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 Score3.5Percentage of licenses used94%Aug 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.

Build customer reports

Customize every aspect of Vitally’s reporting abilities to create real-time, shareable reports that satisfy any need.

Hundreds of data points

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

Filter sdays from now14is less thanNext renewal dateRemoveADD A FILTERFiltersMatch all filtersIndicatorsLow NPS 😞4Low Weissman 🚨3RisksNearing plan limit 🤑6OpportunitiesUnengaged12Losing Interest8Returned0Engaged20Product EngagementPast Due6Renewing Soon18Subscribed12Paid (New)4SubscriptionLast seenNext renewal dateMRRUsersEnabled/disabled stateSlack IntegrationAvg Weissman Score14 minutes agorenews Sep 12in 12 days$7542 hours agorenews Sep 2in 2 days$100100%73 hours agorenews Sep 13in 13 days$75267 hours agorenews Sep 9in 9 days$5018a day agorenews Sep 1in a day$25050%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%TrialEngagedEnding SoonTriangle Corp.EngagedIn TrialTriangle Corp.EngagedNew TrialRhombus Corp.EngagedEnding SoonTrapezoid Corp.EngagedNew TrialPentagon Corp.EngagedIn TrialSquare Corp.EngagedIn TrialOval Corp.EngagedIn TrialRectangle Corp.EngagedNew TrialRhombus Corp.EngagedNew TrialTrapezoid Corp.EngagedEnding SoonPentagon Corp.Active for 8 daysRichard HendricksASSIGNED TO:Low Weissman 🚨EngagedEnding SoonSquare Corp.Losing InterestIn TrialOval Corp.Losing InterestEnding SoonRectangle Corp.renews Sep 1in a day$25050%2.91.5%CURRENT40$10.2K in total MRRCHURNED12-$1.6K in total MRRCOLUMNSSearch for a columnDisplayedLast seenMRRNext renewal dateAvg Weissman ScorePiedpiperCoins AcquiredData Uploaded (kb)Percentage of licenses usedActive User PercentOur traitsYour traitsEventsEnriched traitsTraitsCSMFirst seenElement usedLast seenUsersActive User PercentSubscription DetailsMRRTrial qualification scoreNext renewal dateTrial end dateRichard H.Pied Piper7CUSTOMERSPied Piper UsageAll CustomersOnboarding progress (for trials) Onboarding progress DefaultPied Piper UsageCommunication & Feedback 💬Errors experienced 🚨CREATE NEW VIEWView all Customers & build new views

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.

Ready to give it a spin?

Get started with our Free plan - no credit card required.