Vitally vs Custify

Choosing a Customer Success Platform (CSP) is one of the biggest decisions you'll make as a Customer Success leader.

When evaluating a tool, it’s important to look at a CSP that is flexible enough to support your organization as it grows. Below, see why CS Leaders choose Vitally when compared to Custify.

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What Other Tools Promise— Vitally Delivers

From a single tab, instantly access insights across your Customer Success team, build reports on your customer base, and drive growth across your organization.

Seamless Data Management

Use our plug-and-play integrations to quickly access real-time customer data. CSMs can deliver seamless feedback, track customer journeys, and manage accounts at scale.

Automate CS Workflows

Eliminate repetitive day-to-day tasks with Playbooks to streamline your customer messaging, planning, and goals. Automatically assign CSMs, check off QBR tasks, and more.

Grow Revenue and Retention

Monitor customer activity and product usage trends to identify accounts at risk of churning. Gain revenue at scale by auto-identifying expansion opportunities.

See How Vitally and Custify Stack Up

No matter the CS model, Vitally allows you to understand your customers, deliver personalized experiences at scale, and maximize CSM bandwidth.

Vitally

Custify

Customer Collaboration

Note Templates

Auto-Complete Tasks

Bi-directional HubSpot Sync

Bi-directional sync of Contacts, Companies, Notes, and Tasks

Only Notes

Product Analytics

Rudderstack, Census, Hightouch, Looker, Mixpanel, Pendo, Segment

Looker, Mixpanel, Rudderstack, Segment

Bi-directional Salesforce Sync

Contacts, Accounts, Notes, and Tasks

Only Notes

Ready to Dive Deeper?

Download the side-by-side comparison between Vitally and Custify. Discover why leading CS teams prefer Vitally’s automations, reporting, and more.

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Vitally Demo Inquiry Form

Frequently Asked Questions

How do I choose the right Customer Success Platform for my team?

It’s important to find a Customer Success Platform (CSP) that best fits the needs of not only your team and business, but also the customers that experience your product. Before any sort of investment is made, you should think through and understand exactly what you’re solving for (e.g., unifying customer data, providing visibility across teams, managing QBRs, etc.).From onboarding and implementation to renewal, we’ve got you covered with the right questions to ask in our Buyer’s Guide.

Why do I need a Customer Success Platform if I already have a CRM?

Customer Relationship Management (CRM) systems such as Salesforce and HubSpot are designed for sales teams whose main focus is to bring in leads. Once those prospects turn into paying customers, it’s the job of Customer Success to ensure they receive the most value from the product. Because the goals of sales and customer success vary, CS teams require different tools and insights (such as health scores, lifecycle tracking, etc.) to ensure the right type of interaction is provided.

What Customer Success models does Vitally support?

Vitally is designed to support all types of CS models: Low Touch, High Touch, and Hybrid. Create simple Playbooks for personalized, 1:1 interactions or take advantage of our branching logic to power messaging for 1:many motions. Streamline your internal processes with Note Templates, proactively identify trends with Success Metrics, and more.