--- title: Vitally Reviews meta_title: 'Vitally Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 702 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: 702 scale: '5' date_modified: '2026-07-11' parent_category: name: Customer Service url: https://www.g2.com/categories/customer-service --- # Vitally Reviews **Vendor:** Vitally **Category:** [Customer Success Software](https://www.g2.com/categories/customer-success) **Average Rating:** 4.5/5.0 **Total Reviews:** 702 ## About Vitally Vitally is the AI-powered Customer Success Platform built to help Customer Success teams, CS Ops leaders, and revenue-driven organizations deliver exceptional customer experiences, overcome challenges, operate with greater efficiency, and drive measurable business growth. In today’s competitive SaaS landscape, CS teams need more than just data visibility. They need actionable intelligence. Vitally unifies all of your customer-facing data from across your tech stack into a single source of truth with real-time, bi-directional integrations. This ensures your Customer Success team always has the most accurate, up-to-date insights to guide strategic decisions. With AI at its core, Vitally predicts churn risk, uncovers expansion opportunities, and helps teams prioritize the right actions at the right time. Customer Success leaders can analyze account and user health, track lifecycle stages, and segment customers with precision. Intelligent Health Scores highlight areas that need immediate attention, while lifecycle tracking ensures every customer stays on the path to success. Vitally is built to empower CS Ops teams to standardize and automate critical workflows. From onboarding to renewals, CS-specific project management keeps teams organized and aligned. Automated notifications and AI-assisted Playbooks adapt to changing customer needs, ensuring timely engagement and consistent delivery of value. Our advanced analytics and reporting tools transform raw customer data into visually rich dashboards and actionable insights. Customer Success managers can identify trends, celebrate wins, and surface opportunities for revenue growth. Vitally gives leaders the ability to measure performance, prove the impact of Customer Success, and make data-backed decisions. From fast-growing startups to established B2B SaaS leaders, companies choose Vitally for its combination of AI-powered insights, deep integrations, and intuitive user experience. Vitally enables organizations to proactively reduce churn, improve net revenue retention, and deliver measurable results at scale. Schedule a demo today to see how Vitally’s AI-driven Customer Success Platform can transform your CS operations, empower your team, and help you achieve your most ambitious growth goals. ## Vitally Pros & Cons **What users like:** - Users find Vitally's **ease of use** exceptional, thanks to its intuitive design and customizable features. (46 reviews) - Users value the **easy integrations** with other software, enhancing workflow efficiency and customer management in Vitally. (28 reviews) - Users highlight the **intuitive design** of Vitally, making it effortless for both admins and end users to navigate. (23 reviews) - Users love the **extensive customization** options in Vitally, enhancing their experience and meeting their unique needs. (22 reviews) - Users love the **automation capabilities** of Vitally, streamlining workflows and saving time on repetitive tasks. (21 reviews) - Users commend Vitally's **excellent customer support** , highlighting the team's helpfulness and responsiveness throughout the experience. (20 reviews) - Dashboards (19 reviews) - Efficiency (19 reviews) - Users value the **centralized information** in Vitally, enhancing collaboration and simplifying account management across teams. (18 reviews) - Users value the **customizability** of Vitally, enabling them to tailor the platform to their organization's specific needs. (15 reviews) **What users dislike:** - Users find Vitally's **complexity overwhelming** , requiring significant effort and expertise for effective setup and integration. (16 reviews) - Users find **integration issues** challenging, especially with limited native support and the need for extensive workarounds. (11 reviews) - Users note a **steep learning curve** for Vitally that requires time and team investment to navigate effectively. (10 reviews) - Users find Vitally **not intuitive** , requiring time and effort to understand its complex features and customizable views. (9 reviews) - Users find that Vitally has a **steep learning curve** , requiring significant time and technical investment for effective use. (9 reviews) - Users find the **email functionality cumbersome** , especially when connecting replies to pipeline impact and reporting performance. (7 reviews) - Users express concern over **limited customization** , wishing for more advanced features and flexible data manipulation options. (7 reviews) - Users highlight **missing features** in Vitally, citing incomplete functionalities and difficulties with integration and usability. (7 reviews) - Users find Vitally's **missing functionality** such as Gantt charts and multi-language support frustrating and inadequate. (7 reviews) - Onboarding Issues (6 reviews) ## Vitally Reviews ### 1. Absolute game changer **Rating:** 5.0/5.0 stars **Reviewed by:** Michael H. | Head of Customer Success, Small-Business (50 or fewer emp.) **Reviewed Date:** July 17, 2024 **What do you like best about Vitally?