--- title: Totango Reviews meta_title: 'Totango Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 1150 reviews by the users' company size, role or industry to find out how Totango works for a business like yours. aggregate_rating: rating_value: 4.3 review_count: 1150 scale: '5' date_modified: '2026-07-07' parent_category: name: Customer Service url: https://www.g2.com/categories/customer-service --- # 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 to be **easy to use and set up** , greatly enhancing their ability to track customer metrics. (202 reviews) - Users value the **exceptional customer support** from Totango, enhancing management convenience and providing valuable insights effortlessly. (98 reviews) - Users appreciate the **helpful functionality** of Totango, allowing comprehensive management and improved customer adoption effortlessly. (98 reviews) - Users value the **customization features** of Totango, enhancing tracking and improving customer onboarding and adoption. (97 reviews) - Users value the **efficiency** of Totango, streamlining workflows and saving time in managing customer accounts seamlessly. (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 **steep learning curve** challenging due to overwhelming data and insufficient educational resources. (83 reviews) - Users find **integration issues** with Totango, noting slow performance and manual efforts when connecting external systems. (65 reviews) - Users find **missing features** in Totango, particularly for multi-product visualization and draft touchpoint creation. (57 reviews) - Users find the **limited customization** options frustrating, often requiring support for advanced features and integrations. (49 reviews) - Users find a **steep learning curve** with Totango, struggling with integrations and needing more educational resources. (49 reviews) - Users find Totango has **significant limitations** such as poor email logging, character restrictions, and inadequate support. (45 reviews) - Complexity (38 reviews) - Slow Performance (37 reviews) - Difficult Reporting (35 reviews) - Not Intuitive (35 reviews) ## Totango Reviews ### 1. Client Success / Account Management Staple **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** February 19, 2025 **What do you like best about Totango?** I love how easy it is to see very high level health metrics across my accounts. **What do you dislike about Totango?** Navigating and filtering can be less than intuitive in certain scenarios. **What problems is Totango solving and how is that benefiting you?** Totango helps me clearly understand the risk factors across my entire client portfolio so that I can prioritize accordingly to reduce client turnover. ### 2. I love Totango as a CSM platform **Rating:** 4.5/5.0 stars **Reviewed by:** Matthew B. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** January 23, 2024 **What do you like best about Totango?** Organize my customer information and gives me notifications and task to help me be way more efficient. **What do you dislike about Totango?** Sometimes there is troble with the integration to HubSpot. Some information doesn't update but this isn't very common. **What problems is Totango solving and how is that benefiting you?** It gives me the abilty to pull in customer information from HubSopt and orginize notes about the customers journey. Also the success plays, campaign, and tasks make my job a lot easier. ### 3. Exemplary tool! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer & Network Security | Small-Business (50 or fewer emp.) **Reviewed Date:** October 31, 2024 **What do you like best about Totango?** I appreciate Totango's ability to provide organization in a clean, concise manner to support my work on a daily basis. I depend on this tool to support the health of my customer's journey through our CS lifecycle. **What do you dislike about Totango?** I depend on it quite a bit so when issues arise it can be a huge disruption to my work flow. Luckily, this is a rare occurance. **What problems is Totango solving and how is that benefiting you?** Totango is benefiting my role by giving me a detailed picture of the accounts I manage, the revenue and KPI's that I must track, and the ease of communicating with my customers in a safe and effective way. ### 4. Totango is Great! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** February 18, 2025 **What do you like best about Totango?** I think it is very intuitive, i love how it keeps tracks of health scores, and helps me plan touchpoints with clients **What do you dislike about Totango?** The salesforce integration can be better. all of my data doesnt always transfer over **What problems is Totango solving and how is that benefiting you?** Keeping track and automating touchpoints of customers managing health scores ### 5. Powerful Tool **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** October 17, 2024 **What do you like best about Totango?** I love the potential for automation and streamlining processes. The success Blocs are an amazing tool to manage communication and tasks throughout the customer journey. I really like being able to quickly see customer health and the ease of building my own segments. The product is great for helping CSMs with task management. **What do you dislike about Totango?