We've been using this platform at work, and it's been incredibly helpful in streamlining our day-to-day operations. One of the biggest upsides is how user-friendly the setup is—getting everything up and running was quick and straightforward.

I also really appreciate how easy it is to view all of my segments and create custom reports. The layout is intuitive, and I can easily find the information I need without digging around.

My favorite feature is the Task tool—it’s been a game changer for staying on top of my daily objectives. It helps me stay organized, prioritize my work, and ensures that nothing slips through the cracks. Review collected by and hosted on G2.com.

Overall, the platform is very strong, but occasionally I’ve found that certain filters can be a bit limited when trying to narrow down specific segments or data. It would also be helpful if there were more customization options within reporting templates to better match our internal reporting needs. These aren’t blockers, but improvements here would make the platform even more efficient. Review collected by and hosted on G2.com.

Totango is very easy to use. Totango provides easiest way to keep track of client information and Activities. Task reminders really help in managing client related task very efficiently. It makes customer success managers life easy. Totango customer support is also very prompt and helpful. Review collected by and hosted on G2.com.

Nothing to dislike as such for now. Timely updates and new feature addition will really help more. Review collected by and hosted on G2.com.

I like how easy Totango makes it to track customer health and engagement in one place. The dashboards are intuitive, and it’s great for staying on top of renewals and customer success activities without juggling multiple tools. Review collected by and hosted on G2.com.

Sometimes the platform can feel a bit slow when loading large datasets, and setting up certain automations takes more steps than expected. But overall, it’s manageable once you get used to it. Review collected by and hosted on G2.com.

It is clear and easy for new employees to understand. Connections to Salesforce are good and data can be used for customer purposes. Working with the tasks helps a lot and the automatic Successplays are suitable for daily use. To quickly obtain information, it is okay. Review collected by and hosted on G2.com.

It does not have the comprehensive features that I am familiar with from other tools. We lacked detailed information on customer accounts, simpler overviews of customer status, and health ranking. More proactive features would be helpful, and the sync with our product was not good. I miss more active customer insights that I can use in meetings and provide added value to the customer. The timeline is also confusing, and you can't filter or categorize anything. Review collected by and hosted on G2.com.

It gives a user friendly way to track many metrics for accounts. Review collected by and hosted on G2.com.

I think the email integration can be improved, but is still sufficient Review collected by and hosted on G2.com.

All insights on a single page with the ability for me to flag status and concerns for my management. Review collected by and hosted on G2.com.

Too many points of functionality were gated behind license tiers wihch my managerment wasn't willing to go for. Review collected by and hosted on G2.com.

Totango works really well for our team! It gives us clear visibility into how customers are using our product and helps us track interactions and performance. We can easily spot when a customer might be at risk and take action quickly. It also helps us scale our efforts and stay aligned with customer needs. Overall, a solid and helpful platform! Review collected by and hosted on G2.com.

Some parts of the platform can take time to learn, but once you’re up to speed, it’s a very effective tool for customer success teams. Review collected by and hosted on G2.com.

Totango is a great CSP if it's your first time getting into a CSP. Data is easily managed (as long as your data is generally clean) and being able to set your customer health is great. Review collected by and hosted on G2.com.

I believe Totango is at a bit of a crossroads with features. Some more standard features from other CSPs are missing. For example, depending on how you want to track customer touch points, if you are working with a corp person that applies to maybe 3 or 4 of the site-level businesses. There's no way to tag those child sites in your touch points. No "@" ability. Which from a tracking standpoint doesn't help all that much when looking at a single site and wanting to see all initiatives. Review collected by and hosted on G2.com.

Clean interface, with a user first design. Success plays, campaigns, timeline and objectives are excellent features. Review collected by and hosted on G2.com.

Feature set could be overwhelming for establishing Customer Success organisations. Recommend a "lite" version. Review collected by and hosted on G2.com.

Totango's specialized focus as a Customer Success Management (CSM) CRM, offering tools specifically designed for managing customer relationships throughout their lifecycle. Its purpose-built nature for customer success teams differentiates it from generic CRMs, with features tailored to tracking customer health, engagement, and retention metrics all in one platform. Review collected by and hosted on G2.com.

The platform's interface can be somewhat complex for new users, requiring a steeper learning curve than simpler CRM tools. Review collected by and hosted on G2.com.