Share Vitally with your friends

Know any companies that could benefit from increasing customer retention, reducing churn, and driving customer advocacy? We’d love to meet them!

Start your referral

Please complete the form to participate in our referral program. All fields marked with an asterisk (*) are required.

How it works

Simply submit the information of the Customer Success decision-maker you'd like to refer to the form above, and if they turn into an opportunity* or a Vitally customer, you'll receive:

$500 USD

For referred companies that become opportunities*.

10% of First-Year Subscription Fee

For referred companies that become Vitally customers.

Frequently asked questions

Integration element - turquoise
Can I participate if I’m not a Vitally user?
Yes! Customer or not, we welcome anyone spreading the word to participate in the referral program.
How can I track the status of my referral?
You’ll receive an email notification when you first submit your referral, and will receive additional updates via email as the status of your referral progresses.
What counts as a successful referral?
A successful referral requires that you introduce Vitally to someone who can make decisions about Customer Success at a third party company. This means you cannot refer yourself or someone else at the company you work for.
What kind of company would be considered a good company to refer?
A B2B SaaS company with more than 10 full-time employees that expresses clear intent to purchase a Customer Success platform within the next 60 days.
When do I receive my referral bonus?
Vitally will issue the referral bonus to you once your referral joins Vitally and within 30 days after they have paid their first-year subscription fee.
How will I get paid?
You’ll be paid via wire transfer, and will receive instructions on how to provide this information. For payments above $600, Vitally is required to issue you an IRS Form MISC-1099, so we’ll reach out to you to gather additional details.
Why was my referral denied?
Unfortunately, if your referral is not a good fit (see what kind of company would be considered a good company to refer), is already in the process of purchasing Vitally, decided not to join Vitally, was already a Vitally customer, or if your referral had already been referred by someone else you are not eligible for the referral bonus.
Is there a limit on the number of companies I can refer?
Nope! You may refer as many companies as you’d like.
My referral joined Vitally! Where is my referral bonus?
If it has been more than 30 days since we notified you that your referral bonus is being processed, please send us an email at
What is the First-Year Subscription fee?
The fee a company pays in exchange for their first year of access and use of Vitally's platform.
How does a company I refer become an opportunity*?
To qualify as an Opportunity, a referral must meet the following criteria: 1) A *company* providing B2B software solution with more than 10 full-time employees; 2) A *contact* with decision-making seniority in the Customer Success organization; 3) The contact *completes a discovery call*; 4) *expresses clear intent* to purchase as Customer Success platform within 90 days.
MonkeyLearn's Customer Success team uses Vitally to synchronize customer lifecycle information across systems.
Customer Success Manager
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.”

CSMs at Klaus use Vitally to segment their account portfolio into different groups for more impactful customer communication
Martin Kõiva
"After implementing Vitally, expansion MRR definitely increased. It's this overwhelming feeling of relief that we have a complete customer picture with one click."
Pencil significantly decreases time to value for customers with Vitally
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.”
ikas experiences cost savings, company-wide coordination, and data consolidation with Vitally
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.”
Hubstaff builds Customer Success right starting on day-one with Vitally.
VP of Sales and Success
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."
Grata Increases Monthly Active Users and Power Users with Vitally Automation
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."
Get started with Vitally today

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.
Vitally logo icon
Talk to Sales