We Help You Build Scaled Customer Success
One platform to build, execute, and automate your entire Customer Success strategy — now with purpose-built AI to uncover insights, eliminate busywork, and drive scalable growth for your business.
Trusted by 500+ Leading B2B Customer Success Teams
Thousands of Data Points. No Clear Direction.
With scattered data, CS teams struggle, making them more reactive, less objective, and frustratingly inefficient.
Team & Customer Data is Siloed
You are decentralizing your customer data and separating it from where your teams work, making scaling productivity increasingly difficult.
Success is Impossible to Measure
You can't define workflows to reach calculated objectives without a single platform to gain visibility into your strategies and data.
Customers Are Kept in the Dark
You can't get the best results for your customers unless you’re able to work with them through the journey and collaborate with shared data.
Where Customer Data Turns Into Customer Success
Vitally combines your data, teams, and customers into a single platform to maximize successful business outcomes.
Make Your Team More Productive
Unify your customer data and work while scaling CS productivity faster than ever with automated workflows and centralized project management.
Get Visibility into CS Impact
Take advantage of every critical data point to set KPIs, inform your strategies, analyze and measure the impact of CS, and scale the visibility of your reporting.
Simplify Customer Collaboration
Make it easy for your customers to collaborate on mutual success plans, complete tasks, and share insights — so that they make data-driven decisions.
the Problem
Thousands of Data Points. No Clear Direction.
With scattered data, CS teams struggle, making them more reactive, less objective, and frustratingly inefficient.
Team & Customer Data is Siloed
You are decentralizing your customer data and separating it from where your teams work, making scaling productivity increasingly difficult.
Success is Impossible to Measure
You can't define workflows to reach calculated objectives without a single platform to gain visibility into your strategies and data.
Customers Are Kept in the Dark
You can't get the best results for your customers unless you’re able to work with them through the journey and collaborate with shared data.
Why Vitally
Where Customer Data Turns Into Customer Success
Vitally combines your data, teams, and customers into a single platform to maximize successful business outcomes.
Make Your Team More Productive
Unify your customer data and work while scaling CS productivity faster than ever with automated workflows and centralized project management.
Get Visibility into CS Impact
Take advantage of every critical data point to set KPIs, inform your strategies, analyze and measure the impact of CS, and scale the visibility of your reporting.
Simplify Customer Collaboration
Make it easy for your customers to collaborate on mutual success plans, complete tasks, and share insights — so that they make data-driven decisions.
Vitally AI
Your AI 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.
Smarter Actions. Generate AI-powered plays for creating follow-up Tasks, drafting the ideal Conversation reply, and creating documentation.
Effortless 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 Experiences. 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 & Measure CS Impact
Connect data from across your tech stack with CS insights to tailor processes and strategies for achieving revenue growth.
Natively Integrated. 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 #1 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
Success Network
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?
