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Compare CustomerSuccessBox and Vitally 
Featured Products
At a Glance
Market Segments
Mid-Market (73.1% of reviews)
Mid-Market (55.1% of reviews)
Entry-Level Pricing
No pricing available
No pricing available
CustomerSuccessBox
Star Rating
(134)4.5 out of 5
Market Segments
Mid-Market (73.1% of reviews)
Pros & Cons
Not enough data
Entry-Level Pricing
No pricing available
Learn more about CustomerSuccessBoxVitally
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 Playbooks feature. Users appreciate the ability to create custom workflows tailored to client activity, which enhances their approach across different departments.
- Users say that CustomerSuccessBox offers exceptional support, with many highlighting the quick response times from the support team. This level of assistance is particularly valued by those who need immediate help with account usage notifications and alerts.
- According to verified reviews, Vitally's integration capabilities with platforms like Redshift, Jira, and Salesforce make it a powerful tool for managing customer data in one place. Users find this integration crucial for creating streamlined strategies based on comprehensive insights.
- Reviewers mention that CustomerSuccessBox provides excellent insights at the account level, allowing users to track real-time activity effectively. This feature is particularly beneficial for teams focused on proactive customer engagement.
- G2 reviewers highlight that while both products have similar star ratings, Vitally's higher G2 Score reflects a broader user base and more recent feedback, indicating a more reliable overall satisfaction level among its users.
- Users report that CustomerSuccessBox shines in its ease of use, with many finding the platform intuitive and straightforward. This user-friendly design helps teams quickly adapt and utilize the software without extensive training.
Pricing
Entry-Level Pricing
CustomerSuccessBox
No pricing availableVitally
No pricing availableFree Trial
CustomerSuccessBox
Free Trial is available
Vitally
Free Trial is available
Ratings
Meets Requirements
8.5
102
8.7
549
Ease of Use
8.6
103
8.4
567
Ease of Setup
8.1
37
8.1
310
Ease of Admin
8.8
37
8.7
206
Quality of Support
9.3
100
9.0
461
Has the product been a good partner in doing business?
9.1
37
9.3
206
Product Direction (% positive)
9.3
89
9.1
526
Features by Category
Customer Information
8.8
76
|
Verified
8.7
434
|
Verified
8.9
74
|
Verified
8.9
435
|
Verified
8.7
74
|
Verified
8.8
430
|
Verified
8.7
75
|
Verified
8.4
419
|
Verified
8.6
74
|
Verified
8.7
432
|
Verified
8.6
72
|
Verified
8.6
405
|
Verified
8.3
48
7.6
348
|
Verified
Predictions
8.5
72
|
Verified
8.1
405
|
Verified
8.4
65
|
Verified
7.7
371
|
Verified
8.7
65
|
Verified
8.5
389
|
Verified
8.3
50
|
Verified
6.7
324
|
Verified
Platform
8.2
69
|
Verified
8.5
412
|
Verified
8.6
64
|
Verified
8.4
393
|
Verified
8.3
55
|
Verified
8.2
378
|
Verified
8.7
64
|
Verified
8.5
388
|
Verified
8.5
69
|
Verified
8.2
401
|
Verified
8.3
64
|
Verified
8.7
407
|
Verified
8.6
58
|
Verified
8.8
392
|
Verified
8.7
57
|
Verified
8.8
362
|
Verified
8.5
68
|
Verified
8.9
399
|
Verified
8.4
61
|
Verified
8.8
386
|
Verified
Generative AI
Not enough data
Feature Not Available
Not enough data
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
Sales Team
7.7
10
7.9
89
8.1
12
7.6
90
8.8
15
8.4
104
Intelligence
8.3
15
8.2
99
7.9
13
7.5
94
8.1
12
7.6
90
Mapping
9.1
13
7.5
88
9.0
13
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
8.7
15
8.6
127
8.7
14
8.6
131
8.8
13
8.4
125
Project Tracking
8.8
14
8.5
127
8.3
13
8.2
119
8.7
13
8.2
119
9.0
13
8.5
128
8.5
14
8.2
118
Customer Engagement
8.5
12
8.1
117
8.7
13
8.1
117
8.9
12
7.8
112
9.2
13
8.5
117
8.7
13
8.3
120
Categories
Categories
Shared Categories
CustomerSuccessBox and Vitally are categorized as Client Onboarding, Customer Success, and Customer Revenue Optimization
Unique Categories
CustomerSuccessBox has no unique categories
Vitally has no unique categories
Reviews
Reviewers' Company Size
CustomerSuccessBox
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
39.6%
Information Technology and Services
24.6%
Logistics and Supply Chain
9.7%
Education Management
6.7%
Consumer Services
4.5%
Other
14.9%
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
what is best use of this CSB in CRM industry
2 Comments
SK
CustomerSuccessBox comes post sales to help you retain your customers. Through the platform you can get insights on how your CRM users are using the...Read more
Should customer success solution have mature AI recommendation with in-app walk through system
1 Comment
SK
Yes... Reality is that with 100 of data points it's near impossible for the human mind to comprehend, analyse, and configure rules and alerts with accurate...Read more
CustomerSuccessBox has no more discussions with answers
Vitally has no discussions with answers
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