Vitally for Mid-Touch Customer Success

Deliver Product Value at Scale.

Understand your customers like never before with an all-in-one platform for surfacing real-time insights to deliver timely, personalized customer experiences.
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Built for Dynamic Customer Success Teams

Whether you are automating processes or personalizing touch-points, Vitally is built for enabling mid-touch CS teams to deliver best-in-class customer experiences.
Get Proactive
Get real-time visibility and insights into your customers to optimize interactions to drive expansion opportunities and prevent churn.
Automate CS Workflows
Eliminate repetitive day-to-day tasks with Playbooks to streamline your customer messaging, planning, and actions such as CSM assignment.
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

Mid-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

Optimize Customer Success Operations

As Customer Success scales, automation plays a critical role in helping teams meet the needs of their growing business. Vitally’s Playbook builder empowers CS teams to maximize bandwidth without increasing time spent on day-to-day repetitive tasks.

Custom 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
Project Management

Streamline Lifecycle Management

Every moment in your customer’s journey matters. For that reason, it’s mission-critical that mid-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

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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