engagement. Before using it, it was tough to keep track of everything manually, especially with so many clients. Now, I can quickly see which clients need attention and which are doing well, which makes my job way more efficient. ### 5. Great tool to keep you on track with your account base **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Internet | Mid-Market (51-1000 emp.) **Reviewed Date:** October 23, 2017 **What do you like best about Totango?** It's super handy for keeping you organized, especially when handling a large number of accounts. I love that I can create tasks for myself, and plan out my touchpoints to make sure no accounts are slipping through the cracks. It also reduces some of the manual burden of planning around renewals etc. We've recently also made use of the campaigns feature to send some automated touchpoints with accounts so there's an added layer of support for me as a CSM. **What do you dislike about Totango?** I like that I can BCC touchpoints in my emails to automatically log the touchpoint, however there's no way to differentiate the tag that is applied so I often have to manually go back and change the tag for reporting and categorization purposes. Not a huge deal breaker, but it became a bit more crucial to do so as a result of the automated campaigns we've been looking to send (so we can exclude certain accounts or users based on communications they've already received). Sometimes the UI can also run a bit slow. **What problems is Totango solving and how is that benefiting you?** Account management and coverage overview gives me a great way to keep an eye on my accounts, see which ones I need to spend more time on, and help me maintain relationships with my clients. This is especially helpful when I'm managing a large number of accounts in my book of business, as it would be incredibly difficult to handle all touchpoint planning manually. Totango helps me make sure I don't have any clients slip through the cracks, and also be more proactive in reaching out to maintain my relationships. It also gives us visibility into usage from our client base which is key to CS work. I also like that I have custom dashboards to break out my account base and give me a better idea of overall portfolio health. ### 6. An upgrade towards success **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** February 18, 2025 **What do you like best about Totango?** I love that the data loads quickly which is key when trying to get access to information quickly during meetings and for reporting. It has an intuitive setup process with integrations available where my zoom meetings recordings are automatically logged and transcribed, allowing me to easily revisit key meeting highlights and action plans. I have Totango opened as one of the staple browser tabs whenever I start my day, it helps me strategise and make data-driven decisions when planning my key action items for the day and week. Whenever I face any difficulties, I know exactly who to go to for help and the response time from the Totango support team is also very short. **What do you dislike about Totango?** It will be great if I can minimise a touchpoint like a tab or email and get back to it easily without having to go back to the account page. Having it minimised acts like a reminder. **What problems is Totango solving and how is that benefiting you?** It gives us visibility to the client experience and quantifies user experience to help us come up with data-driven action items that contributes to client success. It allows us to prioritize where we should we be investing our time and effort that will make an impact to our business. ### 7. Productive and Clean Customer Success software **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** February 19, 2025 **What do you like best about Totango?** I really appreciate Totango’s ability to view, organize, and sort different data points efficiently. The platform makes it easy to segment and analyze customer data, helping to track engagement, health scores, and key metrics in a clear, actionable way. The customizable views and filters allow for seamless organization, making it simple to focus on the most relevant insights. Overall, Totango provides a powerful way to manage customer relationships with data-driven clarity and efficiency **What do you dislike about Totango?** One thing I find frustrating about Totango is that folders get saved to Segments rather than automatically appearing in the 'My Folder' tab. Improving this functionality would make the organization even more seamless. **What problems is Totango solving and how is that benefiting you?** Gives me the ability to view, organize, and measure a client's health, account optimization, onboarding, and overall journey in one place. Further allowing me to quickly manipulate the data to present lists or views that are beneficial to the task at hand. ### 8. Easy resource to navigate **Rating:** 3.5/5.0 stars **Reviewed by:** Ryann W. | Senior Account manager, Enterprise (> 1000 emp.) **Reviewed Date:** May 16, 2025 **What do you like best about Totango?** most helpful with navigating across portfolio of clients and being able to group by products and other key metrics **What do you dislike about Totango?** not the nicest looking interface for scrolling through account history and meeting notes **What problems is Totango solving and how is that benefiting you?** Helping to identify problem metrics to address with clients in a timely manner and also speed up communications. Problem is also easy to find and read usage stats. Benefitting because easy to search for notes. ### 9. Effective CX Platform for CS teams **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Enterprise (> 1000 emp.) **Reviewed Date:** February 20, 2025 **What do you like best about Totango?** Totango has been very helpful for us to monitor our client engagement and health scores. It's very easy to use and filter to identify clients using certain products or surface opportunities for our client growth team. **What do you dislike about Totango?