Customer stories

Integrations

Customer Feedback Management
Project Management
CRM
Conversion Rate Optimization

Vitally Product Overview

Vitally's Customer Success Platform (CSP) transforms customer engagement by automating and scaling essential strategies, processes, and workflows. Leveraging real-time customer data, it empowers teams to achieve measurable business outcomes. This platform enhances productivity, collaboration, and visibility, making it a trusted choice for over 500 leading B2B customer success teams. Vitally enables businesses to work smarter and grow by providing tools that optimize customer interactions and drive strategic success. With a focus on customer success, the platform is positioned to deliver high ROI through improved customer satisfaction and retention.

How satisfied the customers are with Vitally use-cases

Vitally Customer Insights, Testimonials and Case Studies

Triptease - Hospitality - Medium

Vitally AI helped Triptease unify global customer success operations and reclaim 30% of CSM time. The team saved over 2 hours per week using AI-powered workflows. 97% of AI-generated customer pulse u...pdates were used without edits. Triptease chose Vitally for its customizable platform and strong support. The solution improved visibility into churn and revenue risk for the hospitality company.

Read on →

CompanyCam - Construction - Medium

Vitally helped CompanyCam move from guesswork to a data-driven customer success strategy. The team faced challenges with scattered data and task prioritization. Vitally's automation and KPI tracking ...improved efficiency and centralized key metrics. CompanyCam saw onboarding success rates rise by three percentage points. The customer success team now works more proactively and efficiently.

Read on →

PartnerStack - Internet

Vitally helped PartnerStack unify customer and partner data in one place. Before Vitally, PartnerStack struggled with scattered data and poor team communication. Vitally integrated with tools like Ze...ndesk and Salesforce, making data easy to access. Teams now share information faster and work together better. PartnerStack uses Vitally dashboards to see key metrics and make decisions quickly. The platform's views and email summaries save time and improve customer success.

Read on →

Navattic - Computer Software - Medium

Vitally helped Navattic reduce churn by 20% and onboard four times more users in one year. Before Vitally, Navattic struggled to track customer touchpoints and milestones using disconnected tools. Wi...th Vitally's Customer Success Platform, the team centralized customer data, automated onboarding emails, and improved account health tracking. Integrations with Salesforce, Stripe, and Zapier let Customer Success Managers work in one place. Navattic also saw a 30% decrease in average time to go live for customers.

Read on →

User Interviews - User Research

Vitally helped User Interviews move from a manual, reactive customer success process to a proactive strategy. The platform gave the team better visibility into renewals and customer usage. Automation... and playbooks saved time and energy. User Interviews cut their churn rate in half with Vitally. The team found the platform easy to use and quick to set up.

Read on →

Hubstaff - Human Resources - Medium

Vitally helped Hubstaff build a Customer Success team from day one. Hubstaff faced challenges with customer retention and lacked visibility into customer segments. Vitally's platform provided automat...ed workflows, real-time notifications, and customer reporting. These features enabled proactive customer management and reduced churn. Hubstaff now retains more customers and sees increased expansion thanks to Vitally.

Read on →
lightning

Peers used Vitally for engagement management and customer feedback management

Vitally Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
Analytics

4.35/5

Read Reviews (14)
Custom Reports

4.28/5

Read Reviews (20)
CAPABILITIES RATINGS AND REVIEWS
Analytics

4.35/5

Read Reviews (14)
Custom Reports

4.28/5

Read Reviews (20)

Software Failure Risk Guidance

?

for Vitally

Overall Risk Meter

Low Medium High

Top Failure Risks for Vitally

Vitally, Inc Profile

Company Name

Vitally, Inc

Company Website

https://vitally.io/

HQ Location

303 Spring St, New York, US

Employees

1-10

Social

Financials

PRIVATE