--- 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 Pros and Cons: Top 5 Advantages and Disadvantages #### Quick AI Summary Based on G2 Reviews Generated from real user reviews Users love the **ease of use** of Vitally, thanks to its intuitive design and seamless integration with tools. [(46 mentions)](https://www.g2.com/products/vitally/reviews?filters%5Bsentiment_snippet%5D=1674930&qs=pros-and-cons#reviews) Users appreciate the **seamless integrations** offered by Vitally, enhancing workflows and automating processes across platforms. [(28 mentions)](https://www.g2.com/products/vitally/reviews?filters%5Bsentiment_snippet%5D=1675601&qs=pros-and-cons#reviews) Users find Vitally's **intuitive interface** to be user-friendly, enhancing their experience for both admins and end users. [(23 mentions)](https://www.g2.com/products/vitally/reviews?filters%5Bsentiment_snippet%5D=1673804&qs=pros-and-cons#reviews) Users value the **customization options** in Vitally, enhancing their workflow and tailoring the tool to their needs. [(22 mentions)](https://www.g2.com/products/vitally/reviews?filters%5Bsentiment_snippet%5D=1674734&qs=pros-and-cons#reviews) Users highlight the **automation capabilities** of Vitally, enhancing efficiency and ensuring no task is overlooked. [(21 mentions)](https://www.g2.com/products/vitally/reviews?filters%5Bsentiment_snippet%5D=1673521&qs=pros-and-cons#reviews) Users find Vitally's **complexity overwhelming** , requiring significant effort and technical know-how for effective use and integration. [(16 mentions)](https://www.g2.com/products/vitally/reviews?filters%5Bsentiment_snippet%5D=1673888&qs=pros-and-cons#reviews) Users find **integration issues** with Vitally challenging, especially when dealing with non-direct connections to other tools. [(11 mentions)](https://www.g2.com/products/vitally/reviews?filters%5Bsentiment_snippet%5D=1673543&qs=pros-and-cons#reviews) Users note the **steep learning curve** for Vitally, requiring time and investment to fully grasp its customizable features. [(10 mentions)](https://www.g2.com/products/vitally/reviews?filters%5Bsentiment_snippet%5D=1674632&qs=pros-and-cons#reviews) Users find Vitally to be **not intuitive** , requiring significant time and effort to fully understand and utilize effectively. [(9 mentions)](https://www.g2.com/products/vitally/reviews?filters%5Bsentiment_snippet%5D=1675447&qs=pros-and-cons#reviews) Users find the **steep learning curve** of Vitally overwhelming, particularly for non-technical team members during setup. [(9 mentions)](https://www.g2.com/products/vitally/reviews?filters%5Bsentiment_snippet%5D=1673957&qs=pros-and-cons#reviews) ### 5 Pros or Advantages of Vitally ##### 1. Ease of Use Users love the **ease of use** of Vitally, thanks to its intuitive design and seamless integration with tools. [ See 46 mentions ](https://www.g2.com/products/vitally/reviews?filters%5Bsentiment_snippet%5D=1674930&qs=pros-and-cons#reviews) See Related User Reviews ![Kirsten B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Kirsten B.") KB Kirsten B. Mid-Market (51-1000 emp.) 5.0/5 "A Truly Excellent Tool" What do you like about Vitally? Vitally has a clean and modern UI that is intuitive for admin and end users alike. It is 100% customizable, which is exactly what we want in a CS tool ![Eric V.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Eric V.") EV Eric V. Mid-Market (51-1000 emp.) 4.5/5 "Vitally and CSMs: A Near Perfect Pairing" What do you like about Vitally? As a CSM having the TASKS dashboard allows me to have a landing spot every morning to shape the day VS diving into emails w/ no direction. Other dashb ##### 2. Integrations Users appreciate the **seamless integrations** offered by Vitally, enhancing workflows and automating processes across platforms. [ See 28 mentions ](https://www.g2.com/products/vitally/reviews?filters%5Bsentiment_snippet%5D=1675601&qs=pros-and-cons#reviews) See Related User Reviews ![Kirsten B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Kirsten B.") KB Kirsten B. Mid-Market (51-1000 emp.) 5.0/5 "A Truly Excellent Tool" What do you like about Vitally? Vitally has a clean and modern UI that is intuitive for admin and end users alike. It is 100% customizable, which is exactly what we want in a CS tool ![Alex W.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Alex W.") AW Alex W. 4.5/5 "Customizable Workflows, Effortless Integration" What do you like about Vitally? I like the Playbooks in Vitally. They let us set up custom workflows that help tailor our approach based on client activity. This feature is really va ##### 3. Intuitive Users find Vitally's **intuitive interface** to be user-friendly, enhancing their experience for both admins and end users. [ See 23 mentions ](https://www.g2.com/products/vitally/reviews?filters%5Bsentiment_snippet%5D=1673804&qs=pros-and-cons#reviews) See Related User Reviews ![Kirsten B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Kirsten B.") KB Kirsten B. Mid-Market (51-1000 emp.) 5.0/5 "A Truly Excellent Tool" What do you like about Vitally? Vitally has a clean and modern UI that is intuitive for admin and end users alike. It is 100% customizable, which is exactly what we want in a CS tool ![Josh C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Josh C.") JC Josh C. 4.5/5 "Comprehensive Customer Insights with an (already) impressive AI capability" What do you like about Vitally? 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. Th ##### 4. Customization Users value the **customization options** in Vitally, enhancing their workflow and tailoring the tool to their needs. [ See 22 mentions ](https://www.g2.com/products/vitally/reviews?filters%5Bsentiment_snippet%5D=1674734&qs=pros-and-cons#reviews) See Related User Reviews ![Kirsten B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Kirsten B.") KB Kirsten B. Mid-Market (51-1000 emp.) 5.0/5 "A Truly Excellent Tool" What do you like about Vitally? Vitally has a clean and modern UI that is intuitive for admin and end users alike. It is 100% customizable, which is exactly what we want in a CS tool ![Mark J. B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Mark J. B.") MB Mark J. B. Small-Business (50 or fewer emp.) 5.0/5 "Incredibly Customizable—Flexible Control When You Need It" What do you like about Vitally? I love the ability to customize just about anything. ##### 5. Automation Users highlight the **automation capabilities** of Vitally, enhancing efficiency and ensuring no task is overlooked. [ See 21 mentions ](https://www.g2.com/products/vitally/reviews?filters%5Bsentiment_snippet%5D=1673521&qs=pros-and-cons#reviews) See Related User Reviews ![Alex W.