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Vitally

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686 reviews
  • 1 profiles
  • 3 categories
Average star rating
4.5
Serving customers since
2017
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Profile Name

Star Rating

511
157
13
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2

Vitally Reviews

Review Filters
Profile Name
Star Rating
511
157
13
3
2
SE
Samy E.
03/02/2026
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review
Translated Using AI

Centralized CRM Platform with Useful Customization

I love the dashboard, the tasks, and the possible customization with Vitally. It helps us by centralizing our clients' information and facilitating work organization.
Mark J. B.
MB
Mark J. B.
Legal Engineer at DocJuris
02/17/2026
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Incredibly Customizable—Flexible Control When You Need It

I love the ability to customize just about anything.
Verified User in Financial Services
AF
Verified User in Financial Services
02/16/2026
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Powerful Playbooks and Email Template Analytics

Playbook ability and analytics on different email templates.

About

Contact

HQ Location:
New York

Social

@vitally_io

What is Vitally?

Vitally helps B2B SaaS teams like Segment, Zapier, and Productboard to deeply understand their customers and empower every customer success manager to 10x their effectiveness through powerful assistive automation. By quickly unifying disparate product and customer data into an incredibly powerful and easy-to-use platform, Vitally allows teams to rapidly implement better customer success processes and have an immediate impact.

Details

Year Founded
2017
Website
vitally.io