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Totango is a leader in Enterprise Customer Success on G2
Totango is a leader in Mid-Market Customer Success on G2
Totango is a leader in Small-Business Customer Success on G2
Totango is a leader in Customer Success on G2
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Totango is a leader in Customer Success on G2
Totango is a leader in Small-Business Customer Journey Analytics on G2
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Administrator in Telecommunications
Mid-Market (51-1000 emp.)

Game changing for success teams who have a lot of customers to manage

Great tool for automation of smart tasks. Being able to create your own workflows depending on the health of your accounts is so valuable. CSMs don't lose too much time analyzing the data but are immediately told what to do and when.From a manager's point of view, being able to monitor every touchpoint in your team's portfolios made me gain so much time. I can easily identify at-risk situations and or opportunities.Creating a segment, dashboard, report and campaign is SO easy and again very valuable for strategic thinking, both for the manager and the Csm.

Verified customer review at G2
Administrator in Telecommunications
Mid-Market (51-1000 emp.)

Game changing for success teams who have a lot of customers to manage

Great tool for automation of smart tasks. Being able to create your own workflows depending on the health of your accounts is so valuable. CSMs don't lose too much time analyzing the data but are immediately told what to do and when.From a manager's point of view, being able to monitor every touchpoint in your team's portfolios made me gain so much time. I can easily identify at-risk situations and or opportunities.Creating a segment, dashboard, report and campaign is SO easy and again very valuable for strategic thinking, both for the manager and the Csm.

Verified customer review at G2
User in Information Technology and Services
Mid-Market (51-1000 emp.)

Easy to Use

I really like having my notifications and tasks automated. It makes my life so much easier. I am solving the issue of creating my daily workflow. The tasks are very helpful in prioritizing my day.

Verified customer review at G2
User in Computer Software
Mid-Market (51-1000 emp.)

Totango'ed

Its intuitive, flexible and gives me what I need where and when I need it. Keeping on top of my customer portfolio, tracking tasks and touchpoints, it's my external brain....

Verified customer review at G2
Taylor B
Customer Success Manager
Small-Business (50 or fewer emp.)

Great capabilities and support - and on the free version!

Insight into our customers' actions/the ability to start measuring new feature adoption, the ability to segment and reach out to groups of customers efficiently, but still in a personalized way. Previously we had no real way to know how our product was being used, or even who was actively using it. We now have insight into all those things.

Verified customer review at G2
Pervez A
Customer Success Manager
Mid-Market (51-1000 emp.)

Great way to keep track of your accounts

They have great features that will help your team achieve its goals. Totango has a simple structure that will help your team get up to date fast when there is any change. Keep track of activity done for all Accounts, Renewals, managing EBRs, Notes/MOMs/ Account data all in a single place

Verified customer review at G2
User in Computer Software
Mid-Market (51-1000 emp.)

Customer Success CRM

I like how everything is in one place. Easy to keep track of notes. I like how we can add segments and update the customer journey stage. Lots of options on how to manage the account within Totango. Easy to use after a while.

Verified customer review at G2
User in Leisure, Travel & Tourism
Mid-Market (51-1000 emp.)

Totango has been a game changer for us

Totango allows us to continuously evolve how we look at our customers and their needs, usage of our platforms and the overall health of our relationship with them. This has helped us increase our renewal numbers and mine for new opportunities for growth more efficiently than ever before.

Verified customer review at G2
User in Computer Software
Mid-Market (51-1000 emp.)

Great Support, Built for Scale

The most stand-out aspect of Totango is their support team. Super fast, thoughtful, comprehensive. Simply outstanding. Their self-serve resources are also well above par, 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.

Verified customer review at G2
User in E-Learning
Mid-Market (51-1000 emp.)

Customer Success Game Changer

Our customer platform was not originally set up to remind unauthenticated account users to get in and set up credentials after their login token had expired. We're using Totango to identify and send timely reminders to unverified users. We've seen close to a 10% reduction in unverified accounts in a very short amount of time. More active users on an account means less churn and that's a great thing!

