--- 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: '2026-07-29' 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. Time saver! **Rating:** 5.0/5.0 stars **Reviewed by:** Nicole A. | Small-Business (50 or fewer emp.) **Reviewed Date:** September 12, 2023 **What do you like best about Vitally?** The ability to pull in key data points quickly in notes and docs lets me focus on being strategic rather than building out a billion spreadsheets to find the numbers I need to prove ROI. **What do you dislike about Vitally?** It would be great if the tasks and notes could go full screen to help focus and stay organized. **What problems is Vitally solving and how is that benefiting you?** Scaling my workflow to build better relationships with my customers. **Official Response from Mary Lim:** > Hi Nicole, thank you for leaving us your feedback and sharing your positive experience with Vitally! Happy to hear that you're enjoying the use of variables across Notes and Docs. I'll share your feedback about full screen editing with our product team 🙌 Thanks again for leaving us a review :) Cheers, Mary ### 2. Great experience **Rating:** 5.0/5.0 stars **Reviewed by:** Michelle G. | Mid-Market (51-1000 emp.) **Reviewed Date:** August 03, 2023 **What do you like best about Vitally?** The user experience, and the new functions they keep releasing **What do you dislike about Vitally?** I would love support online, to mantain a fluid communication when i have a doubt **What problems is Vitally solving and how is that benefiting you?** In vitally we track all the health of our clients, and we can make actions to achieve our objetives **Official Response from Haley Sliwoski:** > Hi Michelle! Thank you for leaving us your feedback and sharing your positive experience with Vitally! We're thrilled to hear that you're enjoying our intuitive UI and are gaining value from the platform. Rest assured; we're continuously working hard to enhance and maintain the quality of our product! We have also directly shared your feedback to our Technical Support Manager 😊 Thanks again for leaving us a review! Cheers, Haley ### 3. Great CSM tool! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** October 03, 2023 **What do you like best about Vitally?** Very simple and organized way to keep notes. Really enjoy creating custom views. Great way to keep track of tasks and ensure they get completed. Easy to tag colleagues to ensure visability. **What do you dislike about Vitally?** So far, I haven't found anything I dislike about Vitally. **What problems is Vitally solving and how is that benefiting you?** Organization- one place to view all reports/dashboards/notes! Very easy. **Official Response from Mary Lim:** > Hey there, thanks sharing your positive experience with Vitally! I love custom Views - makes my job easy even as a marketer :) Please feel free to reach out if you have any other feedback. Thanks again for leaving us a review! Cheers, Mary ### 4. Excellent workflow, amazing support and Integration **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Services | Small-Business (50 or fewer emp.) **Reviewed Date:** June 22, 2023 **What do you like best about Vitally?** The system work great for me, I can manage all my customers in one place, NPS works great, all reminders and integrations via Salesforce an other platforms work great. Strongly recommend this solution for anyone that have these needs! **What do you dislike about Vitally?** I would love to have the mobile app, but I'm sure this will come in the future, I understand that may be a more limited solution, but it will be great to have one! **What problems is Vitally solving and how is that benefiting you?** Contacting customers and timing for renewals, also notes on the system and sending emails with templates, NPS, Playbooks. And helps me keep record o everything I need. ### 5. Great CS tool to gather all customers information **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** August 03, 2023 **What do you like best about Vitally?** Tool is intuitive and easy to use for all. It is great to have a dashboard per client with all their data gathered in one place instead of having to switch between 10 tools! **What do you dislike about Vitally?** It would be great to get more flexibility in playbooks, but also in dashboards setup sometimes. **What problems is Vitally solving and how is that benefiting you?** We now have all clients data in one place: data/events coming from our product (SaaS), subscription data from our finance tool but also from our CRM and internal processes. ### 6. Helpful for monitoring health, projects, and communication **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Public Relations and Communications | Mid-Market (51-1000 emp.) **Reviewed Date:** August 03, 2023 **What do you like best about Vitally?** I love being able to see how my customers are performing based on my health metrics, and then being able to tie in my communication and project tasks/milestones all in one place. I'm sure I'm barely scratching the surface, and still consider it a core part of my tech stack. **What do you dislike about Vitally?** Sometimes it's difficult to pull the fields I need into the reports/views I want, but that's probably user error. **What problems is Vitally solving and how is that benefiting you?** Project management (task/milestone tracking), user communication, holisitic customer health indicators ### 7. Vitally is essential for our sales team **Rating:** 4.0/5.0 stars **Reviewed by:** Ryan N. | Account Executive, Small-Business (50 or fewer emp.) **Reviewed Date:** November 16, 2021 **What do you like best about Vitally?** How easy it is to find a client that is comparable to our current prospect. Great for sending references. **What do you dislike about Vitally?