Totango - Detailed Review
App Tools
Totango - Product Overview
Overview of Totango
Totango is a leading customer success software that plays a crucial role in helping businesses drive product adoption, prevent customer churn, and grow expansion revenue. Here’s a brief overview of its primary function, target audience, and key features.Primary Function
Totango is designed to support cross-functional teams, including customer success, sales, and other post-sale teams, in delivering exceptional customer experiences and driving business growth. It helps businesses align their revenue and post-sale teams to ensure they never miss critical customer interactions.Target Audience
Totango’s target market includes companies across various industries, such as SaaS, e-commerce, and technology, that are focused on improving customer retention, driving product adoption, and increasing revenue through customer success initiatives. It caters to businesses of all sizes, making it a versatile solution for a wide range of organizations.Key Features
Customer Health Monitoring
Totango allows businesses to track the health of their customers in real-time, enabling them to identify at-risk customers and take proactive measures to prevent churn.Engagement Tracking
The platform monitors customer engagement across various touchpoints, including emails, calls, and in-app interactions, to ensure customers are actively using and deriving value from the products or services.Data Management and Integration
Totango connects all customer data streams, including financial data, product usage, support tickets, touchpoints, users, and customer feedback, into a single source. This dynamic, schema-less active customer index technology is central to all its products.SuccessBLOCs
These are pre-built customer success program templates embedded with industry best practices and expert knowledge. SuccessBLOCs help businesses quickly achieve their business goals and are easy to customize.Automation and Personalization
Totango automates manual tasks to improve efficiency and effectiveness, and it allows for personalized campaigns using email and in-app messages to improve engagement, adoption, and influence revenue opportunities.Customer Segmentation
The platform enables businesses to segment their customer base, allowing for targeted marketing, boosted engagement, and driven results based on customer groups.AI-Powered Growth Intelligence
Totango offers Unison, an AI-powered growth intelligence engine that predicts churn with precision using standard or custom AI models to analyze customer engagement data. By leveraging these features, Totango helps businesses deliver exceptional customer experiences, prevent churn, and drive revenue growth. Totango - User Interface and Experience
User Interface Overview
The user interface of Totango, a Composable Customer Success platform, is designed to be intuitive and user-friendly, facilitating efficient management of customer success processes.Navigation and Layout
The interface features a clear and organized layout. Upon logging in, users can expand the left navigation menu to access various sections of the platform, which may vary based on the user’s permissions and the team they are currently viewing.Key Navigation Features
- The global search bar at the top allows users to quickly find the data they need, making it a central tool for accessing information.
- The profile section enables users to customize their settings, including uploading a photo, changing passwords, and adjusting notifications. Users can also switch between different team views if available, which helps in focusing the data and customizing the interface.
Core Features and Views
The main screen of Totango displays various views that help users manage customer data effectively.Data Management Features
- Users can view lists of data, such as all accounts in onboarding, which can be adjusted into different layouts to facilitate work. These views are referred to as “segments”.
- The platform includes an Executive Console that provides a holistic view of data, including customer health, usage, and revenue trends across all customers. This feature is particularly useful for monitoring overall performance.
User Experience
The overall user experience is enhanced by several key features.Ease of Use
- Ease of Use: Totango is praised for its intuitive and easy-to-use design, making it accessible even to those who are not highly familiar with technology. Users appreciate the clean presentation of data and the ability to obtain insights quickly.
- Customization: The platform allows for significant customization, including configuring team permissions, health profiles, and system settings to align with business goals. SuccessBLOCs, pre-built customer success program templates, are also easy to customize and help achieve business goals quickly.
- Automation and Efficiency: Totango automates many manual tasks, improving efficiency and effectiveness. It also enables the creation of personalized campaigns using email and in-app messages to boost engagement, adoption, and revenue opportunities.
Feedback and Improvements
While users generally find Totango user-friendly and effective, there are some areas for improvement.Areas for Improvement
- Some users have noted a learning curve, particularly in comparison to some CRM solutions, but overall, the platform is considered easy to implement.
- There have been reports of occasional performance issues, such as system outages during maintenance, which can impact user schedules. However, the support team is generally responsive in resolving these issues.
