Visibility
Turn Customer Data Into Customer Success
Your customer data is the heart of everything you do. Accurately measure the entire customer journey with Goals, Health Scores, and Reports.
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Key Customer Success Visibility Features
Health Scores
Dynamically adjust metrics and measurements based on lifecycle stage, segment, and more with Health Scores.
Dashboards
Use powerful widgets to create custom reports and track the critical outcomes and KPIs of your business.
Goals
Apply Goals to all your accounts and organizations to measure the effectiveness of your workflows and strategies.
Integrations
The Deepest Integrations in CS
Sync your tech stack with your book of business so you can identify trends, track customer events, and streamline your customer data visibility.
Plug-and-Play Integrations
Our native integrations are built from the ground up so it’s never been easier to set up and manage your integrations.
Keep Your Systems In-Sync
Bidirectional integrations effortlessly keep your systems aligned while also benefiting other tools with Vitally customer data.
Automate Off Your Systems
Create workflow automations that trigger off of incoming data from your CRM, product analytics, revenue data, and more.
Increase Team Visibility, Drive Impact for Results
Achieve a more accurate picture of customer health with fully customizable Health Scores that dynamically adjust metrics and measurements based on lifecycle stage, segment, and more.
Book a DemoMake key information immediately available and easy to digest for both internal teams and customers. Leverage pre-built widgets for revenue growth or to measure performance across your team, customers, products, and business.
Book a DemoUsing Vitality Goals, teams can automatically measure and track the success of their CS strategies. By measuring success, teams can identify what is working and what isn't, and adjust on the fly.
Book a DemoCreate advanced formulas using any Vitally data point to query your data and report on success. Formulas can be built using simple math formulas or operators such as coalesce and ternary.
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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.
Collaboration
Increase customer transparency to reach new milestones with customers.
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?
