--- title: Vitally Reviews meta\_title: 'Vitally Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 705 reviews by the users' company size, role or industry to find out how Vitally works for a business like yours. aggregate\_rating: rating\_value: 4.5 review\_count: 705 scale: '5' date\_modified: '2026-08-09' parent\_category: name: Customer Service url: https://www.g2.com/categories/customer-service --- ### Vitally Pros and Cons: Top 5 Advantages and Disadvantages #### Quick AI Summary Based on G2 Reviews Generated from real user reviews Users love the **ease of use** of Vitally, thanks to its intuitive design and seamless integration with tools. [(46 mentions)](https://www.g2.com/products/vitally/reviews?filters%5Bsentiment_snippet%5D=1674930&qs=pros-and-cons#reviews) Users appreciate the **seamless integrations** offered by Vitally, enhancing workflows and automating processes across platforms. [(28 mentions)](https://www.g2.com/products/vitally/reviews?filters%5Bsentiment_snippet%5D=1675601&qs=pros-and-cons#reviews) Users find Vitally's **intuitive interface** to be user-friendly, enhancing their experience for both admins and end users. [(23 mentions)](https://www.g2.com/products/vitally/reviews?filters%5Bsentiment_snippet%5D=1673804&qs=pros-and-cons#reviews) Users value the **customization options** in Vitally, enhancing their workflow and tailoring the tool to their needs. [(22 mentions)](https://www.g2.com/products/vitally/reviews?filters%5Bsentiment_snippet%5D=1674734&qs=pros-and-cons#reviews) Users highlight the **automation capabilities** of Vitally, enhancing efficiency and ensuring no task is overlooked. [(21 mentions)](https://www.g2.com/products/vitally/reviews?filters%5Bsentiment_snippet%5D=1673521&qs=pros-and-cons#reviews) Users find Vitally's **complexity overwhelming** , requiring significant effort and technical know-how for effective use and integration. [(16 mentions)](https://www.g2.com/products/vitally/reviews?filters%5Bsentiment_snippet%5D=1673888&qs=pros-and-cons#reviews) Users find **integration issues** with Vitally challenging, especially when dealing with non-direct connections to other tools. [(11 mentions)](https://www.g2.com/products/vitally/reviews?filters%5Bsentiment_snippet%5D=1673543&qs=pros-and-cons#reviews) Users note the **steep learning curve** for Vitally, requiring time and investment to fully grasp its customizable features. [(10 mentions)](https://www.g2.com/products/vitally/reviews?filters%5Bsentiment_snippet%5D=1674632&qs=pros-and-cons#reviews) Users find Vitally to be **not intuitive** , requiring significant time and effort to fully understand and utilize effectively. [(9 mentions)](https://www.g2.com/products/vitally/reviews?filters%5Bsentiment_snippet%5D=1675447&qs=pros-and-cons#reviews) Users find the **steep learning curve** of Vitally overwhelming, particularly for non-technical team members during setup. [(9 mentions)](https://www.g2.com/products/vitally/reviews?filters%5Bsentiment_snippet%5D=1673957&qs=pros-and-cons#reviews) ### 5 Pros or Advantages of Vitally ##### 1. Ease of Use Users love the **ease of use** of Vitally, thanks to its intuitive design and seamless integration with tools. [ See 46 mentions ](https://www.g2.com/products/vitally/reviews?filters%5Bsentiment_snippet%5D=1674930&qs=pros-and-cons#reviews) See Related User Reviews ![Kirsten B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Kirsten B.") KB Kirsten B. Mid-Market (51-1000 emp.) 5.0/5 "A Truly Excellent Tool" What do you like about Vitally? Vitally has a clean and modern UI that is intuitive for admin and end users alike. It is 100% customizable, which is exactly what we want in a CS tool ![Eric V.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Eric V.") EV Eric V. Mid-Market (51-1000 emp.) 4.5/5 "Vitally and CSMs: A Near Perfect Pairing" What do you like about Vitally? As a CSM having the TASKS dashboard allows me to have a landing spot every morning to shape the day VS diving into emails w/ no direction. Other dashb ##### 2. Integrations Users appreciate the **seamless integrations** offered by Vitally, enhancing workflows and automating processes across platforms. [ See 28 mentions ](https://www.g2.com/products/vitally/reviews?filters%5Bsentiment_snippet%5D=1675601&qs=pros-and-cons#reviews) See Related User Reviews ![Kirsten B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Kirsten B.") KB Kirsten B. Mid-Market (51-1000 emp.) 5.0/5 "A Truly Excellent Tool" What do you like about Vitally? Vitally has a clean and modern UI that is intuitive for admin and end users alike. It is 100% customizable, which is exactly what we want in a CS tool ![Alex W.