Vitally Reviews & Product Details

It is mostly intuitive, and integrates well with our other tools. Also our CSM is amazing. Review collected by and hosted on G2.com.

It can be really confusing when I’m trying to get specific things done. It often takes me a while to figure out how to accomplish what I’m aiming for, and sometimes, even after I’ve done all my research, I find out that what I’m trying to do isn’t even possible. Review collected by and hosted on G2.com.

In just one year, Vitally has fundamentally transformed our Partner Success organization, moving us from disparate, manual processes to a unified, data-driven platform. It has truly become the central nervous system for all our customer-facing activities.

The new AI-powered features are phenomenal. The Meeting Recorder automatically joins, transcribes, and summarizes our Zoom calls, and the AI Copilot helps us instantly uncover risks and key insights from across the entire customer account. The AI meeting summaries alone have been a massive time-saver and have significantly improved our post-meeting follow-up.

Standardizing our most critical workflows, like Risk Management and Terminations, within Vitally has brought much-needed consistency and efficiency to the team. Review collected by and hosted on G2.com.

There is very little to dislike. The platform has been foundational to our success, and the main "dislike" is really just a desire for more. As we've matured our processes, we're hungry to integrate even more granular data from our other platforms to make our health scores and alerts even more powerful. We're excited to work with the Vitally team to continue building on the strong data foundation we've established. Review collected by and hosted on G2.com.

I find Vitally very easy to use and customize, allowing our team to tweak it many times and it always feels new and improved without the heavy lifting of a whole implementation to a new platform. I appreciate that it centralizes all key info, acting as a hub that connects to numerous integrations we have. The support team is quite helpful in the rare times I've had to contact them. Learning Vitally during my onboarding process was incredibly simple and intuitive, which helped immensely. Review collected by and hosted on G2.com.

Nothing comes to mind Review collected by and hosted on G2.com.

I love the AI Copilot feature that allows summaries and notes to be generated on demand, helping to get pulse checks on accounts without needing to do deep dives. It allows health checks to be monitored by managers and enables context-driven outreach generation for accounts. This gives back more time in my day to focus on other CSM proactive actions in my book of business. Review collected by and hosted on G2.com.

AI responses can sometimes bring in context that is not up to date or covers items that are present in communication but not relevant to customer stakeholders. Review collected by and hosted on G2.com.

Vitally is easy to use and offers high-quality product education resources. I also really appreciate the direct support we've received from the Vitally team - both our salesperson and our CSM are incredible! Review collected by and hosted on G2.com.

I haven't found anything to dislike about Vitally thus far! Review collected by and hosted on G2.com.

Vitally is highly customizable, which makes it an essential part of how we manage Customer Success at Streamline. I use it daily to build and maintain playbooks, automate QBR workflows, and create dashboards that track renewal timelines, CSAT results, and product adoption across our accounts. It has helped align our CS processes with other departments like Product and Marketing by giving us visibility into account health and activities in one place.

We’ve also been able to tailor it to our own team structure, making it flexible enough for both technical and operational work. Review collected by and hosted on G2.com.

Support response times could be faster. It sometimes takes longer than expected to get answers or a resolution on issues we escalate.

It would also be helpful to have clearer timelines or status updates on submitted requests. Review collected by and hosted on G2.com.

I love Vitally's simple interface because it makes using the application easy. I really like the templates since they make repetitive work a lot less straining on my day-to-day tasks. The Playbooks are really easy to use and they help create consistency in managing regular tasks for customers. I also appreciate that Vitally is constantly trying to release new features to better help their customers. Review collected by and hosted on G2.com.

I think the way that you access templates could be a little bit more intuitive. Some of the setup of certain things could be easier. I think the process of adding a user to an account isn't very intuitive. And maybe some of the key, actionable things like sending communications, checking meetings with individual customers could be a little bit more simplified. Review collected by and hosted on G2.com.

Vitally has many integration features which helps us optimize processes and guaranteeing that we are delivering value to our clients. That really improves our performance by allowing us to monitor multiple KPIs. Review collected by and hosted on G2.com.

I think there is still some user interface that I think it could be improved when navigating between pages. Review collected by and hosted on G2.com.

I use Vitally to track my client accounts and keep them well organized. It really helps me see which accounts are in poor health or good health and identify which ones to follow up on. I find it very user-friendly, and it works well for my KPIs. I can tell right away which accounts are in danger of churning so I can immediately reach out to them. The initial setup was great and easy, thanks to the school tutorial provided, making it straightforward to get started. Review collected by and hosted on G2.com.

Maybe the health scores could be better explained, sometimes I don't know why an account goes to red figures. Review collected by and hosted on G2.com.

I really appreciate all the incredible insights I can get from this product, and how it saves information over time so I can refer back to it later. Review collected by and hosted on G2.com.

The interface can feel a bit overwhelming at first because there’s so much information on screen. I also wouldn’t say it’s especially intuitive to navigate. Review collected by and hosted on G2.com.