Steerco
vs 
Totango Totango Was Built for a Different Era. Your Customers Need What's Next.
A design tool for 240 million people vs. revenue intelligence for executive teams.
Totango is legacy CS software. Health scores, engagement tracking, SuccessBlocs. It was built for a different era — when customer success meant monitoring accounts and flagging decline. The world moved on. Today, revenue teams need AI-powered customer intelligence, 600+ integrated data sources, automated executive presentations, and strategic planning that updates in real-time. Totango offers none of that. It's a monitoring tool in an era that demands transformation. If you're still using it, you're managing customers with yesterday's technology while your competitors execute with tomorrow's.
Companies running on Steerco
Steerco vs. Totango at a Glance
Totango and Steerco both produce presentations. The difference is what goes into them — and who they're built for.
| Feature |
Steerco
| Totango |
|---|---|---|
| Core Approach | ||
| Built for | Executive presentations from live business data — board decks, QBRs, EBRs | Customer health monitoring and SuccessBlocs — legacy CS platform |
| Primary user | CEOs, CFOs, CROs, revenue leaders, CS teams | CS teams managing high-touch customer accounts (legacy workflow) |
| Deck generation | Fully automated from live data — zero manual input | No presentation generation |
| AI presentation creation | Promptless — context built in from 600+ data sources | Rule-based alerts, not AI intelligence |
| Data & Integrations | ||
| CRM connectivity | Salesforce, HubSpot, Pipedrive, Dynamics, Zoho — live | Salesforce, HubSpot basic integration only |
| Billing / revenue data | Stripe, Chargebee, Zuora, Recurly — live | No billing connectors |
| Product analytics | Amplitude, Mixpanel, Heap, PostHog | No billing connectors |
| Conversation intelligence | Gong — call notes pulled automatically | No billing connectors |
| Data freshness | Real-time — pulled at generation, always current | Delayed — batch syncs, sometimes days behind actual data |
| Total revenue integrations | 600+ via HotGlue | Limited — handful of CRM systems, ecosystem shrinking |
| Presentation Quality & Governance | ||
| Your own templates | Upload your exact templates — brand, structure, voice preserved | Basic SuccessBlocs — limited customization, static templates |
| Brand governance across teams | Team Guidance — required sections, quality standards, auto-enforced | No content governance beyond templates |
| Output type | Executive-ready presentation — no editing needed | Health report — monitoring focused, no strategy automation |
| Time to finished executive deck | ~5 minutes from zero | Hours of manual export and deck building |
| SOC 2 Type II | Strategic & Executive tiers | Available with Catalyst changes pending |
| SSO / SAML | Strategic & Executive tiers | Available with Catalyst changes pending |
| Beyond Presentations | ||
| Living success plans | Auto-updated from customer conversations | Static SuccessBlocs — manual updates only |
| Customer intelligence | 600+ internal + external signals | Static SuccessBlocs — manual updates only |
| Batch / portfolio generation | Generate decks for entire portfolio simultaneously | No batch operations for strategy |
| General visual design | Not a design tool — focused on executive presentations | Monitoring platform, not design tool |
The Same Output. Completely Different Problems.
Both produce presentations. The question is which problem is actually costing your organization time.
AI Intelligence vs. Legacy Monitoring
01 / 05
Steerco
Solves the data problem. Design follows from intelligence.
The hard part of an executive presentation isn't how it looks. It's having the right data — current, accurate, specific to the moment — and the right narrative built around it. Steerco connects to 600+ live data sources and generates the entire presentation automatically. The design is your templates. The intelligence is Steerco. The manual work is zero.
Totango Monitors health. Strategy is still your problem.
Totango is excellent at showing you which customers are at risk. Health scores, engagement metrics, SuccessBlocs. You see the red flags. But Totango can't connect to your complete customer context — no Stripe billing data, no Gong call intelligence, no market research, no competitive signals. Every insight still requires manual research. Totango monitors. Steerco synthesizes.