** Initial setup and implementation took some time to get configured as we switched vendors. It would be great to have a real time notification system for our teams to action items compared to the daily summary we have now. Reporting and analytics could be improved as well. **What problems is Totango solving and how is that benefiting you?** Totango helps our client success teams understand their portfolio to ensure we are taking the right motions to enhance customer experience. The health scores are very helpful for our team to understand where this is risk vs growth opportunities. The playbooks are great for onboarding new hires so they have direction on what steps to take based on the client information Totango provides. ### 10. Game changer for our CS Team **Rating:** 4.5/5.0 stars **Reviewed by:** Maddy R. | Director of Customer Success , Information Technology and Services, Mid-Market (51-1000 emp.) **Reviewed Date:** August 14, 2023 **What do you like best about Totango?** I've really appreciated the flexibility in configuration to allow for the most optimal use of the Totango system. We've never had a place to aggregate all of our client data so this has been a game changer for the way our team grows and scales. The system provides visibility into all stages of the client lifecycle and gives clarity into the daily activity of your team members. **What do you dislike about Totango?** Not necessarily a "dislike" as it was also a positive note I mentioned but the time required to configure our Totango instance for it to be most useful took months and many iterations. My biggest suggestion is to make sure that you have buy-in from your technical or data team to ensure a smooth implementation. Knowing what you need the Totango system to do for your CS team ahead of time will ensure a speedier implementation (I would assume). I have more recently (since their merger Catalyst) that their timely support has significantly dropped. We used to have a Dedicated CSM and an easy way to submit issues/feedback and a more recent situation where our data files have been failing for two weeks straight, it's been like pulling teeth to get any response from their support team... This was never an issue before, and a little disheartening that it's happening as of late. **What problems is Totango solving and how is that benefiting you?** Totango is providing our team solutions around: data consolidation and visibility, segmentation of our clients based on key values, renewal revenue, customer health scores and much much more. ### 11. Flexible and powerful platform for Customer Success **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** August 06, 2021 **What do you like best about Totango?** I like the Customer 360 as it allows creating metrics and seeing what's driving customer health. Its easy to use and doesn't require heavy training. Allows for automated workflows. Intergrates with Salesforce and Outlook! **What do you dislike about Totango?** Not much at this stage, as I just started using this recently. **What problems is Totango solving and how is that benefiting you?** Able to manage your own customer level tasks and able to make follow ups. **Official Response from Lorena Fikes:** > Thank you for the great review and for taking the time to share your feedback. We really appreciate hearing about your experience. Best, Lorena ### 12. One place to manager all your accounts. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in E-Learning | Enterprise (> 1000 emp.) **Reviewed Date:** June 25, 2025 **What do you like best about Totango?** I like the global search, it's easy to individuate any user, account, opportunity. The account health flexibility is also very powerful. Filters are greate to create your own reports. In general one place to overview and manage all your accounts. **What do you dislike about Totango?** Weak AI capabilities: The AI Account Summary is only generated upon request, and I would love to see it happening automatically and proactively suggesting follow ups. The addon to BCC is good, but I would appreciate another type of global integration. **What problems is Totango solving and how is that benefiting you?** Facilitating Accounts Overview ### 13. Good, easy to use and filter when managing a CS portfolio, however can be a bit slow sometimes. **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** February 21, 2025 **What do you like best about Totango?** I think the segmenting and dashboards totango automates for you can be structured very easily. It has been a good edition to our techstack on CS and was easy to pick up and start using as soon as it was activated. **What do you dislike about Totango?** The only real downsides I have found with totango is that it can be very slow to refresh and load data. Sometimes as well when you save filter sets and click into certain tabs, your filter sets will be wiped so you have to rebuild them which can be annoying and time consuming. **What problems is Totango solving and how is that benefiting you?** Totango helps us stay on top of client usage and activity which makes it very easy to monitor and reach out to clients who might need a bit more nurturing and attention whilst also staying on top of all communications across different team members working across the same accounts. ### 14. Intuitive and user friendly however lacking a few useful capabilities **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** August 14, 2025 **What do you like best about Totango?** - user friendly - some good fields to customise - easy way of monitoring tasks **What do you dislike about Totango?** - not very well integrated with Salesforce and other APIs - not too customisable - some errors with tasks **What problems is Totango solving and how is that benefiting you?** - helping us take clients through the customer journey - one place where all client updates live, with useful timeline built for convenience ### 15. Great holistic client journey management tool **Rating:** 4.5/5.0 stars **Reviewed by:** Vikram M. | Program Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** August 08, 2025 **What do you like best about Totango?** SuccessBlocs that are agile and also have templates **What do you dislike about Totango?** Better training module which is more guided. **What problems is Totango solving and how is that benefiting you?