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.

Growing suite of plug-and-play integrations can be used to unify your disparate customer datasets into Vitally.

Striking the perfect balance of manual vs. automated customer engagement can be difficult. With Vitally's Conversations feature, you can create Playbooks to auto-schedule conversations at the right times and make manual edits when further personalization is needed.