Verified customer review at G2
Mike A
Manager, Customer Success
Small-Business(50 or fewer emp.)

Fantastic CSM Platform for any size team

The layout of Totango is top-notch. With their successblocs, it is easy to keep everything organized throughout the entire customer journey. Before totango, our company didn't have the ability to view and segment customer data the way that we are able to do with Totango. From creating KPIs to campaigns, totango makes everything very simple and organized.

Verified customer review at G2
Narendra A
Associate General Manager
Small-Business (50 or fewer emp.)

Exhaustive Features for customer interactions

Go ahead with Totango as it has all the features that you would to maintain successful relationships with your customers

Verified customer review at G2
Administrator in Computer Software
Small-Business(50 or fewer emp.)

Community version is great for early stage startups

The price is right for a seed-stage company. The number of accounts and licenses allowed at the free level are enough to get us started and allow us to build things out now before we have the budget to pay for it. We will certainly sign on for the paid version when ready. Totango makes it super easy to pull reports, and ensure that all of our accounts are getting the same level of service. It is highly customizable and can be configured to your organization's liking. We are using Totango for all of our customer success metrics, data, and organization. Totango ensures that we are maintaining a level of service across all accounts.

Verified customer review at G2
User in Telecommunications
Mid-Market(51-1000 emp.)

Overall happy with Totango

Personalized boards, tasks, segments are so easy to create. The Salesforce integration is very convenient to keep track of every single account's activity.

Verified customer review at G2
Nicole B
Implementation Specialist
Enterprise(> 1000 emp.)

Love Totango

It's a one-stop program! It makes my job so much easier and helps me move from task to task fast! Thanks for a great program!

Verified customer review at G2
Noah H
Client Success Manager
Mid-Market(51-1000 emp.)

Does what it's supposed to, and well

We work in a fast-paced industry with a high number of clients per person, and per team. Being able to track our interactions/reference all of our shared notes when we worked with our clients really was a huge help. Totango has a clean interface and is quite quick, so it met our needs well. We also would do specific outreach campaigns on new features or times of year, and Totango did a good job of allowing us to share those in active, shared dashboards.

Verified customer review at G2
Sumita B
Enterprise(> 1000 emp.)

Totango enhances collaborative efforts among teams and is very helpful for account management

Totango provides insights regarding an account and helps me to solve many business issues of customers, and helps me to generate opportunities and achieve my quota.

Verified customer review at G2
Reviewer G2
Sarah T
Small-Business(50 or fewer emp.)

Easy…all the way!

I like the pre-built blocks. They are easy to customize. I find the examples provided are inspirational for the best practice out there. The team helping out during onboarding is knowledgeable and fun to work with. Overall, the structure of the software is easy to implement and adjust as things progress.

Verified customer review at G2
Reviewer G2
Srinivasan V I
Security Analyst
Small-Business(50 or fewer emp.)

Wonderful CRM with great details and works like a charm

Simplified UI, easy access to the details and graphical presentation are great. Has all the required details in a single pane of glass. You can add notes and tag them as you would like to get those and later get those specific ones using the tag filter. Keeps perfect track of Contacts renewal, licenses, subscriptions escalations, cases, value, etc. We can have the customer health score and keep track of the activities, timelines and their respective deadlines.

Verified customer review at G2
Reviewer G2
Benjamin H
Enterprise (> 1000 emp.)

Great onboarding experience!

The helpfulness and expertise of the team is second to none, and they are very good at ensuring they empower the end users to take control of their own instance of Totango, rather than doing it all and leaving you to it. Very clear roles and easy to understand who to go to for what.

Verified customer review at G2
Reviewer G2
Kai H
Mid-Market (51-1000 emp.)

