--- title: Vitally Reviews meta_title: 'Vitally Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 705 reviews by the users' company size, role or industry to find out how Vitally works for a business like yours. aggregate_rating: rating_value: 4.5 review_count: 705 scale: '5' date_modified: '2026-08-09' parent_category: name: Customer Service url: https://www.g2.com/categories/customer-service --- # Vitally Reviews **Vendor:** Vitally **Category:** [Customer Success Software](https://www.g2.com/categories/customer-success) **Average Rating:** 4.5/5.0 **Total Reviews:** 705 ## 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. Valuable insights and easy to set up **Rating:** 4.5/5.0 stars **Reviewed by:** Dylan S. | Product Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** August 14, 2024 **What do you like best about Vitally?** Vitally helps you aggregate all your customer success metrics in one place. It is super easy to set up and maintain. Customer support has been responsive and helpful. **What do you dislike about Vitally?** It would be nice to be able to create custom formula traits. **What problems is Vitally solving and how is that benefiting you?** It is helping us provide customer level visibility into the customer journey and customer health ### 2. Very easy and practical **Rating:** 5.0/5.0 stars **Reviewed by:** Beatriz Z. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 14, 2024 **What do you like best about Vitally?** With Vitally, I can do everything I need in my routine as a CSM in a very simplified way -> send emails and messages to my clients -> organize my schedule and create templates for activities, messages, and notes -> check the health of the clients in my portfolio **What do you dislike about Vitally?** From the time I've been using it, I don't see any negative points :) **What problems is Vitally solving and how is that benefiting you?** I love how I can centralize all the details of actions, contacts, and specifications for each client. I loved having the ability to send emails in a super simplified way to multiple people from the same company in my portfolio :) ### 3. A great tool to keep track on customer relationship if correctly setup **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** May 23, 2024 **What do you like best about Vitally?** It offers a lot of useful data both for dig deeper into each customers behavioral data, and also for comparison across different filtering criteria. The settings are quite flexible, so that we can customize it into our own needs. The support team is also helpful when I had performance issues with the tool. **What do you dislike about Vitally?** The integrations seem to be tricky. We are still having incorrect data that are either outdated or just misaligned with the source, thus we couldn't trust everything there and couldn't use it for the full potential yet. **What problems is Vitally solving and how is that benefiting you?** - To check customer health through behavioral data, and get an overview of the customer base with different filters. - Use the data as a reference for team collaboration. - To check the details of specific customers, and find the right contact person. ### 4. I LOVE this tool!! **Rating:** 5.0/5.0 stars **Reviewed by:** Nicki M. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** May 02, 2024 **What do you like best about Vitally?** The tool is extremely user-friendly and intutive. It's helped to keep all of my notes and tasks organized for the 5-+ accounts I manage. There are capabilities to sync Vitally with other systems (Salesforce, JIRA, Intercom, etc) Now I finally have one place to get a 360view of my customer, rather than having a million tabs open and scrambling to find jumbled information. **What do you dislike about Vitally?** No cons that I can think of. I am a relatively new user of the tool. **What problems is Vitally solving and how is that benefiting you?** Vitally allows me to have all of a customers information in one place. It keeps me super organized and I love the Notes and Task features!! ### 5. Great system and so easy to administrate! **Rating:** 5.0/5.0 stars **Reviewed by:** Keri H. | Enterprise (> 1000 emp.) **Reviewed Date:** May 10, 2024 **What do you like best about Vitally?** As someone without a technical background, I really apprecaite the ease of administration. It took me about two weeks to learn the system and I feel super confident in my ability to make changes without reliance on an admin role or Vitally. I apprecaite the intuitive UI/UX with a modern feel. **What do you dislike about Vitally?** For our industry, I wish there was more joined functionality across Orgs and Accounts to reduce the need to duplicate efforts. I'd like to see more robust reporting / and dashboarding capabilities, especially as it relates to CSM performance **What problems is Vitally solving and how is that benefiting you?** Dyanmic data views, built in project management, and collaboration around customers ### 6. A much-needed improvement for my team **Rating:** 5.0/5.0 stars **Reviewed by:** Kris C. | Customer Success Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** January 30, 2024 **What do you like best about Vitally?** I love being able to have quick access to all of the information I need for all of my organization's customers. While I am not in a directly customer-facing role, I often need quick access to information about all of our customers, and Vitally helps me get what I need in a fast and intuitive way. I especially love how almost seamlessly it has integrated into HubSpot so the information we gather through the sales process maintains consistency throughout their customer journey. I have not dealt with Customer Support myself, but I have heard nothing but great things from my teammember who has provided product feedback and has a relationship with a CSM at Vitally. **What do you dislike about Vitally?