** Building unified client journey and onboarding cadence. ### 16. Helpful platform for customer success tracking and insights **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** August 05, 2025 **What do you like best about Totango?** Totango gives us a clear, centralized view of our customer accounts, making it easier to monitor health scores, usage patterns, and engagement. The platform is flexible and integrates well with other tools, which helps streamline our workflows. **What do you dislike about Totango?** The interface can feel a bit overwhelming at first, especially with so many features and configuration options. It also takes some time to fully customize and get the most out of the data. **What problems is Totango solving and how is that benefiting you?** Totango helps us centralize customer data from different sources, giving us a better understanding of account health and engagement. This makes it easier to prioritize actions, track outcomes. ### 17. Highly recommend! **Rating:** 5.0/5.0 stars **Reviewed by:** Dave L. | PreSales Collective Member, Enterprise (> 1000 emp.) **Reviewed Date:** February 19, 2025 **What do you like best about Totango?** It has been a great experience! I've been able to track my accounts, log updates, and ensure I'm on top of my customer's needs. It also allows me to report account updates to my leadership so they're up to date on monthly forecasts. **What do you dislike about Totango?** I would say the most difficult part is making sure I have the correct/updated contacts in each account but that's just part of the process so not a huge issue. **What problems is Totango solving and how is that benefiting you?** It is helping me track customer interactions and log meetings to make sure each customer has the best experience. Without a tracking solution like Totango customer updates would be lost. ### 18. Flexible and powerful tool **Rating:** 5.0/5.0 stars **Reviewed by:** Bogdan F. | Sr. Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** February 18, 2025 **What do you like best about Totango?** The product is super flexible, offers multiple variations of approaches using the same data to builds reports. Powerfull tool for analisys, offers different reports and gives abilities to build custom dashboards, custom roles, etc. During our implementation we have had a great support not only from our IM but also their dev team. **What do you dislike about Totango?** Takes time to configure it but the team does grete offering the support and helping to implement it. **What problems is Totango solving and how is that benefiting you?** There are so many different areas where you could use it but we use it for tracking customer experience, finding segments that needs more attention, using automated campaings for customer cummunication, etc. ### 19. Really cool tool! **Rating:** 4.5/5.0 stars **Reviewed by:** Andrea C. | Esthetician, Enterprise (> 1000 emp.) **Reviewed Date:** February 18, 2025 **What do you like best about Totango?** Easy to use and has insightful analytics. Pretty easy to navigate and it is very cool that we are able to adapt and create new dasboards for individual or particular teams. It also very well integrated to my calendar and email, so I can keep track of the calls and conversations **What do you dislike about Totango?** Needs to be integrated a bit better to our internal systems like SalesForce, there is a lot of inconsistency in team structures and account ownershipm, as well as matching opportunities with accounts. **What problems is Totango solving and how is that benefiting you?** Helps me look for and identify clients very well, being able to integrate information easily from calendar y email. ### 20. very happy with platform - team is responsive to any potential lags and we love platform **Rating:** 4.5/5.0 stars **Reviewed by:** Alexandra R. | Senior Client Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** May 22, 2025 **What do you like best about Totango?** -as an SMB team - really helpful to be able to visualise all of the data - usage dashboard really helpful **What do you dislike about Totango?** some of the notifications are too much - would be good to tone it down **What problems is Totango solving and how is that benefiting you?** being able to see all low usage clients as well as sort by different use cases /red flags ### 21. Nice app but with limited Data analysis tools **Rating:** 3.0/5.0 stars **Reviewed by:** Rotem B. | Customer Success Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** May 25, 2025 **What do you like best about Totango?** i am able to sync it with other tools in the company **What do you dislike about Totango?** Limited Data analysis tools. Need to improve the cross segments between the hierarchy. need to improve the campaigns templates. **What problems is Totango solving and how is that benefiting you?** i am syncing data into Totango and it helps me understand the customer position at any given point ### 22. Good product for tracking client use **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** May 15, 2025 **What do you like best about Totango?** Totango displays all info you may need to see about a client, as long as you're doing a good job keeping the system up to date **What do you dislike about Totango?** Sometimes it feels like there is too much data on the page to identify what is important quickly. Also wish there were more AI summarization tools available, since it does bring in emails, notes, call logs, and usage stats. **What problems is Totango solving and how is that benefiting you?** Totango is the place we can put all customer success client notes and alerts to make sure our portfolio of clients is healthy ### 23. Excellent user friendly layout for quick info download **Rating:** 5.0/5.0 stars **Reviewed by:** Sam S. | Sales Executive , Information Technology and Services, Enterprise (> 1000 emp.) **Reviewed Date:** February 20, 2025 **What do you like best about Totango?** It’s typically very challenging to get a deep understanding of an account in a timely manner. The easy to use interface gives you an important snapshot in just a few clicks. **What do you dislike about Totango?