** They seem to be adding more an more integrations which is great, I just wish they are more Microsoft focussed rather than Google. The new updates to Vitally including their AI assist and copilot are amazing timesavers and really help you get that account view in a hurry if you're a big note taker and have a lot of calls like me! (Which I'm sure isn't rare!) - the Ai summary gives you an account overview based on your notes and sentiment etc over a chosen time frame, and you can ask it certain questions for follow up tasks, specifics around sentiment and anything else it might be able to gather from your input/insights. As part of the new layout, they've added pinned properties so you can focus your main areas on the account screen for a quick check snapshot which is really handy. Additionally allowing you to edit historical ARR/MRR which honestly doesn't sound big but if you've had to add this in from poor data previously, trust me, it's massive. Especially if you're starting mid-financial year, for example. **What do you dislike about Vitally?** The new UI is good, but it takes a little getting used to and I wish a few of the "pinned" fields where just editable on the fly but you still have to go into the all fields section to update them. Ever so slightly misleading if you're not used to it but otherwise the new UI and layout is great. I love the fact Vitally are constantly integrating with new providers and the list is growing, however the features such as meetings/calendars, the upcoming notes recorder, all seem to be tailored more to "google" or "Gmail" emails and doesn't really provide a suitable alternative to Microsoft / Teams users. I can see Slack is now there, hoping for Teams too! **What problems is Vitally solving and how is that benefiting you?** Keeping all of our data consistent, all in one place and having a 360 view of our clients regardless of the communication medium and platform they use - it's all in one place. It also allows us to overhaul our onboarding process and make this a lot smoother as it's all in one place, rather than having to refer to separate notes, documents or applications depending on the stage of onboarding. Additionally, any/all emails, tickets, messages and meetings are all in one so we don't miss a thing. It also allows us to add the sales and marketing teams to see and gleam the data from this where needed as it's useful information even if they don't have/need a license directly. This helps track client advocacy, health, retention and revenue all in one place. ### 2. All that info you have about your customers? Vitally helps you gather, update, and action it. **Rating:** 4.5/5.0 stars **Reviewed by:** Alfonso G. | Customer Support Rep, Small-Business (50 or fewer emp.) **Reviewed Date:** May 28, 2025 **What do you like best about Vitally?** I love the customizability. Anything you want to see, as long as you can get it connected, you can look at for your customers. **What do you dislike about Vitally?** The customization is the blessing and the curse. You're setting everything up for yourself - out-of-the-box functionality is pretty limited, and if your system doesn't connect directly with Vitally? That's a lot of work-arounds. Support is pretty hands off, as well - the folks are nice, but they're not there to build anything for you. Teach a person to fish and all that. **What problems is Vitally solving and how is that benefiting you?** Having a large book of business as a CSM means that it can be difficult to see all of your account in one place. And with a small crew of CSM, having as much automation as possible is key. Vitally provides the ability to do all that and plenty more. ### 3. Simple Yet Sophisticated for Everyday Use **Rating:** 5.0/5.0 stars **Reviewed by:** Mostafa I. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** November 20, 2025 **What do you like best about Vitally?** Simple yet sophisticated for everyday use **What do you dislike about Vitally?** Sometimes it lags, likely because there is a lot of data stored in it. **What problems is Vitally solving and how is that benefiting you?** It is easy to track accounts, even when dealing with large numbers, and I can also monitor the adoption levels of our product effectively. ### 4. Found Vitally to be a very user friendly experience! **Rating:** 5.0/5.0 stars **Reviewed by:** Rashmi M. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** September 25, 2025 **What do you like best about Vitally?** I liked the centralized customer data in one place (360° view of accounts). This has potentially reduced my use of other tools to fetch that information **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. **What problems is Vitally solving and how is that benefiting you?** Easy integration with other tools like Salesforce, Slack, etc and it also helps CSMs prioritize accounts with clear visibility. ### 5. Outstanding Support Team Makes All the Difference **Rating:** 5.0/5.0 stars **Reviewed by:** Brooke B. | Global Director of Customer Success, Small-Business (50 or fewer emp.) **Reviewed Date:** November 12, 2025 **What do you like best about Vitally?** The Employees behind the product-- from sales, to implementation, to Scaled CS, I have been blown away by the value and support continuously provided. THANK YOU ALL! **What do you dislike about Vitally?** The UI could be more intuitive but at the same time, I still heavily enjoy this tool and would not count this as a derogatory mark. Friendly Tip: Make sure your internal data is organized and ready to deploy! **What problems is Vitally solving and how is that benefiting you?** Vitally is helping organize our data, automate tasks, improve efficiency, and communication. ### 6. Powerful Playbooks and Email Template Analytics **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** February 16, 2026 **What do you like best about Vitally?** Playbook ability and analytics on different email templates. **What do you dislike about Vitally?** Can be slow and clunky with large data sets. **What problems is Vitally solving and how is that benefiting you?** Scaling out Customer Success with a large number of accounts ### 7. Customizable Hubs and Views Make This a Standout Tool **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Banking | Mid-Market (51-1000 emp.) **Reviewed Date:** January 12, 2026 **What do you like best about Vitally?