Totango - Key Features and Functionality
Totango: A Comprehensive Customer Success Platform
Key Features and AI-Driven Functionalities
Customer Health Scores and Monitoring
Totango uses AI to calculate customer health scores based on multiple dimensions such as product engagement, support tickets, and customer feedback. This helps in monitoring customer health signals and proactively engaging with customers to prevent churn.Customer Segmentation
The platform allows for advanced customer segmentation using AI. Users can create segments with simple text queries, leveraging generative AI to identify groups of customers with common characteristics, such as low health scores or decreased product utilization.Predictive Modeling and Churn Prediction
Totango’s AI-powered predictive modeling, particularly through its Unison Customer Intelligence Engine, predicts churn by analyzing customer engagement data. This engine uses standard and custom AI models to provide precise churn predictions, helping teams stay ahead of potential churn pitfalls.Automated Integrations and Workflows
The platform introduces generative AI enhancements that enable plain language-to-code generation for integrations and systems connectors. This allows users to connect Totango with other systems, such as Salesforce CRM, using simple text queries, eliminating the need for technical resources.AI Assistant and Natural Language Queries
Totango’s AI assistant enables users to find and surface information quickly using natural language queries. For example, users can ask the system to identify customer profiles with specific characteristics, making it easier to manage and analyze customer data.Content Creation and Personalization
Through its partnership with Jasper AI, Totango integrates AI into content creation, allowing customer success teams to generate personalized content 10 times faster. This AI-driven content creation is customized based on company information, style guides, and brand voice, ensuring consistency and efficiency.Opportunity Identification and Smart Content
The platform uses AI to identify cross-sell, upsell, and white space opportunities. It also suggests smart content relevant to the stage and tone of the deal, helping teams to engage customers more effectively and drive revenue growth.Automated Alerts and Notifications
Totango provides automated alerts to drive targeted actions and improve customer experience. These alerts are set up based on predefined conditions, ensuring that teams are notified and can take action promptly.Journey Mapping and Data Analysis
The platform offers journey mapping capabilities, allowing users to create visualizations of customer journeys based on behavioral data. This, combined with advanced data analysis, helps in understanding customer behavior and tailoring engagement strategies accordingly.User and Account Management
SuccessBLOCs
Totango uses SuccessBLOCs, pre-built customer success program templates embedded with industry best practices. These templates are easy to customize and help teams quickly achieve their business goals.User, Role, and Access Management
The platform allows for configuring team permissions, health profiles, and other system settings to align customer journeys with business goals. This ensures that the right people have the right access to the right information.Data Management and Integration
Dynamic Data Integration
Totango’s dynamic, schema-less active customer index technology connects all relevant customer data streams, including financial data, product usage, support tickets, and more. This integration provides a single source of truth for customer data, enhancing day-to-day workflows.Conclusion
In summary, Totango leverages AI to automate tasks, predict customer behavior, personalize content, and integrate data from various sources, all aimed at enhancing customer success and revenue growth while improving team productivity. Totango - Performance and Accuracy
Evaluating Totango’s Performance and Accuracy
Evaluating the performance and accuracy of Totango in the App Tools AI-driven product category involves examining its key features, user feedback, and areas for improvement.
Performance
Totango is praised for its ability to provide visibility into customer health through real-time data integration. It helps companies track user engagement, such as how often users interact with the product and for how long, which is crucial for campaigning and improving user retention.
The platform has recently introduced generative AI enhancements, which include plain language-to-code generation for integrations and automated workflows. This feature allows users to connect Totango with other systems, like Salesforce CRM, using simple text queries, reducing the need for technical resources.
Totango’s automated workflows and visual representation of customer relationship hierarchies are also highlighted as strengths. These features help in identifying highly engaged customers and streamlining onboarding and product adoption processes without the need for manual data uploads or deep customizations.
Accuracy
In terms of accuracy, Totango’s data collection and analysis are generally reliable. The platform uses sensors to track data across specified web pages, providing insights into customer behavior and health scores. However, some users have reported occasional data sync issues and glitches, which can affect the accuracy of the data presented.
The ROI Metrics feature, which helps companies measure product performance, is based on objective data collected from the product itself, rather than subjective metrics like customer satisfaction surveys. This approach aims to provide a more accurate picture of customer health.
Limitations and Areas for Improvement
Despite its strengths, Totango has several areas that need improvement:
Integrations and Customizations
While the new AI-powered features simplify integrations, some users still find it necessary to use third-party tools like Zapier for certain integrations. Additionally, there is a desire for more flexibility in integrating custom email lists and segments.
