Vitally vs Planhat

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

See why CS Leaders choose Vitally when compared to Planhat.

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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.

Trusted by leading B2B Customer Success Teams

See How Vitally and Planhat Stack Up

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

Vitally

Planhat

All Features, All Plans

Playbooks Branching Logic

Auto-Complete Tasks

Revenue Integrations

Multi-Step Automation

Only on Profesional & Enterprise Plans

Customize Automations

Only on Professional & Enterprise Plans

Ready to Dive Deeper?

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

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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.

Boost Your Customer Success Productivity Now

Schedule a personalized demo today to see how Vitally can help your Customer Success organization operate with more efficiency, improve NRR, deliver best-in-class customer experiences, and get more work done.