CompanyCam Takes the Guesswork Out of Customer Success with Vitally’s Automation Capabilities

Director of Customer Success
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."

July 2021

Started with Vitally


Users in Vitally


Users powered by CompanyCam

Vitally Integrations Used


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CompanyCam takes the guesswork out of Customer Success with Vitally’s automation capabilities.

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Who is



Jared McCoskey
Director of Customer Success @ CompanyCam

CompanyCam is the #1 field service management app for contractors—helping contractors document their jobs, communicate with their crews, and make their existing tools more powerful. With CompanyCam, teams build trust with their crews and customers through photo documentation.

Favorite Features


Playbooks help you automate internal customer management, fire alerts for in-need accounts, and engage customers.

Customer Health Scores

Accounts can have multiple health scores e.g. one for "Product usage" and another for "NPS". You'll define healthy, concerning, and poor conditions for each score, and we'll 'grade' your accounts on a scale of 0-10 for each score.


Indicators are automated alerts that detect significant opportunity or risk states customers may transition into during their lifetime with your product.

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