** The platform sometimes runs slow and I think there can be some improved integrations with other commonly used products like zendesk **What problems is Totango solving and how is that benefiting you?** Accurate health scores based on stage of customer journey, reducing manual work, automating communication and task assignment. Reporting and analysis of customer health, CSM performance, completion of activities deemed important to customer health. ### 6. Great product for Customer Success teams **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Telecommunications | Mid-Market (51-1000 emp.) **Reviewed Date:** February 19, 2025 **What do you like best about Totango?** The customization and unique SuccessPlays that teams can implement and continually iterate on. **What do you dislike about Totango?** There is quite a lift to integrate data and configure SuccessBlocs, but that's to be expected. **What problems is Totango solving and how is that benefiting you?** Totango helps our team ensure smooth onboarding, address at-risk accounts, manage renewals, and more. ### 7. Seamless Integration **Rating:** 4.5/5.0 stars **Reviewed by:** Roger M. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** August 01, 2023 **What do you like best about Totango?** Customize Your Dashboard. You can tailor your dashboard to see all of your accounts, number of contacts and account health all on one screen. Beats competitors on ease of use. **What do you dislike about Totango?** Having to cut and paste emails from Outlook into Totango as a touchpoint. ( for emails not sent directly out of Totango. ) Improve possibility of integrating with other software. **What problems is Totango solving and how is that benefiting you?** Customer contacts and customer health. Touchpoints are invaluable record keeping. Totango is a great single point of reference for all teams and departments to see the latest updated documentation related to all accounts in one place under the Touchpoints. Also, the frequency of customer contacts can be tracked. ### 8. Robust, efficient, and great support! **Rating:** 4.5/5.0 stars **Reviewed by:** Jason L. | Associate Director, Building Customer Operations, Mid-Market (51-1000 emp.) **Reviewed Date:** April 29, 2024 **What do you like best about Totango?** The features made specifically for CS teams with expansive support resources from help center articles, live data assistance, templates, and support email. If I had to choose one thing I would say the SuccessBloc templates and how simple set up is for most features. These templates are excellent for kick starting an initiative by seeing how everything should come together for a specific focus such a risk identification or feedback loops. **What do you dislike about Totango?** I would have to say bugs. It isn't terrible but they come up. At the same time, it's hard to find a product without bug issues. **What problems is Totango solving and how is that benefiting you?** Totango improves our CS team efficiency by giving us an interface that is made specifically for post sale account management. With a design that has CSMs in mind, we are able to provide data and insights to our CSMs that allows them to be flexible and creative in how they use that information to engage with our users. All while being able to track those engagements giving us a full picture of every account. ### 9. Great tool - single pane of glass **Rating:** 4.5/5.0 stars **Reviewed by:** Dash F. | Account Manager II - Americas, Enterprise (> 1000 emp.) **Reviewed Date:** February 18, 2025 **What do you like best about Totango?** You can see everything all in one place - very helpful for monitoring accounts **What do you dislike about Totango?** Requires a lot of data entry, needs to be upkept a lot **What problems is Totango solving and how is that benefiting you?** Totango helps us to understand and be aware of any risk in accounts that we manage ### 10. Robust Customer Success Platform **Rating:** 5.0/5.0 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?** otango offers a user-friendly interface and powerful customer success tools that help track engagement, health scores, and renewals efficiently. **What do you dislike about Totango?** While Totango is feature-rich, it can sometimes be slow or laggy, especially with large datasets **What problems is Totango solving and how is that benefiting you?** Streamline customer journey ### 11. Great tool for CSM's **Rating:** 4.5/5.0 stars **Reviewed by:** Eduardo O. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** October 30, 2024 **What do you like best about Totango?** The way I can track the health and maturity of my customers. **What do you dislike about Totango?** Not enough reporting tools or insights. I'd like to have a better dashboard for quicker decision-making **What problems is Totango solving and how is that benefiting you?** Totango is helping me track the health of my accounts so I can detect and take action on accounts that requires immediate attention to avoid churn ### 12. Good CS platform **Rating:** 4.0/5.0 stars **Reviewed by:** Sunny G. | Senior Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** November 18, 2024 **What do you like best about Totango?** its very well organized and easy to use. **What do you dislike about Totango?