Vitally

Strikingly simple, strikingly powerful

‍Don't compromise between power and ease-of-use. Get your team up and running quickly with plug-and-play integrations and project templates, then create bespoke customer experiences with customization and automation that scales.

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‍Real-time visibility into your book of business

‍Vitally unifies customer data across your tech stack so you can proactively identify trends and leverage insights for a world-class customer experience. Think CRM, product analytics, support tickets, emails, NPS, and revenue data—all in one tab.

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‍Unlock next-level customer insights

‍From QBRs and onboardings to renewals and day-to-day troubleshooting, our proprietary health scoring model and Account 360 profiles will set your team up for success in any situation.

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‍White-glove experiences at scale

‍Save time, standardize operations, and master one-to-many Customer Success with automated Playbooks that cover everything from internal workflows to external customer communications.

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‍Hit more milestones with Projects

‍Expertly manage and collaborate on mission-critical initiatives throughout the customer lifecycle with Projects.

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‍More visibility, more Customer Success wins

‍From project management and tasks to account health and revenue—and everything in-between—enhance visibility and maximize your team’s performance with actionable reports and dashboards.

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‍Easily integrate without interruption

‍Sync customer data from tools across your tech stack in a matter of minutes—without tapping in engineering, operations, or IT for assistance.