We Help Teams Build Scaled CS
Vitally's all-in-one Customer Success Platform automates and scales your strategies, processes, and workflows with real-time customer data to drive measurable impact for your team and business.
Better Just Got Better
The latest feature updates to Vitally gives Customer Success teams and their organization greater access and control over how they measure, manage, and grow their book of business.
The
Customer
Success
Platform
that
Maximizes
Productivity
Visibility
Collaboration
Boost Team Productivity
Centralize all the capabilities you expect from best-in-class productivity tools with all of your customer data.
Your Hub For Important Work
Ensure that everyone has easy access to all the information that’s relevant to their work, at all times. Hubs give each individual and team their own workspace to organize customer data, Docs, Projects, Dashboards, and more.
Automate Work Your Way
Keep work flowing with Vitally's Visual Workflow Builder. Construct powerful workflows on an open canvas to reduce human touch points and accelerate successful outcomes at scale.
Keep Projects On Track
Projects are built to help Customer Success teams operate with clarity and speed. Stay aligned on every detail. Reduce work with templates and automation. Share progress. Hit your deadlines.
Smarter Notes for Smarter Teams
Flexible Notes make it easy for your team to keep customer records up-to-date with critical context. Start and end every customer interaction with the information that matters.
Put Knowledge On-Demand
Centralize all of your team's processes and documentation with a shared Knowledge Base for delivering consistent customer experiences at scale.
Unlock Real-Time Visibility
Always keep your finger on the pulse. Equip your team with real-time data, alerts, and reporting on customer interactions from across your tech stack.
Integrate Data With Confidence
Unify your customer data into a single platform. Connect with ease and stay connected with Vitally’s best-in-class integrations.
Take a Deep Dive into Your Accounts
Vitally 360 Views give you an instant look into all the activities, data, and insights to better understand your accounts, users, and more.
Health Scores for Every Segment
Build and update actionable Health Scores for every customer segment. Maintain an accurate picture of individual and aggregate customer health for every lifecycle stage, payment plan, market segment, and more.
Actionable, Real-Time Dashboards
Make key information immediately available and easy to digest for both internal teams and customers. Measure performance across your team, customers, products, and business.
Track Customer Impact with Goals
Use Goals to measure the effectiveness of your team’s work on customer outcomes. Apply Goals for all your accounts and organizations manually or via Playbook automation.
Strengthen Collaboration
Customers and Customer Success teams work better together. Enhance customer experiences and increase time to value through collaborative communication in a shared workspace.
Docs Powered by Customer Data
Docs make it easier than ever to collaborate and communicate with customers in a real-time, dynamic workspace. Streamline work and insights by embedding Projects, Tasks, and any other important customer data.
Omnichannel Conversations
Strike an intelligent balance between manual and automated customer engagement. Auto-schedule Conversations to prompt action at key moments, while personalizing as needed.
Gather & Analyze Customer Feedback
Use Vitally Surveys to understand how your customers are feeling across their entire journey. Build and send custom surveys to uncover insights, gather feedback, and much more.
Boost Team Productivity
Centralize all the capabilities you expect from best-in-class productivity tools with all of your customer data.
Your Hub For Important Work
Ensure that everyone has easy access to all the information that’s relevant to their work, at all times. Hubs give each individual and team their own workspace to organize customer data, Docs, Projects, Dashboards, and more.
Keep Projects On Track
Projects are built to help Customer Success teams operate with clarity and speed. Stay aligned on every detail. Reduce work with templates and automation. Share progress. Hit your deadlines.
Smarter Notes for Smarter Teams
Flexible Notes make it easy for your team to keep customer records up-to-date with critical context. Start and end every customer interaction with the information that matters.
Put Knowledge On-Demand
Centralize all of your team's processes and documentation with a shared Knowledge Base for delivering consistent customer experiences at scale.
Automate Work Your Way
Keep work flowing with Vitally's Visual Workflow Builder. Construct powerful workflows on an open canvas to reduce human touch points and accelerate successful outcomes at scale.
Unlock Real-Time Visibility
Always keep your finger on the pulse. Equip your team with real-time data, alerts, and reporting on customer interactions from across your tech stack.
Integrate Data With Confidence
Unify your customer data into a single platform. Connect with ease and stay connected with Vitally’s best-in-class integrations.
Take a Deep Dive into Your Accounts
Vitally 360 Views give you an instant look into all the activities, data, and insights to better understand your accounts, users, and more.
Health Scores for Every Segment
Build and update actionable Health Scores for every customer segment. Maintain an accurate picture of individual and aggregate customer health for every lifecycle stage, payment plan, market segment, and more.
Actionable, Real-Time Dashboards
Make key information immediately available and easy to digest for both internal teams and customers. Measure performance across your team, customers, products, and business.
Track Customer Impact with Goals
Use Goals to measure the effectiveness of your team’s work on customer outcomes. Apply Goals for all your accounts and organizations manually or via Playbook automation.
Strengthen Collaboration
Customers and Customer Success teams work better together. Enhance customer experiences and increase time to value through collaborative communication in a shared workspace.
Docs Powered by Customer Data
Docs make it easier than ever to collaborate and communicate with customers in a real-time, dynamic workspace. Streamline work and insights by embedding Projects, Tasks, and any other important customer data.
Omnichannel Conversations
Strike an intelligent balance between manual and automated customer engagement. Auto-schedule Conversations to prompt action at key moments, while personalizing as needed.
Gather & Analyze Customer Feedback
Use Vitally Surveys to understand how your customers are feeling across their entire journey. Build and send custom surveys to uncover insights, gather feedback, and much more.
You’ve got the data. We create the insights.
Vitally integrates seamlessly with your tech stack.
Don’t Just Take Our Word For It
G2 customers have repeatedly ranked Vitally #1 in Best Results for Fastest Time to ROI and Fastest Time to Go Live.
Request a DemoLevel Up Your Success
Grow your Customer Success processes with expert advice and training.
Success Network
A community-focused content hub featuring tips and innovative strategies from top thought leaders in CS.
Vitally Academy
Explore features and learn the foundations of Vitally with our video training series and on-demand tours.
Making Unstructured Data into Actionable Data
Ready to Scale Customer Success?
Take a live look at Vitally's Customer Success Platform to learn how your data can help your teams and customers achieve greater success.