Vitally Reviews & Product Details

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.

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.

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.

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.

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.

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.

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.

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.

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.

Sometimes there are many options and they can be confusing Review collected by and hosted on G2.com.

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.

N/A Review collected by and hosted on G2.com.

The filters, with it you can visualize many outcomes Review collected by and hosted on G2.com.

Probably, the color set for the main page. I personally don't like white. Review collected by and hosted on G2.com.

I find Vitally to be a great tool for managing a portfolio and communicating with clients. I love the bulk message option, which allows me to convey the same message to multiple clients, and I'm really into the scheduling feature. It lets me automate sending messages at a time that works for me while ensuring they reach clients when they're likely to read them. This flexibility helps me work more efficiently and scale my services. Review collected by and hosted on G2.com.

I'm not hundred percent sure yet as I'm new to Vitally. Review collected by and hosted on G2.com.

Vitally makes it really easy to get a complete view of our customer health in one place. The platform is intuitive, gives us actionable insights, and helps our team prioritize accounts that need attention. The automation and integrations save a ton of time, and the dashboards make it simple to track progress across different segments. Review collected by and hosted on G2.com.

Nothing so far — it’s been smooth and delivers exactly what we need. Review collected by and hosted on G2.com.

I really like Vitally's structure and the way the application is built. The integration with Salesforce and Mix Panel is seamless, and the ability to track health scores is critical for me. The docs feature stands out by allowing me to share information with clients without needing them to log in. Moreover, Vitally's support has been great, making the whole process easy and intuitive. The system helps my team stay organized, automating specific tasks with playbooks and offering clear visibility across accounts. Lastly, the AI copilot feature is cool and I like it for individual use, though I look forward to leveraging it across multiple accounts. Review collected by and hosted on G2.com.

I don't really dislike anything. I think the tool is great. It has performed exactly as I would have expected. It has fully met my expectations. Only area I am looking for some feature improvement is the AI Co-Pilot. I would love to be able to ask it questions across multiple accounts. Today you can leverage it but only on an account-per-account basis. Review collected by and hosted on G2.com.