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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 Phano?

Phano is a comprehensive AI solution specifically designed for Customer Success and Account Management teams in B2B SaaS companies. Each night, it conducts an analysis that connects account usage metrics, relationship dynamics, and support signals to pinpoint accounts that might be at risk of leaving or those ready for expansion, providing insights into probable reasons and suggested actions ahead of renewal periods. The findings from these analyses are presented with their supporting evidence, highlighting inconsistencies and identifying potential gaps, which allows teams to base their decisions on trustworthy data. This intelligence seamlessly integrates into the existing platforms that teams use daily, including email, Slack, Microsoft Teams, CRM systems, and webhooks, and it also supports API and MCP integration. This dual functionality enables Customer Success Managers to concentrate on customer retention while Account Managers can simultaneously pursue growth opportunities utilizing the same analytical insights. Phano features a straightforward self-service setup, offers a 30-day free trial, and subsequently provides a subscription at a rate of 99 EUR per month, which makes it an attractive option for teams looking to strengthen their customer connections and foster growth. Ultimately, Phano not only streamlines workflows but also equips teams with the tools they need to respond proactively and strategically in a competitive market.

Media

Media

Integrations Supported

HubSpot CRM
HubSpot Customer Platform
Microsoft Teams
Salesforce
Slack
Catalyst
Causal
Constant Contact Lead Gen & CRM
Google Cloud BigQuery
Jira
Jira Service Management
Jira Work Management
Model Context Protocol (MCP)
MySQL
PostgreSQL
Rambox
Retently
SQL Server
Salesforce Agentforce Service
Snowflake

Integrations Supported

HubSpot CRM
HubSpot Customer Platform
Microsoft Teams
Salesforce
Slack
Catalyst
Causal
Constant Contact Lead Gen & CRM
Google Cloud BigQuery
Jira
Jira Service Management
Jira Work Management
Model Context Protocol (MCP)
MySQL
PostgreSQL
Rambox
Retently
SQL Server
Salesforce Agentforce Service
Snowflake

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

€99/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

Phano

Date Founded

2026

Company Location

France

Company Website

phano.ai/en

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

Customer Success

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

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