See the whole picture with Customer 360°

Discover all of the right data, at the right time, to ultimately drive exceptional customer experiences.

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Pulse check your book of business in seconds

Ensure every customer's health is trending in the right direction with Vitally's powerful and intuitive health scoring capabilities.

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The right information at the right time

Dig into every customer's historical product usage and other KPIs to ensure a path to renewal.

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Experience total visibility

Track every interaction a customer has with your product and your team, from product usage to conversations to project progress (and everything in-between).

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Configure, then customize

Use Cards and Decks to create custom profiles for segments of accounts, ensuring your team has access to the data they need in a format that just makes sense.

Check out more features enabling the future of Customer Success

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Project Management

Keep your team focused on wider goals and own daily results with super flexible tasks.
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Customer Health

Accurately understand customer health, identify churn risks and upsell opportunities.
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Automation

Maximize workflow and automate exceptional customer experiences with Playbooks.
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Reporting & Analytics

Create reports and custom metrics that ensure your customers are trending in the right direction.
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NPS Surveys & Analytics

Gather invaluable feedback, send targeted surveys, and analyze user satisfaction.
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Customer 360

Build a single, 360° view of each customer and access actionable insights with Vitally’s intuitive dashboard.
CEO
,
ikas
Mustafa Namoğlu

“We started to talk about data instead of personal guesses and personal wishes. It's always good to have those KPIs and data about the customers’ progress and success.”

Read Customer Story
Customer Success Lead
,
Pencil
Chase Mohseni
"We've minimum 3x'ed, if not 5x'ed, our ability to be in more places at once and actually do the core of our job, which is just decreasing time to value for customers, and making them feel excited about working with pencil.”
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VP of Sales and Success
,
Hubstaff
Syed Asad
"If we don't give Customer Success teams all the ammunition they need to actually go ahead and help customers, the whole idea behind having a Success team is just moot."
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VP of Customers
,
Customer.io
Natalie Onions
"When we think about the number of contracts we have been able to renew due to those reminders and Playbooks, I think the return on investment we have had from Vitally has been pretty massive."
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COO
,
Hugo
Darren Chait
"The value Hugo is seeing since we have implemented Vitally is really just 'business value': it's more activated customers, better retained customers, happier and more satisfied customers, and in turn that means greater revenue."
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Customer Success and Experience Team Lead
,
Getro
Amelia Mehaffey
“One of my goals that I wanted to achieve in bringing Vitally on was helping my CS team become a revenue driving team, and we are well on track to do that at this point. We're seeing an increase in customer renewal deals converting. We're seeing an increase in expansion revenue, and again, that all goes back to having Vitally, and having a place to manage those processes.”
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