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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See What's New

Collaborate Like Never Before With Docs

Streamline visibility of data insights, mission-critical tasks, and cross-organizational communication to provide best-in-class customer experiences.

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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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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."

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."
Senior Director of Customer Success
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."
Customer Success and Experience Team Lead
Amelia Mehaffey
“One of my goals that I wanted to achieve in bringing Vitally on was helping my CS team become a revenue driving team, and we are well on track to do that at this point. 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.”
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 Customer Success
Mark Stagi
"I can sleep at night [with Vitally] because now we can focus on what we love to do, which is talking to customers and driving that value, and not trying to figure out exactly how they're using us and what features are getting used or not. That's all at our fingertips right now."
Get started with Vitally today

Schedule a personalized demo today.

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