** There aer some things I cannot get done using Totango for ex: having my emails go directly to my Totango dashboard - have to manually send each one. **What problems is Totango solving and how is that benefiting you?** Customer journey and onboarding process of a client. ### 13. Visibility to all business and operational KPIs **Rating:** 5.0/5.0 stars **Reviewed by:** Shubha V. | Customer Service Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** February 23, 2025 **What do you like best about Totango?** User friendly, gives good visibility to business and operational insights, has value added featurles **What do you dislike about Totango?** Should host webinar on new features, there is no visibility to new developments **What problems is Totango solving and how is that benefiting you?** Visibility to drive ooerations ### 14. Great Software for CSM Team! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** August 10, 2023 **What do you like best about Totango?** The visibility to where each of our customers' health is at is amazing! We are able to prioritize outreach and help our customers that may be struggling while also keeping tasks relevant to the team's goals and customers desired outcomes. **What do you dislike about Totango?** Set up is pretty complicated and without solid buy-in from the team and good data it would be easy to let this amazing tool end up on the sideline. **What problems is Totango solving and how is that benefiting you?** We are getting a clearer view into how each of our customers are doing. ### 15. Easy to follow **Rating:** 3.0/5.0 stars **Reviewed by:** Andrea A. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** November 10, 2024 **What do you like best about Totango?** Totango is helpful for automated reminders and easy to manage customer's health **What do you dislike about Totango?** I would like more data and reports available based on the customer interaction **What problems is Totango solving and how is that benefiting you?** Finding out the optimisation of a customer and which features of our product are they using the most. ### 16. Totango offers a lot of features and a lot to learn **Rating:** 3.5/5.0 stars **Reviewed by:** Robert L. | Sr Manager of Customer Support & Education, Small-Business (50 or fewer emp.) **Reviewed Date:** December 17, 2024 **What do you like best about Totango?** It offers many options for a wide variety of tasks and team collaboration. **What do you dislike about Totango?** Product onboarding is ovewhelming and many of the great features are hiding deeper in the UI. **What problems is Totango solving and how is that benefiting you?** It provides a place for the entire Customer Success and Experience teams to come together to collaborate. With Totango, we all have access to the same information about the status of a customer. ### 17. Very robust tool for Customer Success Team **Rating:** 5.0/5.0 stars **Reviewed by:** Guilherme P. | LATAM Manager, Customer Success , Marketing and Advertising, Mid-Market (51-1000 emp.) **Reviewed Date:** February 19, 2025 **What do you like best about Totango?** Easy to use, Health Score, Red Accounts. **What do you dislike about Totango?** difficult to understand some metrics, app version very basic **What problems is Totango solving and how is that benefiting you?** Global tool to concentrate all info about our customers, facilitate vision between different teams. ### 18. Amazing customer success product **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** May 15, 2025 **What do you like best about Totango?** Segmenting users based on their health and categories **What do you dislike about Totango?** Expensive and they increase the price arbitrarily every year **What problems is Totango solving and how is that benefiting you?** We run our entire customer success on Totango ### 19. CSM Review of Totango **Rating:** 4.5/5.0 stars **Reviewed by:** Alex C. | Customer Success Manager, EMEA, Enterprise (> 1000 emp.) **Reviewed Date:** June 03, 2024 **What do you like best about Totango?** I really like the account summary. Having all of the core information in once place at a glance is key for me and other CSM's. It allows you to get the info you need as soon as possible. **What do you dislike about Totango?** I feel the solution doesn't have a 'to do' function for the much smaller / admin type actions associated with accounts. You can set tasks and activities etc but for the much more basic actions, I use a different to do board/solution to help me keep on top of things. **What problems is Totango solving and how is that benefiting you?** It pulls all the information into one pane and provides visibility for others re: what work / comms are being completed for an account and this is stored for reference if necassary. ### 20. Powerful and Flexible Customer Success Platform **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** February 25, 2025 **What do you like best about Totango?** Totango has been a game-changer for our customer success operations. The platform offers a highly intuitive interface with robust automation features that help us proactively manage customer relationships. The ability to segment customers, set up health scores, and automate workflows has significantly improved our team's efficiency. **What do you dislike about Totango?