All-in-One Success with Vitally
A new era of Customer Success has arrived. Customer Success platforms have not kept up. It's time to change that.
Trusted by leading B2B Customer Success Teams
The Challenge
Reactive Customer Success
Traditional Customer Success Platforms leave your teams, customers, data, work, and knowledge scattered across tools.
Siloed
Customer Data
Your customer data lives in various tools and platforms and is separated from where your teams drive productivity.
Broken
Team Process
With work and data spread across teams and tools, it’s impossible to inform your best business strategies.
Inconsistent
Business Outcomes
Without the right strategies in place, your team becomes unable to create an impact for customers and revenue at scale.
Why Vitally
Proactive Customer Success
Vitally is an all-in-one Customer Success Platform that combines real-time customer data with dedicated workspaces to power visibility, productivity, and collaboration.
Unmatched
Visibility
Integrate real-time customer data to inform strategies, customer outcomes, health scores, automation, and more.
Increased
Productivity
Optimize your team's efficiency and bandwidth so that CSMs can serve more customers and achieve better results.
Seamless
Collaboration
Accelerate TTV and transparency towards shared outcomes by partnering with your customers and team.
A Customer Success Platform, But Better.
Smarter Tables
See exactly what you need, and even make updates to Vitally and your tech stack without breaking a sweat.
Tour Views
Dynamic
Dashboards
Tap into your customer and business data with drop-and-drag widgets to visualize your success.
Tailored
Health Scores
Create Health Scores as unique as your customers. Customize to measure health by segment, stage, and more.
Actionable
Customer 360s
Discover real-time insights about your customers and users based on product behavior and customer experiences.
Made For People That Create Success.
See how teams leverage Vitally to inform business strategies, tailor customer experiences, and drive revenue impact.
Hubs
Organize Your Work & Data
Vitally is the only Customer Success Platform with dedicated Hubs for organizing all your work and data with Views. Create unique Hubs for your teams, processes, and managing your day.
Make your Customer Success Platform experience unique and tailored to your roles, teams, and business needs.
Choose from a wide range of Views, including Tables, Boards, Dashboards, Docs, Projects, and Account 360°s.
Pin your Views to quickly access your work, customers, and data without having to jump through menus.
Automation
Put Your Strategies on Autopilot
Never do the same work twice. Playbooks automate all your processes and repetitive workflows. From CSM assignment to task creation to email campaigns, you can do it all in Vitally.
Build powerful Playbook automation to efficiently manage your accounts, users, teams, work, and more.
13+ Playbook Actions let you do everything from applying segments, completing Tasks, creating Projects, and setting Goals.
Efficiently automate for any number of outcomes within a single Playbook using powerful branching logic.
Projects
Keep Your Customers on Track
Standardize 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.
Create and assign tasks to your team or customers.
Automate the creation of Projects and the completion of tasks based on customer activities with Playbooks.
Embed your Projects into Docs to share and collaborate with Customers through critical tasks.
Goals
Set and Measure Impact
Assess the effectiveness of your processes on driving customer outcomes with Goals. Create and apply Goals to customers to ensure that your operation is effective and efficient.
Monitor customer outcomes against your processes and operation goals to better understand how your business is doing.
Analyze trends, success rates, and overall activity along with desired outcomes by leveraging templates.
Adapt strategies in order to achieve success with both short- and long-term objectives.
Surveys
Turn Your Feedback into Insights
Find out exactly what your customers think by using Vitally Surveys. Create custom surveys to gather customer insight, product feedback, and so much more.
Create custom surveys from a wide range of inputs, including text, single & multi-select, scales, numbers, dates, and NPS.
Automatically verify submissions with a dedicated link for each user.
Leverage survey inputs to update account details, automate activities, and tailor your strategies.
Docs
Work Towards Mutual Success
Docs make it easier than ever to collaborate and communicate with customers in a real-time, dynamic workspace. Streamline work and insights by embedding Projects, Tasks, Goals, and any other important customer data.
Easily organize your information, thoughts, and more with powerful editing, embeddable objects, and multiple page layouts.
Give your teams and customers the ability to make critical updates to their plans, outcomes, and feedback with interactive data fields.
Personalize collaboration at scale with templates that can automatically update Docs with names, Tasks, Goals, and more.
Hubs
Organize Your Work & Data
Vitally is the only Customer Success Platform with dedicated Hubs for organizing all your work and data with Views. Create unique Hubs for your teams, processes, and managing your day.
Make your Customer Success Platform experience unique and tailored to your roles, teams, and business needs.
Choose from a wide range of Views, including Tables, Boards, Dashboards, Docs, Projects, and Account 360°s.
Pin your Views to quickly access your work, customers, and data without having to jump through menus.
Automation
Put Your Strategies on Autopilot
Never do the same work twice. Playbooks automate all your processes and repetitive workflows. From CSM assignment to task creation to email campaigns, you can do it all in Vitally.
Build powerful Playbook automation to efficiently manage your accounts, users, teams, work, and more.
13+ Playbook Actions let you do everything from applying segments, completing Tasks, creating Projects, and setting Goals.
