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.
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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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.