Totango Reviews in April 2025: User Ratings, Pros & Cons

Great tool to scale and manage customer success operations!

What do you like best? The most recent update to the segments has been great! It allows CSM's to quickly segment accounts to specific information! What do you dislike? While new releases are somewhat frequent, the updates tend to be a little messy, and often aren't working as intended on the first release, but the Totango team is usually pretty quick to address the issues and push the fixes out quickly. What problems are you solving with the product? What benefits have you realized? ...

Great insight in customer health

What do you like best? The best feature is the integration with SFDC. This gives us a good overview of all the opportunities out of SFDC for adoption and whitespacing of our services and solutions in the Totango dashboard. It also works the other way around: creating new accounts and adding objects in Totango that will update SFDC. From a manager perspective this a great way of having a overview of the team performance: Number of activities, account coverage, health scores etc. We use ...

Interesting and Useful Program

What do you like best? We are new users of Totango and I like having our database in an interactive format. I like the new Ibiza overlay. It allows me to sort and organize my tasks by priority. What do you dislike? I would like to be able to move/rearrange the account fields in a particular order. I would think that an email interface would be helpful so I can do all my work in Totango instead of moving from multiple programs. I would like to be able to get a report or extract of the ...

Getting better every day.

What do you like best? I like the ability to customize my tasks based on priority and call back date. This gives me a better snapshot of my day, week and month. What do you dislike? I do not like the integration restrictions with my Salesforce lightning. Specifically not having the capability or understanding (which might be the case and need additional training) to integrate my opportunity and pipeline into my scheduled rotating callbacks. Recommendations to others considering the ...

Solid platform - makes my day to day easier to manage

What do you like best? love the direct integration to our Salesforce platform. What do you dislike? Would like for real time updates instead of awaiting for the platforms to sync with one another What problems are you solving with the product? What benefits have you realized? managing daily task and creating unique segments that help me identify areas for opportunity. Response from Christine Knific of Totango edit We're glad you are leveraging your data and the tools in ...

Excellent client management solution

What do you like best? Totango is very thoughtfully laid out. What helps me out the most on a day to day basis is being able to manage my to-dos through the task function. I also appreciate the automated reports that we can receive on a scheduled basis. Having the ability to store important information through assets is very useful, particularly when transitioning on to a new client or when a colleague leaves the organization unexpectedly. What do you dislike? Some of the concepts can ...

Totango has allowed us to do Customer Success much better

What do you like best? The ability to set up segments and triggers so reminders and tasks are automatically generated helps us do our Customer Success so much better. Most of our work is around the adoption of our newest products and proactive reaching out to these customers to make sure they have what they need to be successful using our product as a tool for their ministries. Also to gather needs that they have to share with our Product Management team. What do you dislike? Would be ...

Solid Product

What do you like best? Really helpful to manage account outreach and stay on top of customers. Before implementing togango, customer outreach was based on google calendar and previous email touches. Much easier to see the health of an account as well. What do you dislike? could offer a better way of editing health scores. It's great that they're not editable but sometimes could be inaccurate based on previous conversations with the account. What problems are you solving with the ...

Easy to navigate, straight forward layout.

What do you like best? I've got my scheduled tasks for the day that I don't have to think about too much. I can easy identify my list of accounts for a specific successbloc i.e. renewal, onboarding. What do you dislike? Doesn't play nice with our internal systems. We have convoluted labels and its difficult to group in Totango. What problems are you solving with the product? What benefits have you realized? Identifying clients who are at risk we may not have noticed before. ...

Good tool to keep track of your customers if you have a large portfolio of clients

What do you like best? I like that by putting all touchpoints into the system I can relax and not have to keep complicated notes or CSVs, I can put my tasks for the future and then forget about it and Totango will take care of the rest. What do you dislike? It has more to do with the implementation that your company does of the tool but if they do too many segments and too many types of touchpoints it can get quite messy. What problems are you solving with the product? What benefits ...