Customer stories

Product Business Settings

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

Integrations

Project Management
CRM
Customer Feedback Management
Webinar and Conferencing

Totango Product 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.

How satisfied the customers are with Totango use-cases

Reviews

"Companies like Totango, which I've been using for 3 years really helps us as it relates to how we scale and partner with our customers." - Jim Mercer
"The biggest thing that impressed me the most is how much the Totango team engaged and partnered with us and how much that engagement and partnership drove speed to value." - Jeff Hurst

Totango Customer Insights, Testimonials and Case Studies

What benefits does Totango offer for Engagement Management?

How can Totango enhance your Onboarding process?

What solutions does Totango provide for Workflow Management?

How does Totango facilitate Playbook Creation?

How can Totango optimize your Contract Management Workflow?

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.

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

Jim Mercer

Head Of Customer Success

Zoom

Companies like Totango, which I've been using for 3 years really helps us as it relates to how we scale and partner with our customers. Testimonial By Jim Mercer
Totango testimonial

Jeff Hurst

EVP – Client Success

Waystar

The biggest thing that impressed me the most is how much the Totango team engaged and partnered with us and how much that engagement and partnership drove speed to value. Testimonial By Jeff Hurst
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
CUSTOMERS TESTIMONIALS
Totango testimonial

Jim Mercer

Head Of Customer Success

Zoom

Companies like Totango, which I've been using for 3 years really helps us as it relates to how we scale and partner with our customers. Testimonial By Jim Mercer
Totango testimonial

Jeff Hurst

EVP – Client Success

Waystar

The biggest thing that impressed me the most is how much the Totango team engaged and partnered with us and how much that engagement and partnership drove speed to value. Testimonial By Jeff Hurst
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

Wisr - Education - Small

Totango helped Wisr scale customer success operations after 300% business growth in 2020. 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 customer success team fast. They followed eight steps, including hiring, process training, automation, and journey mapping. These actions let Wisr meet new demand and support more customers effectively.

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Waystar - Health, Wellness And Fitness - Large

Totango helped Waystar reduce customer churn by 20%. Waystar used Totango to manage client success and focus on risk in a growing business. The platform enabled Waystar to become a trusted advisor fo...r both their customers and leadership. Totango's customer success software improved retention and client outcomes. Waystar saw measurable gains in customer retention and risk management.

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Monster - Internet - Large

Monster used customer success strategies to improve retention and revenue. They saw an 11% year-over-year increase in customer retention. The company gained $3.9 million in revenue influenced by thes...e strategies. Monster's sales team also became more successful. The focus was on customer value and proactive engagement. Customer success tools helped Monster scale their business.

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Aruba - Information Technology And Services

Totango helped Aruba improve customer retention and growth. Aruba had 95% of its customers in the tech-touch segment and struggled to engage and measure analytics for them. The company used Totango’s... SuccessBLOCs to automate onboarding, adoption, expansion, and renewal processes. This digital-first approach let Aruba scale customer success with a small team. As a result, Aruba increased customer engagement, improved retention rates, sped up onboarding, and boosted customer satisfaction.

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Waystar - Health, Wellness And Fitness

Totango helped Waystar manage client success by focusing on risk in a growing business. Waystar used Totango’s SaaS platform to simplify healthcare payments. With Totango, Waystar reduced customer ch...urn by 20%. The platform helped Waystar become a trusted advisor for their customers and leadership. Joe Tichenor, senior client insights manager at Waystar, praised Totango’s value. Totango supported Waystar’s goal to improve customer and partner focus.

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Egnyte - Computer Software

Totango helped Egnyte automate and personalize their onboarding process. Egnyte used Totango to scale their Voice of the Customer Program and track progress. This reduced manual work by 50%. The resu...lt was higher productivity and efficiency for Egnyte's customer success team.

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New year: new evolution of CS: new Totango

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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

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for Totango

Overall Risk Meter

Low Medium High

Top Failure Risks for Totango

Totango News

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.

M&A
 

Totango and Catalyst Merge, Providing Customer Success and GTM Teams With a Cutting-Edge, Unified Product To Power Customer-Led Growth

Totango and Catalyst have merged to create a unified customer success platform aimed at enhancing post-sale revenue growth. This merger combines Totango's enterprise-level security and integrations with Catalyst's advanced workflow capabilities, offering a comprehensive solution for managing customer lifecycles. The new platform, supported by Great Hill Partners, will focus on AI-driven insights to optimize customer retention, renewals, and expansion, positioning the combined entity as a leader in customer-led growth.

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