This is a great product to increase visibility into all of our customers. Review collected by and hosted on G2.com.

Would like the filtering to be more dynamic. Review collected by and hosted on G2.com.

Easy to see when accounts need action, great reminders of tasks due and easy to read account history and provider better customer support. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

In general, I believe the time it takes to update the information comes from the integrations. Review collected by and hosted on G2.com.

Ease of use, customizable options, an attractive UI, and many great features. Review collected by and hosted on G2.com.

This is such great software, I can't think of anything. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

It allows me to view comprehensive, 360-degree information about our customers. It's ideal for creating automations and follow-ups. Review collected by and hosted on G2.com.

I would like it to have more native integration options with other tools. Review collected by and hosted on G2.com.

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! Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Since implementing Vitally, our customer retention has improved Review collected by and hosted on G2.com.

We find it's quite expensive for what you get Review collected by and hosted on G2.com.

Easy to integrate all data about a customer, to keep track of the health of your customer base. Great integrations and navigation. Review collected by and hosted on G2.com.

Not really a knock, but sometimes customer accounts have different names than in systems. Review collected by and hosted on G2.com.