** It takes you out of salesforce which is where you are working out of for other activities. A more integrated platform could be helpful . **What problems is Totango solving and how is that benefiting you?** I need to know what the most up to date info about a client, so I can prep for account review calls for upsells/cross-sells. This product greatly saves me time and streamlines my workflow. ### 24. Ease of use **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Events Services | Mid-Market (51-1000 emp.) **Reviewed Date:** May 15, 2025 **What do you like best about Totango?** The ease of use with Totango is one of the benefits of the tool. I can easily come to work and see what accounts need attention and which accounts are awaiting calls. **What do you dislike about Totango?** Not having a location to have drafts started for customer calls is missing. Throughout the month, there are items I want to bring up with customers and would like to start a draft touchpoint to capture these updates. **What problems is Totango solving and how is that benefiting you?** Totango solves the problem of having one central location to record client interactions. ### 25. Solid solution **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** August 14, 2025 **What do you like best about Totango?** - Intuitive interface, It makes it easy to navigate and manage customer success. - Flexible to help customise health scores, segments. - Salesforce Integration **What do you dislike about Totango?** Gaps in functionality, such as delayed updates or limited reporting. **What problems is Totango solving and how is that benefiting you?** - Launch and manage customer success initiatives quickly and effectively. - Create, assign, and track tasks related to customer accounts. (touchpoints, setting reminders) - Tailor health scoring based on segments, journey stages, product usage, business outcomes - Monitor task completion, and overall engagement. ### 26. review totango **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Computer & Network Security | Enterprise (> 1000 emp.) **Reviewed Date:** September 16, 2025 **What do you like best about Totango?** you can search customer fast and their contancts **What do you dislike about Totango?** to be honest im very proud on using totango **What problems is Totango solving and how is that benefiting you?** I can sear all customer details ### 27. Excellent experience overall, great tool, tremendous amount of valuable functionality **Rating:** 5.0/5.0 stars **Reviewed by:** Brian G. | Customer Success Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** May 15, 2025 **What do you like best about Totango?** Provides visibility to multiple portions of my business, from sales opportunities, support cases, contacts and financial visibility for billing. It is a One Stop Shop for sure. Everything is where I need it when I need it. Success Plays Tasks Touchpoints **What do you dislike about Totango?** No detractors at the moment, our team is continuing to implement various views and enhancements based on our needs. **What problems is Totango solving and how is that benefiting you?** Consolidated visibility to my book of business, maximize workflows with customers, allows me to manage all the balls in the air for each customer. ### 28. A Great Customer Success Tool **Rating:** 4.0/5.0 stars **Reviewed by:** Preetha M. | Customer Success Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** February 25, 2025 **What do you like best about Totango?** 1. Dashboards: The platform helps us keep track of customer health scores, usage, and our touch-points with the customer. 2. Data management : In Totango, we get to store customer information and their industry-specific data. 3. Other areas where I find it helpful : Totango helps us run campaigns to our customers, for example, CSAT and we can also track the performance inn this platform. **What do you dislike about Totango?** 1. Performance lags 2. Health score is not accurate **What problems is Totango solving and how is that benefiting you?** Overall, Totango has helped us scale our Customer Success operations. ### 29. Good way to organize communication with my book of business **Rating:** 4.5/5.0 stars **Reviewed by:** Jim K. | Sr. Customer Success Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** February 25, 2025 **What do you like best about Totango?** Segmenting accounts by different metrics and account details to identify risk and opportunity. Also, campaigns. **What do you dislike about Totango?** Some of the integrations can be improved or don't work, but those issues could be on our end. I'm not a fan of how the external emails appear. It makes them look like marketing emails, which they are not. If it gives the impression of a mass email communication it gives the impression that it is not personalized. **What problems is Totango solving and how is that benefiting you?** Identifying accounts in trouble due to low adoption and poor ratings. ### 30. Easy to use. It has all of my metrics and accounts in one place. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** August 05, 2025 **What do you like best about Totango?** Easy to use. I love the ability to create custom segments etc. **What do you dislike about Totango?** Unable to edit incorrectly linked data. Sometimes links are not accurate. **What problems is Totango solving and how is that benefiting you?** All of my accounts in one location. Many fields to keep all of the metrics in one place. ### 31. Great Product **Rating:** 3.5/5.0 stars **Reviewed by:** Taylor V. | Client Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** May 15, 2025 **What do you like best about Totango?** The platform is easy to use, and the customer support has been great. **What do you dislike about Totango?** I don't have any issues with Totango or its product. **What problems is Totango solving and how is that benefiting you?** Totango is providing a platform for us to review our clients' status and determine how we can assist them. ### 32. 2 year Totango reviewer at SaaS company **Rating:** 5.0/5.0 stars **Reviewed by:** Cody C. | Sr. Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** October 30, 2024 **What do you like best about Totango?