New!Bidirectional Salesforce & Hubspot integrations • A team dashboard to track account health for each CSM
Supercharge your Customer Success
Powerful analytics, automation, and engagement tools for world-class customer management & success.
You're in good company
Vitally powers the Customer Success efforts for some of the fastest-growing B2B SaaS companies around.
How Vitally works for you
Create, grow, and retain more successful customers
Your customers vastly outnumber your Customer Success team. You need a Customer Success platform built with that scale in mind. Meet Vitally.
Aggregate
Unify your customer data
Constantly switching tabs is tiresome. Aggregate every touchpoint customers have with your business and product into a single, beautiful 360° profile.
Segment
Track & segment the customer journey
The more you grow, the more essential customer segmentation becomes. Auto-segment your trials and customers into their lifecycle stage while building custom segments across any data point.
Analyze
Prove your success
It’s hard to improve what you don’t measure. Build customer reports across any data point and analyze the KPIs that drive your business's, and customers', success.
Automate
Automate workflows
Fire churn risk or opportunity alerts, auto-assign CSMs, create tasks, and even auto-send NPS surveys. Vitally’s automated Playbooks help a single Customer Success manager do the work of 100.
Monitor
Follow your customers' health
No two B2B SaaS products are the same. Create custom health scores and metrics that ensure your customers continuously experience your unique value.
Survey
Capture and analyze feedback
NPS solutions weren't built for B2B...until now. Introducing NPS for Customer Success - gather feedback, send targeted surveys, and analyze satisfaction across a business’s users. Best part? It’s 100% free 😍.
Converse
Personalized customer engagement, at scale
Striking the perfect balance of manual vs. automated customer engagement can be difficult. Create rules to auto-schedule conversations at the right times and make manual edits when further personalization is needed.
Trusted by leaders at fast-growing B2B companies
We're powering growth and retention efforts for some exceptional customers.
With Vitally, we're able to identify churn risks 5x faster than before. That leads us to double our revenue retention. If you're thinking about switching, it's a complete no brainer.
Romain LapeyreCEO at Gorgias
As a Success Manager, I can honestly say it's completely changed the game for us! The amount of visibility I have is astounding and the platform allows me to deliver so much value! Vitally is heads above the competition.
Sudeshan MudaliPartner Success Manager at Figured
Loving Vitally - setup was super simple! It allows us to easily figure out which of our trialing customers should be given more attention to get them over the line.
Chris DuellCEO at elevio
