--- title: Vitally Reviews meta\_title: 'Vitally Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 705 reviews by the users' company size, role or industry to find out how Vitally works for a business like yours. aggregate\_rating: rating\_value: 4.5 review\_count: 705 scale: '5' date\_modified: '2026-08-11' parent\_category: name: Customer Service url: https://www.g2.com/categories/customer-service --- ### Vitally Pros and Cons: Top 5 Advantages and Disadvantages #### Quick AI Summary Based on G2 Reviews Generated from real user reviews Users love the **ease of use** of Vitally, thanks to its intuitive design and seamless integration with tools. [(46 mentions)](https://www.g2.com/products/vitally/reviews?filters%5Bsentiment_snippet%5D=1674930&qs=pros-and-cons#reviews) Users appreciate the **seamless integrations** offered by Vitally, enhancing workflows and automating processes across platforms. [(28 mentions)](https://www.g2.com/products/vitally/reviews?filters%5Bsentiment_snippet%5D=1675601&qs=pros-and-cons#reviews) Users find Vitally's **intuitive interface** to be user-friendly, enhancing their experience for both admins and end users. [(23 mentions)](https://www.g2.com/products/vitally/reviews?filters%5Bsentiment_snippet%5D=1673804&qs=pros-and-cons#reviews) Users value the **customization options** in Vitally, enhancing their workflow and tailoring the tool to their needs. [(22 mentions)](https://www.g2.com/products/vitally/reviews?filters%5Bsentiment_snippet%5D=1674734&qs=pros-and-cons#reviews) Users highlight the **automation capabilities** of Vitally, enhancing efficiency and ensuring no task is overlooked. [(21 mentions)](https://www.g2.com/products/vitally/reviews?filters%5Bsentiment_snippet%5D=1673521&qs=pros-and-cons#reviews) Users find Vitally's **complexity overwhelming** , requiring significant effort and technical know-how for effective use and integration. [(16 mentions)](https://www.g2.com/products/vitally/reviews?filters%5Bsentiment_snippet%5D=1673888&qs=pros-and-cons#reviews) Users find **integration issues** with Vitally challenging, especially when dealing with non-direct connections to other tools. [(11 mentions)](https://www.g2.com/products/vitally/reviews?filters%5Bsentiment_snippet%5D=1673543&qs=pros-and-cons#reviews) Users note the **steep learning curve** for Vitally, requiring time and investment to fully grasp its customizable features. [(10 mentions)](https://www.g2.com/products/vitally/reviews?filters%5Bsentiment_snippet%5D=1674632&qs=pros-and-cons#reviews) Users find Vitally to be **not intuitive** , requiring significant time and effort to fully understand and utilize effectively. [(9 mentions)](https://www.g2.com/products/vitally/reviews?filters%5Bsentiment_snippet%5D=1675447&qs=pros-and-cons#reviews) Users find the **steep learning curve** of Vitally overwhelming, particularly for non-technical team members during setup. [(9 mentions)](https://www.g2.com/products/vitally/reviews?filters%5Bsentiment_snippet%5D=1673957&qs=pros-and-cons#reviews) ### 5 Pros or Advantages of Vitally ##### 1. Ease of Use Users love the **ease of use** of Vitally, thanks to its intuitive design and seamless integration with tools. [ See 46 mentions ](https://www.g2.com/products/vitally/reviews?filters%5Bsentiment_snippet%5D=1674930&qs=pros-and-cons#reviews) See Related User Reviews ![Kirsten B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Kirsten B.") KB Kirsten B. Mid-Market (51-1000 emp.) 5.0/5 "A Truly Excellent Tool" What do you like about Vitally? Vitally has a clean and modern UI that is intuitive for admin and end users alike. It is 100% customizable, which is exactly what we want in a CS tool ![Eric V.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Eric V.") EV Eric V. Mid-Market (51-1000 emp.) 4.5/5 "Vitally and CSMs: A Near Perfect Pairing" What do you like about Vitally? As a CSM having the TASKS dashboard allows me to have a landing spot every morning to shape the day VS diving into emails w/ no direction. Other dashb ##### 2. Integrations Users appreciate the **seamless integrations** offered by Vitally, enhancing workflows and automating processes across platforms. [ See 28 mentions ](https://www.g2.com/products/vitally/reviews?filters%5Bsentiment_snippet%5D=1675601&qs=pros-and-cons#reviews) See Related User Reviews ![Kirsten B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Kirsten B.") KB Kirsten B. Mid-Market (51-1000 emp.) 5.0/5 "A Truly Excellent Tool" What do you like about Vitally? Vitally has a clean and modern UI that is intuitive for admin and end users alike. It is 100% customizable, which is exactly what we want in a CS tool ![Alex W.