Accelerate Customer Success for B2B SaaS

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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The most powerful Customer Success teams are powered by Vitally

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Strikingly simple, strikingly powerful

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.

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Real-time visibility into your book of business

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.

Unlock next-level customer insights

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.

Overall customer health
1-to-many Customer Success

White-glove experiences at scale

Save time, standardize operations, and master one-to-many Customer Success with automated Playbooks that cover everything from internal workflows to external customer communications.

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1-to-1 Customer Success

Hit more milestones with Projects

Expertly manage and collaborate on mission-critical initiatives throughout the customer lifecycle with Projects.

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More visibility, more Customer Success wins

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.

Easily integrate without interruption

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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Director of Customer Success
User Interviews
Hope Supernic

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

Darren Chait
"The value Hugo is seeing since we have implemented Vitally is really just 'business value': it's more activated customers, better retained customers, happier and more satisfied customers, and in turn that means greater revenue."
VP of Sales and Success
Syed Asad
"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."
Martin Kõiva
"After implementing Vitally, expansion MRR definitely increased. It's this overwhelming feeling of relief that we have a complete customer picture with one click."
Customer Success Lead
Chase Mohseni
"We've minimum 3x'ed, if not 5x'ed, our ability to be in more places at once and actually do the core of our job, which is just decreasing time to value for customers, and making them feel excited about working with pencil.”
VP Customer Success & Sales
Sam Brown
"Within the first day, we were already able to see insights we had never been able to see before. Our retention is about 25% better, and expansion is 50% more. We have seen both CSAT and NPS increase substantially over the last 7 or 8 months since using Vitally."
Get started with Vitally today

Schedule a personalized demo today.

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We have received your request and will process it as soon as possible.

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