** Nothing has been bad so far, great for what we use it for. **What problems is Vitally solving and how is that benefiting you?** Easier to give references and know your current clientel **Official Response from Haley Sliwoski:** > Hi Ryan! Thank you for leaving us your feedback and sharing your positive experience with Vitally! We're thrilled to hear that you're enjoying the ease of finding relevant account data and gaining value from the platform. Rest assured; we're continuously working hard to enhance and maintain the quality of our product, so you can expect more improvements and other amazing things to come 🙌 Thanks again for leaving us a review! Cheers, Haley ### 8. Improving CSM Work Flows **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** August 30, 2023 **What do you like best about Vitally?** Vitally makes the day-to-day of being a Customer Success Manager EASY. It has become an integral part of the day. **What do you dislike about Vitally?** Nothing, I am very happy. I have used other CRMs in the past but never one that was geared toward me. **What problems is Vitally solving and how is that benefiting you?** The problems that Vitally is helping solve is Health Readings, It benefits me by helping me understand my Book of Business better. ### 9. Flawed but very handy! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** August 03, 2023 **What do you like best about Vitally?** It allows me to see customer information in a super specific and unique way and allows me to customize the views to exactly what I need and am looking for! **What do you dislike about Vitally?** It can be a bit confusing to navigate at times and it can feel very much like a spreadsheet but the overall feel makes sense once you learn how to navigate it! **What problems is Vitally solving and how is that benefiting you?** We onboard customers and utilize vitality as a tracker of information ### 10. Vitally as a CRM **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** August 03, 2023 **What do you like best about Vitally?** It's very customizable to fit what you need and to fit your own CRM requirements /fields and It's flexible and matches your business needs. I like that there is a large variety of filters that fit each of the offered areas. Lastly the ability to integrate via API with multiple other systems **What do you dislike about Vitally?** The UX can be difficult to understand where items are located / need to be navigated to. At times it seems like items may not save / bug. There are some integrations that our company desired but Vitally isn't able to fulfill **What problems is Vitally solving and how is that benefiting you?** Maintaining information on all customers in a company facing solution that is accessible to all **Official Response from Haley Sliwoski:** > Hi there! Thank you for leaving us your feedback and sharing your positive experience with Vitally! We're thrilled to hear that you're enjoying the customizable features and are gaining value from the platform. Rest assured, we're continuously working hard to enhance and maintain the quality of our product! We have also passed your feedback to our product team 🙌 Thanks again for leaving us a review! Cheers, Haley ### 11. Robust and reliable Customer Success tool **Rating:** 4.5/5.0 stars **Reviewed by:** Jonathan D. | Customer Success Manager, Mid Market, Mid-Market (51-1000 emp.) **Reviewed Date:** February 23, 2023 **What do you like best about Vitally?** - User-friendly experience - Color schemes are engaging yet not too loud - Useful views that help me analyze my book of business from multiple angles - Data updated in various fields syncs with my pinned report views fairly real-time **What do you dislike about Vitally?** - there are not many that I can think of - periodic slow-load times and/or outages (less than once per week), and the Vitally support team is always on top of knowing the issue and working towards a resolution **What problems is Vitally solving and how is that benefiting you?** - differentiating the health success indicators between various accounts - a single source of truth to document customer interactions - a reliable tool that I can load each day and get value out of ### 12. Vitally Review **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** August 08, 2023 **What do you like best about Vitally?** I like that Vitally is a useful dashboard that is integrated with our CRM platform and makes it easy for note taking for clients. **What do you dislike about Vitally?** I wish Vitally can be integrated with google calendar to automatically log my external meetings that I have. **What problems is Vitally solving and how is that benefiting you?** Note taking for clients, sharing notes/assets with cross functional teams, ease of integration with Salesforce and other useful software to have single view of customer. **Official Response from Haley Sliwoski:** > Hi there! Thank you for leaving us your feedback and sharing your positive experience with Vitally! We're thrilled to hear that you're gaining value from Dashboards and enjoying the ease of integrating with your existing tech stack. Rest assured; we're continuously working hard to enhance and maintain the quality of our product, so you can expect more improvements and other amazing things to come 🙌 Thanks again for leaving us a review! Cheers, Haley ### 13. If you have CSMs, you need this tool! **Rating:** 5.0/5.0 stars **Reviewed by:** Catherine W. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 16, 2023 **What do you like best about Vitally?