--- title: Vitally Reviews meta_title: 'Vitally Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 704 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: 704 scale: '5' date_modified: '2026-07-21' 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:** 704 ## 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. Helps everyone in the business **Rating:** 4.5/5.0 stars **Reviewed by:** Chiel d. | Product Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** February 20, 2023 **What do you like best about Vitally?** Their ability to make use of data coming in from all platforms we're using. Dashboarding and calculating scores based on the data. Great support as well. **What do you dislike about Vitally?** Their filter system could use an improvement. E.g. it would be great when the search box directly filters all trait categories and not only the selected one **What problems is Vitally solving and how is that benefiting you?** A central place for most of our customer data. Empowering CSM's and AE's. ### 2. Projects and docs in Vitally have made my life as a CSM much easier **Rating:** 5.0/5.0 stars **Reviewed by:** Erlend D. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 17, 2023 **What do you like best about Vitally?** Docs have been a game-changer for how we conduct and manage expectations in onboarding **What do you dislike about Vitally?** Have not been able to use visualize product analytics/usage in a good way so far **What problems is Vitally solving and how is that benefiting you?** Onboarding ### 3. Easy to use - a game changer for myself and my team **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** October 19, 2022 **What do you like best about Vitally?** Using filters to identify the specific type of client you want to take a closer look at during that day is easy with Vitally. 1 week our team might be focused on identifying high churn risk and addressing these clients accordingly, and the next week we might be looking into referrals through our most satisfied clients. **What do you dislike about Vitally?** If anything - I would like to improve the sync between our CRM and Vitally, but I'm not sure if this is the way we have set it up or if it's on Vitally's end to fix. **What problems is Vitally solving and how is that benefiting you?** Main problems Vitally is solving is grouping customers based on a number of factors (health score, country), which allows me to take the necessary action at an earlier stage than before. ### 4. Made my life much easier **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** December 02, 2022 **What do you like best about Vitally?** Easy to set up and manage, offers information in a meaningful format specific for CSMs. The use of views for tasks and notes allows the team to quickly identify which customers to prioritise. **What do you dislike about Vitally?** The main 2 functionalities I'd like to see are Templates for Tasks and the ability to collect and report (monitor) Customer-specific Outcomes. Having these outcomes visible and easily shareable would be a great improvement too. **What problems is Vitally solving and how is that benefiting you?** Prioritisation and the ability for the team to manage customers with very different profiles, needs and stages in their customer journeys. As a manager I can easily spot trends and help the team too. ### 5. Amazing tool for your sales and customer success teams **Rating:** 5.0/5.0 stars **Reviewed by:** Ashwin S. | Senior Sales Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** August 09, 2022 **What do you like best about Vitally?** The level of granularity that Vitally provides really helps our sales team identify how a customer is using our solution. From there it really easy to give the sales team to identify upsell opportunities and recommend new use cases to our client base. **What do you dislike about Vitally?** As I have not come across any similar tool in the market, I can't identify any real downsides. **What problems is Vitally solving and how is that benefiting you?** Vitally provides us with: - Better visibility of customer activity on our platform - Insights into the key users from the customer side so that we can identify the right product champion - A way to compare current volume against historic data, so the sales team can approach the right customers at exactly the right time. ### 6. Best in class CSP **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** November 08, 2022 **What do you like best about Vitally?** Vitally is powerful and has a delightful UI. The primary factors for our org choosing Vitally over other CSPs in 2022 are robust integration options, dynamic account segmentation and cohort assignment, dynamic health scoring, and time to value. **What do you dislike about Vitally?** Vitally's playbooks could be improved to incorporate formula fields and granular, multi-object criteria (including custom objects). Additionally, I would love to see grouped logic functionality for Lifecycle Tracking rules. **What problems is Vitally solving and how is that benefiting you?** Full customer view - Vitally is great at pulling disparate data points and communications together to present a holistic view of customer revenue attributes, user interactions with our internal teams, and product usage at a user and account level. ### 7. Great tool for CS management! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** July 19, 2022 **What do you like best about Vitally?** I really enjoy using the playbooks to automize the CS job. We have many traits and variables that make it very easy to automate email sending, updating clients, etc. Also keeping track of each client's info is very easy. **What do you dislike about Vitally?** For now, the health score may be a bit weird for my team, but maybe we have to take a better look at its variables. Also making the playbooks work properly take a bit of time and reviewing them many times. Overall it is not that hard and the support team via chat is very helpful! **What problems is Vitally solving and how is that benefiting you?** Keeping track of hundreds of clients can be very stressing and difficult, as well as managing their interaction with my company's software. Vitally makes it very easy to keep an eye on every account and knowing when it's best to contact them (perhaps after X time they haven't used our software). ### 8. Great experience on Vitally **Rating:** 5.0/5.0 stars **Reviewed by:** Jess N. | Customer Success Manager, Enterprise (> 1000 emp.) **Reviewed Date:** December 28, 2022 **What do you like best about Vitally?