What are Totango users saying about the software?
Read what people like you have said about using Totango software through verified user reviews
User Review Highlights
4.05
20 Reviews
Ease-of-use
out of 5Customer Support
out of 5Value for money
out of 5Functionality
out of 5"Good self-service download demo to implement without any human contact with the company."
"I how easy it is to customize some aspects. I like the ability to create segments."
"The ease of use, ability to quickly and easy customize email campaigns and reports."
"Very difficult to view timeline of conversations - takes way too many clicks."
"I don't like that they can only have two levels of hierarchy short of extensive workarounds. I don't like that there are many fields which can't be rolled down, for some strange reason."
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Showing 1 - 20 of 20 reviews

Justin
Verified reviewer
Company size: 51-200 employees
Industry: Hospitality
Time used: Less than 12 months
Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
June 2018
Grade the health of your customers
This tool really helps give visibility into customer health, in ways that may be otherwise untrackable. Its open API integrates directly into our software product, so getting data is relatively close to real time.
Pros
Totango help grade the health of your software product users. We use Totango to determine which users are return users, how often they use our product, and for how long. We can then campaign to users based on usability. It also has a marketing component built in.
Cons
Sometimes it takes a little digging to find the information you're looking for. It integrates to marketing automation platforms, but you need to use a third party software like Zapier to integrate.
Anonymous
Company size: 11-50 employees
Time used: More than 2 years
Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
February 2019
Totango could be better. It could also be worse.
I've been responsible for its use for a few years, and am not thrilled with this software. We use it to track for our account managers, and even they are frustrated by this.
Pros
I like Totango's ability to segment users based upon their health. I like the qucik automation and tracking of user actions. I like the hierarchy that is allowed for customers, though I wish this was more extensive.
Cons
I don't like that they can only have two levels of hierarchy short of extensive workarounds. I don't like that there are many fields which can't be rolled down, for some strange reason. Their focus on their slack integration instead of resolving basic feature requests is problematic. I haven't had the best experience with their support.
Anonymous
Company size: 201-500 employees
Time used: Less than 6 months
Review Source: Capterra
This review was submitted organically. No incentive was offered
April 2022
Worst saas tool ever. Let alone for customer success.
Pros
Nothing. Basic customer success features are okay.
Cons
Getting data into totango and synchronising data with other softwares is ridiculously difficult, painful and useless. Even with tools like zapier. If you use any other software for sales/marketing/finance - do not use or waste time in implementing totango.
Reasons for choosing Totango
Promise of a dedicated account manager and good customer service.
Anonymous
Company size: 501-1,000 employees
Time used: Less than 2 years
Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
August 2019
Much better Reporting that's saved me time
Totango has helped me stay on top of poor health accounts that need more attention. It's also helped me forecast what accounts I think are renewing, cancelling, upgrading or downgrading. I like being able to see what accounts have been reached out to by support or sales too that way there's no overlap when I reach out.
Pros
Easy reporting/able to make segments on almost everything I need to track. Love the health score because it helps me know where my attention should be for accounts in poor health.
Cons
There's been a couple times where Totango has done some updates that our team did not like such as the new Tasks not showing all the Icons, rather it's in a drop down.
Anonymous
Company size: 51-200 employees
Time used: More than 2 years
Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
February 2019
Great generally for overall customer health
provides a great general overview of portfolio health
Pros
very easy to use, gives a great general idea of overall customer health of your portfolio at a glance
Cons
Of course sometimes its not accurate and the integrations require a lot of tweaking and work to get right. You need a subscription to a 3rd party tool like Zapier for example
Anonymous
Company size: 501-1,000 employees
Time used: More than 2 years
Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
November 2019
Gets the job done
Pros
Totango has helped us run interesting segment reports of customers and better evaluate their risk levels with the aid of automation.
Cons
Tons of software updates that don't actually help - make the day to day workflow more complicated. Very difficult to view timeline of conversations - takes way too many clicks.
Anonymous
Company size: 501-1,000 employees
Time used: Less than 2 years
Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
March 2018
Great tool for Customer Journey Insights
Pros
Totango gave us a lot of different, integrated data points to understand how our interactions were impacting our new and existing customers. The platform was easy to set up and initial use was pretty seamless as we got started.
Cons
Out of the box functionality is great but you do you have to work with their tech and onboarding team pretty closely when it comes to integrations and customizations of the data views and communciation inputs.
Anonymous
Company size: 11-50 employees
Review Source: GetApp
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
October 2020
Good CS platform that is easy to set up & leverage
Good. My only advice is make sure you read the contract and ask about the onboarding and CS options.
Pros
Good self-service download demo to implement without any human contact with the company. Simply sign up online. Easy integrations and fairly intuitive.
Cons
It is pretty intuitive and east to use. I would just read the contact information about what is included and what isn't.

