See What Success Looks Like

Platform Overview

Take an in-depth tour of Vitally's Customer Success Platform.

Productivity

Hubs

Organize teams, customer data, and Views in Hubs to give everyone access to all information relevant to their work.

Productivity

Views

Build dynamic Views for organizing data, collaborating with customers, and more.

Collaboration

Docs

Collaborate with customers in real-time, leveraging customer data and insights from Vitally.

Productivity

Automation

Increase your CS team's productivity by automating account assignment, customer segmentation, and other manual tasks.

Visibility

Health Scores

Create scores that dynamically change based on lifecycle stage, segmentation, and much more.

Productivity

Projects

Stay aligned on every detail with your team and customers. Keep track of progress, share deadlines, and drive success.

Productivity

Notes

Track and stay ahead of customer needs while also keeping your organization informed on important updates.

Visibility

Dashboards

Track performance, KPIs, and the impact of Customer Success.

Visibility

Account 360º

Dive deeper into your accounts to view all their latest data, activities, and more.

Collaboration

Conversations

Manage your omni-channel conversations across Gmail, Outlook, Intercom and more.

Visibility

Goals

Set Goals to track customer and business outcomes to inform strategies.

Visibility

Formula Traits

Unlock more ways for Customer Success teams to track and analyze customer data with Formula Traits.

Collaboration

Custom Surveys

Seamlessly gather and take action on customer insights with Custom Surveys

Collaboration

Discussions

Easily loop in your team to collaborate on feedback, questions, and more.

Collaboration

Meetings

Sync and manage your Meetings from Google Calendar and Gong.