** - The ability to create my own views of clients and select items most important to me so I can prioritize - Ability to send mass emails to my book of business - Ability to see trends - Slack integration **What do you dislike about Vitally?** Email threads, I'd like to see each interaction separately **What problems is Vitally solving and how is that benefiting you?** More visibility into account health which means I know how to best prioritize my accounts which directly influences my performance as a CSM ### 9. Vitally makes managing a book of business simple! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** October 18, 2022 **What do you like best about Vitally?** I love how you can easily customize your view in Vitally. You can choose which data is important to include in your dashboard, depending on your customer/use case. By having one area where I can view all the necessary information for a customer, my job gets a lot easier and saves time. I also like that it's very user-friendly and easy to navigate. **What do you dislike about Vitally?** I wish there was a 'save' button when editing the layout or filters of a dashboard. **What problems is Vitally solving and how is that benefiting you?** Vitally is automating tasks and reminders that notify me to reach out to customers in my book of business, simplifying the process altogether and making my job easier! ### 10. This Is The Customer Success Software I've Been Waiting For **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer & Network Security | Mid-Market (51-1000 emp.) **Reviewed Date:** July 19, 2022 **What do you like best about Vitally?** The sales process was really pleasant and low-pressure. Set up is quick and easy. The UI is (IMO) clean and beautiful. The software is fairly intuitive. It is really powerful in the amount of data it can bring together, and you don't have to update a data object, create a report, then create a widget ... etc. I was a Gainsight Admin for a couple of years and have used it at several companies. It's a good tool and their team is solid. HOWEVER, they can't overcome the tech debt they built on the way to being the Salesforce of Customer Success. It is HARD software to use. Vitally is a breath of fresh air built with a modern interface and architecture. I found the onboarding to be smooth, organized, and very helpful. We have a CSM that has been great as well. Also, I have found their documentation to be very good. No one gets fired for buying Gainsight, but Vitally is the center-piece of what I believe is the next-gen tech stack for CS. Highly recommend. **What do you dislike about Vitally?** So, about that beautiful UI. It's beautiful ... but it's not perfect. There are some design flaws that I don't like. E.g., taking notes in their note section. The layout of the details in info is good, but it's jammed into a space that only takes up half the screen real estate. With all the info about the call, attendees, etc. taking up the top half of that, you only have about a quarter of the screen to work in the note. They are very open to feedback and we'll see if this gets updated and/or refined going forward. (I'm writing this on 7/19/22, so make sure to check out the notes when you demo it :) ). **What problems is Vitally solving and how is that benefiting you?** Being able to centralize all points of data about a customer and turning that data into actionable tasks and projects is critical to driving customer success. It's also a crucial component of having the right metrics for understanding growth (or lack thereof) and for being able to understand and tell the story of your customers to the board and investors. It's a key tool for our executives as well in their conversations of all types. again, there are other tools out there that will do this in some shape or fashion, but none with the grace, flexibility, and aesthetically pleasing configuration of workflows (i.e., that your CSMs/TAMs will really like) that are in Vitally ### 11. Lead Customer Success Manager **Rating:** 4.5/5.0 stars **Reviewed by:** Noah S. | Lead Customer Success Coach, Mid-Market (51-1000 emp.) **Reviewed Date:** July 14, 2022 **What do you like best about Vitally?** I am blown away by how user-friendly and intuitive the platform is. It is so much faster than Salesforce. Having all communications related to my book of business be visible across account delivery teams has already made an impact in the few weeks my company has used the platform. Our CSM at Vitally provided a detailed enablement session that made me as an end-user feel much more confident using Vitally! **What do you dislike about Vitally?** There's not much to dislike -- I think my organization has some room to further refine/configure a few things, but we will get there in time as account delivery teams provide more feedback to our CS operations teams. I think that organizations rolling this out will find themselves operationalizing/creating processes for a lot of the work they've done, which will force them to mature their CS practice. This isn't a downside, but something to be mindful of as an organization considers using Vitally or other CS tools. **What problems is Vitally solving and how is that benefiting you?** Vitally is helping us streamline a lot of the work Customer Success does at my organization. We're reducing duplicate workstreams by using Vitally for all internal/external client interactions and account documentation. ### 12. Helps a lot with visibility and analytics **Rating:** 4.5/5.0 stars **Reviewed by:** Abhishek S. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 23, 2023 **What do you like best about Vitally?** - Flexible Views and filters - Integrations - Reporting and data visualisation **What do you dislike about Vitally?** Issues might take a while to be fixed from time to time. But not too much. **What problems is Vitally solving and how is that benefiting you?** One place for all data for support, product use and adoption. ### 13. Vitally changed my life! **Rating:** 5.0/5.0 stars **Reviewed by:** Lilian S. | CSM, Mid-Market (51-1000 emp.) **Reviewed Date:** August 10, 2022 **What do you like best about Vitally?** The platform itself allows me to have total control of my clients, their health, what they consume the most and everything important for a CSM. **What do you dislike about Vitally?