Generate impactful customer account summaries

Use AI to generate on-demand concise, impactful summaries of customer accounts to enable faster, more informed decisions.

Customer success software your business can’t outgrow

Totango provides unlimited scalability and unmatched time to value—no matter how big your customer portfolio grows or how many team members need visibility into customer data.

Generate on-demand, concise summaries faster

Save time and eliminate the need to manually analyze account data or run multiple reports.

Make smarter, better informed decisions easily

Quickly prioritize and proactively manage your customers with fast insights into risks and trends.

Drive alignment across the organization

Improve cross-functional collaboration and alignment around account status and priorities.

AI is a productivity multiplier, which can take ROI from CS teams to the next level—the opportunity for more timely upsell detection, signaling which customers could benefit from additional products and services based on previous closed won data is just one example.

Eran Ashkenazi
Chief Customer Officer, SentinelOne

Analyze account info

Allow AI to analyze important customer value metrics and account attributes to create a concise overview of the customer. 

Customer email campaigns
In-app experiences

Surface key insights

Review a summary of customer account information to easily identify usage, health, sentiment, and other key insights.

Take action

Act on Totango’s recommended next steps based on AI’s analysis of your customer data to address churn risk or identify expansion opportunity.

Automate customer touchpoints
In-app experiences
Automate customer touchpoints

AI Account Summary

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Customer success software your business can’t outgrow

Totango provides unlimited scalability and unmatched time to value—no matter how big your customer portfolio grows or how many team members need visibility into customer data.

Generate on-demand, concise summaries faster

Save time and eliminate the need to manually analyze account data or run multiple reports.

Make smarter, better informed decisions easily

Quickly prioritize and proactively manage your customers with fast insights into risks and trends.

Drive alignment across the organization

Improve cross-functional collaboration and alignment around account status and priorities.

customer email marketing, personalized email communication, email audience segmentation, automated email workflows

AI is a productivity multiplier, which can take ROI from CS teams to the next level—the opportunity for more timely upsell detection, signaling which customers could benefit from additional products and services based on previous closed won data is just one example.

Eran Ashkenazi
Chief Customer Officer, SentinelOne

See why thousands of businesses trust Totango to improve customer retention, manage renewals, uncover expansion opportunities, and drive predictable revenue growth.