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We've raised a $30M Series B to transform Customer Success! Get an exclusive
look →

Product

Product Overview

PRODUCTIVITY

Give your team all the tools they need to get more work done.

VISIBILITY

Discover actionable insights to drive your book of business.

COLLABORATION

Increase customer transparency to reach new milestones with customers.




INTEGRATIONS

Sync Customer data from your enterprise applications to and from Vitally.

Product Education


VITALLY ACADEMY

Explore the features of Vitally and learn the foundations of our training series
and tours.


HELP CENTER

Dive into our knowledge base to learn more about features and get answers to
your questions.


SEE VITALLY IN ACTION

Request A DemoTake a Tour

Solutions

By Role


CUSTOMER SUCCESS LEADER

Set your team and customers up for success 
at scale.


ACCOUNT MANAGERS

Drive effortless expansion and retention across your book of business.


CUSTOMER SUCCESS MANAGER

Enhance the customer experience while making work easier.


EXECUTIVES

Maintain your business momentum and keep your customers happy.


OPERATIONS

Streamline processes and data management across your business.

By Model


TECH-TOUCH

Manage one-to-many customer relationships with ease.


HIGH-TOUCH

Deliver personalized, one-to-one customer experiences at scale.


Customers
Success Network



SUCCESS NETWORK

A community-focused content hub featuring tips and innovative strategies from
top thought-leaders in CS.

Explore →


EVENTS

Join our team and thought-leaders across Customer Success to gain insights and
best practices.


BLUEPRINTS

Explore Customer Success best practices and inspiration from today's thought
leaders.


BLOG

See the latest updates about our products and the future of Customer Success.


VITALLY LABS

Use our free tools to measure churn, ROI, and productivity with Vitally.


RESEARCH

Explore our library of reports, infographics, videos, and other resources to
accelerate your success.


PODCASTS

Deep-dive conversations with the world's most innovative Customer Success
leaders.

Discover our hand-selected group of Customer Success experts, leaders, and
visionaries.

Explore the Directory →
Report


THE SECRET LIVES OF CSMS

Interactive Tool


THE 5-MINUTE CUSTOMER SUCCESS PROCESS BUILDER


Pricing
Company



ABOUT

Learn more about our mission, leadership, and the values we live and work by.


CONTACT

Need help or have other questions? Get in touch with our team today.


CAREERS

See the latest opportunities to join Vitally in our mission to maximize Customer
Success productivity.


WE'RE HIRING!

Browse Jobs

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EventsBlueprintsBlogPodcasts
ResearchLabsExperts

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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.

Request a DemoTake a Tour
Rated #1 for Best Results for Customer Success Platforms



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 a breaking a sweat.




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.


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.




THERE’S EVEN MORE TO VITALLY


DOCS

Collaborate with your customers in a shared space. Enrich your Docs with
real-time data, Projects, and more.


INDICATORS

Proactively alert your team for customer behavior changes that can lead to churn
risks and expansion opportunities.


NOTES

Track and stay ahead of customer needs while also keeping your organization
informed on important updates.


TEMPLATES

Standardize your processes to keep your customer experiences consistent across
your book of business.


SUCCESS METRICS

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.


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.

Download Report


TIME TO ESTIMATED ROI


TIME TO GO LIVE


LEADING THE FUTURE OF CUSTOMER SUCCESS





EXPERTS SAY IT BEST

All Customer Stories
View More Customer Stories

View More Customer Stories

“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

Customer Success Operations Manager
View Customer Story

"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

Director of Customer Success
View Customer Story

“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

Director of Customer Revenue Operations
View Customer Story

“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

Customer Success and Experience Team Lead
View Customer Story

"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

Customer Success Director
View Customer Story

"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

VP of Sales and Success
View Customer Story

"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

CEO
View Customer Story

“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

Former Chief Customer Officer
View Customer Story

“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

Business Solution Analyst
View Customer Story

"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

Senior Director of Customer Success
View Customer Story

“We’re the CRM for car washes, but we need the CRM for Customer Success.”


HENRY SIMON

Customer Success Manager
View Customer Story

"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

Director of Client Services
View Customer Story

“Customer Success actually holds the top four biggest deals in company history,
all driven through expansion generating north of $250K ARR.”


BEN FRANCIS

Head of Customer Success
View Customer Story

“I have recommended Vitally to many leaders of Customer Success organizations
because we have had such phenomenal results using it ourselves.”


NICK RAUSHENBUSH

COO
View Customer Story

“From an expansion standpoint, Vitally has been extraordinarily helpful."


VICKI SORENSEN

Global Head of Customer Success
View Customer Story

"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

Director of Customer Success
View Customer Story



LEVEL UP YOUR SUCCESS

Grow your Customer Success processes with expert advice and training.


SUCCESS NETWORK

A community-focused content hub featuring tips and innovative strategies from
top thought leaders in CS.

Explore


VITALLY ACADEMY

Explore features and learn the foundations of Vitally with our video training
series and on-demand tours.

Learn


WE GET SUCCESS. WE GET YOU.

Customer experience is in our DNA. From onboarding to figuring out best
practices, our team is ready to assist your needs as an ever-evolving Customer
Success organization.

All plans include customer onboarding

Best-in-class support is ready to help

Plus, visit our help center for tips and tricks


READY TO PUT YOUR DATA TO WORK?

Take a live look at Vitally's Customer Success Platform to learn how your data
can help your teams and customers achieve greater success.

Request a DemoTake a Tour
Take a Tour of Vitally

EXPLORE VITALLY

Request a Demo
Product Tour


PRODUCT

Why Vitally
CS Productivity
CS Visibility
CS Collaboration
Integrations
Vitally Academy
Help Center

SOLUTIONS

CS Leader
CS Manager
Operations
Account Managers
Executives
Tech-Touch
High-Touch

LEARN

Success Network
Events
Blog
Blueprints
Podcasts
Research
Vitally Labs
Expert Directory

PARTNERS

Referral Partners
Service Partners

COMPANY

Customers
Pricing
About
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