Efficiently automate for any number of outcomes within a single Playbook using powerful branching logic.
Projects
Keep Your Customers on Track
Standardize 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.
Create and assign tasks to your team or customers.
Automate the creation of Projects and the completion of tasks based on customer activities with Playbooks.
Embed your Projects into Docs to share and collaborate with Customers through critical tasks.
Goals
Set and Measure Impact
Assess the effectiveness of your processes on driving customer outcomes with Goals. Create and apply Goals to customers to ensure that your operation is effective and efficient.
Monitor customer outcomes against your processes and operation goals to better understand how your business is doing.
Analyze trends, success rates, and overall activity along with desired outcomes by leveraging templates.
Adapt strategies in order to achieve success with both short- and long-term objectives.
Surveys
Turn Your Feedback into Insights
Find out exactly what your customers think by using Vitally Surveys. Create custom surveys to gather customer insight, product feedback, and so much more.
Create custom surveys from a wide range of inputs, including text, single & multi-select, scales, numbers, dates, and NPS.
Automatically verify submissions with a dedicated link for each user.
Leverage survey inputs to update account details, automate activities, and tailor your strategies.
Docs
Work Towards Mutual Success
Standardize 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.
Easily organize your information, thoughts, and more with powerful editing, embeddable objects, and multiple page layouts.
Give your teams and customers the ability to make critical updates to their plans, outcomes, and feedback with interactive data fields.
Personalize collaboration at scale with templates that can automatically update Docs with names, Tasks, Goals, and more.
There’s Even More to Vitally
Templates
Standardize your processes to keep your customer experiences consistent across your book of business.
Discussions
Your success, product, marketing, and sales teams can work together in Vitally to better understand your customers.
Notes
Track and stay ahead of customer needs while also keeping your organization informed on important updates.
Formula Traits
Create custom KPIs using the data you feed into Vitally to inform customer health, success, and automation.
Unified Inbox
Bring together your conversations and inboxes across Gmail, Outlook, Intercom, and Zendesk.
Indicators
Proactively alert your team for customer behavior changes that can lead to churn risks and expansion opportunities.
Don’t Just Take Our Word for It
G2 customers have repeatedly ranked Vitally #1 in Best Results for Fastest Time to ROI and Fastest Time to Go Live.
Time to Estimated ROI
Time to Go Live
Experts Say It Best
“I would absolutely recommend Vitally. I think that as an admin…it is a simple tool, but it's really powerful at the same time. You can do a lot without having to have a huge team doing an administration on the backend.”
Linnea Olson
"With Vitally we can automate where we need to automate, and spend our time where we need to spend our time. It's made us way more efficient."
Jared McCoskey
“We have every one of our CSMs using Vitally. It took us maybe a month or two to get up to speed where we had virtually everyone using it, but at this point, it is the core tool that our CS team uses to get their work done.”
Chris Schwass
“We're seeing an increase in customer renewal deals converting. We're seeing an increase in expansion revenue, and again, that all goes back to having Vitally, and having a place to manage those processes.”
Amelia Mehaffey
"Vitally has solved the original problems we had, which was: understanding what our customer engagement is, how we're building our relationships with our customers, tracking who is in charge of particular accounts, and tracking how much they're paying."
Domila McFarlane
"If we don't give Customer Success teams all the ammunition they need to actually go ahead and help customers, the whole idea behind having a Success team is just moot."
Syed Asad
"After implementing Vitally, expansion MRR definitely increased. It's this overwhelming feeling of relief that we have a complete customer picture with one click."
Martin Kõiva
“Since we started managing our QBR and renewal processes through Vitally, we also noticed a 20% decrease in monthly churn between the first half and the second half of 2023.”
Alisa Feng
“What makes Vitally different is how you can parse all that data. The views are so powerful, [telling] me everything I need to know in one single click.”
Star Hofer
“We wanted to try out a new [Customer Success Platform], some new player on the block who could give us an edge. [The platform] that fit our culture and our needs the best was Vitally.”
Nikolas Artadi
“The automation builder in Vitally was definitely the best one that we saw when we were looking at competitors.”
Tomas Williams
"We didn't need a data team or operations experts to do lots of integrations. Vitally's integrations are very much plug and play."
John Henwood
“We’re the CRM for car washes, but we need the CRM for Customer Success.”
Henry Simon
"The platform is fun to play with, it's very self-service and very quick to onboard. The ease of use sets Vitally apart."
Azelie Pouliot
“Customer Success actually holds the top four biggest deals in company history, all driven through expansion generating north of $250K ARR.”
Ben Francis
“I have recommended Vitally to many leaders of Customer Success organizations because we have had such phenomenal results using it ourselves.”
Nick Raushenbush
“From an expansion standpoint, Vitally has been extraordinarily helpful."
Vicki Sorensen
"Our team now really works solely out of Vitally. Instead of being in our inbox all day, we're able to be proactive."
Hope Supernic
Level Up Your Success
Customer experience is in our DNA. Grow your Customer Success processes with expert advice and training.
Boost Your Customer Success Productivity Now
Sign up for a live demo to see how Vitally can improve your Customer Success organization.
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