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

Using Totango Day to Day to Manage my Customers

What do you like best? the simplicity, the design and how I can see everything in a single timeline What do you dislike? the fact that we don't have a plugin to automatically add our email interactions to the accounts, but rather it relies on us remembering to bcc a specific email address What problems are you solving with the product? What benefits have you realized? Totango has made touchpoints simpler and smart, I can easily attach files to my accounts and everyone from my team ...

Put the spotlight on the relevant information

What do you like best? Alerts from the system, that give me the knowledge and the tools to be more proactive with my clients What do you dislike? I didn't find anything that I dislike yet :) What problems are you solving with the product? What benefits have you realized? proactive actions for my clients totango helps me to be one steps in front of the clients regarding any issues and opportunities I have one place that I can see all the data about the client, that made my ...

All are well infomed about a customer account

What do you like best? It is great tool as it collaborate all functions internally to provide insight of a Customer account and provide their timely input and customer sentiments and will help leadership team to initiate an appropriate and timely action to meet or exceed customer's expectation. Tracking Renewals and taking timely action to Renew the contract and tracking Customer Relationship and related Task assignment and tracking What do you dislike? Surpassingly the MRR (Revenue ...

Still Learning, But Enjoying!

What do you like best? I can easily see a client's health score and the reasons for it. I can also review the timeline of interactions. What do you dislike? The initial sorting of clients can be problematic. If I sort on a certain column, like client name, enter a touchpoint for the client, then return to the client list, the original sort returns and I have to re-sort. What problems are you solving with the product? What benefits have you realized? Our organization has identified ...

Great overview of accounts and task management via task and touch points.

What do you like best? Tasks, high-level overview of account analytics What do you dislike? Inability to see Accounts and their linked domain via segments What problems are you solving with the product? What benefits have you realized? Keeping up to date on when accounts have been communicated to and what touch point was utilized

Good Tool That Could Use Some Improvements

What do you like best? Customer health, value metrics, segments, and modules used What do you dislike? Lack of ability to add titles to touch points and tag contacts Recommendations to others considering the product: Definitely give it a demo What problems are you solving with the product? What benefits have you realized? Being able to prioritize work with segments and view customer health at a glance is invaluable

Totango Review for Account Management

What do you like best? It makes it very easy to see and manage your tasks in a central, automated location that leaves a lasting resource for future people that follow me in my role. What do you dislike? There's not a lot of flexibility for managing teams that work on the same accounts. What problems are you solving with the product? What benefits have you realized? I'm solving automation/scaling programs for making sure I engage my customers -- I like the ability to segment into ...

Love it!

What do you like best? Success plays allow me to stay on top of declining health by alerting me to it rather than me needing to go check all the time. What do you dislike? I wish I could see more granular usage data but that might be our fault. Logging in to the product isn't always a good indicator of health. I like to see them complete certain tasks or access particular features. What problems are you solving with the product? What benefits have you realized? I am able to ...

Useful but needs more flexibility

What do you like best? I like that I am able to easily view history of accounts and assign tasks to my team members and manage their workflow without having to micromanage. This is a key feature of the product I enjoy What do you dislike? There seems to be a number of bugs that create duplicate tasks etc. In addition, the way usage is calculated in this product does not make sense for our business model. I wish there was more flexibility into how usage is calculated and the metrics ...

Positive Overall Experience

What do you like best? I like that it consolidates most of our data usage into one place. I like that it tells me the different activities happening to my customers that I might not be included in, and I like the task management and successflow processes. What do you dislike? We need to have more integration into the sales, churn, and revenue processes. They are an important part of the CSM workflow and Totango does seem to have any of this available, at least not that we have been ...