** The support window is too short to get any assistance. **What problems is Totango solving and how is that benefiting you?** Customer Success Operations Customer Data tracking ### 21. The Almost-Perfect Task Management Tool **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** June 13, 2024 **What do you like best about Totango?** I always know exactly what I need to be doing at any given time, and it's easy to use. Plus, I can find any info related to my portfolio very easily. This lets me track my metrics and see where I need to be focusing my time. I use Totango every day in order to get all my work done. **What do you dislike about Totango?** There are a few missing functions that would turn Totango into the perfect tool: Being able to select multiple tasks at once to change the due date, being able to filter tasks by other categories related to my portfolio, and in the Open Tasks section of an account - being able to scroll through all the tasks instead of just the first few. **What problems is Totango solving and how is that benefiting you?** Using Totango saves me a lot of time - I don't have to manually create tasks to check in on my customers. I like knowing exactly what needs to be done on a given day. ### 22. Great Scalable Tool for CS **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** February 12, 2024 **What do you like best about Totango?** My team really enjoys how customizable Totango is, and how Totango can help with numerous facets of our customer success process, from onboarding, health scoring, renewal forecasting, segmenting, and more. **What do you dislike about Totango?** It took a little more ramp-up time than we expected to have our data integrated and the SuccessBlocs up and running, but that seems to be standard with all CS softwares. **What problems is Totango solving and how is that benefiting you?** Totango is helping us scale our customer success process, and decrease churn by identifying potential blindspots. ### 23. Totango makes it easy to amalgamate customer info from various databases in one central spot. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** August 30, 2024 **What do you like best about Totango?** I can segment my customer base and target specific groups, the customizability is wonderful. **What do you dislike about Totango?** auto saving is not obvious, hard to collaborate. There is a lot to learn, there could be more educational information. **What problems is Totango solving and how is that benefiting you?** clean looking campaigns and a reliable database of customers. It is also providing a great customizable space to organize customer details. ### 24. Game changer for tracking account health and touchpoints **Rating:** 4.5/5.0 stars **Reviewed by:** Jessica H. | Mid-Market (51-1000 emp.) **Reviewed Date:** March 21, 2024 **What do you like best about Totango?** I am very impressed with the customer account health metrics. It helps us understand usage at a high level and overall account health for most of our customers. Task management and touchpoint tracking is also an incredible benefit to using this platform. I am better able to stay organized, set objectives, create and manage success plays, and keep all of my account's information in one place. **What do you dislike about Totango?** The least helpful part of Totango is the ongoing issue of sub-accounts (domains in our world) negatively impacting the overall health score for my customer. There should be a feature where you can "weigh" the impact of sub-accounts as they roll up to the top level account and impact the health much less. I have top tier customers that are a huge fan of our product in "poor" health in Totango for this reason alone. **What problems is Totango solving and how is that benefiting you?** I have the perspective of life before Totango in our organization and I can say that prior to our Totango implementation, gathering all of the information required to truly assess the health of an account was incredibly tedious. We have many tools that we use including CRM, email, powerpoint, google sheets, marketing platforms, etc, that contain customer information and details. While we still have these tools and consolidation of all the information to Totango is not perfect, we at least have the opportunity, and in most cases, it is providing us with invaluable insights into our customers. Our senior leadership also knows that they can go into Totango to create reports around campaigns and pieces of information that they want to know about a customer. ### 25. Great CSM tool **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** February 18, 2025 **What do you like best about Totango?** - The ability to create a large number of filters, dashboards and segments specific to the user for data and insights. - Easy email syncing for all customer comms - Automated Risk Trigger signals/regar alerts **What do you dislike about Totango?** There can be a lot of steps involved to correctly log touchpoints and flows but overall a great tool **What problems is Totango solving and how is that benefiting you?** Portfolio management/risk mitigation etc ### 26. Easy and intuitive **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** February 19, 2025 **What do you like best about Totango?