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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
APIANT
Adobe Marketo Engage
Amazon Redshift
Causal
Dropbox
HubSpot Customer Platform
Jira Service Management
Microsoft 365
Microsoft Teams
QuickBooks Online
Salesforce
Segment
Slack
Stackreaction
TheLoops
Wufoo
Zendesk
Zoom Webinars
Zuora

Integrations Supported

Google Docs
APIANT
Adobe Marketo Engage
Amazon Redshift
Causal
Dropbox
HubSpot Customer Platform
Jira Service Management
Microsoft 365
Microsoft Teams
QuickBooks Online
Salesforce
Segment
Slack
Stackreaction
TheLoops
Wufoo
Zendesk
Zoom Webinars
Zuora

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$299 per user per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard 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

Insightly

Date Founded

2010

Company Location

United States

Company Website

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

Categories and Features

Customer Experience

Action Management
Analytics
Customer Segmentation
Dashboard
Feedback Management
Knowledge Management
Multi-Channel Collection
Sentiment Analysis
Survey Management
Text Analysis
Trend Analysis

Customer Satisfaction

360 Degree Feedback
Analytics
Call Reporting
Complaint Monitoring
Feedback Collection
Survey Management

Customer Success

Account Alerts
Account Management
Communication Management
Customer Engagement
Customer Lifecycle Management
Health Score
Onboarding
Revenue Management
Usage Tracking / Analytics
Win / Loss Analysis

Experience Management

Action Management
Analytics
Customer Segmentation
Dashboard
Feedback Management
Knowledge Management
Multi-Channel Collection
Sentiment Analysis
Survey Management
Text Analysis
Trend Analysis

Marketing Automation

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

Product Analytics

Attribution
Automatic Data Capture
Churn Reporting
Customer Feedback Collection
Customer Guidance
Customer Journey Analytics
Data Export
Data History Retention
Data Labeling
Product Engagement Scoring
Real-Time Data Analysis
Touchpoint Analytics
User Segmentation

Categories and Features

Marketing Automation

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

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