Project management designed for Customer Success

Bring mission-critical customer lifecycle initiatives to the finish-line faster and more efficiently with Projects.

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Build a process that works, just for you

Closely measure the impact of your team’s work with a process that can be customized with ease, and replicated as you scale.

Turn your process into a template

Create a project for your process i.e. onboarding a new customer or contract renewals, then save as a template to use time and time again.

Customize, then set the standard

Create your own custom templates, categories, and statuses for any customer project scenario. Then share it with your team.

Exceptional customer experiences from onboarding to renewal

Sharpen your team’s focus on day-to-day execution—watch as critical logos hit key milestones.

Flexibility built-in

Re-order tasks and milestones with ease, create your own statuses to meet your tracking requirements, control which columns you want to see, and beyond.

Facilitate collaboration

Easily pull in outside help when needed and intuitively follow conversations with Discussions around Projects.

Streamline your team's work

Automate the creation and assignment of tasks and projects to the right team members. Access and edit your customer data as you complete your work for maximum efficiency.

More features your team will love

Project Management

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

Customer Health

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

Automation

Maximize workflow and automate exceptional customer experiences with Playbooks.

Reporting & Analytics

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

NPS Surveys & Analytics

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

Customer 360

Build a single, 360° view of each customer and access actionable insights with Vitally’s intuitive dashboard.
Customer Success Manager
,
MonkeyLearn
Diego ‘Colo’ Ventura

“Of the Customer Success tools that I’ve tried, Vitally is the one that spoke the most to the Customer Success Manager in me.”

Read Customer Story
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."
Read Customer Story
Customer Success Manager
,
MonkeyLearn
Diego ‘Colo’ Ventura
“Of the Customer Success tools that I’ve tried, Vitally is the one that spoke the most to the Customer Success Manager in me.”
Read Customer Story
CEO
,
Klaus
Martin Kõiva
"After implementing Vitally, expansion MRR definitely increased. It's this overwhelming feeling of relief that it's very easy have a complete customer picture with one click."
Read Customer Story
COO
,
Shogun
Nick Raushenbush
“I have recommended Vitally to many leaders of Customer Success organizations because we have had such phenomenal results using it ourselves.”
Read Customer Story
Senior Director of Customer Success
,
Productboard
John Henwood
"We didn't need a data team or operations experts to do lots of integrations. Vitally's integrations are very much plug and play."
Read customer story
Get started with Vitally today

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