Lasso CRM
CRM Software
Lasso CRM helps you manage the entire lifecycle of a new home sale, from the moment a lead registers on your website to the day they move in. Unlike g
Totango is a customer success software that helps you monitor customer health, automate engagement workflows, and drive recurring revenue growth through data-driven insights and proactive retention strategies.
Main Demo Video
Totango helps you protect and grow your recurring revenue by giving you a clear view of your customer health. You can integrate data from various sources to create a single source of truth for every account, allowing your team to spot churn risks before they happen. The platform uses 'SuccessBLOCs'—pre-built toolkits that help you standardize your customer journey, from onboarding and adoption to renewal and expansion.
You can automate repetitive manual tasks with 'SuccessPlays' that trigger specific actions based on customer behavior. Whether you are managing a handful of high-touch accounts or thousands of digital-only customers, the platform scales to meet your needs. It helps you move away from reactive firefighting and toward a proactive strategy that increases lifetime value and simplifies team collaboration.
Main dashboard with project overview
Kanban-style task management
Gantt chart timeline view
Workflow automation builder
Stop guessing about your customer health and start using data to drive growth. Totango provides the visibility and automation you need to manage the entire customer lifecycle effectively. Here is how you can transform your customer success operations:
Monitor real-time account health using multidimensional data so you can intervene exactly when a customer needs help.
Deploy pre-built modular toolkits designed for specific goals like onboarding, renewals, or expansion to get started quickly.
Automate your workflows by triggering tasks and notifications for your team based on specific customer milestones or risks.
Group your customers by industry, lifecycle stage, or health status to deliver personalized engagement at scale.
Send automated, personalized emails to your customers based on their product usage and behavior without leaving the platform.
Track your renewal forecasts and identify upsell opportunities visually to ensure you hit your growth targets every quarter.
Totango offers a free version to help you get started with basic customer success tracking at no cost. If you need more advanced automation and larger scale, paid plans start at $249/month. You can choose a tier that matches your team size and the complexity of your customer journeys.
After reviewing feedback from customer success professionals, here is what you should consider before choosing Totango for your team:
Perfect for B2B SaaS teams who need to automate customer success workflows and track health scores to reduce churn and drive renewals.
Totango is a top-tier choice if you want to move from manual spreadsheets to a sophisticated, automated customer success engine. The 'SuccessBLOC' approach makes it easier to organize your strategy into manageable phases like onboarding and expansion.
While the initial setup can be complex, the long-term visibility into customer health is invaluable for growing recurring revenue. Highly recommended for established SaaS companies that need to scale their customer success operations without exponentially increasing their headcount.
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Main dashboard with project overview