** Not much! Admittedly I don't love not being able to customize views even further (the pagination and limit of 25 rows per page kills me). Load times can be a tiny bit slow when navigating to a new table or view, but nothing that bothers me too deeply. **What problems is Vitally solving and how is that benefiting you?** There are lots of moving parts across both our Customer Success and Account Management teams, and a lot of information about our customers can easily be lost. I love that Vitally surfaces a lot of that data and information so that it is much more accessible for all team members, and ensures that we can meet our goals and best support the needs of our customers. It benefits me specifically as someone who is not in a customer-facing role and doesn't have the same level of knowledge and relationship with our customer base. I love that even though I don't know some of our customers personally I can quickly access information about them (notes, tasks, conversations, etc.) to get a better understanding. ### 7. Great tool for Customer Success **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** September 06, 2024 **What do you like best about Vitally?** A have a book of business of about 65 accounts. Vitally allows me to keep data, emails, and notes up to date. I also love the ability to customize dashboards as I am prioritizinf my work day. It also integrates very well with a lot of our other tools. **What do you dislike about Vitally?** I feel like we could do even more with it, but not exactly sure how all of the automation and such works. **What problems is Vitally solving and how is that benefiting you?** Having everything live in one place. Easy organization. ### 8. Ease of use and fast data **Rating:** 4.5/5.0 stars **Reviewed by:** Diego R. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** August 14, 2024 **What do you like best about Vitally?** I really enjoy how customizable all the reporting is, as a user I can go in and make edits myself. **What do you dislike about Vitally?** I don't enjoy the search feature, I feel that it is a bit complicated. **What problems is Vitally solving and how is that benefiting you?** Vitally is able to give me up to date data on my accounts so I can prioratize accordingly. ### 9. A Complete way of tracking Customers through their journey **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** September 05, 2024 **What do you like best about Vitally?** A very visual platform that is very interconnected, almost everywhere you can click through from very high level table to the individual accounts. Their support team is also incredibly responsive and very knowledgeable **What do you dislike about Vitally?** difficult to create and maintain dashboards, widgets are hard to move around and you cant set 6 months ago -> 5 months ago and have that roll on each month. Needs to be updated manually **What problems is Vitally solving and how is that benefiting you?** Helps us keep track of Customers and their preformance ### 10. Built for CSMs **Rating:** 5.0/5.0 stars **Reviewed by:** Nabilah B. | Product Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** August 12, 2024 **What do you like best about Vitally?** - Clean interface - Flexible to be easily configured to fit our needs **What do you dislike about Vitally?** - Some information requires multiple clicks to access, and some buttons are hard to find occasionally **What problems is Vitally solving and how is that benefiting you?** - Understanding the user traits and properties - Evaluating their behavior and usage, a one stop shop for all customer related matters ### 11. Vitally For CSMs **Rating:** 4.5/5.0 stars **Reviewed by:** Jenesse J. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** July 22, 2024 **What do you like best about Vitally?** As a CSM, I appreciate Vitally for its intuitive interface, robust customer health scoring, and detailed analytics. It helps me proactively manage customer relationships, identify at-risk accounts, and streamline my workflow with its integrations and automation capabilities. **What do you dislike about Vitally?** As a CSM, I find Vitally's reporting features somewhat limited and wish there were more customization options for dashboards. Additionally, the initial setup can be time-consuming, and occasional syncing issues with other tools, specifically SFDC, can be frustrating. **What problems is Vitally solving and how is that benefiting you?** I can store all my customer account detail in one consolodated place! Creating reports and dashboards for better visibility into customer health is great! ### 12. My evaluation of Vitally **Rating:** 5.0/5.0 stars **Reviewed by:** Gustavo P. | Implantador de Sistemas, Mid-Market (51-1000 emp.) **Reviewed Date:** September 05, 2024 **What do you like best about Vitally?** I really like Vitally, it helps a lot in checking the metrics of the clients we have registered within our company. **What do you dislike about Vitally?** I have not yet found any disadvantage in using Vitally. **What problems is Vitally solving and how is that benefiting you?** I can check the metrics that have not yet been filled in to finalize. ### 13. Managing Businesses **Rating:** 5.0/5.0 stars **Reviewed by:** Matt S. | Support Engineer, Mid-Market (51-1000 emp.) **Reviewed Date:** July 22, 2024 **What do you like best about Vitally?** How easy it is to navigate Vitally and the clean interface it provides. **What do you dislike about Vitally?** I find it hard to find the search bar sometimes, just needs to be a bit clearer. Needs more prominent placement. **What problems is Vitally solving and how is that benefiting you?