Customer Success
for SMBs

The first and last Customer Success platform you’ll ever need.

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10x CSM Efficiency

Small and Mid-size Businesses (SMBs) have to make the most of limited CSM headcount and bandwidth. With Vitally, Customer Success teams are empowered to deliver perfectly-timed customer experiences at scale by automating:

CSM and Account Executive assignment
Customer communication
Alerts for opportunity and at-risk accounts
Learn more about Automation

Best-in-Class CS From Day One

SMBs often have to make do with ad-hoc processes and spreadsheets, but it doesn’t have to be that way. Build a best-in-class Customer Success organization and start tracking your success from day one with low-lift features like:

Plug-and-play integrations
Out-of-the-box reporting and dashboards
Easy NPS surveying
Learn more about Dashboards & Reporting

Untangle Your Data & Processes

Is your team spending more time sifting through disparate data points than building relationships with customers? Unify and enrich customer data with powerful plug-and-play integrations; action on your data with purpose-built Project Management to:

Unify all of your customer data in minutes
Customize project templates for any scenario
Manage, track, and collaborate within Projects
Learn more about Projects

Powerful Features Built for SMBs

Powerful Integrations

Sync customer data from tools across your tech stack in a matter of minutes—without tapping in engineering, operations, or IT for assistance.

Project Management

Guide customer’s through lifecycle initiatives and closely measure the impact of your team’s work with a process that can be customized with ease, and replicated as you scale.

Customer Health

Build world-class custom health scores for each segment and customer lifecycle stage to accurately measure the impact of your product and the overall experiences of customers.


Maximize your team’s bandwidth and automate customer success workflows while proactively creating conversations to prevent churn and increase expansion.

Reporting & Analytics

Visualize customer and team data from across your business with powerful reports for tracking insights and the impact of customer success for your organization.

NPS Surveys

Measure the impact and feedback of your customers with easy-to-use NPS surveys. Connect NPS results back to health scores and dashboards to track feedback in real-time.


Powerful Features Built for Mid-Market Customer Success Teams

Enterprise-Grade Customer Success for SMB

Don’t let a lack of resources keep you from building out a world-class Customer Success operation. Our Startup Partner Program helps early-stage businesses deliver world-class customer experiences, operate more efficiently, and grow their bottom line.

Learn more about eligibility for the Startup Partner Program

SMBs Frequently Ask

When should my startup adopt a dedicated Customer Success Platform?

The short answer is as soon as possible. The Customer Success Tool your company chooses will be your single source of truth for customer data and insights.

How does a Customer Success Platform differ from Customer Relationship Management (CRM)?

Unlike a CRM, a CS platform covers the entire customer life cycle—not just the transaction sales pipeline. Like a CRM, a robust CS platform will feature automation efficiencies and data analytics tools, but unlike a CRM, these features will be geared toward monitoring customer health, nurturing the customer relationship, and ensuring customers can succeed with your products.

What industries are a fit for Vitally?

Vitally is industry agnostic, and can support B2B SaaS companies of any size.

What kinds of Business Models are a fit for Vitally?

Vitally can support most any B2B SaaS business model, but is a particularly good fit for Product-Led Growth models, one-to-one models, and one-to-many models.

Loved by customers. Recognized leader in CS.

Get started with Vitally today

Schedule a personalized demo today.

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