** I like the memories that it gives you to be able to **What do you dislike about Totango?** many things, difficult to differentiate, lack of clarity **What problems is Totango solving and how is that benefiting you?** portfolio control ### 27. Improved Customer Insights **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** October 30, 2024 **What do you like best about Totango?** Totango provides me with analytics and reporting features that help me to identify trends, customer health scores and potential issues- enabling proactive management. It is very intuitive and a great tool to have centralized customer data! I higly recommend! **What do you dislike about Totango?** I fell that there is still room for improvement when it comes to third party integration. **What problems is Totango solving and how is that benefiting you?** By analyzing customer behavior and engagement, Totango helps me to identify at-risk customers, enabling timely interventions to reduce churn. ### 28. Versatile **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** October 30, 2024 **What do you like best about Totango?** I love the how versatile Totango is. It is customizable and flexible and easy to use. My team uses Totango has our primary documentation and customer record keeping application. Therefore I am in Totango all day, every day. **What do you dislike about Totango?** We have found that the support is not as responsive or helpful since there were organization changes. **What problems is Totango solving and how is that benefiting you?** Totango is more streamlined application that our entire team can access to review for any questions that come in. ### 29. Great experience **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Telecommunications | Mid-Market (51-1000 emp.) **Reviewed Date:** February 25, 2025 **What do you like best about Totango?** i like how easy it is to navigate. Everything is where I need it to be and easily accessible **What do you dislike about Totango?** there is really nothing to dislike about totango. **What problems is Totango solving and how is that benefiting you?** It is a great tool that allows my peers and I to have access to all notes, meetings and account info all in one place ### 30. Great solution for SMB's without huge resourcing **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Small-Business (50 or fewer emp.) **Reviewed Date:** September 04, 2024 **What do you like best about Totango?** The self-serve content is incredible, especially when using the pre-made SuccessPlays. Being able to tap into best practices as a small business is a huge win. The support team is excellent and really helps you get onboarded well **What do you dislike about Totango?** The amount of tasks can get out of hand, and the health scoring can be tough to use effectively. Culling back the tasks into something managable for an SMB takes work. **What problems is Totango solving and how is that benefiting you?** It helps us understand the health of our different subscriptions and try and better activate users having a poor experience. We've been able to effectively target our churn reduction with totango ### 31. Associate Account Manager **Rating:** 4.0/5.0 stars **Reviewed by:** Cory P. | Associate Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** June 11, 2024 **What do you like best about Totango?** I like all of the tasks and markers to determine if a customer is healthy or likely to churn. I also like all of the data that is available when integrated with a CRM like Salesforce or a Billing software like Zuora. **What do you dislike about Totango?** I think it can be hard to get things to work properly at times. It isn't the most user-friendly in terms of setup but once it is set up it works well. **What problems is Totango solving and how is that benefiting you?** It helps us solve our Customer Onboarding Journey with easy to complete tasks and stages. Also helps us determine who is at risk in our Customer Success pipeline. ### 32. Has made my work life so much easier! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** October 30, 2024 **What do you like best about Totango?** All the functionality from generating presentations to running campaigns. **What do you dislike about Totango?** For me this was a steep learning curve as I have not worked with a system like this before. There is a lot of new language to get used to. **What problems is Totango solving and how is that benefiting you?** Having all the data reagrding an account in one place. I access the timeline frequently, and at a glance I see every piece of key info in the overview. ### 33. Seamless and Customizable **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Consumer Services | Mid-Market (51-1000 emp.) **Reviewed Date:** May 20, 2024 **What do you like best about Totango?** I really love that you can tailor your experience to include exactly the things that are important to your day to day job and you can exclude things that might muddle your experience. It is user friendly and the aethetics are also great! The team helping set up your account as so very knowledgable. It is ideal for every day use and replacing multiple systems for one general use. **What do you dislike about Totango?