Scale Customer Success operations with automation

Maximize your team’s bandwidth and automate exceptional customer experiences with Playbooks.

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Put workflows on autopilot

Multiply your team's output ten-fold, without adding headcount, using automated workflows.

Intelligent customer assignment

Dynamically assign ownership of any customer from a pool of CSMs and ensure workloads are balanced.

Dynamic task assignment

Guarantee everyone on your team focuses their efforts on the right tasks at the right times.

Quarterly check-in

Execute customer engagement with ease

Time customer engagement efforts to a T and improve customer outreach.

Automated, personalized emails

Auto-schedule editable, personalized conversations with the right users at the right accounts.

NPS surveys

Automatically trigger in-app NPS surveys to fire when a health score changes or customers meet another pre-defined condition.

Minimize churn, maximize upsells

 Automatically alert your team to customers in opportunity or risk states.

Risk and opportunity alerts

Indicators allow you to automatically detect inactivity and high-potential trials.

Account segmentation without limits

Auto-organize customers across dozens of data points and compare MRR, churn, product usage, and more.

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See the features that have leading Customer Success teams switching to Vitally

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Project Management

Keep your team focused on wider goals and own daily results with super flexible tasks.
Polygon corp health

Customer Health

Accurately understand customer health, identify churn risks and upsell opportunities.
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Automation

Maximize workflow and automate exceptional customer experiences with Playbooks.
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Reporting & Analytics

Create reports and custom metrics that ensure your customers are trending in the right direction.
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NPS Surveys & Analytics

Gather invaluable feedback, send targeted surveys, and analyze user satisfaction.
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Customer 360

Build a single, 360° view of each customer and access actionable insights with Vitally’s intuitive dashboard.
COO
,
Shogun
Nick Raushenbush

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

Read Customer Story
CEO
,
Klaus
Martin Kõiva
"After implementing Vitally, expansion MRR definitely increased. It's this overwhelming feeling of relief that it's very easy have a complete customer picture with one click."
Read Customer Story
COO
,
Shogun
Nick Raushenbush
“I have recommended Vitally to many leaders of Customer Success organizations because we have had such phenomenal results using it ourselves.”
Read Customer Story
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."
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Customer Success Lead
,
Pencil
Chase Mohseni
"We've minimum 3x'ed, if not 5x'ed, our ability to be in more places at once and actually do the core of our job, which is just decreasing time to value for customers, and making them feel excited about working with pencil.”
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VP Customer Success & Sales
,
Foleon
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."
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Get started with Vitally today

Schedule a personalized demo today.

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