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Alex W.") AW Alex W. 4.5/5 "Customizable Workflows, Effortless Integration" What do you like about Vitally? I like the Playbooks in Vitally. They let us set up custom workflows that help tailor our approach based on client activity. This feature is really va ##### 3. Intuitive Users find Vitally's **intuitive interface** to be user-friendly, enhancing their experience for both admins and end users. [ See 23 mentions ](https://www.g2.com/products/vitally/reviews?filters%5Bsentiment_snippet%5D=1673804&qs=pros-and-cons#reviews) See Related User Reviews ![Kirsten B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Kirsten B.") KB Kirsten B. Mid-Market (51-1000 emp.) 5.0/5 "A Truly Excellent Tool" What do you like about Vitally? Vitally has a clean and modern UI that is intuitive for admin and end users alike. It is 100% customizable, which is exactly what we want in a CS tool ![Josh C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Josh C.") JC Josh C. 4.5/5 "Comprehensive Customer Insights with an (already) impressive AI capability" What do you like about Vitally? I like that Vitally is extremely flexible in its configuration, always providing a way to get the data in and deliver insights about our customers. Th ##### 4. Customization Users value the **customization options** in Vitally, enhancing their workflow and tailoring the tool to their needs. [ See 22 mentions ](https://www.g2.com/products/vitally/reviews?filters%5Bsentiment_snippet%5D=1674734&qs=pros-and-cons#reviews) See Related User Reviews ![Kirsten B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Kirsten B.") KB Kirsten B. Mid-Market (51-1000 emp.) 5.0/5 "A Truly Excellent Tool" What do you like about Vitally? Vitally has a clean and modern UI that is intuitive for admin and end users alike. It is 100% customizable, which is exactly what we want in a CS tool ![Mark J. B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Mark J. B.") MB Mark J. B. Small-Business (50 or fewer emp.) 5.0/5 "Incredibly Customizable—Flexible Control When You Need It" What do you like about Vitally? I love the ability to customize just about anything. ##### 5. Automation Users highlight the **automation capabilities** of Vitally, enhancing efficiency and ensuring no task is overlooked. [ See 21 mentions ](https://www.g2.com/products/vitally/reviews?filters%5Bsentiment_snippet%5D=1673521&qs=pros-and-cons#reviews) See Related User Reviews ![Alex W.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Alex W.") AW Alex W. 4.5/5 "Customizable Workflows, Effortless Integration" What do you like about Vitally? I like the Playbooks in Vitally. They let us set up custom workflows that help tailor our approach based on client activity. This feature is really va ![Lana K.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Lana K.") LK Lana K. Mid-Market (51-1000 emp.) 4.0/5 "Highly Customizable and Team-Friendly" What do you like about Vitally? Vitally is highly customizable, which makes it an essential part of how we manage Customer Success at Streamline. I use it daily to build and maintain ### 5 Cons or Disadvantages of Vitally ##### 1. Complexity Users find Vitally's **complexity overwhelming** , requiring significant effort and technical know-how for effective use and integration. [ See 16 mentions ](https://www.g2.com/products/vitally/reviews?filters%5Bsentiment_snippet%5D=1673888&qs=pros-and-cons#reviews) See Related User Reviews ![Laura Valentina M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Laura Valentina M.") LM Laura Valentina M. Mid-Market (51-1000 emp.) 4.5/5 "Incredible Insights with Helpful History Tracking" What do you dislike about Vitally? The interface can feel a bit overwhelming at first because there’s so much information on screen. I also wouldn’t say it’s especially intuitive to nav ![Elden D.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Elden D.") ED Elden D. Small-Business (50 or fewer emp.) 3.5/5 "Promising Dashboard with Room for Improvement" What do you dislike about Vitally? A lot of secondary features are half baked. The cost for some of their enhancements is far above the industry standards, and because there are so many ##### 2. Integration Issues Users find **integration issues** with Vitally challenging, especially when dealing with non-direct connections to other tools. [ See 11 mentions ](https://www.g2.com/products/vitally/reviews?filters%5Bsentiment_snippet%5D=1673543&qs=pros-and-cons#reviews) See Related User Reviews ![Eric V.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Eric V.") EV Eric V. Mid-Market (51-1000 emp.) 4.5/5 "Vitally and CSMs: A Near Perfect Pairing" What do you dislike about Vitally? They consistently are improving the platform, so very few issues stay long enough to be dislikes. ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Mid-Market (51-1000 emp.) 5.0/5 "Centralized Client Info Hub That Streamlines Our Workflow" What do you dislike about Vitally? I'm not quite sure how best to integrate it into the other tools we use like Slack and Outlook ##### 3. Learning Curve Users note the **steep learning curve** for Vitally, requiring time and investment to fully grasp its customizable features. [ See 10 mentions ](https://www.g2.com/products/vitally/reviews?filters%5Bsentiment_snippet%5D=1674632&qs=pros-and-cons#reviews) See Related User Reviews ![Amy E.