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What is involve.ai?

involve.ai presents a straightforward, no-code platform that effectively centralizes your disparate customer data into an all-encompassing early warning dashboard. This innovative solution empowers businesses to scale successfully without the necessity of hiring multiple Customer Success Managers or data analysts. By integrating all your disconnected information, you achieve total transparency into customer interactions, which in turn allows for an improved customer experience as you grow. The system also offers personalized action recommendations throughout the customer journey, guiding you in prioritizing which clients to engage with daily for a more proactive strategy. In addition, its sentiment analysis feature delivers accurate insights into customer well-being, helping to identify churn risks and potential upsell or cross-sell opportunities well in advance. Moreover, by utilizing historical data, the platform facilitates the creation of suggested segmentation and benchmarking practices, which are essential for pinpointing key leading indicators crucial to your business's prosperity. This holistic approach not only fosters a deeper understanding of customer needs but also positions your business for sustained success in a competitive landscape. Ultimately, harnessing this tool can significantly enhance your ability to meet and exceed customer expectations.

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.

Media

Media

Integrations Supported

HubSpot CRM
HubSpot Customer Platform
Jira
Microsoft Dynamics 365
Salesforce
Snowflake
Zendesk
Intercom
Mailchimp

Integrations Supported

HubSpot CRM
HubSpot Customer Platform
Jira
Microsoft Dynamics 365
Salesforce
Snowflake
Zendesk
APIANT
Adobe Marketo Engage
Amazon S3
Dropbox
Hightouch
NetSuite
Outdoo AI
Salesforce Agentforce Service
ServiceNow
Zapier

API Availability

API Availability

Has API

Pricing Information

Pricing not provided

Pricing Information

Pricing not provided
Free Version
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

involve.ai

Date Founded

2019

Company Location

United States

Company Website

www.involve.ai/

Company Facts

Organization Name

Totango

Date Founded

2010

Company Location

United States

Company Website

www.totango.com

Categories and Features

AI Customer Success

Not specified

Churn Prevention

Not specified

Customer Engagement

Not specified

Customer Experience

Not specified

Customer Intelligence

Not specified

Customer Satisfaction

Not specified

Customer Service

Not specified

Customer Success

Health Score
Usage Tracking / Analytics

Upsell & Cross-Sell

Not specified

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

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