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Totango
Custom
Totango is an AI-powered customer success platform that helps businesses drive retention, expansions, and personalized customer journeys through modular SuccessBLOCs and real-time insights.
Specs:
Difficulty Level
Medium
Integration Complexity
Medium
Time to Value
Weeks
Technical Expertise Required
No-Code Friendly
Totango empowers customer success teams with modular, AI-enhanced SuccessBLOCs that drive customer outcomes and business growth.
Customization of complex, multi-product journeys may require additional setup time and stakeholder coordination.
Best for mid-sized to enterprise businesses looking for flexible, modular customer success management to improve retention and expansion.
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Overview
# Totango: AI Customer Success Platform for Retention, Expansion, and Journey ManagementTotango is a leading customer success platform that enables businesses to drive customer retention, expansion, and satisfaction through modular, AI-powered workflows called SuccessBLOCs. Designed to be flexible and scalable, Totango allows teams to launch, manage, and optimize customer journeys without heavy technical configuration.With real-time health scoring, journey mapping, automated playbooks, customer segmentation, and robust reporting, Totango helps customer success, account management, and sales teams align around client outcomes. Its modular approach means teams can choose and customize SuccessBLOCs to address onboarding, adoption, upsell, renewal, or escalation initiatives as needed.Integrations with Salesforce, HubSpot, Zendesk, Slack, and other CRMs and support tools allow seamless workflow automation across the customer lifecycle. Companies like ZoomInfo, SAP, and Monster use Totango to drive stronger customer engagement and revenue growth through a proactive, data-driven customer success strategy.
Screenshots
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Best Use for:
Managing onboarding, adoption, upsells, and renewals through AI-powered customer health tracking and customizable SuccessBLOC workflows.
Pricing Breakdown
Here is the current pricing breakdown:
Starting Price
Custom
Pricing Model
Subscription
Free Tier
Yes
No
Free Trial
Yes
No
Enterprise Option
Yes
No
Industries
Technology & SaaS
Professional Services & Consulting
Finance & Banking
Healthcare & Medical
Education & EdTech
Department
Account Management & Client Success
Customer Support & Service
Sales & Lead Generation
Operations & Workflow Automation
Data & Analytics
Industries
Technology & SaaS
Professional Services & Consulting
Finance & Banking
Healthcare & Medical
Education & EdTech
Use Cases
Client Health Monitoring
Client Onboarding
Upsell & Cross-sell
Account Reviews
Customer Feedback Analysis
Workflow Automation
Tags
Real-Time Processing
SaaS
Analytics Dashboard
Customizable Workflows
Enhanced Decision-Making
Browser-Based
Integrations
Salesforce Sales Cloud
HubSpot CRM
Zendesk
Slack
Microsoft Teams
Google Workspace
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