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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 SoftExpert BPM?

SoftExpert BPM is an all-encompassing process management system aimed at improving the clarity and control of business processes through a user-friendly interface. This groundbreaking platform encourages the relentless enhancement of processes within the organization. It proficiently manages every stage of the organizational lifecycle, which includes modeling, optimizing, automating, executing, and monitoring. The software comes equipped with a powerful modeling tool that complies with the BPMN (Business Process Model and Notation) standard, allowing users to seamlessly integrate events, activities, tasks, decisions, and other elements to quickly create executable processes in a fully web-based setting. Users can adeptly design processes and business rules, allocate functional roles, establish user-friendly interfaces, tailor forms, and handle related content in an integrated fashion, thereby ensuring a smooth workflow. Additionally, the platform's versatility allows for easy adjustments and scalability as organizational needs evolve. In summary, SoftExpert BPM empowers organizations to achieve operational excellence while nurturing a culture of continuous improvement.

Media

Media

Integrations Supported

Amazon Redshift
Desktop.com
Dropbox
Google Cloud BigQuery
Hightouch
HubSpot CRM
InboxCRM by AppEQ
Jira
Jira Service Management
Jira Work Management
Microsoft Dynamics 365
Microsoft Teams
MinIO
MySQL
PostgreSQL
Segment
Slack
Snowflake
SoftExpert Suite
Zapier

Integrations Supported

Amazon Redshift
Desktop.com
Dropbox
Google Cloud BigQuery
Hightouch
HubSpot CRM
InboxCRM by AppEQ
Jira
Jira Service Management
Jira Work Management
Microsoft Dynamics 365
Microsoft Teams
MinIO
MySQL
PostgreSQL
Segment
Slack
Snowflake
SoftExpert Suite
Zapier

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
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

SoftExpert

Date Founded

1995

Company Location

Brazil

Company Website

www.softexpert.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

Business Process Management

Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management

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