** For me in general it keeps the focus on all of the businesses that use our product and I'm able to keep track of them well. ### 14. Vitally allows me to accomplish my role as a CSM with a user friendly UI and clean workflow **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** June 03, 2024 **What do you like best about Vitally?** Tracking Clients though different Hubs that are relevant to me (Custom friendly) Clear integrations with Salesforce metrics Note taking is perfect Risks and Outcomes are great for audit to identify next steps for clients Notifications and alerts to client needs ahead of time I use it every day **What do you dislike about Vitally?** It can be a little noisey at times (i.e. hard to navigate to certain areas) > But this is mostly a learning piece for me **What problems is Vitally solving and how is that benefiting you?** Tracking client journey in a 1 stop shop. Throw away your spreadsheet and lean into this product It helps me curate a success plan for each client and understand their needs. Plus its all trackable for leadership so I know as long as its in there it's documented ### 15. Great Tool for our Company **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in E-Learning | Mid-Market (51-1000 emp.) **Reviewed Date:** September 26, 2024 **What do you like best about Vitally?** Vitally condenses our different tooling to 1 area for our CSM teams to operate from, we use it daily. dashboards, custom views, playbooks, projects, docs, **What do you dislike about Vitally?** When you share a doc with customers the email they receive is from vitally rather than the CSM, this can be confusing for customers. **What problems is Vitally solving and how is that benefiting you?** creating a consolidated health score that incorporates product usage, CSM input, NPS, and deal factors ### 16. Solid product and easy to use, but doesn't have as many automated features as I would like **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Human Resources | Mid-Market (51-1000 emp.) **Reviewed Date:** September 05, 2024 **What do you like best about Vitally?** SF integration is great. I like the ability to create templates, new dashboards with flexibiity of views. **What do you dislike about Vitally?** I find the tasks feature to be unhelpful and difficult to use. Wish there were more automated reminders we could set for journey points for our clients. **What problems is Vitally solving and how is that benefiting you?** One stop shop for all of my notes, emails from clients, and next steps. Easy to get an overview of an account within Vitally, and keeps me organized and accountable. ### 17. We've been using Vitally for over 3 years, and it's an integral part of our CS workflow! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** November 16, 2021 **What do you like best about Vitally?** We love the dashboarding features - we're able to share these out with leadership, and we use this data for monthly/quarterly internal presentations. We also love the flexibility of the playbooks - we've been able to automate a lot of workflows that we were previously doing manually. **What do you dislike about Vitally?** There is a bit of a learning curve. Because it's so flexible and can do a lot, it does take time to learn how to use the tool. **What problems is Vitally solving and how is that benefiting you?** We are able to understand our customers much better and more quickly/efficiently. We are able to get quick snapshots of our company health. Customizable dashboards are very helpful. We are able to keep track of our conversations and touch points with customers. ### 18. Automation Genius **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** September 05, 2024 **What do you like best about Vitally?** Vitally is super helpful in automating outreach as a CSM. Gone are the days of individually sending out proactive outreach emails to clients. **What do you dislike about Vitally?** Certain features took longer to integrate, such as removing admins from Vitally after they had been removed from our OS. **What problems is Vitally solving and how is that benefiting you?** Automation, our CSM team was doing a lot of things pretty manual before this. This gives us more time to interact with clients at a more strategic level. ### 19. Get started fast **Rating:** 4.5/5.0 stars **Reviewed by:** Lizzy R. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 28, 2024 **What do you like best about Vitally?** I was able to implement Vitally fairly quickly compared to other CS Platforms I've used. Vitally is quick to respond to our product feedback. We feel like we are a valued customer and we have the support we need to be successful. One of my biggest things I was looking for in a CS platform was that it wasn't just valuable for leadership, but also truly helped the CSM's day to day. I am happy to say our CSMs love Vitally and have gotten efficiency gains from it. **What do you dislike about Vitally?** The reporting and dashboards can sometimes run into issues with what we're trying to accomplish, but the team is quick to hear our feedback **What problems is Vitally solving and how is that benefiting you?** Manage CSM porfolio, report on results, run playbooks & email automations, report on customer health ### 20. Comprehensive tool for Customer Success **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** May 03, 2024 **What do you like best about Vitally?** Vitally offers a comprehensive tool for portfolio work as a customer success manager. I have been working with it for two years on a daily basis and most needs are met. The tool is intuitive to use, enables lots of data points to be drawn into the product and can be customized on individual but also overall level. Furthermore, feedback is being taken serious and supports the development of the tool. **What do you dislike about Vitally?