Docs
Collaborate with customers in real-time, leveraging customer data and insights from Vitally.
Related Product Tours
All Product ToursLaunch Product Tour
Notes
Track and stay ahead of customer needs while also keeping your organization informed on important updates.
Launch Product Tour
Views
Build dynamic Views for organizing data, collaborating with customers, and more.
Ready for the next steps?
Get in touch with someone from our sales team.
Related On-Demand Courses
All Training CoursesWatch On-Demand Course
Tracking Activities
Collaborating with Your Team & Customers with Docs
Learn how to create collaborative workspaces with your customers and share knowledge using Docs.
Watch On-Demand Course
Tracking Activities
Document Customer Interactions with Notes
Learn how to document your customer interaction in Vitally using Notes.
Watch On-Demand Course
Getting Started
How to Create a View
Learn how to create a new View in Vitally with this video walkthrough.
Boost Your Customer Success Productivity Now
Sign up for a live demo to see how Vitally can improve your Customer Success organization.
Request a Demo