** Nothing! everything is perfect and works like it should **What problems is Vitally solving and how is that benefiting you?** Reduce workload, allows me to work proactively and to be on top of any churn risk ### 14. Easy set-up, centralised information and powerful tech-touch enablement tool **Rating:** 4.5/5.0 stars **Reviewed by:** Rocío B. | Head of Customer Success, Mid-Market (51-1000 emp.) **Reviewed Date:** November 21, 2022 **What do you like best about Vitally?** Having all customer data in one place, automations, playbooks and templates to free up time from my team. Detailed reporting possibilities. **What do you dislike about Vitally?** The concept of tasks vs indicators, search results **What problems is Vitally solving and how is that benefiting you?** Setting priorities for the team and analysing the results of our customer interactions. Visibility on renewals and forecasting. ### 15. Self Explanatory and Amazing UI **Rating:** 4.5/5.0 stars **Reviewed by:** Akshay J. | Customer Success Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 20, 2022 **What do you like best about Vitally?** That is so self explanatory and easy to use. The UI is very good and makes working the system much easier as well as interesting. it covers a lot of small features which makes the job easier **What do you dislike about Vitally?** One of the things I feel teh vitally can do better is Hierarchy mapping to the accounts and the customer support is quiet not upto the mark. Else I feel they are doing a good job! **What problems is Vitally solving and how is that benefiting you?** As a CSM, it is helping me to work thoroughly on my accounts by giving me an end to end visibility and helps me make personalized traits to work on specific accounts with particular requirments. ### 16. Refreshingly Easy, Powerfully Scalable **Rating:** 5.0/5.0 stars **Reviewed by:** Abby G. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** April 15, 2022 **What do you like best about Vitally?** Vitally makes it easy for even the least data-driven person to understand customer health data at scale. Specifically, I love the dashboards, Customer reporting, playbooks, and customizable views. Lastly, the Vitally Customer Success & Support teams could not be more helpful, prompt, or customer-focused. On multiple occasions, representatives have responded to my requests and actioned product requests within the day. They are so delightful and refreshingly easy to work with - which makes our job of delighting our own customers easy. **What do you dislike about Vitally?** I would love the ability to, as an individual contributor without admin permissions, edit & update pending conversations sent from our generic user. More permissions in general would be groundbreaking for our team, who functions in a "Scale" functionality within our greater Customer Success Team. In this same vein, I would love a "playbook" dashboard where I can view how playbooks are set up (trigger criteria, number of matches, etc) as an individual user without abilities to edit or change the playbooks. This would provide more visibility to the team on how these playbooks function. **Recommendations to others considering Vitally:** Even if Vitally isn't able to do everything your team needs on day one, I can promise they will work with you to help you achieve your goals. **What problems is Vitally solving and how is that benefiting you?** We're discovering trends in our customers' health, and how those trends are impacted by initiatives we launch (primarily health-driven playbooks which we launch in an automated fashion through Vitally). This enables us to track the success of our initiatives and focus wisely on upcoming strategies to improve customer health. With Vitally, we are also able to serve a large number of customers at scale, ensuring that no one falls through the crack. Lastly, I have realized how easy it is for every single CSM to navigate Vitally - something that is crucial for ensuring that your whole team (not just management) has access to customer information and aggregate data. ### 17. Excellent for CS **Rating:** 5.0/5.0 stars **Reviewed by:** Alicia D. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** September 10, 2022 **What do you like best about Vitally?** I enjoy that this tool that truly streamlines and simplifies my book of business so I can focus on continuing to cultivate my customer relationships. **What do you dislike about Vitally?** I wish there were more ways to integrate it with my recorded meetings, like with Gong. **What problems is Vitally solving and how is that benefiting you?** It helps me stay on top of engagement with customers and adoption rates, and I can see at a glance what the health of my customers is. ### 18. Great customer experience and smooth tool configuration **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** June 07, 2022 **What do you like best about Vitally?** I am still an early user (3 months in) and mainly focused on initial configuration and setup but the tool worked smoothly, without issues. Vitally Team has been extremely helpful in getting us up & running quickly. Integration is pretty seamless if you know where your data sits and how do you intend to use it. Day to day usage is logical and user friendly, features are located in places where you'd expect them to be. **What do you dislike about Vitally?** So far the only thing I've stumbled upon that would be helpful is an ability for the product administrators to understand statuses and syncing jobs that are running between Vitally and our data sources **What problems is Vitally solving and how is that benefiting you?** We will finally bring all the data sources into a single place, with remote teams it also helps us to gather teams and keep everything CSMs need to do their job on a single platform, let them collaborate and prep for their meetings much sooner then before. So far it has been that good, that people would like to use that as their own task and project mgmt tool, rather then always client facing. ### 19. Customer Success is great because it's a Customer Success product. **Rating:** 5.0/5.0 stars **Reviewed by:** 直 . | Director COO, Small-Business (50 or fewer emp.) **Reviewed Date:** March 20, 2022 **What do you like best about Vitally?