Totango Overview

Totango transforms how businesses manage customer relationships by offering agile tools to design and scale customer journeys. This Customer Success Software focuses on retaining and growing your SaaS customer base. With Totango, you can measure and optimize every touchpoint in the customer lifecycle, ensuring increased revenue and customer satisfaction. The platform integrates seamlessly with existing tools, making it easier for CS and sales teams to enhance customer experiences without disrupting current workflows. Totango's AI-driven insights keep you aligned with revenue growth goals, providing actionable data to drive customer success.

Use Cases

Customers recommend Engagement Management, Onboarding, Workflow Management, as the business use cases that they have been most satisfied with while using Totango.

Other use cases:

  • Playbook Creation
  • Contract Management
  • Communication Management
  • Lifetime Value Management
  • Customer Feedback Management
  • Upselling
  • Contact List Management
See all use cases See less use cases

Business Priorities

Enhance Customer Relationships and Acquire Customers are the most popular business priorities that customers and associates have achieved using Totango.

Other priorities:

  • Scale Best Practices
  • Increase Sales & Revenue
  • Increase Customer Life Time Value
  • Improve Internal Communications
  • Improve ROI
  • Improve Efficiency
  • Enter New Markets Internationally Or Locally
  • Improve Visibility
  • Establish Thought Leadership
  • Improve Stakeholder Relations
  • Build Brand Awareness
  • Manage Risk
See all business priorities See less business priorities

Totango Use-Cases and Business Priorities: Customer Satisfaction Data

Totango's features include Dashboard, Alerts: Popups & Notifications, Personalization, etc. and Totango support capabilities include Email Support, AI Powered, Phone Support, etc. also Totango analytics capabilities include Analytics, and Custom Reports.

Reviews

"The Totango team continues to deliver on how we can be better as an organization in the customer success space." - Brian Merritt

Peer review evidence (same sources as the product rating summary)

"...Totango helped me not onlyto mange the team day to day task, but to support my engagement model, and automate our processes...." Peer review by Evyatar S., Customer Success Team manager
"...I can easily look at a list and tell who needs to be onboarded and this saves a ton of time...." Peer review by Candice A., Sr. Client Success Manager & Team Lead
"...It provides sales and marketing teams with a single platform where they can manage all of their activities, including content creation, social media, workflow automation, CRM, lead capture, sales pipeline mapping, and performance tracking...." HubSpot for Customer Success

Totango, ChurnZero, Sinch, TalkToTheManager, Front, etc., all belong to a category of solutions that help Customer Success Platform. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Totango is a versatile Customer Success Software designed to optimize SaaS customer journeys. It enables the design, execution, measurement, and scaling of customer retention and growth strategies.

Popular Business Setting

for Totango

Top Industries

  • Computer Software
  • Information Technology and Services
  • Internet

Popular in

  • Mid Market
  • Enterprise
  • Small Business

Totango is popular in Computer Software, Information Technology And Services, and Internet and is widely used by Mid Market, Enterprise, and Small Business.

Totango Customer wins, Customer success stories, Case studies

What makes Totango ideal for Engagement Management?

What Are the key features of Totango for Onboarding?

Why is Totango the best choice for Workflow Management?

How does Totango facilitate Playbook Creation?

What benefits does Totango offer for Contract Management?

11 buyers and buying teams have used Cuspera to assess how well Totango solved their Customer Success Platform needs. Cuspera uses 5689 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Customer Success Platform needs.

CUSTOMERS TESTIMONIALS
Totango testimonial

Brian Merritt

VP Of Customer Success

Truspilot

The Totango team continues to deliver on how we can be better as an organization in the customer success space. Testimonial By Brian Merritt
Totango testimonial

Keith Strotdman

COO Customer First

SAP

We chose Totango largely because we felt that they were going to be a good partner and Totango has proven to be a good partner. Testimonial By Keith Strotdman
Totango testimonial

Dilip Kumar

COO – Group Services

NTT

Totango helps our success managers to actually help our clients consume our offers and drive adoption. Testimonial By Dilip Kumar
CUSTOMERS TESTIMONIALS
Totango testimonial

Brian Merritt

VP Of Customer Success

Truspilot

The Totango team continues to deliver on how we can be better as an organization in the customer success space. Testimonial By Brian Merritt
Totango testimonial

Keith Strotdman

COO Customer First

SAP

We chose Totango largely because we felt that they were going to be a good partner and Totango has proven to be a good partner. Testimonial By Keith Strotdman
Totango testimonial

Dilip Kumar

COO – Group Services

NTT

Totango helps our success managers to actually help our clients consume our offers and drive adoption. Testimonial By Dilip Kumar
 

Wisr - Information Technology And Services - Small

Cleveland, USA

Wisr used Totango to scale its customer success operations after 300% growth in one year. The COVID-19 pandemic forced Wisr to quickly change its business model. With only one person handling custome...r relations, Wisr needed to build a larger customer success team fast. They followed eight steps, including hiring, training, and automation. These changes helped Wisr meet new customer needs and support rapid business growth.

 

Waystar - Health, Wellness And Fitness - Large

Louisville, USA

Waystar used Totango to manage client success and reduce customer churn by 20%. The company focused on prioritizing risk in its growing business. Totango helped Waystar become a trusted advisor to it...s customers and leadership. Their SaaS platform simplifies healthcare payments for clients. The partnership improved customer retention and business stability.

