Vitally - Customer Success, 90s Style!

We've raised a $30M Series B to transform Customer Success!

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Product	Solutions	Customers
Product Overview Productivity Visibility Collaboration Integrations	Customer Success Leader Account Managers Customer Success Manager Executives Operations	Success Network
Product Education	Tech-Touch	Explore
Demo Center	High-Touch	Blog
Help Center		Blueprints
		Events

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We Help You Build Scaled CS

Vitally is software built for today's Customer Success teams. Drive measurable impact for your business and team by automating and scaling your strategies, processes, and workflows. All in one place. Product Tour Get a Demo

4.5 based on 600+ Reviews
Rated #1 in Momentum Spot Automation Spot Projects Spot Docs Spot Health Scores Spot Dashboards Spot Goals Spot Surveys Spot Meetings

Trusted by 500+ Leading B2B Customer Success Teams

The Problem

Thousands of Data Points. No Clear Direction. With scattered data, CS teams struggle, making them more reactive, less objective, and frustratingly inefficient.

Team & Customer Data is Siloed. You are decentralizing your customer data and separating it from where your teams work, making scaling productivity increasingly difficult.

Success is Impossible to Measure. You can't define workflows to reach calculated objectives without a single platform to gain visibility into your strategies and data.

Customers Are Kept in the Dark. You can't get the best results for your customers unless you’re able to work with them through the journey and collaborate with shared data.

Why Vitally?

Where Customer Data Turns Into Customer Success

Vitally combines your data, teams, and customers into a single platform to maximize successful business outcomes.

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Computer Make Your Team More Productive

Unify your customer data and work while scaling CS productivity faster than ever with automated workflows and centralized project management.

Get Visibility into CS Impact Computer

Take advantage of every critical data point to set KPIs, inform your strategies, analyze and measure the impact of CS, and scale the visibility of your reporting.

Simplify Customer Collaboration Computer

Make it easy for your customers to collaborate on mutual success plans, complete tasks, and share insights — so that they make data-driven decisions.

Productivity

Simple Workflows, Exceptional Results

Vitally combines your data, teams, and customers into a single platform to maximize successful business outcomes.

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Powerful Automation. Build Playbooks to automatically manage everything from CSM assignment, task creation, and much more.
Agile Project Management. Keep customers on the right track through every Project milestone and point of the customer journey.
Personalized Experiences. Organize your workspace like never before with focused Hubs for your teams, processes, and more.

Collaboration

Work Towards Shared Success

Ensure your team and customers are aligned on business objectives and essential tasks with collaboration tools.

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Collaborative Docs. Connect your data and customers to share information, complete tasks, and work towards mutual success.
Real-time Feedback. Distribute custom surveys to gather product insights and capture feedback that inform strategies and processes.
Smarter Meetings. Connect your calendar to visualize your schedule, track attendance, add detail important notes.

Visibility

Analyze & Measure CS Impact

Connect data from across your tech stack with CS insights to tailor processes and strategies for achieving revenue growth.

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Natively Integrated. Easily connect your tech stack to surface insights from your product, CRM, comms, and more.
Dynamic Health Scores. Accurately visualize customer health with scores based on current lifecycle stage or segment.
Powerful Reporting. Create beautiful dashboards to showcase KPIs, team performance, and the impact of Customer Success.

Spot 87% Increase in admin efficiency by switching to Vitally. Learn more

Spot 30% Decrease in average time to go live for Navattic Customers. Learn more

Spot "We have a better idea about what features our customers are using and how that relates to churn & retention." Learn more

Customer Success Leaders Have Spoken

For 2025, Vitally was again ranked #1 in Momentum for Customer Success Platforms on G2. With consistently high satisfaction ratings (4.5 average score) and continuous product updates, Vitally continues to set customers up for success. Why Vitally Explore Demo Center

Graph data from from G2 Fall 2024 Customer Success Momentum report Earth

Real Customers. Real Results.

All Customer Stories

Alisa Feng Head of Customer Success @ Navattic "Since we started managing our QBR and renewal processes through Vitally, we also noticed a 20% decrease in monthly churn between the first and second half of the year" Read Story
Vicki Sorensen Global Head of CS @ Tines "From an expansion standpoint, Vitally has been extraordinarily helpful. Vitally's also been instrumental in surfacing the right information and ensuring that we are in lockstep with the customer in their journey." Read Story
Linnea Olsen Customer Success Operations Manager @ Apollo "Where I hadeight Gainsight admins previously, I’m doing the same types of CS motions with just one admin in Vitally today." Read Story
Tomas Williams Customer Experience Insights & Enablement Manager @ Procurify "Theautomation builder in Vitally was definitely the best one that we saw when we were looking at competitors." Read Story
Cindy Lin Customer Success Operations Lead @ CultureAmp "Thisend-to-end automationfor customer messaging is significant for us because now itsaves our CSMs timeand allows them to spend more time on identifying risk proactively." Read Story
Jared McCoskey Director of Customer Success @ CompanyCam "Vitally really stood out to me because it wasextremely powerful. I could tell that there was data coming in from all of the sources I needed it to come in from." Read Story

Success Network

Work Smarter, Think Bigger, Grow Together

Take your career to the next level with resources curated for your professional growth.

Academy On-Demand Product Lessons Explore features and learn the foundations of Vitally with our video training series and in-depth use-cases. Learn More	Training Live Hands-on Instruction Our Vitally CS team offers live training sessions to help you learn everything from the basics to advanced features. Learn More
Development Lessons in CS Thought-Leadership We work with leaders across the Customer Success space to bring you the latest insights, best practices, and more. Learn More

The Latest From Vitally

All Blog Posts

Introducing Vitally AI: Turning your unstructured data into actionable insights.Learn More
Here are six reasons why you can’t run scalable Customer Success on a CRM. Learn More
We’re thrilled to announce that we’ve been recognized as one of the Top 50 Project Management Tools on G2 for 2025! Learn More
In our ongoing video series "One Vital Question," we asked Customer Success leaders how confident they are heading into 2025? Learn More

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