I really like that there's the ability to create documents and project checklists that you can share with customers. I like being able to use our templated documents for different initiatives across different customers. If there's a checklist of tasks to be done, we can also have templated project tasks included in those documents. It's great that we can both be mutually accountable because we can both see the list.

I really like the customizations of Vitally. It is very flexible, allowing me to bring in metrics and configure it to have the information I need. It is quite adaptable in terms of consolidating everything in one place, which makes managing and controlling daily demands much easier. Vitally is also incredibly intuitive; even more complex processes are easy to carry out. I like the help tools and the chat, which make the initial setup and continuous use very smooth. Additionally, Vitally provides me with insights that help better control retention and our base, allowing for a more predictive and proactive approach in customer relations.

I love the ability to create any custom view or dashboard that I could need. I have different views set up for so many different use cases, and I love that the data is shared across all of the views. I enjoy sorting my tasks either by status, category, or customer to prioritize my day as needed. Creating custom dashboards helps me track data that's meaningful to me, like accounts grouped by account manager, location, or health scores over time. Managing all my customer records, tasks, resources, and more in one place helps me stay organized. I also find it extremely easy to explore and figure out as an end user.