Dashboards and Templates
There is a lack of out-of-the-box dashboards and templates, which can make it difficult for managers to review their teams’ performance.
User Interface
Some users find the platform not very intuitive, requiring a learning curve to locate necessary information. There are also complaints about too many pop-ups and a cluttered layout.
Task Management
The task management features are considered basic, and users find it cumbersome to map out success planning.
Notification Customization
Notifications for tasks can be overwhelming, and there is a need for more customization options for non-admin users.
In summary, Totango performs well in providing real-time customer health insights and automating workflows, but it has areas for improvement, particularly in user interface, integration flexibility, and task management. Addressing these limitations could enhance the overall user experience and accuracy of the platform.
Totango - Pricing and Plans
Plans and Pricing
Starter Plan
- Cost: $249 per month
- Users: 2 users
- Customer Accounts: 500 customer accounts
- Features:
- Single account hierarchy
- 2,000 emails per month
- Team collaboration
- Basic customer success and retention tools
This plan is suitable for small businesses or those just starting with customer success management.
Enterprise Plan
- Cost: $1,099 per month (or $2,988 per year)
- Users: 10 users
- Customer Accounts: Up to 2,000 customer accounts
- Features:
- Hierarchical account structure
- 5 teams
- Multi-dimensional health tracking
- 10,000 emails per month
- Customizable options with add-ons
- Enterprise Customer Success Manager
This plan is designed for larger organizations that need more advanced capabilities.
Premier Plan
- Cost: Custom pricing; contact the sales team for details
- Users: 20 practitioner seats, 3 viewer seats
- Customer Accounts: Up to 10,000 customer accounts
- Features:
- Unlimited teams
- 1 development instance for testing
- Customizable add-ons
- 10,000 opportunity records
- 2,500 video views
- Dedicated account team
This plan offers the highest level of scalability and customization, making it ideal for large and complex organizations.
Additional Options
Customer Intelligence Engine
- This is a standalone AI-powered growth intelligence engine that can be used with or without the Customer Success Platform.
- Standard AI Models: Includes platform access, standard model for risk detection, key moment tracking, one bi-directional CRM/CSP integration, Slack and email alerts, and 3 customer tiers (segments).
- Custom AI Models: Includes everything in the Standard model plus a custom model, additional integrations, SSO, customer CRM objects, and a 6-month model evaluation.
Customer Growth Platform
- This platform centralizes customer data and focuses on driving revenue growth.
- Growth Plan: Includes 2,500 customer accounts, up to 5 Salesforce custom objects, customer goal tracking, playbook designer, expansion signals, and limited integrations.
Free Options
- Free Trial: Totango offers a 14-day free trial for users to explore the platform before committing to a paid plan.
- Free Forever Plan: Although not detailed extensively, Totango mentions a free forever plan, but the features included in this plan are not specified in the available sources.
For precise and customized pricing, especially for the Premier and Enterprise plans, it is recommended to contact Totango’s sales team directly.
Totango - Integration and Compatibility
Totango Overview
Totango, a customer success software, is highly integrated and compatible with a wide range of tools and platforms, making it a versatile solution for managing customer relationships and driving revenue growth.
Data Integration
Totango allows you to integrate any customer data, regardless of the format, from various sources across your organization. You can connect data streams using pre-built solutions, APIs, or by uploading data files from platforms like Dropbox, MinIO, or directly from your local machine. This includes integrating financial data, product usage, support tickets, touchpoints, user information, and customer feedback.
CRM and Sales Tools
Totango seamlessly integrates with popular CRM systems such as Salesforce, HubSpot, Zoho CRM, and MS Dynamics. These integrations enable you to stream CRM information directly into Totango, providing a comprehensive view of customer interactions and health.
Communication and Collaboration Tools
It integrates with communication tools like Microsoft Outlook, allowing users to log emails and replies as TouchPoints on the customer’s timeline in Totango. Additionally, Totango connects with Microsoft Teams and Slack, making customer data accessible whenever needed.
Data Warehouses
Totango supports integrations with various data warehouse solutions including Google BigQuery, Microsoft SQL Server, Redshift, Snowflake, and Databricks. These integrations help in streaming data directly from the data warehouses, reducing the dependency on operations and data teams and enabling easier integration management.
Marketing and Analytics Tools
The platform integrates with marketing automation tools like SAP Marketing Cloud and product analytics platforms such as Pendo and Mixpanel. This helps in gaining a holistic view of customer usage and analytics from different product sets.
