--- 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 ](https://www.g2.com/products/hubspot-sales-hub/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") HubSpot Service Hub ](https://www.g2.com/products/hubspot-service-hub/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Jira ](https://www.g2.com/products/jira/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Microsoft Outlook ](https://www.g2.com/products/microsoft-outlook/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") MySQL ](https://www.g2.com/products/mysql/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Pendo ](https://www.g2.com/products/pendo-io-pendo/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Periskope ](https://www.g2.com/products/periskope/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") RetainSure ](https://www.g2.com/products/retainsure/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Salesforce Agentforce ](https://www.g2.com/products/salesforce-agentforce/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Salesforce Headless 360 Platform (formerly Salesforce Platform) ](https://www.g2.com/products/agentforce-360-platform-formerly-salesforce-platform/reviews)[ ![Product Avatar 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 ![Darren G.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Darren G.") DG Darren G. President Small-Business (50 or fewer emp.) 3/4/2025 "Does exactly what it says on the tin" 5/5 What do you like best about Vitally? We came from a competitive product that had a lot of promises, but the reality did not match up. The other platform had features that weren't fully implemented, data loss incidents that cost us time and money, and a support team that wasn't empowered to help. Vitally has been a breath of fresh air. Once we had it set up, it all just worked. The reporting is excellent, and available to our whole team. The NPS tracking has given us good insight into customer health, and is improving our retention. It's a flexible platform and we've been able to make it work the way we like. Review collected by and hosted on G2.com. What do you dislike about Vitally? There are some specific use cases (e.g. customer pulses) that could be tracked and shared in a nicer format. The data and functionality is there, it's just not as polished as it could be. Review collected by and hosted on G2.com. What problems is Vitally solving and how is that benefiting you? Improving retention by tracking how our customers are using our software, and identifying ways our CS team can help customers take advantage of our platform. Improving retention by calculating a rolling NPS score, and identifying superfans and customers facing challenges. Reporting on retention and renewal internally to gain a better understanding of key metrics at the executive level. Sharing customer sentiment and challenges across internal teams helps everyone in the company understand our customers better. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Patricia S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Patricia S.") PS Patricia S. Account Manager Mid-Market (51-1000 emp.) 11/19/2024 "Great CSM/ AM Tool" 4/5 What do you like best about Vitally? If your integrations are set up correctly, it is the perfect tool to bring together all relevant infomation for your CS team. We integrate our product, amplitude, and Hubspot - which means I can evaluate any relevant cilent data in once place. I also like that you can use it as acommuncation tool between teams/ indivduals where things are less likely to get buried like it would in something like Slack. Review collected by and hosted on G2.com. What do you dislike about Vitally? The UI can be overwhelming at first. Once you learn how to turn on and off various filters or views/ create your own dashboards, things get much easier to navigate. The integrations can be challenging and complicated to set up, so having clean data is super important. Review collected by and hosted on G2.com. What problems is Vitally solving and how is that benefiting you? As an AM, I am able to evaluate the health of a client, usage/ adoption metrics, relevant conract information, and notes on the client, before walking into a renewal or expansion conversation. I am able to be more informed as well as 'bug' the CSMs less because all of the key info I need is on the platform. 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.) 6/16/2025 "Love it — does exactly what we need for csm & analytics" 5/5 What do you like best about Vitally? Super easy to set up, flexible, and actually fits how we work. Pulled in all our product, revenue, and CRM data fast. Dashboards are clean, health scores make sense, and the team actually uses it daily. Support’s been great too. Can’t imagine running CS without it now. Review collected by and hosted on G2.com. What do you dislike about Vitally? Nothing major so far to be honest. It’s been great so far Review collected by and hosted on G2.com. What problems is Vitally solving and how is that benefiting you? Gives us one place for customer data. Easier to track health, spot risks, and drive renewals. Team is way more proactive now. Review collected by and hosted on G2.com. Show More 6/19/2025 Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Pauline H.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Pauline H.") PH Pauline H. B2B Revenue Operations Manager Mid-Market (51-1000 emp.) 11/20/2024 "Great experience with helpful features, user-friendly interface, and excellent customer support" 4.5/5 What do you like best about Vitally? - Easy Integrations with our CRM - The various features, such as Healthscore, alerts, and doc are helping us in having a more proactive approach with our customers - The interface is visually appealing - This tool supports collaborative work between our 2 teams - The support team is amazing! They respond quickly to any inquiries, and we also have a dedicated customer success manager that supports us a lot Review collected by and hosted on G2.com. What do you dislike about Vitally? - Not easy to access line item information, as we would need to create a new object; however, we decided that deal management should remain within our CRM. - Create association between companies, allowing for parent and child relationships, but not for subsidiaries. Review collected by and hosted on G2.com. What problems is Vitally solving and how is that benefiting you? Being proactive in identifying healthy and unhealthy accounts. Collaboration between different teams. Having all the information in one place. Benefits us by reducing churn and improving our NRR. