Vitally

About Vitally
Vitally allows customer-centric teams at B2B SaaS companies provide the best possible customer experience. We provide your team with 360 customer profiles, flexible health scoring & reporting, and best-in-class automation - wrapped in a beautiful UI every team member will love using. With access to enriched customer data, proactive alerting of at-risk & upsell accounts, and automated engagement with in-need customers, Vitally helps 10x the impact of every team member & eliminate churn.
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Reviews
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- Industry: Information Technology & Services
- Company size: 11–50 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Perfect CSM Tool for small to medium companies
Reviewed on 2021/05/26
Pros
Easy to set up, finally all my data in one place. Their support was very helpful if any questions came up, but you can do everything yourself within the tool as well.
Cons
Actually nothing really, but I'd like to note that the value of Vitally is only as good as the setup and data you put into that. So make sure you clean the data of the other tools before you start with integrating it.
Reasons for Switching to Vitally
It was a matter of price, as a startup Vitally comes in much cheaper so for a start with CS-tools, I would totally go for Vitally.- Industry: Computer Software
- Company size: 11–50 Employees
- Used Weekly for 1-5 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
Vitally review
Reviewed on 2024/01/05
Pros
Vitally is great solution for us as we deal with multiple contacts per customer, this allows us to track and resolve problems per contact and customer. We can easily delegate tasks to the assigned CSM and track the progress. Also, we have clear visibility to our customers ARR, Key dates, OHS. We also, do like how we can filter views per revenues, customers with missing data, etc. The ability to integrate with our other key platforms is essential.
Cons
Vitally is a big platform and it'll take a bit to learn all of the bells and whistles to ensure we are maximizing our value. The cost is bit high for the number of users and viewers we get, other than that this is a good tool for CSM's.
- Industry: Alternative Dispute Resolution
- Company size: 2–10 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 0.0 /10
Bad CS software
Reviewed on 2024/01/23
There was no experience to describe the experience
There was no experience to describe the experience
Pros
Nothing, no value added, it was absolute money wasted with no results
Cons
Everything was fine until the sales, but after that, the onboarding process was terrible. There was no value for money, and the company seemed more interested in taking money from customers rather than providing good service. In addition, the customer success leaders seemed unaware of which customers were using their software. There was no accountability.

- Industry: Computer Software
- Company size: 51–200 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Great Product and it keeps getting better
Reviewed on 2022/09/10
Our CSM has changed multiple times in the last year due to their growth but the service has always...
Our CSM has changed multiple times in the last year due to their growth but the service has always been great.
Pros
Vitally was very simple to implement and get going.
In the end, it comes down to the quality of the data that you integrate with it.
Cons
Account tracking rules are a bit limiting but this hasn't stopped us from performing or tracking customers in anyway.
- Industry: Computer Software
- Company size: 11–50 Employees
- Used Daily for 6-12 months
-
Review Source
Overall rating
- Ease of Use
- Customer Support
- Likelihood to recommend 7.0 /10
A larger scale
Reviewed on 2022/10/17
Pros
This software is focused on using product analytics to inform the Customer Success process. The platform is designed for B2B SaaS which is a plus.
Cons
The software needs a dedicated CS team otherwise you would be better off using a product analytics platform. If you aren't doing manual outreach, this platform is probably not for you.
Vitally FAQs
Below are some frequently asked questions for Vitally.Q. What type of pricing plans does Vitally offer?
Vitally offers the following pricing plans:
- Starting from: US$299.00/month
- Pricing model: Subscription
- Free Trial: Available
Vitally offers pricing plans that fit the needs of any size B2B SaaS business, from early-stage startups to global Customer Success teams.
Q. Who are the typical users of Vitally?
Vitally has the following typical customers:
2–10, 11–50, 51–200, 201–500, 501–1,000
Q. What languages does Vitally support?
Vitally supports the following languages:
English
Q. Does Vitally support mobile devices?
Vitally supports the following devices:
Q. What other apps does Vitally integrate with?
Vitally integrates with the following applications:
Amazon Redshift, Chargebee, Clearbit, Gmail, HubSpot CRM, HubSpot Marketing Hub, Intercom, Microsoft Outlook, Mixpanel, PostgreSQL, Recurly, Segment, Slack, Snowflake, Stripe, Zapier, Zendesk Suite
Q. What level of support does Vitally offer?
Vitally offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base, Chat
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