--- title: Vitally Reviews meta_title: 'Vitally Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 705 reviews by the users' company size, role or industry to find out how Vitally works for a business like yours. aggregate_rating: rating_value: 4.5 review_count: 705 scale: '5' date_modified: '2026-08-11' parent_category: name: Customer Service url: https://www.g2.com/categories/customer-service --- # Vitally Reviews **Vendor:** Vitally **Category:** [Customer Success Software](https://www.g2.com/categories/customer-success) **Average Rating:** 4.5/5.0 **Total Reviews:** 705 ## About Vitally Vitally is the AI-powered Customer Success Platform built to help Customer Success teams, CS Ops leaders, and revenue-driven organizations deliver exceptional customer experiences, overcome challenges, operate with greater efficiency, and drive measurable business growth. In today’s competitive SaaS landscape, CS teams need more than just data visibility. They need actionable intelligence. Vitally unifies all of your customer-facing data from across your tech stack into a single source of truth with real-time, bi-directional integrations. This ensures your Customer Success team always has the most accurate, up-to-date insights to guide strategic decisions. With AI at its core, Vitally predicts churn risk, uncovers expansion opportunities, and helps teams prioritize the right actions at the right time. Customer Success leaders can analyze account and user health, track lifecycle stages, and segment customers with precision. Intelligent Health Scores highlight areas that need immediate attention, while lifecycle tracking ensures every customer stays on the path to success. Vitally is built to empower CS Ops teams to standardize and automate critical workflows. From onboarding to renewals, CS-specific project management keeps teams organized and aligned. Automated notifications and AI-assisted Playbooks adapt to changing customer needs, ensuring timely engagement and consistent delivery of value. Our advanced analytics and reporting tools transform raw customer data into visually rich dashboards and actionable insights. Customer Success managers can identify trends, celebrate wins, and surface opportunities for revenue growth. Vitally gives leaders the ability to measure performance, prove the impact of Customer Success, and make data-backed decisions. From fast-growing startups to established B2B SaaS leaders, companies choose Vitally for its combination of AI-powered insights, deep integrations, and intuitive user experience. Vitally enables organizations to proactively reduce churn, improve net revenue retention, and deliver measurable results at scale. Schedule a demo today to see how Vitally’s AI-driven Customer Success Platform can transform your CS operations, empower your team, and help you achieve your most ambitious growth goals. ## Vitally Pros & Cons **What users like:** - Users love the **ease of use** of Vitally, thanks to its intuitive design and seamless integration with tools. (46 reviews) - Users appreciate the **seamless integrations** offered by Vitally, enhancing workflows and automating processes across platforms. (28 reviews) - Users find Vitally's **intuitive interface** to be user-friendly, enhancing their experience for both admins and end users. (23 reviews) - Users value the **customization options** in Vitally, enhancing their workflow and tailoring the tool to their needs. (22 reviews) - Users highlight the **automation capabilities** of Vitally, enhancing efficiency and ensuring no task is overlooked. (21 reviews) - Users commend Vitally's **excellent customer support** , highlighting the team's helpfulness and responsiveness throughout the experience. (20 reviews) - Dashboards (19 reviews) - Efficiency (19 reviews) - Users value the **centralized information** in Vitally, enhancing collaboration and simplifying account management across teams. (18 reviews) - Users value the **customizability** of Vitally, enabling them to tailor the platform to their organization's specific needs. (15 reviews) **What users dislike:** - Users find Vitally's **complexity overwhelming** , requiring significant effort and technical know-how for effective use and integration. (16 reviews) - Users find **integration issues** with Vitally challenging, especially when dealing with non-direct connections to other tools. (11 reviews) - Users note the **steep learning curve** for Vitally, requiring time and investment to fully grasp its customizable features. (10 reviews) - Users find Vitally