--- 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: '2026-07-24' 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. Great software but takes some adjusting **Rating:** 4.0/5.0 stars **Reviewed by:** Alyssa R. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** September 10, 2024 **What do you like best about Vitally?** Vitally's UI is very familiar, it reminds me a bit of Notion. If you have used it before it will feel easier to create Hubs, Pages, and Tasks. I like having all my accounts and account info in one place as it reduces the amount of switching between Vitally and Salesforce. Vitally is also super collaborative which allows our team to become fully engrained and use it as a daily tool rather than just for account information. **What do you dislike about Vitally?** Vitally is still young and is building out its integrations. I'd love to see one with Zoom and more out of the box with Zapier and other task management softwares. **What problems is Vitally solving and how is that benefiting you?** Vitally houses all our CS information which is great because it currently lives in many places. Having one CRM designed for CS is definitely a game changer. ### 2. Enhanced team collaboration with Vitally **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** March 17, 2025 **What do you like best about Vitally?** Vitally provides a 360-degree view of customer health, making it easy to track key metrics and identify at-risk accounts. Additionally, the ability to automate repetitive tasks (like check-ins and follow-ups) saves time and ensures nothing falls through the cracks. **What do you dislike about Vitally?** Depending on your workflows, the volume of alerts and notifications can become overwhelming **What problems is Vitally solving and how is that benefiting you?** Identifying the most at risk accounts, along with keeping all of our customer information centralized in a single place for easy access and handoffs. ### 3. Vitally helps me stay organized and provide top notch value to my customers! **Rating:** 5.0/5.0 stars **Reviewed by:** Amanda G. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** August 13, 2024 **What do you like best about Vitally?** I love how easy it is to use and the different ways to retrieve information. As a Cusomer Success Manager, we all want to see different metrics and data points and doing that through Vitally is supe easy and helpful. I also love how easy it is to personalize for everyone on our team. Our CSM from Vitally is also amazing and eager to help. **What do you dislike about Vitally?** This may just be based on my specific company's preference but I would love for certain CRMs to integrate with Vitally. For example, the Chorus AI generated notes that are produced after touchbases --> go directly into a Vitally note. Again, this may be solely based on my company's preference and as a IC, don't have much control over. **What problems is Vitally solving and how is that benefiting you?** Track customer engagement, metrics, revenue, and churn possibility, as well as my own performance with my book of business. ### 4. An emerging tool that makes its way **Rating:** 4.0/5.0 stars **Reviewed by:** Enrique G. | Data job Strategist, Small-Business (50 or fewer emp.) **Reviewed Date:** July 23, 2024 **What do you like best about Vitally?** I really like the way in which you can do complete tracking of clients, since you have everything in a single app, contracts, amounts, conditions, client health based on different qualities such as communication, etc., etc. in addition to assignment of customization tasks and tools **What do you dislike about Vitally?** I think that the interface and the features are sometimes not very intuitive to use, sometimes things are as if they were hidden, I would also like everything to be a little more practical, like in other apps, which is only dragging certain sections, in addition to I would love for them to add a calendar where I can write things down for clients. **What problems is Vitally solving and how is that benefiting you?** I think that the way you can have the status of clients and track their status, health, relationship with the client, needs, etc. On the other hand, the possibility of creating dedicated spaces for each topic, such as references, clients in danger, tasks, weekly reviews, is very useful. Finally, being able to customize dashboards within the app helps us a lot to have everything in an organized way for our stake holders. ### 5. Vitally is a game changer for end to end CS Ops **Rating:** 5.0/5.0 stars **Reviewed by:** Shoham Z. | Senior CSM, Mid-Market (51-1000 emp.) **Reviewed Date:** December 26, 2024 **What do you like best about Vitally?** I love the way Vitally is built, with the straight forward hub hierarchy, and different views. The native integrations are superb. But my personal favourite is the playbooks. Being able to automate anything is a game changer. **What do you dislike about Vitally?** Ideally we would like to also document internal projects, and not only customer relations. Where Vitally allows you to do so, it is still not possible to templatize internal ( team) projects. Hoping this will be possible in the future. **What problems is Vitally solving and how is that benefiting you?** Vitally helps us with: - Centralizing our data from different sources - automate client interactions - Analyse product usage trends - Realtime measurements of different KPIs - Assess risk and opportunities. ### 6. All of our Customer Success Operations in one place **Rating:** 5.0/5.0 stars **Reviewed by:** Nicholas H. | Director of Partnerships - APAC/EMEA, Computer Software, Small-Business (50 or fewer emp.) **Reviewed Date:** January 21, 2025 **What do you like best about Vitally?** It's very flexible, I can't think of anything we haven't been able to work out how to configure **What do you dislike about Vitally?** No mobile app (that I'm aware of), not a big deal as I find laptop screen size to generally be necessary, but sometimes quick access is useful. **What problems is Vitally solving and how is that benefiting you?** All of our CS processes and note taking in one place ### 7. Great software, pretty easy to work out, great integrations. **Rating:** 4.5/5.0 stars **Reviewed by:** Henry C. | Head of CS, Small-Business (50 or fewer emp.) **Reviewed Date:** November 24, 2024 **What do you like best about Vitally?** Easy connection to Stripe, Hubspot, and Gmail which made it really easy to get our data in and get started in a very short amount of time. **What do you dislike about Vitally?** Sometimes certaon features or tools can be a bit hard to find. Once you work it out its easy to find again though. Would also be good to have more data from stripe pull in (subscription level data, not just user level). **What problems is Vitally solving and how is that benefiting you?** Coordinte CS efforts and ensure customers experience doesnt slip through the cracks ### 8. Vitally is Aamzing **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** April 10, 2025 **What do you like best about Vitally?