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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 Insightly Marketing?

Marketing automation has become user-friendly and readily available, removing the barriers of expensive integrations. It features visually appealing email templates, an easy-to-use journey builder, and comprehensive dashboards designed for enterprise requirements, all integrated into one platform. With Insightly Marketing, organizations can more effectively draw in and engage their desired audience, accelerating growth through its smooth connection with Insightly CRM. This connectivity allows customer information to move effortlessly through each phase of the customer journey, reducing the chances of data loss or errors. Marketing and sales teams can collaborate with a unified vision of their target customer, which boosts teamwork and alignment. You are empowered to visualize any customer journey, ranging from a straightforward mass email to a more intricate nurturing campaign. By implementing logical next-best-action steps, you can enrich your customers' understanding of your business, guiding them from their first interaction to becoming loyal advocates. Additionally, with sophisticated reporting tools and dashboards that cater to enterprise needs, you can significantly improve the effectiveness of your campaigns, facilitating deeper insights and informed decision-making. This integrated strategy not only simplifies operations but also amplifies the effectiveness of your marketing initiatives, ultimately driving greater success for your business. As a result, businesses can harness the full potential of their marketing efforts like never before.

Media

Media

Integrations Supported

Google Docs
AccessOwl
Adobe Marketo Engage
Amazon S3
Google Cloud BigQuery
HubSpot Customer Platform
MySQL
Outdoo AI
SAP Marketing Cloud
Salesforce
Segment
Stackreaction
TheLoops
Vervemail
Zoho Directory
Zuora

Integrations Supported

Google Docs
Google Calendar
Google Contacts
Microsoft 365
Zoom Webinars

API Availability

Has API

API Availability

Pricing Information

Pricing not provided
Free Version
Free Trial Offered?

Pricing Information

$299 per user per month

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

Totango

Date Founded

2010

Company Location

United States

Company Website

www.totango.com

Company Facts

Organization Name

Insightly

Date Founded

2010

Company Location

United States

Company Website

www.insightly.com/why-insightly-marketing/

Categories and Features

AI Customer Success

Not specified

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

Marketing

Not specified

Marketing Automation

A/B Testing
Analytics / ROI Tracking
Content / Blogging Platform
Customizable CTAs
Drip Campaigns
Dynamic Content
Landing Pages / Web Forms
Lead Scoring
Segmentation
Website Visitor Tracking

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