** How you can create your own hubs and views. Number of features available. **What do you dislike about Vitally?** I wish there was a way to grant someone certain access without giving it all. **What problems is Vitally solving and how is that benefiting you?** Having data in one place and being able to create playbooks and send out mass emails. ### 8. Centralized Client Info Hub That Streamlines Our Workflow **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** January 08, 2026 **What do you like best about Vitally?** I like that it is a central home for client information. From infromation on quotes to handover documents. **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 **What problems is Vitally solving and how is that benefiting you?** Having a centralized home for all client related information. ### 9. Review **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** September 23, 2025 **What do you like best about Vitally?** It turns client health tracking from a guessing game into a real-time dashboard—like having a blockchain explorer for your customer success. No more blind spots. **What do you dislike about Vitally?** It is not super easy to integrate with other tools such as slack **What problems is Vitally solving and how is that benefiting you?** Vitally solves the chaos of scattered client data and reactive customer success. Instead of juggling spreadsheets, CRMs, and gut feelings, it gives us a single, dynamic platform to track portfolio health—like a unified blockchain ledger for customer success. We see real-time signals, automate workflows, and spot risks or opportunities before they become obvious ### 10. Intuitive and Customizable, worth the investment in training **Rating:** 5.0/5.0 stars **Reviewed by:** Amy E. | Customer Success Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** October 13, 2025 **What do you like best about Vitally?** Intuitive, build for purpose, strong integrations, beautiful UI, customisable **What do you dislike about Vitally?** Can be overwhelming for first time users, takes a bit of getting used to **What problems is Vitally solving and how is that benefiting you?** Providing a single source of truth for customer management including engagement tracking, reporting, comms logs, and automation ### 11. Streamlined, Intuitive UI with Room to Deepen Integrations **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** May 13, 2025 **What do you like best about Vitally?** Vitally’s interface is exceptionally user-friendly—everything from the navigation menu to the dashboard widgets feels logical and easy to pick up. I was able to build and filter views in minutes, and the customizable widgets surface exactly the customer metrics I need without jumping through hoops. Onboarding was painless thanks to clear labels, straightforward logic, and responsive in-app guidance. **What do you dislike about Vitally?** The core UX is solid, but the platform could be even more powerful with expanded syncing capabilities. Right now, integrations beyond the basics feel limited—bi-directional sync with Zendesk (and other tools like Slack, Salesforce, etc.) would save countless manual updates. I’d love to see more built-in connectors or a more flexible API layer to keep data flowing seamlessly across our stack. **What problems is Vitally solving and how is that benefiting you?** Vitally surfaces a single Health Score, and automatically triggers playbooks for at-risk customers. As a result, our team can proactively engage churn-risk accounts, streamline onboarding journeys, and measure real ROI ### 12. Very good! **Rating:** 5.0/5.0 stars **Reviewed by:** Roberty S. | Customer Success Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** May 08, 2024 **What do you like best about Vitally?** The ease of building dashboards on the client's portfolio, health score, goals, and indicators. In addition to project management and daily tasks. **What do you dislike about Vitally?** I have no negative points about the software **What problems is Vitally solving and how is that benefiting you?** Organizing the clients' portfolio. The projects help a lot in the day-to-day. ### 13. Great Product **Rating:** 4.5/5.0 stars **Reviewed by:** Matt C. | Project Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** September 29, 2025 **What do you like best about Vitally?** Vitally helps our teams stay organized and on the same page. It has been a huge boost! **What do you dislike about Vitally?** Nothing at this moment. So far everything is terrific. **What problems is Vitally solving and how is that benefiting you?** Making sure our departments are all aligned ### 14. Fantastic Software **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** April 23, 2025 **What do you like best about Vitally?** Great way to get a high quality and in depth overview of customer accounts **What do you dislike about Vitally?** Data set up took a minute, but worth the effort. **What problems is Vitally solving and how is that benefiting you?** It gives us an overview of how our customers are doing, what their current MRR is, who manages them etc. This is helpful in a growing company where you are not always sure who is doing what internally and want to connect with customers ### 15. AI Summary is a Game Changer **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** July 14, 2025 **What do you like best about Vitally?** Vitally saves me so much time in researching my customer accounts. In my dad-to-day I'm mentally switch between 45-50 different accounts. The AI summary helps me helps me synthesize my account in a easy way. Vitally is one of three tools that I'm logging into daily. **What do you dislike about Vitally?** I wish there was a better tab system which allowed me to keep account pages open. Right now I have to open tabs in a new web page. Which isn't a horrible work around but disrupts my workflow slightly. **What problems is Vitally solving and how is that benefiting you?