# Vitally Reviews **Vendor:** Vitally **Category:** [Customer Success Software](https://www.g2.com/categories/customer-success) **Average Rating:** 4.5/5.0 **Total Reviews:** 696 ## About Vitally Vitally is the AI-powered Customer Success Platform built to help Customer Success teams, CS Ops leaders, and revenue-driven organizations deliver exceptional customer experiences, overcome challenges, operate with greater efficiency, and drive measurable business growth. In today’s competitive SaaS landscape, CS teams need more than just data visibility. They need actionable intelligence. Vitally unifies all of your customer-facing data from across your tech stack into a single source of truth with real-time, bi-directional integrations. This ensures your Customer Success team always has the most accurate, up-to-date insights to guide strategic decisions. With AI at its core, Vitally predicts churn risk, uncovers expansion opportunities, and helps teams prioritize the right actions at the right time. Customer Success leaders can analyze account and user health, track lifecycle stages, and segment customers with precision. Intelligent Health Scores highlight areas that need immediate attention, while lifecycle tracking ensures every customer stays on the path to success. Vitally is built to empower CS Ops teams to standardize and automate critical workflows. From onboarding to renewals, CS-specific project management keeps teams organized and aligned. Automated notifications and AI-assisted Playbooks adapt to changing customer needs, ensuring timely engagement and consistent delivery of value. Our advanced analytics and reporting tools transform raw customer data into visually rich dashboards and actionable insights. Customer Success managers can identify trends, celebrate wins, and surface opportunities for revenue growth. Vitally gives leaders the ability to measure performance, prove the impact of Customer Success, and make data-backed decisions. From fast-growing startups to established B2B SaaS leaders, companies choose Vitally for its combination of AI-powered insights, deep integrations, and intuitive user experience. Vitally enables organizations to proactively reduce churn, improve net revenue retention, and deliver measurable results at scale. Schedule a demo today to see how Vitally’s AI-driven Customer Success Platform can transform your CS operations, empower your team, and help you achieve your most ambitious growth goals. ## Vitally Pros & Cons **What users like:** - Users find Vitally's **ease of use** remarkable, thanks to its intuitive UI and customizable features enhancing productivity. (38 reviews) - Users love the **intuitive interface** of Vitally, making it easy to use for both admins and end users. (23 reviews) - Users love the **extensive customization options** in Vitally, enhancing their experience and making the tool highly effective. (22 reviews) - Users love the **easy integrations** with other platforms, enhancing efficiency and streamlining workflows across teams. (22 reviews) - Users value the **automation capabilities** of Vitally, enhancing efficiency and ensuring important tasks are managed seamlessly. (19 reviews) - Users commend Vitally's **excellent customer support** , highlighting the team's helpfulness and responsiveness throughout the experience. (19 reviews) - Dashboards (19 reviews) - Users value the **centralized information** in Vitally, enhancing collaboration and simplifying account management across teams. (18 reviews) - Efficiency (17 reviews) - Health Monitoring (15 reviews) **What users dislike:** - Users find it **overwhelming and complex** to set up and integrate data in Vitally, especially for non-technical users. (10 reviews) - Users report a **steep learning curve** for Vitally, necessitating time and team investment for effective utilization. (10 reviews) - Users desire more **native integration options** with Vitally, as current limitations lead to cumbersome work-arounds. (9 reviews) - Limited Customization (6 reviews) - Users feel the **missing features** in Vitally hinder usability, causing inefficiencies and design frustrations. (6 reviews) - Users find Vitally's **missing functionality** such as Gantt charts and multi-language support frustrating and inadequate. (6 reviews) - Users find the **steep learning curve** of Vitally challenging, especially for non-technical team members during the setup process. (6 reviews) - Data Saving Issues (5 reviews) - Users find Vitally **not intuitive** , requiring time and investment to understand its customizable features effectively. (5 reviews) - Onboarding Issues (5 reviews) ## Vitally Reviews ### 1. Intuitive Customizations and Flexibility of Vitally are Highlights **Rating:** 5.0/5.0 stars **Reviewed by:** Samuel P. | Customer Success Specialist (Liderança Operacional), Small-Business (50 or fewer emp.) **Reviewed Date:** March 14, 2022 **What do you like best about Vitally?