** Vitally has been a game-changer for our Client Success team. The platform makes it easy to automate outreach, track client engagement, and manage escalations all in one place. Its ability to visualize client health and streamline workflows has significantly improved our efficiency and response times. The integration with our existing tools and the support from the Vitally team have also been top-notch. **What do you dislike about Vitally?** None at this time.It can be overwhelming at first, but once you learn the basics you are good to go! **What problems is Vitally solving and how is that benefiting you?** Providing a way to manage task. ### 9. Great tool when well optimized **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer & Network Security | Mid-Market (51-1000 emp.) **Reviewed Date:** September 16, 2024 **What do you like best about Vitally?** I love the ability to use token fields to speed up my workflows. It saves a ton of time, and because Vitally is well integrated, I can quickly pull anything from platform metrics to CRM integrated data into my notes. I do think much of how much users enjoy the platform does to how well set up by admins it is. Focus your setup on ensuring you aren't creating redundant fields and tasks and you can get a lot of good use from the platform. I use the platform daily with my job and it does work well overall. **What do you dislike about Vitally?** I wish Vitally saved in progress notes as drafts that could be referred back to and published at a later date. There has been many times where I forget to publish immediately and the note is completely gone. I have seen this with other CRM tools and feel like this would put it much closer to a tool like Gainsight. **What problems is Vitally solving and how is that benefiting you?** Record client notes, escalate issues ### 10. A really good CS platform **Rating:** 5.0/5.0 stars **Reviewed by:** Ana Lucia U. | Head of Customer Success, Mid-Market (51-1000 emp.) **Reviewed Date:** November 19, 2024 **What do you like best about Vitally?** I appreciate how seamlessly it integrates with various platforms and databases, making the implementation process straightforward and efficient. **What do you dislike about Vitally?** While there’s nothing I strongly dislike, there are occasional challenges with certain integrations, and the response time from customer support could be improved. **What problems is Vitally solving and how is that benefiting you?** Vitally provides us with comprehensive visibility into all our merchants, including their health scores, NPS, and detailed account information. Additionally, it enables us to implement a tech-touch process for effectively managing and supporting our smaller merchants, improving efficiency and scalability. ### 11. Balances ease-of-use and advanced capabilities PERFECTLY **Rating:** 5.0/5.0 stars **Reviewed by:** Mohak D. | Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** September 16, 2024 **What do you like best about Vitally?** Creating custom views. It's like bringing a CRM to an excel format, it's sick. Haven't touched automations yet, but as an account manager who is worried about product health score, I will be exploring these soon. I also heard from Ike Baldwin (Lead Account Manager @ Whop) that his AM was excellent, and customer support has been great. Vitally is accurate, fast, and smooth. Haven't dealt with a single bug or anything. I r **What do you dislike about Vitally?** Initial learning curve can be a tad complex, but it's rly easy once you're onboarded **What problems is Vitally solving and how is that benefiting you?** Helping track health of our accounts, and create flags when accounts are in danger of churning, have poor product health score, etc. ### 12. Tracking my portfolio in a time-saving eficcient way. **Rating:** 5.0/5.0 stars **Reviewed by:** Santiago A. | School Success Manager (Consultant), Mid-Market (51-1000 emp.) **Reviewed Date:** September 17, 2024 **What do you like best about Vitally?** I love they way data is synced with the platform. I can review my portfolio just with a few clicks so I can make the best decisions possible, you know, focus on what matters the most. It feels intuitive and easy to use, my leaders are informed without having to communicate directly with them. **What do you dislike about Vitally?** I don't know if its something we are not fully informed about, but sometimes I have to click on "discard changes" to see some columns my leaders added. I would like to have everything synced without me having to click somewhere. **What problems is Vitally solving and how is that benefiting you?** Getting al info from the systems and the portfolio in one place, organized and sorted. ### 13. Vitally has been an incredible valuable tool for our tech stack! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** September 11, 2024 **What do you like best about Vitally?** Our CSMs finally have a holistic view of their clients and a hub for day-to-day client management! It's used daily by the CSM team. We love how Vitally integrates with our tools and brings together a clear bird' s-eye view of an account. It's also been relatively smooth to set up for someone who has never launched a CS platform before. Their team has been very supportive in helping me get Vitally launched. **What do you dislike about Vitally?** We operate at an organizational level rather than a child account level. Because Vitally was built around the account level, there were certain workarounds we had to put in place to operate smoothly. **What problems is Vitally solving and how is that benefiting you?** Vitally brings together salesforce, zendesj and product data. It got our of spreadsheet for client management which has been huge. As a leader, I have way more visibility into the teams performance and capacity. The dashboards have helped me show the executive team how we are performing, ultimately showcasing the value of my CSM team. The tasks and notes have helped the team stay organized and on top of their daily responsibilities and priorities. ### 14. Bringing your CS work in the future **Rating:** 4.5/5.0 stars **Reviewed by:** Hugo S. | Customer Success Advocate, Mid-Market (51-1000 emp.) **Reviewed Date:** September 09, 2024 **What do you like best about Vitally?** I see Vitally as this modular place where all CS activities can be organised in the way you want: your segments, your health score and alarms. As a CS I appreciate this flexibility to come as close as we can to our own systems. Considering the complexity of all this personalization, it's great to see that the speed and reactivity of the software is not altered. All updates are done on the go and you can expect your reports to be updated constantly. Not true of all CS softwares. **What do you dislike about Vitally?** Vitally could do more efforts to be more adapted to a European use, with shortcuts and calendars that match our ways of working here. **What problems is Vitally solving and how is that benefiting you?