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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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.

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.

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.

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.

Learn more

Check out more features enabling the future of Customer Success

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.
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
Customer Success Manager
,
MonkeyLearn
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.”
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
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
Get started with Vitally today

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