Vitally Features
Customer Success Segmentation
Segment your customers dynamically using real-time data so every workflow, report, and playbook targets the right accounts.
Segmentation Built on Live Customer Data
Your customer base isn’t static — and your segments shouldn’t be either. Vitally updates segments automatically based on product usage, health scores, lifecycle stages, custom objects, and any data synced into the platform.
Create powerful, multi-condition segments using filters across accounts, users, metrics, events, and custom data.
Use segments to enroll accounts into Playbooks, send communications, create Tasks, and drive proactive outreach at scale.
Use segments to track performance across customer cohorts, monitor risk and expansion trends, and report on outcomes with clarity.
600+ CS Teams Are Scaling With Vitally
“With Vitally, we’ve achieved true visibility into every stage of the customer journey. It’s night and day compared to what we had before.”
FAQ
What makes Vitally’s segmentation different?
Segments update automatically based on live customer data, so your lists stay accurate without manual refreshes.
What data can we segment on?
You can segment on accounts, users, health scores, product events, traits, custom objects, lifecycle stages, and more.
Can segments trigger automation?
Yes. Segments can automatically enroll accounts into Playbooks, trigger tasks, or power targeted outreach.
Can we use segments for reporting?
Yes. Segments can be used to analyze cohorts, measure performance, and track outcomes over time.
Are segments real-time?
Yes. As soon as customer data changes, segment membership updates automatically.
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.
Segment Smarter. Scale Faster.