** Vitally solves: - All requirements to follow a customer from the start of the relationship. - It is adaptable enough that our own workflows can be used there - It's my day to day reference when it comes for me to see where I'm at with all my customers. ### 15. Vitally has been a game-changer for managing implementations! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in E-Learning | Mid-Market (51-1000 emp.) **Reviewed Date:** September 05, 2024 **What do you like best about Vitally?** Vitally Docs with embedded Projects have revolutionized the way I'm able to run implementation projects. It's so helpful to be able to auto-populate Account data to save time, and by being able to incorporate multiple Pages within one Doc, I am able to include relevant information in a single place, both for me and for my customers. **What do you dislike about Vitally?** Since Vitally's power resides in it's integrations, there can be a bit of a lift when getting started. Not every field I need for my job is immediately available in Vitally, but oftentimes our CS Ops admins are able to help here. I'm still learning how to get the most out of public-facing docs and have found that recording a quick navigation overview helps my customers not get lost. **What problems is Vitally solving and how is that benefiting you?** Vitally helps me solve tracking project status and customer adoption during implementations. Vitally is able to record which tasks customers have completed in our Project, as well as surfacing insights from our platform directly to see if they are on track for onboarding. ### 16. Great tool to manage customer journeys and teams **Rating:** 4.5/5.0 stars **Reviewed by:** Micah G. | President and CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** February 25, 2025 **What do you like best about Vitally?** The data powerhouse of Vitally makes it very easy for our team to manage important data for customers and provide better service. It also helps us better manage our team and the data that they are responsible for. **What do you dislike about Vitally?** It was a heavy lift to implement a lot of the features we wanted to implement. **What problems is Vitally solving and how is that benefiting you?** Centralized system to manage customer data and customer journeys ### 17. Best CSP out there **Rating:** 4.5/5.0 stars **Reviewed by:** Amy K. | Customer Success Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** August 19, 2024 **What do you like best about Vitally?** - I've used Gainsight, Catalyst, and ChurnZero in the past. Vitally easily takes the cake - Easy intuitive platform & great UI - Mad kudos to the help center and videos. I rarely need to contact the success or support teams for knowledge insights as they've made it super easy to learn core and new functionality - Vitally workshops are amazing for finding new ways to streamline processes based on segment, particularly for the scaled segment. This is such an amazing value-add and really appreciate the industry insights. **What do you dislike about Vitally?** I don't have any feedback to share at this time **What problems is Vitally solving and how is that benefiting you?** - Playbooks throughout the customer lifecycle (eg onboarding, continued adoption, inactivity, renewals, etc) - Dashboards to track various reporting ### 18. Easy to use and configure **Rating:** 5.0/5.0 stars **Reviewed by:** Chenoa R. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** September 06, 2024 **What do you like best about Vitally?** I love how easy it is to build views and dashboards that make my day-to-day more efficient and report account health upwards to leadership. Their support team is very responsive and it feels like the product team is very focused on customer feedback. **What do you dislike about Vitally?** Sometimes when building bar graph widgets with groupings of time (months, quarters), they render the bars out of order (so not Q1, Q2, Q3). Support is quite responsive and quick to resolution though. **What problems is Vitally solving and how is that benefiting you?** Vitally is helping me log all customer notes in 1 place, manage renewal pipeline and review ARR by quarter, task management, and create collaborative documents for my clients to use during onboarding. ### 19. A great, lightweight solution for start-ups! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** August 12, 2024 **What do you like best about Vitally?** The integration with HubSpot leaves nothing to be desired. I'm happy with the functionality of the product and what we get vs. their competitors like Totango and Catalyst. **What do you dislike about Vitally?** I don't love the way that the product handles pulse checks for customers. **What problems is Vitally solving and how is that benefiting you?** It allows me to aggregate product usage data, as well as CRM data from HubSpot to give me a holistic view of the customer and their general health. ### 20. Great interface, perfect for customer comms and campaigns **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** January 09, 2025 **What do you like best about Vitally?** The interface is super intuitive and easy to use. Sending personalized customer campaigns has been a great use case for us. **What do you dislike about Vitally?** Connecting email replies to pipeline impact has been a challenge. There's no easy way to report on the performance of comms and campaigns. **What problems is Vitally solving and how is that benefiting you?** Vitally is an SSOT for all our customer data and communication. We use it extensively to monitor the interactions between our customers and CS team. We also use it to send customer comms and run campaigns. ### 21. Easy to use - the best tool for Customer Success & Account Management **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** August 20, 2024 **What do you like best about Vitally?** As an Account Manager for Enterprise, Vitally has become an indispensable tool in my daily workflow. What I appreciate most about Vitally is its ease of use. The platform is designed with an intuitive interface that makes navigating through its various features a breeze. Even with the robust functionality it offers, everything is easy to understand and clearly presented, which means I can focus on my core responsibilities rather than getting bogged down by a steep learning curve. I find myself using Vitally every week for every customer meeting, which speaks volumes about its importance in my role. The platform helps me stay organized and prepared, ensuring that I have all the necessary data and insights at my fingertips. This not only saves time but also enhances the quality of my customer interactions, allowing me to address issues proactively and identify opportunities for growth. Two sections of Vitally that I particularly rely on are the Reports and Notes. The Reports section provides me with detailed analytics on customer health, engagement, and potential risks, all of which are crucial for making informed decisions. The ability to customize these reports means I can tailor the data to meet the specific needs of each client, adding significant value to our meetings. Meanwhile, the Notes section serves as a centralized hub for all my client interactions. It’s where I document meeting summaries, action items, and follow-up tasks, ensuring that nothing falls through the cracks. The integration of these notes with other tools like Slack and Salesforce further streamlines my workflow, keeping everything interconnected and easily accessible. Overall, Vitally has greatly enhanced my efficiency as an Account Manager, making it easier to manage multiple enterprise clients effectively. It’s a tool that empowers me to stay on top of my game, fostering stronger, more productive relationships with my customers. **What do you dislike about Vitally?