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Vitally description
Vitally is a customer success platform designed for B2B companies of all sizes. It helps centralize customer data from your existing tools, automate customer success workflows, and provides real-time visibility into customer health and team performance through dashboards and reports. Vitally aims to streamline customer success operations, improve customer experience, and drive business growth.
Who is Vitally best for
Vitally is a customer success platform that centralizes customer data, automates workflows, and provides real-time visibility into customer health. Users praise its comprehensive features, smooth operation, and dynamic metrics. However, some users mention occasional data population issues. It's best for small and medium-sized B2B SaaS businesses in software, IT, and telecommunications.
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Best fit for small to medium-sized B2B SaaS companies.
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Ideal for software, IT, and telecommunications companies.
Vitally features
| Supported Vitally supports customer health tracking based on product usage, engagement, and support tickets. |
| Supported Vitally offers extensive native integrations, Zapier and API support for data synchronization. |
| Supported Vitally supports automated workflows triggered by customer events, including inactivity or low engagement. |
| Supported Users can define custom health scores based on various criteria. |
| Supported Vitally allows users to create custom reports and track key metrics using widgets. |
| Supported Vitally allows tracking customer health scores over time and identifying trends. |
| Supported Vitally provides real-time visibility into customer access and behavior through features like real-time data, 360 views, and health scores. |
We evaluate the sentiment that users express about non-functional aspects of the software
Value and Pricing Transparency
Customer Service
Ease of Use
Reliability and Performance
Ease of Implementation
Scalability
Vitally reviews
We've summarised 610 Vitally reviews (Vitally Capterra reviews and Vitally G2 reviews) and summarised the main points below.
- Dynamic metrics for gauging customer health.
- Seamless integration and data representation.
- Comprehensive features and smooth operation.
- Centralizes customer data and communications.
- Easy-to-use interface and platform customizability.
- Data sometimes does not populate correctly.
- Sorting and filtering can be improved.
- Email from Vitally rather than the CSM can be confusing for customers.
- Discard changes required to see updated columns.
- Some features, like email integration, could be more user-friendly.
Vitally pricing
The commentary is based on 22 reviews from Vitally Capterra reviews and Vitally G2 reviews.
While Vitally offers valuable customer success features, some reviewers find the pricing high, especially for startups or those needing fewer user licenses. Others mention it as "worthwhile" or "fair" considering the robust functionality. A few suggest the cost is justified given the time saved and insights gained.
Users sentiment
See the Vitally pricing page.
Vitally alternatives
vitally vs Salesforce Sales CloudBetter fit for sales teams in retail, manufacturing, education, real estate, hospitality, media, marketing, professional services, automotive, and aerospace. Has broader industry applicability. Is growing faster in terms of website traffic. More reviews are available.Read more
vitally vs TotangoBetter for larger businesses. Has broader industry applicability but lower ratings and is declining in momentum. A strong Totango alternative for Software and IT.Read more
VelarisBetter fit for medium-sized businesses and has stronger momentum. Excellent customer support and highly customizable, but initial setup can be difficult. A strong Vitally competitor.Read more
Gainsight Customer SuccessBetter fit for larger enterprises needing company-wide customer success adoption. More complex, potentially overwhelming for smaller teams seeking simplicity. Gainsight Customer Success has lower ratings on ease of implementation and value for price. It is a Gainsight Customer Success alternative for those prioritizing ease of use.Read more
CustifyBetter fit for small businesses and medium businesses. Also a good fit for Finance, Banking & Insurance, E-commerce, Education, Hospitality & Tourism, Transportation & Logistics, Media & Entertainment, Marketing & Advertising, and Professional Services. Has slower momentum.Read more
ChurnZeroBetter fit for Healthcare, Finance, Education, Real Estate, Hospitality, Transportation, Non-profit, Professional Services, and Marketing. Has significantly less momentum. A ChurnZero alternative focused on renewals and churn reduction.Read more
Vitally FAQ
What is Vitally and what does Vitally do?
Vitally is a customer success platform for B2B SaaS companies that centralizes customer data, automates workflows, and provides real-time visibility into customer health and team performance. It features custom health scores, dashboards, and integrations to streamline operations and improve customer experience.
How does Vitally integrate with other tools?
Vitally integrates with other tools through extensive native integrations, Zapier support, and a robust API. This allows for seamless data synchronization and workflow automation with your existing tech stack.
What the main competitors of Vitally?
Top alternatives to Vitally include Totango, ChurnZero, Custify, and Gainsight. These platforms offer similar functionalities, such as customer health tracking, automated workflows, and integrations, catering to various business sizes and needs.
Is Vitally legit?
Yes, Vitally is a legitimate customer success platform. G2 rates it 4.6/5 based on many reviews. Users praise its dynamic metrics, seamless integrations, and comprehensive features. However, some users mention occasional data inaccuracies and suggest improvements to filtering.
How much does Vitally cost?
Vitally doesn't publicly share its pricing information. Contact their sales team to obtain product pricing details and determine if Vitally is worth it for your needs.
Is Vitally customer service good?
Vitally's customer service receives positive feedback. Users highlight the helpfulness and responsiveness of the support team, particularly during implementation and ongoing use. The readily available support and training resources contribute to a positive customer service experience.
Reviewed by
Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.