Workflow Automation
Totango integrates with workflow automation tools like Segment and Zapier. These integrations automate repetitive tasks, streamline workflows, and provide greater insights into customer behavior. With Zapier, you can connect Totango with over 2,000 apps to automate your work.
Customer Support and Feedback
It connects with customer support tools like Zendesk chat powered by Sunshine Conversations and imports tickets data from Jira, attaching it to Totango accounts. This ensures all customer interactions and support data are centralized and easily accessible.
Revenue Intelligence and Community Engagement
Totango also integrates with revenue intelligence platforms like Gong and Chorus, and with customer community hubs like Higher Logic, helping businesses to engage community members and follow up on product ideas effectively.
Cross-Functional Visibility
By integrating with these various tools and platforms, Totango provides cross-functional visibility into customer interactions and communication. This helps in increasing retention, renewal, and expansion by aligning revenue and post-sale teams effectively.
Conclusion
In summary, Totango’s extensive integration capabilities make it highly compatible across different platforms and devices, enabling businesses to streamline their workflows, improve team efficiency, and drive customer success.
Totango - Customer Support and Resources
Totango Customer Support Options
Totango offers a comprehensive array of customer support options and additional resources to ensure users can effectively utilize their AI-driven products.Help Centers
Totango provides dedicated help centers for each of its main products, including the Customer Success Platform, Unison, and Catalyst. These help centers serve as a one-stop resource for quick answers to common questions, submitting support tickets, and staying updated on the latest feature releases.Educational Resources
For in-depth learning, Totango’s Campus offers on-demand training courses. Here, users can view the course catalog, earn badges, and become Totango certified. This ensures that users are well-equipped to maximize the benefits of the platform.Community Support
Totango fosters a strong community where users can collaborate and engage with peers in customer success. Joining the Totango community allows users to benefit from shared resources, insights, and best practices curated by other users. This community support is available for all three main products: the Customer Success Platform, Unison, and Catalyst.Service Status Updates
To ensure users are always informed about the performance of Totango’s services, real-time service status notifications are provided. This keeps users updated on any issues or maintenance, helping them plan and manage their workflows accordingly.Integrations and Data Connectivity
Totango allows users to integrate a wide range of data streams from various platforms such as CRM systems (like Salesforce, HubSpot, and Zoho CRM), marketing automation tools (like SAP Marketing Cloud), and other business applications (like Microsoft Dynamics and Jira). This integration capability helps in automating data streams, improving cross-functional visibility into customer interactions, and enhancing collaboration.Customer Context and Support Tools
Totango also offers tools that bring more customer context into support conversations. For example, the Totango app for Zendesk provides insights about individual users, account health, and product engagement, enabling support agents to offer more personalized and efficient support.Additional Features and Tools
The platform includes features such as automated workflows, customer segmentation, and the ability to pull in all relevant customer data into a single source. These features help in managing customer experience, preventing churn, and increasing revenue growth. Additionally, tools like the Unison Customer Intelligence Engine and the Catalyst Customer Growth Platform provide advanced AI-powered insights for predicting churn, identifying expansion opportunities, and driving strategic customer growth.Conclusion
By leveraging these resources, users can ensure they are making the most out of Totango’s AI-driven products and achieving their customer success and revenue growth goals. Totango - Pros and Cons
Advantages
Automation and Efficiency
Totango automates many previously manual processes, allowing account executives to focus on other critical projects. This includes event-based tasks and automated workflows that streamline customer journeys.
Integration Capabilities
Totango integrates seamlessly with other systems of record, such as Salesforce CRM, using simple text queries to generate code snippets for integrations. This eliminates the need for technical resources.
AI-Driven Features
Totango has introduced generative AI enhancements, including plain language-to-code generation and the ability to create customer segments with simple text queries. These features enhance productivity and reduce the time needed to create new content and programs.
Customer Health Insights
The platform provides real-time customer health scores, segmentation, and automated workflows to help teams identify churn risks and upsell opportunities. This enables proactive engagement strategies to enhance customer experiences.
Customization
Users appreciate the ability to customize dashboards for easy viewing and transparency, which is particularly helpful in managing a large number of accounts.
Forecasting
Totango improves the efficiency of forecasting by providing an easily digestible way to view all accounts and forecast faster.
AI-Driven Churn Intelligence
With the Unison growth intelligence engine, Totango offers AI-powered solutions to predict churn, detect risk, and identify customers ready for expansion. This includes both standard and custom AI models for different business needs.