** I like easy it is to find and customize information about my customer base and book of business. It is much more user friendly and easy to navigate your accounts than salesforce. I like the ability to integrate health scores and features that customers are or are not using. Success plays are great to make sure that no accounts are going untouched and reporting is also very useful. **What do you dislike about Totango?** Sometimes the health scores are not accurate. I also don't like that when a task is completed, it creates a new touchpoint as a filled out task, but it also leaves the incomplete task in the timeline. So after completing a task i then have to go back and delete the incomplete task. **What problems is Totango solving and how is that benefiting you?** Success plays and keeping track of my accounts is the main thing that I love about totango. ### 33. Supports CS Initiatives & Program Analysis **Rating:** 4.5/5.0 stars **Reviewed by:** Kayla F. | Director of Customer Experience, Americas, Mid-Market (51-1000 emp.) **Reviewed Date:** February 18, 2025 **What do you like best about Totango?** I love the filtering abilities and customer segmentation. It makes it really easy to target customers for campaigns, initiatives and programs. **What do you dislike about Totango?** Our CS org really thrives off of leaderboards. We'd love a way to better highlight activity and top performers across our KPIs. **What problems is Totango solving and how is that benefiting you?** Helping us targeted Users based on Usage and other key timelines within the Customer Journey. The product is also providing our CS team with better visibility on conversations, usage stats and other engagement with our campaigns and digital programs. ### 34. New CS tool **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** February 18, 2025 **What do you like best about Totango?** Ease of setup and implementation & integrations. We are currently building out our Customer Success organization and were looking for a tool that was easy to get up and running quickly. The native integrations made it easy to ingest data from multiple sources into a single tool. **What do you dislike about Totango?** The only thing I disliked was the self-onboarding. While I was able to get Totango up and running, I feel like we're missing out on understanding ALL of the features that are at our disposal, and not understanding if we are setting ourselves up for success the way we are thinking of using the system. **What problems is Totango solving and how is that benefiting you?** Consolidating data across mutliple sources to have a more complete picture of the client's health and opportunities ### 35. Totango operates with great ease! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** November 16, 2023 **What do you like best about Totango?** As a Customer Success Manager (CSM), Totango is an essential tool that I rely on every single day. It has become an integral part of my daily workflow, helping me stay organized and focused on what matters most: delivering exceptional results for our customers. Totango empowers me to easily access the customer insights I need to effectively manage my accounts. Whether it's health scores, action plans, or tasks and follow-ups, Totango provides a comprehensive view that helps me stay on top of everything. It gives me all the information I need to drive success and ensure our customers are getting the most value from our solutions. With all these features in one platform, it streamlines my work and ensures I'm always working with the most up-to-date information. When I need to log something in Totango, the process is incredibly seamless. There's no need to switch to my browser or juggle multiple tabs. I can simply forward relevant emails to the associated customer account directly within Totango. This eliminates unnecessary steps and saves me time, allowing me to remain efficient. Additionally, if I'm out on the road or working remotely, I can continue to leverage the full functionality of Totango through the app, keeping me connected and productive no matter where I am. This flexibility ensures I never miss a beat, whether in the office or on the go. **What do you dislike about Totango?** In our organization, not all users have the opportunity to join a call with a Customer Success Manager (CSM) from Totango, which can sometimes limit access to valuable insights and support. As a result, there is an opportunity to explore other ways to ensure that every user can benefit from the knowledge and expertise that Totango offers. I believe it would be highly valuable if Totango could share insights, best practices, and relevant resources in a more scalable way. This could be done outside of the specific moments when an organization directly engages with Totango, allowing users to access helpful information at their convenience. By offering these insights through easily accessible channels, such as webinars, tutorials, or knowledge centers, Totango could ensure that even those who don’t have direct calls with a CSM can still gain valuable knowledge to improve their experience and success with the platform. This approach would not only empower users but also foster more widespread adoption of best practices, driving greater value for organizations as a whole. **What problems is Totango solving and how is that benefiting you?** As a Customer Success Manager, I handle a large and diverse portfolio of clients, each with unique needs and challenges. With so many accounts to manage, it’s crucial for me to stay organized and focused. Totango plays a key role in this by giving me the insights and tools I need to effectively prioritize and address each client’s requirements. The platform allows me to quickly access important customer data, track health scores, and create action plans, all of which help me deliver a tailored experience for every client. With Totango, I can ensure that I’m consistently driving success and delivering value to my clients, no matter how many I manage. The insights I gain through Totango enable me to make informed decisions and provide proactive support, ultimately strengthening customer relationships and ensuring long-term success. ### 36. good ui platform **Rating:** 4.5/5.0 stars **Reviewed by:** Biannca L. | CSM, Enterprise (> 1000 emp.) **Reviewed Date:** August 20, 2025 **What do you like best about Totango?