** Vitally organizes your customer data in a way that's useful, valuable and easy to access for your team. Vitally has become a natural step in the CSMs day-to-day process to track their account health, upcoming tasks, renewals and more! No more endless searching to find a sent email from a colleague or a last years renewal conversation, everything you need is exactly where you want it to be...at your finger tip. After using other CRMs and being frustrated with the workflow, Vitally has been a game changer in improving day-to-day activities for a CSM. **What do you dislike about Vitally?** Depending on how you integrated Vitally, some data can take up to an hour to show in Vitally from other sources. This has become faster overtime so hopefully it'll just continue to improve. **What problems is Vitally solving and how is that benefiting you?** I need buy-in from my team to actually use a tool that effectively stores their account notes, tasks and BoB data so that everyone across the team has access to it. My team uses the tool with ease and I have no issues getting them to use it as they see the direct value from it. We now have one source of truth for all account information that the entire team can access, which has reduced the amount of interruptions the CSMs receive from other teams requesting client information. **Official Response from Haley Sliwoski:** > Hi Catherine! Thank you for leaving us your feedback and sharing your positive experience with Vitally! We're thrilled to hear that you're loving how accessible customer data is for your CS team and how the day-to-day of CSMs has immensely improved since implementing the platform. Rest assured, we're continuously working hard to enhance and maintain the quality of our product, so you can expect even more amazing things to come 🙌 Thanks again for leaving us a review! Cheers, Haley ### 14. Impressive Platform that provides all the tools and information needed to be successful **Rating:** 5.0/5.0 stars **Reviewed by:** Brett E. | User Happiness Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** June 01, 2023 **What do you like best about Vitally?** I love that Vitally links to both Zendesk and Salesforce and lets me keep track of all the data and conversations with my clients. **What do you dislike about Vitally?** I have yet to find a downside/drawback to the platform, I'm excited to continue using it and learning more. **What problems is Vitally solving and how is that benefiting you?** Vitally displays all Zendesk tickets and conversations between my organization and my clients, which is truly helpful. ### 15. Easy to use **Rating:** 5.0/5.0 stars **Reviewed by:** Sarah C. | Senior Account Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** August 03, 2023 **What do you like best about Vitally?** Easy to implement, navigate and use. Reporting is simple for all users to set up. **What do you dislike about Vitally?** I can't think of anything at the moment. **What problems is Vitally solving and how is that benefiting you?** Note taking, customer reporting ### 16. Great Platform for Customer Success Team to effectively manage Customer Journey **Rating:** 5.0/5.0 stars **Reviewed by:** Syed G. | VP of Customer Success and Sales Engineering, Mid-Market (51-1000 emp.) **Reviewed Date:** February 16, 2023 **What do you like best about Vitally?** Intuitive Dashboard. We love the doc feature, which acts as a customer's Dossier. Also, Playbooks help us track customer activities and create alerts/tasks accordingly. **What do you dislike about Vitally?** As an admin, I should be able to create a custom dashboard for the rest of the users as their default dashboard. Today, the users can leverage my custom dashboard, but I can't make them default to others. I believe this enhancement is coming soon since they are good at taking feedback and adding those enhancements to the platform. **What problems is Vitally solving and how is that benefiting you?** Customer Success is working and manging customers through the Vitally Platform. My team has become very productive and able to manage more customers. ### 17. Everything in one place - finally! **Rating:** 4.5/5.0 stars **Reviewed by:** Kristen D. | Enterprise (> 1000 emp.) **Reviewed Date:** May 17, 2023 **What do you like best about Vitally?** With the integrations we've set up, I'm able to create custom views with all the information I need in one place. Super customizable and actionable! **What do you dislike about Vitally?** I haven't found a downside yet, it's very user friendly. **What problems is Vitally solving and how is that benefiting you?** I can see my client's activity, health information, account information, forecasting, etc. all in one place instead of spread across disparate systems. Much more efficient! ### 18. Helpful for tracking customers **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** September 06, 2023 **What do you like best about Vitally?** It tracks down our progress with our clients. **What do you dislike about Vitally?** Sizing of columns cannot be resized just like in MS Excel. **What problems is Vitally solving and how is that benefiting you?** It helps track down our progress with customers so it's easier for all Customer Success Managers to see each customer's status. ### 19. Easy to use, great functions **Rating:** 5.0/5.0 stars **Reviewed by:** Lucas R. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 05, 2023 **What do you like best about Vitally?** I really like how easy it is to use, and show me a lot of relevant infos. **What do you dislike about Vitally?** I think the settings are a little confusing, could have a little more UX **What problems is Vitally solving and how is that benefiting you?** Is showing me the gains according to the ammount transacted by the clients. ### 20. Vitally has become THE source of truth in our business **Rating:** 5.0/5.0 stars **Reviewed by:** Brendan A. | Account Manager (APAC), Mid-Market (51-1000 emp.) **Reviewed Date:** November 20, 2022 **What do you like best about Vitally?