--- 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: '2026-08-09' parent\_category: name: Customer Service url: https://www.g2.com/categories/customer-service --- # Vitally Reviews & Product Details Visit Website 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. * * * Product Website Vitally Seller [Vitally](https://www.g2.com/sellers/vitally) Discussions [Vitally Community](https://www.g2.com/products/vitally/discuss) Solution Type All-in-One Overview by Jamie Davidson Show More ## Value at a Glance Averages based on real user reviews. ### Time to Implement 2 months [ View More Pricing Information ](https://www.g2.com/products/vitally/pricing) ## Vitally Integrations (23) What do users say about integrations? Verified by Vitally [ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Agentforce Sales (formerly Salesforce Sales Cloud) ](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Amazon Redshift ](https://www.g2.com/products/amazon-redshift/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Calendar ](https://www.g2.com/products/calendar/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Gong ](https://www.g2.com/products/gong/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Google Cloud BigQuery ](https://www.g2.com/products/google-cloud-bigquery/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Google Workspace ](https://www.g2.com/products/google-workspace/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Help Scout ](https://www.g2.com/products/help-scout/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") HubSpot Marketing Hub ](https://www.g2.com/products/hubspot-marketing-hub/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") HubSpot Sales Hub 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Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Slack ](https://www.g2.com/products/slack/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Twilio Segment ](https://www.g2.com/products/twilio-segment/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Twilio SendGrid Email API ](https://www.g2.com/products/twilio-sendgrid-email-api/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Unthread ](https://www.g2.com/products/unthread/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Zendesk for Customer Service ](https://www.g2.com/products/zendesk-for-customer-service/reviews) Show More ![Andrea W.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Andrea W.") AW Andrea W. Account Manager Mid-Market (51-1000 emp.) 5/28/2025 "Great Product!" 5/5 What do you like best about Vitally? This is a great product to increase visibility into all of our customers. Review collected by and hosted on G2.com. What do you dislike about Vitally? Would like the filtering to be more dynamic. Review collected by and hosted on G2.com. What problems is Vitally solving and how is that benefiting you? Visibility into current customer database to leverage during the expansion sales process. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Computer & Network Security](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Computer & Network Security") UC Verified User in Computer & Network Security Mid-Market (51-1000 emp.) 5/22/2025 "Gives me clear insight into all my accounts" 5/5 What do you like best about Vitally? Easy to see when accounts need action, great reminders of tasks due and easy to read account history and provider better customer support. Review collected by and hosted on G2.com. What do you dislike about Vitally? There is a ton of information and it can be a lot of noise but if you set filters up it helps cut it down. Review collected by and hosted on G2.com. What problems is Vitally solving and how is that benefiting you? I have ~150 customers and keeping tabs on accounts and their actions and history is difficult. Vitally gives me clear oversight on those account. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Computer Software](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Computer Software") UC Verified User in Computer Software Mid-Market (51-1000 emp.) 8/13/2024 "Highly Effective for Managing Clients" 5/5 What do you like best about Vitally? For me, it has been incredibly useful. I love the projects and documents shared with clients, as well as the customization it allows us to create playbooks. Review collected by and hosted on G2.com. What do you dislike about Vitally? In general, I believe the time it takes to update the information comes from the integrations. Review collected by and hosted on G2.com. What problems is Vitally solving and how is that benefiting you? Vitally helps us maintain control over our projects, accounts, and processes. It’s crucial for us to have visibility into the health of these projects and assess their indicators. This visibility allows us to identify areas for improvement and implement necessary changes effectively Review collected by and hosted on G2.com. Show More 7/10/2025 Validated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Anna L.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Anna L.") AL Anna L. Customer Success Manager Small-Business (50 or fewer emp.) 4/29/2025 "Impressive platform for day-to-day CSM operations" 5/5 What do you like best about Vitally? Ease of use, customizable options, an attractive UI, and many great features. Review collected by and hosted on G2.com. What do you dislike about Vitally? This is such great software, I can't think of anything. Review collected by and hosted on G2.com. What problems is Vitally solving and how is that benefiting you? Vitally provides a comprehensive overview of customer accounts, including upcoming renewals, risks, tasks, organizational details, analytics, and much more. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Human Resources](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Human Resources") AH Verified User in Human Resources Small-Business (50 or fewer emp.) 11/28/2024 "Easy-to-launch CSM platform loved by customers too" 4/5 What do you like best about Vitally? The shared customer portal (Doc) is a blessing Projects are great for managing tasks with clients especially during complex implementations The API functionality has given us great insights on app usage and was easy/quick to implement Customer support is fantastic, shoutout to Firmin and Ashley Had a great sales experience too, with thorough platforms walkthroughs The custom objects feature, we use it to collect and quantify customer feedback. Review collected by and hosted on G2.com. What do you dislike about Vitally? I wish it was easier for client user to collaborate on projects, currently they can only view and comment I did not love the implementation approach. Being based in APAC delayed our search for an implementation specialist, and when assigned, they seemed pressured to meet their own schedule. Despite multiple requests to refrain, they continued to email other leadership members that were never involved about the project. Review collected by and hosted on G2.com. What problems is Vitally solving and how is that benefiting you? Complex, numerous stakeholders onboarding and account management. Project management Customer Feedback Collection and Quantification thanks to the custom objects feature where a single insight can be linked to multiple accounts/organizations. I had been looking for sth like this for a long time! Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Computer & Network Security](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Computer & Network Security") AC Verified User in Computer & Network Security 8/29/2025 "A great tool to track and manage Customer Success" 5/5 What do you like best about Vitally? It allows me to view comprehensive, 360-degree information about our customers. It's ideal for creating automations and follow-ups. Review collected by and hosted on G2.com. What do you dislike about Vitally? I would like it to have more native integration options with other tools. Review collected by and hosted on G2.com. What problems is Vitally solving and how is that benefiting you? Having immediate access to all the information I need about our customers allows me to take necessary actions. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: In-app ![Steven K.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Steven K.") SK Steven K. Customer Success Manager Mid-Market (51-1000 emp.) 9/5/2024 "Developing as a Success Manager with Vitally" 4.5/5 What do you like best about Vitally? The data filtering is great. Being able to have a customized dashboard with my client book, where my values are, where my clients are based on score, so I can act on things at a glance. I really like the ease of account management and integration with things like Gong which takes advantage of their call summary. It's really a great tool that's my home base for my work day. I use Vitally every day all day to manage what my work is going to look like for the day, week, and month. I also love the task automation setups so a new client drops in and I already have a full schedule of what I'm supposed to do! Review collected by and hosted on G2.com. What do you dislike about Vitally? The only critique I have for Vitally is very specific. Every integration helps and in this case, our regular help ticketing system doesn't directly integrate. There are work arounds but it would be great if y'all integrated with HelpScout directly and did a domain lookup to match regular help questions into a customer account on vitally for communications. Review collected by and hosted on G2.com. What problems is Vitally solving and how is that benefiting you? It is really slicing up clients well so I can hold a larger book without being overwhelmed. What was a LOT of manual work in excel is now about setting up reports and having them show so I can take action more effectively. It's also great for handoff since the history of comms, and linking out to the various other platforms is in there. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Kevin O.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Kevin O.") KO Kevin O. Customer Success Manager Mid-Market (51-1000 emp.) 9/5/2024 "Great product for CSMs" 4/5 What do you like best about Vitally? I'm a general user (CSM), and my company just implemented Vitally. It's seems like our Ops team was able to configure this all fairly quickly without much of a headache. Our MVP launch of Vitally is already pretty well buttoned up. The integrations are great - My calendar syncs to my clients, so I just need to open the meeting in Vitally and all the contacts, dates, and agenda already pipes in. I just need to take notes. AND THEN we're beta testing a sync with Gong, so I don't even have to take notes, Gong does it for me! HA Review collected by and hosted on G2.com. What do you dislike about Vitally? Honestly, I've used a few different CS tools (Gainsight, Planhat, Catalyst) and the learning curve here isn't too crazy. I use Vitally daily, and it hasn't slowed me down at all. Review collected by and hosted on G2.com. What problems is Vitally solving and how is that benefiting you? Vitally organizes all active clients, syncing data from all the necessary places. Our team rolled out implementation fairly quickly, so we were able to see usage pretty much immediately. