The AI-Powered Workspace for CSMs
Deliver the clarity, automation, and AI-driven insights your team needs to move faster, stay aligned, and drive customer outcomes at scale.
Trusted by 600+ Leading B2B Customer Success Teams
Vitally AI
Your Copilot for Customer Success
Better understand your customers to reduce churn, unlock growth, and always stay a step ahead with Vitally AI.
Instant Summaries
Create rich, detailed customer summaries from all your unstructured data, transcripts, notes, tickets, and more.
Agentic Actions
Generate AI-powered plays for creating follow-up Tasks, drafting the ideal Conversation reply, and creating documentation.
Smarter Answers
Query about a customer, meeting, or conversation to extract insights, identify opportunities, and generate takeaways.
Meaningful Transcripts
Take the valuable data from your spoken conversations and turn them into summaries, tasks, and deeper insights.
Productivity
Simple Workflows, Exceptional Results
Vitally combines your data, teams, and customers into a single platform to maximize successful business outcomes.
Powerful Automation
Build Playbooks to automatically manage everything from CSM assignment, task creation, and much more.
Agile Project Management
Keep customers on the right track through every Project milestone and point of the customer journey.
Personalized Experience
Organize your workspace like never before with focused Hubs for your teams, processes, and more.
Collaboration
Work Towards Shared Success
Ensure your team and customers are aligned on business objectives and essential tasks with collaboration tools.
Collaborative Docs
Connect your data and customers to share information, complete tasks, and work towards mutual success.
Real-Time Feedback
Distribute custom surveys to gather product insights and capture feedback that inform strategies and processes.
Smarter Meetings
Connect your calendar to visualize your schedule, track attendance, add detail important notes.
Visibility
Analyze and Measure CS Impact
Connect data from across your tech stack with CS insights to tailor processes and strategies for achieving revenue growth.
Natively Integrate
Easily connect your tech stack to surface insights from your product, CRM, comms, and more.
Dynamic Health Scores
Accurately visualize customer health with scores based on current lifecycle stage or segment.
Powerful Reporting
Create beautiful dashboards to showcase KPIs, team performance, and the impact of Customer Success.
Vitally AI
Your Copilot for Customer Success
Better understand your customers to reduce churn, unlock growth, and always stay a step ahead with Vitally AI.
Instant Summaries
Create rich, detailed customer summaries from all your unstructured data, transcripts, notes, tickets, and more.
Agentic Actions
Generate AI-powered plays for creating follow-up Tasks, drafting the ideal Conversation reply, and creating documentation.
Smarter Answers
Query about a customer, meeting, or conversation to extract insights, identify opportunities, and generate takeaways.
Meaningful Transcripts
Take the valuable data from your spoken conversations and turn them into summaries, tasks, and deeper insights.
Productivity
Simple Workflows, Exceptional Results
Vitally combines your data, teams, and customers into a single platform to maximize successful business outcomes.
Powerful Automation
Build Playbooks to automatically manage everything from CSM assignment, task creation, and much more.
Agile Project Management
Keep customers on the right track through every Project milestone and point of the customer journey.
Personalized Experience
Organize your workspace like never before with focused Hubs for your teams, processes, and more.
Collaboration
Work Towards Shared Success
Ensure your team and customers are aligned on business objectives and essential tasks with collaboration tools.
Collaborative Docs
Connect your data and customers to share information, complete tasks, and work towards mutual success.
Real-Time Feedback
Distribute custom surveys to gather product insights and capture feedback that inform strategies and processes.
Smarter Meetings
Connect your calendar to visualize your schedule, track attendance, add detail important notes.
Visibility
Analyze and Measure CS Impact
Connect data from across your tech stack with CS insights to tailor processes and strategies for achieving revenue growth.
Natively Integrate
Easily connect your tech stack to surface insights from your product, CRM, comms, and more.
Dynamic Health Scores
Accurately visualize customer health with scores based on current lifecycle stage or segment.
Powerful Reporting
Create beautiful dashboards to showcase KPIs, team performance, and the impact of Customer Success.
Customer Success Leaders Have Spoken
For 2025, Vitally was again ranked a leader in Momentum for Customer Success Platforms on G2. With consistently high satisfaction ratings (4.5 average score) and continuous product updates, Vitally continues to set customers up for success.
Real Customers. Real Results.
All Customer Stories
Work Smarter, Think Bigger, Grow Together
Take your career to the next level with resources curated for your professional growth.
Academy
On-Demand Product Lessons
Explore features and learn the foundations of Vitally with our video training series and in-depth use-cases.
Training
Live Hands-on Instruction
Our Vitally CS team offers live training sessions to help you learn everything from the basics to advanced features.
Development
Lessons in CS Thought-Leadership
We work with leaders across the Customer Success space to bring you the latest insights, best practices, and more.
Ready to Scale Your Customer Success?
