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.

Start with a template, or from scratch

Choose from our library of fully-customizable project templates—or create a project from scratch.

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.
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
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
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."
Read customer story
VP Customer Success & Sales
,
Foleon
Sam Brown
"Within the first day, we were already able to see insights we had never been able to see before. 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."
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
See why Customer Success teams are making the switch to Vitally

Schedule a personalized demo today.

Thank you!

We have received your request and will process it as soon as possible.

Oops! Something went wrong while submitting the form.