Vitally

Customer Success

Create & retain more successful customers

Powerful reporting, metrics, and alerts to help ensure your paying customers experience continuous value from your product.

Trapezoid Corp.has tripped the Churn Risk indicatorMRR> $1000Active User %< 10%No Data Uploads for> 15 daysRiskAvg Weissman Score3.5Messages sent94Aug 1410 daysRenews in:$500MRR:Rhombus Corp.

Fast and flexible customer + product analysis

The best way to ensure renewal - make sure customers experience recurring ROI from your product. Our reporting engine clearly surfaces product engagement alongside those at risk of churn.

Key Features

Hundreds of data points

Query your customers across custom KPIs, feature usage, or any trait you send us.

Track feature usage & custom KPIs

Define custom features & customer success metrics that ensure every customer experiences your product's unique value.

Expansion & Risk Indicators

Create alerts that notify your team the moment a customer may need some attention.

Track subscription details

Integrate with your billing system to analyze MRR alongside product usage.

Powerful segmentation

Automatically organize your customers into segments based on their product usage, MRR, industry, or any other data point we track.

Hundreds of data points

Query your customers across custom KPIs, feature usage, or any trait you send us.

Last seenNext renewal dateMRRUsersEnabled/disabled stateSlack IntegrationAvg Weissman Score14 minutes agorenews Sep 12in 12 days$7542 hours agorenews Sep 2in 2 days$5050%73 hours agorenews Sep 13in 13 days$75267 hours agorenews Sep 9in 9 days$5018a day agorenews Sep 1in a day$250150%32 days agorenews Sep 9in 9 days$5042 days agorenews Sep 8in 8 days$15073 days agorenews Sep 10in 10 days$7525%253 days agorenews Sep 12in 12 days$10043 days agorenews Sep 2in 2 days$250125 days agorenews Sep 3in 3 days$7527 days agorenews Sep 7in 7 days$75410 days agorenews Sep 8in 8 days$50620 days agorenews Sep 3in 3 days$7583.225%5.310.4%3.111.5%4.585.5%3.95.5%5.2200%5.4120%4.19.5%3.25.5%2.91.5%3.622%4.795.2%5.3101%3.025%AccountOnboardingTriangle Corp.OnboardingTriangle Corp.OnboardingRhombus Corp.OnboardingTrapezoid Corp.OnboardingPentagon Corp.No Recent C…OnboardingSquare Corp.OnboardingOval Corp.OnboardingRectangle Corp.OnboardingRhombus Corp.OnboardingTrapezoid Corp.OnboardingPentagon Corp.No Recent C…OnboardingSquare Corp.OnboardingOval Corp.No Recent C…OnboardingRectangle Corp.2.91.5%Active for 8 daysRichard HendricksASSIGNED TO:Low Weissman 🚨renews Sep 1in a day$250150%No Recent Comm.OnboardingSquare Corp.Search for a columnEnriched traitsAccount ownerIndicatorsSegmentsEventsSuccess MetricsYour traitsElementsOur traitsCOLUMN GROUPSTRAITSCSMFirst seenElement usedLast seenUsersActive User PercentSUBSCRIPTION DETAILSMRRTrial qualification scoreNext renewal dateTrial end dateDisplayed ColumnsAll ColumnsCUSTOMERSPied Piper Usage 👻33 AccountsEnterprise B2B4No Recent Comm.4Onboarding26SEGMENTS+RISKSLow Weissman 🚨5Low NPS5OPPORTUNITIESExceeded plan limits55My AccountsTrials (unqualified)3Trials (qualified)24Subscribed33$#ChurnedCurrentSettingsNotesIndicatorsAnalyzeAccountsHQRichard H.Pied PiperFilters (2)in MRR$27.3Kcustomers33trials27ONBOARDING

Create more successful customers

Our customer dashboard provides detailed insight into every customer's history with your product paired with tools to ensure continued customer success.

Key Features

360° customer views

Every customer has a dashboard showing product engagement, feature usage, custom metrics, users, and a lot more.

Track customer onboarding

Understand which key features every customer has, or has not, used.

Historical KPI performance

Dig into historical product usage and ensure each customer is trending towards renewal.

Assign CSMs & track conversations + notes

Assign CSMs to customers, keep track of conversations, and take notes of important updates.

360° customer views

Every customer has a dashboard showing product engagement, feature usage, custom metrics, users, and a lot more.

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Supercharge your customer communication

With Vitally's bi-directional Intercom integration, you'll be able to leverage our Customer Success insights in your favorite messaging platform.

Ready to give it a spin?

Get started for free - no credit card required.