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Alex W.") AW Alex W. 4.5/5 "Customizable Workflows, Effortless Integration" What do you like about Vitally? I like the Playbooks in Vitally. They let us set up custom workflows that help tailor our approach based on client activity. This feature is really va ![Lana K.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Lana K.") LK Lana K. Mid-Market (51-1000 emp.) 4.0/5 "Highly Customizable and Team-Friendly" What do you like about Vitally? Vitally is highly customizable, which makes it an essential part of how we manage Customer Success at Streamline. I use it daily to build and maintain ### 5 Cons or Disadvantages of Vitally ##### 1. Complexity Users find Vitally's **complexity overwhelming** , requiring significant effort and technical know-how for effective use and integration. [ See 16 mentions ](https://www.g2.com/products/vitally/reviews?filters%5Bsentiment_snippet%5D=1673888&qs=pros-and-cons#reviews) See Related User Reviews ![Laura Valentina M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Laura Valentina M.") LM Laura Valentina M. Mid-Market (51-1000 emp.) 4.5/5 "Incredible Insights with Helpful History Tracking" What do you dislike about Vitally? The interface can feel a bit overwhelming at first because there’s so much information on screen. I also wouldn’t say it’s especially intuitive to nav ![Elden D.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Elden D.") ED Elden D. Small-Business (50 or fewer emp.) 3.5/5 "Promising Dashboard with Room for Improvement" What do you dislike about Vitally? A lot of secondary features are half baked. The cost for some of their enhancements is far above the industry standards, and because there are so many ##### 2. Integration Issues Users find **integration issues** with Vitally challenging, especially when dealing with non-direct connections to other tools. [ See 11 mentions ](https://www.g2.com/products/vitally/reviews?filters%5Bsentiment_snippet%5D=1673543&qs=pros-and-cons#reviews) See Related User Reviews ![Eric V.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Eric V.") EV Eric V. Mid-Market (51-1000 emp.) 4.5/5 "Vitally and CSMs: A Near Perfect Pairing" What do you dislike about Vitally? They consistently are improving the platform, so very few issues stay long enough to be dislikes. ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Mid-Market (51-1000 emp.) 5.0/5 "Centralized Client Info Hub That Streamlines Our Workflow" What do you dislike about Vitally? I'm not quite sure how best to integrate it into the other tools we use like Slack and Outlook ##### 3. Learning Curve Users note the **steep learning curve** for Vitally, requiring time and investment to fully grasp its customizable features. [ See 10 mentions ](https://www.g2.com/products/vitally/reviews?filters%5Bsentiment_snippet%5D=1674632&qs=pros-and-cons#reviews) See Related User Reviews ![Amy E.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Amy E.") AE Amy E. Small-Business (50 or fewer emp.) 5.0/5 "Intuitive and Customizable, worth the investment in training" What do you dislike about Vitally? Can be overwhelming for first time users, takes a bit of getting used to ![Rashmi M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Rashmi M.") RM Rashmi M. Mid-Market (51-1000 emp.) 5.0/5 "Found Vitally to be a very user friendly experience!" What do you dislike about Vitally? It was a little difficult to understand at first. But regular use made it very easy to understand where i can get specific info. ##### 4. Not Intuitive Users find Vitally to be **not intuitive** , requiring significant time and effort to fully understand and utilize effectively. [ See 9 mentions ](https://www.g2.com/products/vitally/reviews?filters%5Bsentiment_snippet%5D=1675447&qs=pros-and-cons#reviews) See Related User Reviews ![Laura Valentina M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Laura Valentina M.") LM Laura Valentina M. Mid-Market (51-1000 emp.) 4.5/5 "Incredible Insights with Helpful History Tracking" What do you dislike about Vitally? The interface can feel a bit overwhelming at first because there’s so much information on screen. I also wouldn’t say it’s especially intuitive to nav ![Elden D.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Elden D.") ED Elden D. Small-Business (50 or fewer emp.) 3.5/5 "Promising Dashboard with Room for Improvement" What do you dislike about Vitally? A lot of secondary features are half baked. The cost for some of their enhancements is far above the industry standards, and because there are so many ##### 5. Steep Learning Curve Users find the **steep learning curve** of Vitally overwhelming, particularly for non-technical team members during setup. [ See 9 mentions ](https://www.g2.com/products/vitally/reviews?filters%5Bsentiment_snippet%5D=1673957&qs=pros-and-cons#reviews) See Related User Reviews ![Josh C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Josh C.") JC Josh C. 4.5/5 "Comprehensive Customer Insights with an (already) impressive AI capability" What do you dislike about Vitally? For non-technical users, it can be a bit overwhelming. Getting the initial setup deployed is a lot of work and requires access to many systems with a ![Amy E.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Amy E.") AE Amy E. Small-Business (50 or fewer emp.) 5.0/5 "Intuitive and Customizable, worth the investment in training" What do you dislike about Vitally? Can be overwhelming for first time users, takes a bit of getting used to ![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. 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