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.

Managed account customer view - Vitally product elements

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

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.”

Director of Customer Success
,
CompanyCam
Jared McCoskey
"With Vitally we can automate where we need to automate, and spend our time where we need to spend our time. It's made us way more efficient."
Customer Success Director
,
Grata
Domila McFarlane
"Vitally has solved the original problem that we had which was, understanding what our customer engagement is, how we're building our relationships with our customers, tracking who is in charge of particular accounts, and tracking how much they're paying."
CEO
,
ikas
Mustafa Namoğlu
“We started to talk about data instead of personal guesses and personal wishes. It's always good to have those KPIs and data about the customers’ progress and success.”
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."
CEO
,
Klaus
Martin Kõiva
"After implementing Vitally, expansion MRR definitely increased. It's this overwhelming feeling of relief that we have a complete customer picture with one click."
Get started with Vitally today

Schedule a personalized demo today.

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