** It can be a bit tricky to navigate and a tad overwhelming dealing with the amount of option you have to customize your experience however the team is FANTASTIC about walking you through their product and they are very educated on their platform. **What problems is Totango solving and how is that benefiting you?** It is solving having to use outdated applications that are not versatile and do not allow you to customize your experience to exactly what you need to see. It has everything is one place. ### 34. New to Totango-Loving it! **Rating:** 5.0/5.0 stars **Reviewed by:** Angela M. | Owner, Mid-Market (51-1000 emp.) **Reviewed Date:** May 21, 2024 **What do you like best about Totango?** We are still in the integration process of Totango, but so far the team has been very helpful and the implementation is going smoothly and on track! Our team is very excited for us to go live and it seems like it will be a very easy transition! **What do you dislike about Totango?** Some of the mapping to link items with SalesForce is a little confusing, but so far there is not much that we don't like! **What problems is Totango solving and how is that benefiting you?** It's so helpful to have all of our account data in one place instead of having to search everywhere for it. Again, we are still in the implementation process, but we cannot wait to go live. ### 35. Very useful for helping us manage and track how our clients are engaging with our product **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** January 31, 2024 **What do you like best about Totango?** Visually it's well laid out and easy to follow. It's intuative in tracking the things we'd want to track as a provider of a SaaS subscription model. The Company Profile pages are well laid out and it's quick and easy to find key data such as contract info, client engagement stats, interaction timelines, etc. The executive Dashboards are useful also to see **What do you dislike about Totango?** Not much, to be honest! If I could pinpoint one things it would be that it's slightly difficult to customise one or two things - such as amending the criteria for the 'health score' for our clients based on the exact criteria we need. I also thnk having some agents based in Europe (ie. on European time) for live support would be useful. **What problems is Totango solving and how is that benefiting you?** Having all our live client analysis in one place, so we can instantly see who the contacts are, what package they're on, how they're engaging with our SaaS product, when their subscription is due for renewal and therefore which clients need attention and support. This also helps us improve our conversations with clients. ### 36. Totango- Handy CS Tool **Rating:** 4.5/5.0 stars **Reviewed by:** Utkarsh A. | Senior Operations Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** September 02, 2024 **What do you like best about Totango?** Ability to integrate with several other tools like CRM, ERP's and Usage monitring tool. **What do you dislike about Totango?** Text limitation on attributes like text box or toouchpoints. limited functionality with collection. No customisation on Triggers. **What problems is Totango solving and how is that benefiting you?** Totango helped us bring data and information from several different tool in 1 platform. This save time aand ease of access to these information. ### 37. Meets most needs **Rating:** 3.5/5.0 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?** Easy to use and intuitive tool for managing client accounts **What do you dislike about Totango?** Pulling lists/views is not always easy to do and customize, would like to be able to customize to suit needs **What problems is Totango solving and how is that benefiting you?** Understanding customer health and usage Past history/conversations from previous reps Know where to focus time ### 38. Data tool - helpful but a hard to get the hang off **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Public Relations and Communications | Enterprise (> 1000 emp.) **Reviewed Date:** February 18, 2025 **What do you like best about Totango?** Data organization for CSM's and AM's, good to have all in one place and be able to be proactive/productive **What do you dislike about Totango?** At times it can be a lot and it can be easier to use **What problems is Totango solving and how is that benefiting you?** helping us to better track customer health, engagement, and satisfaction. ### 39. Customer Success platform - PA for CSMs **Rating:** 4.0/5.0 stars **Reviewed by:** Grace N. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** November 07, 2024 **What do you like best about Totango?** It notifies me on adoption trends for my customers. I am able to pull reports easily. The UX/UI is great. **What do you dislike about Totango?** - Cannot send emails, make calls, and sms within the platform - do not have notes section **What problems is Totango solving and how is that benefiting you?** Helps me identifying trends of customers which allows me to stay proactive. Reminds me when customer renewals are. ### 40. Totango in a big tech company **Rating:** 4.5/5.0 stars **Reviewed by:** Sanne v. | Business Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** August 14, 2023 **What do you like best about Totango?