Totango
Totango helps post-sales teams track customer health, predict churn, and find expansion revenue before opportunities slip away.
Overview
Totango is a customer success platform that gives your team a single place to manage every customer relationship after the sale closes. It pulls data from tools you already use, including Salesforce, HubSpot, Zendesk, and Slack, and builds health scores that show you which customers are at risk and which ones are ready to buy more. The AI-powered Unison module delivers customer health scores in one to two days after you connect your data. Automated workflows replace manual follow-up tasks, so your team spends time on conversations instead of spreadsheets. Forrester named Totango a top choice for companies moving toward a customer-led growth model in Q4 2025. Customers like Waystar reported a 20% churn reduction and Egnyte reported a 50% productivity improvement after implementing the platform.
Features
- AI churn prediction delivers health scores in 1-2 days
- Automated playbooks and workflows for post-sales teams
- Customer health scoring with multidimensional risk tracking
- Integrations with Salesforce, HubSpot, Zendesk, Slack, and Zapier
- Expansion signal detection to identify upsell opportunities
Best for
Totango fits B2B companies with a dedicated customer success or account management team that manages recurring revenue relationships. It works best for businesses that already have a CRM and want to layer on structured retention and growth workflows.
Why this SMB score
Totango is a strong platform for its intended audience, but the enterprise-only seat minimums, opaque pricing, and sales-required buying process put it out of practical reach for most small businesses.