Totango Features

Totango

Accelerate Revenues with Customer Engagement Management

4.21/5 (19 reviews)

Competitor Feature Comparison

Account Alerts
Account Management
Alerts/Notifications
Campaign Management
Collaboration Tools
Communication Management
Complaint Monitoring
Conversion Tracking
Customer Engagement
Customer Journey Mapping
Customer Management
Customer Segmentation
Dashboard
Data Visualization
Drip Campaigns
Engagement Tracking
Event Triggered Actions
Feedback Management
Health Score
Knowledge Management
Lead Management
Multi-Channel Data Collection
Negative Feedback Management
Onboarding
Performance Metrics
Predictive Analytics
Product Data Management
Referral Tracking
Reporting/Analytics
Revenue Management
Sentiment Analysis
Survey/Poll Management
Template Management
Usage Tracking/Analytics
Visual Analytics
Win / Loss Analysis
Learn moreCompare App
Account Alerts
Account Management
Alerts/Notifications
Campaign Management
Collaboration Tools
Communication Management
Complaint Monitoring
Conversion Tracking
Customer Engagement
Customer Journey Mapping
Customer Management
Customer Segmentation
Dashboard
Data Visualization
Drip Campaigns
Engagement Tracking
Event Triggered Actions
Feedback Management
Health Score
Knowledge Management
Lead Management
Multi-Channel Data Collection
Negative Feedback Management
Onboarding
Performance Metrics
Predictive Analytics
Product Data Management
Referral Tracking
Reporting/Analytics
Revenue Management
Sentiment Analysis
Survey/Poll Management
Template Management
Usage Tracking/Analytics
Visual Analytics
Win / Loss Analysis
Visit WebsiteCompare App
Account Alerts
Account Management
Alerts/Notifications
Campaign Management
Collaboration Tools
Communication Management
Complaint Monitoring
Conversion Tracking
Customer Engagement
Customer Journey Mapping
Customer Management
Customer Segmentation
Dashboard
Data Visualization
Drip Campaigns
Engagement Tracking
Event Triggered Actions
Feedback Management
Health Score
Knowledge Management
Lead Management
Multi-Channel Data Collection
Negative Feedback Management
Onboarding
Performance Metrics
Predictive Analytics
Product Data Management
Referral Tracking
Reporting/Analytics
Revenue Management
Sentiment Analysis
Survey/Poll Management
Template Management
Usage Tracking/Analytics
Visual Analytics
Win / Loss Analysis
Learn moreCompare App

Mobile apps

iOS App


6 reviews

Requires iOS 12.3 or later. Compatible with iPhone, iPad, and iPod touch.

Totango Feature Reviews

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

Justin U.

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

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
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Thomas L.

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 G.

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
Alex L.

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
Leighann R.

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
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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
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
(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
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

Building a report is not as straightforward as it could be.

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
Anonymous
Partner, Customer Success & Account Management (Management Consulting company, 11-50 employees)
Verified Reviewer

Good CS platform that is easy to set up & leverage

2020-10-09

Good. My only advice is make sure you read the contract and ask about the onboarding and CS options.

Pros

Good self-service download demo to implement without any human contact with the company.

Cons

I would just read the contact information about what is included and what isn't.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Free Trial

Frequency of use: Daily

Likelihood to recommend

8/10
Source: GetApp
Helpful?   Yes   No

Response from Totango


Thank you for taking the time to give us a review. We value your feedback. Our Community Edition has been designed to be easy and intuitive to set up for new Customer Success Teams. If you need additional functionality or support like extra onboarding, we have both affordable packages and custom pricing options available, please just let us know what you are looking for. Thanks again!

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Aleena R.

Tracking customer insights

2019-05-06

Pros

Really love the 'health status' as it helps track activity levels of leads and narrows down the focus on different customer groups

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
(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
(Hospitality company, 11-50 employees)

Totango could be better. It could also be worse.

2019-02-11

I've been responsible for its use for a few years, and am not thrilled with this software. We use it to track for our account managers, and even they are frustrated by this.

Pros

I like the hierarchy that is allowed for customers, though I wish this was more extensive.

Cons

Their focus on their slack integration instead of resolving basic feature requests is problematic.

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
Balarka H.

Not the best out there

2019-07-08

Pros

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

Cons

Not really an easy way to seamlessly fit your requirements

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
(Information Technology and Services company, 501-1000 employees)

Nice monitoring

2019-08-22

Pros

Good control over my book of business to catch issues.

Cons

New releases aren’t that smooth and need refinement.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

8/10
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 S.

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

2012-06-14

Enough has been said about increasing customer engagement on the web.

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