Totango Features

Totango

Accelerate Revenues with Customer Engagement Management

4.22/5 (18 reviews)

Totango Feature Summary

  • Activity Streams
  • Conversion Streams
  • Engagement Score

Competitor Feature Comparison

Customer Activity Reporting
Customer Experience Management
Customer Profiling
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Customer Activity Reporting
Customer Experience Management
Customer Profiling
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Customer Activity Reporting
Customer Experience Management
Customer Profiling
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Mobile apps

iOS App


4 reviews

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Requires iOS 11.0 or later. Compatible with iPhone, iPad, and iPod touch.

Totango Feature Reviews

16 reviewers had the following to say about Totango's features:

Justin Ulrich, MBA

Grade the health of your customers

2018-06-19

Its open API integrates directly into our software product, so getting data is relatively close to real time.

Pros

Totango help grade the health of your software product users. We use Totango to determine which users are return users, how often they use our product, and for how long. We can then campaign to users based on usability. It also has a marketing component built in.

Cons

It integrates to marketing automation platforms, but you need to use a third party software like Zapier to integrate.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Thomas Laughlin

Totango for the daily user

2019-11-12

We have also automated a number of our processes to kick off email campaigns when usage is low, when customers are behind in payment and when customers provide feedback. We have better engagement and faster payments.

Pros

I really like the Segments section which allows me to run reports on a number of different data segments on my customers.

Cons

Members on our team each have more than 100 customers and the system seems more geared towards teams with smaller bases but more touches/deeper dives.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Rosa Gandler

A good starting CS software

2020-02-18

Pros

The ease of use, ability to quickly and easy customize email campaigns and reports

Cons

Major gaps in functionality (that they are slowly closing) - but still limited ability to automate and pre-populate data in fields to streamline CSM workflows.

Rating breakdown

Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

5/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Real Estate company, 501-1000 employees)

Great tool for Customer Journey Insights

2018-03-09

Pros

Totango gave us a lot of different, integrated data points to understand how our interactions were impacting our new and existing customers.

Cons

Out of the box functionality is great but you do you have to work with their tech and onboarding team pretty closely when it comes to integrations and customizations of the data views and communciation inputs.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Alex Leinweber

Totango Review

2017-01-05

We have recently tested out Totango for customer lifecycle management and have been impressed by the ability to set up health indicators and both report on progress and provide our sales agents with a funnel for conversion and customer activity.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Computer Software company, 51-200 employees)

Great generally for overall customer health

2019-02-14

provides a great general overview of portfolio health

Pros

very easy to use, gives a great general idea of overall customer health of your portfolio at a glance

Cons

You need a subscription to a 3rd party tool like Zapier for example

Rating breakdown

Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Aleena R

Tracking customer insights

2019-05-06

Pros

Totango provides multiple data points for a particular customer journey.

Cons

Have not experienced any negatives so far

Rating breakdown

Ease of use
Features

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Hospitality company, 11-50 employees)

Totango could be better. It could also be worse.

2019-02-11

We use it to track for our account managers, and even they are frustrated by this.

Pros

I like the qucik automation and tracking of user actions.

Cons

I don't like that there are many fields which can't be rolled down, for some strange reason.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No
Read more
Leighann Robinson

Totango is an awesome engagement measurement tool

2019-03-05

Pros

It is fully integrated with our CRM which enables me to get quick insight at a glance before calling a customer.

Cons

I wish it could self gen reports that would be client facing!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Computer Software company, 51-200 employees)

Helpful, relatively easy to use.

2018-06-11

Pros

The ability to build reports, tier accounts by health and dollar value.

Cons

There is a lot of work internally to customize for our team.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Balarka Hajra

Not the best out there

2019-07-08

Pros

Customer SuccessFlows can be a good tool to track your customers and health mixes.

Cons

It's overly expensive and needs tremendous amount of customization to fit your needs.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

4/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Computer Software company, 501-1000 employees)

Gets the job done

2019-11-13

Pros

Totango has helped us run interesting segment reports of customers and better evaluate their risk levels with the aid of automation.

Cons

Tons of software updates that don't actually help - make the day to day workflow more complicated. Very difficult to view timeline of conversations - takes way too many clicks.

Rating breakdown

Ease of use
Features

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Information Technology and Services company, 501-1000 employees)

Much better Reporting that's saved me time

2019-08-21

Totango has helped me stay on top of poor health accounts that need more attention. It's also helped me forecast what accounts I think are renewing, cancelling, upgrading or downgrading. I like being able to see what accounts have been reached out to by support or sales too that way there's no overlap when I reach out.

Pros

Easy reporting/able to make segments on almost everything I need to track.

Cons

There's been a couple times where Totango has done some updates that our team did not like such as the new Tasks not showing all the Icons, rather it's in a drop down.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Computer Software company, 51-200 employees)

Very useful for sales teams

2018-06-04

Pros

Totango is user-friendly, especially for an overall non-technical user base. The data in Totango allows both the pre- and post-sales teams at my company to better collaborate, have insight into accounts, and overall give me a snapshot of the customer so I can best focus my time.

Cons

Some of the data can be misleading or incorrect.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Rakesh Sharma

Review of Totango A Real-time Customer Engagement Platform for Online Businesses

2012-06-14

Totango is an excellent tool that enables you to track and measure this metric.

Pros

Great way to attract new customers and convert existing ones

Cons

The installation process could be simpler

Source: GetApp
Helpful?   Yes   No
Read more
Anonymous
(Computer Software company, 501-1000 employees)

Totango Review

2019-09-03

Pros

I how easy it is to customize some aspects.

Cons

The health score isn't always a good indication of what the health of the account is.

Rating breakdown

Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more