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."

Customer Success Manager
,
MonkeyLearn
Diego ‘Colo’ Ventura
“Of the Customer Success tools that I’ve tried, Vitally is the one that spoke the most to the Customer Success Manager in me.”
Customer Success Director
,
Grata
Domila McFarlane
"Vitally has solved the original problem that 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."
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."
VP of Customers
,
Customer.io
Natalie Onions
"When we think about the number of contracts we have been able to renew due to those reminders and Playbooks, I think the return on investment we have had from Vitally has been pretty massive."
Senior Director of Customer Success
,
Productboard
John Henwood
"We didn't need a data team or operations experts to do lots of integrations. Vitally's integrations are very much plug and play."
Get started with Vitally today

Schedule a personalized demo today.

Thank you!

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

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