Intuitive and Innovating Success Software Provider

Once you understand how the software is structured and how different parts of the product work together, implementing Totango actually becomes very intuitive and dynamic. Instead of coming up with one complex masterplan for your success strategy you can iterate and make changes to rules quickly. Everything follows a clear framework and logic which - when understood - makes it easy to translate all the implicit best practices and playbooks that you want your CSMs to apply in customer engagements into explicit and scalable rules with measurable outcomes.

Verified customer review at G2
Reviewer G2
Jan Petter R
Small-Business(50 or fewer emp.)

Newbie experience implementing Totango early phase – Self Service approach

Quick support and good user documentation. It is easy to get value quickly if you just poke around. They offered a free "full" version of the application to get me started. This is the only CS tool that does this to my knowledge. They have great workflow and process automation capacity using SuccessPlays which is dead easy to set-up. Data modeler module where you can define any attribute you like. Combined with a powerful API gives this solution the potential to act as a MASTER of all your customer master data which you can setup feeding all the other systems you might have that also require some customer master data.

Verified customer review at G2
Ashley G
Mid-Market (51-1000 emp.)

One of the best Customer Success Platforms!!!

Totango is incredible! Love how it integrates with Salesforce and helps me see day to day metrics related to my customers health. Its everything you want in one place - a place to log call notes, touch points, account history, attachments, internal notes, external notes - and integrates with your gmail as well. It has so many great features that monitor customer health and their journey which makes it so much easier as a Success Professional to do my job. I'd absolutely recommend.

Verified customer review at G2
Erika A
Small Business (50 or fewer emp.)

Great Tool for Managing Client Health and Lifecycles

Ability to track outreach, send email campaigns, and create health dashboards. I can quickly go to saved segments or create email alerts on particular areas of the client's health that I want to monitor. Creating user and client segments is easy, and you can pull in so many various data points to customize exactly what you want to see. The health dashboards are so useful to take a look day to day at client help and be able to be proactive in both calling out successes and acting on red flags. Scorecards! Helpful to keep track of goals.

Verified customer review at G2
Juan G
Senior Vice President, Customer Success
Enterprise(> 1000 emp.)

Incredible platform for a single source of success

Totango offers a comprehensive customer journey mapping and success planning interface for all phases of the client lifecycle - from acquisition and onboarding, through adoption and value actualization with growth and renewal. Visibility, segmentation, and executive reporting are tremendous strong-suits for this platform, as is individual contributor planning and task-tracking.

Verified customer review at G2
Robert T
Mid-Market(51-1000 emp.)

Great for CSat! A+++ For Salesfoce Integration!

Totango is very user friendly from a CSM leader, manager and a Salesforce Admin angle. It provides the user analytics, day to day user reports and health scores we need. As a Salesforce Admin, I need an App that is simple to deploy, maintain + easy to get data from and that will stay connected Totango hits all those buttons.

Verified customer review at G2
Evyatar S
Customer Success Manager
Enterprise(> 1000 emp.)

Successfully implemented Totango for Customer Success organization

Totango helped me not only to mange the team day to day task, but to support my engagement model, and automate our processes. with that, my management has a full visibility to the customer health. I integrated automation between our product and Totango, this helped me to identify on real time opportunities, risks, and increased my team efficiency. Besides the great technology, Totango has a great team that is supporting all my need with a high level of professionalism.

Verified customer review at G2
Janet Price
Customer Success Director
ACS Technologies

Totango High Level Overview

Because our company does not use Salesforce, Gainsight was difficult to implement and keep updated. With Totango being built on its own architecture we will more easily able to implement the product and got value within 60 days versus very little value with Gainsight in over a year of trying to implement and utilize. The white glove customer care we get from Totango is also light years better than what we had before.

Verified customer review at TrustRadius
Keara Noyd
Customer Success Manager
SHIFT Media

Totango gets the job done!

Totango has streamlined our workflows and has consistently proven to be an easy to use system. We know exactly what to look out and how to the read the data which makes us better at our jobs. Additionally, our Manager creates CTAs in response to the triggers we've set up. This makes it super easy for us to know what to do, when to do it by, and to keep busy!