** I really like the customizations of Vitally. It is very flexible, allowing me to bring in metrics and configure it to have the information I need. It is quite adaptable in terms of consolidating everything in one place, which makes managing and controlling daily demands much easier. Vitally is also incredibly intuitive; even more complex processes are easy to carry out. I like the help tools and the chat, which make the initial setup and continuous use very smooth. Additionally, Vitally provides me with insights that help better control retention and our base, allowing for a more predictive and proactive approach in customer relations. **What do you dislike about Vitally?** Honestly, it's not so much a matter of it not working well, I think it might be a technical limitation, and I believe they should improve this in the future. But, it would be in the sense that we have a feature called Success Metrics, and this specific feature is very useful when you want to perform calculations between data. For example, I want to take the number of logins and divide it by the number of users to get information on engagement, access, something like that. It has this, but I think there are some technical limitations with this feature, and the feature itself has a quantity limitation, but it's a matter of the plan we have. However, I think there shouldn't be this limitation to have more freedom to create these concatenated metrics, so to speak, to be able to perform some calculations within Vitally itself, according to information, according to events that are sent by systems. This already exists, but I think there are some technical and plan limitations that I think Vitally could work on more. **Recommendations to others considering Vitally:** If you are a CSM or a Head of CS, you need Vitally. It's just amazing how it works every day. **What problems is Vitally solving and how is that benefiting you?** I use Vitally for customer relationship management, offering insights and customizations. It provides effective metrics and helps to work proactively, improving retention control and understanding of the customer base. ### 2. Vitally and CSMs: A Near Perfect Pairing **Rating:** 4.5/5.0 stars **Reviewed by:** Eric V. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** December 16, 2025 **What do you like best about Vitally?** As a CSM having the TASKS dashboard allows me to have a landing spot every morning to shape the day VS diving into emails w/ no direction. Other dashboards, reporting and notes give our team insight during transitioning accounts, company check ins and the health of our partner facilities. The Vitally platform also continues to adapt to needs of CSMs and works directly w/ our team to get our feedback and use cases. **What do you dislike about Vitally?** They consistently are improving the platform, so very few issues stay long enough to be dislikes. **What problems is Vitally solving and how is that benefiting you?** As mentioned above, the TASKS report really drives my daily actions as a CSM working w/ over 70 facilities. The one stop nature of Vitally is also great with its centralizing of notes, partner details and health scores. ### 3. Vitally: Centralized Platform with AI Insights and Easy Integration **Rating:** 5.0/5.0 stars **Reviewed by:** Mona N. | Senior Cloud Customer Success Manager, Information Technology and Services, Mid-Market (51-1000 emp.) **Reviewed Date:** May 13, 2026 **What do you like best about Vitally?** I like that Vitally keeps everything organized. I also like that there's an AI component that helps me track insights I might not take notice on my own and points me to the right direction to move forward with my customers, based on their needs. The integration with my emails is great because it automatically pulls in conversations. I love the Vitally widget customization as well, which allows me to only look at important data which is valuable to me. I also appreciate the option to store both internal and external projects within Vitally, allowing me to work from a single platform. This prevents me from wasting time on manual work like copying and pasting interactions, and helps me store and manage project documents efficiently, with clear roles and responsibilities. The AI insights help me create a plan of action to follow with my customers, making Vitally crucial to my role as a CSM. The initial setup was relatively straight forward and had easy-to-follow steps. **What do you dislike about Vitally?** Vitally is not great at pulling historic monthly recurring revenue data. It only pulls from our subscription platform, so it's hard to track customer growth in terms of money. Although it gives useful insights into customer health as a whole, it could use some improvement regarding financial history. **What problems is Vitally solving and how is that benefiting you?** I use Vitally to keep everything customer-related in one place, saving time and manual work. I leverage its integrated AI assistant to make sure no critical insights fall through the cracks when it comes to my customers. However, it's challenging to track customer growth in terms of money due to inadequate historic monthly recurring revenue data pulling. ### 4. AI Copilot in Vitally Streamlined Our Workflow **Rating:** 4.5/5.0 stars **Reviewed by:** Izabella A. | Customer Success Retention Executive Level 2, Mid-Market (51-1000 emp.) **Reviewed Date:** April 28, 2026 **What do you like best about Vitally?