Vitally Reviews & Product Details

I can manage all my clients’ information in one place. Review collected by and hosted on G2.com.

The layout could be ''funnier'', or user friendly Review collected by and hosted on G2.com.

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.

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.

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.

Currently, there isn't anything Vitally isn't doing that we need. Review collected by and hosted on G2.com.

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.

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.

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.

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.

I love the ability to customize just about anything. Review collected by and hosted on G2.com.

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.

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.

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.

AI copilot is my favorite part of Vitally as it can assist me with pretty much any account task or busy work. Review collected by and hosted on G2.com.

It may be lack of knowledge but building out more custom connectors or integrations would be helpful. Review collected by and hosted on G2.com.

I am using Vitally as a CRM and its analytics help me with my day-to-day tasks. I appreciate the new AI feature which gives me a summary of the whole account. I also like the reminders on the renewals and reaching out to my customers. The templates I can save for NPS and other scores are great because they help me assess better if the customer is happy or not. Additionally, I find the recording of cadences and transcripts to be good. The integration with my Google Calendar is also beneficial, and I found the initial setup to be very easy and convenient. Review collected by and hosted on G2.com.

The language in the recordings of cadences and transcripts is sometimes not very clear. Review collected by and hosted on G2.com.

It’s extremely easy to implement and get up and running. Building things out feels almost limitless, with so many different ways to customize. The time it takes to go from an “idea” to “execution” is usually just minutes. Review collected by and hosted on G2.com.

Honestly, nothing. I haven't had anything bad to say about it! Review collected by and hosted on G2.com.