** While the price is easy to implement, it has a full range of functions, and we felt that we could build a strong customer success organization simply by thoroughly utilizing the functions provided. As a Japanese company, we had a lot of questions about the implementation of the system, and they were very courteous and helpful. Even after the introduction of the system, the person in charge of our company regularly contacted us personally with concerns, and I believe that they take very good care of their customers. **What do you dislike about Vitally?** Not at all, and even if the functionality seems lacking at this point, I have faith that they will continue to enhance their product. **Recommendations to others considering Vitally:** If you are implementing a customer success product for the first time, there is no better product to use. **What problems is Vitally solving and how is that benefiting you?** Through Vitally, we wanted to standardize our customer success operations. We implemented Vitally to achieve this by setting up project templates based on customer segments and health scores, but it was easier to use than we expected, and we were able to realize our original goal. **Official Response from Mary Lim:** > Hi 直! Thank you for taking the time to leave us a review. I'm happy to hear that your team had a positive implementation experience and you've been able to achieve your goals :) Rest assured; we're continuously working hard to enhance and maintain the quality of our product. If you have any specific feedback, please do not hesitate to contact us directly. Thanks again for your feedback! Cheers, Mary ### 20. Great Alternative for CS compared to SFDC **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Human Resources | Mid-Market (51-1000 emp.) **Reviewed Date:** July 14, 2022 **What do you like best about Vitally?** Vitally is incredibly quick, user friendly, and intuitive. It's easy to understand what you need to do without having to watch a ton of training videos or read a lot of support articles. The user interface is clear and easy to navigate as well. **What do you dislike about Vitally?** I wish Vitally was a standalone app! It's easy to lose in all of your tabs. But if you use a Mac, you can easily create an icon in your dock and then it will act as a standalone app! (In Chrome, go to the three dots in the corner > More Tools > Create Shortcut). **What problems is Vitally solving and how is that benefiting you?** Helping us solve CS workflows, making CS work easier and more efficient, and enabling us to help and support our customers, track our output, and collaborate with other teams internally. ### 21. Great UI, Team and Product! **Rating:** 5.0/5.0 stars **Reviewed by:** Blake A. | Head of Customer Success, Small-Business (50 or fewer emp.) **Reviewed Date:** July 24, 2022 **What do you like best about Vitally?** Vitally is a great overall CS platform! The number of integrations, UI and price were the main reasons we chose Vitally. **What do you dislike about Vitally?** Looking for a customer-facing onboarding page. It would be helpful for us to send our customers a page that they can track on their side. **What problems is Vitally solving and how is that benefiting you?** We can see all customer data in one place. We have call notes, onboarding tasks, health scores, NPS, SF data, Intercom data and more all in one place. Our management team can also see the CS KPI's on a Vitally dashboard. ### 22. Vitally has allowed us to streamline the process for our Customer Success Team **Rating:** 5.0/5.0 stars **Reviewed by:** Tara M. | Operations Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** September 06, 2022 **What do you like best about Vitally?** The easy to read colour-coded Health scores showing us a quick snapshot of how we are improving with our clients **What do you dislike about Vitally?** Sadly, at this stage it does not intergrate with a time tracking app to allow us to monitor the time spent using it as a productive tool (as it is). **What problems is Vitally solving and how is that benefiting you?** Helping us to focus on the clients that need our assistance in order of priority ### 23. It's a powerful tool for CS teams who need to have a 360° view into their customers activities **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** July 15, 2022 **What do you like best about Vitally?** It has a great integration with Segment which syncs all the data from your customers. The custom health scores and risk indicators are some of the features that make our lives easier The possibility to use an extra layer on top of the accounts is also a great help to check on our customers **What do you dislike about Vitally?** I terribly miss having a feed with all the activities, completed tasks, emails, health changes, notes, playbook changes, project updates etc in one single view as opposed to having to click on each activity to see them individually. **What problems is Vitally solving and how is that benefiting you?** We now see what customers are struggling to get up & running with our tool and which ones have figured it out already. We can automate actions based on their health, usage and lifecycle stage. ### 24. Enables us to become lower touch and standardizing our onboarding processes **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** February 01, 2023 **What do you like best about Vitally?** Their Docs that can be shared with customers with projects and tasks makes onboarding and adoption transparent, while setting the expectations **What do you dislike about Vitally?** There are some minor bugs, but nothing of high severity **What problems is Vitally solving and how is that benefiting you?** - Standardizing our onboarding with Docs, Projects and Tasks. - Getting more customer data in one place with integrations like Intercom, Outlook, HubSpot and Segment - Keeping track of renewal dates and ARR development ### 25. Very Helpful Resource for a quick download on your customers! **Rating:** 4.5/5.0 stars **Reviewed by:** Carissa D. | Customer Success Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** March 17, 2022 **What do you like best about Vitally?** I like that Vitally allows me to log in and get a quick download of where my customers are in their onboarding and post onboarding journey. Having an easily accessible health score also helps me get the information I need quickly so I can take the next steps for a solution. **What do you dislike about Vitally?