** The amount fo data points in Vitally can be overwhelming at times - it does need good control of what is outdated, which one can be used how etc. **What problems is Vitally solving and how is that benefiting you?** Vitally enables me to get a deep understanding of where the client is standing and what they need from me. The data is very granular, usually reliable and allows hereby scalable actions. ### 21. Gets you the info you need **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** August 15, 2024 **What do you like best about Vitally?** I like how much information I can pull into Vitally and see how my different customers are performing. I also like the customization of some of the events and traits that can be viewed. **What do you dislike about Vitally?** I think the filtering and saving/organizing of some of the tables can be very cumbersome. Also, some of the navigation of the My Data vs All Data can also be confusing. **What problems is Vitally solving and how is that benefiting you?** It allows me to quickly see how all of my customers are using our product. ### 22. It has been great being able to keep track of my book through Vitally! **Rating:** 5.0/5.0 stars **Reviewed by:** Micah W. | CSM, Small-Business (50 or fewer emp.) **Reviewed Date:** August 26, 2024 **What do you like best about Vitally?** The ability to know when I've last reached out to my customers **What do you dislike about Vitally?** The capabilities are not always very obvious. **What problems is Vitally solving and how is that benefiting you?** It is helping us with outreach to our customers and allows us to create automations/playbooks for different traits. ### 23. Vitally Feedback **Rating:** 3.0/5.0 stars **Reviewed by:** Kristen D. | Technical Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** August 13, 2024 **What do you like best about Vitally?** Customizable for your company and team needs, great support from their team in regards to answering questions and providing product feedback, integrates well with many apps **What do you dislike about Vitally?** UI is not always intuitive (simple example: double-click to make edits) **What problems is Vitally solving and how is that benefiting you?** Center point for customer knowledge ### 24. It change the way we follow CSM metrics and the speed of data **Rating:** 5.0/5.0 stars **Reviewed by:** Bruno C. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** May 13, 2024 **What do you like best about Vitally?** Easy to use a lot of different filters, integrations works perfectly **What do you dislike about Vitally?** I dont have any complains so far, i am using it a lot **What problems is Vitally solving and how is that benefiting you?** Client tracking, notes, appointments projects, always working well ### 25. Customer reporting, actions and relationship in one place. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** August 14, 2024 **What do you like best about Vitally?** The ability to add custom traits has revolutionised the way I see data that is important and so I can share it with my team. **What do you dislike about Vitally?** There's lots that you can do with Vitally - and some of them feel half baked at the moment (projects,docs) **What problems is Vitally solving and how is that benefiting you?** A simple way to put all information on customers in a single place - such as gong, timeline notes. And also reporting what is important to me ( exec sponsors, pulling info from salesforce/snowflake) ### 26. Customer Sucess Associate **Rating:** 4.0/5.0 stars **Reviewed by:** Paul D. | Customer Growth Associate, Mid-Market (51-1000 emp.) **Reviewed Date:** September 05, 2024 **What do you like best about Vitally?** The ability to track and implement health scores for existing client base. **What do you dislike about Vitally?** It can be confusing to work on a view with multiple people. **What problems is Vitally solving and how is that benefiting you?** Tracking key metrics and health scores. ### 27. Easy overview of our clients **Rating:** 4.0/5.0 stars **Reviewed by:** Nicky v. | Onboarding Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** June 04, 2024 **What do you like best about Vitally?** All the information I need in one go in Vitally. It's a comprehensive platform that doesn't feel clogged even though it shows all information we have. Easy way of logging calls and events **What do you dislike about Vitally?** Some integrations need to be re-installed often, or there will be a big error message which will overlap the link to go to them. **What problems is Vitally solving and how is that benefiting you?** Easy way for me and my colleagues to work together while having all information about clients in one platform. ### 28. Vitally...great for our growing business **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Education Management | Small-Business (50 or fewer emp.) **Reviewed Date:** March 29, 2024 **What do you like best about Vitally?** What I like best about Vitally so far is that we can see our clients progress, share project boards, and integrate our other company tools like Gmail, forms, and hubspot. Customer support has been excellent thus far. Our solutions architect is very familiar with our educational client type. So far it is pretty easy to use. **What do you dislike about Vitally?** So far, what I dislike about Vitally is that I am not proficient yet. It is a robust tool, but with the growth of our company, it has been hard for me to direct the time I need to get it fully up and running. **What problems is Vitally solving and how is that benefiting you?