Quit piecing it together. Just ask Quin.
Quin brings together the customer context already inside Vitally so you can ask, understand, and act across your book of business.
Trusted by 600+ Leading Customer Success Teams
Understand what matters. Then put Quin to work.
Quin works from the customer context already inside Vitally to help you answer questions, make better decisions, and take action without starting from scratch.
Customer context already built in
No rebuilding the story every time you ask a question.
One view across your customer data
Get more relevant interactions because Quin can draw from the customer history, product usage, conversations, meetings, and workflows already in Vitally.
Turn answers into action
Ask Quin to draft emails, capture meeting notes and next steps, create tasks, update CRM fields, and move customer work forward.
Productivity
Simple workflows, exceptional results
Vitally combines your data, teams, and customers into a single platform to maximize successful business outcomes.
Powerful automation
Build Playbooks to automatically manage everything from CSM assignment, task creation, and much more.
Agile project management
Keep customers on the right track through every Project milestone and point of the customer journey.
Personalized experience
Organize your workspace like never before with focused Hubs for your teams, processes, and more.
Collaboration
Work towards shared success
Ensure your team and customers are aligned on business objectives and essential tasks with collaboration tools.
Collaborative docs
Connect your data and customers to share information, complete tasks, and work towards mutual success.
Real-time feedback
Distribute custom surveys to gather product insights and capture feedback that inform strategies and processes.
Smarter meetings
Connect your calendar to visualize your schedule, track attendance, add detail important notes.
Visibility
Analyze and measure CS impact
Connect data from across your tech stack with CS insights to tailor processes and strategies for achieving revenue growth.
Natively integrate
Easily connect your tech stack to surface insights from your product, CRM, comms, and more.
Dynamic health scores
Accurately visualize customer health with scores based on current lifecycle stage or segment.
Powerful reporting
Create beautiful dashboards to showcase KPIs, team performance, and the impact of Customer Success.
Be present. Let Vitally handle the follow-through.
Capture what happens in customer conversations, turn it into usable context, and let Quin help carry that context into what happens next.
AI-powered meetings
Capture summaries, decisions, risks, and next steps.
Context that stays connected
Meeting intelligence becomes part of the customer story Quin can work from.
Faster follow-through
Move from conversation to action without rebuilding everything afterward.
Productivity
Simple Workflows, Exceptional Results
Vitally combines your data, teams, and customers into a single platform to maximize successful business outcomes.
Powerful Automation
Build Playbooks to automatically manage everything from CSM assignment, task creation, and much more.
Agile Project Management
Keep customers on the right track through every Project milestone and point of the customer journey.
Personalized Experience
Organize your workspace like never before with focused Hubs for your teams, processes, and more.
Collaboration
Work Towards Shared Success
Ensure your team and customers are aligned on business objectives and essential tasks with collaboration tools.
Collaborative Docs
Connect your data and customers to share information, complete tasks, and work towards mutual success.
Real-Time Feedback
Distribute custom surveys to gather product insights and capture feedback that inform strategies and processes.
Smarter Meetings
Connect your calendar to visualize your schedule, track attendance, add detail important notes.
Visibility
Analyze and Measure CS Impact
Connect data from across your tech stack with CS insights to tailor processes and strategies for achieving revenue growth.
Natively Integrate
Easily connect your tech stack to surface insights from your product, CRM, comms, and more.
Dynamic Health Scores
Accurately visualize customer health with scores based on current lifecycle stage or segment.
Powerful Reporting
Create beautiful dashboards to showcase KPIs, team performance, and the impact of Customer Success.
The context is already here from across your tech stack
Because Quin lives inside Vitally, it can work from the customer data and workflows your team already uses.
Built for real customer work
“The concept of being a truly strategic CSM was impossible before. With the AI features in Vitally, now they actually have the time and visibility to do the work they were hired to do.”
Larry Hogan
Global Vice President of CS & Support
“Since we started managing our QBR and renewal processes through Vitally, we also noticed a 20% decrease in monthly churn between the first half and the second half of 2023.”
Alisa Feng
Head of Customer Success
“This end-to-end automation for customer messaging is significant for us because now it saves our CSMs time and allows them to spend more time on identifying risk proactively.”
Chris Schwass
Director of Customer Revenue Operations
