Why Vitally
Built For Success. Ready For Scale.
Turn Customer Success into your center for Customer Intelligence. Vitally brings every signal into one platform — with purpose-built AI, automation, project management, and collaboration that scale with you.
Trusted by 600+ 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.
Your customer data lives in various tools and platforms and is separated from where your teams drive productivity.
With work and data spread across teams and tools, it’s impossible to inform your best business strategies.
Without the right strategies in place, your team becomes unable to create an impact for customers and revenue at scale.
Why Vitally
Scaled 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.
Optimize your team's efficiency and bandwidth so that CSMs can serve more customers and achieve better results.
Integrate real-time customer data to inform strategies, customer outcomes, health scores, automation, and more.
Accelerate TTV and transparency towards shared outcomes by partnering with your customers and team.
The Challenge
Reactive Customer Success
Traditional Customer Success Platforms leave your teams, customers, data, work, and knowledge scattered across tools.
Your customer data lives in various tools and platforms and is separated from where your teams drive productivity.
With work and data spread across teams and tools, it’s impossible to inform your best business strategies.
Without the right strategies in place, your team becomes unable to create an impact for customers and revenue at scale.
The Solution
Scaled 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.
Optimize your team's efficiency and bandwidth so that CSMs can serve more customers and achieve better results.
Integrate real-time customer data to inform strategies, customer outcomes, health scores, automation, and more.
Accelerate TTV and transparency towards shared outcomes by partnering with your customers and team.
Vitally aI
Meet Your AI Copilot for Customer Success
Better understand your customers to reduce churn, unlock growth, and always stay a step ahead with Vitally AI.
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.
360 Profiles
Tailor Your Customer Insights
360 Profiles allow you and your team to custom organize and visualize customer data. In order to keep critical data and insights in the forefront of your customer relationships, you can configure 360 Profiles with pinned properties and Views.
Keep key customer data points (like subscription information, renewal dates, product usage, etc.) close at hand with Pinned Properties.
Dashboards allow users to build custom reports and visualize relevant customer data. Pull in key metrics like health, activity, and usage.
Personalize your 360s with Pinned Views, including a section for your personal Views and another for admin recommended Views.
Health Scores
Modern Health Scoring for Modern CS
Vitally’s flexible Health Scores help you quantify customer risk, surface key trends, and drive action across your CS workflows. Define scoring models by segment, lifecycle stage, or success metric — all with no code required.
Customize scoring logic for different segments, products, or journey stages — no data team needed.
Incorporate product usage, survey results, support activity, and more to build a complete health profile.
Trigger automations and alerts based on score changes to stay ahead of churn and opportunity.
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.
360 Profiles
Tailor Your Customer Insights
360 Profiles allow you and your team to custom organize and visualize customer data. In order to keep critical data and insights in the forefront of your customer relationships, you can configure 360 Profiles with pinned properties and Views.
Keep key customer data points (like subscription information, renewal dates, product usage, etc.) close at hand with Pinned Properties.
Dashboards allow users to build custom reports and visualize relevant customer data. Pull in key metrics like health, activity, and usage.
Personalize your 360s with Pinned Views, including a section for your personal Views and another for admin recommended Views.
Health Scores
Modern Health Scoring for Modern CS
Vitally’s flexible Health Scores help you quantify customer risk, surface key trends, and drive action across your CS workflows. Define scoring models by segment, lifecycle stage, or success metric — all with no code required.
Customize scoring logic for different segments, products, or journey stages — no data team needed.
Incorporate product usage, survey results, support activity, and more to build a complete health profile.
Trigger automations and alerts based on score changes to stay ahead of churn and opportunity.
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
Our customers have repeatedly ranked Vitally as a top CSP on G2 for Fastest Time to ROI and Fastest Time to Go Live.
Level Up Your Success
Customer experience is in our DNA. Grow your Customer Success processes with expert advice and training.
Vitally Academy
Explore features and learn the foundations of Vitally with our video training series and in-depth use-cases.
Demo Center
Experience the Vitally platform first-hand with our library of interactive product tours.
Success Network
We work with leaders across the Customer Success space to bring you the latest insights, best practices, and more.
Ready to Scale Your Customer Success?
