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What is Totango?

Totango is an enterprise-ready customer success platform designed to support every stage of the customer journey while enabling teams to scale with confidence. It provides a unified environment that blends customer health insights, structured workflows, and automated engagement so organizations can deliver measurable outcomes at scale. With the ability to support multi-product portfolios, layered account hierarchies, and sophisticated operational models, Totango is built for businesses that continuously evolve. Real-time customer context helps teams identify risks early, uncover expansion opportunities, and drive actions that meaningfully improve retention. SuccessBLOCs—Totango’s modular playbooks—allow teams to adopt proven strategies instantly while customizing them to their unique needs. Automated workflows and digital programs help CS teams manage thousands of customers while maintaining a personalized experience. Engagement campaigns ensure customers receive timely, relevant communications that support onboarding, adoption, and renewal. Executives and operations teams benefit from clear reporting across revenue metrics, team performance, and customer behavior trends. Totango’s commitment to security, including SOC 2 compliance and advanced access controls, gives enterprises confidence in their data protection. Altogether, Totango empowers organizations to reduce churn, grow revenue, and deliver sustained customer value at scale.

What is Helios CX?

Helios operates as a specialized platform concentrating on enhancing customer experience and monitoring account health, specifically designed for B2B companies that need an effective and consistent approach to assess client sentiment. This platform allows organizations to automate the distribution of transactional surveys, implement NPS and CSAT initiatives, and collect insights throughout different stages of the customer journey. By aggregating all feedback, Helios evaluates customer sentiments and swiftly detects potential risks and opportunities for improvement. Beyond simply functioning as a dashboard tool, Helios provides commercial and customer experience teams with critical insights that empower them to identify accounts at risk, understand vital elements leading to customer dissatisfaction, and highlight pivotal moments for implementing upselling or retention strategies. Through the use of Helios, businesses strive to reduce churn rates, build stronger client relationships, and increase revenue from their existing customer base, ultimately creating a more robust business environment. As a result, companies can make informed decisions that not only benefit their current clientele but also pave the way for future growth and success.

Media

Media

No images available

Integrations Supported

Adobe Marketo Engage
Amazon S3
Causal
Constant Contact Lead Gen & CRM
Desktop.com
GTM Buddy
HubSpot CRM
HubSpot Customer Platform
InboxCRM by AppEQ
Jira Service Management
NetSuite
Outdoo AI
Retently
SQL Server
ServiceNow
Snowflake
Wufoo
Zapier
Zoho Directory

Integrations Supported

API Availability

Has API

API Availability

Pricing Information

Pricing not provided
Free Version
Free Trial Offered?

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Totango

Date Founded

2010

Company Location

United States

Company Website

www.totango.com

Company Facts

Organization Name

Helios CX

Date Founded

2025

Company Location

Peru

Company Website

www.cxhelios.com

Categories and Features

Customer Experience

Action Management
Analytics
Customer Segmentation
Dashboard
Feedback Management
Survey Management
Trend Analysis

Customer Satisfaction

Analytics
Complaint Monitoring
Feedback Collection
Survey Management

Customer Success

Account Management
Customer Lifecycle Management
Health Score

Experience Management

Action Management
Analytics
Customer Segmentation
Dashboard
Feedback Management
Survey Management
Trend Analysis

Marketing Automation

Analytics / ROI Tracking
Customizable CTAs
Drip Campaigns
Dynamic Content
Sales Intelligence
Segmentation

Product Analytics

Not specified

Categories and Features

Customer Experience

Not specified

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