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Everything you need to achieve success

Your toolbox of features to manage customer success.
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Totango Intelligent Customer Data Platform

Actionable Customer 360

Gain unparalleled visibility of your customers.

Account Profile
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The hub of customer data — organized into simple, modular tables and charts.

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User Profile
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The hub of customer activity - prioritize your day in less than 10 minutes with My Portfolio

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Customer Health Score
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Aggregate multiple dimensions of customer data into a single representation.

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Product Usage
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Track product usage in real time by accounts, users, actions, and modules.

Support Tickets
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View, monitor, and manage support requests.

Tasks & Timeline
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Manage your tasks and organize your day.

Custom Metrics
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Create, define, and track metrics to understand the business results your customers are getting with your product.

See your customer health in real-time.

Automated Lifecycle Management & Playbooks

From built-in best practices to robust segmentation and reporting, you'll have all the tools you need to accelerate success.

Customer Journey SuccessBLOCs
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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.

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Customer Experience Canvas
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Design, run, measure, and optimize your best customer engagements all in one place.

SuccessPlays
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Powerful automation feature for delivering consistent and proactive customer success practices

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Scorecards
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Define and track goals visually using one or more KPIs to ensure you are on track to achieve your goals.

Segments
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Segments let you quickly analyze your customers data. Filter by users or accounts to stay ahead of behaviors.

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Reporting & Analytics
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Visualize and understand trends over time, monitor fluctuations, and track segments' changes.

Asset Management
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Store and organize all relevant customer materials in a central location. Attach assets to Tasks and Touchpoints for easy sharing of information.

Create your first SuccessBLOC in minutes. Get started today.

Customer Communication that Converts

Totango enables you to communicate effectively and efficiently with customers.

Assign Tasks & Touchpoints
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Accelerate CRM productivity with flexible and customizable tasks and touchpoints that can be automated to help your team plan their day.

Email Campaign Designer and Template Library
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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.

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Surveys
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Identify bottlenecks or friction and improve the service you are delivering to your customers with NPS and CSAT surveys.

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Outcome Success Plans and Customer Portal
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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.

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Alerts & Notifications

The best Customer Success happens in real-time. Get up to date alerts and notifications to enable success-forward activities.

Health Changes
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Get notified of customer health changes in real time so you can act quickly.

Tasks & Touchpoints
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Get notified when a task or touchpoint is added or modified.

Support Tickets
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Know when your customers need support. Get real-time updates on status.

Knowing is half the battle. Get proactive with your Customer Success.

Organize Your Team for Scale

Customize, classify, assign, and organize your users and teams for efficient and affective customer success.

User Roles & Assignments
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Classify your users based on their organizational roles in the system.

Permissions
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Control access to data and actions users based on their organizational roles ensuring compliance to corporate security standards.

SuccessTeams
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Group users into different teams manually or using the HR reporting hierarchy and control access to data visibility.

Dynamic Assignment
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Manage low and medium touch flows by assigning tasks within a SuccessPlay dynamically to optimize resources.

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Executive Console

Totango’s Customer Health in the Executive Console gives you the ability to segment, examine, and drive health across your entire customer portfolio.

Customer Health Configuration
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Segment, examine, and drive health across your entire customer portfolio.

Revenue Center
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Plan, track, forecast and report on revenue from your existing customer base.

Team Spolight
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Establish reporting around customer success activities and measures the productivity of the customer success team.

Usage Center
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Monitor usage in real time by accounts, users, actions, and modules.

Drive customer success across your entire portfolio.

AI & Machine Learning

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.

Early Warning System
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Alerts & Notifications
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SuccessPlay Effectiveness
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Churn Predictor
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Health Auto Tuning
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Platform Administration and Data Management

Easily edit all your Customer Success data and workflows through an intuitive administrative interface

Self-Service Control and Global Administration
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Totango’s modular Customer Journey approach gives you the flexibility to add and makes changes as needed without costly re-deployments.

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Customer Data Hub
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Connect all customer data streams to reflect the unique, personal, and value-driven relationships you have with your customers.

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Data Modeler
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Create, organize, and manage the Attributes and Metrics associated with your instance of Totango.

Integrations
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Bring data into Totango from anywhere, in any format.

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Rapid Insight Forms
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Create and send custom forms to internal users to facilitate gathering of account information.

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Enterprise Management
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Totango offers a number of enterprise features including Authentication with SF, Google and Slack, SSO, ITSM, Foreign Key Mgt (Cononical ID), SCIM, Totango Shield, Domain White Labeling, and more.

Connect all customer data in one place.

More than 5,000 businesses run on Totango. Shouldn't you?

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