** In my eyes Totango is user friendly once you get the hang of it. Besides that it has a lot of features which makes it interesting in many different ways. **What do you dislike about Totango?** Because the system has many features, it also asks for an investment of time. **What problems is Totango solving and how is that benefiting you?** In our company Totango helps a lot with the insights in our clients. It gives us insights in their usage, is it an easy way to keep track of your administration and it is a great way to communicate with your clients ### 41. Strong tool for Client Management for a CSM **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** January 02, 2025 **What do you like best about Totango?** Helps ensure I stay organized and meet due dates. **What do you dislike about Totango?** Individual contact management feel clunky. **What problems is Totango solving and how is that benefiting you?** Ensuring client onbaording cadences are tracked and adhered to. ### 42. CSP Review From a Recent Sales Rep In SaaS **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** April 16, 2024 **What do you like best about Totango?** It's resources, ease of use, and flexibility. **What do you dislike about Totango?** Like running a query in SalesForce, you must work backward to achieve success with the initial outcome you're trying to achieve. In a perfect world, it would be a more straightforward application process that did not involve a general background of how the logic was written within the programming. You could argue that isn't that most software programs. IMP: I find running segments challenging, as I must search for filters that best fit my needs. I'd also like more integration vendors like Monday.com and increased integration with Slack. **What problems is Totango solving and how is that benefiting you?** As a former AE in sales, I relied heavily on CRM's Hubspot, SFDC, and Sales Logic, to name a few. I feel right at home with TT/ Totango CSP, except there's way more in-depth information on the client than I ever had access to when I was in sales. Totango serves up critical information in real-time from multiple stakeholders who have touchpoints on the client. Due to this capability, I can gather important information and provide the client with enhanced customer service as I can engage with the client from where their last engagement ended. ### 43. Account Executive/CSM **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Medical Devices | Small-Business (50 or fewer emp.) **Reviewed Date:** April 16, 2024 **What do you like best about Totango?** I love the ability to customize dashboards for easy viewing/transparency. It has helped me better manage my accounts as I oversee approx. 400 customers. Totango automates a lot of what was historically a manual, time consuming process so I may spend my time on projects and other things. **What do you dislike about Totango?** I wish Totango had more options for integrating custom email lists and segments. I would like to be able to cherry pick accoounts to add to different segments when the criteria included in the segment excludes them. What I mean by this: If a customer doesn't match on paper/data what a segment is including or excluding, I'd like to be able to override and add or remove single accounts that I know should or shouldn't be included because of factors unknown to Totango. **What problems is Totango solving and how is that benefiting you?** Forecasing is a huge one. It used to take hours/days to go through all 400 accounts and appropriately forecast before Totango. Now, I have an easily digestible way to have all of my accounts in one place and forecast so much faster. ### 44. Great tool to monitor users activity **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?** At glance have a view on my clients usage to help take informed decision **What do you dislike about Totango?** Not per say a good looking tool, but does the job. **What problems is Totango solving and how is that benefiting you?** Allows to see how much a client use the platform. ### 45. Totango Account and Product teams invested in our success **Rating:** 5.0/5.0 stars **Reviewed by:** Cassandra Y. | Enterprise (> 1000 emp.) **Reviewed Date:** January 24, 2024 **What do you like best about Totango?** Our CSM is definitely central to our success. Knowledgeable of the roadmap and tool capabilities, roping in resources as needed, solutioning with us and driving value from our investment. Our previous TAM was also excellent and readily available to assist with complex technical solutioning. The dedicated Onboarding team helped make our initial launch a success and realize a faster time to value in a short space of time than we ever accomplished over years from the other tool we migrated from. **What do you dislike about Totango?** Some product limitations: inability to capture long-term trending insights, but I know they are tackling enhanced reporting in their roadmap. Syncing frequency is sometimes a head-ache for our end-users. **What problems is Totango solving and how is that benefiting you?** Standardization of CS motions and enablement of CSMs - elevating expectations of CSMs and tracking performance Key insights into the health of the customer base, serving as an early warning system with actionable plays to mitigate risk and reduce churn ### 46. Totango is good for client data and user experience **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Public Relations and Communications | Enterprise (> 1000 emp.) **Reviewed Date:** February 18, 2025 **What do you like best about Totango?