Vitally Features
Customer Success Real-Time Alerts
Get notified the moment something changes so your team can act before risk escalates or opportunities are missed.
Proactive Alerts Across the Customer Lifecycle
Your team shouldn’t have to hunt for risk signals or expansion triggers. Vitally Alerts monitor health, usage, lifecycle changes, and custom data in real time — so you know exactly when to act.
Create alerts based on health score changes, product usage activity, lifecycle stages, renewal timelines, or any custom object or trait.
Notify CSMs instantly when accounts drop in health, disengage from your product, or hit critical milestones.
Trigger alerts when accounts increase usage, adopt new features, or cross revenue thresholds — so growth conversations happen at the right time.
600+ CS Teams Are Scaling With Vitally
“Since we started managing our QBR and renewal processes through Vitally, we also noticed a 20% decrease in monthly churn between the first half and the second half of 2023.”
FAQ
What can Alerts be based on?
Alerts can be triggered by health score changes, product events, lifecycle updates, revenue data, custom objects, or any tracked metric in Vitally.
Are Alerts real-time?
Yes. Alerts fire automatically as soon as the defined conditions are met.
Who receives Alerts?
Alerts can notify specific users, roles, or teams depending on how they’re configured.
Can Alerts trigger automation?
Yes. Alerts can be paired with Playbooks or workflows to automatically create Tasks, update records, or enroll accounts in automated programs.
Do Alerts work with custom data?
Yes. Any custom object, trait, or metric synced into Vitally can be used as an alert condition.
Explore the Product
Productivity
Give your team all the tools they need to build and automate how they get work done.
Collaboration
Increase customer transparency to reach new milestones with customers.
Visibility
Discover actionable insights to drive your book of business, inform strategies, and keep data flowing.
Vitally AI
Purpose-built AI for scaled CS to reduce churn, unlock growth, and stay a step ahead.
Stay Ahead of Risk and Opportunity