** Vitally is solving the following problems: - not having visibility into the health of our customers - not having a streamlined way of sharing progress in the client journey - visibility into internal team members assigned to clients - lack of templatized documents and processes ### 29. Easy t ouse **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Human Resources | Mid-Market (51-1000 emp.) **Reviewed Date:** September 05, 2024 **What do you like best about Vitally?** Organized and structured, which makes it easy to follow and navigate. I love how customizable the platform is—it's adaptable to different business needs and structures, allowing us to tailor it to exactly what we need. **What do you dislike about Vitally?** So far, I haven’t encountered any major issues with Vitally. Everything runs smoothly and integrates well with our processes. **What problems is Vitally solving and how is that benefiting you?** Managing my customer relationships, our conversations, and project management for onboarding new customers ### 30. Churned from ChurnZero - no regrets **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** April 21, 2024 **What do you like best about Vitally?** UI is easy to navigate and generally not clunky, like our previous solution was. Notetaking and task features are the next best improvements from our previous solution: note templates standardize client call notes and allow me to tag team members, and task features allow me to track what I have to do next. Really, this feels like a customer success, note-taking, and task management solution combined, plus collaboration features. **What do you dislike about Vitally?** Not much. Still in the first couple of months of implementing, I'm sure more specific needs will come up once there's been a chance to play with Vitally more. **What problems is Vitally solving and how is that benefiting you?** One central place to go to for everything. Bird's eye view of accounts filtered by ARR, and on the account level, all account history (tracked through notes feature) and all account next steps (tracked through tasks). ### 31. Great for managing client relationships and feedback **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** September 06, 2024 **What do you like best about Vitally?** Integrations with systems to monitor customer health. Organisation of call notes and actions. Logging product feedback. **What do you dislike about Vitally?** Projects. Used to manage implementation projects. A few minor changes would be really useful, and considerably reduce the amount of admin steps to keep projects up to date. **What problems is Vitally solving and how is that benefiting you?** Reduces the amount of manual steps to monitor customer health. Flags warnings. Logging call notes and setting actions quickly from the notes. ### 32. Positive experience using vitally from a CSM's POV **Rating:** 4.0/5.0 stars **Reviewed by:** Christian N. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** June 03, 2024 **What do you like best about Vitally?** I love how it's easily able to sync data from other sources such as SalesForce and Looker. The UI/UX is very clean and minimal, making it easy to find what you want. Easy to update fields. Very responsive. **What do you dislike about Vitally?** You have to build out a lot and customize it to your liking, the baseline product is pretty bare. **What problems is Vitally solving and how is that benefiting you?** Source of truth, keeping all my accounts in one single pane of glass that is easy to update. ### 33. Solid product, lots of different uses **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** June 03, 2024 **What do you like best about Vitally?** The different ways that everybody can use it to get to the same general outcome. Like I can build my own dashboards of things I care about when monitoring customer usage or how I want to build out tasks that need to happen, etc and anyone else can do the same thing and we arrive at basically the same outcome in the long run. **What do you dislike about Vitally?** Can be messy if you're not careful about what you want to pull in from outside sources or clean up the fields you care about ahead of time. That's with really anything though - putting good data in initially and being thoughtful about it makes it easier to use from the beginning. **What problems is Vitally solving and how is that benefiting you?** Organizing tasks along customer onboarding as well as keeping notes is the primary use. It's also used to keep the broader team in the know on custom churn and what customers might be trending in the right or wrong direction based on usage metrics/scores we've set up. ### 34. One of the best platforms **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** August 13, 2024 **What do you like best about Vitally?** Its quick and easy to use! Very intuitive and has a lot of flexability with what you want to do with it! Customer support is amazing. Thank you Celine for all the amazing work you do!! **What do you dislike about Vitally?** Does a good job for automating and sending emails out but the reports around it may not be as detailed as I may want it. **What problems is Vitally solving and how is that benefiting you?** We manage accounts via Vitally, have amazing indiciators, alerts, tasks, set up so we caan automate as much as possible before reaching out to a customer. Allows for easy updates to account data especially when there are many team members and accounts. We are using it for our Scaled motion which has worked great. ### 35. Helpful for CSMs **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Mid-Market (51-1000 emp.) **Reviewed Date:** September 18, 2024 **What do you like best about Vitally?** i like the quick search feature to find accounts, also the dashboards you can build are nice. **What do you dislike about Vitally?** sending emails through vitally can be cumbersome, and typically i just copy it over into outlook. if they made that feature a bit more user friendly that would be helpful **What problems is Vitally solving and how is that benefiting you?