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Productivity

Customer Success Productivity to Accelerate Your Work

Give your teams the best experience for managing their customers day-to-day with powerful Customer Success productivity tools and automation.

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Key Customer Success Productivity Features

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Hubs

Organize teams, customer data, and Views in Vitally Hubs to give everyone access to all of the information relevant to their work.

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Projects

Stay aligned on every detail with your team and customers. Keep track of progress, share deadlines, and drive success.

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Notes

Keep track of critical customer updates and activities through Notes. Create templates to standardize data collection at scale.

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Automation

The Most Powerful Automation in CS

You can’t effectively build Customer Success productivity without automation. With Vitally, you can automate any moment of the customer journey.

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Standardize Workflows

Put your processes on autopilot. Create workflows to manage everything from CSM assignment, task creation, goal setting, and much more.

Scale Customer Experiences

Whether it be a Project, Doc, or conversation, Playbooks can automatically create and deliver necessary customer experiences at the exact moment in the customer journey.

Drive Impactful Growth

Identify new opportunities and risks that alert your team or start workflows to trigger actions to drive positive business outcomes.

Make Customer Success More Productive With the Right View

Increase Customer Success Productivity, Drive Impact for Results

Organize Your Work & Data

Vitally is the only Customer Success Platform with dedicated Hubs. Build unique Hubs for teams, processes, and managing your day by using Views like Tables, Boards, Dashboards, Docs, Projects, and Account 360°s.

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Put Your Strategies on Autopilot

Reduce the amount of time spent on repetitive tasks to optimize the impact of your Customer Success team. From CSM assignment to task creation to email campaigns, you can do it all in Vitally.

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Keep Your Business on Track

Standardize customer and team tasks into time-based Projects. Monitor milestones and tasks during lifecycle stages, set corresponding actions to new churn risks, or organize and manage team tasks.

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Centralize Critical Knowledge

Using Team Docs, you can stay on top of all the critical information that keeps all your team members on the same page, such as company details, processes, and best practices.

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Ready to Scale Your Customer Success?

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