Vitally 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.

Use Cases

Customers recommend Engagement Management, Customer Feedback Management, Proposal & Quote Management, as the business use cases that they have been most satisfied with while using Vitally.

Other use cases:

  • Playbook Creation
  • Onboarding
  • Workflow Management
  • Subscription Management
  • Social Media Analytics
  • Generation Of New Leads
  • Contract Management
See all use cases See less use cases

Business Priorities

Enhance Customer Relationships and Acquire Customers are the most popular business priorities that customers and associates have achieved using Vitally.

Vitally Use-Cases and Business Priorities: Customer Satisfaction Data

Vitally's features include Personalization, Feedback Surveys, Alerts: Popups & Notifications, etc. and Vitally support capabilities include 24/7 Support, AI Powered, Email Support, etc. also Vitally analytics capabilities include Analytics, and Custom Reports.

Peer review evidence (same sources as the product rating summary)

"...Renewal date is less than 10 days from now AND Active User Percent is less than Customers Low engagement approaching renewal Risk Annual revenue is greater than OR Capital Raised is greater than Trials High potential trial Opportunity Analyze customers with active Indicators...." Reduce churn & drive upsells
"...In a matter of minutes, you'll be able to track and analyze your Net Promoter Score - overall and at each business. ..." Vitally: NPS surveys & analytics for B2B SaaS teams
"...To help us quote you the best price, we'd like to learn a bit more about you :) ..." Vitally: Product Analytics for Customer Success teams

Vitally, belong to a category of solutions that help Customer Success Platform. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Vitally empowers Customer Success teams to boost revenue and reduce churn. It ensures a proactive, world-class customer experience at scale.

Vitally Customer wins, Customer success stories, Case studies

What benefits does Vitally offer for Engagement Management?

Why is Vitally the best choice for Customer Feedback Management?

How can Vitally enhance your Playbook Creation process?

What makes Vitally ideal for Onboarding?

11 buyers and buying teams have used Cuspera to assess how well Vitally solved their Customer Success Platform needs. Cuspera uses 363 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Customer Success Platform needs.

 

Shogun - Internet - Medium

San Mateo, USA

Shogun used Vitally to improve customer success for its ecommerce platform. Before Vitally, Shogun struggled to track customer behavior and deliver high-touch support to large merchants. With Vitally..., they set up segmentation, rule-based alerts, and health tracking for key customer groups. This let them proactively reduce churn and find expansion opportunities. Shogun now recommends Vitally for its intuitive interface and strong support.

 

User Interviews - Information Technology And Services - Small

New York, USA

Vitally helped User Interviews cut their customer churn rate from 6% to 3%. Before Vitally, the team managed customer data manually and reacted to issues late. With Vitally, they automated tasks, tra...cked renewals, and used playbooks for outreach. The platform made it easy to see all client data in one place. User Interviews now acts proactively, saving time and reducing churn.

 

Hubstaff - Information Technology And Services - Medium

Indianapolis, USA

Hubstaff used Vitally to build its Customer Success team from scratch. Before Vitally, Hubstaff struggled to retain customers and lacked insight into customer segments and product usage. With Vitally..., the team gained real-time visibility into customer health, risk, and opportunity indicators. Automation and reporting features helped save time and improved onboarding for new hires. As a result, Hubstaff saw its lowest churn and highest expansion in recent months.

 

CompanyCam - Computer Software - Medium

Lincoln, USA

Vitally helped CompanyCam automate customer success tasks and reduce wasted time. Before Vitally, CompanyCam's team struggled with scattered data and reactive support. Vitally's automation and playbo...oks let them prioritize accounts and boost onboarding success by 3%. The team now spends time where it matters and feels more in control. Vitally made their customer success process more efficient and proactive.

 

BombBomb - Internet - Medium

Colorado Springs, USA

Vitally helped BombBomb's customer success team retrieve information 27 times faster. BombBomb struggled with slow, manual processes and scattered data across Salesforce, Chargebee, and spreadsheets.... Vitally unified all customer data, automated manual tasks, and enabled proactive management. The team now tracks customer usage in seconds, saving time and reducing stress. Dashboards and integrations improved collaboration and data-driven decisions.

 

Rinsed - Computer Software - Small

New York, USA

Vitally helped Rinsed, a CRM provider for car washes, solve issues with outdated processes and lack of historical data. The Customer Success team unified all customer and product usage data in one pl...atform. Vitally integrated with tools like Gmail, Slack, Zapier, and Snowflake, improving visibility and collaboration. Rinsed now tracks account health, automates tasks, and manages projects more efficiently. Response times to customers improved, and team knowledge sharing became seamless.

lightning

Peers used Vitally for engagement management and customer feedback management

Vitally Features

  • Low
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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 News

Product

Vitally Therapy AI Debuts Wellness App With Live AI Avatar ...

Vitally Therapy AI has launched a new AI-powered wellness app featuring live AI avatar video conversations for emotional support. The app offers interactive sessions with virtual wellness coaches, mood tracking, and self-care resources, aiming to make wellness support more accessible and engaging. It combines conversational AI with visual and voice-based interactions, targeting stress management, motivation, and emotional well-being.

Product

Vitally Therapy AI Launches AI Wellness App Featuring Live Avatar Video ...

Vitally Therapy AI launched an AI-powered wellness app featuring live avatar video chat for emotional wellness support. The app integrates mood tracking, journaling, meditation, and more, offering a comprehensive wellness hub. It aims to provide an affordable, interactive experience for users seeking emotional support through guided conversations with AI wellness avatars.

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