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

Using Totango Day to Day to Manage my Customers

What do you like best? the simplicity, the design and how I can see everything in a single timeline What do you dislike? the fact that we don't have a plugin to automatically add our email interactions to the accounts, but rather it relies on us remembering to bcc a specific email address What problems are you solving with the product? What benefits have you realized? Totango has made touchpoints simpler and smart, I can easily attach files to my accounts and everyone from my team ...

Makes my day so much better

What do you like best? I love the fact that everything is so simple and easy to use. It's streamlined and easy to navigate, making daily tasks so efficient What do you dislike? Nothing! So far it's been incredibly helpful for prioritizing my client's tasks. It would be beneficial if there was a way to integrate with Google Calendars so I could allocate time to my tasks each day. However, to address this, currently I have a daily block in my calendar so I can go through all my Totango ...

Totango Review for Account Management

What do you like best? It makes it very easy to see and manage your tasks in a central, automated location that leaves a lasting resource for future people that follow me in my role. What do you dislike? There's not a lot of flexibility for managing teams that work on the same accounts. What problems are you solving with the product? What benefits have you realized? I'm solving automation/scaling programs for making sure I engage my customers -- I like the ability to segment into ...

Love it!

What do you like best? Success plays allow me to stay on top of declining health by alerting me to it rather than me needing to go check all the time. What do you dislike? I wish I could see more granular usage data but that might be our fault. Logging in to the product isn't always a good indicator of health. I like to see them complete certain tasks or access particular features. What problems are you solving with the product? What benefits have you realized? I am able to ...

Good Tool That Could Use Some Improvements

What do you like best? Customer health, value metrics, segments, and modules used What do you dislike? Lack of ability to add titles to touch points and tag contacts Recommendations to others considering the product: Definitely give it a demo What problems are you solving with the product? What benefits have you realized? Being able to prioritize work with segments and view customer health at a glance is invaluable

Still Learning, But Enjoying!

What do you like best? I can easily see a client's health score and the reasons for it. I can also review the timeline of interactions. What do you dislike? The initial sorting of clients can be problematic. If I sort on a certain column, like client name, enter a touchpoint for the client, then return to the client list, the original sort returns and I have to re-sort. What problems are you solving with the product? What benefits have you realized? Our organization has identified ...

Positive Overall Experience

What do you like best? I like that it consolidates most of our data usage into one place. I like that it tells me the different activities happening to my customers that I might not be included in, and I like the task management and successflow processes. What do you dislike? We need to have more integration into the sales, churn, and revenue processes. They are an important part of the CSM workflow and Totango does seem to have any of this available, at least not that we have been ...

Great platform for tracking customer progress

What do you like best? Everything is right there, no clicking into menus to find things. What do you dislike? Would like to be able to add more words per note. What problems are you solving with the product? What benefits have you realized? Understanding customers health.

Great for my Organiziation

What do you like best? Zoe and the automated reports sent to me. Love the reminders that I'm given for the automated tasks as well and easy way to set up follow-ups for me to remind myself of what needs to be accomplished. What do you dislike? Sometimes the data fails and creates errors in the system which makes the data incorrect What problems are you solving with the product? What benefits have you realized? I've realized the benefits of automatically tracking my renewal dates ...

Great overview of accounts and task management via task and touch points.

What do you like best? Tasks, high-level overview of account analytics What do you dislike? Inability to see Accounts and their linked domain via segments What problems are you solving with the product? What benefits have you realized? Keeping up to date on when accounts have been communicated to and what touch point was utilized