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Alex W.") AW Alex W. 4.5/5 "Customizable Workflows, Effortless Integration" What do you like about Vitally? I like the Playbooks in Vitally. They let us set up custom workflows that help tailor our approach based on client activity. This feature is really va ##### 3. Intuitive Users find Vitally's **intuitive interface** to be user-friendly, enhancing their experience for both admins and end users. [ See 23 mentions ](https://www.g2.com/products/vitally/reviews?filters%5Bsentiment_snippet%5D=1673804&qs=pros-and-cons#reviews) See Related User Reviews ![Kirsten B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Kirsten B.") KB Kirsten B. Mid-Market (51-1000 emp.) 5.0/5 "A Truly Excellent Tool" What do you like about Vitally? Vitally has a clean and modern UI that is intuitive for admin and end users alike. It is 100% customizable, which is exactly what we want in a CS tool ![Josh C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Josh C.") JC Josh C. 4.5/5 "Comprehensive Customer Insights with an (already) impressive AI capability" What do you like about Vitally? I like that Vitally is extremely flexible in its configuration, always providing a way to get the data in and deliver insights about our customers. Th ##### 4. Customization Users value the **customization options** in Vitally, enhancing their workflow and tailoring the tool to their needs. [ See 22 mentions ](https://www.g2.com/products/vitally/reviews?filters%5Bsentiment_snippet%5D=1674734&qs=pros-and-cons#reviews) See Related User Reviews ![Kirsten B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Kirsten B.") KB Kirsten B. Mid-Market (51-1000 emp.) 5.0/5 "A Truly Excellent Tool" What do you like about Vitally? Vitally has a clean and modern UI that is intuitive for admin and end users alike. It is 100% customizable, which is exactly what we want in a CS tool ![Mark J. B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Mark J. B.") MB Mark J. B. Small-Business (50 or fewer emp.) 5.0/5 "Incredibly Customizable—Flexible Control When You Need It" What do you like about Vitally? I love the ability to customize just about anything. ##### 5. Automation Users highlight the **automation capabilities** of Vitally, enhancing efficiency and ensuring no task is overlooked. [ See 21 mentions ](https://www.g2.com/products/vitally/reviews?filters%5Bsentiment_snippet%5D=1673521&qs=pros-and-cons#reviews) See Related User Reviews ![Alex W.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Alex W.") AW Alex W. 4.5/5 "Customizable Workflows, Effortless Integration" What do you like about Vitally? I like the Playbooks in Vitally. They let us set up custom workflows that help tailor our approach based on client activity. This feature is really va ![Lana K.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Lana K.") LK Lana K. Mid-Market (51-1000 emp.) 4.0/5 "Highly Customizable and Team-Friendly" What do you like about Vitally? Vitally is highly customizable, which makes it an essential part of how we manage Customer Success at Streamline. I use it daily to build and maintain ### 5 Cons or Disadvantages of Vitally ##### 1. Complexity Users find Vitally's **complexity overwhelming** , requiring significant effort and technical know-how for effective use and integration. [ See 16 mentions ](https://www.g2.com/products/vitally/reviews?filters%5Bsentiment_snippet%5D=1673888&qs=pros-and-cons#reviews) See Related User Reviews ![Laura Valentina M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Laura Valentina M.") LM Laura Valentina M. Mid-Market (51-1000 emp.) 4.5/5 "Incredible Insights with Helpful History Tracking" What do you dislike about Vitally? The interface can feel a bit overwhelming at first because there’s so much information on screen. I also wouldn’t say it’s especially intuitive to nav ![Elden D.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Elden D.") ED Elden D. Small-Business (50 or fewer emp.) 3.5/5 "Promising Dashboard with Room for Improvement" What do you dislike about Vitally? A lot of secondary features are half baked. The cost for some of their enhancements is far above the industry standards, and because there are so many ##### 2. Integration Issues Users find **integration issues** with Vitally challenging, especially when dealing with non-direct connections to other tools. [ See 11 mentions ](https://www.g2.com/products/vitally/reviews?filters%5Bsentiment_snippet%5D=1673543&qs=pros-and-cons#reviews) See Related User Reviews ![Eric V.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Eric V.") EV Eric V. Mid-Market (51-1000 emp.) 4.5/5 "Vitally and CSMs: A Near Perfect Pairing" What do you dislike about Vitally? They consistently are improving the platform, so very few issues stay long enough to be dislikes. ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Mid-Market (51-1000 emp.) 5.0/5 "Centralized Client Info Hub That Streamlines Our Workflow" What do you dislike about Vitally? I'm not quite sure how best to integrate it into the other tools we use like Slack and Outlook ##### 3. Learning Curve Users note the **steep learning curve** for Vitally, requiring time and investment to fully grasp its customizable features. [ See 10 mentions ](https://www.g2.com/products/vitally/reviews?filters%5Bsentiment_snippet%5D=1674632&qs=pros-and-cons#reviews) See Related User Reviews ![Amy E.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Amy E.") AE Amy E. Small-Business (50 or fewer emp.) 5.0/5 "Intuitive and Customizable, worth the investment in training" What do you dislike about Vitally? Can be overwhelming for first time users, takes a bit of getting used to ![Rashmi M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Rashmi M.") RM Rashmi M. Mid-Market (51-1000 emp.) 5.0/5 "Found Vitally to be a very user friendly experience!" What do you dislike about Vitally? It was a little difficult to understand at first. But regular use made it very easy to understand where i can get specific info. ##### 4. Not Intuitive Users find Vitally to be **not intuitive** , requiring significant time and effort to fully understand and utilize effectively. [ See 9 mentions ](https://www.g2.com/products/vitally/reviews?filters%5Bsentiment_snippet%5D=1675447&qs=pros-and-cons#reviews) See Related User Reviews ![Laura Valentina M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Laura Valentina M.") LM Laura Valentina M. Mid-Market (51-1000 emp.) 4.5/5 "Incredible Insights with Helpful History Tracking" What do you dislike about Vitally? The interface can feel a bit overwhelming at first because there’s so much information on screen. I also wouldn’t say it’s especially intuitive to nav ![Elden D.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Elden D.") ED Elden D. Small-Business (50 or fewer emp.) 3.5/5 "Promising Dashboard with Room for Improvement" What do you dislike about Vitally? A lot of secondary features are half baked. The cost for some of their enhancements is far above the industry standards, and because there are so many ##### 5. Steep Learning Curve Users find the **steep learning curve** of Vitally overwhelming, particularly for non-technical team members during setup. [ See 9 mentions ](https://www.g2.com/products/vitally/reviews?filters%5Bsentiment_snippet%5D=1673957&qs=pros-and-cons#reviews) See Related User Reviews ![Josh C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Josh C.") JC Josh C. 4.5/5 "Comprehensive Customer Insights with an (already) impressive AI capability" What do you dislike about Vitally? For non-technical users, it can be a bit overwhelming. Getting the initial setup deployed is a lot of work and requires access to many systems with a ![Amy E.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Amy E.") AE Amy E. Small-Business (50 or fewer emp.) 5.0/5 "Intuitive and Customizable, worth the investment in training" What do you dislike about Vitally? Can be overwhelming for first time users, takes a bit of getting used to ![Caio P.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Caio P.") CP Caio P. Director of Climate Small-Business (50 or fewer emp.) 4/15/2026 "Vitally’s Integrations Make KPI Tracking and Client Value Delivery Easy" 4.5/5 What do you like best about Vitally? 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. What do you dislike about Vitally? 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. What problems is Vitally solving and how is that benefiting you? Vitally is helping us to manage our clients by consolidating informations that is relevant for multiple teams easily improving the performance and optimizing our internal processes but also facilitating the collaboration internally. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Andres d.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Andres d.") AD Andres d. 2/11/2026 "User-Friendly and Effective for KPI Tracking" 4.5/5 What do you like best about Vitally? 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. What do you dislike about Vitally? 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. What problems is Vitally solving and how is that benefiting you? I use Vitally to track client accounts, seeing their health status so I know which to follow up on. It helps identify accounts in danger of churning, letting me address issues quickly. It's user-friendly and effective for my KPIs. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Laura Valentina M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Laura Valentina M.") LM Laura Valentina M. School Success Manager- Latam Mid-Market (51-1000 emp.) 2/10/2026 "Incredible Insights with Helpful History Tracking" 4.5/5 What do you like best about Vitally? 