Scale Customer Success operations with automation

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

Thank you!

We have received your request and will process it as soon as possible.

Oops! Something went wrong while submitting the form.

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 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."

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."
Customer Success Manager
,
MonkeyLearn
Diego ‘Colo’ Ventura
“Of the Customer Success tools that I’ve tried, Vitally is the one that spoke the most to the Customer Success Manager in me.”
Business Solution Analyst
,
Pleo
Nikolas Artadi
“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.”
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."
Customer Success and Experience Team Lead
,
Getro
Amelia Mehaffey
“One of my goals that I wanted to achieve in bringing Vitally on was helping my CS team become a revenue driving team, and we are well on track to do that at this point. We're seeing an increase in customer renewal deals converting. We're seeing an increase in expansion revenue, and again, that all goes back to having Vitally, and having a place to manage those processes.”
Get started with Vitally today

Schedule a personalized demo today.

Thank you!

We have received your request and will process it as soon as possible.

Oops! Something went wrong while submitting the form.
Vitally logo icon
Talk to Sales