Disadvantages
Customer Support Quality
The quality of customer support is inconsistent, which can be a significant drawback for users who need reliable assistance.
Complex Setups
While Totango is generally easy to implement, complex setups may require third-party tools, adding an extra layer of complexity and cost.
Limited Email List and Segment Integration
Users have expressed a desire for more flexibility in integrating custom email lists and segments, which is currently limited.
Sub-Account Impact
Sub-accounts can negatively impact the overall health score for a customer, and there is no feature to weigh this impact differently, which can be misleading.
Intuitiveness
Some users find the platform not very intuitive, requiring a learning curve to locate necessary information. This can be time-consuming and frustrating.
Glitches
The platform is reported to be a bit glitchy, with occasional needs to refresh the webpage, which can disrupt workflow.
Advanced Reporting Limitations
For users seeking advanced reporting or detailed analytics, Totango might not be the best option, as it is more geared towards basic functionality and cost-effectiveness.
These points highlight the strengths and weaknesses of Totango, helping you make an informed decision based on your specific needs and priorities.
Totango - Comparison with Competitors
When comparing Totango to its competitors in the customer success and AI-driven product category, several key differences and unique features become apparent.
Unique Features of Totango
AI Integration and Generative AI
Totango has recently integrated generative AI through its partnership with Jasper.ai, enabling users to generate content directly from the Totango interface, create personalized content 10X faster, and use natural language queries to surface critical customer information.
Modular Design and Scalability
Totango is built on a modular foundation, allowing for ease of use, scalability, and customization based on specific organizational needs. It integrates with various applications such as Slack, MySQL, and Google Cloud Storage.
Customer Health Score and Custom Metrics
Totango offers features like Customer Health Score and Custom Metrics, which help teams monitor customer health and identify risks effectively.
Automation and Workflow Management
Totango provides automated workflows, triggers, and notifications, streamlining customer success operations and ensuring timely interventions based on customer behavior.
Alternatives and Competitors
Gainsight
Comprehensive Analytics: Gainsight is renowned for its advanced analytics and comprehensive customer health scoring. It is well-suited for larger organizations with intricate workflows and deep visibility into customer data. However, it can be harder to use and implement compared to Totango.
Enterprise-Grade Platform: Gainsight offers extensive integrations with CRMs, support platforms, and product analytics tools, making it a one-stop solution for managing customer lifecycles efficiently.
AppEQ
In-App Workspace: AppEQ provides a unique in-app workspace that enhances collaboration across teams by embedding insights and playbooks directly within existing CRM systems. It is known for its seamless integration capabilities and flexible design, but may not offer the same level of automation and customer engagement as Totango.
Widget-Based Design: AppEQ’s widget-based design allows teams to focus on high-priority accounts without the complexities of adopting a new platform.
ChurnZero
Real-Time Customer Success: ChurnZero is a real-time Customer Success platform that helps businesses understand how customers use their product, assess their health, and personalize the customer experience. However, it is noted for being less efficient and less inspiring compared to Totango, with worse training and integration capabilities.
Customer Usage Patterns: ChurnZero provides deep visibility into customer usage patterns, helping teams monitor activity and identify potential churn risks.
Planhat
User-Friendly Interface: Planhat offers a more intuitive and user-friendly experience, focusing on simplicity and flexibility. It is ideal for small to mid-sized businesses seeking a straightforward solution to manage customer success without the complexity of enterprise-grade tools.
Customizable Interface: Planhat’s lightweight design allows teams to onboard quickly and derive value faster, making it appealing for organizations that prioritize agility and ease of use.
ClientSuccess
Nurturing Customer Relationships: ClientSuccess excels in nurturing customer relationships and providing a comprehensive view of account health. However, its interface may be less complex compared to Totango, which can have a steeper learning curve.
Comprehensive View: ClientSuccess offers a detailed view of customer interactions, but it may not match Totango’s focus on actionable insights and automation.
Conclusion
Totango stands out with its AI-driven features, modular design, and strong focus on customer engagement and automation. While it may have a steeper learning curve, it offers significant benefits in terms of scalability, customization, and the integration of generative AI. Depending on the specific needs of an organization, alternatives like Gainsight, AppEQ, ChurnZero, Planhat, and ClientSuccess may be more suitable, each offering unique strengths in areas such as analytics, integration, user-friendliness, and real-time customer success management.
