A New Era For
Customer Success
Productivity

The first platform designed specifically for today's Customer Success team. Operate with unparalleled efficiency, improve NRR, deliver best-in-class customer experiences, and get more work done.

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Trusted by leading B2B Customer Success Teams

Where Customer Success
Gets Work Done

Customer Success teams today are facing a problem: how do they connect customer data back to their work?

Vitally changes that. Vitally is a new kind of Customer Success platform. An all-in-one collaborative workspace that combines your customer data with all the capabilities you expect from today's project management and work platforms.

 

The Customer Success Platform that Maximizes Productivity, Visibility, and Collaboration

Boost Team Productivity

Centralize all the capabilities you expect from best-in-class productivity tools with all of your customer data.

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Your Hub For Important Work

Ensure that everyone has easy access to all the information that’s relevant to their work, at all times. Hubs give each individual and team their own workspace to organize customer data, Docs, Projects, Dashboards, and more.
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Keep Projects
On Track

Projects are built to help Customer Success teams operate with clarity and speed. Stay aligned on every detail. Reduce work with templates and automation. Share progress. Hit your deadlines.
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Smarter Notes for Smarter Teams

Flexible Notes make it easy for your team to keep customer records up-to-date with critical context. Start and end every customer interaction with the information that matters.
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Put Knowledge On-Demand

Centralize all of your team's processes and documentation with a shared Knowledge Base for delivering consistent customer experiences at scale.
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Automate Work Your Way

Keep work flowing with Vitally's Visual Workflow Builder. Construct powerful workflows on an open canvas to reduce human touch points and accelerate successful outcomes at scale.
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Unlock Real-Time Visibility

Always keep your finger on the pulse. Equip your team with real-time data, alerts, and reporting on customer interactions from across your tech stack.

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Integrate Data with Confidence

Unify your customer data into a single platform. Connect with ease and stay connected with Vitally’s best-in-class integrations.
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Health Scores For Every Segment

Build and update actionable Health Scores for every customer segment. Maintain an accurate picture of individual and aggregate customer health for every lifecycle stage, payment plan, market segment, and more.
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Actionable, Real-Time Dashboards

Make key information immediately available and easy to digest for both internal teams and customers. Measure performance across your team, customers, products, and business.
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Increase Customer Collaboration

Customers and Customer Success teams work better together. Enhance customer experiences and increase time to value through collaborative communication in a shared workspace.

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Docs Powered by Customer Data

Docs make it easier than ever to collaborate and communicate with customers in a real-time, dynamic workspace. Streamline work and insights by embedding Projects, Tasks, and any other important customer data.
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Omnichannel Conversations

Strike an intelligent balance between manual and automated customer engagement. Auto-schedule Conversations to prompt action at key moments, while personalizing as needed.
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Experts Say it Best

Pleo

“We wanted to try out a new [Customer Success Platform], some new player on the block who could give us an edge. [The platform] that fit our culture and our needs the best was Vitally.”

Nikolas Artadi
Business Solution Analyst
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Salesfloor

"The platform is fun to play with, it's very self-service and very quick to onboard. The ease of use sets Vitally apart."

Azelie Pouliot
Director of Client Services
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Shogun

“I have recommended Vitally to many leaders of Customer Success organizations because we have had such phenomenal results using it ourselves.”

Nick Raushenbush
COO
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User Interviews

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

Hope Supernic
Director of Customer Success
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PartnerStack

“What makes Vitally different is how you can parse all that data. The views are so powerful, [telling] me everything I need to know in one single click.”

Star Hofer
Former Chief Customer Officer
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Rinsed

“We’re the CRM for car washes, but we need the CRM for Customer Success.”

Henry Simon
Customer Success Manager
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Leading the Future of Customer Success

Success Starts Here

All the resources you need for building Customer Success that scales.

Future of Customer Success Blog

Customer Success is always evolving. Vitally can help you stay ahead of the curve. Hear stories, interviews, best practices, and more from the Customer Success leaders shaping the industry.

Visit the Blog
Tools & Calculators

Run the numbers, then run them again. Explore Vitally’s library of free interactive tools. Measure the impact of churn and net renewal rate, while also seeing what an increase in CS productivity can do for your team.

Measure Your Success
Virtual & In-Person Events

We’re looking forward to seeing you. Attend upcoming events with today’s most influential B2B Customer Success Leaders. Or, access past Vitally Digital Events on-demand.

See our Events
Blueprint Library

Vitally has your Blueprints for Success. Explore our Blueprint Library to see how leading Customer Success practitioners jumpstart their Customer Success Productivity with Vitally.

Explore Blueprints

Boost Your Customer Success Productivity Now

Sign up for a quick demo to see what Vitally can do to your improve your Customer Success organization.