** organizing a book of 90+ accounts, keeping up to date with renewals. ### 36. Great CRM tool with lot's of different options and workflow possibilities **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** June 05, 2024 **What do you like best about Vitally?** I have worked 3+ years in Vitally and I feel it is a very easy to use tool. There are lots of options available and easy to keep track of information and action items. **What do you dislike about Vitally?** It has a couple of glitches, but we mostly resolve these when we contact Vitally's support team. **What problems is Vitally solving and how is that benefiting you?** Vitally supports us with managing and keeping track of ongoing customer implementations/onboardings. Each onboarding can be seen as a project, and Vitally really supports us with a clear workflow that we set up in the backend. This workflow deviates the work amongst the team and also provides us with clear insights on the status of each account/customer. ### 37. Interesting tool to keep all information about the projects in one place **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** July 23, 2024 **What do you like best about Vitally?** Vitally has become an valuable asset for our team,aiding in the organization of all project-related data such as client details, contracted services, email exchanges, and project milestones. The user-friendly interface makes it relatively easy to learn and navigate. **What do you dislike about Vitally?** Setting up the system is both time-consuming and quite difficult. The initial configuration process demands some effort. **What problems is Vitally solving and how is that benefiting you?** Vitally helps us organize all project steps and information, ensuring that client details, project milestones, and communications are easily accessible and well-structured. This improves our efficiency and project management. ### 38. Vitally **Rating:** 4.5/5.0 stars **Reviewed by:** Pedro C. | CX Tech Coordinator , Small-Business (50 or fewer emp.) **Reviewed Date:** September 04, 2024 **What do you like best about Vitally?** Improve the organization of our team, I believe it's worth it. **What do you dislike about Vitally?** Very expensive, but if they reconsider discounts for Latin countries, it would be great! **What problems is Vitally solving and how is that benefiting you?** Health Score ### 39. Vitally is the answer to disorganized, static success workflows **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** July 22, 2024 **What do you like best about Vitally?** The comprehensive search function, lightning fast integrations, visualization of data and automation. The UI is simple, easy and intuitive. Vitally (and their team) quickly became a part of our team's everyday operations thanks to the system's straightforward rollout process. **What do you dislike about Vitally?** There are some limitations to data and metrics that throw off our team's ability to report some higher level numbers. **What problems is Vitally solving and how is that benefiting you?** Vitally has made revenue reporting, task tracking, and customer health transparent and automated. Our team can see what needs our attention and prioritize accordingly. ### 40. Great product with amazing CSMs! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** May 17, 2024 **What do you like best about Vitally?** Our CSM at Vitally, Celine, has been amazing. She is always sharing new, relevant product updates with our team, and always willing to hop on a call to setup new playbooks and dashboards for our needs. It has been a great tool to implement automation in our processes, and to keep track of all our efforts. **What do you dislike about Vitally?** It would be great if they added templates for dashboards and playbooks so we didn't have to start them from scratch. **What problems is Vitally solving and how is that benefiting you?** They are solving a need for a customer management tool in the CS space. Without Vitally, I was using a lot of systems and doing a lot of manual work to keep track of my clients and projects. ### 41. Great app for managing CSM tasks **Rating:** 5.0/5.0 stars **Reviewed by:** Eduardo B. | CSM, Mid-Market (51-1000 emp.) **Reviewed Date:** May 24, 2024 **What do you like best about Vitally?** Clean interface, many features to collect data, and the simplicity to view information fast. **What do you dislike about Vitally?** It's not a problem of Vitally per se, but a general problem of cloud apps. It would be nice if there were someway to use locally on my machine **What problems is Vitally solving and how is that benefiting you?** Up until now, we did not had a tool to manage client ongoing in general, so it basically helps us to have more visibility on how good is our cliets healthsocre ### 42. Boost your CS Area **Rating:** 5.0/5.0 stars **Reviewed by:** Marjorie c. | Head of CSM, Mid-Market (51-1000 emp.) **Reviewed Date:** June 03, 2024 **What do you like best about Vitally?** How I can organize the data , create graphics easily and track my team performance. Support team is always helping. I can find easily use cases and best practices. The integration was easy and we did it in 1 hour. I use Vitally daily, is the main platform I use in CS **What do you dislike about Vitally?** I cant find the way to organize the meeting in a graphic **What problems is Vitally solving and how is that benefiting you?** Track healthscore and projects ### 43. Vitally has been my best friend as a CSM! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** August 13, 2024 **What do you like best about Vitally?** Love looking at my book of business holistically and love how easy it is to navigate as a CSM. The traits are super easy to add and the types of dashboards we can create using that data always feels actionable! **What do you dislike about Vitally?