--- 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 ![Darren G.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Darren G.") DG Darren G. President Small-Business (50 or fewer emp.) 3/4/2025 "Does exactly what it says on the tin" 5/5 What do you like best about Vitally? We came from a competitive product that had a lot of promises, but the reality did not match up. The other platform had features that weren't fully implemented, data loss incidents that cost us time and money, and a support team that wasn't empowered to help. Vitally has been a breath of fresh air. Once we had it set up, it all just worked. The reporting is excellent, and available to our whole team. The NPS tracking has given us good insight into customer health, and is improving our retention. It's a flexible platform and we've been able to make it work the way we like. Review collected by and hosted on G2.com. What do you dislike about Vitally? There are some specific use cases (e.g. customer pulses) that could be tracked and shared in a nicer format. The data and functionality is there, it's just not as polished as it could be. Review collected by and hosted on G2.com. What problems is Vitally solving and how is that benefiting you? Improving retention by tracking how our customers are using our software, and identifying ways our CS team can help customers take advantage of our platform. Improving retention by calculating a rolling NPS score, and identifying superfans and customers facing challenges. Reporting on retention and renewal internally to gain a better understanding of key metrics at the executive level. Sharing customer sentiment and challenges across internal teams helps everyone in the company understand our customers better. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Patricia S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Patricia S.") PS Patricia S. Account Manager Mid-Market (51-1000 emp.) 11/19/2024 "Great CSM/ AM Tool" 4/5 What do you like best about Vitally? If your integrations are set up correctly, it is the perfect tool to bring together all relevant infomation for your CS team. We integrate our product, amplitude, and Hubspot - which means I can evaluate any relevant cilent data in once place. I also like that you can use it as acommuncation tool between teams/ indivduals where things are less likely to get buried like it would in something like Slack. Review collected by and hosted on G2.com. What do you dislike about Vitally? The UI can be overwhelming at first. Once you learn how to turn on and off various filters or views/ create your own dashboards, things get much easier to navigate. The integrations can be challenging and complicated to set up, so having clean data is super important. Review collected by and hosted on G2.com. What problems is Vitally solving and how is that benefiting you? As an AM, I am able to evaluate the health of a client, usage/ adoption metrics, relevant conract information, and notes on the client, before walking into a renewal or expansion conversation. I am able to be more informed as well as 'bug' the CSMs less because all of the key info I need is on the platform. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Computer Software](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Computer Software") AC Verified User in Computer Software Small-Business (50 or fewer emp.) 6/16/2025 "Love it — does exactly what we need for csm & analytics" 5/5 What do you like best about Vitally? Super easy to set up, flexible, and actually fits how we work. Pulled in all our product, revenue, and CRM data fast. Dashboards are clean, health scores make sense, and the team actually uses it daily. Support’s been great too. Can’t imagine running CS without it now. Review collected by and hosted on G2.com. What do you dislike about Vitally? Nothing major so far to be honest. It’s been great so far Review collected by and hosted on G2.com. What problems is Vitally solving and how is that benefiting you? Gives us one place for customer data. Easier to track health, spot risks, and drive renewals. Team is way more proactive now. Review collected by and hosted on G2.com. Show More 6/19/2025 Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Pauline H.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Pauline H.") PH Pauline H. B2B Revenue Operations Manager Mid-Market (51-1000 emp.) 11/20/2024 "Great experience with helpful features, user-friendly interface, and excellent customer support" 4.5/5 What do you like best about Vitally? - Easy Integrations with our CRM - The various features, such as Healthscore, alerts, and doc are helping us in having a more proactive approach with our customers - The interface is visually appealing - This tool supports collaborative work between our 2 teams - The support team is amazing! They respond quickly to any inquiries, and we also have a dedicated customer success manager that supports us a lot Review collected by and hosted on G2.com. What do you dislike about Vitally? - Not easy to access line item information, as we would need to create a new object; however, we decided that deal management should remain within our CRM. - Create association between companies, allowing for parent and child relationships, but not for subsidiaries. Review collected by and hosted on G2.com. What problems is Vitally solving and how is that benefiting you? Being proactive in identifying healthy and unhealthy accounts. Collaboration between different teams. Having all the information in one place. Benefits us by reducing churn and improving our NRR. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Melissa S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Melissa S.") MS Melissa S. Manager, Customer Success Enterprise (\> 1000 emp.) 10/31/2024 "Lots of customization and automation options" 5/5 What do you like best about Vitally? The best thing about Vitally is that it is super customizable. This means that you can create workflows that are specific to your customer journey and the specific use cases that your team needs. Our team has also benefited immensely from the ability to surface specific data to CSMs and given us opportunities to automate outreach that comes from the CSM. In addition, the customer support we've received has been amazing. I feel like Vitally is a trusted partner is advancing the processes in our CS org. Review collected by and hosted on G2.com. What do you dislike about Vitally? I do think that learning Vitally takes a bit of time and investment, since it is so customizable. You really need to have people on your team who are invested in "figuring out" the best ways to make Vitally work for your company and team. In addition, it's hard for somebody who is outside of your processes and org to log in and instantly understand the value that the org is getting, since each Vitally view is so customizable to the person using it. It's not necessarily "intuitive", especially if somebody new just logs in without the proper set up (or understanding that they need to do a set up). Review collected by and hosted on G2.com. What problems is Vitally solving and how is that benefiting you? The big problem that Vitally is helping to solve is automating our workflows and helping us surface the right data and playbooks to our CSMs. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Ignacio P.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Ignacio P.") IP Ignacio P. CC0 Small-Business (50 or fewer emp.) 12/28/2024 "Simple, self-manageable, and powerful" 5/5 What do you like best about Vitally? I like that we can configure and integrate platforms without the need for developers. The screens are simple and easy to manage. They provide many examples of how you should do things, which helps to configure journeys, alerts, health indicators, and more. Review collected by and hosted on G2.com. What do you dislike about Vitally? It is expensive for Latin America and although it is worth it, it costs the same as hiring a person for a year, which makes it difficult to justify this expense in small teams of less than 10 people. Review collected by and hosted on G2.com. What problems is Vitally solving and how is that benefiting you? Resolve the task management of CSM teams. When you have many clients, you need to have a task reminder and alert system to stay close to the client. As an administrator, just by reviewing the pending activities and clients weekly, the risk improves the efficiency of my team a lot. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: G2 invite on behalf of sellerAI Translated ![Martín P.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Martín P.") MP Martín P. Customer Onboarding Team Lead Mid-Market (51-1000 emp.) 8/27/2024 "My experience has been positive, as it facilitates customer management through useful insights." 5/5 What do you like best about Vitally? What I like most about Vitally is its ability to provide detailed insights and automate tasks, which facilitates more efficient customer success management. Review collected by and hosted on G2.com. What do you dislike about Vitally? What I don't like about Vitally is that the interface can be a bit complicated at first, and it may require some time to adapt and take advantage of all its features. Review collected by and hosted on G2.com. What problems is Vitally solving and how is that benefiting you? Vitally is solving customer management problems during the onboarding stage by providing tools that facilitate customer health tracking, automate repetitive tasks, and proactively identify potential issues. Review collected by and hosted on G2.com. Show More 3/16/2025 Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of sellerAI Translated ![Verified User in Information Technology and Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Information Technology and Services") EI Verified User in Information Technology and Services Mid-Market (51-1000 emp.) 3/3/2025 "Building technical CS with Vitally is exciting and insightful" 4.5/5 What do you like best about Vitally? I Love widely because it has a great integration capability with our technical platform as well as our CRM systems. Using this tool we were able to measure critical customer behavior, establish predictive churn metrics, and use our dashboards in a day-to-day operation of monitoring customer behavior. Review collected by and hosted on G2.com. What do you dislike about Vitally? In general, I love the user experience in Vitally. One thing that could be improved is the filtering option to look for custom traits or predefined properties. Also, it is relatively non-trivial to define traits based on mathematical operations, for example, how to aggregate the total customer deal values over several deals with various validity intervals. Review collected by and hosted on G2.com. What problems is Vitally solving and how is that benefiting you? Monitoring, customer behavior and lead actions to prevent churn and drive expansion revenue. Review collected by and hosted on G2.com. Show More Current UserValidated 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.) 3/11/2025 "Seamless way to bring your data together and make it actionable" 5/5 What do you like best about Vitally? In record time, our Customer Success team has been able to use Vitally to bring our disparate data together and make it actionable. It has helped us to gain deep insight into our Customers, has become a force multiplier to help our team scale out with limited resources, and saved us tremendous amounts of time. Vitally's intuitive interface and informative documentation eased our adoption. Review collected by and hosted on G2.com. What do you dislike about Vitally? Vitally's Playbook automation is useful but basic. I would like to see more advanced functionality and customization. For example, the ability to add custom functions, data transformations, loops, and perform generic HTTP Requests akin to other workflow automation solutions in the market today. Review collected by and hosted on G2.com. What problems is Vitally solving and how is that benefiting you? Bringing our data together Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Computer Software](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Computer Software") UC Verified User in Computer Software Enterprise (\> 1000 emp.) 6/27/2025 "My favorite tool for customer success" 5/5 What do you like best about Vitally? I love how easy vitally makes it to prioritize and keep track of my accounts, manage notes, action items, and churn risks. Review collected by and hosted on G2.com. What do you dislike about Vitally? Nothing I can think of! So far my experience at vitally at both companies where I've used it has been great. Review collected by and hosted on G2.com. What problems is Vitally solving and how is that benefiting you? It's helping prioritize accounts, outreach, manage notes, and track opportunities for churn and expansion. Review collected by and hosted on G2.com. 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