What I liked most about Vitally today is that I can connect it to Zapier and automate tickets or client issues. Vitally’s connectivity with other platforms for pulling data through automation is amazing! Review collected by and hosted on G2.com.

Just some small design and column layout/display details — nothing major. Review collected by and hosted on G2.com.

Easy to use and support is fast and responsive. Their blue prints make initial set up so easy and saves time. Review collected by and hosted on G2.com.

Not as robust as other tools for calculating data. Review collected by and hosted on G2.com.

The level of customization allowed in custom Traits and Playbooks is a game-changer. Review collected by and hosted on G2.com.

Automations related to Surveys (specifically post-survey alerts, follow-ups, etc) is somewhat limited and has untapped potential. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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! Review collected by and hosted on G2.com.

I love the customizability. Anything you want to see, as long as you can get it connected, you can look at for your customers. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Simple yet sophisticated for everyday use Review collected by and hosted on G2.com.

Sometimes it lags, likely because there is a lot of data stored in it. Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

It was a little difficult to understand at first. But regular use made it very easy to understand where i can get specific info. Review collected by and hosted on G2.com.

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! Review collected by and hosted on G2.com.

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! Review collected by and hosted on G2.com.

Playbook ability and analytics on different email templates. Review collected by and hosted on G2.com.

Can be slow and clunky with large data sets. Review collected by and hosted on G2.com.

How you can create your own hubs and views. Number of features available. Review collected by and hosted on G2.com.

I wish there was a way to grant someone certain access without giving it all. Review collected by and hosted on G2.com.