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Melissa S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Melissa S.") MS Melissa S. Manager, Customer Success Enterprise (\> 1000 emp.) 10/31/2024 "Lots of customization and automation options" 5/5 What do you like best about Vitally? The best thing about Vitally is that it is super customizable. This means that you can create workflows that are specific to your customer journey and the specific use cases that your team needs. Our team has also benefited immensely from the ability to surface specific data to CSMs and given us opportunities to automate outreach that comes from the CSM. In addition, the customer support we've received has been amazing. I feel like Vitally is a trusted partner is advancing the processes in our CS org. Review collected by and hosted on G2.com. What do you dislike about Vitally? I do think that learning Vitally takes a bit of time and investment, since it is so customizable. You really need to have people on your team who are invested in "figuring out" the best ways to make Vitally work for your company and team. In addition, it's hard for somebody who is outside of your processes and org to log in and instantly understand the value that the org is getting, since each Vitally view is so customizable to the person using it. It's not necessarily "intuitive", especially if somebody new just logs in without the proper set up (or understanding that they need to do a set up). Review collected by and hosted on G2.com. What problems is Vitally solving and how is that benefiting you? The big problem that Vitally is helping to solve is automating our workflows and helping us surface the right data and playbooks to our CSMs. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Ignacio P.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Ignacio P.") IP Ignacio P. CC0 Small-Business (50 or fewer emp.) 12/28/2024 "Simple, self-manageable, and powerful" 5/5 What do you like best about Vitally? I like that we can configure and integrate platforms without the need for developers. The screens are simple and easy to manage. They provide many examples of how you should do things, which helps to configure journeys, alerts, health indicators, and more. Review collected by and hosted on G2.com. What do you dislike about Vitally? It is expensive for Latin America and although it is worth it, it costs the same as hiring a person for a year, which makes it difficult to justify this expense in small teams of less than 10 people. Review collected by and hosted on G2.com. What problems is Vitally solving and how is that benefiting you? Resolve the task management of CSM teams. When you have many clients, you need to have a task reminder and alert system to stay close to the client. As an administrator, just by reviewing the pending activities and clients weekly, the risk improves the efficiency of my team a lot. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: G2 invite on behalf of sellerAI Translated ![Martín P.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Martín P.") MP Martín P. Customer Onboarding Team Lead Mid-Market (51-1000 emp.) 8/27/2024 "My experience has been positive, as it facilitates customer management through useful insights." 5/5 What do you like best about Vitally? What I like most about Vitally is its ability to provide detailed insights and automate tasks, which facilitates more efficient customer success management. Review collected by and hosted on G2.com. What do you dislike about Vitally? What I don't like about Vitally is that the interface can be a bit complicated at first, and it may require some time to adapt and take advantage of all its features. Review collected by and hosted on G2.com. What problems is Vitally solving and how is that benefiting you? Vitally is solving customer management problems during the onboarding stage by providing tools that facilitate customer health tracking, automate repetitive tasks, and proactively identify potential issues. Review collected by and hosted on G2.com. Show More 3/16/2025 Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of sellerAI Translated ![Verified User in Information Technology and Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Information Technology and Services") EI Verified User in Information Technology and Services Mid-Market (51-1000 emp.) 3/3/2025 "Building technical CS with Vitally is exciting and insightful" 4.5/5 What do you like best about Vitally? I Love widely because it has a great integration capability with our technical platform as well as our CRM systems. Using this tool we were able to measure critical customer behavior, establish predictive churn metrics, and use our dashboards in a day-to-day operation of monitoring customer behavior. Review collected by and hosted on G2.com. What do you dislike about Vitally? In general, I love the user experience in Vitally. One thing that could be improved is the filtering option to look for custom traits or predefined properties. Also, it is relatively non-trivial to define traits based on mathematical operations, for example, how to aggregate the total customer deal values over several deals with various validity intervals. Review collected by and hosted on G2.com. What problems is Vitally solving and how is that benefiting you? Monitoring, customer behavior and lead actions to prevent churn and drive expansion revenue. 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 Mid-Market (51-1000 emp.) 3/11/2025 "Seamless way to bring your data together and make it actionable" 5/5 What do you like best about Vitally? In record time, our Customer Success team has been able to use Vitally to bring our disparate data together and make it actionable. It has helped us to gain deep insight into our Customers, has become a force multiplier to help our team scale out with limited resources, and saved us tremendous amounts of time. Vitally's intuitive interface and informative documentation eased our adoption. Review collected by and hosted on G2.com. What do you dislike about Vitally? Vitally's Playbook automation is useful but basic. I would like to see more advanced functionality and customization. For example, the ability to add custom functions, data transformations, loops, and perform generic HTTP Requests akin to other workflow automation solutions in the market today. Review collected by and hosted on G2.com. What problems is Vitally solving and how is that benefiting you? Bringing our data together 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 Enterprise (\> 1000 emp.) 6/27/2025 "My favorite tool for customer success" 5/5 What do you like best about Vitally? I love how easy vitally makes it to prioritize and keep track of my accounts, manage notes, action items, and churn risks. Review collected by and hosted on G2.com. What do you dislike about Vitally? Nothing I can think of! So far my experience at vitally at both companies where I've used it has been great. Review collected by and hosted on G2.com. What problems is Vitally solving and how is that benefiting you? It's helping prioritize accounts, outreach, manage notes, and track opportunities for churn and expansion. 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. 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