** I really like the possibilities to create any dashboards according to my needs, and especially the AI Copilot has been saving Customer Success so much time. The main highlight for me would be the AI Copilot as it is my main favorite feature. It helps with my work by managing tasks after calls, logging notes, post checks, follow-up emails, and reminders, ultimately saving me a significant amount of time. **What do you dislike about Vitally?** I think the bulk options should update subscriptions because right now, if we have 30 subscriptions, we need to update them one by one. So it would be great to have this possibility to do this in bulk. I also think that some of the emails visibility in Vitally, isn't working very well. The email threads can be really hard to follow, making it difficult to understand where a conversation starts and ends. **What problems is Vitally solving and how is that benefiting you?** Vitally helps me manage tasks after calls, log notes, pulse check posts, and follow-up on emails, renewal confirmations, and churn requests efficiently. The AI Copilot saves me a lot of time, enhancing task management and productivity. ### 5. Transforms Customer Tracking with Ease **Rating:** 5.0/5.0 stars **Reviewed by:** Farah G. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 27, 2026 **What do you like best about Vitally?** I like that Vitally basically automates my job in a lot of ways. I don't have to log into every customer's instance to see their progress. I can view it with just one click, which I love and appreciate. Also, I can formulate dashboards and see exactly where my customers are in their journey. This helps me come up with solutions that benefit them the most at each stage. The ability to send bulk emails and messages, including WhatsApp, through Vitally's integrations is amazing because it saves time. Instead of following up on customers one by one, I can bulk select them and send messages. I do appreciate all of these features, especially since the user interface is very cool and allows for customization to see important things for my business. **What do you dislike about Vitally?** Well, I wish we could integrate it with a lot of other systems. We do integrate with some systems, and it's great, but I wish it could be the hub where we send out emails, do all of our messages, and we could even chat through Vitally. So, basically, you don't need to open any other apps and you're just on Vitally for most of your day. And that's all you need. But you guys are very close to doing that. **What problems is Vitally solving and how is that benefiting you?** I can track customer actions with Vitally, knowing their journey and failed actions to address. It helps identify risks, aids in follow-ups, and gives improvement ideas. ### 6. Boosts Customer Success with Robust AI and Integration **Rating:** 5.0/5.0 stars **Reviewed by:** Beatriz G. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** April 17, 2026 **What do you like best about Vitally?** I really like how easy and complete Vitally is. It covers everything I need for customer success processes and managing my accounts. Another thing I appreciate is how quickly Vitally has been shipping product updates, especially around AI. The AI functionalities are very good, allowing my team to provide more comprehensive updates with less admin work by leveraging the information already in Vitally. I also like the logic for full seats and observer seats, which is valuable for ensuring people outside the customer success organization can access insights and information without using other systems. This setup allows us to leverage Vitally effectively. **What do you dislike about Vitally?** I think sometimes we find that some specific personalizations are not detailed all the way to the information that we have. So for example, when I create custom objects, I cannot leverage all the traits and integrations that I have and all the fields that flow from Salesforce, meeting recordings, and other fields. It seems like one important gap is that, in some areas of Vitally, you cannot leverage the information in the fields that you have elsewhere. In those instances, you need to create your own fields, which creates some sort of restrictions when we are trying to build new things with Vitally in a standardised way. **What problems is Vitally solving and how is that benefiting you?** I use Vitally for monitoring account health and relationships, managing risks, providing comprehensive updates with less admin work, and sharing insights across my company. It helps prevent churn and grow accounts. ### 7. Boosts Customer Insights, Needs Improved UX **Rating:** 5.0/5.0 stars **Reviewed by:** Heather H. | Executive Assistant and Office Manager, Marketing and Advertising, Mid-Market (51-1000 emp.) **Reviewed Date:** April 08, 2026 **What do you like best about Vitally?** I really like that there's the ability to create documents and project checklists that you can share with customers. I like being able to use our templated documents for different initiatives across different customers. If there's a checklist of tasks to be done, we can also have templated project tasks included in those documents. It's great that we can both be mutually accountable because we can both see the list. **What do you dislike about Vitally?