--- 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 ![Verified User in Security and Investigations](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Security and Investigations") US Verified User in Security and Investigations Mid-Market (51-1000 emp.) 6/15/2026 "Vitally’s AI Copilot Makes Account Work Effortless" 4.5/5 What do you like best about Vitally? 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. What do you dislike about Vitally? 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. What problems is Vitally solving and how is that benefiting you? It's taking the organization and prep work out of my day so I can focus on strategic problems instead. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Samarth V.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Samarth V.") SV Samarth V. Customer Success Manager Mid-Market (51-1000 emp.) 7/29/2024 "Streamlined CRM with Powerful AI and Easy Integration" 4.5/5 What do you like best about Vitally? 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. What do you dislike about Vitally? The language in the recordings of cadences and transcripts is sometimes not very clear. Review collected by and hosted on G2.com. What problems is Vitally solving and how is that benefiting you? I use Vitally as a CRM to keep tabs on tasks, with helpful reminders for customer reach-outs. Its AI feature gives me summaries, and I can save templates for NPS, which improves customer happiness assessment. Review collected by and hosted on G2.com. Show More 12/8/2025 Validated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Computer & Network Security](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Computer & Network Security") AC Verified User in Computer & Network Security Mid-Market (51-1000 emp.) 5/15/2026 "Easy to Implement, Limitless Customization in Minutes" 5/5 What do you like best about Vitally? 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. What do you dislike about Vitally? Honestly, nothing. I haven't had anything bad to say about it! Review collected by and hosted on G2.com. What problems is Vitally solving and how is that benefiting you? Ability to see across a portfolio and create hubs/views into specific questions that I want to continuously answer for my customer portfolio Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Civic & Social Organization](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Civic & Social Organization") GC Verified User in Civic & Social Organization Small-Business (50 or fewer emp.) 6/5/2026 Guest users or non-business users of the software, not included in G2 scores. "Excellent for Client Meetings, Notes, and Action Items" 5/5 What do you like best about Vitally? It makes it very easy to prepare for client meetings, automate note-taking, and keep track of action items. The AI assistant is excellent for helping me get ready for client check-ins and stay organized afterward. Review collected by and hosted on G2.com. What do you dislike about Vitally? The UI isn't as intuitive as I think it could be, specifically when exploring client traits. Review collected by and hosted on G2.com. What problems is Vitally solving and how is that benefiting you? Tracking customer success tasks, client engagement, and client communication. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Diana T.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Diana T.") DT Diana T. Customer Success Team Lead Mid-Market (51-1000 emp.) 10/7/2025 "Smart AI platform for streamlining and automating Customer Success processes" 4/5 What do you like best about Vitally? Vitally has complex playbooks (automation rules) for internal alerts and external communications on various triggers including product usage and a vast range of data from all connected systems (CRM, BigQuery, Amplitude etc.). This allows automating a big part of user engagement and don't miss important risk signals. I also like shareable online documents as a way to create onboarding/learning hubs for customers with all resources in one beautiful place. It also brings together data from all sources on versatile custom dashboards to have a 360 degree view of your customers portfolio and its health. Review collected by and hosted on G2.com. What do you dislike about Vitally? Some minor limitations of integration with Amplitude - there is still no way to build playbooks on very specific parameters of events, just big events. Review collected by and hosted on G2.com. What problems is Vitally solving and how is that benefiting you? Full account visibility with data from all sources Automating multiple conversations and internal alerts Fast self-onboarding of clients Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Iris T.