Totango

The platform aggregates customer data to provide visibility into account health and engagement. Teams use it to reduce churn and identify expansion opportunities across their installed base.

Totango operates as a dedicated customer success management platform built for B2B organizations. It connects to existing data sources to create a unified view of each account, allowing success teams to monitor health scores and engagement metrics. The platform includes tools for creating automated playbooks that trigger actions based on customer behavior or lifecycle stage changes. Managers can segment their book of business to prioritize accounts requiring immediate attention or those ready for upsell conversations. Reporting features provide insights into portfolio-level trends, enabling leadership to forecast retention risk and track team performance. Integration capabilities allow it to pull data from CRM systems, support desks, and product analytics tools.