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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
APIANT
Amazon S3
GTM Buddy
Grow
Jira
Jira Service Management
NetSuite
Retently
SAP Sales Cloud
TheLoops
Wufoo
Zapier
Zuora

Integrations Supported

HubSpot CRM
HubSpot Customer Platform
Microsoft Teams
Salesforce
Slack
Microsoft Teams Phone

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided
Free Version
Free Trial Offered?

Pricing Information

€99/month
Free 30-day trial, no credit card required. Standard plan from 99 EUR per month (up to 100 customer accounts, then 1 EUR per extra account). Composite AI for Customer Success and Account Management: daily cross-signal diagnostics per account plus meeting briefs, live coaching, recaps and follow-up drafts, delivered into your existing tools (email, Slack, Microsoft Teams, CRM, webhook), plus API and MCP access.
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
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

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

AI Customer Success

Not specified

Customer Success

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

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