Introducing G2.ai, the future of software buying.Try now
Compare ClientSuccess and Vitally 
Featured Products
At a Glance
Market Segments
Mid-Market (56.1% of reviews)
Mid-Market (55.1% of reviews)
Entry-Level Pricing
Contact Us
No pricing available
ClientSuccess
Star Rating
(422)4.4 out of 5
Market Segments
Mid-Market (56.1% of reviews)
Pros & Cons
Entry-Level Pricing
Contact Us
Learn more about ClientSuccessVitally
Star Rating
(679)4.5 out of 5
Market Segments
Mid-Market (55.1% of reviews)
Pros & Cons
Entry-Level Pricing
No pricing available
Free Trial is available
Learn more about VitallySummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- G2 reviewers report that Vitally excels in providing a comprehensive view of customer health, thanks to its robust integration capabilities with platforms like Redshift, Jira, and Salesforce. This allows users to access a wealth of information on a single platform, enhancing their ability to manage customer relationships effectively.
- Users say that ClientSuccess stands out for its user-friendly interface, making it easy for teams to quickly assess client health and activity. One reviewer highlighted the product's intuitive design, stating that it "doesn't take a degree to use," which is particularly beneficial for teams looking for a straightforward solution.
- According to verified reviews, Vitally's Playbooks feature is a significant advantage, enabling users to create custom workflows tailored to client activity. This flexibility is praised for its value across different departments, allowing for a more personalized approach to customer management.
- Reviewers mention that ClientSuccess offers excellent support, with many users appreciating the team's responsiveness and dedication to customer care. One user noted that the team "really cares about its customers," which contributes to a positive overall experience.
- G2 reviewers highlight that while Vitally has a slight edge in overall satisfaction scores, ClientSuccess maintains a strong reputation for its ease of use and setup. Users have noted that the onboarding process is quick and intuitive, making it easier for teams to get started without extensive training.
- Users report that both platforms have their strengths, but Vitally's higher G2 Score reflects a broader market presence and user satisfaction. However, ClientSuccess remains a solid choice for those prioritizing a simple, effective tool for daily customer success management.
Pricing
Entry-Level Pricing
ClientSuccess
ClientSuccess
Contact Us
- Customer Success Management Software
- Customer Journey Mapping
- Forecasting SaaS Renewal
Vitally
No pricing availableFree Trial
ClientSuccess
No trial information availableVitally
Free Trial is available
Ratings
Meets Requirements
8.3
316
8.7
549
Ease of Use
8.9
319
8.4
567
Ease of Setup
8.4
150
8.1
310
Ease of Admin
8.9
156
8.7
206
Quality of Support
8.8
286
9.0
461
Has the product been a good partner in doing business?
9.4
154
9.3
206
Product Direction (% positive)
8.5
294
9.1
526
Features by Category
Customer Information
8.5
238
|
Verified
8.7
434
|
Verified
8.6
240
|
Verified
8.9
435
|
Verified
8.5
238
|
Verified
8.8
430
|
Verified
7.8
183
8.4
419
|
Verified
8.3
204
|
Verified
8.7
432
|
Verified
7.9
187
|
Verified
8.6
405
|
Verified
7.4
124
|
Verified
7.6
348
|
Verified
Predictions
8.1
194
|
Verified
8.1
405
|
Verified
7.2
146
|
Verified
7.7
371
|
Verified
7.3
139
|
Verified
8.5
389
|
Verified
6.1
96
|
Verified
6.7
324
|
Verified
Platform
7.6
223
|
Verified
8.5
412
|
Verified
7.5
204
|
Verified
8.4
393
|
Verified
7.7
195
|
Verified
8.2
378
|
Verified
8.0
189
|
Verified
8.5
388
|
Verified
7.8
207
|
Verified
8.2
401
|
Verified
7.6
216
|
Verified
8.7
407
|
Verified
8.1
205
|
Verified
8.8
392
|
Verified
8.6
174
|
Verified
8.8
362
|
Verified
8.3
226
|
Verified
8.9
399
|
Verified
8.7
220
|
Verified
8.8
386
|
Verified
Generative AI
6.3
8
Feature Not Available
6.3
8
Feature Not Available
Agentic AI - Customer Success
Not enough data
8.8
11
Not enough data
8.6
11
Not enough data
8.8
12
Not enough data
9.2
12
Not enough data
8.2
11
Billing and Payments
7.2
17
Not enough data
7.1
18
Not enough data
7.1
18
Not enough data
Revenue Recognition
7.5
24
Not enough data
7.4
18
Not enough data
7.5
21
Not enough data
Revenue Optimization
8.5
30
Not enough data
7.6
21
Not enough data
8.0
31
Not enough data
8.2
27
Not enough data
Sales Team
8.0
15
7.9
89
7.8
17
7.6
90
8.3
20
8.4
104
Intelligence
8.1
18
8.2
99
7.4
17
7.5
94
7.9
17
7.6
90
Mapping
7.3
14
7.5
88
8.1
24
8.0
96
Agentic AI - Customer Revenue Optimization
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Onboarding Setup
8.2
53
8.6
127
8.3
51
8.6
131
8.4
56
8.4
125
Project Tracking
8.0
51
8.5
127
8.2
45
8.2
119
8.3
44
8.2
119
8.0
58
8.5
128
8.2
48
8.2
118
Customer Engagement
7.8
43
8.1
117
8.1
54
8.1
117
7.0
32
7.8
112
8.0
49
8.5
117
7.6
41
8.3
120
Categories
Categories
Shared Categories
ClientSuccess and Vitally are categorized as Customer Success, Client Onboarding, and Customer Revenue Optimization
Unique Categories
ClientSuccess is categorized as Subscription Revenue Management
Vitally has no unique categories
Reviews
Reviewers' Company Size
ClientSuccess
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Vitally
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Computer Software
37.3%
Information Technology and Services
16.6%
Marketing and Advertising
8.7%
Internet
3.9%
Computer & Network Security
3.9%
Other
29.6%
Computer Software
44.5%
Information Technology and Services
22.6%
Financial Services
4.2%
Computer & Network Security
3.6%
Marketing and Advertising
3.5%
Other
21.6%
Discussions
Is there a way to mass upload Zendesk Company IDs so we don't have to manual input them in each client in CS?
5 Comments
JW
Yes. The ClientSuccess Support team is amazingly helpful and can upload those changes for you. Read more
Is there a way view clients that I am a CSM #2 on within my client list?
3 Comments
JW
Yes. You can add a custom field that identifies the 2nd CSM and then pull a list by that custom field.Read more
Does ClientSuccess support B2C subscription companies?
2 Comments
BF
You can leverage multiple customer types within ClientSuccess (CS). While it was not designed for B2C, you can definitely use CS to manage your B2C...Read more
Vitally has no discussions with answers
Hunting for software insights?
With over 3 million reviews, we can provide the specific details that help you make an informed software buying decision for your business. Finding the right product is important, let us help.