** It seems like a very vast tool, and I feel like I only use it for probably 1% of what it's capable of. So I wish I understood it better. And that is partially down to, of course, my learning and development, but, perhaps if it was more intuitive. And sometimes I also find navigating from page to page a little bit awkward, and I wish they had better ways to go back a step rather than having to retype in the company or customer name and then go back into it that way. It's a bit awkward to navigate compared to other softwares and sites. **What problems is Vitally solving and how is that benefiting you?** I use Vitally to get insights about customer health scores and specific user segments. It integrates information from different tools like HubSpot into one place, helping us track strategic plans and ensure customer accounts are well managed. ### 8. Versatile Customer Management with Easy Customization **Rating:** 5.0/5.0 stars **Reviewed by:** Hannah J. | Mid-Market (51-1000 emp.) **Reviewed Date:** March 30, 2026 **What do you like best about Vitally?** I love the ability to create any custom view or dashboard that I could need. I have different views set up for so many different use cases, and I love that the data is shared across all of the views. I enjoy sorting my tasks either by status, category, or customer to prioritize my day as needed. Creating custom dashboards helps me track data that's meaningful to me, like accounts grouped by account manager, location, or health scores over time. Managing all my customer records, tasks, resources, and more in one place helps me stay organized. I also find it extremely easy to explore and figure out as an end user. **What do you dislike about Vitally?** I would like the ability to create purely empty/custom columns in my views so that I can track account information that is useful to me but might not be needed for the rest of my team. I'd also love the ability to pop out the Notes window so that I could take call notes live in Vitally on a small screen. **What problems is Vitally solving and how is that benefiting you?** Vitally keeps all my customer data in one place, avoids app switching, and helps me stay on top of tasks. I also love creating custom views to track meaningful data specifically. ### 9. Vitally Has Become the Central Nervous System of Our Partner Success Team **Rating:** 5.0/5.0 stars **Reviewed by:** Andrea A. | Senior Marketing Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** January 09, 2026 **What do you like best about Vitally?** In just one year, Vitally has fundamentally transformed our Partner Success organization, moving us from disparate, manual processes to a unified, data-driven platform. It has truly become the central nervous system for all our customer-facing activities. The new AI-powered features are phenomenal. The Meeting Recorder automatically joins, transcribes, and summarizes our Zoom calls, and the AI Copilot helps us instantly uncover risks and key insights from across the entire customer account. The AI meeting summaries alone have been a massive time-saver and have significantly improved our post-meeting follow-up. Standardizing our most critical workflows, like Risk Management and Terminations, within Vitally has brought much-needed consistency and efficiency to the team. **What do you dislike about Vitally?** There is very little to dislike. The platform has been foundational to our success, and the main "dislike" is really just a desire for more. As we've matured our processes, we're hungry to integrate even more granular data from our other platforms to make our health scores and alerts even more powerful. We're excited to work with the Vitally team to continue building on the strong data foundation we've established. **What problems is Vitally solving and how is that benefiting you?** Vitally has solved our biggest challenge: operating in silos with scattered data. Before Vitally, we were reactive. Now, we have a centralized hub that allows us to be truly proactive. The platform has directly benefited us by: Increasing Efficiency: The standardized workflows and AI meeting notes have dramatically reduced administrative overhead, freeing up our Partner Success Managers (PSMs) to focus on strategic, high-value activities. Driving Revenue Opportunities: By centralizing contact information and engagement history, Vitally has helped us identify new contacts within institutions, directly leading to expansion conversations and new revenue. Providing a Single Source of Truth: We now have a clear, consistent, and data-informed view of every single partner, which has improved everything from daily account management to strategic forecasting. Our team feels more confident and data-informed heading into every meeting. ### 10. Centralized Dashboard with Intuitive Customization **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** November 16, 2021 **What do you like best about Vitally?** I find Vitally very easy to use and customize, allowing our team to tweak it many times and it always feels new and improved without the heavy lifting of a whole implementation to a new platform. I appreciate that it centralizes all key info, acting as a hub that connects to numerous integrations we have. The support team is quite helpful in the rare times I've had to contact them. Learning Vitally during my onboarding process was incredibly simple and intuitive, which helped immensely. **What do you dislike about Vitally?