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NEW
Now Introducing Vitally Custom Surveys

A New Era for Customer Success Productivity

Vitally is anything but traditional. It’s the only all-in-one platform that combines real-time customer data with dedicated workspaces and automation to maximize productivity for Customer Success and beyond.

 

Where Customer Success Gets Done. Faster.

It can be difficult and expensive to keep track of customer data. Vitally removes that complexity. Quickly connect customer data to work, enabling your teams to accurately inform and execute their Customer Success strategies, processes, and workflows.

The

Customer

Success

Platform

that

Maximizes

Productivity

Visibility

Collaboration

Boost Team Productivity

Centralize all the capabilities you expect from best-in-class productivity tools with all of your customer data.

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Your Hub For Important Work

Ensure that everyone has easy access to all the information that’s relevant to their work, at all times. Hubs give each individual and team their own workspace to organize customer data, Docs, Projects, Dashboards, and more.

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Automate Work Your Way

Keep work flowing with Vitally's Visual Workflow Builder. Construct powerful workflows on an open canvas to reduce human touch points and accelerate successful outcomes at scale.

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Keep Projects On Track

Projects are built to help Customer Success teams operate with clarity and speed. Stay aligned on every detail. Reduce work with templates and automation. Share progress. Hit your deadlines.

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Smarter Notes for Smarter Teams

Flexible Notes make it easy for your team to keep customer records up-to-date with critical context. Start and end every customer interaction with the information that matters.

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Put Knowledge On-Demand

Centralize all of your team's processes and documentation with a shared Knowledge Base for delivering consistent customer experiences at scale.

Unlock Real-Time Visibility

Always keep your finger on the pulse. Equip your team with real-time data, alerts, and reporting on customer interactions from across your tech stack.

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Integrate Data With Confidence

Unify your customer data into a single platform. Connect with ease and stay connected with Vitally’s best-in-class integrations.

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Take a Deep Dive into Your Accounts

Vitally 360 Views give you an instant look into all the activities, data, and insights to better understand your accounts, users, and more.

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Health Scores for Every Segment

Build and update actionable Health Scores for every customer segment. Maintain an accurate picture of individual and aggregate customer health for every lifecycle stage, payment plan, market segment, and more.

Dashboards Icon

Actionable, Real-Time Dashboards

Make key information immediately available and easy to digest for both internal teams and customers. Measure performance across your team, customers, products, and business.

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Track Customer Impact with Goals

Use Goals to measure the effectiveness of your team’s work on customer outcomes. Apply Goals for all your accounts and organizations manually or via Playbook automation.

Strengthen Collaboration

Customers and Customer Success teams work better together. Enhance customer experiences and increase time to value through collaborative communication in a shared workspace.

Docs Icon

Docs Powered by Customer Data

Docs make it easier than ever to collaborate and communicate with customers in a real-time, dynamic workspace. Streamline work and insights by embedding Projects, Tasks, and any other important customer data.

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Omnichannel Conversations

Strike an intelligent balance between manual and automated customer engagement. Auto-schedule Conversations to prompt action at key moments, while personalizing as needed.

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Gather & Analyze Customer Feedback

Use Vitally Surveys to understand how your customers are feeling across their entire journey. Build and send custom surveys to uncover insights, gather feedback, and much more.

Boost Team Productivity

Centralize all the capabilities you expect from best-in-class productivity tools with all of your customer data.

Hubs Icon

Your Hub For Important Work

Ensure that everyone has easy access to all the information that’s relevant to their work, at all times. Hubs give each individual and team their own workspace to organize customer data, Docs, Projects, Dashboards, and more.

Projects Icon

Keep Projects On Track

Projects are built to help Customer Success teams operate with clarity and speed. Stay aligned on every detail. Reduce work with templates and automation. Share progress. Hit your deadlines.

Notes Icon

Smarter Notes for Smarter Teams

Flexible Notes make it easy for your team to keep customer records up-to-date with critical context. Start and end every customer interaction with the information that matters.

Team Docs Icon

Put Knowledge On-Demand

Centralize all of your team's processes and documentation with a shared Knowledge Base for delivering consistent customer experiences at scale.

Playbooks Icon

Automate Work Your Way

Keep work flowing with Vitally's Visual Workflow Builder. Construct powerful workflows on an open canvas to reduce human touch points and accelerate successful outcomes at scale.

Image of Hub in VitallyImage of a Project in VitallyImage of Notes in VitallyImage of a Knowledge Base Doc in VitallyImage of Automation in Vitally

Unlock Real-Time Visibility

Always keep your finger on the pulse. Equip your team with real-time data, alerts, and reporting on customer interactions from across your tech stack.

Integrations Icon

Integrate Data With Confidence

Unify your customer data into a single platform. Connect with ease and stay connected with Vitally’s best-in-class integrations.

360 Profile Icon

Take a Deep Dive into Your Accounts

Vitally 360 Views give you an instant look into all the activities, data, and insights to better understand your accounts, users, and more.

Health Scores Icon

Health Scores for Every Segment

Build and update actionable Health Scores for every customer segment. Maintain an accurate picture of individual and aggregate customer health for every lifecycle stage, payment plan, market segment, and more.