Response from Totango
Thank you for taking the time to give us a review. We value your feedback. Our Community Edition has been designed to be easy and intuitive to set up for new Customer Success Teams. If you need additional functionality or support like extra onboarding, we have both affordable packages and custom pricing options available, please just let us know what you are looking for. Thanks again!
Replied October 2020
Anonymous
Company size: 51-200 employees
Time used: Less than 12 months
Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
June 2018
Helpful, relatively easy to use.
Pros
The health Icon is a great way for sales and customer success reps to keep track of a big book of accounts. The ability to build reports, tier accounts by health and dollar value. Over an easy to use tool that makes working with a lot of customers better!
Cons
Building a report is not as straightforward as it could be. There is a lot of work internally to customize for our team. Definitely, need a good amount of training to be an expert.
Anonymous
Company size: 501-1,000 employees
Time used: Less than 2 years
Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
September 2019
Totango Review
Pros
I how easy it is to customize some aspects. I like the ability to create segments. I like the ability to create pins and tags.
Cons
The health score isn't always a good indication of what the health of the account is.
Thomas
Company size: 501-1,000 employees
Industry: Internet
Time used: Less than 2 years
Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
November 2019
Totango for the daily user
We have integrated a data system that allows us to see usage of our products by our customers and health of accounts across a number of factors. We use this to help with forecasting and staying in front of customers. We have also automated a number of our processes to kick off email campaigns when usage is low, when customers are behind in payment and when customers provide feedback. We have better engagement and faster payments.
Pros
Easy to use dashboards and integration with other software that we use. Simple to follow tasks and documentation tools. I really like the Segments section which allows me to run reports on a number of different data segments on my customers.
Cons
Members on our team each have more than 100 customers and the system seems more geared towards teams with smaller bases but more touches/deeper dives. We manage with it but thinking we are not using all the tools available .
Rosa
Company size: 201-500 employees
Industry: Computer Software
Time used: More than 2 years
Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
February 2020
A good starting CS software
Pros
The ease of use, ability to quickly and easy customize email campaigns and reports
Cons
Major gaps in functionality (that they are slowly closing) - but still limited ability to automate and pre-populate data in fields to streamline CSM workflows. Our experience with their Customer Success team was terrible. We got very little value out of any interactions with our CSM.
Anonymous
Company size: 501-1,000 employees
Time used: Less than 2 years
Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
August 2019
Nice monitoring
Pros
Good control over my book of business to catch issues.
Cons
New releases aren’t that smooth and need refinement.
Anonymous
Company size: 51-200 employees
Time used: Less than 6 months
Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
June 2018
Very useful for sales teams
Pros
Totango is user-friendly, especially for an overall non-technical user base. The data in Totango allows both the pre- and post-sales teams at my company to better collaborate, have insight into accounts, and overall give me a snapshot of the customer so I can best focus my time.
Cons
Some of the data can be misleading or incorrect. For example, some clients that show as "green" or "yellow," meaning they are utilizing my product heavily, are not in fact doing so. This is the exception to the norm.
Leighann
Company size: 51-200 employees
Industry: Aviation & Aerospace
Time used: Less than 2 years
Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
March 2019
Totango is an awesome engagement measurement tool
Pros
Totango is easy to run reports and send to clients. It is fully integrated with our CRM which enables me to get quick insight at a glance before calling a customer.
Cons
I wish it could self gen reports that would be client facing!
Balarka
Company size: 201-500 employees
Industry: Computer Software
Time used: Less than 2 years
Review Source: Capterra
This review was submitted organically. No incentive was offered
July 2019
Not the best out there
Pros
Customer SuccessFlows can be a good tool to track your customers and health mixes.
Cons
It's overly expensive and needs tremendous amount of customization to fit your needs. Not really an easy way to seamlessly fit your requirements
Aleena
Company size: 51-200 employees
Industry: Computer Software
Time used: Less than 6 months
Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
May 2019
Tracking customer insights
Pros
Totango provides multiple data points for a particular customer journey. Really love the 'health status' as it helps track activity levels of leads and narrows down the focus on different customer groups
Cons
Have not experienced any negatives so far
Rakesh
Time used: Free Trial
Review Source: GetApp
June 2012
Review of Totango A Real-time Customer Engagement Platform for Online Businesses
Enough has been said about increasing customer engagement on the web. Totango is an excellent tool that enables you to track and measure this metric. Using this tool, you can make informed decisions and craft successful strategies for your application. To be sure, this is one dance you will not regret!
Pros
Great way to attract new customers and convert existing ones
Cons
The installation process could be simpler
Alex
Time used: Free Trial
Review Source: Capterra
January 2017
Totango Review
We have recently tested out Totango for customer lifecycle management and have been impressed by the ability to set up health indicators and both report on progress and provide our sales agents with a funnel for conversion and customer activity.
Anne Therese
Verified reviewer
Company size: 11-50 employees
Industry: Internet
Time used: Less than 2 years
Review Source: GetApp
April 2016