** Nothing comes to mind **What problems is Vitally solving and how is that benefiting you?** Vitally centralizes all our key info, acting as a hub thanks to its integrations. It's easy to use and customize, feels new and improved without heavy lifting, and the support team is helpful. ### 11. Vitally: Centralized Customer Insights, Needs AI Improvements **Rating:** 5.0/5.0 stars **Reviewed by:** Aaron J. | MM/ENT Customer Success Manager, Enterprise (> 1000 emp.) **Reviewed Date:** April 27, 2026 **What do you like best about Vitally?** I love the AI Copilot feature that allows summaries and notes to be generated on demand, helping to get pulse checks on accounts without needing to do deep dives. It allows health checks to be monitored by managers and enables context-driven outreach generation for accounts. This gives back more time in my day to focus on other CSM proactive actions in my book of business. **What do you dislike about Vitally?** AI responses can sometimes bring in context that is not up to date or covers items that are present in communication but not relevant to customer stakeholders. **What problems is Vitally solving and how is that benefiting you?** I use Vitally to keep detailed notes on customer accounts and project planning, providing a source of truth for account health. The AI Copilot helps with on-demand summaries and pulse checks, saving time for proactive CSM actions. ### 12. Highly Customizable and Team-Friendly **Rating:** 4.0/5.0 stars **Reviewed by:** Lana K. | Head of Customer Success, Mid-Market (51-1000 emp.) **Reviewed Date:** October 31, 2025 **What do you like best about Vitally?** Vitally is highly customizable, which makes it an essential part of how we manage Customer Success at Streamline. I use it daily to build and maintain playbooks, automate QBR workflows, and create dashboards that track renewal timelines, CSAT results, and product adoption across our accounts. It has helped align our CS processes with other departments like Product and Marketing by giving us visibility into account health and activities in one place. We’ve also been able to tailor it to our own team structure, making it flexible enough for both technical and operational work. **What do you dislike about Vitally?** Support response times could be faster. It sometimes takes longer than expected to get answers or a resolution on issues we escalate. It would also be helpful to have clearer timelines or status updates on submitted requests. **What problems is Vitally solving and how is that benefiting you?** At Streamline, we use Vitally to centralize all of our account activity and communication. Before, our team was working across spreadsheets, Slack threads, and separate notes. Now, we have a shared workspace where we can leave notes, log meetings, track customer feedback, and view health scores and QBR history all in one place. This has improved collaboration across the CS team and made it easier to stay proactive with renewals and engagement. ### 13. Simplifies Customer Management with Intuitive Features **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** August 15, 2024 **What do you like best about Vitally?** I love Vitally's simple interface because it makes using the application easy. I really like the templates since they make repetitive work a lot less straining on my day-to-day tasks. The Playbooks are really easy to use and they help create consistency in managing regular tasks for customers. I also appreciate that Vitally is constantly trying to release new features to better help their customers. **What do you dislike about Vitally?** I think the way that you access templates could be a little bit more intuitive. Some of the setup of certain things could be easier. I think the process of adding a user to an account isn't very intuitive. And maybe some of the key, actionable things like sending communications, checking meetings with individual customers could be a little bit more simplified. **What problems is Vitally solving and how is that benefiting you?** I use Vitally to track customer health, understand their needs, and manage them at scale. It aggregates data for better insights and handles multiple touch points in one place. ### 14. Vitally’s Integrations Make KPI Tracking and Client Value Delivery Easy **Rating:** 4.5/5.0 stars **Reviewed by:** Caio P. | Director of Climate, Small-Business (50 or fewer emp.) **Reviewed Date:** April 15, 2026 **What do you like best about Vitally?** Vitally has many integration features which helps us optimize processes and guaranteeing that we are delivering value to our clients. That really improves our performance by allowing us to monitor multiple KPIs. **What do you dislike about Vitally?** I think there is still some user interface that I think it could be improved when navigating between pages. **What problems is Vitally solving and how is that benefiting you?