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

Totango helps us deliver top-notch customer success

What do you like best? Having SuccessPlay workflows to direct and track the CSM action items has been extremely helpful. And the framework of SuccessBlocs has given us the ability to see our goals and track the metrics accordingly. All of this is wrapped in a beautiful, easy-to-use interface. Lastly, our designated CSM (Agour) was incredibly knowledgeable and extremely helpful with suggestions and solutions. What do you dislike? It would be great to have the ability to export text ...

Engaging customers with Totango

What do you like best? Totango is very good at presenting customer information in a well organised way that allows us to understand what actions are required with minimum effort. In addition some actions, like email campaigns, can be automated within Totango based on how clients engaged (or don't engage) with us. I particularly like success blocs and campaigns. What do you dislike? The javascript configuration has been difficult for us because the tracker requires both a user id ...

Satisfactory Customer Success Software

What do you like best? Lots of features, some of which are more helpful than others. It is nice to have lots of tools available on hand in the suite. What do you dislike? Lots of product updates that are not good. Product has accessibility issues for blind users. Recommendations to others considering the product: It is a good product if you don't have any means of organizing customers. If you already have tools for this, consider if it is worth getting a customer success tool like ...

Review

What do you like best? Manage tasks & workflow of managing portfolio What do you dislike? exporting segments into excel format are odd and take time to format. What problems are you solving with the product? What benefits have you realized? Workflow of managing client relationships I don't forget things to do. Response from Christine Knific of Totango edit Hi, thanks for your review and feedback! We'd like to help with the export and segmentation experience you've ...

CS Manager

What do you like best? I like the tagging feature and the health score, and the task manager. What do you dislike? The fact that it doesn't update right away. Recommendations to others considering the product: Do it! It will help you stay organized and on top of your clients. What problems are you solving with the product? What benefits have you realized? I love the fact I know who to reach out to so we can better judge the health of an account and reduce the risk of ...

Invaluable for Taking Over a CSM Team and Portfolio

What do you like best? Being new to an organization and inheriting 100+ clients, Totango helped me get a full understanding of the health and history of the client base I was taking over. It allowed me to do this quickly and effectively, from not only a client by client basis, but my entire portfolio from a high level view. What do you dislike? My only dislike is in some areas there is a lack of open notes fields, or I cannot find them. For example, in contact fields besides the ...

Generally pleasant.

What do you like best? Totango is helpful in terms of keeping my accounts and my daily work organized. I like the notifications and the ability to run segments based on what I deem pertinent. What do you dislike? Sometimes the data is inaccurate. It is difficult to trust the numbers and I still find myself constantly going to tableau to make sure that what I am seeing is correct (active users, primarily). What problems are you solving with the product? What benefits have you ...

Totango has helped keep our information and data in a central location that we have not had before.

What do you like best? I like that my Managers can see quickly at a glance what is going on with an account. What do you dislike? I wish we could search for Tasks and Touchpoints. It seems we have to scroll through all of them to find one thing we are looking for. Recommendations to others considering the product: Make sure if you are bringing data into Totango from a different system, that the data is as clean as possible. It would be helpful to see another Company like ours ...

Reporting on a customer level needs more detail and timestamps

What do you like best? It is helpful to use the filters and segments to organise and extract data based upon different focus areas What do you dislike? Reporting on a customer level needs more detail and timestamps the health score is inaccurate but aware this is likely a configuration set by us What problems are you solving with the product? What benefits have you realized? Some aspects of my BAU job role are now less manual

Great product

What do you like best? a very easy to use interface and a very fast support resposne What do you dislike? intergation with our internal platfrom was not that easy Recommendations to others considering the product: Try it, the platform will keep you and the success team will make sure that you are satisfied * Our personal CSM (Agour) is extremely responsive, professional and gives solutions with a great attitude What problems are you solving with the product? What benefits ...