Gain unparalleled visibility of your customers.
The hub of customer data — organized into simple, modular tables and charts.
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Your hub of customer activity, My Portfolio helps you prioritize the day in 10 minutes flat.
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Aggregate multiple dimensions of customer data into a single representation.
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Totango enables multi-product portfolios, deep account hierarchal relationships so that you can influence your customer's health at the right level.
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.
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.
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.
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Choose from a gallery of SuccessBLOCs, pre-built from best practices and ready to use.
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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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Powerful automation feature for delivering consistent and proactive customer success practices
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Define and track goals visually using one or more KPIs to ensure you are on track to achieve your goals.
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.
A modular framework to package best practices around important customer journeys. Define and operationalize customer success best practices effectively for successful outcomes.
Programmatically affect customer health or impact user behaviors with hand crafted messages automatically personalized for each user.
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Deliver a branded campaign experience when your user interacts with your campaign.
Manage and track your customers’ mutual goals and action plans and share the progress of the plan with customers in a live online portal.
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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.
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Connect all your data streams in one place for a complete, actionable view of your customers.
Connect all customer data streams to reflect the unique, personal, and value-driven relationships you have with your customers.
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Create, organize, and manage the Attributes and Metrics associated with your instance of Totango.
Create custom health definitions for any account type or level using advanced formulas of attributes, custom metrics, and roll-up metrics.
Create and send custom forms to internal users to facilitate gathering of account information.
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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.
Assign customer-focused work to team members based on their skill sets and availability, rather than a designated customer book of business.
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