Bentley Systems - Computer Software - Large

Totango Dynamic Assignment helped Bentley Systems automate matching experts to customer needs. Before, Bentley matched expertise manually and struggled to engage enough users quickly. With Totango, t...hey now connect users to the right expert based on skills, language, and location. This lets Bentley handle thousands of personalized interactions each week, not just 200. The solution supports their new usage-based pricing and boosts user engagement and revenue opportunities.

Waystar - Health, Wellness And Fitness - Large

Totango helped Waystar manage client success by focusing on risk in a growing business. Waystar used Totango to identify and prioritize at-risk clients. This approach led to a 20% reduction in churn.... The customer success platform enabled better retention and growth. Waystar improved client outcomes with data-driven engagement.

Waystar - Health, Wellness And Fitness

Totango helped Waystar reduce client churn by 20%. Waystar used Totango to manage customer success and focus on risk in a growing business. The platform enabled Waystar to prioritize at-risk clients ...and improve retention. Totango's customer success software supports measurable outcomes and value realization. Waystar saw clear results in client retention with Totango's solution.

Aruba - Information Technology And Services - Very Large

Totango helped Aruba boost customer retention by 20% and cut onboarding time by 67%. Aruba used Totango’s SuccessBLOCs to automate onboarding, adoption, expansion, and renewal for its SaaS customers.... The team created a digital CSM and used targeted campaigns, raising engagement rates and tripling clickthroughs. Totango’s analytics doubled engagement and improved NPS by 30 points. Collaboration across onboarding, support, sales, and CS teams improved with Totango’s platform.

New year: new evolution of CS: new Totango

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Frequently Asked Questions (FAQ)

What buyers ask before choosing Totango

What is Totango?

Totango is a cloud-based Customer Success Software that helps enterprises drive revenue growth, reduce churn while focusing on the SaaS customer journey. It is designed for large enterprises with multiple brands or complex market segments.

Its enterprise suite of customer success products allows it to connect customer data, monitor health changes, and proactively engage customers. All within one powerful, integrated platform.

Key features include a single, unified view of customers, alerts and notifications, automated lifecycle management and playbooks, customer communication, executive console, data management, user management, and more

What is Totango used for?

Totango is a Customer Success Platform Software mainly used by its customers to Enhance Customer Relationships and Acquire Customers by Engagement Management, Onboarding and Workflow Management .

What are the top features of Totango?

Dashboard, Alerts: popups & Notifications and Personalization are some of the top features of Totango.

Who uses Totango?

Totango is used by Computer Software, Information Technology And Services and Internet among other industries.

What are Totango alternatives?

ChurnZero, Sinch, TalkToTheManager and Front are popular alternatives for Totango.

Where is Totango located?

Totango is headquartered at 1200 Park Place, Suite 200 San Mateo, CA 94403.
lightning

Peers used Totango for engagement management and onboarding

Totango Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
AI Powered

4.37/5

Read Reviews (14)
Analytics

4.64/5

Read Reviews (363)
Custom Reports

3.79/5

Read Reviews (682)
CAPABILITIES RATINGS AND REVIEWS
AI Powered

4.37/5

Read Reviews (14)
Analytics

4.64/5

Read Reviews (363)
Custom Reports

3.79/5

Read Reviews (682)

Software Failure Risk Guidance

?

for Totango

Overall Risk Meter

Low Medium High

Top Failure Risks for Totango

Totango News

Product

Totango Product Updates & New Feature Releases

Totango has introduced several product updates, including new integrations with Pendo and Mixpanel to enhance product data visibility and adoption. Additionally, Totango has launched email and calendar integrations to improve customer success management. These updates aim to support customer-led growth and provide accurate revenue forecasting.

Awards

Totango Named a Leader in Customer Success Platforms | Nation/World | bdtonline.com

Totango has been recognized as a Leader in The Forrester Wave: Customer Success Platforms, Q4 2025, achieving the highest score of 4.5 out of 5 in Strategy. This accolade highlights Totango's leadership in customer revenue retention and expansion.

Awards

Totango Named a Leader in Customer Success Platforms

Totango has been recognized as a Leader in The Forrester Wave: Customer Success Platforms, Q4 2025, achieving a top strategy score of 4.5 out of 5. The company excels in roadmap innovation, pricing flexibility, and retention optimization. CEO Keith Frankel emphasizes Totango's focus on AI-driven customer outcomes and transforming post-sales into a growth engine.

Company

Totango + Catalyst Celebrate Significant Milestones, Industry Recognition and Strong First Quarter Bookings

Totango and Catalyst, now a merged entity, achieved significant milestones in their first quarter, surpassing booking targets by 150%. They received accolades from G2, Pavilion, and Forbes, highlighting their leadership and innovation in customer success. New AI-driven analytics features were launched to enhance customer engagement and decision-making. Notable recognitions include Edward Chiu and Karen Budell being named top executives to watch.

Totango Profile

Company Name

Totango

Company Website

https://www.totango.com/

Year Founded

2010

HQ Location

1200 Park Place, Suite 200 San Mateo, CA 94403

Employees

101-250

Social

Financials

SERIES D