** Consolidating account information to a single tool. It's saving me time from having to flip between apps to find necessary info. ### 16. Vitally makes tracking things so much more easier! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** April 15, 2025 **What do you like best about Vitally?** Health score indicator for an account, customization, ability to import data from other analytics tools, creating our own data views, sending messages to customers through vitally, automations for creating tasks related to customers, analytics charts. **What do you dislike about Vitally?** It's my first time using such a tool (this is also my first job), so I found it a bit hard to understand, adopt, and customise it to my liking and usage. But, their onboarding team was helpful as they organized a session to onboard us. Sometimes, the website glitches and clicking on the page does not work. I have to close and reopen the tab. I also could not find the option to create recurring tasks. **What problems is Vitally solving and how is that benefiting you?** We were struggling with using Google Sheets to track customer signups, cancellations, and onboarding implementation. Vitally allows us to create separate views/tables for separate user segments for easy tracking. We are able to link external data sources so we see information relating to the account, in real time, all at one place. It saves a lot of back and forth. ### 17. Vitally is a fantastic site. I am able to sync my meetings with meetings notes. **Rating:** 5.0/5.0 stars **Reviewed by:** Bonnie P. | Program Coordinator, Mid-Market (51-1000 emp.) **Reviewed Date:** February 21, 2025 **What do you like best about Vitally?** What is most helpful is the easy syncing of meeting notes from my Google calendar. There are so many features that I appreciate and all of the templates are extremely useful in helping me finish my reports/notes. I use this website every day for work and it is absolutely wonderful. **What do you dislike about Vitally?** What is least helpful is that the contacts are not synced properly despite them being on our Google Calendar, I am not able to notify my guests what I have written notes on during my meeting. I wish this was fixed as it is a huge downside of the website. **What problems is Vitally solving and how is that benefiting you?** Vitally is helping making sure that our business is doing well and that we are observing our employees well. It is also a great benefit to have reports on Vitally to track documentation of specific incidents. ### 18. Love Vitally as a CRM **Rating:** 5.0/5.0 stars **Reviewed by:** John R. | Key Account Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** July 15, 2025 **What do you like best about Vitally?** Great ability to filter to your hearts content, create specialised hubs for segmentation as well as sending bulk emails directly from the app. **What do you dislike about Vitally?** Sometimes the tasks aren't super effective in relaying the utmost needs. **What problems is Vitally solving and how is that benefiting you?** We used Vitally predominantly for customer segmentation as well as success tracking. It's done a great job with both as well as integrating with other apps we use within our stack. ### 19. Experience has been cool **Rating:** 4.5/5.0 stars **Reviewed by:** André T. | Customer Success, Mid-Market (51-1000 emp.) **Reviewed Date:** September 09, 2025 **What do you like best about Vitally?** I like its practicality, it is very intuitive and I can find all the information I need without depending on other tools. **What do you dislike about Vitally?** No version translated into Portuguese Brazil **What problems is Vitally solving and how is that benefiting you?** centralization of relevant information for serving my clients. ### 20. Do Not Buy **Rating:** 0.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** December 01, 2025 **What do you like best about Vitally?** The product is decent, but you could create something similar with Retool or even your CRM at a much lower cost. **What do you dislike about Vitally?** The onboarding process was a complete disaster. After spending nearly a year attempting to get everything set up, we ultimately gave up. Their team seemed completely clueless when it came to assisting us with implementation in a way that would actually generate revenue. **What problems is Vitally solving and how is that benefiting you?** Tracking customer accounts ### 21. Loving Vitally since day one **Rating:** 5.0/5.0 stars **Reviewed by:** Carolina G. | Customer Success Team Lead, Mid-Market (51-1000 emp.) **Reviewed Date:** July 21, 2025 **What do you like best about Vitally?** Super easy to understand and design is simple and minimalistic! The hierarchies of the product, how customizable it is and the onboarding has been really nice. **What do you dislike about Vitally?** That for the AI tool the only language is english **What problems is Vitally solving and how is that benefiting you?** Account management Automated playbooks Consolidation of customer information One tool that CSM can spend its day with everything they need ### 22. Effortless Data Integration Across Platforms **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** November 24, 2025 **What do you like best about Vitally?** Makes it easier to understand data from various other platforms and how it handles multiple data **What do you dislike about Vitally?** Complicated UI - makes it a bit hard to find widgets or traits. High loading time **What problems is Vitally solving and how is that benefiting you?** Having a single platform that consolidates data from various systems and provides a unified view of all accounts is extremely valuable. It simplifies the process of accessing information and helps keep everything organized in one place. ### 23. How a CSM feels about Vitally **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** May 22, 2025 **What do you like best about Vitally?