Dashboards Icon

Actionable, Real-Time Dashboards

Make key information immediately available and easy to digest for both internal teams and customers. Measure performance across your team, customers, products, and business.

Goals Icon

Track Customer Impact with Goals

Use Goals to measure the effectiveness of your team’s work on customer outcomes. Apply Goals for all your accounts and organizations manually or via Playbook automation.

Image of Vitally IntegrationsImage of Account 360 Views in VitallyImage of Health Scores in VitallyImage of Dashboards in VitallyImage of Goals in Vitally

Strengthen Collaboration

Customers and Customer Success teams work better together. Enhance customer experiences and increase time to value through collaborative communication in a shared workspace.

Docs Icon

Docs Powered by Customer Data

Docs make it easier than ever to collaborate and communicate with customers in a real-time, dynamic workspace. Streamline work and insights by embedding Projects, Tasks, and any other important customer data.

Conversations Icon

Omnichannel Conversations

Strike an intelligent balance between manual and automated customer engagement. Auto-schedule Conversations to prompt action at key moments, while personalizing as needed.

Surveys Icon

Gather & Analyze Customer Feedback

Use Vitally Surveys to understand how your customers are feeling across their entire journey. Build and send custom surveys to uncover insights, gather feedback, and much more.

Image of Vitally DocsImage of Conversations in VitallyImage of Surveys in Vitally

Don’t Just Take Our Word For It

G2 customers have repeatedly ranked Vitally #1 in Best Results for Fastest Time to ROI and Fastest Time to Go Live.

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Time to Estimated ROI

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Time to Go Live

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Leading the Future of Customer Success

“I would absolutely recommend Vitally. I think that as an admin…it is a simple tool, but it's really powerful at the same time. You can do a lot without having to have a huge team doing an administration on the backend.”

Linnea Olson

Linnea Olson

Customer Success Operations Manager

"With Vitally we can automate where we need to automate, and spend our time where we need to spend our time. It's made us way more efficient."

Jared McCoskey

Jared McCoskey

Director of Customer Success

“We have every one of our CSMs using Vitally. It took us maybe a month or two to get up to speed where we had virtually everyone using it, but at this point, it is the core tool that our CS team uses to get their work done.”

Chris Schwass

Chris Schwass

Director of Customer Revenue Operations

“We're seeing an increase in customer renewal deals converting. We're seeing an increase in expansion revenue, and again, that all goes back to having Vitally, and having a place to manage those processes.”

Amelia Mehaffey

Amelia Mehaffey

Customer Success and Experience Team Lead

"Vitally has solved the original problems we had, which was: understanding what our customer engagement is, how we're building our relationships with our customers, tracking who is in charge of particular accounts, and tracking how much they're paying."

Domila McFarlane

Domila McFarlane

Customer Success Director

"If we don't give Customer Success teams all the ammunition they need to actually go ahead and help customers, the whole idea behind having a Success team is just moot."

Syed Asad

Syed Asad

VP of Sales and Success

"After implementing Vitally, expansion MRR definitely increased. It's this overwhelming feeling of relief that we have a complete customer picture with one click."

Martin Kõiva

Martin Kõiva

CEO

“What makes Vitally different is how you can parse all that data. The views are so powerful, [telling] me everything I need to know in one single click.”

Star Hofer

Star Hofer

Former Chief Customer Officer

“We wanted to try out a new [Customer Success Platform], some new player on the block who could give us an edge. [The platform] that fit our culture and our needs the best was Vitally.”

Nikolas Artadi

Nikolas Artadi

Business Solution Analyst

"We didn't need a data team or operations experts to do lots of integrations. Vitally's integrations are very much plug and play."

John Henwood

John Henwood

Senior Director of Customer Success

“We’re the CRM for car washes, but we need the CRM for Customer Success.”

Henry Simon

Henry Simon

Customer Success Manager

"The platform is fun to play with, it's very self-service and very quick to onboard. The ease of use sets Vitally apart."

Azelie Pouliot

Azelie Pouliot

Director of Client Services

“Customer Success actually holds the top four biggest deals in company history, all driven through expansion generating north of $250K ARR.”

Ben Francis

Ben Francis

Head of Customer Success

“I have recommended Vitally to many leaders of Customer Success organizations because we have had such phenomenal results using it ourselves.”

Nick Raushenbush

Nick Raushenbush

COO

“From an expansion standpoint, Vitally has been extraordinarily helpful."

Vicki Sorensen

Vicki Sorensen

Global Head of Customer Success

"Our team now really works solely out of Vitally. Instead of being in our inbox all day, we're able to be proactive."

Hope Supernic

Hope Supernic

Director of Customer Success

Level Up Your Success

Grow your Customer Success processes with expert advice and training.

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Success Network

A community-focused content hub featuring tips and innovative strategies from top thought leaders in CS.

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Vitally Academy

Explore features and learn the foundations of Vitally with our video training series and on-demand tours.

Ready to Put Your Data To Work?

Take a live look at Vitally's Customer Success Platform to learn how your data can help your teams and customers achieve greater success.