600+ Live Integrations vs. A Shrinking Ecosystem
02 / 05
Steerco
Every number current. Every metric live. Zero manual entry.
Steerco connects to Salesforce, HubSpot, Stripe, Amplitude, Gong, and 145 other revenue data sources. When you generate a board deck or QBR, every figure is pulled from the source of truth at generation time. ARR is current. Pipeline is current. Usage data is current. The "as of last month, asterisk" problem is structurally impossible when the data is always live.
Totango Your customer insights are only as current as the last sync.
Totango integrates with Salesforce and HubSpot. That covers your CRM. But it doesn't cover the 95% of customer context that lives elsewhere — product usage (Amplitude, Mixpanel), billing (Stripe, Brex), conversations (Gong), market signals (LinkedIn, Crunchbase). Totango's integrations haven't evolved. Your tech stack has. Steerco connects to 600+ platforms. Your visibility is complete.
Executive Presentation Automation vs. Nothing
03 / 05
Steerco
Built for one job. Deeply expert at it.
Board decks, QBRs, EBRs, renewal presentations, expansion proposals. Every feature in Steerco exists because an executive team needs it. The AI knows what a QBR should contain. The data integrations connect to revenue systems. The governance layer is built for leadership teams. Steerco understands the context because it was built from inside that context.
Totango Built for CS teams in 2015. Revenue teams have evolved.
Totango was designed for CS teams managing 20 high-touch accounts. You scale at different rates now. Your data needs are more complex. Your executive reporting demands strategy, not just monitoring. Your board meetings require defensible narratives, not health scores. Totango was built for a CS-first world. You operate in a revenue-first world. Steerco was built for how you work today.
Living Success Plans vs. Static SuccessBlocs
04 / 05
Steerco
Team Guidance enforces what's in the deck — not just how it looks.
Steerco's Team Guidance defines what every board deck or QBR must contain: required sections, mandatory data points, approved messaging, quality standards. Every presentation generated meets that standard automatically. You're not just enforcing brand colors — you're enforcing the strategic quality of every executive presentation your organization produces.
Totango Brand kits keep colors and fonts consistent. Content is still on the creator.
Canva's brand kits are genuinely strong — custom colors, approved fonts, logo placement, template locking. Visual consistency across a team is a real Canva strength. But there's no mechanism to ensure every board deck includes your standard KPI section, uses your approved revenue narrative, or meets your organization's quality bar for executive communication. The design stays on-brand. The content is still a free-for-all.
The Catalyst-Totango Merger: Product Uncertainty
05 / 05
Steerco
The deck is done before anyone opens a design tool.
Steerco generates a complete, executive-ready board deck or QBR from live data in approximately 5 minutes. Not a template to fill in. Not a draft to edit. A finished presentation — your branding, your data, your narrative — ready to present. The 40 hours of quarterly prep become a 5-minute generation event. That time goes back to the business.
Totango Beautiful in hours — after the data gathering that took days.
Canva can help a skilled designer produce a stunning board deck in a few focused hours. But those hours follow days of data gathering — pulling pipeline numbers, reconciling financials, gathering product metrics, aligning on messaging across departments. Canva makes the design phase fast. It has nothing to say about everything that precedes it. For a quarterly board deck, that's typically the expensive part.
Where Totango Ends and Steerco Begins
Totango served its purpose. Here's why teams are moving to Steerco.
Catalyst Merger = Uncertainty, Not Innovation
Totango was acquired by Catalyst. Product direction is unclear. Teams get nervous when their core platform's future is uncertain. Steerco has a clear roadmap, committed investment, and a singular vision. You're not guessing where the product is going—you know it.
No Presentation Automation — Just Manual Work
Your QBR prep still requires hours of manual work. You export health scores from Totango, then manually build your strategy presentation. Steerco generates board-ready presentations from live data in minutes. Your team focuses on strategy, not slideware.
Limited Integrations in a 600+ World
Totango integrates with a handful of CRM systems. Your tech stack is 50+ tools. Steerco connects to 600+ platforms: Salesforce, HubSpot, Stripe, Brex, product analytics, market research, and more. Complete customer context. Totango gives you partial visibility.