** I love the Vitally is very customizable but what I dislike the amount of time it takes to customize. At our company, multiple team are involved to build the customized dash etc. and it does take a lot of time and effort. **What problems is Vitally solving and how is that benefiting you?** It helps a lot of the Team Leads and CSM gathere knowledge about their accounts easily instead of hoping on and off from multiple softwares ### 44. Sr Director Customer Success **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer & Network Security | Small-Business (50 or fewer emp.) **Reviewed Date:** February 29, 2024 **What do you like best about Vitally?** Vitally integrates all the essential elements we require from a Customer Success Platform (CSP). It encompasses robust features such as Health & Risk scoring, integrations, task and project management, note-taking, reporting, team collaboration, automated workflows, and automation. The platform's user interface is well-designed, offering both good aesthetics and flexibility, making it easier for implementation. Furthermore, the exceptional support and guidance provided by Vitally contribute significantly to its overall appeal. **What do you dislike about Vitally?** Nothing. It is is a great platform for us. While there might be a few minor elements missing, Vitally consistently adds new features rapidly. **What problems is Vitally solving and how is that benefiting you?** Vitally has played a crucial role in centralizing our customer data, providing us with an effective means to manage it in a unified location. The platform seamlessly aggregates information from diverse sources, including Salesforce, product data, and support tickets. For Customer Success Managers (CSMs), Vitally proves invaluable in overseeing all customer-related tasks, encompassing activities such as managing tasks, notes, and meetings. Moreover, Vitally empowers us to enhance operational efficiency by crafting automated workflows that cater to the specific needs of different teams. This platform not only facilitates the creation of these workflows but also allows us to efficiently track their fulfillment. ### 45. User friendly and customisable tool **Rating:** 4.5/5.0 stars **Reviewed by:** Justyna S. | Senior Customer Experience Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** June 10, 2024 **What do you like best about Vitally?** It allows every user to easily create their own dashboards and reports **What do you dislike about Vitally?** At first, when using the tool as a team, the logic of how to create your custom widgets and dashboards based on the ones prepared by admins may be a bit tricky **What problems is Vitally solving and how is that benefiting you?** It allows me to easily track my entire portfolio, follow their milestones, recurring events, engagement, and overall trends. ### 46. Customization Galore for Customer Success! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** November 19, 2021 **What do you like best about Vitally?** Vitally is the only CS CRM I have ever used so I do not have much to compare it to other than Salesforce which is NOT a CS dedicated tool. That said, I am in Vitally every single day! I love that you can customize SO much! You can create your own account lists: pulling in and out data, reorganizing, and filtering. You can build playbooks to automate outreach to customers, flag for your review, etc. It is designed with a CS team in mind! The vitally support team is responsive and helps our team out whenever we have questions. **What do you dislike about Vitally?** With anything that is so customizable, it requires a great deal of set up and maintanence. We do not have a dedicated CS Ops role so much of our director's time is spent maintaining and auditng our playbooks, templates, etc. Vitally is building up more of a repository for CS teams to pull templates from and pull in inspiration which has helped. My biggest complaint is there is very litte history in Vitally. You can view trends for integrated data, but you do not have an audit trail of your custom traits to view what changed over time. You have to make the history yourself. This requires a great deal of notating. Another complaint is it is hard to collaborate with other internal teams. Vitally is not an easy platform to quickly view data from a sales, renewal manager, or C-suite stakeholder perspective. **What problems is Vitally solving and how is that benefiting you?** Vitally is our repository for client relationship history. This is the basis for onboarding, adoption, retention, and renewal projections. ### 47. Great tool to make CSMs life easier **Rating:** 4.5/5.0 stars **Reviewed by:** Luís P. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 23, 2024 **What do you like best about Vitally?** Very easy to create automations for tasks and to-dos for CSM. they can better manage their time and get great visbility of the current status of their accounts. we put some effort into integrating directly with our BigQuery and it made a big difference **What do you dislike about Vitally?** the dashboard feature is a bit limited and the fact that we were not able to properly integrate with our HubSpot is blocking us a bit **What problems is Vitally solving and how is that benefiting you?** 1. Creating an scaled and a managed onboarding flow 2. Getting CSMs to have visibility on their accounts that they did not have before that allow them to better manage their client relationships 3. Focus on NRR and creating a cross-selling experience ### 48. Simple but powerful CS Tool **Rating:** 4.5/5.0 stars **Reviewed by:** Maria del Mar M. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 28, 2024 **What do you like best about Vitally?