About Vitally
Overview
Vitally is an AI-powered Customer Success Platform (CSP) that brings customer data, teams, and customers into one workspace. It combines productivity, collaboration, and visibility tools with AI-driven insights so customer success teams can move faster, stay aligned, and drive customer outcomes at scale. Real-time data from across the tech stack powers everything, from dynamic Health Scores to reporting dashboards and automated Playbooks.
Key Benefits
- Unify customer data from across your tech stack in one platform with 30+ native integrations.
- Build dynamic, multi-factor Health Scores customized by segment, stage, or team.
- Automate CSM assignment, task creation, and more with Playbook-based workflows.
- Generate AI-powered customer summaries, conversation replies, and documentation with Vitally AI.
- Create dashboards that showcase KPIs, team performance, and Customer Success impact.
- Collaborate with customers on mutual success plans, tasks, and insights in shared Docs.
How It Works
Teams connect Vitally to their CRM, product, comms, and data tools, then configure Health Score models and automated Playbooks without writing code. CSMs work from centralized projects, docs, and surveys, while Vitally AI turns transcripts, notes, and tickets into summaries, tasks, and next steps. Automated triggers launch emails, tasks, and alerts whenever a customer's health shifts.
Use Cases
- CSMs use AI account summaries to stay ahead across dozens of accounts and reduce churn.
- CS leaders set KPIs, measure team performance, and scale visibility into CS reporting.
- CS operations teams automate customer messaging and flag at-risk accounts early.
- Account managers guide customers through project milestones and renewal readiness.
- B2B SaaS teams like Navattic and Triptease manage QBR and renewal processes to lower monthly churn.
- Leaders at CultureAmp use automated messaging so CSMs can identify risk proactively.
Why Choose This Product
Vitally pairs productivity, collaboration, and visibility tools with AI in a single platform, reporting a 4.5 G2 rating from 700+ reviews and serving 600+ leading B2B customer success teams. The company also reports faster time to go live and faster time to estimated ROI than the industry average. Prospective customers can try the product in a dedicated trial sandbox with their own customer data and build a business case showing expected ROI.
Vitally Pros & Cons
- Built-in Vitally AI for instant customer summaries, agentic actions, and answers
- 30+ native integrations sync data across the tech stack without engineering help
- No-code Health Score builder with threshold rules, weightings, and automated triggers
- 4.5 G2 rating across 700+ reviews with 600+ B2B CS teams as customers
Key Features
Health Scores
Build dynamic, multi-factor Health Scores with threshold rules, weightings, and previews, customized by segment, stage, or team.
Playbook Automation
Create Playbooks that automatically manage CSM assignment, task creation, and other workflows without code.
Vitally AI
Generate instant customer summaries, agentic actions, and smarter answers from transcripts, notes, and tickets.
Project Management
Keep customers on track through every project milestone and point of the customer journey.
Collaborative Docs
Connect data and customers to share information, complete tasks, and work toward mutual success.
Surveys & NPS
Distribute custom surveys and capture NPS feedback to gather product insights in real time.
Reporting Dashboards
Create dashboards that showcase KPIs, team performance, and the impact of Customer Success.
Smarter Meetings
Connect calendars to visualize schedules, track attendance, and add important meeting notes.
Vitally Pricing
View full pricing →Pricing extracted from the product website and may change. Check the source for current details.
Frequently asked questions about Vitally
Why do Customer Success teams need health score software?
CS teams use health score software to proactively manage customer relationships and reduce churn. Without a centralized, data-driven view of customer health, teams react to issues only after they escalate, which puts renewals, expansion, and long-term customer value at risk. Health scoring helps teams define and monitor signals like product adoption, engagement, support volume, and feedback in real time.
What should be included in a customer health score?
A well-rounded health score combines quantitative and qualitative signals, including product usage metrics like login frequency and feature adoption, engagement data like meeting attendance and email responsiveness, support interactions like open tickets, and customer-specific traits like segment, renewal date, and revenue. In Vitally, health scores can also incorporate Success Metrics, custom traits, and AI-driven insights.
How does Vitally calculate customer health scores?
Vitally builds dynamic, multi-factor health scores from traits, metrics, and engagement signals that teams customize by segment, stage, or team. Teams refine the scoring logic with threshold rules, weightings, and previews in a no-code Health Score builder, and the scores automatically trigger emails, tasks, and alerts when a customer's health changes.
What platforms does Vitally support?
Vitally is available on: Web.