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. What do you dislike about Vitally? The interface can feel a bit overwhelming at first because there’s so much information on screen. I also wouldn’t say it’s especially intuitive to navigate. Review collected by and hosted on G2.com. What problems is Vitally solving and how is that benefiting you? We definitely use data tracking at the company I work for. It helps me access engagement and companies' health data in a super easy, effective way. It’s also my daily portfolio: everything I need to identify next steps or spot risk indicators is right there and easy to access. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Flavia S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Flavia S.") FS Flavia S. Manager of Customer Success Small-Business (50 or fewer emp.) 7/10/2026 "All Client Info in One Place - Simple and Effective" 4.5/5 What do you like best about Vitally? I can manage all my clients’ information in one place. Review collected by and hosted on G2.com. What do you dislike about Vitally? The layout could be ''funnier'', or user friendly Review collected by and hosted on G2.com. What problems is Vitally solving and how is that benefiting you? It integrates smoothly with all of our communication systems. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Shannon S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Shannon S.") SS Shannon S. Head of Customer Success Small-Business (50 or fewer emp.) 12/29/2025 "Flexible Customer Health Scoring Delivers Deep Insights" 5/5 What do you like best about Vitally? I love the flexibility and ability to segment of our Customer Health Score. We are able to get granular and give a high level view of our customer health. Review collected by and hosted on G2.com. What do you dislike about Vitally? I wouldn't say there is a downside, we have a deep level of understanding of our customer accounts from several different perspectives now that we use the platform (Revenue, Health, Activity, Meeting tracking). Review collected by and hosted on G2.com. What problems is Vitally solving and how is that benefiting you? We are a small team and do not have time to manually be looking through accounts to identify risk or growth opps. Our Risk indicators and Opportunity indicators notify me proactively of the accounts I need to pay attention to on both the retention end and growth side. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Moe L.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Moe L.") ML Moe L. Head of Customer Success Small-Business (50 or fewer emp.) 10/7/2025 "Super efficient, automation and optimization of CS functions!" 5/5 What do you like best about Vitally? How easy it is to set up, how quickly you can plug and play a multitude of integrations. Getting Vitally off the ground is fast, which matters in a start up environment or when moving tools in a larger organization. Their Customer Success team is also next level, as it should be for a tool like this. They're training and support makes it easy to learn how to best use Vitally in your own environment. It's so simple! Vitally has become our every day tool, and source of truth for almost everything Customer Success, and the only thing we aren't using it for is our fault not the tools fault. WE LOVE VITALLY! Review collected by and hosted on G2.com. What do you dislike about Vitally? Currently, there isn't anything Vitally isn't doing that we need. Review collected by and hosted on G2.com. What problems is Vitally solving and how is that benefiting you? Vitally is solving the problem of helping us get more work done with less people. As an early stage startup, our tech stack has to support a scrappy team. We are moving really fast, and Vitally helps us keep moving fast. Consistently solving problems for us that we didn't even consider to be Vitally solutions. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Elden D.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Elden D.") ED Elden D. Senior Customer Success Manager Small-Business (50 or fewer emp.) 12/22/2025 "Promising Dashboard with Room for Improvement" 3.5/5 What do you like best about Vitally? I use Vitally to track customer onboarding and revenue. It allows me to track all of our revenue sources in one place and monitor customer usage, onboarding, and customer health. Once it's set up, it provides a reliable source for measuring all of the CS KPIs that are vital to understanding the health of customers, onboarding, retention, and churn. The reporting is robust and customizable, which helps with accuracy. We can accurately assess success, risk factors, churn, and the health of customers and CSMs. Review collected by and hosted on G2.com. What do you