Supercharge your Customer Success
Vitally provides powerful analytics, alerts, and automated workflows to metrics driven Customer Success teams.
Better onboard customers
Measure & improve product usage
Analyze & grow MRR
Convert more qualified trials
Detect & reduce churn
Track & improve trial conversions
Helping some amazing B2B companies build & grow successful customers
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.
Organize
Track the customer journey
CRMs can get noisy fast. Automatically organize your trials and customers into their lifecycle stage to better focus your Customer Success efforts.
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. Even auto-send NPS surveys. Vitally’s automated workflows can make a Customer Success team of 1 seem like 100.
Customize
Customize to your liking
No two B2B SaaS products are the same. Create custom metrics and segments that ensure the right customers continuously experience your unique value.
Survey
NewCapture 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 😍.
Engage
Coming SoonPersonalized 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.
Vitally is awesome! We've tried several other tools, but Vitally is the most flexible and the easiest to setup. We were up and running in days. Our team loves it!
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.
