Vitally Reviews for 2025
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What is Vitally?
Vitally allows customer-centric teams at B2B SaaS companies to provide the best possible customer experience. They 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 & eliminates churn. By quickly unifying disparate product and customer data into a compelling and easy-to-use platform, Vitally allows teams to implement better customer success processes rapidly and have an immediate impact
Found in these Categories
Best For
- Medium Business
- Large Enterprise
Vitally Pricing
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Vitally Features
- Workflow Management
- Win/Loss Analysis
- Usage Tracking/Analytics
- Survey/Poll Management
- Third-Party Integrations
- Reporting/Analytics
- Revenue Management
- Onboarding
- NPS of Customers
- Negative Feedback Management
- Multi-Channel Communication
- Health Score
- Feedback Management
- Drag & Drop
- Dashboard
- Customizable Templates
- Customer Segmentation
- Customer Engagement
- Contact Management
- Collaboration Tools
- Communication Management
- Chat/Messaging
- Alerts/Notifications
- Account Alterts
- Activity Dashboard
- Account Management
- API
- Activity Tracking
- Churn Management
- Configurable Workflow
- Customer Database
- Customer Experience Management
- Customer History
- Customer Management
- Engagement Tracking
- Performance Metrics
- Tagging
- Task Management
- Trend Analysis
- Visual Analytics
- Widgets
User Sentiment - Vitally Reviews
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Robust Customer Health Scoring
Vitally’s customer health scoring feature is highly praised for helping teams proactively identify customer health risks and opportunities. Users appreciate the flexibility and customization options in defining what makes a “healthy” customer.
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Intuitive User Interface
The platform is often described as user-friendly, making it easy for customer success teams to navigate and utilize essential features without extensive training.
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Data Integration and Customization
Vitally integrates with various tools, such as CRMs and support systems, allowing seamless data flow across teams. Users highlight the ability to customize fields and dashboards to fit specific customer success workflows.
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Effective Automation and Alerts
Automated alerts and workflows save users time and ensure timely actions on accounts that need attention. This functionality aids in retaining customers by addressing issues before they escalate.
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Excellent Customer Support
Many reviewers commend Vitally’s support team for being responsive and helpful, providing tailored advice and assistance, especially during the initial setup and onboarding.
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Steep Learning Curve for Advanced Features
While the basic functionality is accessible, some users report that mastering more advanced features requires time and training, particularly for those new to customer success platforms.
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Limited Reporting Capabilities
Some users feel the reporting could be more robust. Although Vitally provides essential metrics, there’s feedback that more advanced or customizable reporting would improve strategic insights.
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Cost Concerns for Small Teams
A few reviews mention that Vitally’s pricing may be challenging for smaller teams or startups. The platform’s powerful features are valued, but some users feel the cost is high for smaller-scale operations.
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Lack of In-App Guidance for New Features
As Vitally frequently updates its offerings, a few users would like to see more in-app guidance or tutorials for new features to streamline the learning process as they are rolled out.
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Customization Constraints on Some Dashboards
While the platform offers some level of customization, a few users mentioned limitations with specific dashboard elements and wished for even more control over layout and metrics.
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Vitally Company Details
Company Name
Vitally, Inc.
Headquarters
United States
Website
vitally.io
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