** As a people manager, it has allowed me endless visibility over my staff's projects so I can help my team achieve their goals and do their best work. The depth of integrations is endless, but the ease of use makes everything seamless. **What do you dislike about Vitally?** I've lost changes in notes a few times due to no auto-save in certain areas and I'd also like to see a bit less rigidity on some of the account-level information displays (it's very customisable, but some areas are hard-coded) **What problems is Vitally solving and how is that benefiting you?** After trying many CRMs over the past eight years, Vitally seems to have filled the gap when it comes to visibility, reporting and even marketing duties. It's given me and my team the ability to work smarter and serve our customers better. ### 21. Easy to Navigate **Rating:** 4.5/5.0 stars **Reviewed by:** Star H. | VP of Customer Success, Mid-Market (51-1000 emp.) **Reviewed Date:** September 26, 2022 **What do you like best about Vitally?** I like the filters on the views! It is easy to find what I am looking for. I like the flexibility to bring in data from multiple sources and see it on a single screen for a customer. **What do you dislike about Vitally?** I would love more reporting in the application, and although very minor, I wish the custom objects were collaped. **What problems is Vitally solving and how is that benefiting you?** It allows all CSM to be on a single platform! We have success mgmt for our partners and success mgmt for our logo customers. Since we need both groups to be successful, it is nice to see them all on a single platform. The second thing it is helping us to solve is automating repetitive tasks or emails the CSM sent out. For example, the welcome email or heads up your renewal is coming. Lastly, we have our onboarding and integration team also in the same platform making tracking of communication so much easier. ### 22. Ease of use **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** August 03, 2023 **What do you like best about Vitally?** The easy to see customer data and links to various tools where their information lives. Also really enjoy Docs-- great resource for onboarding. **What do you dislike about Vitally?** Not as geared towards customers going through onboarding for a short period of time-- difficult to keep track of where the customer is at in their journey. **What problems is Vitally solving and how is that benefiting you?** Ensures CS team accountability during the customer journey. Helps keep customer projects on task and ensures completion of tasks within timeline. ### 23. Fantastic Tool to Manage clients **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** June 22, 2023 **What do you like best about Vitally?** I love that it is easy to use and all the customer information is in one place. I also love that you can see when someone has read an email. **What do you dislike about Vitally?** Not being able to integrate with our meetings booking tool is a little inconvenient. **What problems is Vitally solving and how is that benefiting you?** Having all the information about my customers in one place. ### 24. Great way to automate objective health scoring **Rating:** 4.5/5.0 stars **Reviewed by:** Sarah C. | Head of Customer Success, Small-Business (50 or fewer emp.) **Reviewed Date:** October 17, 2022 **What do you like best about Vitally?** One of the most important metrics to track as a CSM is retention—and the only way to forecast retention is by knowing who's likely to churn. Rather than relying on gut feel solely—which is fallible and subjective—Vitally makes it really easy to automate objective health scoring based on a user's behaviour. This is game changing in knowing when to jump into an account to provide help and prevent churn. **What do you dislike about Vitally?** Running NPS surveys is confusing. I don't use Vitally's in-app NPS option, and connecting my third-party tool is challenging to populate as the default NPS trait. Apart from this it's very streamlined! **What problems is Vitally solving and how is that benefiting you?** - Automate objective, behaviour-based health scoring - Automate outreach based on behaviour - Predict and forecast churn - Identify product champions Benefits: - Lower churn rate - Scalable outreach - Better reporting and insight into key behaviours ### 25. The CRM is great and all the team behind is great too! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** June 29, 2023 **What do you like best about Vitally?** It's a complete CRM, and the support team is super efficient and fast! I love it! **What do you dislike about Vitally?** So far, I don't have anything to complain about Vitally. **What problems is Vitally solving and how is that benefiting you?** Our clients need close support and, whit Vitally, we can do that. Besides, it's easy to configure and use. We have autonomy. ### 26. The Customer Success platform you cannot miss **Rating:** 5.0/5.0 stars **Reviewed by:** Silvia B. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** February 16, 2023 **What do you like best about Vitally?** Vitally helps me keep track of my customers' health and allows me to have a good number of customers in my portfolio. **What do you dislike about Vitally?** Vitally needs maintenance and updates from our RevOps team and while waiting for those sometimes the CSM team ends up with misleading data. **What problems is Vitally solving and how is that benefiting you?** Vitally helps me manage a good number of customers simultaneously and identify those requiring more focus. It is an excellent tool for both CSM in onboarding and adoption. ### 27. An incredible time saving and custom tracking tool **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** April 25, 2023 **What do you like best about Vitally?