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Iris T.") IT Iris T. Implementation & Training Specialist Small-Business (50 or fewer emp.) 10/6/2025 "Vitally is my best friend at work!" 4.5/5 What do you like best about Vitally? Vitally automatically records all my meetings, takes notes, and drafts follow-up emails using the templates I have set up in advance. The AI Copilot provides me with valuable insights into customer successes and potential churn risks, and it also summarizes account details for my colleagues. I use Vitally to organize all my projects and manage my daily tasks! Customer support is super helpful - special shout out to Joel! Review collected by and hosted on G2.com. What do you dislike about Vitally? I wish Vitally had Gantt chart capability with tasks in projects, as well as the ability to add subtasks! Review collected by and hosted on G2.com. What problems is Vitally solving and how is that benefiting you? Automated notetaking in meetings/training calls and follow-up emails has freed up SO MUCH time. Customers love being able to see the tasks required to complete their onboarding implementation, as well as the ability to view docs with resources and links to our knowledge base. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Ilana S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Ilana S.") IS Ilana S. 11/14/2025 "AI-Powered Touchpoint Management Made Easy" 5/5 What do you like best about Vitally? I really appreciate the AI copilot feature in Vitally. It enhances my experience significantly by allowing me to ask it to summarize recent touchpoints, including those I am not directly involved in, such as support emails. It also effectively summarizes my meetings with customers, providing me with the most up-to-date reminders, which is immensely helpful for managing multiple touchpoints and ensuring that no important detail is overlooked. Additionally, I found the initial setup to be fairly easy, making it accessible for my team from the start. Overall, these features make Vitally an invaluable tool for staying organized and efficient in customer success activities. Review collected by and hosted on G2.com. What do you dislike about Vitally? I would like to get a summary that specifically focuses on just my accounts along with alerts based on sentiment and information about customers who haven't had recent touchpoints. Review collected by and hosted on G2.com. What problems is Vitally solving and how is that benefiting you? I use Vitally to manage multiple touchpoints and customers, utilizing the AI copilot to summarize communications and meetings for up-to-date reminders, enhancing my efficiency in customer success. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Jesus R.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jesus R.") JR Jesus R. Customer Success Manager Mid-Market (51-1000 emp.) 3/18/2025 "Usability and synchronization" 5/5 What do you like best about Vitally? The synchronization with other tools to have everything centralized, the ease of use, and the diversity of reports Review collected by and hosted on G2.com. What do you dislike about Vitally? Sometimes there are many options and they can be confusing Review collected by and hosted on G2.com. What problems is Vitally solving and how is that benefiting you? Customer health tracking, review and follow-up of communication with advisors Review collected by and hosted on G2.com. Show More 3/24/2026 Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of sellerAI Translated ![Angela M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Angela M.") AM Angela M. Lead Customer Success Manager 12/8/2025 "Seamless Integration, Stellar AI Features" 4.5/5 What do you like best about Vitally? I use Vitally to maintain my book of my business. I love the AI capabilities, which allow me to provide an AI summary to a colleague in a matter of minutes. Vitally makes it easier for me to have all my customer information in one centralized place, take notes, pull reports, collaborate with other account team members, and ensure customers are in good standing as we head into the renewal period. The calendar sync is another feature I love. I also appreciate the ability to customize Vitally to fit my organization's needs. From my perspective, as a lead CSM, the setup was seamless. Review collected by and hosted on G2.com. What do you dislike about Vitally? N/A Review collected by and hosted on G2.com. What problems is Vitally solving and how is that benefiting you? Vitally centralizes my customer information, facilitates note-taking, report generation, and team collaboration. It ensures customers are well-managed for renewals and offers quick AI summaries and calendar syncing. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: G2 invite on behalf of seller ![Marcos C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Marcos C.") MC Marcos C. Customer Success Manager Mid-Market (51-1000 emp.) 2/12/2026 "Powerful Filters That Make Visualizing Outcomes Easy" 5/5 What do you like best about Vitally? The filters, with it you can visualize many outcomes Review collected by and hosted on G2.com. What do you dislike about Vitally? Probably, the color set for the main page. I personally don't like white. Review collected by and hosted on G2.com. What problems is Vitally solving and how is that benefiting you? It is helping me view and understand how my clients are doing in regards of multiple things, like invoice dates, product usage, etc. All of that helps me see what I can do to help to my clients Review collected by and hosted on G2.com. 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