** I don't think Vitally is the most intuitive for someone just jumping in without any training. I could use a few helpful and easily accessible walk-through videos and product tours that are right in the platform. Once I got the hang of it though, its been pretty simple. **What problems is Vitally solving and how is that benefiting you?** We're keeping a close eye on how our customers are using our platform. Vitally helps us track their TTV in a quick and efficient way. I think there are more benefits that we can unlock, we just need to get down to the details within Vitally to make those. ### 26. Excellent Tool **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** July 14, 2022 **What do you like best about Vitally?** Vitally is an entirely comprehensive portal for me to keep track of my tasks, ease account management, create reports, best practices, and paints a holistic picture of what I need to be working on within a single tool. I wouldn't be able to do my job without it. I highly, highly recommend it. **What do you dislike about Vitally?** It isn't as intuitive as I would have liked as a first time user- I needed a decent amount of training to get up and running in it (which is common with any new tool you use) **What problems is Vitally solving and how is that benefiting you?** Vitally gives me a single place and location to manage the health of my accounts and provides very detailed, clear, and actionable feedback that I can take proactively in order to make my customers succeed ### 27. Vitally has allowed us to surface insights that we can action on **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Food & Beverages | Small-Business (50 or fewer emp.) **Reviewed Date:** November 22, 2021 **What do you like best about Vitally?** Vitally data has empowered us beyond the customer success realm and allowed us to make decisions based on actionable data. The vitally team is attentive and quick to respond **What do you dislike about Vitally?** Like most decision enabling tools, the tool is only as valuable as the data it receives. Some of the "success metrics" could be misleading if you as a business do not have a clear understanding of your users value points. Vitally is a great company but the product still has a few kinks to work out, **What problems is Vitally solving and how is that benefiting you?** The biggest problem we solved was finding one tool to send all our key metrics too and measure them against our customers engagement with our product. ### 28. Great tool for efficiently and effectively managing your customers **Rating:** 4.5/5.0 stars **Reviewed by:** Ryan H. | VP of Customer Success, Mid-Market (51-1000 emp.) **Reviewed Date:** August 15, 2022 **What do you like best about Vitally?** As a customer success leader, Vitally gives me valuable insights into how my customers are leveraging my platform, how my CSMs are performing, and where we have both risks and opportunities within our book of business. I really like the health scores, notes/tasks/projects, and integrations with other tools. **What do you dislike about Vitally?** These types of systems require a lot of work up front to get them to be functional. From the integrations to making the data useful, it really does require a heavy lift to get started. **What problems is Vitally solving and how is that benefiting you?** Identifying and mitigating churn risk, onboarding new customers to ensure that they are happy and healthy, tracking team activity, and standardizing engagements with customers. ### 29. Vitally is a complete tool and saves me a lot of time! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Hardware | Enterprise (> 1000 emp.) **Reviewed Date:** July 14, 2022 **What do you like best about Vitally?** Tasks help me to keep myself organized and I love that I can have all the information from my accounts on a single page. Indicators are also very useful as well as projects! **What do you dislike about Vitally?** I wish there was an easy to see my accounts and point of contacts location/country (but this might be a limitation on our integration, I haven't reported as it is not a must have). **What problems is Vitally solving and how is that benefiting you?** Having all the information I need right on a single page (my clients) + being able to send and keep track of all communications within the company with all clients my clients (active conversations) + seeing the "pending conversations" is also very helpful once I can prevent specific clients from receiving unwanted mass-communications is amazing! ### 30. Intuitive and robust tool for anyone managing a book of business **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** November 08, 2022 **What do you like best about Vitally?** Training is easy for new members of the team, creating custom views, email templates **What do you dislike about Vitally?** Our sales team uses a different CRM for their needs so we lack continuity for customer handoff to Success **What problems is Vitally solving and how is that benefiting you?** I can quickly visualize NRR of my book of business, draft emails to customer, and segment a large book of business to tailor my approach to small groups ### 31. Absolutely love Vitally! **Rating:** 4.0/5.0 stars **Reviewed by:** Morgan D. | Customer Success Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** February 23, 2022 **What do you like best about Vitally?** The integrations are extremely helpful for us to aggregate lots of customer data (billing, product behavior, communications, etc.) in one place. It's been a game changer for creating more accurate customer health scores and automating processes for us. **What do you dislike about Vitally?** There are a few little feature limitations that slow down my workflow but nothing huge. It would be nice to be able to set default filter views for projects like in Asana (eg. only show incomplete tasks - right now for each project that I create I have to set it to only show incomplete tasks). We also can't remove custom tags that we don't like or created by accident. **Recommendations to others considering Vitally:** This is a great tool for early-stage customer success teams. This is the first customer-specific tool that we've put in place and it literally added value within the first 3 days of using it! **What problems is Vitally solving and how is that benefiting you?