** very easy to use and manage and fairly simple ui **What do you dislike about Totango?** sometimes there's too much going on and to manage **What problems is Totango solving and how is that benefiting you?** making it use to manage the account as a crm ### 37. has all the info I need on my clients! **Rating:** 4.0/5.0 stars **Reviewed by:** Naya H. | Senior Account Manager, Enterprise (> 1000 emp.) **Reviewed Date:** February 21, 2025 **What do you like best about Totango?** Deep insights on clients, usage, risks, opportunities etc **What do you dislike about Totango?** the platform can feel clunky sometimes but is easy to use **What problems is Totango solving and how is that benefiting you?** Totango helps me streamline customer success processes by providing visibility into customer health, engagement, and renewals. The platform allows us to proactively identify risks, automate workflows, and personalize outreach, which has significantly improved retention and expansion efforts. It also ensures that EBRs are booked on time, support tickets are tracked efficiently, and new opportunities are identified for upsell and expansion. ### 38. Client Health Score - Game Changer **Rating:** 4.0/5.0 stars **Reviewed by:** Quinn F. | Client Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** February 20, 2025 **What do you like best about Totango?** I love viewing my health score. Every day, I can log in and very easily see what accounts are doing great and what accounts I need to give more love to. Also, the support team at Totango has been amazing at setting up Demos for our team whenever needed. **What do you dislike about Totango?** I don't have any downsides or issues with using Totango - I highly recommend it! **What problems is Totango solving and how is that benefiting you?** Totango allows me to store all of the information for one account in one place. ### 39. Like the product; wish there was better CS and Support communication **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** December 09, 2024 **What do you like best about Totango?** A good CS platform that is easy to use. I rely on it heavily for my daily job function as a CSM. I love the segmentation feature to get a clear view of whatever I want to focus on. Campaigns are fun and easy to design. The product roadmap for 2025 has some exciting developments. **What do you dislike about Totango?** Some integrations fail or take too long to implement, and customer support hasn't been the most responsive. We used to have a dedicated CSM but since the Catalyst merger there has been a lot of restructuring that seems to have left us behind. I'm hopeful that the new direction of the company will put the focus back on heping its customers now that they seem to have settled. **What problems is Totango solving and how is that benefiting you?** We needed a dedicated CS platform that incorporates the functions we need: surveys, campaigns, onboarding, success plans, segmentation, etc. Once the analytics are there, the application is extremely helpful in organizing what CSMs need to work on. ### 40. One stop CRM for all account managers **Rating:** 4.5/5.0 stars **Reviewed by:** Manish W. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** May 23, 2025 **What do you like best about Totango?** UI is intuitive. Data can be extracted easily to be shared with teams from different department **What do you dislike about Totango?** Renewal: From last two years they surprised me with different renewal terms e.g. cost to have Customer Success Manager increased by $10k which was until previous year included in the same subscription cost **What problems is Totango solving and how is that benefiting you?** One stop CRM for all Account managers. Ability to track touchpoints and other customer data at one single place. ### 41. Totango has been good so far for my OB team, I would love to see more project management aspects **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Hospitality | Small-Business (50 or fewer emp.) **Reviewed Date:** May 22, 2025 **What do you like best about Totango?** I like the parent child relationships and how we're able to build successplays **What do you dislike about Totango?** I don't like the lack of project management aspects - I would like to build projects for a parent company for example and have that project reflect dependancies on the child company **What problems is Totango solving and how is that benefiting you?** totango is solving the central visibility issue I had previously - we now have a more centralized (very manual) view of our onboardings ### 42. Totango Review **Rating:** 3.0/5.0 stars **Reviewed by:** Ashok Kumar E. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** May 21, 2025 **What do you like best about Totango?** Product has multiple ways to track the health status of every customer. Support has been good so far. Platform stability is good so far. **What do you dislike about Totango?** Way too complex for any layman to start use the product Too many options is leading to focus on what is needed Integration is found to be difficult and challenging **What problems is Totango solving and how is that benefiting you?** It helps to be a one common place to evaluate the customer health status. ### 43. It has been super helpful and insightful. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** August 12, 2025 **What do you like best about Totango?** The ease of use of the platform makes it easy to get insights. **What do you dislike about Totango?** I think I could use more customer support. **What problems is Totango solving and how is that benefiting you?** Seeing daily usage of my clients. ### 44. Great Product **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Public Relations and Communications | Enterprise (> 1000 emp.) **Reviewed Date:** August 12, 2025 **What do you like best about Totango?** Super helpful managing client work. Organized **What do you dislike about Totango?