** - All your information in the same place: integrate with all your sources of information, and keep everything in the same place - Customisability: adapt it to your use case - Ease of use: set up automated flows and dashboards on your own - Daily tool for the whole CS Team: standardise processes and keep everyone focused on what's important **What do you dislike about Vitally?** The system won't alert you of the consequences of your own choices. **What problems is Vitally solving and how is that benefiting you?** Vitally allows us to manage different customer segments in different ways to match their needs. Thanks to Vitally we are able to standardize CS approaches, understand how our customers are doing at scale, address risks and identify upsell opportunities. ### 49. Vitally **Rating:** 3.0/5.0 stars **Reviewed by:** Janelia B. | Customer Success Manager, Enterprise (> 1000 emp.) **Reviewed Date:** July 23, 2024 **What do you like best about Vitally?** It's pretty easy to use, I can easily navigate my day to day tasks **What do you dislike about Vitally?** Certain functionalities seem manual compared to other CS tools I've used in the past. **What problems is Vitally solving and how is that benefiting you?** - Helping me manage renewals - Manage at risks customers ### 50. Vitally is a very good tool and has really helped. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** May 21, 2024 **What do you like best about Vitally?** I use vitally on a daily basis and it is fantastic at monitoring and organsising. I find it very intuitive - The acounts page is laid at well, with a very useful task function and notes function. The visability you get throughout the team is brilliant, and has really helped when colleagues are on AL. I do not have much experience with support myself, but i believe my colleagues do and they have commented on how helpful they are. **What do you dislike about Vitally?** Some of the feature releases fall a bit short of their potential. I remember when 'Docs' launched - everything about this feature sounded great, especially when looking at it from an onboarding perspective. However, when the 'docs' are sent through the presentation wasn't clean enough, and looked a little bit like a phishing attempt. **What problems is Vitally solving and how is that benefiting you?** Outreach, organisation, visability - Vitally is helping with all of these. ## 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=5§ion=pricing&secure%5Bexpires_at%5D=2026-08-10+03%3A56%3A48+-0500&secure%5Bsession_id%5D=03b5b5c8-ad1c-4305-9c3c-4a1048311bed&secure%5Btoken%5D=6f8aa043821db8f412915da34354819ee7416b674e70a2b6494b1e02396cdde8&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) - 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[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) - [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 - NPS of Customers - Customer Engagement **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 - Kanban Board - Goal Setting/Tracking - Communication Management **Platform** - Reporting & Dashboards - Third-Party Integrations - Data Import & Export Tools - Workflow Capability - Notifications - Customization - Scalability - Data Security - Performance & Reliability - User, Role, and Access Management - Collaboration Tools - Real-Time Data - Activity Dashboard - Customer Experience Management - Churn Management - Survey/Poll Management - Communication Management - Task Management - Customer Management - Account Management - Renewal Management - Feedback Management - Knowledge Base Management - Revenue Management - Workflow Management - Contact Management - Email Management - Configurable Workflow **Mapping** - Multiple Org Charts - Stakeholder Roles **Customer Engagement** - Portal - Customer Engagement - Branding - Visibility - Collaboration - Customizable Branding **Additional Functionality** - Commenting/Notes - API - Third-Party Integrations - Task Management - Alerts/Notifications - Drag & Drop - Performance Metrics - Reporting & Statistics - Time Tracking - Data Security - Single Sign On - Activity Tracking - Customizable Fields - Content Management - Churn Management - Ad hoc Analysis - Client Management - Chat/Messaging - Forecasting - Mobile Access - Form Builder - Surveys & Feedback - Revenue Management - Onboarding - Workflow Management - AI Copilot - Calendar Management - Compliance Management - Client Database - Electronic Forms - Gantt/Timeline View - Client Tracking - To-Do List - Document Management - Generative AI - Self Service Tools - Customer Segmentation - Role-Based Permissions - Data Import/Export - Collaboration Tools - Electronic Signature - Task Progress Tracking - Audit Trail - Reminders - Online Payments - Activity Dashboard - Document Generation - Real-Time Data - CRM - Email Management - Multi-Language **Generative AI** - AI Text Generation - AI Text Summarization - Generative AI **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 - Social Media Integration - Multi-Language **Additional Functionality** - Onboarding - Chat/Messaging - Performance Metrics - Activity Tracking - CRM - API - Customer Database - Customizable Templates - Widgets - Win/Loss Analysis - AI Copilot - Event Triggered Actions - Surveys & Feedback - Engagement Tracking - Customer Segmentation - Customizable Reports - Drag & Drop - Customer History - Reporting & Statistics - Reporting/Analytics - Customizable Forms - Customizable Branding - Usage Tracking/Analytics - Multi-Channel Communication - Account Alerts ## Top Vitally Alternatives - [ChurnZero](https://www.g2.com/products/churnzero/reviews) - 4.7/5.0 (1,594 reviews) - [Totango](https://www.g2.com/products/totango/reviews) - 4.3/5.0 (1,140 reviews) - [Planhat](https://www.g2.com/products/planhat/reviews) - 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