Scale Customer Success operations with automation

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

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Active playbooks - Vitally product elements

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.

Managed account customer view - Vitally product elements

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

VP of Customers
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."

Nick Raushenbush
“I have recommended Vitally to many leaders of Customer Success organizations because we have had such phenomenal results using it ourselves.”
Darren Chait
"The value Hugo is seeing since we have implemented Vitally is really just 'business value': it's more activated customers, better retained customers, happier and more satisfied customers, and in turn that means greater revenue."
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."
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."
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."
Get started with Vitally today

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