--- 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: '2026-07-20' 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. A Truly Excellent Tool **Rating:** 5.0/5.0 stars **Reviewed by:** Kirsten B. | Customer Success Operations Manager, Computer Software, Mid-Market (51-1000 emp.) **Reviewed Date:** November 03, 2025 **What do you like best 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. I also love how quick the team is to both release new features - big ticket AI features and smaller ticket UI/functionality improvements - and respond to feature requests and support inquiries. Uptime is impressive - the platform is reliable, which is incredibly important for a tool our teams use daily. It connects to nearly all our tools in a native way. **What do you dislike about Vitally?** A few small things: Not being able to copy/paste a list of account IDs into a filter Lack of ability to create a custom object through a playbook Inability to require certain fields in a custom object Missing "push" feature for table views/reports/dashboards **What problems is Vitally solving and how is that benefiting you?** Vitally allows us to see all client data and interactions in one place. It also houses processes like onboarding, risk identification and mitigation, expansions, VOC initiatives, and more. It is truly a single pane of glass for our teams. ### 2. Vitally’s AI Integrations and Fast, Reliable UI Are Critical to My Workflow **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in E-Learning | Small-Business (50 or fewer emp.) **Reviewed Date:** July 14, 2026 **What do you like best about Vitally?** I most appreciate the diverse use cases of Vitally. Not only to manage my accounts and have the most important information I need right upfront, but the AI integrations (writing follow up emails, managing tasks, etc) has become critical to my role! It's easy to navigate, I've never experienced any kind of outage, super quick. Overall, just a great tool. **What do you dislike about Vitally?** It's a learning curve to understand all that it can do. While it's easy to navigate for what I do in my role everyday, there are so many places that things live it's hard to remember or find when needed. **What problems is Vitally solving and how is that benefiting you?** Vitally helps me manage my book of business from a 10,000-foot view all the way down to the granular tasks that need to be completed after each call. It keeps me on top of customer engagement and makes it easy to know when a renewal is coming up, among other key details. ### 3. Intuitive Customizations and Flexibility of Vitally are Highlights **Rating:** 5.0/5.0 stars **Reviewed by:** Samuel P. | Customer Success Specialist (Liderança Operacional), Small-Business (50 or fewer emp.) **Reviewed Date:** March 14, 2022 **What do you like best about Vitally?** I really like the customizations of Vitally. It is very flexible, allowing me to bring in metrics and configure it to have the information I need. It is quite adaptable in terms of consolidating everything in one place, which makes managing and controlling daily demands much easier. Vitally is also incredibly intuitive; even more complex processes are easy to carry out. I like the help tools and the chat, which make the initial setup and continuous use very smooth. Additionally, Vitally provides me with insights that help better control retention and our base, allowing for a more predictive and proactive approach in customer relations. **What do you dislike about Vitally?** Honestly, it's not so much a matter of it not working well, I think it might be a technical limitation, and I believe they should improve this in the future. But, it would be in the sense that we have a feature called Success Metrics, and this specific feature is very useful when you want to perform calculations between data. For example, I want to take the number of logins and divide it by the number of users to get information on engagement, access, something like that. It has this, but I think there are some technical limitations with this feature, and the feature itself has a quantity limitation, but it's a matter of the plan we have. However, I think there shouldn't be this limitation to have more freedom to create these concatenated metrics, so to speak, to be able to perform some calculations within Vitally itself, according to information, according to events that are sent by systems. This already exists, but I think there are some technical and plan limitations that I think Vitally could work on more. **Recommendations to others considering Vitally:** If you are a CSM or a Head of CS, you need Vitally. It's just amazing how it works every day. **What problems is Vitally solving and how is that benefiting you?** I use Vitally for customer relationship management, offering insights and customizations. It provides effective metrics and helps to work proactively, improving retention control and understanding of the customer base. ### 4. Vitally and CSMs: A Near Perfect Pairing **Rating:** 4.5/5.0 stars **Reviewed by:** Eric V. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** December 16, 2025 **What do you like best 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 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. **What do you dislike about Vitally?