Vitally Reviews

& Product Details

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

Best For

Accelerate Customer Success for B2B SaaS

Recommended For

StartUps
Freelancers
Small Business
Medium Business
Large Enterprise
Non-profit Organization
Personal

Deployment

Cloud, SaaS, Web-Based
Mobile - Android
Mobile - iPhone
Mobile - iPad
Desktop - Mac
Desktop - Windows
Desktop - Linux
Desktop - Chromebook
On-Premise - Windows
On-Premise - Linux

Contact

Company Name
Vitally, Inc.
Located In
United States
Website
vitally.io

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Vitally Pricing

Starting from:

Custom

Pricing Model: Subscription

Free Trial
Free Version

Pricing Details:

Vitally pricing is fully customizable based on every business need. You will need to fill out a form and wait for them to contact you with the personalized quote. All plans include unlimited observer seats, SS0, data warehouse integrations, and unlimited playbook automations.

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

Additional Features

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

Additional Features Show Less Features

Global Buzz: Vitally at a glance

4.5

Global Average Score

Score4.50/5

Reviews2,610

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.
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.
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.
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.
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.

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.
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.
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.
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.
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.

Disclaimer

Here at Tekpon's Global Buzz, we blend AI smarts with a human touch to offer a snapshot of user reviews from the web. While we carefully craft these summaries, please remember they reflect diverse user views and experiences, not Tekpon’s own opinions.