** I love the customer health scores the most, and the ability to customize them. Being able to put a number on customer health may not tell the whole story, but is good. **What do you dislike about Vitally?** My only dislike about Vitally just being the fact that there is a ton of information within Vitally, and makes it difficult to navigate when you're starting out, but that may be more reflective of me than the platform. **What problems is Vitally solving and how is that benefiting you?** Tracking is (for me) the biggest problems Vitally is solving, as I have an all time high number of customers at the moment. Secondary to that though, automated emailing from Vitally proposing platform training to my new customers is a massive time save. ### 28. Helpful for scaling CS/AM orgs **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** January 10, 2023 **What do you like best about Vitally?** Vitally has been helpful with building out and scaling our CS and AM teams. The integrations with our other tools (Salesforce, Stripe, etc.) makes it our ultimate guide to understanding our customers and drives our engagement. If I have a question about a customer, I go to Vitally and can track down any information needed. This tool has streamlined communication externally and internally. **What do you dislike about Vitally?** There's a lot needed to get Vitally set up, but the team was accommodating during this onboarding process. Also, sometimes the tool isn't intuitive, but the support teams assist greatly. **What problems is Vitally solving and how is that benefiting you?** This is my first time using Vitally, and our organization's communication has dramatically improved since we implemented Vitally. Our communication with our customers is streamlined and more effective than ever. ### 29. High visibility of customer health **Rating:** 4.5/5.0 stars **Reviewed by:** José C. | VP of Customer Success, Small-Business (50 or fewer emp.) **Reviewed Date:** September 21, 2022 **What do you like best about Vitally?** - Highly customizable health score system - Playbooks to automate customer interaction - Easy to use and intuitive UI - Observer seats, allowing full 360 view for the whole organization **What do you dislike about Vitally?** - This is still a young product that, when it has bugs, it's hard to understand why (but the team has been super responsive) - I would not say this is a dislike for me (actually I like it) but it can be a challenge for others: the product has a strong engineering mindset, so there may be interactions that are great for someone with an engineering background, as they are super powerful, but can become tricky for others. **What problems is Vitally solving and how is that benefiting you?** - Gives a 360 customers view to the whole org - Allows us to monitor customer health according to our definition - Allows us to automate and be proactive, while keeping a lean CS team ### 30. Great product today, will be a category leader tomorrow. **Rating:** 4.5/5.0 stars **Reviewed by:** Jason B. | director of customer success, Mid-Market (51-1000 emp.) **Reviewed Date:** September 04, 2022 **What do you like best about Vitally?** Ease of implementation, ease of integration, ease of navigation UX. When Vitally was ready to launch with internal stakeholders, the combination of these factors made for rapid adoption. It's been tremendous in helping obtain insights and foster collaboration across functional teams. **What do you dislike about Vitally?** The feature set is not as robust as other offerings, but that gap is rapidly being closed. Specifically, the Zendesk and Hubspot integrations are MVP. But, these are known and on their roadmap to enhance. **What problems is Vitally solving and how is that benefiting you?** Customer data sprawl: prior to Vitally, customer teams had to use >10 systems. Through native functionality and API integration with other products we use, that's down to 1. Likewise, licensing CSMs for all those systems was costly. Feeding the data to Vitally allowed us to retire licenses and invest in efforts with a more direct ROI to the CS organization. As a by-product, customer insights were not centralized. Health scores were managed manually in arcane spreadsheets. Centralizing our customer source of truth has freed up CSM time to invest with customers, driving higher CLTV, new eARR and improved CSAT. Finally, nobody loves meetings. Having a central source of truth has eliminated the need for campfire sessions for CSMs to dump customer updates. Internal meetings for CS are down over 25%, improving CSM job satisfaction in these crazy times. ### 31. Vitally saves us lot of time by offering Tasks and Dashboard in single go. **Rating:** 5.0/5.0 stars **Reviewed by:** Ayush D. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 24, 2023 **What do you like best about Vitally?** It's best as it provides holistic view of metrics for which you had to spend hours to collect and present it to single place. **What do you dislike about Vitally?** It's great altogether but sometimes it takes few seconds to refresh or trait changes show bit late that should improve. **What problems is Vitally solving and how is that benefiting you?** Vitally is solving dashboard issue and it is presenting data at single place which reduce man hours at end. ### 32. Insights to make us proactive again! **Rating:** 5.0/5.0 stars **Reviewed by:** Katie C. | Mid-Market (51-1000 emp.) **Reviewed Date:** March 20, 2023 **What do you like best about Vitally?** How the design and how user-friendly it is. **What do you dislike about Vitally?** I haven't come across anything yet. It would be more about changing our internal processes to incorporate a system more than the actual platform. **What problems is Vitally solving and how is that benefiting you?