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Description

Marketing automation is now accessible and straightforward, eliminating the need for costly integrations. It offers stunning email templates alongside an intuitive journey builder and robust dashboards that cater to enterprise needs—all within a single cohesive platform. With Insightly Marketing, businesses can attract and engage their target audience more effectively, fostering accelerated growth thanks to its seamless integration with Insightly CRM. This integration ensures that customer data flows seamlessly throughout every stage of the customer journey, minimizing the risk of loss or damage. Marketing and sales teams can now work together with a shared understanding of their ideal customer, enhancing collaboration and alignment. You can create visual representations of any customer journey, whether it’s a simple mass email or a complex nurturing campaign. By incorporating logical next-best-action steps, you can provide your customers with valuable learning experiences about your business, guiding them from initial contact to becoming advocates. Furthermore, with advanced reporting and dashboards tailored for enterprise needs, you can significantly enhance the effectiveness of your campaigns, leading to better insights and decision-making. This integrated approach not only streamlines processes but also maximizes the impact of your marketing efforts.

Description

Totango helps businesses transform customer success into a predictable engine for growth by connecting customer data, insights, and engagement across the entire lifecycle. Built for enterprises with evolving and multi-layered customer relationships, it simplifies managing complex hierarchies, product lines, and workflows. Real-time health scoring provides a complete picture of customer behavior, giving teams the clarity to act before risks become churn. With pre-built SuccessBLOCs, organizations can quickly launch best-practice frameworks and scale without slowing down. Automated digital touchpoints complement human-led interactions, ensuring customers consistently receive value regardless of segment. Totango’s campaign tools help teams reach the right users at the right moment with high-impact messaging. Leaders gain visibility into financial performance, trends, and operational efficiency through powerful analytics. The platform enables businesses to grow revenue, improve efficiency, and create meaningful, lasting customer outcomes.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Google Docs Yes 
APIANT No 
Chat Metrics Yes 
Constant Contact Lead Gen & CRM No 
Desktop.com No 
Dropbox No 
Google Cloud BigQuery No 
Google Contacts Yes 
Hightouch No 
Insightly Yes 
PostgreSQL No 
SAP Marketing Cloud No 
Salesforce Agentforce Service No 
ServiceNow No 
Slack No 
TheLoops No 
Vervemail No 
Wufoo No 
Zoom Webinars Yes 
Zuora No 

Integrations

Google Docs Yes 
APIANT Yes 
Chat Metrics No 
Constant Contact Lead Gen & CRM Yes 
Desktop.com Yes 
Dropbox Yes 
Google Cloud BigQuery Yes 
Google Contacts No 
Hightouch Yes 
Insightly No 
PostgreSQL Yes 
SAP Marketing Cloud Yes 
Salesforce Agentforce Service Yes 
ServiceNow Yes 
Slack Yes 
TheLoops Yes 
Vervemail Yes 
Wufoo Yes 
Zoom Webinars No 
Zuora Yes 

Pricing Details

$299 per user per month
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Insightly

Founded

2010

Country

United States

Website

www.insightly.com/why-insightly-marketing/

Vendor Details

Company Name

Totango

Founded

2010

Country

United States

Website

www.totango.com

Product Features

Marketing Automation

A/B Testing Yes 
Analytics / ROI Tracking Yes 
Artificial Intelligence No 
Content / Blogging Platform Yes 
Customizable CTAs Yes 
Drip Campaigns Yes 
Dynamic Content Yes 
Landing Pages / Web Forms Yes 
Lead Scoring Yes 
Sales Intelligence No 
Search Marketing No 
Segmentation Yes 
Social Marketing No 
Website Visitor Tracking Yes 

Product Features

Customer Experience

Action Management Yes 
Analytics Yes 
Customer Segmentation Yes 
Dashboard Yes 
Feedback Management Yes 
Knowledge Management No 
Multi-Channel Collection No 
Sentiment Analysis No 
Survey Management Yes 
Text Analysis No 
Trend Analysis Yes 

Customer Satisfaction

360 Degree Feedback No 
Analytics Yes 
Call Reporting No 
Complaint Monitoring Yes 
Feedback Collection Yes 
Survey Management Yes 

Customer Success

Account Alerts No 
Account Management Yes 
Communication Management No 
Customer Engagement No 
Customer Lifecycle Management Yes 
Health Score Yes 
Onboarding No 
Revenue Management No 
Usage Tracking / Analytics No 
Win / Loss Analysis No 

Experience Management

Action Management Yes 
Analytics Yes 
Customer Segmentation Yes 
Dashboard Yes 
Feedback Management Yes 
Knowledge Management No 
Multi-Channel Collection No 
Sentiment Analysis No 
Survey Management Yes 
Text Analysis No 
Trend Analysis Yes 

Marketing Automation

A/B Testing No 
Analytics / ROI Tracking Yes 
Artificial Intelligence No 
Content / Blogging Platform No 
Customizable CTAs Yes 
Drip Campaigns Yes 
Dynamic Content Yes 
Landing Pages / Web Forms No 
Lead Scoring No 
Sales Intelligence Yes 
Search Marketing No 
Segmentation Yes 
Social Marketing No 
Website Visitor Tracking No 

Product Analytics

Attribution No 
Automatic Data Capture No 
Churn Reporting No 
Customer Feedback Collection No 
Customer Guidance No 
Customer Journey Analytics No 
Data Export No 
Data History Retention No 
Data Labeling No 
Product Engagement Scoring No 
Real-Time Data Analysis No 
Touchpoint Analytics No 
User Segmentation No 

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Alternatives

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