Measure success with powerful reporting

Track the KPIs that drive your business at every stage of the customer lifecycle with fully-customizable dashboards and out-of-the-box reporting.

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Current at-risk MRR - Vitally product elements
Active risk indicators - Vitally product elements

Create custom dashboards

Visualize customer data, health, and your team's work. Then, combine these insights in one dashboard and easily measure the impact your team is having on customer health.

Team reporting - Vitally product elements

Build the smartest customer success team

Assess the performance of your CSMs and wider team with customizable reports. See if they’re following the right processes and take action if they’re not.

Account segmentation - Vitally product elements
Retention rate and MRR - Vitally product elements

Track and segment the customer journey

Auto-segment your trials and customers into their lifecycle stage while building custom segments across any data point.

Optimize trials with analytics

Ensure your trial base continues to grow and yield a positive return with the only customer success platform with out-of-the-box trial analytics.

Average MRR per conversion - Vitally product elements

Fuel growth with lifecycle analytics

From total and new ARR to renewals and churn, measure the entire subscription lifecycle and keep close tabs on KPIs.

Net new revenue. Net new churn. - Vitally product image

Check out more features enabling the future of Customer Success

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."

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."
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."
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."
Customer Success Lead
,
Pencil
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.”
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."
Get started with Vitally today

Schedule a personalized demo today.

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