to be **not intuitive** , requiring significant time and effort to fully understand and utilize effectively. (9 reviews) - Users find the **steep learning curve** of Vitally overwhelming, particularly for non-technical team members during setup. (9 reviews) - Users find the **email functionality cumbersome** , especially when connecting replies to pipeline impact and reporting performance. (7 reviews) - Users express concern over **limited customization** , wishing for more advanced features and flexible data manipulation options. (7 reviews) - Users highlight **missing features** in Vitally, citing incomplete functionalities and difficulties with integration and usability. (7 reviews) - Users find Vitally's **missing functionality** such as Gantt charts and multi-language support frustrating and inadequate. (7 reviews) - Onboarding Issues (6 reviews) ## Vitally Reviews ### 1. So much promise, but just not doing it **Rating:** 1.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** August 25, 2023 **What do you like best about Vitally?** If they were able to deliver on everything that they promise, this product would be great. Reporting is good and, in a vacuum, the UI could be nice. Dashboards, when working, are good **What do you dislike about Vitally?** Product is disjointed, new UI is VERY confusing, support (specifically Engineering) is sub-par. Instead of spending cycles chaning your logo colors, you should improve the product that is already released. We're very concerned about their ability to scale in the enterprise space. **What problems is Vitally solving and how is that benefiting you?** Organization of CS workflow. Single pane of glass for accounts. **Official Response from Haley Sliwoski:** > Hi there, Thank you for taking the time to provide us with your feedback. We are happy to hear that you are enjoying our tool. At Vitally, we put our customers' satisfaction at the forefront of our priorities. We strive to provide the best experience possible and to continuously improve our platform and support services. Our team is constantly working to identify areas where we can enhance customer support and improve our product. We are committed to ensuring that you have a positive experience with us, and are happy to do whatever we need to do to make it right. If you have any further feedback or suggestions, please do not hesitate to reach out to us. Best, Haley ### 2. Navigation Impossible **Rating:** 1.5/5.0 stars **Reviewed by:** Pat H. | Advisor, Small-Business (50 or fewer emp.) **Reviewed Date:** November 16, 2021 **What do you like best about Vitally?** The integrations are not terrible when it comes to setting up HubSpot, Segment, etc... **What do you dislike about Vitally?** Difficult to navigate any of the data sets that you decide to integrate. The main dashboard is very overwhelming, and creating segments/audiences is not entirely easy...and when you do create them, accessing them can be difficult. **What problems is Vitally solving and how is that benefiting you?** We leverage Vitally to create a CSM-team-specific view of account health and user actions that inform our renewal cadences. ### 3. Platform that is too complicated for effectiveness **Rating:** 2.0/5.0 stars **Reviewed by:** Cory C. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** March 02, 2021 **What do you like best about Vitally?** The thing that I like the most for Vitally is the ability to send emails and capture email correspondences within the software. The templates are easy to create as well. However, we can just use gmail to send emails and you can just copy and paste text into other emails, so I've stopped even using this feature. **What do you dislike about Vitally?** This system is a pure nice to have. The design of the interface is confusing and it's hard to find anything because the text is really small and they try to jam pack everything into one screen and it is really busy. I often create notes and tasks without hitting save. The flow of certain events in Vitally just aren't intuitive sometimes. **What problems is Vitally solving and how is that benefiting you?