I like that Vitally keeps everything organized. I also like that there's an AI component that helps me track insights I might not take notice on my own and points me to the right direction to move forward with my customers, based on their needs. The integration with my emails is great because it automatically pulls in conversations. I love the Vitally widget customization as well, which allows me to only look at important data which is valuable to me. I also appreciate the option to store both internal and external projects within Vitally, allowing me to work from a single platform. This prevents me from wasting time on manual work like copying and pasting interactions, and helps me store and manage project documents efficiently, with clear roles and responsibilities. The AI insights help me create a plan of action to follow with my customers, making Vitally crucial to my role as a CSM. The initial setup was relatively straight forward and had easy-to-follow steps.

I love Vitally's simple interface because it makes using the application easy. I really like the templates since they make repetitive work a lot less straining on my day-to-day tasks. The Playbooks are really easy to use and they help create consistency in managing regular tasks for customers. I also appreciate that Vitally is constantly trying to release new features to better help their customers.

I really like the possibilities to create any dashboards according to my needs, and especially the AI Copilot has been saving Customer Success so much time. The main highlight for me would be the AI Copilot as it is my main favorite feature. It helps with my work by managing tasks after calls, logging notes, post checks, follow-up emails, and reminders, ultimately saving me a significant amount of time.