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1,039 Totango Reviews
Overall Review Sentiment for Totango
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What I like most about Totango is that information is kept in one place and it's easy to update & tailor it to every client that I manage. Very useful platform and easy to use! Review collected by and hosted on G2.com.
If I add new information, sometimes I need to refresh the page to see the changes, which is a bit frustrating in some situations. Health scores are also something that's not always showing relevant info. Review collected by and hosted on G2.com.
As a new user of totango we still have a lot to learn but we are already seeing the benefits from the successBlocs, automated campaigns and dashboards. Review collected by and hosted on G2.com.
We haven't found anything that we dislike so far. Review collected by and hosted on G2.com.
Totango provides me with a visual motivator to take appropriate actions to improve the experience for my clients. I love the health score calculation and the ability to access this information from a dependable mobile app as well as the desktop. Review collected by and hosted on G2.com.
The biggest downside is that we aren't able to create email drip campaigns in Totango. We have mentioned this to them before and they listen to their customers - they are actively working to add this feature that would eliminate our need to create email drip campaigns in Hubspot. One other small thing that bugs me is that my notifications don't load completely without a browser refresh. I mark the ones I can see as "read" and expect it to load additional notifications if it shows that I have more remaining, but it only does this if I refresh my browser. Review collected by and hosted on G2.com.
The most stand-out aspect of Totango is their support team. Super fast, thoughtful, comprehensive. Simply outstanding. Their self-serve resources are also better than most, really easy to find and digest. In terms of the UI, it feels modern and intentional. They manage to put a ton of info in a small amount of space without making it feel cluttered. I also like how I'm able to customize the view based on how I work Review collected by and hosted on G2.com.
I really don't love how touchpoints (e.g., calls, meetings) are so hard to see within the Timeline. I can't see immediately beyond the most recent conversation (I have to click in).
I dislike how Timeline includes "Completed Tasks" which I can foresee being full of nonsense auto-triggered events.
I miss having an "Account Summary" free text space for each customer, but I use the "Plan" section for that. However, this field is not visible from the Mobile App. Given how heavily I find myself using that free-text space as an account summary, this is a challenge. Review collected by and hosted on G2.com.
very compact- everything we need is there. And if we need to access another platform, it's so much easy. Review collected by and hosted on G2.com.
Totango's missing his calendar system in booking a schedule with a customer. Having your own calendar is much easier than using another platform to book a schedule. Review collected by and hosted on G2.com.
Being able to find anything you need to know about a customer easily. And the ability to sort customers based on specific characteristics/behaviours. Review collected by and hosted on G2.com.
Would love if it was easier to write back to Salesforce from Totango Review collected by and hosted on G2.com.
Totango isn't the most powerful client success platform out there from my research, but they are growing their software all the time, and their team is very responsive. What I like best is that they are actively improving, taking client feedback into account, and that their pricing is affordable for small businesses. Review collected by and hosted on G2.com.
The software sometimes runs slow and takes a while to load. Our team also really wishes it had email templates - but again, their team is responsive and has asked our feedback about templates. They've let us know they're currently working on them and hoping to roll them out soon. Also - when a task is assigned to someone, they don't get a notification, which can lead to tasks being missed. This seems like a pretty simple functionality that's been missed. Review collected by and hosted on G2.com.
I like being able to view all of my portfolio on my customized dashboard Review collected by and hosted on G2.com.
text in boxes not viewable in while entering content. Save/Done button showing but have to scroll to end of form Review collected by and hosted on G2.com.
The ready made successblocks, availability of resources, and their follow up and support. Review collected by and hosted on G2.com.
The user experience can be improved by included easier descriptions and an easier way to manage clients on the system. Review collected by and hosted on G2.com.