Totango - Frequently Asked Questions
Frequently Asked Questions about Totango
What is Totango and what does it do?
Totango is a customer success software platform that helps businesses manage customer relationships, prevent churn, and increase revenue growth. It integrates various customer data streams, including financial, product usage, support tickets, and customer feedback, to provide a comprehensive view of customer health and engagement.What are the core features of Totango?
Totango’s core features include portfolio management, which helps teams monitor customer health signals and engage proactively. It also includes SuccessBLOCs, pre-built customer success program templates embedded with industry best practices. Additionally, Totango offers user and account management, data management and integration, and the ability to automate processes and deliver value at scale.How does Totango integrate AI into its platform?
Totango has partnered with Jasper.ai to integrate generative AI features into its platform. This integration allows users to generate personalized content quickly, use natural language queries to surface critical customer information, and connect Totango to other systems using AI-generated code. This aims to boost efficiency and create a more seamless customer experience.What are SuccessBLOCs in Totango?
SuccessBLOCs are pre-built customer success program templates embedded with industry best practices and expert knowledge. These templates help businesses quickly achieve their goals and are easy to customize to fit specific business needs.How does Totango handle customer data integration?
Totango uses a dynamic, schema-less active customer index technology to connect all customer data streams. This includes financial data, product usage, support tickets, touchpoints, users, and customer feedback, providing a unified and real-time view of customer context.What are the different pricing plans available for Totango?
Totango offers several pricing plans. There is a free forever plan, a Starter plan at $249/month for 2 users, and a Growth plan at $1099/month for 10 users. Pricing can increase based on the number of users, and there is also a custom Enterprise plan available.Can Totango be used by businesses of all sizes?
Yes, Totango is suitable for businesses of all sizes, including startups, freelancers, small businesses, medium businesses, large enterprises, and non-profit organizations. It is designed to be scalable and adaptable to different business needs.What kind of support and engagement features does Totango offer?
Totango offers features to enhance customer engagement, such as multi-channel communication, customer segmentation, and campaign management. It also provides health scores, feedback management, and alerts/notifications to help teams engage customers effectively.How does Totango help in automating processes?
Totango allows businesses to automate processes through digital programs that complement human engagement and high-touch models. This helps in delivering value at scale and streamlining customer success operations.Is there a free trial available for Totango?
Yes, Totango offers a free trial for its plans, allowing businesses to test the platform before committing to a subscription. There is also a free forever plan available with limited features.How does Totango ensure data security and compliance?
While specific details on data security and compliance are not provided in the sources, Totango’s integration with various systems and its focus on protecting brand and enterprise data suggest a commitment to security. For detailed information on security measures, it would be best to contact Totango directly. Totango - Conclusion and Recommendation
Final Assessment of Totango
Totango is a formidable player in the customer success software category, particularly for businesses aiming to drive product adoption, prevent customer churn, and increase expansion revenue. Here’s a detailed look at who would benefit most from using Totango and an overall recommendation.Target Audience
Totango is ideally suited for companies across various industries, including SaaS, e-commerce, and technology. Its primary beneficiaries are businesses that prioritize customer retention, product adoption, and revenue growth through effective customer success strategies.Key Features and Benefits
- Customer Health Monitoring: Totango allows real-time tracking of customer health, enabling businesses to identify at-risk customers and take proactive measures to prevent churn.
- Engagement Tracking: The platform monitors customer engagement across multiple touchpoints, such as emails, calls, and in-app interactions, to ensure customers are actively using and deriving value from the products or services.
- Advanced Analytics: Totango provides deep insights into customer behavior, engagement, and satisfaction, facilitating data-driven decision-making.
- Automation: The platform automates customer success processes, saving time and resources by streamlining tasks from onboarding to identifying at-risk accounts.
- Scalability: Totango is designed to scale with businesses of all sizes, from startups to enterprise-level organizations, making it adaptable to unique business needs.
- Integration: It integrates seamlessly with various CRM and marketing automation platforms, enhancing process efficiency.
User Roles and Access
Totango offers different types of user seats:- Practitioner Seats: Full access for admins, Customer Success Managers (CSMs), and other full-access users.
- Contributor Seats: Limited access for sales, support, and marketing teams to see and add tasks, view notifications, and customer health.
- Viewer Seats: Read-only access for leadership and team members needing visibility into customer data, health, and KPIs.