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Computer Software](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Computer Software") AC Verified User in Computer Software Small-Business (50 or fewer emp.) 8/8/2025 "Has improved our customer success processes" 3.5/5 What do you like best about Vitally? Since implementing Vitally, our customer retention has improved Review collected by and hosted on G2.com. What do you dislike about Vitally? We find it's quite expensive for what you get Review collected by and hosted on G2.com. What problems is Vitally solving and how is that benefiting you? Customer retention. Customer success. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Patrick J.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Patrick J.") PJ Patrick J. Senior Accountant Mid-Market (51-1000 emp.) 1/31/2025 "Nice consolidated success platform" 4.5/5 What do you like best about Vitally? Easy to integrate all data about a customer, to keep track of the health of your customer base. Great integrations and navigation. Review collected by and hosted on G2.com. What do you dislike about Vitally? Not really a knock, but sometimes customer accounts have different names than in systems. Review collected by and hosted on G2.com. What problems is Vitally solving and how is that benefiting you? I'm on the accounting team. Vitally helps to find data about customer account status (active / inactive), and houses relevant emails to be able to see the back and forth if a customer is not paying us. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ## Questions about Vitally? Ask real users or explore answers from the community Get practical answers, real workflows, and honest pros and cons from the G2 community or share your insights. [ Ask about Vitally ](https://www.g2.com/products/vitally/discussions/new) GU Guest User What is Vitally used for? 0 Upvotes 0 [ Join the conversation ](https://www.g2.com/discussions/what-is-vitally-used-for) [ View all Discussions ](https://www.g2.com/products/vitally/discuss) ## Pricing Insights Averages based on real user reviews. ### Time to Implement 2 months ### Return on Investment 7 months ### Average Discount 13% ### Perceived Cost $$$$$ [ View More Pricing Information ](https://www.g2.com/products/vitally/pricing) ## How much does Vitally cost? Data powered by [BetterCloud](https://www.bettercloud.com). Estimated Price ### $$k - $$k Per Year Based on data from 13 purchases. Get Price Estimate Vitally Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_744ed52507e8a595ec88a4db46cf5abd/churnzero.jpg "Product Avatar Image") ChurnZero 4.7/5(1,609) [ Compare Now ](https://www.g2.com/compare/churnzero-vs-vitally) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_0b0117a1ce9cc6af3498adeee8b367f5/planhat.jpg "Product Avatar Image") Planhat 4.5/5(954) [ Compare Now ](https://www.g2.com/compare/planhat-vs-vitally) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_e09b9bcffc3a8fed744526228ffa81c3/gainsight-customer-success.png "Product Avatar Image") Gainsight Customer Success 4.5/5(1,754) [ Compare Now ](https://www.g2.com/compare/gainsight-customer-success-vs-vitally) ##### ##### Vitally Features Customer Information Customer Health Scores Customer Monitoring Customer Profiles Predictions Churn Risk Custom Triggers Platform Reporting & Dashboards Third-Party Integrations Workflow Capability [ View More Features ](https://www.g2.com/products/vitally/features) ## Top-Rated Alternatives [ ![ChurnZero](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "ChurnZero") ChurnZero 4.7/5(1,609) ](https://www.g2.com/products/churnzero/reviews) [ ![Totango](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Totango") Totango 4.3/5(1,150) ](https://www.g2.com/products/totango/reviews) [ ![Planhat](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Planhat") Planhat 4.5/5(954) ](https://www.g2.com/products/planhat/reviews) [ View All Alternatives ](https://www.g2.com/products/vitally/competitors/alternatives) ##### Categories on G2 [Customer Revenue Optimization](https://www.g2.com/categories/customer-revenue-optimization)[Customer Success](https://www.g2.com/categories/customer-success)[Client Onboarding](https://www.g2.com/categories/client-onboarding) ##### Explore More [Most effective customer success software for app developers](https://www.g2.com/discussions/most-effective-customer-success-software-for-app-developers)[What capital project management platforms are best for handling multi-billion dollar infrastructure programs where schedule slippage and cost overruns are genuinely catastrophic?](https://www.g2.com/discussions/what-capital-project-management-platforms-are-best-for-handling-multi-billion-dollar-infrastructure-programs-where-schedule-slippage-and-cost-overruns-are-genuinely-catastrophic%20)[Leading network monitoring tools for IT managers](https://www.g2.com/discussions/leading-network-monitoring-tools-for-it-managers) [Which low-code platforms work well for non-technical teams that need to build internal tools without waiting on a development team?](https://www.g2.com/discussions/low-code-development-platforms-which-low-code-platforms-work-well-for-non-technical-teams-that-need-to-build-internal-tools-without)[Which CLM solutions deliver a streamlined workflow while still maintaining strong adoption across the legal team using it day to day?](https://www.g2.com/discussions/which-clm-solutions-deliver-a-streamlined-workflow-while-still-maintaining-strong-adoption-across-the-legal-team-using-it-day-to-day)[Pros and Cons Details](https://www.g2.com/products/vitally/reviews?qs=pros-and-cons) [Show MoreShow Less](javascript:void(0);)