** Vitally is helping us to manage our clients by consolidating informations that is relevant for multiple teams easily improving the performance and optimizing our internal processes but also facilitating the collaboration internally. ### 15. User-Friendly and Effective for KPI Tracking **Rating:** 4.5/5.0 stars **Reviewed by:** Andres d. **Reviewed Date:** February 11, 2026 **What do you like best about Vitally?** I use Vitally to track my client accounts and keep them well organized. It really helps me see which accounts are in poor health or good health and identify which ones to follow up on. I find it very user-friendly, and it works well for my KPIs. I can tell right away which accounts are in danger of churning so I can immediately reach out to them. The initial setup was great and easy, thanks to the school tutorial provided, making it straightforward to get started. **What do you dislike about Vitally?** Maybe the health scores could be better explained, sometimes I don't know why an account goes to red figures. **What problems is Vitally solving and how is that benefiting you?** I use Vitally to track client accounts, seeing their health status so I know which to follow up on. It helps identify accounts in danger of churning, letting me address issues quickly. It's user-friendly and effective for my KPIs. ### 16. Incredible Insights with Helpful History Tracking **Rating:** 4.5/5.0 stars **Reviewed by:** Laura Valentina M. | School Success Manager- Latam, Mid-Market (51-1000 emp.) **Reviewed Date:** February 10, 2026 **What do you like best about Vitally?** I really appreciate all the incredible insights I can get from this product, and how it saves information over time so I can refer back to it later. **What do you dislike about Vitally?** The interface can feel a bit overwhelming at first because there’s so much information on screen. I also wouldn’t say it’s especially intuitive to navigate. **What problems is Vitally solving and how is that benefiting you?** We definitely use data tracking at the company I work for. It helps me access engagement and companies' health data in a super easy, effective way. It’s also my daily portfolio: everything I need to identify next steps or spot risk indicators is right there and easy to access. ### 17. Flexible Customer Health Scoring Delivers Deep Insights **Rating:** 5.0/5.0 stars **Reviewed by:** Shannon S. | Head of Customer Success, Small-Business (50 or fewer emp.) **Reviewed Date:** December 29, 2025 **What do you like best about Vitally?** I love the flexibility and ability to segment of our Customer Health Score. We are able to get granular and give a high level view of our customer health. **What do you dislike about Vitally?** I wouldn't say there is a downside, we have a deep level of understanding of our customer accounts from several different perspectives now that we use the platform (Revenue, Health, Activity, Meeting tracking). **What problems is Vitally solving and how is that benefiting you?** We are a small team and do not have time to manually be looking through accounts to identify risk or growth opps. Our Risk indicators and Opportunity indicators notify me proactively of the accounts I need to pay attention to on both the retention end and growth side. ### 18. Super efficient, automation and optimization of CS functions! **Rating:** 5.0/5.0 stars **Reviewed by:** Moe L. | Head of Customer Success, Small-Business (50 or fewer emp.) **Reviewed Date:** October 07, 2025 **What do you like best about Vitally?** How easy it is to set up, how quickly you can plug and play a multitude of integrations. Getting Vitally off the ground is fast, which matters in a start up environment or when moving tools in a larger organization. Their Customer Success team is also next level, as it should be for a tool like this. They're training and support makes it easy to learn how to best use Vitally in your own environment. It's so simple! Vitally has become our every day tool, and source of truth for almost everything Customer Success, and the only thing we aren't using it for is our fault not the tools fault. WE LOVE VITALLY! **What do you dislike about Vitally?** Currently, there isn't anything Vitally isn't doing that we need. **What problems is Vitally solving and how is that benefiting you?** Vitally is solving the problem of helping us get more work done with less people. As an early stage startup, our tech stack has to support a scrappy team. We are moving really fast, and Vitally helps us keep moving fast. Consistently solving problems for us that we didn't even consider to be Vitally solutions. ### 19. Promising Dashboard with Room for Improvement **Rating:** 3.5/5.0 stars **Reviewed by:** Elden D. | Senior Customer Success Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** December 22, 2025 **What do you like best about Vitally?** I use Vitally to track customer onboarding and revenue. It allows me to track all of our revenue sources in one place and monitor customer usage, onboarding, and customer health. Once it's set up, it provides a reliable source for measuring all of the CS KPIs that are vital to understanding the health of customers, onboarding, retention, and churn. The reporting is robust and customizable, which helps with accuracy. We can accurately assess success, risk factors, churn, and the health of customers and CSMs. **What do you dislike about Vitally?