** Can be a confusing UI at first when managing lots of clients. **What problems is Totango solving and how is that benefiting you?** Organizing client accounts. Managing relationships. ### 45. The worst experience ever, starting from the sales process and onboarding implementation **Rating:** 0.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 28, 2024 **What do you like best about Totango?** Apologies but due to the very poor experience there is nothing I would want to mention here. I think the platform has a good potential and had a lot of 'learning resources', many of us professionals in the industry simply cannot spend this much time implementing everything and reading all articles. **What do you dislike about Totango?** - No contact from support team - we'd been contacting the support team for over 3 months in terms of issues that appeared during our 'onboarding implementation process'. However, we've only got the automated emails that they have a high volume of tickets. Customer support is terrible. - No contact from sales team - we wanted to get additional licenses for our colleagues (paid), viewers (paid) and onboarding (paid) but we have not heard back from the sales team for over 2 months. During the sales process it was end of July so I thought there's holiday period hence delay in responses. Contract was signed, however, access to platform was delivered to us 3 weeks later than promised. Then the contact with everyone just disappeared. - Integrations ARE NOT working, they have internal issues / technical bugs on e.g. Mixpanel and could not fix this for us for 3 months (we had been contacting them every week but with no success) the issue is still there. Gmail is not integrated, only used via some uneffective Google Add-on. It's NOT easy to implement the platform. It's NOT easy to work with integrations. We wanted to use it on a daily basis, but without having key integrations integrated from our side, we couldn't do it. Overall, please avoid this ''business'. Specialising in CX? I don't think so. Please if you want to save yourselves time, resources, money and frustration, DO NOT choose Totango. **What problems is Totango solving and how is that benefiting you?** It's not been able to solve any problems for almost 4months we are stuck and delayed. ### 46. Totango is great for campaigns and metrics, though we've experienced some minor technical issues. **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** May 23, 2025 **What do you like best about Totango?** I really appreciate the detailed metrics and reporting—they make tracking performance simple and effective. **What do you dislike about Totango?** Technical issues have made it more difficult to quickly access customer accounts—we're still able to retrieve them, but it currently requires switching to another system to locate the account number. **What problems is Totango solving and how is that benefiting you?** Totango offers strong capabilities for running successful campaigns, tracking key metrics, monitoring churn risk, and analyzing customer data. ### 47. Been useful for tracking engagement. **Rating:** 3.5/5.0 stars **Reviewed by:** Josephine D. | Customer Success Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** January 12, 2025 **What do you like best about Totango?** I like how you can see the broad picture of engagement. **What do you dislike about Totango?** I wish usage had a little bit more detail. On Salesforce, you can see the amount of time a user spent on a website, as opposed to just having an "active day". The details of that are very broad. I also wish you coud create a sequence of multiple touchpoints like in Hubspot. **What problems is Totango solving and how is that benefiting you?** Totango is solving the problem of understand our user experience. It is able to give me insight into a general picture of usage. ### 48. Solid platform - could be more user friendly/customizable **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Staffing and Recruiting | Small-Business (50 or fewer emp.) **Reviewed Date:** January 13, 2025 **What do you like best about Totango?** I like that I can centralize all my customer information in one platform. Totango is our source of truth when it comes to customer contracts/renewal dates/key contacts/contract values and communcation history. **What do you dislike about Totango?** The platform isn't as intuitive as I would expect, coming from a SaaS company myself. There are plenty of help videos available, but because the platform offers so much, there is a lot to navigage and learn. **What problems is Totango solving and how is that benefiting you?** At this time, Totango is creating a space for our customer data to live. It's a live record of our emails and virtual meetings which helps our team stay versed on each client. We use Totango for client engagement: monthly newsletters & platform enhancements to add to the number of touches we have on clients. ### 49. Fantastic Application **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Events Services | Mid-Market (51-1000 emp.) **Reviewed Date:** February 18, 2025 **What do you like best about Totango?** I've been using Totango for a while now, and it has been a game-changer for managing customer success. The platform is intuitive and packed with features that make tracking customer health, automating workflows, and driving engagement much easier. I love how customizable it is, allowing my team to tailor it to our specific needs. The real-time insights have helped us stay ahead of potential issues and improve our retention rates. If you're looking for a powerful and user-friendly customer success tool, I highly recommend giving Totango a try! **What do you dislike about Totango?** Learning Curve can take a while. Limited Integrations. Reporting Limitations UI can feel clutterred. **What problems is Totango solving and how is that benefiting you?** Client onboarding notes ### 50. Senior Client Success Representative **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** February 18, 2025 **What do you like best about Totango?