** While Vitally has become an essential tool in my day-to-day operations as an Enterprise Account Manager, one area that falls short is its lack of integration with my CRM. This limitation creates a disconnect in my workflow, as I often have to manually transfer data between Vitally and the CRM, which can be time-consuming and prone to errors. **What problems is Vitally solving and how is that benefiting you?** Vitally is solving several key challenges by providing a comprehensive account overview and a clear snapshot of my book of business. This centralized view allows me to quickly assess customer health, engagement, and risk levels across all my accounts, which is invaluable for prioritizing tasks and addressing issues proactively. The main benefit here is the significant time savings—I no longer need to piece together data from multiple sources or spend hours preparing for meetings. Vitally consolidates everything into an easily digestible format, enabling me to focus on strategic decision-making and strengthening customer relationships more efficiently. ### 22. It gets better and better **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Human Resources | Enterprise (> 1000 emp.) **Reviewed Date:** April 01, 2025 **What do you like best about Vitally?** Ui gets better at every update, customisation are easy to implement, love the fact I can make different dashboards **What do you dislike about Vitally?** No chrome extention to manage notifications, but they'll get there :) **What problems is Vitally solving and how is that benefiting you?** analyze my client's data and behaviour for proactive engagement ### 23. Vitally is truly built with the CSM workflow in mind **Rating:** 5.0/5.0 stars **Reviewed by:** Jesse H. | Customer Success Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** June 03, 2024 **What do you like best about Vitally?** I love that Vitally offers a very clean workflow that can easily be configured to fit your exact needs. **What do you dislike about Vitally?** There are a couple minor limitations with the Hubspot integration that make it difficult to keep data clean, but I am confident this will be improved with some of the upcoming feature releases. **What problems is Vitally solving and how is that benefiting you?** Perhaps the biggest problem that Vitally is helping us to solve is the standardization and project management of our implementation process. We were able to build out project / doc templates for different segments so we can ensure that our implementation is completely consistently regardless of who a customer is assigned to. This has also allowed us to manage implementation at a macro level because we have much better visibility into where all of our customers are in their onboarding journey. Visbility of customer engagement / health is another huge area. We have built out a health score based on key product use cases and customer relationships to help us understand how deeply entrenched we are with a customer. ### 24. Vitally is a gamechanger **Rating:** 5.0/5.0 stars **Reviewed by:** Justin C. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** May 16, 2024 **What do you like best about Vitally?** I love the ease of use and just how organized everything is. I've used other CSM softwares before and most were disorganized and confusing to navigate. Vitally is very straightforward to navigate and easy to explain to new users. Allows for a lot of individualized data points to track which allows the user a good insight into what they are needing to see. I find myself using it daily to track notes, touch points, and any necessary details I need to keep track of my book of business. **What do you dislike about Vitally?** Only complaint I have right now is I wish there was a way to export individual or overall customer usage in some clean form to be able to share with a customer. **What problems is Vitally solving and how is that benefiting you?** It provides a platform to track customer usage of our solution in one place. This also allows our entire team to have visibility into our entire client book and share that information as needed. It has been a wonderful resource for us since implementation. ### 25. junior customer success team member uses vitally for CRM **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?** i like the clean design and UI and customizability. able to create unique dashboards to track different things. i have started to use it everyday to track my tasks and i like how i can link them to specific client accounts **What do you dislike about Vitally?** some features are less inituitive to use. i have been following the knowledge base articles so that helps, im going to a training session soon so thank you for providing those **What problems is Vitally solving and how is that benefiting you?** putting all customer success information in one place. before, we used to track client notes individually (bad for scaling team) on notepads/g docs/microsoft word/etc and share spreadsheets with each other. very bad organization method, things would get lost in sharepoint. i like how i can add notes in one place with vitally, assign tasks, anyone on team can easily access instead of having to upd share permissions ### 26. Excellent Customer Success Platform with solid support! **Rating:** 4.5/5.0 stars **Reviewed by:** Carolien D. | Director of Customer Success, Small-Business (50 or fewer emp.) **Reviewed Date:** August 14, 2024 **What do you like best about Vitally?** We moved from another CSP to Vitally recently and it has been a game-changer for our team. The platform is incredibly flexible and customizable and is used beyond our CS team. We have separate hubs for our CEO and our Marketing team. Vitally has all the helpful features that help us track and manage our customer relationships effectively. One of the standout features for us is Vitally's very robust automation functionality, called Playbooks. It allows us to automate processes, account updates, customer emails etc., effectively saving myself and my team a ton of time. Another fave is Vitally's Documents and Project plans that can be shared directly with customers, making it super easy for our CSM's to collaborate with their customers on their implementation projects. Last but not least, Sharon and Ray in the Vitally support team are fantastic—they're very responsive, knowledgeable and have a great sense of humour. I've enjoyed exchanging "thank you" and "high five" gifs with them in our Support chats. :) **What do you dislike about Vitally?