Collaboration
Keep Your Customer Success In Sync
Succeed together with collaboration tools to keep your team and customers aligned on impactful business objectives and essential tasks.
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Key Customer Success Collaboration Features
Conversations
Seamlessly connect all your conversation tools into a single tab to consolidate customer interactions.
Discussions
Your success, product, marketing, and sales teams can work together in Vitally to better understand your customers.
Meetings
Automatically keep track of meetings and attendance to work towards outcomes for your customers.
Docs
The Smartest Way to Work Together
Customers Success teams and their customers can collaborate quickly and easily with Docs' personalized workspaces powered by customer data.
Standardize Customer Experiences
Create reusable templates that make it easy for your team to share guidance, tasks, and materials that help customers get the most out of your product and business.
Personalize at Scale
From names to health scores and product usage, insert real-time customer data to personalize and tailor Docs to your customers.
Embed Goals, Projects, and More
Bring your customer-facing Goals, Projects, Cards, and more to inform and align with customers on progress and tasks.
Surveys
Turn Feedback Into Insights
Get detailed insight into your customers' thoughts with Surveys. Create custom surveys to collect product feedback and more.
Build Custom Surveys
Create custom surveys from a wide range of inputs, including text, single & multi-select, scales, numbers, dates, and NPS.
Integrate Into Your Customer’s Profile
Survey responses act like any other data object inside of Vitally, so you can inform health scores, trigger automation, and more.
Get Your Results Where You Work
Easily access Vitally survey responses from Account 360s, Tables, or send results in real-time to your company Slack.
Increase Team Collaboration, Drive Impact for Results
Streamline your customer engagement by connecting all your conversation tools into one platform. Enjoy seamless management of customer interactions with your business inbox and ticketing tools.
Book a DemoBring every team from across your business into Vitally to better understand customers and their experiences. From product and engineering to sales and marketing, Vitally gives you a single place to work towards business success.
Book a DemoAdd important context to your customer meetings by adding Notes and connecting back to other activities in Vitally such as Projects, Docs, and more.
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Explore the Product
Productivity
Give your team all the tools they need to build and automate how they get work done.
Visibility
Discover actionable insights to drive your book of business, inform strategies, and keep data flowing.
Integrations
You’ve got the data, we’ve got the insights. Vitally seamlessly integrates with your entire tech stack.
Vitally Academy
Explore features and learn the foundations of Vitally with our video training series and on-demand tours.
Ready to Scale Your Customer Success?