** Insights into customer health, a single place with customer information, tracking and identifying onboarding, etc. ### 33. Usefull **Rating:** 5.0/5.0 stars **Reviewed by:** Mehmet Ali S. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 19, 2023 **What do you like best about Vitally?** To create a playbook and notes. - We are getting notifications about our users from playbooks and see their reactions. - It's very helpful to see movement of our users during the process. **What do you dislike about Vitally?** Have many options. - Complicated about choosing what to do; there is too many options :) - Have very deep useful tools and I couldn't have any idea about lots of them :) **What problems is Vitally solving and how is that benefiting you?** To find our users data ( for example mail, telephone, last activity etc.) and chase their user experience about our system. To chase who is alive and going to churn for us. ### 34. Growing and Scaling with Us! **Rating:** 4.5/5.0 stars **Reviewed by:** Christy B. | Lead Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** August 16, 2022 **What do you like best about Vitally?** I have been using Vitally now for a year. The Vitally team has heard our feedback and added some of the features we requested! I love the customization of views. You can really pick and choose what data is important to view pending on the segment, customer, and outreach. **What do you dislike about Vitally?** Tracking CSM input and activity with clients does not yet exist. You can measure custom data over time, which is helpful for assessing client health. However, you cannot yet view, changes to an account's custom traits nor your own activity metrics over time. For example, how many calls have I had with a client in the past 6 months? What were the subject lines of my past five emails to a client? What has their [insert custom trait] been over the past 6 months? **What problems is Vitally solving and how is that benefiting you?** Vitally is our go-to source of truth for client relationship history, health, and communication. We have been able to automate playbooks, streamline segments, and quickly view data vital to determining client success. ### 35. Vitally was very easy to implement and configure **Rating:** 4.5/5.0 stars **Reviewed by:** Karol K. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 21, 2023 **What do you like best about Vitally?** It literally took few days to integrate with our data sources and configure our first set of dashboards and automations. Vitally has very intuitive out-of-the-box connectors to data warehouses such as Redshift or BigQuery making the entire implementation process extremely smooth. **What do you dislike about Vitally?** It would be helpful for our business if Vitally had some solutions for customer white space analysis. **What problems is Vitally solving and how is that benefiting you?** It helps us scale our customer success business. Not only provides very handy 360 customer overview but also automates a lot of processes and communications based on customer usage data we're feeding into Vitally ### 36. Vitally helps us to get a 360 customer view **Rating:** 4.5/5.0 stars **Reviewed by:** Arjan S. | Director of Customer Success Global, Mid-Market (51-1000 emp.) **Reviewed Date:** August 11, 2022 **What do you like best about Vitally?** The way to connect multiple data sources and how we are able to configure indicators based on important events within the customer journey. Also the way the Customer Health scoring works is pretty good. The fact that we can set a scoring mechanism per segment. Also: we feel that Vitally listens to us and is constantly improving their platform. **What do you dislike about Vitally?** Not much to dislike. It could be more advanced when it comes to reporting features and dashboarding on customer data. Thr way customer projects work is good and really improved over the last period of time. We do see some features that could be improved (such as projects), to fit our specific needs, however these are considered "nice to haves". **What problems is Vitally solving and how is that benefiting you?** Get a good understanding of actions and touchpoints between us and customers. Being able to priorize our actions based on triggers, events and indicators helps us a lot in our daily work and defining our strategic roadmap. Especially with larger customers with a complex variety of touchpoints and multiple different stakeholders it becomes harder to understand what happens. Vitally helps us to transform data into information. ### 37. I <3 Vitally **Rating:** 5.0/5.0 stars **Reviewed by:** Corie Leigh M. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** August 18, 2022 **What do you like best about Vitally?** The integration with SFDC is super easy to use and understand. While the API took some engineering support, we had that stood up pretty quickly with data flowing in. I really enjoy the ease of setting up dashboards. They look clean, and it's super easy to visualize information. I also have enjoyed working with Carly. She is super helpful and knowledgeable about the product. **What do you dislike about Vitally?** I wish that it was easier to map Zendesk tickets at the account level, opposed to the user level. It's not a deal-breaker, but due to the structure of our data, it requires a little more footwork. **What problems is Vitally solving and how is that benefiting you?** Vitally makes it easy to have a holistic view of our customers without having to jump into multiple systems. As a CS leader of our PLG initiative, I rely heavily on automation, and Vitally makes creating automated triggers and work flows a breeze. ### 38. Loving the initial experience! **Rating:** 4.5/5.0 stars **Reviewed by:** Brandon S. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 02, 2023 **What do you like best about Vitally?** I like its intuitive layout and smooth workflows. Still new to the tool but visually head and shoulders over our previous solution. **What do you dislike about Vitally?** This may be due to a lack of experience, but I would love a way to sort and have more flexibility organizing tasks. **What problems is Vitally solving and how is that benefiting you?** It's providing a comprehensive picture of my book of business and overall account health. ### 39. Managing a big book of customers has never been easier! **Rating:** 5.0/5.0 stars **Reviewed by:** Pranav K. | Team Lead - Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** August 12, 2022 **What do you like best about Vitally?** I love three things about Vitally: - Robust API that can aggregate data from anywhere. - Highly customisable views and dashboards for one-glance insights. - Easy to use and intuitive. **What do you dislike about Vitally?** The note-taking tool inside this lacks even the basic features. In a bid to be like Notion's editor, they removed the formatting toolbar, and everything is to be done via a "\" menu. If you have three lines of text and wanted to turn them into a bulleted list, you can't do it. You have to start typing again with bullet points on. **What problems is Vitally solving and how is that benefiting you?** Vitally solves the problem of knowing the health and status of every customer I own. I can quickly see which customer is about to renew, which one may churn, and which ones need more attention. This helps me focus my efforts on the right place to reduce churn and maximise customer success. ### 40. Modern, easy to use **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** January 03, 2023 **What do you like best about Vitally?** The feature functionality of Vitally is, in nearly all cases, on par or beyond other customer success platforms, but I find it much easier to work with than other CSPs I have used/seen in the past. **What do you dislike about Vitally?** I'd like to see the new Docs feature able to be triggered as an action in a playbook — similar to how Projects are able to be assigned as an action based on conditions met in a playbook. **What problems is Vitally solving and how is that benefiting you?** Vitally is giving us a customer 360 that all teams can access and use a source of truth, as well as providing project management and organization for our Customer Success team. ### 41. Great CSP **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** May 15, 2023 **What do you like best about Vitally?** Very customizable, intuitive interface, easy to navigate **What do you dislike about Vitally?** Nothing, it's a great Customer Success Platform :-) **What problems is Vitally solving and how is that benefiting you?** It's giving me a great overview of my book of business and allows me to save time and make better decision on which account to spend my time on. ### 42. Really Helpful Tool for CSMs **Rating:** 4.5/5.0 stars **Reviewed by:** Matthew V. | CSM, Mid-Market (51-1000 emp.) **Reviewed Date:** September 23, 2022 **What do you like best about Vitally?** Vitally has a whole bunch of features that help me automate my day. I have dormant user outreach automated. My notes live in one place now. I have better visibility into other team members' accounts. And the bidirectional sync with salesforce is great. **What do you dislike about Vitally?** No real issues. The filters being a bit hard to find was a bit of a learning curve. And it seems like my column selections live in my cache, so when I clear my cache I have to reselect the desired columns. Interesting approach. **What problems is Vitally solving and how is that benefiting you?** It really helps me find and store data on my accounts. It also helps me automate tasks like emailing new and dormant users. It acts as my central location for all customer data. ### 43. Love using Vitally to track usage **Rating:** 5.0/5.0 stars **Reviewed by:** Eric W. | Mid-Market (51-1000 emp.) **Reviewed Date:** March 08, 2023 **What do you like best about Vitally?** Being able to track clients and their usage and what theyre looking at? **What do you dislike about Vitally?** Trends page could be better maybe more visually appealing **What problems is Vitally solving and how is that benefiting you?** Trying to see their usage and what apps they use and how often they use it ### 44. Very intuitive and user friendly! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** July 28, 2023 **What do you like best about Vitally?** - Navigation experience - Useful views and dashboards - Integration with other different platfroms - Support **What do you dislike about Vitally?** - Sometimes data were not syncing properly (f.e. email threads) **What problems is Vitally solving and how is that benefiting you?** - helped me to identify success indicators - a source of truth to document customer interactions ### 45. Vitally to combine product events & SFDC properties. One Stop Shop. **Rating:** 4.0/5.0 stars **Reviewed by:** Leif C. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** July 19, 2022 **What do you like best about Vitally?** Integrating SFDC and our system events. Building my book and having a view to go to. We can incorporate data points from our customers using the system to create triggers or even analyze their current contract to provide upsell notifications (or churn warnings). **What do you dislike about Vitally?** Can be hard to figure out where you want to live in the dashboard. I've struggled with using filters, and saving a view. Feels like I have to remake it each time, or save it a certain way if I don't want to remake it. Also, I get notifications for "my day ahead" at odd hours, and I think there could be a better sense or go to place for a task queue. **What problems is Vitally solving and how is that benefiting you?