** Some of the more advanced features definitely take time to learn and use effectively. Since we're a small company, we don't have a dedicated Vitally CSM to meet for regular coaching sessions so we've had to spend a lot of hands on work figuring things out on our own. **What problems is Vitally solving and how is that benefiting you?** - Centralized communication and collaboration space for CS team - Tracking customer health - Automating tasks and email communication ### 27. Great resource for our team! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Automotive | Small-Business (50 or fewer emp.) **Reviewed Date:** September 06, 2024 **What do you like best about Vitally?** The UI is very easy to use. I don't find myself getting lost and having to menu dive to find what I am looking for on accounts. **What do you dislike about Vitally?** Mainly this piece has to do with our internal process and how it can work with Vitally. We often need to write notes that need be applied to multiple accounts but currently can only associate with one account at a time. This results in us copy pasting to get the same note in multiple places. If this could be possible it would be a big time saver for our team! **What problems is Vitally solving and how is that benefiting you?** It helps me track where current clients are in the onboarding process. I am able to leave notes and update statuses for onboarded accounts so myself and my team have visibility into what is going on. ### 28. Performs very well but could use minor improvements. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** August 12, 2024 **What do you like best about Vitally?** This product delivers fast performance and a user-friendly interface. It does not take long to learn to navigate around and find what you are looking for, making it accessible to everyone. It offers good customisation options, allowing you to tailor it to your needs. It also can collect detailed metrics from clients and your product, providing valuable insights for informed decisions. The creation of hubs enhances visibility, helping you manage projects and track progress easily. Using projects and tasks makes it easy to track progress and provide visibility at a glance. **What do you dislike about Vitally?** While the product has many strengths, it does lack a few features that could enhance the user experience. For instance, the ability to reorder boxes on the screen to tailor the view is missing, which would be a valuable addition for those who want a more personalized interface. Additionally, the option to resize the boxes/tables for better control over the interface isn’t available, limiting customisation. Finally, a Kanban view for projects and tasks would be a great feature to include, making managing workflows more efficient. **What problems is Vitally solving and how is that benefiting you?** The product provides visibility over implementations, allowing us to monitor the progress of projects and tasks effectively. It also tracks the health status of clients, helping ensure they are on the right path. Additionally, the focus on customer success is crucial for growing accounts and maintaining strong client relationships. Furthermore it connects into our product provising valueable metrics over client interactions with our platform. ### 29. Good tracking, external collaboration tools could be better **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** August 12, 2024 **What do you like best about Vitally?** Integrations, especially the ability to sync to the platform to get real-time statistics on usage. It is a great tool for multiple departments in a company to store information on a client. I also like that email syncing can occur - which helps for visibility. **What do you dislike about Vitally?** I am a project manager and use Vitally to help with onboarding new clients and track their progress. There are tools to create a pseudo project plan, agenda, etc, but they are rudimentary compared to other systems, but can get the work done as to not justify purchasing another software product. Improvements : documents should be more robust, especially tasks. It would be great to have more of a project management feel by having start/end dates, dependencies, and ability to assign to both internal and external users. More rich text capabilities in the create page features. **What problems is Vitally solving and how is that benefiting you?** The business purchased the software for visibility in a client's usage and tracking for different departments about project health. I find it helpful to see the engagement level of individual clients. ### 30. User friendly and Customizable **Rating:** 5.0/5.0 stars **Reviewed by:** Cassi C. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** August 12, 2024 **What do you like best about Vitally?** Often, when software is easy to use, it can lack customization options. However, Vitally offers the best of both worlds. As someone fairly new to the customer success field, I found Vitally easy to navigate and was impressed with the level of customization our team can achieve to meet our specific needs. **What do you dislike about Vitally?** Sometimes, retrieving the information I need requires multiple clicks, involving navigating away from and then returning to the same screen. **What problems is Vitally solving and how is that benefiting you?** Vitally quickly presents the customers needing attention, allowing me to assist them promptly. With minimal effort required to dig for information and the ability to create 'playbooks,' I have all the necessary data readily available for successful interactions with customers. ### 31. My opinion, minor changes **Rating:** 4.5/5.0 stars **Reviewed by:** Brenna S. | Account Manager/Customer Success, Small-Business (50 or fewer emp.) **Reviewed Date:** May 21, 2024 **What do you like best about Vitally?** I love how I can mange all my customers in one place. I really like how you can create a lot of data about a customer. I use Vitally each day and it has been a game changer in monitoring my accounts. I have really enjoyed the last 6 months of use. **What do you dislike about Vitally?