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.

Experts say it best

“We’re the CRM for car washes, but we need the CRM for Customer Success.”

Henry Simon
Customer Success Manager

“What makes Vitally different is how you can parse all that data. The views are so powerful, [telling] me everything I need to know in one single click.”

Star Hofer
Former Chief Customer Officer

"Our team now really works solely out of Vitally. Instead of being in our inbox all day, we're able to be proactive."

Hope Supernic
Director of Customer Success

“I have recommended Vitally to many leaders of Customer Success organizations because we have had such phenomenal results using it ourselves.”

Nick Raushenbush

"The platform is fun to play with, it's very self-service and very quick to onboard. The ease of use sets Vitally apart."

Azelie Pouliot
Director of Client Services

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.