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Vitally

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694 Bewertungen
  • 1 Profile
  • 3 Kategorien
Durchschnittliche Sternebewertung
4.5
Betreut Kunden seit
2017
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Verifizierter Benutzer in Computersoftware
BC
Verifizierter Benutzer in Computersoftware
05/07/2026
Bestätigter Bewerter
Bewertungsquelle: G2-Einladung im Namen des Verkäufers
Anreizbasierte Bewertung

Simplifies Customer Management with Intuitive Features

I love Vitally's simple interface because it makes using the application easy. I really like the templates since they make repetitive work a lot less straining on my day-to-day tasks. The Playbooks are really easy to use and they help create consistency in managing regular tasks for customers. I also appreciate that Vitally is constantly trying to release new features to better help their customers.
Izabella  A.
IA
Izabella A.
04/28/2026
Bestätigter Bewerter
Bewertungsquelle: G2-Einladung im Namen des Verkäufers
Anreizbasierte Bewertung

AI Copilot in Vitally Streamlined Our Workflow

I really like the possibilities to create any dashboards according to my needs, and especially the AI Copilot has been saving Customer Success so much time. The main highlight for me would be the AI Copilot as it is my main favorite feature. It helps with my work by managing tasks after calls, logging notes, post checks, follow-up emails, and reminders, ultimately saving me a significant amount of time.
Aaron J.
AJ
Aaron J.
04/27/2026
Bestätigter Bewerter
Bewertungsquelle: Organisch

Vitally: Centralized Customer Insights, Needs AI Improvements

I love the AI Copilot feature that allows summaries and notes to be generated on demand, helping to get pulse checks on accounts without needing to do deep dives. It allows health checks to be monitored by managers and enables context-driven outreach generation for accounts. This gives back more time in my day to focus on other CSM proactive actions in my book of business.

Über

Kontakt

Hauptsitz:
New York

Sozial

@vitally_io

Was ist Vitally?

Vitally helps B2B SaaS teams like Segment, Zapier, and Productboard to deeply understand their customers and empower every customer success manager to 10x their effectiveness through powerful assistive automation. By quickly unifying disparate product and customer data into an incredibly powerful and easy-to-use platform, Vitally allows teams to rapidly implement better customer success processes and have an immediate impact.

Details

Gründungsjahr
2017
Webseite
vitally.io