** A lot of secondary features are half baked. The cost for some of their enhancements is far above the industry standards, and because there are so many moving parts and poor insights into daily values, it can be tough to troubleshoot when something isn't working properly. The docs feature is unusable, jumping all over the page when you're trying to add any elements. Also, the same thing happens in notes, email templates, etc. The AI features, while nice, are very high priced and the cost does not allow for ROI. Not easy at all. Our onboarding specialist seemed spread pretty thin. They gave poor advice, were slow to response, and caused us development time on the wrong path. **What problems is Vitally solving and how is that benefiting you?** Vitally allows us to track all revenue sources, customer usage, onboarding, and health in one place. It's reliable for CS KPIs, customizable reporting enhances accuracy, and helps assess success and risks. ### 20. Comprehensive Customer Insights with an (already) impressive AI capability **Rating:** 4.5/5.0 stars **Reviewed by:** Josh C. **Reviewed Date:** December 22, 2025 **What do you like best about Vitally?** I like that Vitally is extremely flexible in its configuration, always providing a way to get the data in and deliver insights about our customers. The platform offers tons of integrations, which make the data useful for day-to-day CSM tasks or management reporting once it's in. The AI features are new but already pretty good, and they save a ton of time by summarizing the entire customer account activity and health, especially when onboarding new teammates or prepping for customer-specific calls. Their support team also does a great job in making things easier. **What do you dislike about Vitally?** For non-technical users, it can be a bit overwhelming. Getting the initial setup deployed is a lot of work and requires access to many systems with a lot of technical know-how. It's still a challenge to get all data from several systems integrated into Vitally. **What problems is Vitally solving and how is that benefiting you?** Vitally gives us a 360-degree view of our customers, solving issues with customer data insights and communication silos. The AI helps by summarizing customer activity, saving time when onboarding or preparing for calls. ### 21. Incredibly Customizable—Flexible Control When You Need It **Rating:** 5.0/5.0 stars **Reviewed by:** Mark J. B. | Legal Engineer, Small-Business (50 or fewer emp.) **Reviewed Date:** February 17, 2026 **What do you like best about Vitally?** I love the ability to customize just about anything. **What do you dislike about Vitally?** If I had to pick something, it would be the save system. Most things auto-save. But every now and then you need to manually save things in order for them to take effect. **What problems is Vitally solving and how is that benefiting you?** We have very busy schedules with a lot of things going on. Vitally allows us to always know what stage we are at with a client, as well as deadlines we have and anything we need to get done. ### 22. A step above other CS tools I've used **Rating:** 5.0/5.0 stars **Reviewed by:** Kirsten B. | Customer Success Operations Manager, Computer Software, Mid-Market (51-1000 emp.) **Reviewed Date:** November 03, 2025 **What do you like best about Vitally?** Vitally has a clean and modern UI that is intuitive for admin and end users alike. It is 100% customizable, which is exactly what we want in a CS tool. I also love how quick the team is to both release new features and respond to feature requests and support inquiries. Integration-wise, the two-way Zendesk integration was a gamechanger, as we can now send critical info to our support team, like account assignments, implementation status, and data points related to risk. **What do you dislike about Vitally?** The only thing that gives us trouble is Vitally cannot handle users appearing on multiple accounts. It causes messiness for our partner accounts. **What problems is Vitally solving and how is that benefiting you?** Vitally allows us to see all client data and interactions in one place. It also houses processes like onboarding, risk identification and mitigation, expansions, VOC initiatives, and more. ### 23. Customizable Workflows, Effortless Integration **Rating:** 4.5/5.0 stars **Reviewed by:** Alex W. **Reviewed Date:** December 29, 2025 **What do you like best about Vitally?** I like the Playbooks in Vitally. They let us set up custom workflows that help tailor our approach based on client activity. This feature is really valuable for different departments and account types, allowing us to create custom if-then statements that integrate well with our other software and tech stacks. It's great because it makes our daily work more efficient. I also enjoy that the setup felt pretty easy, only taking a couple of days to understand the layout and dashboards. **What do you dislike about Vitally?** Sometimes just errors come from the amount of actions we have, especially with being tied to Salesforce. Nothing comes to mind as anything bad on the Vitally side. **What problems is Vitally solving and how is that benefiting you?