The Best Customer Health Tracking Software: Updated for 2026
For
Customer Success Leaders
AI-Powered Visibility for Modern CS Leadership
Vitally gives Customer Success leaders real-time visibility into customer health, team performance, and business impact with powerful dashboards and best-in-class AI.
Trusted by 600+ Leading B2B Customer Success Teams
Built for CS Leaders. Designed for Visibility.
Reporting That’s Ready on Day One
With Vitally’s library of pre-built widgets, you can start leading with data immediately. Everything is fully customizable to match your org’s KPIs and reporting cadence.
Executive Dashboards
Monitor customer health, engagement, and expansion across the entire customer base.
Health Trends
Identify risk early and track changes over time.
Lifecycle Reporting
Understand where customers succeed, stall, or churn.
Tailor Your Experience to Your Approach
Vitally gives you clear, real-time visibility across customers, teams, and processes — all in one centralized workspace that adapts to how you run Customer Success.
Create Dedicated Hubs
Build role- and team-specific hubs that surface the KPIs, accounts, and insights that matter most to each audience.
Fully Customizable Views
Design views that reflect how your business operates, aligning CS with Sales, Product, and Finance around shared metrics and goals.
Segment Everything That Matters
Group customers and accounts by lifecycle stage, risk, revenue, or strategy so every team sees the right slice of the business.
AI That Delivers Signal, Not Noise
Vitally AI helps leaders cut through the noise and focus on the insights that matter — from summary views to smart queries, everything is designed to save time and surface action.
AI Account Summaries
Instantly understand the full context of any account, including risks, goals, and recent activity.
AI Meeting & Note Summaries
Digest large volumes of CSM notes and meetings in seconds.
Ask AI
Get instant answers about customer health, renewal risk, or team activity using natural language.
Administrative Control at Scale
Vitally gives CS leaders the tools to define, standardize, and scale how Customer Success runs — across every team, segment, and region.
Process Visibility
See which playbooks and workflows are being used and where teams need support.
Governance Tools
Define standards with templates, roles, and permissions across teams.
Scalable Configuration
Support multiple segments, regions, or motions without added complexity.
Learn From the Best. Lead With Confidence.
Vitally gives CS leaders more than just software — it gives them a strategic edge. Access proven blueprints, best practices, and insights from top-performing CS organizations.
Pre-Built Blueprints
Launch faster with guided playbooks for onboarding, QBRs, renewals, and health monitoring.
Trusted Frameworks
Leverage templates designed by leading CS teams to standardize success across your org.
Insights From the Field
Tap into thought leadership, real-world examples, and shared benchmarks from our customer community.
Reporting That’s Ready on Day One
With Vitally’s library of pre-built widgets, you can start leading with data immediately. Everything is fully customizable to match your org’s KPIs and reporting cadence.
Executive Dashboards
Monitor customer health, engagement, and expansion across the entire customer base.
Health Trends
Identify risk early and track changes over time.
Lifecycle Reporting
Understand where customers succeed, stall, or churn.
Tailor Your Experience to Your Approach
Vitally gives you clear, real-time visibility across customers, teams, and processes — all in one centralized workspace that adapts to how you run Customer Success.
Create Dedicated Hubs
Build role- and team-specific hubs that surface the KPIs, accounts, and insights that matter most to each audience.
Fully Customizable Views
Design views that reflect how your business operates, aligning CS with Sales, Product, and Finance around shared metrics and goals.
Segment Everything That Matters
Group customers and accounts by lifecycle stage, risk, revenue, or strategy so every team sees the right slice of the business.
AI That Delivers Signal, Not Noise
Vitally AI helps leaders cut through the noise and focus on the insights that matter — from summary views to smart queries, everything is designed to save time and surface action.
AI Account Summaries
Instantly understand the full context of any account, including risks, goals, and recent activity.
AI Meeting & Note Summaries
Digest large volumes of CSM notes and meetings in seconds.
Ask AI
Get instant answers about customer health, renewal risk, or team activity using natural language.
Administrative Control at Scale
Vitally gives CS leaders the tools to define, standardize, and scale how Customer Success runs — across every team, segment, and region.
Process Visibility
See which playbooks and workflows are being used and where teams need support.
Governance Tools
Define standards with templates, roles, and permissions across teams.
Scalable Configuration
Support multiple segments, regions, or motions without added complexity.
Learn From the Best. Lead With Confidence.
Vitally gives CS leaders more than just software — it gives them a strategic edge. Access proven blueprints, best practices, and insights from top-performing CS organizations.
Pre-Built Blueprints
Launch faster with guided playbooks for onboarding, QBRs, renewals, and health monitoring.
Trusted Frameworks
Leverage templates designed by leading CS teams to standardize success across your org.
Insights From the Field
Tap into thought leadership, real-world examples, and shared benchmarks from our customer community.
Loved by CSMs. Trusted by Teams.
Explore the Product
Productivity
Give your team all the tools they need to build and automate how they get work done.
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Collaboration
Increase customer transparency to reach new milestones with customers.
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Visibility
Discover actionable insights to drive your book of business, inform strategies, and keep data flowing.
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Vitally AI
Purpose-built AI for scaled CS to reduce churn, unlock growth, and stay a step ahead.
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Sync Customer Data From Tools Across Your Tech Stack in Minutes
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