** There was little product training and for small teams who are designing and creating the processes, it was a lot to understand and use all at once as we are making the playbooks and then being a CS/AM at the same time. If something doesn't work right, then it takes a while to figure all parts of the product out. I dislike how when you go back, it starts the page over rather than going back, example-when you click on accounts then go into one then come back you have to reclick on all the accounts. I dislike how when you reply to an email, you can't access your conversation templates. I dislike that you can't see the segments when you click on an account, you have to click into something else. I dislike how your cant save your email copy: sometimes I need to look at info in the account then go back to the email and it doesn't save the email. I dislike that the tasks are assigned to you all at once rather than rolling out over time. I dislike that you can't duplicate email templates. I dislike that it doesn't intergrate with our CRM: sharpspring. **What problems is Vitally solving and how is that benefiting you?** I am managing 100 accounts and Vitally is helping me organize, track, communicate and plan renewals. It is benefitting me to keep all the infomation in one place and organized. ### 32. Excellent resource **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** August 15, 2024 **What do you like best about Vitally?** As a project manager that works with our new clients on our software deployment projects, Vitally has been an excellent resource for internal visibility as well as client communications. It has been really valuable to have visibility into the status of our internal onboarding playbook and we have received really positive feedback about using Vitally documents for our client onboarding project plans. When I needed assistance from the support team, they were very fast to respond and sent multiple follow-ups to keep me up to date on their progress and ensure that I had everything I needed. **What do you dislike about Vitally?** There isn't anything I dislike, but it would be great to have additional scheduling capabilities for setting up project schedules using common gantt chart dependencies (FS, SS, FF, SF) that are common in dedicated project software). **What problems is Vitally solving and how is that benefiting you?** Providing visibility into our onboarding process and improving our client onboarding experience. ### 33. Vital for Success **Rating:** 5.0/5.0 stars **Reviewed by:** Nate L. | Senior Onboarding Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** August 19, 2024 **What do you like best about Vitally?** Our team counts on Vitally every single day, whether to onboard new customers or better understand the 'health' and overall success of our customers. Hands down, no brainer for any software company looking to better interact with and help their clients propser. **What do you dislike about Vitally?** Activity tracking and KPIs for measuring our teams production and efficiency can be challenging for managers to set up. Day to day users would love more streamlined tools to help report back on the work they do each day and spend less time manually entering activities. **What problems is Vitally solving and how is that benefiting you?** Engaging with customers in an organized and efficient manner while tracking overall account health and success rates. ### 34. Vitally has helped our team to keep organized and increase efficiency! **Rating:** 5.0/5.0 stars **Reviewed by:** Halsey S. | Owner / Videographer, Mid-Market (51-1000 emp.) **Reviewed Date:** May 16, 2024 **What do you like best about Vitally?** Vitally provides us the ability to easily view our customers and filter them any way we need. There is a lot of customation available for list views and dashboards. My favorite feature is the ability to create templates and automated emails to specific customer sets. The customer support is incredible and they respond very quickly and thoroughly! **What do you dislike about Vitally?** I did need their team to assist with a lot of the integration with Salesforce but once we got through the first few steps I was able to complete the rest on my own. **What problems is Vitally solving and how is that benefiting you?** We are able to keep track of implementation projects which is helpful for our Implementation Manager. It also great to be able to assign some tasks to other team members not just the project owner. We are able to automate emails to customers who are new to the software and can easily define and change who they are sent to. ### 35. Account Manager **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer & Network Security | Mid-Market (51-1000 emp.) **Reviewed Date:** July 29, 2024 **What do you like best about Vitally?** I really like how Vitally is easily configurable to your needs. You can spin up a custom trait, table, dashboard, etc. so quickly and it's helpful for our evergrowing business. **What do you dislike about Vitally?** I would say the one thing I dislike about Vitally is that it seems tricky to build out more complex hierarchical accounts (like parent <> child accounts). Although, this just may be because I haven't played around long enough with hit to figure this out yet. One other thing we'd love to see is the ability to trigger a notice not just when an account moves from one tier to the next, but also include which Tier it came from. As of now the notification just says "Account X moved into T3"... but we'd love it to say "Account X moved into T3 from T2". **What problems is Vitally solving and how is that benefiting you?** Vitally is helping my small team of 3 manage over 1000 customers. We are able to keep tabs on their health, status, renewal date, etc. all from a single console. We also receive alerts when an account may be at rik, or primed for an upsell. Vitally essentially helps us sleep at night knowing our small team is able to successfully manage a large book of business all from a single tool. ### 36. Great Insights **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** August 09, 2022 **What do you like best about Vitally?** Vitally is a great software that gives me a variety of different metrics from my customers and allows me to gauge their health and understand where I can do better in serving them. It is dynamic and flags indicators immediately when an account may be a concern **What do you dislike about Vitally?** The only downsides I regularly see is some of the data not populating correctly from our system into Vitally, and certain users/metrics not matching between my software and the Vitally front end **What problems is Vitally solving and how is that benefiting you?** It is helping me quickly understand the health of the large number of customers we have quickly which saves me time and helps me identify who is a concern and prevent churn ### 37. Big changes in our CS sector. **Rating:** 5.0/5.0 stars **Reviewed by:** Mariana S. | Customer sucess coordinator, Small-Business (50 or fewer emp.) **Reviewed Date:** September 06, 2024 **What do you like best about Vitally?** Very intuitive, it helps to organize and capture opportunities. In addition to the change in our operation **What do you dislike about Vitally?** Some features are only available for e-mail, such as satisfaction surveys. It would be amazing to be able to match the NPS model, and the fact that we can't mark the CSM with a status (e.g. on vacation). **What problems is Vitally solving and how is that benefiting you?