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Vitally

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705 reviews
  • 1 profiles
  • 3 categories
Average star rating
4.5
Serving customers since
2017
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Vitally Reviews

Review Filters
Profile Name
Star Rating
528
159
13
3
2
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.
Marcos C.
MC
Marcos C.
02/12/2026
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Powerful Filters That Make Visualizing Outcomes Easy

The filters, with it you can visualize many outcomes
Andres d.
AD
Andres d.
02/11/2026
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review

User-Friendly and Effective for KPI Tracking

I use Vitally to track my client accounts and keep them well organized. It really helps me see which accounts are in poor health or good health and identify which ones to follow up on. I find it very user-friendly, and it works well for my KPIs. I can tell right away which accounts are in danger of churning so I can immediately reach out to them. The initial setup was great and easy, thanks to the school tutorial provided, making it straightforward to get started.

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