** Automated emails that can be sent from an internal address **What do you dislike about Totango?** Doesn't show how long someone spent on a specific task or function **What problems is Totango solving and how is that benefiting you?** Saving time on mass emailing new clients about Onboarding resources ### 47. In theory a great product **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Internet | Mid-Market (51-1000 emp.) **Reviewed Date:** February 25, 2025 **What do you like best about Totango?** Dashboards are great for at-a-glance visibility **What do you dislike about Totango?** If it's not built correctly, it's not super helpful. **What problems is Totango solving and how is that benefiting you?** Seeing the metrics all in one place, and receiving automatic reminders for tasks ### 48. Game Changer for Customer Success **Rating:** 5.0/5.0 stars **Reviewed by:** Mélanie O. | Chief Operating Officer, Mid-Market (51-1000 emp.) **Reviewed Date:** May 04, 2023 **What do you like best about Totango?** Totango helps my CSM team to manage our customers in the most flexible way possible. What I love about Totango is that it's so flexible that I can setup different segments of our user base in different ways. And the customer journey marketplace makes it super simple to get the reports I need without having to reinvent the wheel all the time. Also I really appreciate the way Totango manages feature requests. You know if they are going to be done or planned and then you get an update when they are implemented. **What do you dislike about Totango?** Some of the reporting is mainly done on a per user base but honestly they are working on it now and adding functionality all the time to fix this so no real complaints except could I have it yesterday. One hard thing about Totango is that you do need to have folks who administer it on a regular basis because otherwise things get tricky. **What problems is Totango solving and how is that benefiting you?** Managing a complex hierarchy of customers Managing different tasks Helping streamline and automate deployments and customer onboarding **Official Response from Lorena Fikes:** > Hi Melanie, thank you for the excellent review and for taking the time to share your feedback. We’re delighted that you’re getting value. We work hard to meet expectations like yours, and we're happy to hear we are doing just that for you. Best, Lorena ### 49. Using Totango as a Customer Success Manager **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** January 22, 2024 **What do you like best about Totango?** Totango is very helpful in that you can create event-based tasks which are then organized per Account as well as in a timeline to manage one's workload. It is essentially my home base that I start every day prioritizing my to-dos. Customer support is also very responsive. **What do you dislike about Totango?** Requesting new features is voted on by the entire Totango community, so it can take a long time to see changes that could make my workload more seamless. That, and it can be clunky such as with timestamping when a draft touchpoint is started, and not when it is completed/submitted. **What problems is Totango solving and how is that benefiting you?** Totango solved the problem of tracking communication with customers and understand where they stand in their journey. I as the CSM log every task and touch with my customers, and our CX Leadership can easily have a pulse on where our customers stand. ### 50. Empowering CX Solution **Rating:** 5.0/5.0 stars **Reviewed by:** Jessica S. | Programs Director, Mid-Market (51-1000 emp.) **Reviewed Date:** May 17, 2024 **What do you like best about Totango?** Being able to have automated Success Plays that fire off appropriate tasks handles so much and frees up a lot of mental bandwidth. **What do you dislike about Totango?** The inability to order my task list - I can only view the list of tasks in so many ways. I wish I could drag and drop the order of my tasks. **What problems is Totango solving and how is that benefiting you?** With a book of business over 350+, Totango solves the problem of keep up with each in terms of knowing their health, data usage, etc. and appropriate follow-up tasks. ## 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=5§ion=pricing&secure%5Bexpires_at%5D=2026-07-12+04%3A24%3A00+-0500&secure%5Bsession_id%5D=517a797c-db00-4349-bf07-785b922998bd&secure%5Btoken%5D=d41b3a793df7c83db2162d8cfa3b62971ac45e7fc0746170511c6efdb516832d&format=llm_user) ## Totango Integrations - [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 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) - [Revenue Hub](https://www.g2.com/products/revenue-hub/reviews) - [Salesforce Headless 360 Platform (formerly Salesforce Platform)](https://www.g2.com/products/agentforce-360-platform-formerly-salesforce-platform/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 (506 reviews) - [ChurnZero](https://www.g2.com/products/churnzero/reviews) - 4.7/5.0 (1,590 reviews) - [Planhat](https://www.g2.com/products/planhat/reviews) - 4.5/5.0 (928 reviews)