Vitally vs. Totango
All-in-One Success with Vitally
Invest in a CSP that your team loves to use. Unlike Totango, Vitally instantly levels up your Customer Success with a comprehensive suite of tools, better integration flexibility, and greater results.
Trusted by 600+ Leading B2B Customer Success Teams
The Vitally Advantage Over Totango
Better Collaboration
Work with customers on mutual success plans, share progress towards goals, dynamically update customer data, and much more with Vitally Docs.
2x Automation
Streamline your Customer Success organization with powerful automation. Assign customers, create projects, close tasks, and so much more.
Purpose Built AI
Vitally has AI specifically built for scaled Customer Success — to help teams better understand customers to reduce churn, unlock growth, and always stay a step ahead.
Your Tech Stack Thrives in Vitally
Vitally has plug-and-play integrations that you are in full control of.
Vitally vs. Totango
6 Reasons Teams Choose Vitally
There’s a lot to like with Vitally. Here are a few highlights in how we stack up with Totango.
Automation
Get More Done — A Lot More
Vitally’s Playbook automation builder can be built off of 7 different triggers and deliver outcomes with 13 actions. With powerful branching, teams can handle CSM assignment, project creation, email delivery, task completion, and much more from a single Playbook.
Totango's SuccessPlays let you automate only 6 different actions based on 3 triggers - half as many as Vitally's Playbooks. Additionally, email management is completely separate, so you'll have to spend more time and effort managing fragmented workflows in Totango.
Hubs
Organize Your Work & Data
Vitally is the only Customer Success Platform that offers dedicated Hubs for organizing all your work and data. Create Hubs for onboarding, renewals, or just your day-to-day!
There’s no way to organize your work and data by focus area (CS motion, team, lifecycle stage, etc.) in Totango. Everything has to be mixed together in one experience for everyone.
Goals
Track Your Strategies at Scale
Vitally Goals enable you to automatically track the success of your strategies and activities. Create Goal Templates and automate Goal-setting in Playbooks to standardize and continuously improve your processes.
Totango doesn’t offer any operational goal tracking features.
Docs
Collaboration Powered by Data
With Vitally Docs, your Customer Success team and your customers can easily collaborate and reach goals together. Enrich your experiences with real-time data, including Projects, Tasks, customer data, PDF files, videos, and more.
There is no collaboration in Totango's Customer Portal; you can only share and assign Tasks to customers. Former Totango users have also expressed that success planning can be cumbersome to map together.
Views
Visualize Data Your Way
Vitally is flexible with what you can do with your data. There are many data visualizations, such as Tables, Kanban Boards, Dashboards, Collaborative Documents, Task-based Projects, and Account 360s to choose from.
In Totango, end users are limited in the Views that they can create and customize. To make any changes to your navigation experience, you’d need to tap in an admin for help.
Workflows
Document & Execute Team Strategies
With Vitally, create a repository of team processes, workflows, and strategies that reside on the same platform where your customer data lives. This allows teams to use data to inform decisions and to fully manage projects and strategic goals.
Totango doesn’t provide tools for managing your internal processes, workflows, and strategies. Instead, these happen outside of Totango and disconnect from your customer data.
There’s Even More to Vitally That Totango Can’t Do
Custom Surveys
Vitally features a built-in tool for sending rich customized surveys to gather customer feedback for CSAT, NPS, and much more.
HubSpot Sync
Vitally’s flexible, bi-directional HubSpot sync covers a wider range of data points compared to Totango’s limited HubSpot sync.
Observer Seats
Take advantage of unlimited Observer Seats with Vitally. Totango’s Viewer Seats are an added cost, limiting organization-wide access to customer insights.
Open APIs
Vitally’s robust APIs allow you to easily import and export customer data as needed. Totango’s APIs for getting data out the platform are much more limited.
Knowledge Base
Vitally enables teams to create a unified platform for hosting and managing their internal processes and documentation. Totango does not.
Intercom Sync
Vitally offers a bi-directional sync with Intercom where teams can view and respond to chats. Totango’s Intercom integration is read-only.
Don’t Just Take Our Word for It
Our customers have repeatedly ranked Vitally as a top CSP on G2 for Fastest Time to ROI and Fastest Time to Go Live.
Ready to Scale Your Customer Success?