** All our shipments were manual. We currently have more than 3,000 clients, with 200 to 250 onboardings a month, which total more than 1,000 manual mailings. The distribution of clients by portfolio was manual, including distribution by tier. ### 38. Vitaly has allowed our small team to scale our efforts with a HUGE impact. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Higher Education | Small-Business (50 or fewer emp.) **Reviewed Date:** September 09, 2024 **What do you like best about Vitally?** Before Vitally, we were using spreadsheest, Asana, Confluence and Google Docs to track all of our client communications and engagement. Horrible! Updating the health score of a client manually via spreadsheet...horrible! Vitally has allowed us to steamline all of our important information about clients in one easy to access place. I appreciate that I can collaborate with my team easily as well. **What do you dislike about Vitally?** The initial setup took a bit longer to see value than we hoped. However, it is integral to our work now. **What problems is Vitally solving and how is that benefiting you?** The biggest problem Vitally is solving for my team is allowing our small team to prioritize and spend attention with the clients that need it most. From a perspective of client health, we now know who needs proper attention and what it means for churn avoidance. ### 39. Overall, a very extensive CS tool where many solutions exist to help organize/streamline processes **Rating:** 4.0/5.0 stars **Reviewed by:** Brandon L. | Enterprise CSM, Mid-Market (51-1000 emp.) **Reviewed Date:** September 05, 2024 **What do you like best about Vitally?** I love the different dashboards. They make it easy to know who to reach out to or which clients to pay attention to. I use these dashboards daily and they were easy to understand even when first trying things out. **What do you dislike about Vitally?** the UI/UX feels a bit cluttered. Its not pretty to look at and its admittedly hard to navigate even if you know where things are, just because its overall look is a bit crowded. **What problems is Vitally solving and how is that benefiting you?** Quickly understanding client data and helping me stay on task, focusing on the right things at the right time. ### 40. Two great experiences **Rating:** 5.0/5.0 stars **Reviewed by:** Abigail S. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** December 04, 2024 **What do you like best about Vitally?** It is incredibly easy to use and I can navigate to all the most import information quickly. **What do you dislike about Vitally?** There is a lot to manage with the integration. However, I understand that is a complicated process. **What problems is Vitally solving and how is that benefiting you?** It is so easy to see customer health scores and make educated decisions. ### 41. Extremly Useful **Rating:** 4.5/5.0 stars **Reviewed by:** Chelsea B. | Enterprise Customer Success Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** November 25, 2024 **What do you like best about Vitally?** Vitally really gives me the ability to create dashboards and isolate the data I need to keep an eye on my clients. I am using Vitally daily and love it. **What do you dislike about Vitally?** I wish playbook emails would have a manual feature. I want to plan out my emails via playbook but not have them send unless I have approved them. This is a feature on some sales tools, but none with it are as robust as Vitally for CS. **What problems is Vitally solving and how is that benefiting you?** Finding clients that are not getting enough attention to reduce Churn. ### 42. Extremely easy to use and great support! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** July 22, 2024 **What do you like best about Vitally?** Vitally has a great UX and is really easy for the team to use. As soon as we got set up we had tons of positive team feedback and they really enjoy using it still. It connets well to our entire tech stack and lets us see our full account information. We had an amazing sales process with Michael O'Meara and Michael Levack - thank you so much for your support and helping us feel confident about choosing Vitally! Also the support team are very helpful. Vitally Office Hours are extremely useful and I very much recommend for admins and users alike. **What do you dislike about Vitally?** The implementation experience could be improved. Our Solutions Architect that was assigned to us for implementation seemed more interested in completing a checklist and was not very invested in our success, nor was willing to answer any questions about our set up. It was very different from the experience we've had with everyone else at Vitally. Additionallly, support requests that require engineering support normally have a 2 week solution time, which can be quite frustrating depending on the problem. **What problems is Vitally solving and how is that benefiting you?** Vitally is our Customer Success team's source of truth and integrates data from multiple sources so that we have full visibility on our accounts. With Vitally we've been able to have more in-depth account views so that our team can quickly and easily get the full picture of their account's satisfaction, engagement and usage. ### 43. overall good but not great **Rating:** 3.5/5.0 stars **Reviewed by:** Kara M. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** August 14, 2024 **What do you like best about Vitally?** - very customizable - lots of filters - integrates well with SFDC - their team is overall pretty response to us **What do you dislike about Vitally?** - sending bulk emails is very simplistic, could use a lot of work - lots of inability to clone different things, i end up wasting time manually copy/pasting - some design functionality seems to be lacking (i.e. copy/pasting always messes up the format a ton) - lacks integrations with key partners like gong and gcal (although i've heard both are coming) **What problems is Vitally solving and how is that benefiting you?** able to create lots of custom reports for customer data, log meetings, visibility across teams, etc ### 44. Features rich and keep on adding more features ... **Rating:** 5.0/5.0 stars **Reviewed by:** Benjamin M. | Senior Technical Account Manager, Computer Software, Mid-Market (51-1000 emp.) **Reviewed Date:** May 21, 2024 **What do you like best about Vitally?** This is feature rich customer success (CS) tool with good documentation and simple to use API which allow me to develop an integration easily to gather adoption and usage metrics into the Vitally and tracked as success metrics over time. The flexibility and power of its playbooks are really useful if anyone needs to develop a scaled CS program. **What do you dislike about Vitally?** Nobody like bugs. Although their Support Team is very helpful, there are some annoying bugs that I've encountered related to their outlook integration. **What problems is Vitally solving and how is that benefiting you?