** One stop shop view for CSMs to see everything. Also able to tie it into Zapier to create automation with all of our information. It is great to have everything from customer usage, contract details, and CSM input all in one place. ### 46. Better for traditional CSMs and orgs with simpler billing + more money **Rating:** 3.0/5.0 stars **Reviewed by:** Lauren F. | Senior Customer Support Manager, Computer Software, Mid-Market (51-1000 emp.) **Reviewed Date:** July 16, 2022 **What do you like best about Vitally?** Modern clean interface. Observer seats for colleagues that need visibility but don't do the work of CSMs. API integration to connect to Zapier. Note templating. Playbooks automate communications with users and teams. Great experience with our sales and implementation rep. **What do you dislike about Vitally?** The tool has been pretty buggy for me since the start. There was a time when I was reporting a new issue every other day for a couple weeks. I dreaded getting online for some time just to be pelted with bugs and timeouts. The idea was to not have to open a bunch of tabs each day because the information I needed would be centralized but it has been so unreliable with our data that I've resorted to returning to my old tools. Odd things like having to turn off my grammarly extension to get something to work, or clear out my cache multiple times in a session because I'm stuck on a customer view that has timed out, make it tough to set up and trust to run well. It's been less buggy lately but I still can't close all my tabs. Having my Gmail connected is great but I can't cc new people on replies so I find myself frequently back in gmail, scheduling email replies. One of my old tools was Outreach and I miss being able to share success plans with my customers. They say this type of feature is on the roadmap so while that happens, takeaways for my customers have to be built out in Notion. It's not quite the all-in-one tool for a Senior CSM at a series A startup. **What problems is Vitally solving and how is that benefiting you?** With Vitally, I have a centralized dashboard for any customer I need visibility into for accessing their accounts, frequently used attributes and their usage of our app. ### 47. Vitally makes my life as a CSM so mush easier **Rating:** 5.0/5.0 stars **Reviewed by:** Julia P. | Costumer Success Manager, Enterprise (> 1000 emp.) **Reviewed Date:** November 09, 2022 **What do you like best about Vitally?** To easily access all the information I need is the best. To be able to add information (meetings, calls, etc) in an organized way, separated by topic, segment etc is so good! For example, if you are OOO, someone else can easily access all the information you input; no need to contact you. The dashboards are also amazing; how they integrate and pull data from many sources, so you are up to date with everything in one platform. **What do you dislike about Vitally?** Everytime I open a dashboard and I need to add a filter, I feel like it takes a while to load and to appear the list. I tested in different browsers and internet connection and it happens the same. **What problems is Vitally solving and how is that benefiting you?** Organize my Book of Business and daily tasks. ### 48. Great help to my business! **Rating:** 5.0/5.0 stars **Reviewed by:** Nader K. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** December 16, 2022 **What do you like best about Vitally?** Keeps me up to date on my clients and their usage with our software. That way if anything needs to be attended to I know right away and can get it done. **What do you dislike about Vitally?** At the start it was difficult to create my own dashboards and connecting with other peoples dashboard. Maybe some tips could help! **What problems is Vitally solving and how is that benefiting you?** Keeping me up to date with clients and their usage of our software. ### 49. A new approach to customer success and sales **Rating:** 5.0/5.0 stars **Reviewed by:** Ryan F. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 16, 2023 **What do you like best about Vitally?** The data aggregation and health scoring have made Vitally a critical tool for my organization. I start my day by reviewing the dashboards and coming up with an action plan. Honestly, it's removing the need for a traditional CRM for us. **What do you dislike about Vitally?** The dashboarding capabilities are a bit confusing. Would love to see simpler logic when using filters. **What problems is Vitally solving and how is that benefiting you?** Data Aggregation, identifying customers at risk, and having a one stop shop for all customer information. ### 50. Great Experience **Rating:** 5.0/5.0 stars **Reviewed by:** Emine A. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 16, 2023 **What do you like best about Vitally?** Amazing easy and user friendly platform. Also I can communicate with support team. **What do you dislike about Vitally?** Unless it deserves it fee, it is too expensive for us. **What problems is Vitally solving and how is that benefiting you?** Sending bulk e-mails to our costumers and grouping our costumers. ## 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=9§ion=pricing&secure%5Bexpires_at%5D=2026-07-31+05%3A36%3A40+-0500&secure%5Bsession_id%5D=1fcb0f84-0149-464e-bdd8-409caef63083&secure%5Btoken%5D=0a241915be92b696d56d542f75ffb5be5744117ac7e83f7287af77582a552c91&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) - [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) - [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 (1,592 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)