** Centralizing all of our customer data and processes in one place. The automation are incredibly helpful, alerting us when an account is growing fast, or a health score has dropped for a certain reason. It really puts all of our accounts at our fingertips and makes our work so much easier! I also love the "conversation" feature to send a customer a template but personalized message through the system. ### 32. Vitally Helps Identify Disengaged Customers and Satisfy Their Needs **Rating:** 5.0/5.0 stars **Reviewed by:** Steven S. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** February 19, 2022 **What do you like best about Vitally?** Vitally is valuable product because it helped satisfy one of our underappreciated customers. Using Vitally, I was alerted to a "Disengaged Account", which means the customers had not logged in for about a month. Because of this indicator, I organized the customer's dashboards and alerted them I had done so. The VP of that company called the next day and was thrilled with the support they had received. The account is no longer a "Disengaged Account," and the users have logged back in regularly for the past week. It was a big win for Vitally around our office. **What do you dislike about Vitally?** It is hard for me to find anything I have disliked about the product. I have only been using it for a couple of weeks and have not had the chance to do a deep dive into the software. At least on a surface level, the user interface has been straightforward to navigate and understand. **What problems is Vitally solving and how is that benefiting you?** We use Vitally to gauge our customer's interaction and satisfaction with our software. Vitally helps us to quickly identify when a customer is losing interest; we then follow up about whatever issues they are facing and address these issues. Vitally helps us to resolve problems sooner rather than later. ### 33. usage experience and suggestions for vitally **Rating:** 4.5/5.0 stars **Reviewed by:** Cassiane R. | Customer Success, Small-Business (50 or fewer emp.) **Reviewed Date:** August 09, 2022 **What do you like best about Vitally?** We love using Vitally, we are satisfied with the features. All the metrics, health indicators and playbooks are essential for my work. **What do you dislike about Vitally?** I just feel like the navigation in some parts could be even more intuitive. In tasks I would like to have a clearer view of the tasks for the day, overdue, maybe a calendar view would help. But, in general vitally is super complete and meets our main needs. **What problems is Vitally solving and how is that benefiting you?** Have a clear view of the client portfolio, obtain metrics that are always up to date and easy to view. Conduct complete journeys with vitally support without major efforts. ### 34. Nice and Tidy **Rating:** 4.5/5.0 stars **Reviewed by:** Giuseppe C. | Sales Executive, Small-Business (50 or fewer emp.) **Reviewed Date:** August 11, 2022 **What do you like best about Vitally?** The ability to have a clear overview of projects with the relevant tasks assigned to keep track of all my projects easily. **What do you dislike about Vitally?** That the projects do not get added to vitally automatically. It's the only thing missing which would make things even easier. **What problems is Vitally solving and how is that benefiting you?** Helping me keep track of key projects, knowing what's going on at every key stage of onboarding our clients. ### 35. Excellent so far **Rating:** 4.0/5.0 stars **Reviewed by:** Damien H. | Chief Customer Officer, Mid-Market (51-1000 emp.) **Reviewed Date:** August 16, 2022 **What do you like best about Vitally?** We have been able to realize value quickly. Connecting our data was easy and has proven to be intuitive to automate therafter. **What do you dislike about Vitally?** I would have liked a bit more hands-on help to refine and optimize the system configuration. **What problems is Vitally solving and how is that benefiting you?** Vitally is helping us to create more customer value while also helping us to much more swiftly identify opportunities and risks. ### 36. An excellent data-driven team to your CS team **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** November 29, 2022 **What do you like best about Vitally?** Data-driven platform, quite user-friendly for CSMs and Ops teams. Great Customer Success team in Vitally to support your company. Adaptable to different businesses and sizes. **What do you dislike about Vitally?** Time for data to sync - it's not instant, take some time. Vitally Help Center - could be improved and more user-friendly. Vitally could have more cool features for CSMs, such as more developed email layouts. **What problems is Vitally solving and how is that benefiting you?** An excellent platform to present data to CSMs - solving data being something inaccessible to be in front of CSM's eyes. ### 37. All you could look for in a CS Platform **Rating:** 5.0/5.0 stars **Reviewed by:** Katie R. | CSM, Small-Business (50 or fewer emp.) **Reviewed Date:** August 09, 2022 **What do you like best about Vitally?** The 360 customer view, offering a full view of your portfolio! **What do you dislike about Vitally?** I wouldn't say there is anything I don't like, but rather there may be areas that could be added in the coming months, but I know they are always growing and listening to feedback! **What problems is Vitally solving and how is that benefiting you?** Ensuring our customers get the care they need and ensuring nothing falls through the cracks ### 38. Really Positive Experience **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** April 21, 2022 **What do you like best about Vitally?** Vitally is my Org's main CS tool and it allows us to continually update and maintain account health, main contacts, notes, and more, One of my favorite features is the Dashboards, these let me look at my entire Book of Business with the filters I want and helps me keep a pulse on the health of my book. **What do you dislike about Vitally?** A lot of my original dislikes of Vitally have actually been removed now. In working with our internal teams and Vitally, we've built out additional functionality that our team needed to see greater value from the tool. I haven't really used the Projects or Tasks portion of Vitally. **What problems is Vitally solving and how is that benefiting you?