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Amy E.") AE Amy E. Small-Business (50 or fewer emp.) 5.0/5 "Intuitive and Customizable, worth the investment in training" What do you dislike about Vitally? Can be overwhelming for first time users, takes a bit of getting used to ![Rashmi M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Rashmi M.") RM Rashmi M. Mid-Market (51-1000 emp.) 5.0/5 "Found Vitally to be a very user friendly experience!" What do you dislike about Vitally? It was a little difficult to understand at first. But regular use made it very easy to understand where i can get specific info. ##### 4. Not Intuitive Users find Vitally to be **not intuitive** , requiring significant time and effort to fully understand and utilize effectively. [ See 9 mentions ](https://www.g2.com/products/vitally/reviews?filters%5Bsentiment_snippet%5D=1675447&qs=pros-and-cons#reviews) See Related User Reviews ![Laura Valentina M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Laura Valentina M.") LM Laura Valentina M. Mid-Market (51-1000 emp.) 4.5/5 "Incredible Insights with Helpful History Tracking" What do you dislike about Vitally? The interface can feel a bit overwhelming at first because there’s so much information on screen. I also wouldn’t say it’s especially intuitive to nav ![Elden D.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Elden D.") ED Elden D. Small-Business (50 or fewer emp.) 3.5/5 "Promising Dashboard with Room for Improvement" What do you dislike about Vitally? A lot of secondary features are half baked. The cost for some of their enhancements is far above the industry standards, and because there are so many ##### 5. Steep Learning Curve Users find the **steep learning curve** of Vitally overwhelming, particularly for non-technical team members during setup. [ See 9 mentions ](https://www.g2.com/products/vitally/reviews?filters%5Bsentiment_snippet%5D=1673957&qs=pros-and-cons#reviews) See Related User Reviews ![Josh C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Josh C.") JC Josh C. 4.5/5 "Comprehensive Customer Insights with an (already) impressive AI capability" What do you dislike about Vitally? For non-technical users, it can be a bit overwhelming. Getting the initial setup deployed is a lot of work and requires access to many systems with a ![Amy E.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Amy E.") AE Amy E. Small-Business (50 or fewer emp.) 5.0/5 "Intuitive and Customizable, worth the investment in training" What do you dislike about Vitally? Can be overwhelming for first time users, takes a bit of getting used to ![Beatriz G.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Beatriz G.") BG Beatriz G. Customer Success Manager Mid-Market (51-1000 emp.) 4/17/2026 "Boosts Customer Success with Robust AI and Integration" 5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Heather H.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Heather H.") HH Heather H. Executive Assistant and Office Manager Marketing and Advertising Mid-Market (51-1000 emp.) 4/8/2026 "Boosts Customer Insights, Needs Improved UX" 5/5 What do you like best about Vitally? 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. What do you dislike about Vitally? 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. What problems is Vitally solving and how is that benefiting you? I use Vitally to get insights about customer health scores and specific user segments. It integrates information from different tools like HubSpot into one place, helping us track strategic plans and ensure customer accounts are well managed. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Rishanth V.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Rishanth V.") RV Rishanth V. Sales And Marketing Intern Mid-Market (51-1000 emp.) 7/28/2026 "User-Friendly for Customer Success, Needs Better Feature Support" 3.5/5 What do you like best about Vitally? I use Vitally for customer success, and I find it easy to learn and use. Review collected by and hosted on G2.com. What do you dislike about Vitally? 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. What problems is Vitally solving and how is that benefiting you? I use Vitally for customer success by having a database for clients and recording activities. It's easy to learn and use. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic HJ Hannah J. Mid-Market (51-1000 emp.) 3/30/2026 "Versatile Customer Management with Easy Customization" 5/5 What do you like best about Vitally? 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. What do you dislike about Vitally? 