--- 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 ![Kundai D.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Kundai D.") KD Kundai D. 12/8/2025 "Flexible Client Management with Powerful Messaging Features" 4/5 What do you like best about Vitally? 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. What do you dislike about Vitally? I'm not hundred percent sure yet as I'm new to Vitally. Review collected by and hosted on G2.com. What problems is Vitally solving and how is that benefiting you? Vitally gives me visibility of client product usage, helps manage client portfolios, and improves communication with clients. I love that I can use the bulk message option to scale services, schedule sends, and target clients when they’re likely to read the messages. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Parvati N.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Parvati N.") PN Parvati N. manager Mid-Market (51-1000 emp.) 9/10/2025 "Great Tool for Customer Success Teams!" 5/5 What do you like best about Vitally? 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. What do you dislike about Vitally? Nothing so far — it’s been smooth and delivers exactly what we need. Review collected by and hosted on G2.com. What problems is Vitally solving and how is that benefiting you? Vitally helps us stay on top of customer health by bringing all key signals into one place, so we don’t miss risks or opportunities. It streamlines our customer success workflows with automation, making it easier to manage renewals, expansion opportunities, and proactive outreach. This saves our team time, keeps everyone aligned, and ultimately improves retention and growth across our accounts. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![André P.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "André P.") AP André P. 10/10/2025 "Effortless Customer Management with Vitally" 5/5 What do you like best about Vitally? 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. What do you dislike about Vitally? 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. What problems is Vitally solving and how is that benefiting you? I find the product helps my team stay organized, monitor customer performance, streamline implementations, and automate tasks with playbooks, enhancing clarity and visibility across accounts. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Verified User in Information Technology and Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Information Technology and Services") AI Verified User in Information Technology and Services Mid-Market (51-1000 emp.) 12/23/2025 "Comprehensive Customer Management Made Effortless with Vitally" 4.5/5 What do you like best about Vitally? Vitally is a comprehensive tool for managing customers. I appreciate that it allows me to view a wealth of information on a single platform, thanks to its integrations with Redshift, Jira, and Salesforce. This makes it possible to create both strategic and operational dashboards for complete customer management. The ability to set up compound health indexes by different segments and manage projects alongside customer accounts has made our operational work much smoother. The implementation process was straightforward, with helpful support and excellent consulting services. Additional resources like the chat bot and Vitally Academy have also been valuable. Vitally’s CSM team has been outstanding, guiding us through the process and helping us reach our goals. I use Vitally every day and continue to discover useful features that we have yet to implement. Review collected by and hosted on G2.com. What do you dislike about Vitally? I believe there is potential to enhance the custom surveys by adding more features. For instance, it would be helpful to have the ability to combine the data from multiple questions into a single one for score calculation and analysis directly within Vitally. At the moment, we have to rely on Excel for this purpose. Additionally, offering more language options would be beneficial, as it would eliminate the need to create several custom surveys with identical content in different languages. Review collected by and hosted on G2.com. What problems is Vitally solving and how is that benefiting you? The speed of email delivery was a challenge for us. We use Vitally to notify our customers whenever we have support updates or need to announce problems. This is crucial for our operations, as we must send notifications to our customers every 15 minutes. Initially, we were unaware of the restrictions on bulk email sending, but after integrating Sendgrid with Vitally, this issue was resolved. I believe Vitally now offers its own direct email sending system, and we may consider exploring this feature in the future if it proves to be stable. The AI features for summarizing information within accounts are quite good, especially for providing leadership with an overview. In the future, I would like to see an option to generate summaries for all accounts and save this information as traits, making it easier for leadership to access and review these summaries. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite on behalf of seller ![PJ .](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "PJ .") P PJ . Senior Success Manager Mid-Market (51-1000 emp.) 11/14/2025 "Intuitive Software with Outstanding Support" 4.5/5 What do you like best about Vitally? Incredibly intuitive software, but the customer support is one of the best. We use the software everyday, and it rarely has issues. It integrations well, and we have managed to get a lot of automations going, saving time and money in the end. Review collected by and hosted on G2.com. What do you dislike about Vitally? The logic of building out playbooks does not allow for any diversions, but it makes sense when you get it. The reporting functionality can be better, but it's something they are working on. Review collected by and hosted on G2.com. What problems is Vitally solving and how is that benefiting you? It's a Success CRM that allows us to track and identify all accounts, over our global presence. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") UF Verified User in Financial Services Mid-Market (51-1000 emp.) 4/26/2026 "Great UI, Easy Filtering, and Seamless HubSpot Integration" 4.5/5 What do you like best about Vitally? Easy to filter, with a great UI. It also integrates with HubSpot, which makes it even more convenient to use. Review collected by and hosted on G2.com. What do you dislike about Vitally? It can run slow at times when processing data. Review collected by and hosted on G2.com. What problems is Vitally solving and how is that benefiting you? A 360° overview of customer data. It helps me stay up to date without spending much time. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Faisal Yeslam S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Faisal Yeslam S.") FS Faisal Yeslam S. account manager Mid-Market (51-1000 emp.) 9/24/2025 "Intuitive Dashboard, but Needs Multi-language Support" 4.5/5 What do you like best about Vitally? I find Vitally easy to use for tracking customers and their usage insights. It's full of features like hubs and columns that simplify my work significantly. The 360 view and dashboard allow me to track client activity and offer vital information on renewals. Vitally excels in clarity and specificity, making it preferable over HubSpot, which I found too complex for CSM needs. Review collected by and hosted on G2.com. What do you dislike about Vitally? I find that Vitally's support for multi-language emails is lacking. When I send emails in languages other than English, the alignment and formatting issues make the email appear unprofessional, as if it wasn't sent through Gmail. This is challenging when dealing with clients who communicate in different languages. Additionally, it would be beneficial to have more explanations and lessons for users, as understanding the full capabilities of Vitally requires a background. I'm also not able to change contact numbers easily, which can be frustrating when managing client information. Review collected by and hosted on G2.com. What problems is Vitally solving and how is that benefiting you? I use the product to track client usage and renewals, providing detailed insights with an intuitive dashboard that streamlines my workflow. but i need more track why churn happen Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite on behalf of seller SE Samy E. Small-Business (50 or fewer emp.) 3/2/2026 "Centralized CRM Platform with Useful Customization" 5/5 What do you like best about Vitally? I love the dashboard, the tasks, and the possible customization with Vitally. It helps us by centralizing our clients' information and facilitating work organization. Review collected by and hosted on G2.com. What do you dislike about Vitally? It could better integrate with services like Teams or Google to prepare drafts to send to clients. Review collected by and hosted on G2.com. What problems is Vitally solving and how is that benefiting you? Vitally centralizes our clients' information and facilitates work organization, which helps manage our client relationships effectively. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite on behalf of sellerAI Translated ![Verified User in Accounting](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Accounting") UA Verified User in Accounting Small-Business (50 or fewer emp.) 5/7/2024 "Effortless Setup, Powerful Dashboard" 5/5 What do you like best about Vitally? I enjoy using Vitally for gathering daily information about users. It helps me see the active conversations clients have with team members, which aids in responding accurately. I really like the dashboard because it gives me a quick overview of account information. Also, the initial setup was easy, and I didn't encounter any difficulties. Review collected by and hosted on G2.com. What do you dislike about Vitally? None Review collected by and hosted on G2.com. What problems is Vitally solving and how is that benefiting you? I use Vitally to see the active conversation a client has with the team, helping me respond accurately. Review collected by and hosted on G2.com. Show More 2/5/2026 Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Emilia s.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Emilia s.") ES Emilia s. Customer Onboarding Executive Mid-Market (51-1000 emp.) 11/12/2025 "Effortless Client Management with Integrated AI" 5/5 What do you like best about Vitally? I love Vitally's user-friendly design which enhances my overall experience by making it easy to navigate and manage my tasks as a customer onboarding success manager. The AI integration is another standout feature for me, as it significantly boosts productivity with the AI Copilot, which I find to be great. Additionally, I truly appreciate the flexibility Vitally offers through its customizable dashboards, allowing me to tailor my workspace to meet my specific needs efficiently. Review collected by and hosted on G2.com. What do you dislike about Vitally? I find the speed of the AI Copilot in Vitally to be lacking, as it could be improved. Review collected by and hosted on G2.com. What problems is Vitally solving and how is that benefiting you? I use Vitally to manage a large portfolio of clients, centralizing all necessary information and automating many actions for efficiency. Review collected by and hosted on G2.com. 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