Verified customer review at TrustRadius
Brian Merritt
VP of Customer Success
TrustPilot

Without having a tool like Totango in place, our growth could not have been supported.

Totango is deployed globally, across 17 offices and 100+ Success Managers. We run more than $100 million in revenue through the platform..."

Erin Rangi
Customer Success Manager
Sumo Logic

Already providing value!

I can settle in for an afternoon where I have no meetings and go through every alert and task and feel confident I am not missing anything in my 100+ account patch. It helps to highlight accounts that may have slipped through the cracks and dramatically reduces the mental load of keeping on top of everything.

Verified customer review at G2
Anne Rahm

Totango helps me stay organized and in close contact with clients!

I appreciate that Totango helps me stay in touch with my customers and no one slips through the cracks!

Verified customer review at G2
Marianne Fe Danabar
Customer Success Associate
Schneider Electric

Easy to use and complete

I like that I can do numerous things with the tool such as tagging the status of the customer and I can add specific touchpoint. I also like that it shows the health of the customer and the profile page shows the total portfolio value from all the paying customers. Overall, Totango is a very useful tool and I like that it's always updating new features and capabilities.

Verified customer review at G2
Christtian Pinto
Account Manager
Zoom Video Communications

Managing my customers with Totango

It allows us to see the customer's lifecycle from onboarding all the way through to quarterly business reviews, upsells and CHURN prevention, allowing us to maximize our time and ensure customer happiness.

Verified customer review at TrustRadius
Monster
Katie Yagoodnick
Customer Success
Monster

Increased retention rate by 11 points!

We've been able to increase our retention rate by 11 points... which is no small feat.

View the Monster customer story
Lisa Carns
Customer Account Manager
Sumo Logic

Great investment and I am grateful to use it.

I love having the ability to track what I am doing to help my customers. Every day I can come in and see who needs attention based on my Notifications, Attention, and Agenda. I like having a birds-eye view of my accounts and I love seeing My Portfolio go from being Red to Green!

Verified customer review at G2
Vincent Frisina
Director of Marketing
Visage Mobile

Totango

It helps us determine how likely my customers are to renew. I also have alerts set up for when customers exceed their contracted subscription, are within certain contract windows, or haven't used the software in certain time frames.

Verified customer review at TrustRadius
Shannon McCormick
Customer Success Manager
SolarWinds

Totango for Customer Success

While newer to Totango, it has been a solid experience. It seems very fluid and has solid ways to keep properly tasked and up to speed with my accounts. I look forward to the continued use. We are still on the surface of it so I am excited to see more as we learn the product more thoroughly. I strongly appreciate the Task view, it helps me to be more organized in my structure and approach with my partners.

Verified customer review at G2
Janet Price
Customer Success Director
ACS Technologies

Totango High Level Overview

The biggest plus to Totango's platform is that it is genuinely intuitive. My team was easily able to login for the first time when we launched and easily find information, accounts and other data points that were important to them with minimal training. New users also easily find their way around the system and it makes it so much easier to get employees up to speed when there is no huge system learning curve.
The segmentation engine is also a great tool that is visually appealing and easy to navigate and quickly change filters to create dynamic and usable segments on the go. These segments can easily be used to start calls to action, campaigns, and many other things. We are able to quickly and succinctly find and act on information.

Verified customer review at TrustRadius
Jim Mercer
Jim Mercer
Head of Customer Success
Zoom

You have one of the best tools on the planet.

Companies like Totango, which I've been using for 3 years really helps us as it relates to how we scale and partner with our customers.

Jaclyn Navarro
Customer Success Manager
Aircall.io

Totango is Great!

It is great for building and creating reports so I know which accounts to touch base with. Totango has great organization and helps see the status of those accounts that are in poor health.