** Most software for CSMs is not useful. But, I do have to say using Vitally has made my life a little easier as a CSM. This is my first time using it at my current company and the reason it works is not only the reliability and ease of use. But also because our admins have configured it to match what we need as end-users (which is of course always key to making a system be an actual success). **What do you dislike about Vitally?** There's some persistent issues with its Salesforce integration. That's really it. **What problems is Vitally solving and how is that benefiting you?** Giving me a command center to manage my BoB and have a 360 view of every aspect of my customer's engagement with our team (both comms and product usage). ### 24. Great way to keep tabs on our existing customers **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** July 07, 2025 **What do you like best about Vitally?** Instead of having info scattered into sales-oriented CRMs, custom backoffice tools, and spreadsheets - we now have a fit for purpose tool for Customer Success, including data coming from various sources, NPS monitoring, customer health, workflow and automation for onboarding flows, etc. Truly a go-to tool for every day. **What do you dislike about Vitally?** To truly get the most value out of Vitally, you need to invest in implementation and training. There's a bit of a learning curve (albeit small if you compare it with the big CRM monsters). **What problems is Vitally solving and how is that benefiting you?** - Finding out info / configs about our customers that we'd otherwise have to look into our backoffice or elsewhere - See net ARR/MRR evolution over time, for a customer, for a region, a cohort, etc - NPS / customer health - Run automation/workflows for self-service or nearly-self-service onboarding ### 25. I love how easy and intuitive everything is! I have been very impressed so far! **Rating:** 5.0/5.0 stars **Reviewed by:** Sarah S. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** March 19, 2025 **What do you like best about Vitally?** It's malleable, I can change how I see data. I love that it is customizable. **What do you dislike about Vitally?** I would love to know if there is a way to create a table/spreadsheet where I can enter a running tracker of exercises my customers are conducting. I would prefer this so I don't have to open each customer to see who is running what exercise and when. Would love a quick way to reference data cross-sectionally between all my customers. **What problems is Vitally solving and how is that benefiting you?** It helps me to stay on task with the current and upcoming requirements that each customer is approaching. It helps to streamline the process of customer success while also being precise and accurate! ### 26. Vitally Helps Us Stay Proactive and Scalable with Our Clients **Rating:** 5.0/5.0 stars **Reviewed by:** Ileana V. | AE, Marketing and Advertising, Mid-Market (51-1000 emp.) **Reviewed Date:** June 04, 2025 **What do you like best about Vitally?** 360° Customer View: I can quickly see key account metrics, usage trends, and health scores—critical for timing expansion conversations. **What do you dislike about Vitally?** Learning Curve: The interface isn’t always intuitive, especially for new users who aren’t in CS roles daily. It takes some time to understand how to navigate between views and get the exact data you need. **What problems is Vitally solving and how is that benefiting you?** I have real-time visibility into client health and engagement, which helps me identify expansion opportunities earlier. ### 27. Easy Setup, so much Functionality **Rating:** 5.0/5.0 stars **Reviewed by:** Holly D. | Director of Customer Success, Mid-Market (51-1000 emp.) **Reviewed Date:** April 11, 2025 **What do you like best about Vitally?** The ease of implementation was incredible. We were up and running within a few short weeks. I also appreciate the ease of integration with the data we wanted to import into Vitally. We've been able to improve our efficiency and reduce the number of spreadsheets we were previously using. The ability to weight health scores based on customer type has improved our health score accuracy. **What do you dislike about Vitally?** So far, I have not run into anything I dislike about Vitally. **What problems is Vitally solving and how is that benefiting you?** Reducing inefficiencies - we've been able to consolidate data into Vitally improving the CS teams' daily work flow. ### 28. Does exactly what it says on the tin **Rating:** 5.0/5.0 stars **Reviewed by:** Darren G. | President, Small-Business (50 or fewer emp.) **Reviewed Date:** March 04, 2025 **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. **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. **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. ### 29. Great CSM/ AM Tool **Rating:** 4.0/5.0 stars **Reviewed by:** Patricia S. | Account Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** November 19, 2024 **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. **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. **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. ### 30. Love it — does exactly what we need for csm & analytics **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** June 16, 2025 **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. **What do you dislike about Vitally?