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. What problems is Vitally solving and how is that benefiting you? Vitally keeps all my customer data in one place, avoids app switching, and helps me stay on top of tasks. I also love creating custom views to track meaningful data specifically. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Andrea A.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Andrea A.") AA Andrea A. Senior Marketing Manager Small-Business (50 or fewer emp.) 1/9/2026 "Vitally Has Become the Central Nervous System of Our Partner Success Team" 5/5 What do you like best about Vitally? In just one year, Vitally has fundamentally transformed our Partner Success organization, moving us from disparate, manual processes to a unified, data-driven platform. It has truly become the central nervous system for all our customer-facing activities. The new AI-powered features are phenomenal. The Meeting Recorder automatically joins, transcribes, and summarizes our Zoom calls, and the AI Copilot helps us instantly uncover risks and key insights from across the entire customer account. The AI meeting summaries alone have been a massive time-saver and have significantly improved our post-meeting follow-up. Standardizing our most critical workflows, like Risk Management and Terminations, within Vitally has brought much-needed consistency and efficiency to the team. Review collected by and hosted on G2.com. What do you dislike about Vitally? There is very little to dislike. The platform has been foundational to our success, and the main "dislike" is really just a desire for more. As we've matured our processes, we're hungry to integrate even more granular data from our other platforms to make our health scores and alerts even more powerful. We're excited to work with the Vitally team to continue building on the strong data foundation we've established. Review collected by and hosted on G2.com. What problems is Vitally solving and how is that benefiting you? Vitally has solved our biggest challenge: operating in silos with scattered data. Before Vitally, we were reactive. Now, we have a centralized hub that allows us to be truly proactive. The platform has directly benefited us by: Increasing Efficiency: The standardized workflows and AI meeting notes have dramatically reduced administrative overhead, freeing up our Partner Success Managers (PSMs) to focus on strategic, high-value activities. Driving Revenue Opportunities: By centralizing contact information and engagement history, Vitally has helped us identify new contacts within institutions, directly leading to expansion conversations and new revenue. Providing a Single Source of Truth: We now have a clear, consistent, and data-informed view of every single partner, which has improved everything from daily account management to strategic forecasting. Our team feels more confident and data-informed heading into every meeting. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Information Technology and Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Information Technology and Services") UI Verified User in Information Technology and Services Mid-Market (51-1000 emp.) 11/16/2021 "Centralized Dashboard with Intuitive Customization" 5/5 What do you like best about Vitally? I find Vitally very easy to use and customize, allowing our team to tweak it many times and it always feels new and improved without the heavy lifting of a whole implementation to a new platform. I appreciate that it centralizes all key info, acting as a hub that connects to numerous integrations we have. The support team is quite helpful in the rare times I've had to contact them. Learning Vitally during my onboarding process was incredibly simple and intuitive, which helped immensely. Review collected by and hosted on G2.com. What do you dislike about Vitally? Nothing comes to mind Review collected by and hosted on G2.com. What problems is Vitally solving and how is that benefiting you? Vitally centralizes all our key info, acting as a hub thanks to its integrations. It's easy to use and customize, feels new and improved without heavy lifting, and the support team is helpful. Review collected by and hosted on G2.com. Show More 5/18/2026 Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Aaron J.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Aaron J.") AJ Aaron J. MM/ENT Customer Success Manager Enterprise (\> 1000 emp.) 4/27/2026 "Vitally: Centralized Customer Insights, Needs AI Improvements" 5/5 What do you like best about Vitally? I love the AI Copilot feature that allows summaries and notes to be generated on demand, helping to get pulse checks on accounts without needing to do deep dives. It allows health checks to be monitored by managers and enables context-driven outreach generation for accounts. This gives back more time in my day to focus on other CSM proactive actions in my book of business. Review collected by and hosted on G2.com. What do you dislike about Vitally? AI responses can sometimes bring in context that is not up to date or covers items that are present in communication but not relevant to customer stakeholders. Review collected by and hosted on G2.com. What problems is Vitally solving and how is that benefiting you? I use Vitally to keep detailed notes on customer accounts and project planning, providing a source of truth for account health. The AI Copilot helps with on-demand summaries and pulse checks, saving time for proactive CSM actions. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Verified User in Mental Health Care](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Mental Health Care") AM Verified User in Mental Health Care Mid-Market (51-1000 emp.) 6/23/2026 "Easy to Use, Top-Notch Education Resources, and Incredible Vitally Support" 5/5 What do you like best about Vitally? Vitally is easy to use and offers high-quality product education resources. I also really appreciate the direct support we've received from the Vitally team - both our salesperson and our CSM are incredible! Review collected by and hosted on G2.com. What do you dislike about Vitally? I haven't found anything to dislike about Vitally thus far! Review collected by and hosted on G2.com. What problems is Vitally solving and how is that benefiting you? Vitally is helping our Customer Success team by providing a central hub to work from, which adds efficiency to our processes and makes juggling many client relationships as easy as possible. It’s also enabling us to build an early warning system, so we can identify potential risk early and address it before it leads to churn. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Lana K.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Lana K.") LK Lana K. Head of Customer Success Mid-Market (51-1000 emp.) 10/31/2025 "Highly Customizable and Team-Friendly" 4/5 What do you like best about Vitally? Vitally is highly customizable, which makes it an essential part of how we manage Customer Success at Streamline. I use it daily to build and maintain playbooks, automate QBR workflows, and create dashboards that track renewal timelines, CSAT results, and product adoption across our accounts. It has helped align our CS processes with other departments like Product and Marketing by giving us visibility into account health and activities in one place. We’ve also been able to tailor it to our own team structure, making it flexible enough for both technical and operational work. Review collected by and hosted on G2.com. What do you dislike about Vitally? Support response times could be faster. It sometimes takes longer than expected to get answers or a resolution on issues we escalate. It would also be helpful to have clearer timelines or status updates on submitted requests. Review collected by and hosted on G2.com. What problems is Vitally solving and how is that benefiting you? At Streamline, we use Vitally to centralize all of our account activity and communication. Before, our team was working across spreadsheets, Slack threads, and separate notes. Now, we have a shared workspace where we can leave notes, log meetings, track customer feedback, and view health scores and QBR history all in one place. This has improved collaboration across the CS team and made it easier to stay proactive with renewals and engagement. Review collected by and hosted on G2.com. Show More 12/22/2025 Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Computer Software](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Computer Software") UC Verified User in Computer Software Mid-Market (51-1000 emp.) 8/15/2024 "Simplifies Customer Management with Intuitive Features" 4.5/5 What do you like best about Vitally? I love Vitally's simple interface because it makes using the application easy. I really like the templates since they make repetitive work a lot less straining on my day-to-day tasks. The Playbooks are really easy to use and they help create consistency in managing regular tasks for customers. I also appreciate that Vitally is constantly trying to release new features to better help their customers. Review collected by and hosted on G2.com. What do you dislike about Vitally? I think the way that you access templates could be a little bit more intuitive. Some of the setup of certain things could be easier. I think the process of adding a user to an account isn't very intuitive. And maybe some of the key, actionable things like sending communications, checking meetings with individual customers could be a little bit more simplified. Review collected by and hosted on G2.com. What problems is Vitally solving and how is that benefiting you? I use Vitally to track customer health, understand their needs, and manage them at scale. It aggregates data for better insights and handles multiple touch points in one place. Review collected by and hosted on G2.com. 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