Account Profiles

Impeccable organization, actionable insights

View and take action on the most critical customer information.

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The Account View is the hub of customer information and lets your organization consume the most important customer information at a glance. Quickly understand your customer’s state using interactive charts, and take action based on those insights. 

It is customizable by account type and/or by team, allowing you to tailor the most important information to see for that account and that team.

Metrics that matter

Weed through the signal-to-noise and see only what is pertinent to your customers and your organization by customizing a variety of cards to display the most important metrics to you.

See what's driving customer health

Identify your evangelists — see top users and usage trends from the Account View, in addition to specifically crafted metric cards that give you the instant “why” behind your customer’s health.

Work your agenda

Take action from your Account View page, managing Tasks and Touchpoints, running SuccessPlays, and saving key customer assets.

Surface real-time insights into your entire customer base, all in one place.

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

“The greatest benefit that we’ve seen with Totango so far is just visibility, getting visibility into some of the customer success metrics. ... and then also to track the activity and actions we’re taking around those metrics and the reaction that we’re having as a result of those metrics is awesome to see, and great to have visibility and transparency into.”

Keith Strodtman, COO, Customer First | SAP
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See why thousands of businesses trust Totango to improve customer retention, manage renewals, uncover expansion opportunities, and drive predictable revenue growth.