Empower your B2B Customer Success team to create best-in-class customer experiences with powerful analytics, automation, and project management capabilities.
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Don't compromise between power and ease-of-use. Get your team up and running quickly with plug-and-play integrations and project templates, then create bespoke customer experiences with customization and automation that scales.
Vitally unifies customer data across your tech stack so you can proactively identify trends and leverage insights for a world-class customer experience. Think CRM, product analytics, support tickets, emails, NPS, and revenue data—all in one tab.
From QBRs and onboardings to renewals and day-to-day troubleshooting, our proprietary health scoring model and Account 360 profiles will set your team up for success in any situation.
Save time, standardize operations, and master one-to-many Customer Success with automated Playbooks that cover everything from internal workflows to external customer communications.
Learn more about automationExpertly manage and collaborate on mission-critical initiatives throughout the customer lifecycle with Projects.
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From project management and tasks to account health and revenue—and everything in-between—enhance visibility and maximize your team’s performance with actionable reports and dashboards.
Sync customer data from tools across your tech stack in a matter of minutes—without tapping in engineering, operations, or IT for assistance.
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Schedule a personalized demo today.
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