Vitally is a comprehensive tool for managing customers. I appreciate that it allows me to view a wealth of information on a single platform, thanks to its integrations with Redshift, Jira, and Salesforce. This makes it possible to create both strategic and operational dashboards for complete customer management. The ability to set up compound health indexes by different segments and manage projects alongside customer accounts has made our operational work much smoother. The implementation process was straightforward, with helpful support and excellent consulting services. Additional resources like the chat bot and Vitally Academy have also been valuable. Vitally’s CSM team has been outstanding, guiding us through the process and helping us reach our goals. I use Vitally every day and continue to discover useful features that we have yet to implement.

I use Vitally to track customer onboarding and revenue. It allows me to track all of our revenue sources in one place and monitor customer usage, onboarding, and customer health. Once it's set up, it provides a reliable source for measuring all of the CS KPIs that are vital to understanding the health of customers, onboarding, retention, and churn. The reporting is robust and customizable, which helps with accuracy. We can accurately assess success, risk factors, churn, and the health of customers and CSMs.

I like that Vitally is extremely flexible in its configuration, always providing a way to get the data in and deliver insights about our customers. The platform offers tons of integrations, which make the data useful for day-to-day CSM tasks or management reporting once it's in. The AI features are new but already pretty good, and they save a ton of time by summarizing the entire customer account activity and health, especially when onboarding new teammates or prepping for customer-specific calls. Their support team also does a great job in making things easier.