** They consistently are improving the platform, so very few issues stay long enough to be dislikes. **What problems is Vitally solving and how is that benefiting you?** As mentioned above, the TASKS report really drives my daily actions as a CSM working w/ over 70 facilities. The one stop nature of Vitally is also great with its centralizing of notes, partner details and health scores. ### 5. Vitally: Centralized Platform with AI Insights and Easy Integration **Rating:** 5.0/5.0 stars **Reviewed by:** Mona N. | Senior Cloud Customer Success Manager, Information Technology and Services, Mid-Market (51-1000 emp.) **Reviewed Date:** May 13, 2026 **What do you like best about Vitally?** 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. **What do you dislike about Vitally?** 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. **What problems is Vitally solving and how is that benefiting you?** I use Vitally to keep everything customer-related in one place, saving time and manual work. I leverage its integrated AI assistant to make sure no critical insights fall through the cracks when it comes to my customers. However, it's challenging to track customer growth in terms of money due to inadequate historic monthly recurring revenue data pulling. ### 6. Easy-to-Use UI, Great Performance, and 10/10 Support from Vitally **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer & Network Security | Mid-Market (51-1000 emp.) **Reviewed Date:** July 20, 2026 **What do you like best about Vitally?** 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. **What do you dislike about Vitally?** 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. **What problems is Vitally solving and how is that benefiting you?** Having alot of legacy fragmented data, onboarding has really been able to help organize and show where we should apply our attention. ### 7. Centralizes CS Data Seamlessly, with a Great Meeting Recorder Add-On **Rating:** 5.0/5.0 stars **Reviewed by:** Griffin M. | Head of Machinery, Small-Business (50 or fewer emp.) **Reviewed Date:** June 23, 2026 **What do you like best about Vitally?** 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. **What do you dislike about Vitally?** 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. **What problems is Vitally solving and how is that benefiting you?** The AI features allow us to view account health much more effectively, making it easier to understand what’s going on at a glance. ### 8. AI Copilot in Vitally Streamlined Our Workflow **Rating:** 4.5/5.0 stars **Reviewed by:** Izabella A. | Customer Success Retention Executive Level 2, Mid-Market (51-1000 emp.) **Reviewed Date:** April 28, 2026 **What do you like best about Vitally?** I really like the possibilities to create any dashboards according to my needs, and especially the AI Copilot has been saving Customer Success so much time. The main highlight for me would be the AI Copilot as it is my main favorite feature. It helps with my work by managing tasks after calls, logging notes, post checks, follow-up emails, and reminders, ultimately saving me a significant amount of time. **What do you dislike about Vitally?** I think the bulk options should update subscriptions because right now, if we have 30 subscriptions, we need to update them one by one. So it would be great to have this possibility to do this in bulk. I also think that some of the emails visibility in Vitally, isn't working very well. The email threads can be really hard to follow, making it difficult to understand where a conversation starts and ends. **What problems is Vitally solving and how is that benefiting you?** Vitally helps me manage tasks after calls, log notes, pulse check posts, and follow-up on emails, renewal confirmations, and churn requests efficiently. The AI Copilot saves me a lot of time, enhancing task management and productivity. ### 9. Transforms Customer Tracking with Ease **Rating:** 5.0/5.0 stars **Reviewed by:** Farah G. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 27, 2026 **What do you like best about Vitally?** 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. **What do you dislike about Vitally?** 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. **What problems is Vitally solving and how is that benefiting you?** I can track customer actions with Vitally, knowing their journey and failed actions to address. It helps identify risks, aids in follow-ups, and gives improvement ideas. ### 10. Boosts Customer Success with Robust AI and Integration **Rating:** 5.0/5.0 stars **Reviewed by:** Beatriz G. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** April 17, 2026 **What do you like best about Vitally?** 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. **What do you dislike about Vitally?** 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. **What problems is Vitally solving and how is that benefiting you?** I use Vitally for monitoring account health and relationships, managing risks, providing comprehensive updates with less admin work, and sharing insights across my company. It helps prevent churn and grow accounts. ## 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/vitally-review-12770363?section=pricing&secure%5Bexpires_at%5D=2026-07-20+21%3A54%3A20+-0500&secure%5Bsession_id%5D=bada0cc5-2559-4cc8-9c44-252e881dd22a&secure%5Btoken%5D=3f668f27fe5a73384c4b58a807d9866d76b2dd7f3ddaa51c8eafa9d3fd80d7a0&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)