Best-in-class Customer Success Platform
Vitally Reviews
See what B2B SaaS CS leaders say about optimizing Customer Success with Vitally.
Real Results
“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."
Learn about how Jared McCoskey and the CompanyCam team are transforming Customer Success with Vitally.
See Customer Stories
The hype is real. See for yourself.
Work more efficiently with all your customer data across your stack under one roof.
Vitally ranked #1 out of top 100
Vitally ranked #1
out of top 50
Vitally ranked #1
out of top 100
Vitally ranked #1
out of top 50
Vitally ranked #3 out of top 50
See what our customers have to say about Vitally:
Experts say it best
Frequently Asked Questions
When should my company adopt a dedicated Customer Success Platform?
The short answer is as soon as possible. The Customer Success Tool your company chooses will be your single source of truth for customer data and insights.
How do I decide what’s the best Customer Success Platform for my business?
When choosing a Customer Success Platform (CSP) for your business, it’s important to select a tool that can support the needs of your scaling business and Customer Success organization. In addition to reading customer reviews on Customer Success tools, you should also spend time evaluating solutions based on their capabilities.You will want to look for tools that can support your Customer Success model, such as Low-Touch, Hybrid-Touch, or High-Touch, as well as explore features that enable positive customer experiences. These can include powerful tools for automation, project management, trial nurturing, dashboards for reporting. Additionally, if your business users other SaaS tools for managing customer data and interactions, you will want to ensure the tool you select has the right integrations to work with your existing tech stack.
How does a Customer Success Platform differ from Customer Relationship Management (CRM)?
Unlike a CRM, a CS platform covers the entire customer life cycle—not just the transaction sales pipeline. Like a CRM, a robust CS platform will feature automation efficiencies and data analytics tools, but unlike a CRM, these features will be geared toward monitoring customer health, nurturing the customer relationship, and ensuring customers can succeed with your products.
Boost Your Customer Success Productivity Now
Sign up for a quick demo to see what Vitally can do to your improve your Customer Success organization.