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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 Sherlock?

The landscape of Software as a Service (SaaS) is thriving! Equip your customer-facing teams with the vital resources they require to guide users from trial periods to lasting loyalty. Elevate your entire product-led environment with insightful data concerning product interaction. It's crucial that your teams are well-informed to avoid navigating in uncertainty! Ditch the need for an additional customer relationship management system by opting for a more sophisticated alternative. Arm your go-to-market departments with the essential engagement metrics needed for their success, while avoiding the burden of another heavy CRM. In the current SaaS environment, the focus is on experiencing the product prior to committing to a purchase. Transition from traditional Marketing Qualified Leads (MQLs) to a lead qualification method that emphasizes prospects most likely to convert. Sherlock analyzes engagement and activation patterns over time, enabling your Sales team to focus on product-qualified leads instead of chasing unproductive avenues. By turning all in-app interactions into an engagement score, Sherlock provides a transparent ranking of your most and least engaged users. Furthermore, for accounts with multiple users, Sherlock also evaluates engagement at the account level, offering a thorough perspective on user activity. This forward-thinking strategy not only aids teams in making informed, data-driven choices but also significantly boosts overall customer satisfaction and loyalty. Embracing this approach will undoubtedly set your business apart in a competitive market.

Media

Media

Integrations Supported

HubSpot CRM
Salesforce
Segment
Slack
APIANT
Appcues
Caugia
Causal
Constant Contact Lead Gen & CRM
Desktop.com
Jira Work Management
Pipedrive
SQL Server
Salesforce Agentforce Service
Snowflake
Stackreaction
Vervemail
Wufoo
Zendesk
Zuora

Integrations Supported

HubSpot CRM
Salesforce
Segment
Slack
APIANT
Appcues
Caugia
Causal
Constant Contact Lead Gen & CRM
Desktop.com
Jira Work Management
Pipedrive
SQL Server
Salesforce Agentforce Service
Snowflake
Stackreaction
Vervemail
Wufoo
Zendesk
Zuora

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$199 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

Sherlock

Company Location

United States

Company Website

www.sherlockscore.com

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

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

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