Vitally Features
Customer Success Project Management Software
Scale your Customer Success operation with ease using Vitally’s Project Management tools.
Project Management Purpose-Built for CS
Track onboarding, implementations, and success plans with Projects that live inside your CS platform — not in a separate tool.
Assign tasks to teammates or customers, share updates via Docs or Customer Hubs, and ensure everyone is aligned around deliverables and outcomes.
Use Projects to run structured onboarding plans, product rollout initiatives, success plans, or escalations — all tied to the customer record.
See project status, blockers, and next steps directly from the 360 view — no need to juggle tools like Asana, ClickUp, or spreadsheets.
600+ CS Teams Are Scaling With Vitally
“Having a CSP like Vitally in place allows me to stay organized in my day-to-day, but also gives me confidence that as I move Account Managers around... we're still going to know what's been going on with account history.”
FAQ
Why use Vitally Projects for Customer Success?
Customer-facing work is project-based — from onboarding to adoption to success plans. Vitally Projects bring that work into your CS platform, so it’s visible, trackable, and tied to customer outcomes. No disconnected tools, no context-switching.
What kinds of projects can I manage in Vitally?
CS teams use Vitally Projects for:
- Onboarding and implementation timelines
- Success planning and milestone tracking
- Product rollout plans
- At-risk customer recovery initiatives
- Feature enablement or training tracks
- Joint customer initiatives (e.g., co-marketing, integrations)
Each Project supports custom tasks, statuses, owners, and due dates — with full visibility.
How do Vitally Projects compare to other Project Management tools?
Unlike tools like Asana or Monday, Vitally Projects:
- Live inside the customer record
- Are integrated with account health, traits, and timelines
- Can be shared externally with customers via Docs and Hubs
- Support CS-specific use cases (like onboarding plans or success tracking)
They’re purpose-built for CS, not general task management.
Can I assign tasks and track ownership within Projects?
Yes. Projects support:
- Assigning tasks to specific teammates
- Setting due dates and statuses
- Tracking task completion and overdue items
- Viewing all project-related activity in the account’s Timeline
This gives CSMs and managers a clear view of progress without needing a separate tool.
Can customers see or contribute to Projects?
They can. Projects can be embedded in Docs or shared via Customer Hubs, allowing customers to:
- View timelines and task status
- Complete assigned tasks
- Collaborate on shared outcomes
This improves accountability and keeps customers engaged throughout the process.
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.
Experience Vitally’s Project Management
