How to Create a Vitally View

Automation

Increase your CS team's productivity by automating account assignment, customer segmentation, and other manual tasks.

Discussions

Easily loop in your team to collaborate on feedback, questions, and more.

Notes

Track and stay ahead of customer needs while also keeping your organization informed on important updates.

Projects

Stay aligned on every detail with your team and customers. Keep track of progress, share deadlines, and drive success.