Vitally
The Customer Success Platform for B2B SaaS.
Overview
Vitally is a customer success platform designed for the modern SaaS team. It integrates deeply with product analytics tools, CRMs, and support systems to provide a unified view of the customer. It helps CSMs automate workflows, track health scores, and manage their book of business efficiently.
✨ Key Features
- Automated Playbooks & Workflows
- 360-degree Customer View
- Product Usage & Engagement Tracking
- Health Scoring
- Docs & Project Management
- Conversations Inbox
- Vitally AI (Summaries, Actions)
🎯 Key Differentiators
- Deep integration with modern data stack (Segment, Mixpanel)
- Blazing fast and intuitive user interface
- Powerful automation and project management capabilities
Unique Value: Empowers B2B SaaS customer success teams to work more efficiently and effectively by unifying product and customer data in a fast, automated, and collaborative platform.
🎯 Use Cases (4)
✅ Best For
- Automated onboarding checklists for CSMs
- Health scores based on product adoption metrics
- Centralized view of all customer interactions
💡 Check With Vendor
Verify these considerations match your specific requirements:
- B2C customer support
- Subscription billing
🏆 Alternatives
More modern, faster, and more deeply integrated with product data than Gainsight, making it a preferred choice for product-led companies.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Dedicated Support (Enterprise tier)
🔒 Compliance & Security
💰 Pricing
✓ 14-day free trial
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