** We are currently solving siloed account health structures for the Customer Success Org with Vitally. Having the ability to create filtered Dashboards that represent the Health and success of a book of business has been really valuable. I also appreciate the notes structure within an account that allows me to keep all fo the information pertaining to an account in one place. ### 39. Vitally is Vital to my Workflow **Rating:** 5.0/5.0 stars **Reviewed by:** Katerina D. | CSM, Mid-Market (51-1000 emp.) **Reviewed Date:** July 14, 2022 **What do you like best about Vitally?** Vitally has a ton of great data that you can pull into dashboards, reports, playbooks, etc. It allows you to keep tabs on all your customer's needs, tasks, upcoming meetings, etc. **What do you dislike about Vitally?** it can be a bit difficult to find how to do things in the beginning but I got a hang of it! **What problems is Vitally solving and how is that benefiting you?** Keeping track of customers lifecycles, and giving me all the data in one place, (aggregating data as well). ### 40. Vitally for CSM purposes to track client information **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** July 14, 2022 **What do you like best about Vitally?** I enjoy using Vitally for CSM purposes to keep track of clients' information and updates. I enjoy the task creation and reminders sent via email. I can keep up to date with my customers. **What do you dislike about Vitally?** I wish Vitally synced with Chargebee and LinkedIn to gather more account/customer information. I spend a lot of time manually entering job titles, renewal dates, contract terms, etc. I wish I could see how many times a customer opens an email that I send to Vitally. **What problems is Vitally solving and how is that benefiting you?** Vitally assists in tracking account information, emails, tasks, etc. I keep up to date with all of my accounts through Vitally to set meetings, gather information, etc. ### 41. NICE USER EXPERIENCE **Rating:** 4.5/5.0 stars **Reviewed by:** Roberto S. | BDR, Mid-Market (51-1000 emp.) **Reviewed Date:** July 14, 2022 **What do you like best about Vitally?** User-friendly interface. The most helpful thing is to keep separate your accounts from your CRM and you can see very quickly who is happy with your service or not and have more trazability. **What do you dislike about Vitally?** What I dislike is the lack of some filters. It is one of the most interesting things and some of the times I don't find enough options. At the same time, hav ethe possibility of exporting reports would be very helpful. **What problems is Vitally solving and how is that benefiting you?** Vitally allow us to see very quickly what our users think about us and you can rank them depending in the NPS rate they have. Also, you can find all their data. ### 42. A Holistic Customer Success Platform **Rating:** 4.5/5.0 stars **Reviewed by:** Willem R. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** June 21, 2022 **What do you like best about Vitally?** Vitally solves supports important CS processes from with onboarding project management and keeping an eye on the health of the accounts. I really like the "Account Health Score" feature they have developed that enables us to see how much healthy, concerning and poor ARR we have. **What do you dislike about Vitally?** The system is stable and works properly. It could be improved to create a bunch of tasks at once **What problems is Vitally solving and how is that benefiting you?** `Vitally helps us with a scalable CS process ### 43. Very useful app, could improve support and training **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** June 14, 2022 **What do you like best about Vitally?** The app works well and I log in every day. I can see everything about customers in one place. The health scores are excellent, and I have all my customer's activity and product usage at a glance. Projects and tasks make following up with clients easy. I can keep track of important customer segments with Vitally and reach out to people in companies with poor health or low product usage. I can also provide valuable insights to our product and marketing team based on all the aggregated data we have in the app. **What do you dislike about Vitally?** Support is not great and could improve. Their product is complex and they should train staff accordingly. When I started using the app they had virtually no product onboarding or training, and now they don't offer guides or tips on how to improve usage. For technical inquiries the team has always been helpful but for anything other than that not so much. **What problems is Vitally solving and how is that benefiting you?** We were blind to our customer's health and needed to gather more data. Now we know more about them and can have a closer relationship with them. It´s an invaluable tool. ### 44. Vitally is a dream for small to medium CS teams **Rating:** 5.0/5.0 stars **Reviewed by:** Amelia M. | Customer Success and Experience Team Lead, Small-Business (50 or fewer emp.) **Reviewed Date:** March 08, 2022 **What do you like best about Vitally?** Most everything, but our main motivation for getting Vitally was to automate health scoring and it works very well for this! The integrations that Vitally has to aggregate data into this scoring made it so easy. **What do you dislike about Vitally?** The "conversations" tool could be developed to be more helpful. It's hard to really manage daily communications there, so we mainly use it to trigger templated messages for things like check-ins and renewals. **What problems is Vitally solving and how is that benefiting you?** We can really rely on our customer health scores now because they dynamically update in real time. Our CS team is much more confident about reaching out to customers because it's so much easier to get a high level view of the account with all the customer data flowing into Vitally from different systems. ### 45. Simple design with a lot of content **Rating:** 3.5/5.0 stars **Reviewed by:** Christopher R. | Customer Success Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 20, 2022 **What do you like best about Vitally?** - A lot of tasks can be handled within a few clicks - clean and clear structure **What do you dislike about Vitally?** - Basic information is often hidden (might depend on the set up of course) - maybe a few too many features, which effects an intuitive handling **What problems is Vitally solving and how is that benefiting you?** * Basic analysis of clients * communication with clients * tracking and reporting ### 46. Easy and Effective **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Construction | Mid-Market (51-1000 emp.) **Reviewed Date:** July 14, 2022 **What do you like best about Vitally?