The AI-Powered Workspace for CSMs
From account insights to meeting summaries, Vitally with AI Copilot helps Customer Success Managers act quickly and confidently — without switching tools.
Trusted by 600+ Leading B2B Customer Success Teams
Built for CSMs. Designed for Outcomes.
Know Every Customer, Inside and Out
Whether you're managing 20 accounts or 200+, Vitally gives you a real-time, full-context view of each customer — so you can show up informed and ready to drive outcomes.
Customer 360
View health scores, product usage, NPS, key contacts, and open tasks in one place.
Lifecycle Tracking
Stay aligned on where each customer is and what comes next.
Custom Traits & Metrics
Capture what matters most to your business, from contract details to business goals.
Get More Done, With Less Busywork
Vitally helps CSMs spend less time clicking around and more time delivering impact.
Tasks & Projects
Plan your day, your week, or a full onboarding flow — with built-in accountability and collaboration.
Playbook Automations
Scale your best practices for QBRs, renewals, and onboarding without starting from scratch.
Views & Dashboards
Stay on top of what matters most, with personalized reports for each CSM’s book of business.
Your AI Copilot, When You Need It
Vitally Copilot brings real-time intelligence into every CSM workflow — so you spend less time digging and more time doing.
Instant Answers with Ask AI
Need to know the latest on a customer? Just ask.
Summarize Notes, Meetings, & Conversations
AI automatically distills the signal from the noise, across your workspace.
Smart Actions
Auto-generate tasks, draft follow-up emails, or extract key data points— without ever leaving Vitally.
Collaborate with Customers Like a Pro
Engage customers with real-time collaborative Docs, seamless communication, and meeting tools — built for high-touch relationships at scale.
Docs
Share onboarding plans, mutual action plans, QBRs, and more with live-sync and clear ownership.
Conversations
Send emails, track threads, and collaborate with your team — all in one place.
Meetings
Prep, take notes, and auto-log action items without context switching.
Prove Your Impact
Show exactly how CS drives growth — with metrics, dashboards, and real-time health data aligned to business goals.
Goals & Success Metrics
Tie CSM work to measurable outcomesti — like adoption, expansion, and time-to-value.
Dashboards & Reports
Show leadership what’s working, what’s at risk, and where to invest.
Account Health Signals
Make it easy to prioritize and act early.
Know Every Customer, Inside and Out
Whether you're managing 20 accounts or 200+, Vitally gives you a real-time, full-context view of each customer — so you can show up informed and ready to drive outcomes.
Customer 360
View health scores, product usage, NPS, key contacts, and open tasks in one place.
Lifecycle Tracking
Stay aligned on where each customer is and what comes next.
Custom Traits & Metrics
Capture what matters most to your business, from contract details to business goals.
Get More Done, With Less Busywork
Vitally helps CSMs spend less time clicking around and more time delivering impact.
Tasks & Projects
Plan your day, your week, or a full onboarding flow — with built-in accountability and collaboration.
Playbook Automations
Scale your best practices for QBRs, renewals, and onboarding without starting from scratch.
Views & Dashboards
Stay on top of what matters most, with personalized reports for each CSM’s book of business.
Your AI Copilot, When You Need It
Vitally Copilot brings real-time intelligence into every CSM workflow — so you spend less time digging and more time doing.
Instant Answers with Ask AI
Need to know the latest on a customer? Just ask.
Summarize Notes, Meetings, & Conversations
AI automatically distills the signal from the noise, across your workspace.
Smart Actions
Auto-generate tasks, draft follow-up emails, or extract key data points— without ever leaving Vitally.
Collaborate with Customers Like a Pro
Engage customers with real-time collaborative Docs, seamless communication, and meeting tools — built for high-touch relationships at scale.
Docs
Share onboarding plans, mutual action plans, QBRs, and more with live-sync and clear ownership.
Conversations
Send emails, track threads, and collaborate with your team — all in one place.
Meetings
Prep, take notes, and auto-log action items without context switching.
Prove Your Impact
Show exactly how CS drives growth — with metrics, dashboards, and real-time health data aligned to business goals.
Goals & Success Metrics
Tie CSM work to measurable outcomesti — like adoption, expansion, and time-to-value.
Dashboards & Reports
Show leadership what’s working, what’s at risk, and where to invest.
Account Health Signals
Make it easy to prioritize and act early.
Loved by Teams. Trusted Across the Business.
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.
Sync Customer Data From Tools Across Your Tech Stack in Minutes
