Totango Reviews in June 2026: User Ratings, Pros & Cons

Great Customer Management Application

What do you like best? I love how Totango brings all of our customer data into one place. It makes it easy to see individual customer usage, trends, and health. Totango makes it easy to identify customers who are enjoying our product and may benefit from additional services. Their support team is also great and responds very quickly. What do you dislike? The only thing missing for us is the ability to customize the health metric scores. We would like the ability to weigh certain ...

Solid platform - makes my day to day easier to manage

What do you like best? love the direct integration to our Salesforce platform. What do you dislike? Would like for real time updates instead of awaiting for the platforms to sync with one another What problems are you solving with the product? What benefits have you realized? managing daily task and creating unique segments that help me identify areas for opportunity. Response from Christine Knific of Totango edit We're glad you are leveraging your data and the tools in ...

Getting better every day.

What do you like best? I like the ability to customize my tasks based on priority and call back date. This gives me a better snapshot of my day, week and month. What do you dislike? I do not like the integration restrictions with my Salesforce lightning. Specifically not having the capability or understanding (which might be the case and need additional training) to integrate my opportunity and pipeline into my scheduled rotating callbacks. Recommendations to others considering the ...

Interesting and Useful Program

What do you like best? We are new users of Totango and I like having our database in an interactive format. I like the new Ibiza overlay. It allows me to sort and organize my tasks by priority. What do you dislike? I would like to be able to move/rearrange the account fields in a particular order. I would think that an email interface would be helpful so I can do all my work in Totango instead of moving from multiple programs. I would like to be able to get a report or extract of the ...

Great insight in customer health

What do you like best? The best feature is the integration with SFDC. This gives us a good overview of all the opportunities out of SFDC for adoption and whitespacing of our services and solutions in the Totango dashboard. It also works the other way around: creating new accounts and adding objects in Totango that will update SFDC. From a manager perspective this a great way of having a overview of the team performance: Number of activities, account coverage, health scores etc. We use ...

Solid Product

What do you like best? Really helpful to manage account outreach and stay on top of customers. Before implementing togango, customer outreach was based on google calendar and previous email touches. Much easier to see the health of an account as well. What do you dislike? could offer a better way of editing health scores. It's great that they're not editable but sometimes could be inaccurate based on previous conversations with the account. What problems are you solving with the ...

ToTango

What do you like best? The possibility of building different and clear reports and segments. What do you dislike? What I dislike about ToTango is the design, it's not very soft on the eye and it's hard to see the difference between different segments. What problems are you solving with the product? What benefits have you realized? It's easy to enter touch points and add contacts to accounts. Response from Christine Knific of Totango edit We're glad you are leveraging ...

Totango has allowed us to do Customer Success much better

What do you like best? The ability to set up segments and triggers so reminders and tasks are automatically generated helps us do our Customer Success so much better. Most of our work is around the adoption of our newest products and proactive reaching out to these customers to make sure they have what they need to be successful using our product as a tool for their ministries. Also to gather needs that they have to share with our Product Management team. What do you dislike? Would be ...

Excellent client management solution

What do you like best? Totango is very thoughtfully laid out. What helps me out the most on a day to day basis is being able to manage my to-dos through the task function. I also appreciate the automated reports that we can receive on a scheduled basis. Having the ability to store important information through assets is very useful, particularly when transitioning on to a new client or when a colleague leaves the organization unexpectedly. What do you dislike? Some of the concepts can ...

Good tool to keep track of your customers if you have a large portfolio of clients

What do you like best? I like that by putting all touchpoints into the system I can relax and not have to keep complicated notes or CSVs, I can put my tasks for the future and then forget about it and Totango will take care of the rest. What do you dislike? It has more to do with the implementation that your company does of the tool but if they do too many segments and too many types of touchpoints it can get quite messy. What problems are you solving with the product? What benefits ...