** I think it is trying to be a CRM tool. However, there are much better CRM tools on the market. Benefits to having Vitally is that you could keep notes, emails and data in one place. ## Vitally Discussions - [What is Vitally used for?](https://www.g2.com/discussions/what-is-vitally-used-for) - [View Vitally pricing details and edition comparison](https://www.g2.com/products/vitally/reviews?filters%5Bnps_score%5D%5B%5D=2§ion=pricing&secure%5Bexpires_at%5D=2026-08-13+14%3A39%3A53+-0500&secure%5Bsession_id%5D=e81cbf50-3bcc-4a8a-acca-955d014fe4ae&secure%5Btoken%5D=83b8c218e3bef97f8bc64dbf59a35cc7c15f9b644e64b21ffa22ecbe106a93aa&format=llm_user) ## Vitally Integrations - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - [Amazon Redshift](https://www.g2.com/products/amazon-redshift/reviews) - [Calendar](https://www.g2.com/products/calendar/reviews) - [Gong](https://www.g2.com/products/gong/reviews) - [Google Cloud BigQuery](https://www.g2.com/products/google-cloud-bigquery/reviews) - [Google Workspace](https://www.g2.com/products/google-workspace/reviews) - 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[Twilio SendGrid Email API](https://www.g2.com/products/twilio-sendgrid-email-api/reviews) - [Unthread](https://www.g2.com/products/unthread/reviews) - [Zendesk for Customer Service](https://www.g2.com/products/zendesk-for-customer-service/reviews) ## Vitally Features **Customer Information** - Customer Health Scores - Customer Monitoring - Customer Profiles - Playbooks - Customer Segments - Product Engagement - Surveys - NPS of Customers - Customer Engagement **Sales Team** - Flexible Sales Process - Training Mode - Playbooks **Onboarding Setup** - Workflows - Templates - Checklists **Predictions** - Churn Risk - Upsell Opportunities - Custom Triggers - Machine Learning **Intelligence** - Opportunity Identification - Zero-touch Renewals - Smart Content **Project Tracking** - Monitoring - Resources - Content - Tasks - Optimization - Kanban Board - Goal Setting/Tracking - Communication Management **Platform** - Reporting & Dashboards - Third-Party Integrations - Data Import & Export Tools - Workflow Capability - Notifications - Customization - Scalability - Data Security - Performance & Reliability - User, Role, and Access Management - Collaboration Tools - Real-Time Data - Activity Dashboard - Customer Experience Management - Churn Management - Survey/Poll Management - Communication Management - Task Management - Customer Management - Account Management - Renewal Management - Feedback Management - Knowledge Base Management - Revenue Management - Workflow Management - Contact Management - Email Management - Configurable Workflow **Mapping** - Multiple Org Charts - Stakeholder Roles **Customer Engagement** - Portal - Customer Engagement - Branding - Visibility - Collaboration - Customizable Branding **Additional Functionality** - Commenting/Notes - API - Third-Party Integrations - Task Management - Alerts/Notifications - Drag & Drop - Performance Metrics - Reporting & Statistics - Time Tracking - Data Security - Single Sign On - Activity Tracking - Customizable Fields - Content Management - Churn Management - Ad hoc Analysis - Client Management - Chat/Messaging - Forecasting - Mobile Access - Form Builder - Surveys & Feedback - Revenue Management - Onboarding - Workflow Management - AI Copilot - Calendar Management - Compliance Management - Client Database - Electronic Forms - Gantt/Timeline View - Client Tracking - To-Do List - Document Management - Generative AI - Self Service Tools - Customer Segmentation - Role-Based Permissions - Data Import/Export - Collaboration Tools - Electronic Signature - Task Progress Tracking - Audit Trail - Reminders - Online Payments - Activity Dashboard - Document Generation - Real-Time Data - CRM - Email Management - Multi-Language **Generative AI** - AI Text Generation - AI Text Summarization - Generative AI **Agentic AI - Customer Revenue Optimization** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Agentic AI - Customer Success** - Multi-step Planning - Cross-system Integration - Natural Language Interaction - Proactive Assistance - Social Media Integration - Multi-Language **Additional Functionality** - Onboarding - Chat/Messaging - Performance Metrics - Activity Tracking - CRM - API - Customer Database - Customizable Templates - Widgets - Win/Loss Analysis - AI Copilot - Event Triggered Actions - Surveys & Feedback - Engagement Tracking - Customer Segmentation - Customizable Reports - Drag & Drop - Customer History - Reporting & Statistics - Reporting/Analytics - Customizable Forms - Customizable Branding - Usage Tracking/Analytics - Multi-Channel Communication - Account Alerts ## Top Vitally Alternatives - [ChurnZero](https://www.g2.com/products/churnzero/reviews) - 4.7/5.0 (1,595 reviews) - [Totango](https://www.g2.com/products/totango/reviews) - 4.3/5.0 (1,140 reviews) - [Planhat](https://www.g2.com/products/planhat/reviews) - 4.5/5.0 (942 reviews)