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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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."

Director of Customer Success
,
CompanyCam
Jared McCoskey
"With Vitally we can automate where we need to automate, and spend our time where we need to spend our time. It's made us way more efficient."
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 Director
,
Grata
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."
CEO
,
Ikas
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.”
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."
Get started with Vitally today

Schedule a personalized demo today.

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

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