** It is providing a single of pane glass for our success team, where gather all necessary information for a customer are centralised and providing management insights through its flexible customizable dashboard feature. ### 45. Loads of integration possibilities! **Rating:** 4.5/5.0 stars **Reviewed by:** Jessica A. | Customer Success Manager, Enterprise (> 1000 emp.) **Reviewed Date:** June 03, 2024 **What do you like best about Vitally?** Vitally is literally a choose your own adventure CRM platform - the only limit is your imagination! I have used this in my role to make sure I am keeping up to date on all communications with my own clients with integrations of other platforms. **What do you dislike about Vitally?** No downsides that I can think of - we have an amazing CSM who supports us along the way. **What problems is Vitally solving and how is that benefiting you?** ensuring that there is transparency around client communications and internal documentation. ### 46. Easy to use, great interface, aggregates most tools that span across sales orgs and customer success **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** March 10, 2025 **What do you like best about Vitally?** It aggregates information from across many aplications **What do you dislike about Vitally?** Would be nice to have more infographic ability **What problems is Vitally solving and how is that benefiting you?** Making it easier to gain information about current customer performance as well as potential customers ### 47. Truly a dream for my CS team **Rating:** 5.0/5.0 stars **Reviewed by:** Alison M. | Director, Customer Experience, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** April 22, 2024 **What do you like best about Vitally?** A few weeks in and we have had the most wonderful experience with Vitally. I've worked with a number of CS-enablement platforms across my career and they have all left me feeling overwhelmed, exhausted, frustrated, and in budget pain. This couldn't be less of the case with Vitally. In just a couple weeks we have our data in, our workflows running, out visualization complete. Absolute gamechanger. My CSMs are so happy to have a tool that supports their day-to-day, my leadership loves their observer seats into the data, and I love that I have a singlar place to call home for all things Customer Success. Vitally will, with certainty, but a critial piece of our abilility to scale. We love it so much already. I also have to shoutout how incredible Vitally's sales, support, CS, and implementation teams are. Every step of the way it has been clear they are here to help us succeed. Truly a dream team to work with. We are so grateful for you all! **What do you dislike about Vitally?** Truly nothing at this point — we've loved every step of the way. **What problems is Vitally solving and how is that benefiting you?** We purchased Vitally for three core reasons and it is beautifully fulfilling them all. - CSM Ops: As our team scales, my CSMs were hungry for a place to stay organized, manage their book, and quickly access the data surrouding their accounts. - CS Leader Trend Monitoring and Escalations: As a leadering of a high-growth CS team, it's important that we have quick and easy sightlines into health trends, at-risk accounts, and escalations. Just a few weeks in and our dashboards and health scores have made this easier than ever. - Executive Access to Customer Data: Our executive team accross departments were eager to have insights into our customer activities, espeicially as our customer base grows at an exceedingly rapid clip. Mission complete, they are all so excited and more engaged with customer-focused work than ever before . ### 48. Very consistent platform **Rating:** 5.0/5.0 stars **Reviewed by:** Maxwell M. | Growth Account Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** October 02, 2024 **What do you like best about Vitally?** Vitally has all of the features my team requires, and it works smoothly. We haven't had any issues with the platform that I'm aware of. **What do you dislike about Vitally?** Nothing, I think it works as intended and is easy to use **What problems is Vitally solving and how is that benefiting you?** Helps me keep track of clients, and all communications between CSM's and the client. With this info I'm able to craft more personalized approaches when target an account for upsells ### 49. Super powerful and has completely changed the way we're able to do CS **Rating:** 5.0/5.0 stars **Reviewed by:** Kate L. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 16, 2024 **What do you like best about Vitally?** I love that seems to be a solution or at least a workaround for every different use case we have. Their CSMs and Support have been fantastic, we love working with the Vitally team. **What do you dislike about Vitally?** Nothing I dislike terribly. All tech is going to have some nuances or limitations but the Vitally team has been very receptive to feedback and it's evident they listen to their customer when building out their roadmap. **What problems is Vitally solving and how is that benefiting you?** Vitally gives each CSM clear visibility into their book of business, their upcoming strategic initiatives and their past performance. The Vitally processes we've incorpoated into the individual CSM's day to day ladder up to the leadership level so they can have an up to date 360 view of account health and more accurately forecast NRR. With the health scores tied to our own product usage we're able to easily identify at risk accounts, mitigate churn and identify upsell opportunities. ### 50. Vitally makes working easier for anyone **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** August 12, 2024 **What do you like best about Vitally?** Being able to create custom tables and graphs are a plus, on top of being able to utilize Salesforce in conjunction. Reviewing metrics and tracking goals are a huge part of my specific use case. Have worked with many platforms in the past and Vitally definitely has been a game changer. **What do you dislike about Vitally?** Overall, great product, but there are small features that could be added more for convenience. We have a CSM at Vitally who takes all our product requests though and they have actioned on some of them rather quickly. **What problems is Vitally solving and how is that benefiting you?** Tracking metrics and goals is a huge plus and benefit. Also, being able to track all tasks associated with various projects makes things easier...I don't need to set multiple reminders on various calendars to monitor what needs to be done. ## 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=3§ion=pricing&secure%5Bexpires_at%5D=2026-07-27+00%3A19%3A58+-0500&secure%5Bsession_id%5D=daa1d976-ba08-4995-8a51-3eb8fb24057f&secure%5Btoken%5D=9b5ffcc0b36ef9219b689fb6978ddb9247f60c905a5c1505584ec7664b6e6db0&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 (941 reviews)