Items tagged
Vitally Updates
Introducing Blueprints: Ready-to-Use Templates Powered by CS Experts
Vitally Updates

Introducing Blueprints: Ready-to-Use Templates Powered by CS Experts

Discover the Blueprint Library — expert-built templates to help Customer Success teams launch faster, standardize workflows, and scale with ease.

Rachel Sheldon
October 29, 2025
Introducing Vitally AI, Your AI Copilot for Customer Success
Vitally Updates

Introducing Vitally AI, Your AI Copilot for Customer Success

We’re excited to share the launch of Vitally AI — the purpose-built AI for Customer Success. Learn more about the benefits of our suite of AI CS features including Vitally’s AI Meeting Recorder.

Rachel Sheldon
July 15, 2025
Vitally Named the Leading Customer Success Platform of G2’s Top 50 Project Management Tools of 2025
Vitally Updates

Vitally Named the Leading Customer Success Platform of G2’s Top 50 Project Management Tools of 2025

Vitally ranked 18th on G2's list, joining Smartsheet, Asana, Airtable, and Slack. Most notably, Vitally is the highest and only ranked Customer Success Platform.

Jeff Chase
February 19, 2025
The Fall Drop: Better Just Got Better
Vitally Updates

The Fall Drop: Better Just Got Better

Introducing Vitally's Fall Drop, our latest release of best-in-class Customer Success features tailored for today’s Customer Success teams.

Rachel Sheldon
October 30, 2024
Improve Visibility on Customer Interactions by Connecting Thena to Vitally
Vitally Updates

Improve Visibility on Customer Interactions by Connecting Thena to Vitally

Introducing a new integration with Thena to sync your customer interactions from Slack, Email, Microsoft Teams, and more directly into Vitally.

Mary Lim
August 26, 2024
Power Your Business Strategies and Customer Experiences with Custom Surveys
Vitally Updates

Power Your Business Strategies and Customer Experiences with Custom Surveys

Introducing Custom Surveys — a fully integrated survey solution built directly into Vitally to seamlessly gather insights from your customers so you never need to manually connect the dots again.

Rachel Sheldon
June 25, 2024
Track the Impact of Your Customer Success Operations and Demonstrate ROI with Goals
Vitally Updates

Track the Impact of Your Customer Success Operations and Demonstrate ROI with Goals

Introducing Goals, a new way for Customer Success teams to effortlessly set, track, and measure the outcomes of their strategies and activities to clearly demonstrate their impact on their business and customers.

Rachel Sheldon
May 20, 2024
Letter From the CEO: What It Takes to Survive (and Thrive) in Customer Success
Vitally Updates

Letter From the CEO: What It Takes to Survive (and Thrive) in Customer Success

Last week marked a significant moment in the Customer Success industry. I wanted to share my perspective on this change, how we're embracing it, and the milestones we've recently achieved.

Jamie Davidson
March 4, 2024
Track and Manage Issues with the Vitally Jira Integration
Vitally Updates

Track and Manage Issues with the Vitally Jira Integration

We’re excited to announce the launch of our native Jira integration that seamlessly tracks and manages Jira issues inside Vitally.

Rachel Sheldon
January 31, 2024
Vitally (Once Again) Ranked #1 in Best Results by G2
Vitally Updates

Vitally (Once Again) Ranked #1 in Best Results by G2

For the third straight quarter, Vitally has been named G2's #1 Customer Success Platform for Best Results (Winter 2024), including Time to Estimated ROI and Time to Go Live.

Jeff Chase
January 30, 2024
Introducing Boards: Prioritize Tasks and Custom Objects Across Your Work and Customers
Vitally Updates

Introducing Boards: Prioritize Tasks and Custom Objects Across Your Work and Customers

Make your Tasks more productive with Kanban-style boards and increase the efficiency of managing your day-to-day.

Rachel Sheldon
November 1, 2023
Measure Dynamic Data Points Across Objects With Calculated Traits in Vitally
Vitally Updates

Measure Dynamic Data Points Across Objects With Calculated Traits in Vitally

We’re excited to announce the release of Calculated Traits, a new form of Custom Traits in Vitally that unlocks more ways for Customer Success teams to track and analyze customer data.

Rachel Sheldon
August 14, 2023
Vitally Brings the Heat with 14 G2 Badges for Summer 2023
Vitally Updates

Vitally Brings the Heat with 14 G2 Badges for Summer 2023

Summer 2023 G2 badges are here, and we owe them all to our incredible customers! Check out this blog to learn more about our latest achievements.

Haley Teeples
June 28, 2023
Integrating HubSpot and Vitally: Introducing Hierarchy Support for Organizations, Deals, and More
Vitally Updates

Integrating HubSpot and Vitally: Introducing Hierarchy Support for Organizations, Deals, and More

Discover Vitally's upgraded HubSpot integration with Hierarchy syncing, simplifying integration of hierarchy levels from HubSpot into Vitally.

Mary Lim
May 8, 2023
Vitally Secures Spot on GGV Capital and Crunchbase's "2023 SMBTech 50" List & Joins Honorees at NASDAQ Opening Bell Ceremony
Vitally Updates

Vitally Secures Spot on GGV Capital and Crunchbase's "2023 SMBTech 50" List & Joins Honorees at NASDAQ Opening Bell Ceremony

Vitally has been named to GGV Capital and Crunchbase's 2023 SMBTech 50" List, a recognition of Vitally's rapid growth & service to small and medium-sized businesses.

Vitally Team
April 24, 2023
Vitally’s Spring 2023 G2 Badges Are in Full Bloom
Vitally Updates

Vitally’s Spring 2023 G2 Badges Are in Full Bloom

Celebrating success! See what G2 badges Vitally is proudly taking home this Spring, all thanks to our amazing customers.

Haley Teeples
April 14, 2023
Introducing Doc Automation: Seamlessly Create and Assign Docs at Scale
Vitally Updates

Introducing Doc Automation: Seamlessly Create and Assign Docs at Scale

Enable collaboration with the latest improvements to Vitally’s automation tools. Learn how you can create and assign Docs at scale using Playbook automation!

Mary Lim
March 8, 2023
The Future of Vitally and Customer Success Productivity
Vitally Updates

The Future of Vitally and Customer Success Productivity

Learn about the future of Customer Success productivity and how Vitally is changing the game.

Jamie Davidson
February 22, 2023
Vitally is Feeling the Winter Spirit with New G2 Badges
Vitally Updates

Vitally is Feeling the Winter Spirit with New G2 Badges

Winter is here, and Vitally is feeling the spirit with our latest G2 Badges! Read the blog to see what we earned.

Haley Teeples
December 14, 2022
Bring Any Data Point into Vitally with Zapier and Custom Objects
Vitally Updates

Bring Any Data Point into Vitally with Zapier and Custom Objects

Customer Success teams can now use Zapier to import any data point from across their tech stack into a Vitally Custom Object. This provides CS teams with more data, control, and visibility over their work in Vitally.

Mary Lim
November 21, 2022
Introducing Docs: Customer Collaboration Powered by Customer Data
Vitally Updates

Introducing Docs: Customer Collaboration Powered by Customer Data

Introducing Docs—a collaborative workspace for Customer Success teams and their customers powered by Vitally data!

Jeff Chase
November 15, 2022

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