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.

Customer onboarding - Vitally product elements

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.

Sales to CS handoff - Vitally product image
Onboarding task - Vitally product element
Customer Success playbook - Vitally product shot with backgroundCustomer Health - Vitally product element

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

Director of Customer Success
User Interviews
Hope Supernic

"Our team now really works solely out of Vitally. Instead of being in our inbox all day, we're able to be proactive."

Customer Success and Experience Team Lead
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.”
Customer Success Director
Domila McFarlane
"Vitally has solved the original problem that we had which was, understanding what our customer engagement is, how we're building our relationships with our customers, tracking who is in charge of particular accounts, and tracking how much they're paying."
Customer Success Lead
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.”
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.”
Senior Director of Customer Success
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."
Get started with Vitally today

Schedule a personalized demo today.

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