** Nothing major so far to be honest. It’s been great so far **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. ### 31. Great experience with helpful features, user-friendly interface, and excellent customer support **Rating:** 4.5/5.0 stars **Reviewed by:** Pauline H. | B2B Revenue Operations Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** November 20, 2024 **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 **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. **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. ### 32. Lots of customization and automation options **Rating:** 5.0/5.0 stars **Reviewed by:** Melissa S. | Manager, Customer Success, Enterprise (> 1000 emp.) **Reviewed Date:** October 31, 2024 **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. **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). **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. ### 33. Simple, self-manageable, and powerful **Rating:** 5.0/5.0 stars **Reviewed by:** Ignacio P. | CC0, Small-Business (50 or fewer emp.) **Reviewed Date:** December 28, 2024 **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. **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. **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. ### 34. My experience has been positive, as it facilitates customer management through useful insights. **Rating:** 5.0/5.0 stars **Reviewed by:** Martín P. | Customer Onboarding Team Lead, Mid-Market (51-1000 emp.) **Reviewed Date:** August 27, 2024 **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. **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. **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. ### 35. Building technical CS with Vitally is exciting and insightful **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** March 03, 2025 **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. **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. **What problems is Vitally solving and how is that benefiting you?** Monitoring, customer behavior and lead actions to prevent churn and drive expansion revenue. ### 36. Seamless way to bring your data together and make it actionable **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer & Network Security | Mid-Market (51-1000 emp.) **Reviewed Date:** March 11, 2025 **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. **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. **What problems is Vitally solving and how is that benefiting you?** Bringing our data together ### 37. My favorite tool for customer success **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** June 27, 2025 **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. **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. **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. ### 38. Great Product! **Rating:** 5.0/5.0 stars **Reviewed by:** Andrea W. | Account Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** May 28, 2025 **What do you like best about Vitally?** This is a great product to increase visibility into all of our customers. **What do you dislike about Vitally?** Would like the filtering to be more dynamic. **What problems is Vitally solving and how is that benefiting you?** Visibility into current customer database to leverage during the expansion sales process. ### 39. Gives me clear insight into all my accounts **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer & Network Security | Mid-Market (51-1000 emp.) **Reviewed Date:** May 22, 2025 **What do you like best about Vitally?** Easy to see when accounts need action, great reminders of tasks due and easy to read account history and provider better customer support. **What do you dislike about Vitally?** There is a ton of information and it can be a lot of noise but if you set filters up it helps cut it down. **What problems is Vitally solving and how is that benefiting you?** I have ~150 customers and keeping tabs on accounts and their actions and history is difficult. Vitally gives me clear oversight on those account. ### 40. Highly Effective for Managing Clients **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** August 13, 2024 **What do you like best about Vitally?** For me, it has been incredibly useful. I love the projects and documents shared with clients, as well as the customization it allows us to create playbooks. **What do you dislike about Vitally?** In general, I believe the time it takes to update the information comes from the integrations. **What problems is Vitally solving and how is that benefiting you?** Vitally helps us maintain control over our projects, accounts, and processes. It’s crucial for us to have visibility into the health of these projects and assess their indicators. This visibility allows us to identify areas for improvement and implement necessary changes effectively ### 41. Impressive platform for day-to-day CSM operations **Rating:** 5.0/5.0 stars **Reviewed by:** Anna L. | Customer Success Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** April 29, 2025 **What do you like best about Vitally?** Ease of use, customizable options, an attractive UI, and many great features. **What do you dislike about Vitally?** This is such great software, I can't think of anything. **What problems is Vitally solving and how is that benefiting you?** Vitally provides a comprehensive overview of customer accounts, including upcoming renewals, risks, tasks, organizational details, analytics, and much more. ### 42. Easy-to-launch CSM platform loved by customers too **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Human Resources | Small-Business (50 or fewer emp.) **Reviewed Date:** November 28, 2024 **What do you like best about Vitally?** The shared customer portal (Doc) is a blessing Projects are great for managing tasks with clients especially during complex implementations The API functionality has given us great insights on app usage and was easy/quick to implement Customer support is fantastic, shoutout to Firmin and Ashley Had a great sales experience too, with thorough platforms walkthroughs The custom objects feature, we use it to collect and quantify customer feedback. **What do you dislike about Vitally?** I wish it was easier for client user to collaborate on projects, currently they can only view and comment I did not love the implementation approach. Being based in APAC delayed our search for an implementation specialist, and when assigned, they seemed pressured to meet their own schedule. Despite multiple requests to refrain, they continued to email other leadership members that were never involved about the project. **What problems is Vitally solving and how is that benefiting you?