Productivity
Exceed Your Work Expectations
Give your teams the best experience for managing their customers and day-to-day with powerful Customer Success tools and automation.
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Key Customer Success Productivity Features
Hubs
Organize teams, customer data, and Views in Vitally Hubs to give everyone access to all of the information relevant to their work.
Projects
Stay aligned on every detail with your team and customers. Keep track of progress, share deadlines, and drive success.
Notes
Keep track of critical customer updates and activities through Notes. Create templates to standardize data collection at scale.
Playbooks
The Most Powerful Automation in CS
You can’t effectively build for Scaled CS without automation. With Vitally, you can automate any moment of the customer journey.
Standardize Workflows
Put your processes on autopilot. Create workflows to manage everything from CSM assignment, task creation, goal setting, and much more.
Scale Customer Experiences
Whether it be a Project, Doc, or conversation, Playbooks can automatically create and deliver necessary customer experiences at the exact moment in the customer journey.
Drive Impactful Growth
Identify new opportunities and risks that alert your team or start workflows to trigger actions to drive positive business outcomes.
The Right View Makes Data More Productive
Increase Team Productivity, Drive Impact for Results
Vitally is the only Customer Success Platform with dedicated Hubs. Build unique Hubs for teams, processes, and managing your day by using Views like Tables, Boards, Dashboards, Docs, Projects, and Account 360°s.
Book a DemoReduce the amount of time spent on repetitive tasks to optimize the impact of your Customer Success team. From CSM assignment to task creation to email campaigns, you can do it all in Vitally.
Book a DemoStandardize customer and team tasks into time-based Projects. Monitor milestones and tasks during lifecycle stages, set corresponding actions to new churn risks, or organize and manage team tasks.
Book a DemoUsing Team Docs, you can stay on top of all the critical information that keeps all your team members on the same page, such as company details, processes, and best practices.
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Explore the Product
Collaboration
Increase customer transparency to reach new milestones with customers.
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?
