Totango vs Custify

For Customer Success and post-sales professionals, managing accounts without a dedicated Customer Success Platform often means dealing with challenges like:

• Scattered data across multiple tools
  
  
• Relying on spreadsheets and manual tracking
  
  
• Missed renewal and expansion opportunities
  
  
• Limited visibility into customer health
  
  
• Difficulty showing impact to leadership
  
  

To solve these problems, many teams turn to platforms like Totango and Custify. And now, newer options like Velaris bring AI, automation, and simpler setup into the picture.

In this article, we’ll compare Totango and Custify, while also showing how Velaris stacks up as an alternative.

Comparing Totango vs Custify vs Velaris

*Exact pricing varies by vendor and contract structure.

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Platform overviews

Totango

Totango is built around a modular structure, offering different products that teams can combine based on their needs. It’s known for its customer journey mapping and templates that help standardize workflows. While flexible, Totango can feel fragmented at times and may require significant setup to get the most out of it. It’s often a fit for mid-market or enterprise teams that have the resources to configure and maintain the system.

Custify

Custify is a simpler, more lightweight Customer Success tool aimed at small and mid-sized SaaS companies. It focuses on ease of use, offering intuitive dashboards, customer health scores, and automation without the complexity of larger platforms. Its straightforward design makes it easy for smaller teams to adopt quickly, though larger organizations may find it lacks some of the advanced features needed at scale.

Velaris

Velaris takes an AI-first approach, combining predictive insights, automation, and 70+ integrations into a single platform. It’s designed to give teams real-time visibility into customer health while reducing the manual workload through automation. Compared to Totango and Custify, Velaris is built for mid-market and enterprise teams that want advanced capabilities without the burden of heavy admin, balancing usability with power.

Feature comparison

Data consolidation and visibility

• Totango: Offers modular tools for journey mapping and segmentation, but data can feel spread out across modules. Integrations are available but may require effort to configure.
  
  
• Custify: Provides straightforward dashboards with customer data pulled from SaaS tools. Best suited for smaller datasets, as it may lack depth for complex enterprise environments.
  
  
• Velaris: Centralizes data from 70+ integrations into a single view. Designed for real-time visibility with AI features such as account summaries and meeting analysis.
  
  

Customer health and analytics

• Totango: Provides customer health scoring and reporting, but customization can take time. Analytics are solid once configured.
  
  
• Custify: Offers simple health scores and clear analytics, making it easy for smaller teams to understand customer status.
  
  
• Velaris: Provides AI-driven health scores and predictive analytics out of the box. Helps teams surface risks and opportunities earlier with less manual effort.
  
  

Digital Customer Success and automation

• Totango: Offers playbooks and journey-based automation. Good for structuring repeatable workflows, though it may require manual fine-tuning.
  
  
• Custify: Includes basic automation for tasks and workflows, designed to simplify repetitive processes for small teams.
  
  
• Velaris: Uses AI and automations to handle routine tasks and personalize outreach at scale. Built to reduce manual admin work while scaling CS impact.
  
  

Project and task management

• Totango: Basic task management tied to its modular tools, with limited flexibility for broader project needs.
  
  
• Custify: Provides simple task management that works well for small teams but is not as robust for larger projects.
  
  
• Velaris: Includes collaborative task and project management tools that support onboarding, renewals, and success planning in one place.
  
  

Other considerations

Ease of use

• Totango: Offers templates to simplify setup, but its modular design can feel fragmented. Some learning curve is expected.
  
  
• Custify: Very user-friendly and quick to adopt, especially for smaller teams that don’t want complexity.
  
  
• Velaris: Prioritizes simplicity with intuitive dashboards and automation. Designed to reduce admin overhead and get teams up and running quickly.
  
  

Scalability

• Totango: Scales with additional modules, though this can create complexity as you grow.
  
  
• Custify: Best suited for small to mid-sized SaaS businesses. Larger enterprises may find it lacks the advanced functionality needed for complex operations.
  
  
• Velaris: Built to scale with mid-market and enterprise teams, balancing powerful features with usability so it doesn’t require a large ops team to maintain.
  
  

Integrations

• Totango: Provides integrations with major CRMs and tools, but setup can be manual and require ongoing maintenance.
  
  
• Custify: Offers integrations with popular SaaS tools, but the ecosystem is more limited compared to enterprise-grade platforms.
  
  
• Velaris: Offers 70+ integrations with real-time sync, aiming to make setup easier and reduce silos.
  
  

Support

• Totango: Provides documentation and customer support, though users sometimes note delays for complex issues.
  
  
• Custify: Known for responsive and approachable support, aligned with its focus on smaller SaaS teams.
  
  
• Velaris: Delivers personalized onboarding and responsive support tailored to CS teams, with a strong emphasis on partnership. Dedicated CSM and Slack channel offered to all customers.
  
  

Choosing the right platform

Who should pick Totango
Totango is best for teams that want flexibility and are comfortable managing a modular system. If you have the resources to configure workflows and maintain multiple product suites, Totango can provide strong journey management and automation options.

Who should pick Custify
Custify is best suited for small to mid-sized SaaS businesses that value simplicity and quick setup. Its dashboards and automation features are easy to use, making it accessible for lean teams that don’t want to invest in heavy admin work. Larger organizations may outgrow its feature set.

Who should consider Velaris
Velaris is designed for mid-market and enterprise teams that want deep visibility, AI-driven insights, and automation without the clunkiness or heavy admin burden. With 70+ integrations and hands-on support, it helps Customer Success teams scale efficiently while staying easy to use.

Conclusion

Totango, Custify, and Velaris each bring different strengths to the table. Totango offers modular flexibility, Custify emphasizes lightweight simplicity, and Velaris provides an AI-driven alternative designed for visibility and efficiency.

The right choice depends on your team’s goals, data structure, and the resources you have to manage a platform. What works for one organization may not be the best fit for another.

If you’re looking for an AI-driven platform that balances power with ease of use, book a demo with Velaris.

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