OPEN PLATFORM AND INTEGRATIONS
Create an integrated customer health model using all customer data sources across your existing tech stack to determine risk, identify opportunities, and delegate tasks across your team.
Native connectors
API
Data import
360-degree account profile
Health score
PORTFOLIO MANAGEMENT
Develop strategic account plans, manage day-to-day tasks, and create shared visibility for stakeholders at scale—no matter how many customers you add to your book of business.
Account timeline
Notifications
Tasks
Touchpoints
Success plan
Opportunity management
CUSTOMER ENGAGEMENT
Trigger and automate communications for every type of customer engagement model. Use integrated data to deliver the right message at the right time.
Email campaigns
In-app experiences
Business reviews
Surveys (NPS, CSAT)
REPORTING
Create cross-functional visibility so all levels of an organization can gain insights into customer health and team performance. Share reports and effectively communicate insights to your stakeholders.
Customer segmentation
KPI scorecards
Custom reports
Custom metrics
ARTIFICIAL INTELLIGENCE
Use generative AI and baked-in intelligence to boost the productivity, creativity, and strategic power of your customer success team. Help teams to do more with less and amplify their impact.
Content generator (powered by Jasper)
Automated integrations
AI assistant
Account summary
With Totango, you can do more with less to improve the metrics that matter.
Learn how Totango can help you achieve your customer success goals.
Request Demo
.svg){kind=small}
