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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 Planhat?

Planhat serves as an intuitive Customer Success Platform that simplifies the journey of managing customer relationships. Its elegant design and user-friendly interface empower businesses to lower churn rates, enhance upselling opportunities, boost user engagement, and ultimately increase the lifetime value of their customers. Catering to a diverse audience, from Customer Success representatives to executives, Planhat encompasses all the essential functionalities typically found in contemporary Customer Success tools. What sets it apart is not only its ease of use but also the straightforward implementation process that allows teams to start benefiting immediately. This combination of accessibility and robust features makes Planhat a standout choice for organizations aiming to elevate their customer success strategies.

Media

Media

Integrations Supported

AccessOwl
Desktop.com
HubSpot CRM
HubSpot Customer Platform
InboxCRM by AppEQ
Salesforce
Segment
Slack
Zapier
Zendesk
Microsoft Teams
PostgreSQL
Retently
ServiceNow
Zoho Directory

Integrations Supported

AccessOwl
Desktop.com
HubSpot CRM
HubSpot Customer Platform
InboxCRM by AppEQ
Salesforce
Segment
Slack
Zapier
Zendesk
Freshdesk
Mailchimp Transactional Email (Mandrill)
Pipedrive
SatisMeter

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

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

Planhat

Date Founded

2014

Company Location

Sweden

Company Website

www.planhat.com

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

Account Planning

Not specified

Churn Prevention

Not specified

Customer Success

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

Upsell & Cross-Sell

Not specified

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