Gain unparalleled visibility of your customers.
The hub of customer data — organized into simple, modular tables and charts.
The hub of customer activity - prioritize your day in less than 10 minutes with My Portfolio
Aggregate multiple dimensions of customer data into a single representation.
Track product usage in real time by accounts, users, actions, and modules.
View, monitor, and manage support requests.
Manage your tasks and organize your day.
Create, define, and track metrics to understand the business results your customers are getting with your product.
From built-in best practices to robust segmentation and reporting, you'll have all the tools you need to accelerate success.
Define and operationalize customer success best practices effectively for successful outcomes. 20+ out-of-the box journey templates including Onboarding, Product Adoption, Renewal and more.
Design, run, measure, and optimize your best customer engagements all in one place.
Powerful automation feature for delivering consistent and proactive customer success practices
Define and track goals visually using one or more KPIs to ensure you are on track to achieve your goals.
Segments let you quickly analyze your customers data. Filter by users or accounts to stay ahead of behaviors.
Visualize and understand trends over time, monitor fluctuations, and track segments' changes.
Store and organize all relevant customer materials in a central location. Attach assets to Tasks and Touchpoints for easy sharing of information.
Totango enables you to communicate effectively and efficiently with customers.
Accelerate CRM productivity with flexible and customizable tasks and touchpoints that can be automated to help your team plan their day.
Create engaging, customizable email campaigns with drag and drop components that give you the ultimate flexibility to customize out templates or build your own from scratch.
Identify bottlenecks or friction and improve the service you are delivering to your customers with NPS and CSAT surveys.
Manage and track your customers’ mutual goals and action plans and share the progress of the plan with customers in a live online portal. Customers can view the Plan and complete tasks assigned to them.
Align your team with specific “Objectives” that can be tracked and drive value for your customer. Create, store, and manage specific objectives that can be assigned to customer accounts.
Give your team the freedom and control they need to easily create and manage customer presentations (QBRs, EBRs, and more).
The best Customer Success happens in real-time. Get up to date alerts and notifications to enable success-forward activities.
Get notified of customer health changes in real time so you can act quickly.
Get notified when a task or touchpoint is added or modified.
Know when your customers need support. Get real-time updates on status.
Customize, classify, assign, and organize your users and teams for efficient and affective customer success.
Classify your users based on their organizational roles in the system.
Control access to data and actions users based on their organizational roles ensuring compliance to corporate security standards.
Group users into different teams manually or using the HR reporting hierarchy and control access to data visibility.
Manage low and medium touch flows by assigning tasks within a SuccessPlay dynamically to optimize resources.
Totango’s Customer Health in the Executive Console gives you the ability to segment, examine, and drive health across your entire customer portfolio.
Segment, examine, and drive health across your entire customer portfolio.
Plan, track, forecast and report on revenue from your existing customer base.
Establish reporting around customer success activities and measures the productivity of the customer success team.
Monitor usage in real time by accounts, users, actions, and modules.
Below is a sampling of the powerful features the Totango platform includes. Get a live view of all the capabilities we provide to activate customer success.
Easily edit all your Customer Success data and workflows through an intuitive administrative interface
Totango’s modular Customer Journey approach gives you the flexibility to add and makes changes as needed without costly re-deployments.
Connect all customer data streams to reflect the unique, personal, and value-driven relationships you have with your customers.
Create, organize, and manage the Attributes and Metrics associated with your instance of Totango.
Bring data into Totango from anywhere, in any format.
Create and send custom forms to internal users to facilitate gathering of account information.