Verified customer review at TrustRadius
Keith Strodtman
Keith Strodtman
COO, Cusotmer First
SAP

Totango has proven to be a good partner

We chose Totango largely because we felt that they were going to be a good partner and Totango has proven to be a good partner.

William scupham
Customer Success Manager
Buildout, Inc.

First-time success org's experience with Totango

Working with Totango has forced us to think about customer goals at all. It sounds wild, but we didn't really think about goals until our use of Totango.

Verified customer review at G2
Verified customer review at TrustRadius
Dilip Kumar
Dilip Kumar
COO, Group Services
NTT

A scalable model

"We had to radically transform to find new sources of value... to have a sustainable, scalable model."

Jamie Rodriguez
Director of Customer Success
Data Intensity

It's about acting on data

"Its not just about collecting and organizing data, but acting upon it. Totango has the right interface to do that..."

Andersen Yu
Team Lead, Customer Success
Front

Totango for Data Driven Customer Success Teams

Totango is currently used by our Customer Success organization. We implemented Totango so our customer success managers can have more visibility into health/activity metrics per client in their book.

Verified customer review at TrustRadius
Ryan Radel
Customer Success Associate II
OnShift

Totango Helps Tame my Outreach Timelines

Totango is used by our Customer Success team to ensure we are proactively outreaching to our accounts. There are certain tasks that generate to ensure we are in constant contact. It has been easy to customize to suit the needs of our department and industry.

Verified customer review at TrustRadius
Marc Pladet
Customer Success Manger
NTT

Totango journey to success

Totango is used across the whole organization. It gives all the necessary data and the right focus of attention on the topics we need to address with our clients to create optimal customer success.

Verified customer review at TrustRadius
Stephen Wilson
Sr. Director of Customer Success
On24

It Actually Only Takes One: Totango

Our Customer Success and Renewal Sales organization uses Totango to provide insight into client utilization, client health, contract status, and client "TouchPoints" and interactions with the CSMs and Sales team. Allows us to create playbooks (Sets of actions) for our CSMs for certain conditions like a new contact is in play, or client has a support incident logged. It helps address the need for more granular real time insight into client health so we don't have to rely on lagging indicators like NPS or CSAT Survey scores.

Verified customer review at TrustRadius
Jamie Wang
Director of Customer Success
Wiser

Imperative for Customer Success and Many Other Teams

We are using the tool to track user engagement to see the various actions specific users are taking. This helps us better understand use cases and challenges a user my face. Beyond that, it gives a nice quick glance into seeing what is happening across a large group of customers to try and find clients falling into bad health and proactively reach out to them if they have stopped using the tool.

Verified customer review at TrustRadius
Ning L
Application Developer
Mid-Market Company

Imperative for Customer Success and Many Other Teams

This product helps the user on easy understanding the customers or clients behaviors regarding their products or business. With Totango is very simple to know how often and for how long is the product used. Easy reports building and customizing and how its simple creating anything requires tracking and still Totango performs nicely on process Automation and providing a great communication channel.

Verified customer review at G2
Bianca G
Senior Solutions Architect
Mid-Market Company

Perfect customer engagement customer lifecycle management product.

The customizable email campaign capability its a big plus for this tool and the building of productive reports and the segmenting ability is another good thing about Totango.The user activities tracking with Totango lands you to the useful results and the operations Automation power helps very much on business production improvement and on revenue management i can also recommend the tool and the tool itself is quite simple to get started.

Verified customer review at G2
Jason B
Senior Director, Customer Success
Mid-Market Company

Invaluable customer success tool.

Powerful ability to segment customers. Strong integrations with Salesforce and Slack. Ability to log customer contacts by BCCing emails into the system is critical for keeping a deep history of customer contacts. Highly configurable. Solid task tracking capabilities. Very helpful when multiple people or teams collaborate to serve the customer.

Verified customer review at G2

Recognized Leader in Customer Success

Our customer success platform and mobile app have won awards from leading experts across the technology space.

More than 10,000 businesses run on Totango. Shouldn't you?

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