dislike about Vitally? A lot of secondary features are half baked. The cost for some of their enhancements is far above the industry standards, and because there are so many moving parts and poor insights into daily values, it can be tough to troubleshoot when something isn't working properly. The docs feature is unusable, jumping all over the page when you're trying to add any elements. Also, the same thing happens in notes, email templates, etc. The AI features, while nice, are very high priced and the cost does not allow for ROI. Not easy at all. Our onboarding specialist seemed spread pretty thin. They gave poor advice, were slow to response, and caused us development time on the wrong path. Review collected by and hosted on G2.com. What problems is Vitally solving and how is that benefiting you? Vitally allows us to track all revenue sources, customer usage, onboarding, and health in one place. It's reliable for CS KPIs, customizable reporting enhances accuracy, and helps assess success and risks. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Josh C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Josh C.") JC Josh C. 12/22/2025 "Comprehensive Customer Insights with an (already) impressive AI capability" 4.5/5 What do you like best about Vitally? I like that Vitally is extremely flexible in its configuration, always providing a way to get the data in and deliver insights about our customers. The platform offers tons of integrations, which make the data useful for day-to-day CSM tasks or management reporting once it's in. The AI features are new but already pretty good, and they save a ton of time by summarizing the entire customer account activity and health, especially when onboarding new teammates or prepping for customer-specific calls. Their support team also does a great job in making things easier. Review collected by and hosted on G2.com. What do you dislike about Vitally? For non-technical users, it can be a bit overwhelming. Getting the initial setup deployed is a lot of work and requires access to many systems with a lot of technical know-how. It's still a challenge to get all data from several systems integrated into Vitally. Review collected by and hosted on G2.com. What problems is Vitally solving and how is that benefiting you? Vitally gives us a 360-degree view of our customers, solving issues with customer data insights and communication silos. The AI helps by summarizing customer activity, saving time when onboarding or preparing for calls. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Mark J. B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Mark J. B.") MB Mark J. B. Legal Engineer Small-Business (50 or fewer emp.) 2/17/2026 "Incredibly Customizable—Flexible Control When You Need It" 5/5 What do you like best about Vitally? I love the ability to customize just about anything. Review collected by and hosted on G2.com. What do you dislike about Vitally? If I had to pick something, it would be the save system. Most things auto-save. But every now and then you need to manually save things in order for them to take effect. Review collected by and hosted on G2.com. What problems is Vitally solving and how is that benefiting you? We have very busy schedules with a lot of things going on. Vitally allows us to always know what stage we are at with a client, as well as deadlines we have and anything we need to get done. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Alex W.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Alex W.") AW Alex W. 12/29/2025 "Customizable Workflows, Effortless Integration" 4.5/5 What do you like best about Vitally? I like the Playbooks in Vitally. They let us set up custom workflows that help tailor our approach based on client activity. This feature is really valuable for different departments and account types, allowing us to create custom if-then statements that integrate well with our other software and tech stacks. It's great because it makes our daily work more efficient. I also enjoy that the setup felt pretty easy, only taking a couple of days to understand the layout and dashboards. Review collected by and hosted on G2.com. What do you dislike about Vitally? Sometimes just errors come from the amount of actions we have, especially with being tied to Salesforce. Nothing comes to mind as anything bad on the Vitally side. Review collected by and hosted on G2.com. What problems is Vitally solving and how is that benefiting you? Vitally lets us oversee multiple accounts, integrate with our tech stack, and customize dashboards and playbooks. It boosts efficiency by providing client account health and past activities, setting us up for success. Review collected by and hosted on G2.com. 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