Vitally for High-Touch Customer Success

Stay Ahead of What Your Customers Need.

Deliver best-in-class Customer Success with powerful tools to surface real-time insights for tailored customer experiences.
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Built to Simplify 1:1 Customer Success

From every interaction to impactful business decision, Vitally enables high-touch Customer Success teams to execute at the highest-level at every touch point.
Get Proactive
Get real-time visibility and insights into your customers to optimize interactions to drive expansion opportunities and prevent churn.
Reduce Repetition
Automate day-to-day tasks and processes so that team members can spend more time on activities that drive growth and revenue.
Stay on Track
Manage and track every moment of the customer journey to deliver consistent experiences built to increase customer satisfaction.
Customer 360º

Real-Time Visibility Into Customers

High-touch Customer Success teams can’t risk any critical customer information slipping through the cracks. By integrating with your existing tech stack, Vitally actively monitors customer activity so your team can save time and stay informed on emerging risks and opportunities to reach customers with perfect content proactively.

Integrate customer data from across you entire tech stack
Set indicators for customers emerging as risks or opportunities
Manage your portfolio of customers with custom views and dashboards
Build Health Scores to see a real-time picture of customers
Learn more about Customer 360º
Project Management

Streamline Lifecycle Management

Every moment in your customer’s journey matters. For that reason, it’s mission-critical that high-touch Customer Success teams do everything possible keep customers on track and satisfied. In Vitally, teams can build out milestones for ensuring customers follow the path designed for driving retention and growth.

Monitor and track customer milestones from onboarding to product adoption
Templatize Projects for ensuring consistent experience across customers and team members
Build automation to detect when customers are not on track
Learn more about Project Management

Get Your Valuable
Time Back

From updating customer details to maintaining the various states of your high-touch Customer Success team, every moment spent away monitoring and engaging with customers is an added risk to potential churn.

With Vitally’s Playbook builder, teams can create automations that not only take care of repetitive tasks, but also help teams scale without needing to create additional overhead.

Branching to create highly custom automations
Auto-assign customers,  create and complete tasks, identify risks, and manage customer lifecycles
Automate customer conversations to keep customers informed and engaged
Learn more about Automation

All Your Customer Data in One Place

Vitally unifies customer data from across your tech stack in a matter of minutes so you can proactively identify trends and leverage insights for a world-class customer experience. Think CRM, product analytics, support tickets, emails, NPS, and revenue data—all in one tab, all in real-time.

Unify customer data from:

And more!
Check out the full suite of Integrations

Loved by customers. Recognized leader in CS.

The most powerful Customer Teams are powered by Vitally

Sam Brown, VP Customer Success & Sales, Foleon

"Our retention is about 25% better, and expansion is 50% more. We have seen both CSAT and NPS increase substantially over the last 7 or 8 months since using Vitally."

Sam Brown, VP of Customer Success & Sales
Read Customer Story
Natalie Onions, VP of Customers,

"Return on investment we have had from Vitally has been pretty massive."

Natalie Onions, VP of Customers
Read Customer Story
John Henwood, Senior Director of Customer Success, Productboard

"We reduced gross churn by 50% throughout the year with Vitally."

John Henwood, Senior Director of Customer Success
Read Customer Story
See More Customer Stories
Get started with Vitally today

Schedule a personalized demo today.

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We have received your request and will process it as soon as possible.

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