** Complex, numerous stakeholders onboarding and account management. Project management Customer Feedback Collection and Quantification thanks to the custom objects feature where a single insight can be linked to multiple accounts/organizations. I had been looking for sth like this for a long time! ### 43. A great tool to track and manage Customer Success **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer & Network Security **Reviewed Date:** August 29, 2025 **What do you like best about Vitally?** It allows me to view comprehensive, 360-degree information about our customers. It's ideal for creating automations and follow-ups. **What do you dislike about Vitally?** I would like it to have more native integration options with other tools. **What problems is Vitally solving and how is that benefiting you?** Having immediate access to all the information I need about our customers allows me to take necessary actions. ### 44. Developing as a Success Manager with Vitally **Rating:** 4.5/5.0 stars **Reviewed by:** Steven K. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** September 05, 2024 **What do you like best about Vitally?** The data filtering is great. Being able to have a customized dashboard with my client book, where my values are, where my clients are based on score, so I can act on things at a glance. I really like the ease of account management and integration with things like Gong which takes advantage of their call summary. It's really a great tool that's my home base for my work day. I use Vitally every day all day to manage what my work is going to look like for the day, week, and month. I also love the task automation setups so a new client drops in and I already have a full schedule of what I'm supposed to do! **What do you dislike about Vitally?** The only critique I have for Vitally is very specific. Every integration helps and in this case, our regular help ticketing system doesn't directly integrate. There are work arounds but it would be great if y'all integrated with HelpScout directly and did a domain lookup to match regular help questions into a customer account on vitally for communications. **What problems is Vitally solving and how is that benefiting you?** It is really slicing up clients well so I can hold a larger book without being overwhelmed. What was a LOT of manual work in excel is now about setting up reports and having them show so I can take action more effectively. It's also great for handoff since the history of comms, and linking out to the various other platforms is in there. ### 45. Great product for CSMs **Rating:** 4.0/5.0 stars **Reviewed by:** Kevin O. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** September 05, 2024 **What do you like best about Vitally?** I'm a general user (CSM), and my company just implemented Vitally. It's seems like our Ops team was able to configure this all fairly quickly without much of a headache. Our MVP launch of Vitally is already pretty well buttoned up. The integrations are great - My calendar syncs to my clients, so I just need to open the meeting in Vitally and all the contacts, dates, and agenda already pipes in. I just need to take notes. AND THEN we're beta testing a sync with Gong, so I don't even have to take notes, Gong does it for me! HA **What do you dislike about Vitally?** Honestly, I've used a few different CS tools (Gainsight, Planhat, Catalyst) and the learning curve here isn't too crazy. I use Vitally daily, and it hasn't slowed me down at all. **What problems is Vitally solving and how is that benefiting you?** Vitally organizes all active clients, syncing data from all the necessary places. Our team rolled out implementation fairly quickly, so we were able to see usage pretty much immediately. ### 46. Has improved our customer success processes **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** August 08, 2025 **What do you like best about Vitally?** Since implementing Vitally, our customer retention has improved **What do you dislike about Vitally?** We find it's quite expensive for what you get **What problems is Vitally solving and how is that benefiting you?** Customer retention. Customer success. ### 47. Nice consolidated success platform **Rating:** 4.5/5.0 stars **Reviewed by:** Patrick J. | Senior Accountant, Mid-Market (51-1000 emp.) **Reviewed Date:** January 31, 2025 **What do you like best about Vitally?** Easy to integrate all data about a customer, to keep track of the health of your customer base. Great integrations and navigation. **What do you dislike about Vitally?** Not really a knock, but sometimes customer accounts have different names than in systems. **What problems is Vitally solving and how is that benefiting you?** I'm on the accounting team. Vitally helps to find data about customer account status (active / inactive), and houses relevant emails to be able to see the back and forth if a customer is not paying us. ### 48. If you need efficiency, you need Vitally. **Rating:** 5.0/5.0 stars **Reviewed by:** Katie S. | Customer Success Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** August 21, 2024 **What do you like best about Vitally?** Vitally allows me to focus on the most important parts of my clients - Customer Health. A centralized place to view your book of business, Vitally's well-thought-out functionality surpassed my expectations at first walkthrough. Widgets allow me to create my own dashboards, and seperation of accounts from the overall company and my own book of business allows me to visualize my own status with my clients as well as the organization. This has empowered myself and my team to be better prepared for client touchpoint calls, value reviews, and maintain an overall picture of our client health. I couldn't be happier! **What do you dislike about Vitally?