** Tasks, Organized, Structure, Easy to use **What do you dislike about Vitally?** A lot of info lives on the right side of the page and can be clunky at times. That's being really nitpicky though and I've worked with other programs and none compare to Vitally. **What problems is Vitally solving and how is that benefiting you?** It's giving me my day right as I login so I know what I need to tackle first and accomplish within the day and then some. My work performance has increased exponentially due to my tasks being streamlined. I have a lot of information with just one click with access to additional resources. ### 47. Quick implementation, easy to use and configure! **Rating:** 5.0/5.0 stars **Reviewed by:** Celia G. | VP Customer Success, Small-Business (50 or fewer emp.) **Reviewed Date:** March 11, 2022 **What do you like best about Vitally?** I have used many platforms and Vitally is the easiest to configure yourself and set up and use right away. There are lots of one click integrations to all tools needed. **What do you dislike about Vitally?** Nothing yet! They have great CSM and support as well! **Recommendations to others considering Vitally:** Great platform where you don't need an operations person or team to manage, anyone can set it up, administer it and it's so easy to use and configure. Integrations don't require IT, they are one click. Helps with small business to scaling up an organization. **What problems is Vitally solving and how is that benefiting you?** Health, awareness across the org of customers, usage details, communication at scale to customers, the ability for any team member to know what's happening at the account at any time. ### 48. Vitally's front end design team has built a lightweight but intuitive tool with CS as their focus **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** October 18, 2022 **What do you like best about Vitally?** Their Playbooks are huge for automating outreach based on user behavior. **What do you dislike about Vitally?** Currently there are several roadmap items that need to be completed, but I have faith they will be soon. **What problems is Vitally solving and how is that benefiting you?** Monitoring my accounts' health has never been easier or prettier to look at. ### 49. Great solution to grow with our business **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** March 14, 2022 **What do you like best about Vitally?** Having used all of the leading CS tools to date, Vitally has the most comprehensive UI for being able to segment our customer base and the most granular health scoring. Vitally was simple to set up and is slated to grow with our organization as we continue to add customers. I've described Vitally to my team as CRM platform with a BI-tool brain. :) **What do you dislike about Vitally?** For all of Vitally's complexity and rich feature set, the filter tab showing on every page load is a bit annoying. From the 'Reporting' section, I'd like to be able to pull the actual list for customers that meet the defined criteria rather than the headline numbers around retention as an aggregate or MoM report. Also, report exporting would be great. **What problems is Vitally solving and how is that benefiting you?** Vitally serves as our record of truth for all trial and paying customers. Prior to parnering with Vitally, we had no single platform to have all customer data into a single view. ### 50. Powerful software with effective customer service **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Farming | Small-Business (50 or fewer emp.) **Reviewed Date:** September 13, 2022 **What do you like best about Vitally?** The potential for automation is great, due to the use of playbooks and integrations with other softwares. **What do you dislike about Vitally?** There are some UX / UI issues that can be improved. Also it would be great if it could be integrated with Google Meets to track attendance. **What problems is Vitally solving and how is that benefiting you?** Very useful to track customer's health and it serves as a CRM too ## 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?page=10&source=search§ion=pricing&secure%5Bexpires_at%5D=2026-07-22+02%3A47%3A57+-0500&secure%5Bsession_id%5D=be42f436-00d2-4a12-bef4-bb97458130a3&secure%5Btoken%5D=12dddde867acbc1a8f3a14b33732d01ac87d424d793004671fda254d7ddec640&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) - [Help Scout](https://www.g2.com/products/help-scout/reviews) - [HubSpot Marketing Hub](https://www.g2.com/products/hubspot-marketing-hub/reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - [HubSpot Service Hub](https://www.g2.com/products/hubspot-service-hub/reviews) - [Jira](https://www.g2.com/products/jira/reviews) - [Looker](https://www.g2.com/products/looker/reviews) - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews) - [MySQL](https://www.g2.com/products/mysql/reviews) - [Pendo](https://www.g2.com/products/pendo-io-pendo/reviews) - [Periskope](https://www.g2.com/products/periskope/reviews) - [RetainSure](https://www.g2.com/products/retainsure/reviews) - [Salesforce Agentforce](https://www.g2.com/products/salesforce-agentforce/reviews) - [Salesforce Headless 360 Platform (formerly Salesforce Platform)](https://www.g2.com/products/agentforce-360-platform-formerly-salesforce-platform/reviews) - [Slack](https://www.g2.com/products/slack/reviews) - [Twilio Segment](https://www.g2.com/products/twilio-segment/reviews) - [Twilio SendGrid Email API](https://www.g2.com/products/twilio-sendgrid-email-api/reviews) - [Unthread](https://www.g2.com/products/unthread/reviews) - [Wati](https://www.g2.com/products/wati/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 **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 **Platform** - Reporting & Dashboards - API & Integrations - Data Import & Export Tools - Workflow Capability - Notifications - Customization - Scalability - Data Security - Performance & Reliability - User, Role, and Access Management **Mapping** - Multiple Org Charts - Stakeholder Roles **Customer Engagement** - Portal - Engagement - Branding - Visibility - Collaboration **Generative AI** - AI Text Generation - AI Text Summarization **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 ## Top Vitally Alternatives - [ChurnZero](https://www.g2.com/products/churnzero/reviews) - 4.7/5.0 (1,591 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 (937 reviews)