No AI Worth Mentioning — Rules-Based Isn't Intelligence
Totango's rules engine triggers alerts. That's not AI. It's automation. Steerco uses generative AI to synthesize customer data, market signals, and execution context into strategic insights. You get intelligence, not just notifications.
No External Signals — You're Flying Blind
Totango only shows internal health signals. It doesn't know if your customer's market is collapsing. It doesn't know if they're being acquired. It doesn't know if their competitors are shipping new features. Steerco connects to market research, LinkedIn, news APIs, and more. You see the full context—internal and external.
You've Outgrown It — And It Hasn't Grown With You
Totango was built for CS teams managing 20 high-touch accounts. You've scaled. Your data needs are more complex. Your executive reporting demands intelligence, not just monitoring. Steerco scales with you. It was built for how revenue teams work today.
What Happens When You Stop Building Decks Manually
Hear from leaders who reclaimed the hours they were spending on executive presentations.
"Steerco has completely changed how Branch49 interacts with our clients. We moved our dedicated presentation person off the sidelines and onto the sales floor. The result? Our clients achieved a 300% increase in pipeline."
"I used to walk into board meetings with a forecast built on hope. With Steerco, I have a defensible map of buyer behavior. We aren't just guessing anymore. We're orchestrating."
"What used to take four hours of manual slide deck babysitting on a Sunday night now happens in minutes. I stopped asking if the data was right and started asking how we win the expansion."
"We had a great-looking board deck. Our design team made sure of that. But the CFO always had questions we couldn't answer in the room because the data was two weeks old. Steerco fixed that. Now every number in the deck is pulled live at generation. No more asterisks."
When to Choose Steerco Over Totango
Totango served its purpose. Here's how to know if you've outgrown it.
You need more than health scores
Totango shows customer health. Steerco shows customer strategy. If you need to move beyond "is this account at risk" to "what is our strategy to expand this account," you've outgrown Totango. Steerco connects health data to opportunity, competitive context, and execution plans.
Your tech stack has grown beyond Totango's reach
You're using 50+ tools. Totango connects to 5. Steerco connects to 600+. If your customer intelligence needs data from Stripe, Brex, Gong, LinkedIn, product analytics, and market research — Totango can't deliver it. Steerco can.
You need AI-powered insights, not rules-based monitoring
Totango alerts you to health decline. Steerco synthesizes customer data, market signals, and competitive context to recommend specific actions. If your board wants strategic recommendations, not just monitoring, you need AI that understands your business. Totango doesn't have it.
Your executive team wants automated board decks
Totango doesn't generate presentations. You export data and build manually. Steerco generates board-ready decks from live data in minutes. If your quarterly board meeting should take 5 minutes to prepare, not 40 hours, you need Steerco.
All you need is customer health monitoring
If your only requirement is health scores and engagement tracking, and you don't need presentations, strategy automation, or external intelligence, Totango is the cheapest option. But be honest: is monitoring enough, or have you outgrown that definition of customer success?
You want Totango's monitoring plus next-generation intelligence
Keep your existing tech while adding Steerco. We integrate with Totango, pull its health data, combine it with your complete customer context, and generate board decks and success plans. Best of both worlds during the transition.
Common Questions About Steerco vs. Totango
Totango has integrations. Doesn't that give us all the data we need?
Totango had an AI acquisition (Catalyst). Doesn't that add intelligence?
We already use Totango. Can we keep it and add Steerco?
How is Steerco's data accuracy compared to Totango?
What about the Catalyst-Totango merger? Should we wait to see what they do?
What's the transition timeline from Totango to Steerco?
Your Customers Deserve Better Than Yesterday's Technology.
Totango monitors customers. Steerco empowers them. 600+ integrations. AI-powered intelligence. Automated presentations. External market signals. Everything you need to serve customers at scale. Stop managing with health scores. Start transforming with strategy.