** - Synching with my google calendar so that my tasks show automatically and I just add notes - adding tasks inside totango for specific dates - creating personal folders on my portfolio - updates on product usage / account health **What do you dislike about Totango?** - While user-friendly, fully utilizing Totango’s features requires training and experience - not easy to take advantage of all features **What problems is Totango solving and how is that benefiting you?** - Comprehensive Customer Insights – Totango provides a 360-degree view of customer health, engagement, and product usage, helping CSM teams proactively manage accounts. - Automation & Workflows – It allows teams to automate key processes like onboarding, renewals, and upsell campaigns, reducing manual work. ## Totango Discussions - [1. Embed a PDF fillable form? 2. Prepopulated email response be hyperlink to an automated email](https://www.g2.com/discussions/1-embed-a-pdf-fillable-form-2-prepopulated-email-response-be-hyperlink-to-an-automated-email) - 1 comment, 1 upvote - [I would like for Totango to be able to send desktop notifications.](https://www.g2.com/discussions/totango-i-would-like-for-totango-to-be-able-to-send-desktop-notifications) - 1 comment, 1 upvote - [why does totango doesn't have a history ?](https://www.g2.com/discussions/51779-why-does-totango-doesn-t-have-a-history) - 1 comment, 1 upvote - [Would you be able to send more updates with regards to segments and creating them?](https://www.g2.com/discussions/43614-would-you-be-able-to-send-more-updates-with-regards-to-segments-and-creating-them) - 1 comment, 1 upvote - [What are best practices for CSM assignment process - both dynamic and static?](https://www.g2.com/discussions/16231-what-are-best-practices-for-csm-assignment-process-both-dynamic-and-static) - 2 comments, 1 upvote - [View Totango pricing details and edition comparison](https://www.g2.com/products/totango/reviews?page=3§ion=pricing&secure%5Bexpires_at%5D=2026-05-30+17%3A02%3A57+-0500&secure%5Bsession_id%5D=298e6d5f-38a6-428c-84f2-621854e69804&secure%5Btoken%5D=27e44ec698cdff1e866ae6a36c2311df70ab02a06cc388870270dce162839a10&format=llm_user) ## Totango Integrations - [Agentforce 360 Platform (formerly Salesforce Platform)](https://www.g2.com/products/agentforce-360-platform-formerly-salesforce-platform/reviews) - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - [Agentforce Service (formerly Salesforce Service Cloud)](https://www.g2.com/products/agentforce-service-formerly-salesforce-service-cloud/reviews) - [Appdome](https://www.g2.com/products/appdome/reviews) - [Dynamics 365 Sales](https://www.g2.com/products/dynamics-365-sales/reviews) - [Freshdesk](https://www.g2.com/products/freshdesk/reviews) - [Gainsight Customer Success](https://www.g2.com/products/gainsight-customer-success/reviews) - [Gong](https://www.g2.com/products/gong/reviews) - [Google Workspace](https://www.g2.com/products/google-workspace/reviews) - [HubSpot Commerce Hub](https://www.g2.com/products/hubspot-commerce-hub/reviews) - [HubSpot Marketing Hub](https://www.g2.com/products/hubspot-marketing-hub/reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - [Luware Nimbus](https://www.g2.com/products/luware-nimbus/reviews) - [Meltwater](https://www.g2.com/products/meltwater/reviews) - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews) - [Zendesk for Customer Service](https://www.g2.com/products/zendesk-for-customer-service/reviews) ## Totango Features **Customer Information** - Customer Health Scores - Customer Monitoring - Customer Profiles - Playbooks - Customer Segments - Product Engagement - Surveys **User Analysis** - Survey Implementation - Data Analysis **Data Sourcing** - Data Enrichment - Expandability - Content Marketing - Multiple Devices **Sales Team** - Flexible Sales Process - Playbooks **Platform Basics** - Templates - Exporting - Multi-user Access and Collaboration - Data Analytics **Platform Basics** - Dynamic Segmentation - Journey Optimization **Analytics** - Net Promoter Score (NPS) - Customer Satisfaction (CSAT) Score **Onboarding Setup** - Workflows - Templates - Checklists **Agentic AI - SAP Store** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Predictions** - Churn Risk - Upsell Opportunities - Custom Triggers - Machine Learning **User Support** - User Segmentation - Multi-Language Support **Intelligence** - Predictive Modeling **Intelligence** - Opportunity Identification - Zero-touch Renewals - Smart Content **Platform Data** - Journey Reporting - Trends Reporting - Dashboards - Advanced Data Filtering **Customization** - Stakeholder Management - Multiple Branding Support **Project Tracking** - Monitoring - Content - Tasks - Optimization **Agentic AI - Customer Journey Mapping** - Autonomous Task Execution **Platform** - Reporting & Dashboards - API & Integrations - Data Import & Export Tools - Workflow Capability - Notifications - Customization - Scalability - Data Security - Performance & Reliability - User, Role, and Access Management **Walkthrough Type** - Text Bubble Walkthroughs **Platform Additional Functionality** - Journey Mapping - Integrations - Automated Alerts **Customer Engagement** - Portal - Engagement - Branding - Visibility **Generative AI** - AI Text Generation - AI Text Summarization **Platform Basics - Digital Adoption Platform** - Integration - Communications **Agentic AI - Customer Journey Analytics** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Proactive Assistance **Agentic AI - Experience Management** - Autonomous Task Execution - Cross-system Integration - Natural Language Interaction - Proactive Assistance **Agentic AI - Customer Revenue Optimization** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Analytics - Digital Adoption Platform** - Analytics **Agentic AI - Customer Success** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Natural Language Interaction - Proactive Assistance **Functions - Digital Adoption Platform** - Customer self-service - In-app guidance **Agentic AI - Digital Adoption Platform** - Adaptive Learning ## Top Totango Alternatives - [Custify](https://www.g2.com/products/custify/reviews) - 4.7/5.0 (494 reviews) - [ChurnZero](https://www.g2.com/products/churnzero/reviews) - 4.7/5.0 (1,579 reviews) - [Planhat](https://www.g2.com/products/planhat/reviews) - 4.5/5.0 (914 reviews)