Vitally Reviews & Product Details

Vitally offers a comprehensive solution for client management by centralizing information and integrating AI tools to enhance efficiency. The platform allows for seamless interaction with clients, providing quick access to essential data and facilitating effective communication. Review collected by and hosted on G2.com.

I really like the possibility to have everything linked in one place with Vitally. It solves the complexity of managing different systems by allocating the majority of client information in one place, so I can easily check active conversations, subscriptions, and pricing. The AI Copilot is a standout feature as well, helping me save time by retrieving information quickly, summarizing client calls, pauses, and assisting with lead creation. It makes gathering general context about clients much easier and is very helpful. Review collected by and hosted on G2.com.

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 dashboards, reporting and notes give our team insight during transitioning accounts, company check ins and the health of our partner facilities. The Vitally platform also continues to adapt to needs of CSMs and works directly w/ our team to get our feedback and use cases. Review collected by and hosted on G2.com.

They consistently are improving the platform, so very few issues stay long enough to be dislikes. Review collected by and hosted on G2.com.

I like that Vitally keeps everything organized. I also like that there's an AI component that helps me track insights I might not take notice on my own and points me to the right direction to move forward with my customers, based on their needs. The integration with my emails is great because it automatically pulls in conversations. I love the Vitally widget customization as well, which allows me to only look at important data which is valuable to me. I also appreciate the option to store both internal and external projects within Vitally, allowing me to work from a single platform. This prevents me from wasting time on manual work like copying and pasting interactions, and helps me store and manage project documents efficiently, with clear roles and responsibilities. The AI insights help me create a plan of action to follow with my customers, making Vitally crucial to my role as a CSM. The initial setup was relatively straight forward and had easy-to-follow steps. Review collected by and hosted on G2.com.

Vitally is not great at pulling historic monthly recurring revenue data. It only pulls from our subscription platform, so it's hard to track customer growth in terms of money. Although it gives useful insights into customer health as a whole, it could use some improvement regarding financial history. Review collected by and hosted on G2.com.

From an admin perspective, the UI is easy to use and simple to adjust on the fly. Even with a ton of data, it still runs really well and is straightforward for the team to work in day to day. The team at Vitally is 10/10 incredible - our CSM, support (who I bother often), and everyone else in between have all been great. Review collected by and hosted on G2.com.

This is actually a good thing but the filtering is incredible and can get so granular - sometimes building the filters I need can take some time. Review collected by and hosted on G2.com.

It’s been helpful to capture all of our CS information in one product by integrating it into our existing systems. The meeting recorder is also a great add-on. Review collected by and hosted on G2.com.

After using it for over a year, I can’t say there’s anything I strongly dislike. If I had to point to one small issue, it would be the UI, but it’s a minor concern overall. Review collected by and hosted on G2.com.

I like that Vitally basically automates my job in a lot of ways. I don't have to log into every customer's instance to see their progress. I can view it with just one click, which I love and appreciate. Also, I can formulate dashboards and see exactly where my customers are in their journey. This helps me come up with solutions that benefit them the most at each stage. The ability to send bulk emails and messages, including WhatsApp, through Vitally's integrations is amazing because it saves time. Instead of following up on customers one by one, I can bulk select them and send messages. I do appreciate all of these features, especially since the user interface is very cool and allows for customization to see important things for my business. Review collected by and hosted on G2.com.

Well, I wish we could integrate it with a lot of other systems. We do integrate with some systems, and it's great, but I wish it could be the hub where we send out emails, do all of our messages, and we could even chat through Vitally. So, basically, you don't need to open any other apps and you're just on Vitally for most of your day. And that's all you need. But you guys are very close to doing that. Review collected by and hosted on G2.com.

I really like how easy and complete Vitally is. It covers everything I need for customer success processes and managing my accounts. Another thing I appreciate is how quickly Vitally has been shipping product updates, especially around AI. The AI functionalities are very good, allowing my team to provide more comprehensive updates with less admin work by leveraging the information already in Vitally. I also like the logic for full seats and observer seats, which is valuable for ensuring people outside the customer success organization can access insights and information without using other systems. This setup allows us to leverage Vitally effectively. Review collected by and hosted on G2.com.

I think sometimes we find that some specific personalizations are not detailed all the way to the information that we have. So for example, when I create custom objects, I cannot leverage all the traits and integrations that I have and all the fields that flow from Salesforce, meeting recordings, and other fields. It seems like one important gap is that, in some areas of Vitally, you cannot leverage the information in the fields that you have elsewhere. In those instances, you need to create your own fields, which creates some sort of restrictions when we are trying to build new things with Vitally in a standardised way. Review collected by and hosted on G2.com.

I really like that there's the ability to create documents and project checklists that you can share with customers. I like being able to use our templated documents for different initiatives across different customers. If there's a checklist of tasks to be done, we can also have templated project tasks included in those documents. It's great that we can both be mutually accountable because we can both see the list. Review collected by and hosted on G2.com.

It seems like a very vast tool, and I feel like I only use it for probably 1% of what it's capable of. So I wish I understood it better. And that is partially down to, of course, my learning and development, but, perhaps if it was more intuitive. And sometimes I also find navigating from page to page a little bit awkward, and I wish they had better ways to go back a step rather than having to retype in the company or customer name and then go back into it that way. It's a bit awkward to navigate compared to other softwares and sites. Review collected by and hosted on G2.com.

I use Vitally for customer success, and I find it easy to learn and use. Review collected by and hosted on G2.com.

Running playbooks based on specific month dates or every 30 days for recurring emails are not supported, which requires everything to go through a feature request. Additionally, there's no 'select all' option for sending bulk emails to users instead of accounts, even though I can filter them, making it a hassle as a customer success professional. Review collected by and hosted on G2.com.

I love the ability to create any custom view or dashboard that I could need. I have different views set up for so many different use cases, and I love that the data is shared across all of the views. I enjoy sorting my tasks either by status, category, or customer to prioritize my day as needed. Creating custom dashboards helps me track data that's meaningful to me, like accounts grouped by account manager, location, or health scores over time. Managing all my customer records, tasks, resources, and more in one place helps me stay organized. I also find it extremely easy to explore and figure out as an end user. Review collected by and hosted on G2.com.

I would like the ability to create purely empty/custom columns in my views so that I can track account information that is useful to me but might not be needed for the rest of my team. I'd also love the ability to pop out the Notes window so that I could take call notes live in Vitally on a small screen. Review collected by and hosted on G2.com.