** Integrations aren't perfect within CRMs like HubSpot, but I understand how difficult it is to have clear integrations with other platforms. NPS is limited without an upgrade, which we are paying quite a bit already. **What problems is Vitally solving and how is that benefiting you?** Vitally allows my organization to have client information at our fingertips so we can drive automated processes and focus less on manual implementations and communications. ### 49. Great software but takes some adjusting **Rating:** 4.0/5.0 stars **Reviewed by:** Alyssa R. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** September 10, 2024 **What do you like best about Vitally?** Vitally's UI is very familiar, it reminds me a bit of Notion. If you have used it before it will feel easier to create Hubs, Pages, and Tasks. I like having all my accounts and account info in one place as it reduces the amount of switching between Vitally and Salesforce. Vitally is also super collaborative which allows our team to become fully engrained and use it as a daily tool rather than just for account information. **What do you dislike about Vitally?** Vitally is still young and is building out its integrations. I'd love to see one with Zoom and more out of the box with Zapier and other task management softwares. **What problems is Vitally solving and how is that benefiting you?** Vitally houses all our CS information which is great because it currently lives in many places. Having one CRM designed for CS is definitely a game changer. ### 50. Enhanced team collaboration with Vitally **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** March 17, 2025 **What do you like best about Vitally?** Vitally provides a 360-degree view of customer health, making it easy to track key metrics and identify at-risk accounts. Additionally, the ability to automate repetitive tasks (like check-ins and follow-ups) saves time and ensures nothing falls through the cracks. **What do you dislike about Vitally?** Depending on your workflows, the volume of alerts and notifications can become overwhelming **What problems is Vitally solving and how is that benefiting you?** Identifying the most at risk accounts, along with keeping all of our customer information centralized in a single place for easy access and handoffs. ## Vitally Discussions - [What is Vitally used for?](https://www.g2.com/discussions/what-is-vitally-used-for) - [View Vitally pricing details and edition comparison](https://www.g2.com/products/vitally/reviews?page=2§ion=pricing&secure%5Bexpires_at%5D=2026-07-11+21%3A24%3A44+-0500&secure%5Bsession_id%5D=37d3d28e-ab1d-4580-b957-e5dcbdbea7c5&secure%5Btoken%5D=205fa43bb83a4b4b5ecba253a9424093e98b9e5e53c338e0ba3db295ae2c1ef9&format=llm_user) ## Vitally Integrations - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - [Amazon Redshift](https://www.g2.com/products/amazon-redshift/reviews) - [Calendar](https://www.g2.com/products/calendar/reviews) - [Fin](https://www.g2.com/products/fin/reviews) - [Gong](https://www.g2.com/products/gong/reviews) - [Google Cloud BigQuery](https://www.g2.com/products/google-cloud-bigquery/reviews) - [Google Workspace](https://www.g2.com/products/google-workspace/reviews) - [Help Scout](https://www.g2.com/products/help-scout/reviews) - [HubSpot Marketing Hub](https://www.g2.com/products/hubspot-marketing-hub/reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - [HubSpot Service Hub](https://www.g2.com/products/hubspot-service-hub/reviews) - [Jira](https://www.g2.com/products/jira/reviews) - [Looker](https://www.g2.com/products/looker/reviews) - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews) - [MySQL](https://www.g2.com/products/mysql/reviews) - [Pendo](https://www.g2.com/products/pendo-io-pendo/reviews) - [Recurly](https://www.g2.com/products/recurly/reviews) - [RetainSure](https://www.g2.com/products/retainsure/reviews) - [Salesforce Agentforce](https://www.g2.com/products/salesforce-agentforce/reviews) - [Salesforce Headless 360 Platform (formerly Salesforce Platform)](https://www.g2.com/products/agentforce-360-platform-formerly-salesforce-platform/reviews) - [Slack](https://www.g2.com/products/slack/reviews) - [Twilio Segment](https://www.g2.com/products/twilio-segment/reviews) - [Twilio SendGrid Email API](https://www.g2.com/products/twilio-sendgrid-email-api/reviews) - [Unthread](https://www.g2.com/products/unthread/reviews) - [Wati](https://www.g2.com/products/wati/reviews) - [Zendesk for Customer Service](https://www.g2.com/products/zendesk-for-customer-service/reviews) ## Vitally Features **Customer Information** - Customer Health Scores - Customer Monitoring - Customer Profiles - Playbooks - Customer Segments - Product Engagement - Surveys **Sales Team** - Flexible Sales Process - Training Mode - Playbooks **Onboarding Setup** - Workflows - Templates - Checklists **Predictions** - Churn Risk - Upsell Opportunities - Custom Triggers - Machine Learning **Intelligence** - Opportunity Identification - Zero-touch Renewals - Smart Content **Project Tracking** - Monitoring - Resources - Content - Tasks - Optimization **Platform** - Reporting & Dashboards - API & Integrations - Data Import & Export Tools - Workflow Capability - Notifications - Customization - Scalability - Data Security - Performance & Reliability - User, Role, and Access Management **Mapping** - Multiple Org Charts - Stakeholder Roles **Customer Engagement** - Portal - Engagement - Branding - Visibility - Collaboration **Generative AI** - AI Text Generation - AI Text Summarization **Agentic AI - Customer Revenue Optimization** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Agentic AI - Customer Success** - Multi-step Planning - Cross-system Integration - Natural Language Interaction - Proactive Assistance ## Top Vitally Alternatives - [ChurnZero](https://www.g2.com/products/churnzero/reviews) - 4.7/5.0 (1,590 reviews) - [Totango](https://www.g2.com/products/totango/reviews) - 4.3/5.0 (1,140 reviews) - [Planhat](https://www.g2.com/products/planhat/reviews) - 4.5/5.0 (928 reviews)