** Vitally lets us oversee multiple accounts, integrate with our tech stack, and customize dashboards and playbooks. It boosts efficiency by providing client account health and past activities, setting us up for success. ### 24. Streamlined CRM with Powerful AI and Easy Integration **Rating:** 4.5/5.0 stars **Reviewed by:** Samarth V. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** July 29, 2024 **What do you like best about Vitally?** I am using Vitally as a CRM and its analytics help me with my day-to-day tasks. I appreciate the new AI feature which gives me a summary of the whole account. I also like the reminders on the renewals and reaching out to my customers. The templates I can save for NPS and other scores are great because they help me assess better if the customer is happy or not. Additionally, I find the recording of cadences and transcripts to be good. The integration with my Google Calendar is also beneficial, and I found the initial setup to be very easy and convenient. **What do you dislike about Vitally?** The language in the recordings of cadences and transcripts is sometimes not very clear. **What problems is Vitally solving and how is that benefiting you?** I use Vitally as a CRM to keep tabs on tasks, with helpful reminders for customer reach-outs. Its AI feature gives me summaries, and I can save templates for NPS, which improves customer happiness assessment. ### 25. Easy to Implement, Limitless Customization in Minutes **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer & Network Security | Mid-Market (51-1000 emp.) **Reviewed Date:** May 15, 2026 **What do you like best about Vitally?** It’s extremely easy to implement and get up and running. Building things out feels almost limitless, with so many different ways to customize. The time it takes to go from an “idea” to “execution” is usually just minutes. **What do you dislike about Vitally?** Honestly, nothing. I haven't had anything bad to say about it! **What problems is Vitally solving and how is that benefiting you?** Ability to see across a portfolio and create hubs/views into specific questions that I want to continuously answer for my customer portfolio ### 26. Smart AI platform for streamlining and automating Customer Success processes **Rating:** 4.0/5.0 stars **Reviewed by:** Diana T. | Customer Success Team Lead, Mid-Market (51-1000 emp.) **Reviewed Date:** October 07, 2025 **What do you like best about Vitally?** Vitally has complex playbooks (automation rules) for internal alerts and external communications on various triggers including product usage and a vast range of data from all connected systems (CRM, BigQuery, Amplitude etc.). This allows automating a big part of user engagement and don't miss important risk signals. I also like shareable online documents as a way to create onboarding/learning hubs for customers with all resources in one beautiful place. It also brings together data from all sources on versatile custom dashboards to have a 360 degree view of your customers portfolio and its health. **What do you dislike about Vitally?** Some minor limitations of integration with Amplitude - there is still no way to build playbooks on very specific parameters of events, just big events. **What problems is Vitally solving and how is that benefiting you?** Full account visibility with data from all sources Automating multiple conversations and internal alerts Fast self-onboarding of clients ### 27. Vitally is my best friend at work! **Rating:** 4.5/5.0 stars **Reviewed by:** Iris T. | Implementation & Training Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** October 06, 2025 **What do you like best about Vitally?** Vitally automatically records all my meetings, takes notes, and drafts follow-up emails using the templates I have set up in advance. The AI Copilot provides me with valuable insights into customer successes and potential churn risks, and it also summarizes account details for my colleagues. I use Vitally to organize all my projects and manage my daily tasks! Customer support is super helpful - special shout out to Joel! **What do you dislike about Vitally?** I wish Vitally had Gantt chart capability with tasks in projects, as well as the ability to add subtasks! **What problems is Vitally solving and how is that benefiting you?** Automated notetaking in meetings/training calls and follow-up emails has freed up SO MUCH time. Customers love being able to see the tasks required to complete their onboarding implementation, as well as the ability to view docs with resources and links to our knowledge base. ### 28. AI-Powered Touchpoint Management Made Easy **Rating:** 5.0/5.0 stars **Reviewed by:** Ilana S. **Reviewed Date:** November 14, 2025 **What do you like best about Vitally?** I really appreciate the AI copilot feature in Vitally. It enhances my experience significantly by allowing me to ask it to summarize recent touchpoints, including those I am not directly involved in, such as support emails. It also effectively summarizes my meetings with customers, providing me with the most up-to-date reminders, which is immensely helpful for managing multiple touchpoints and ensuring that no important detail is overlooked. Additionally, I found the initial setup to be fairly easy, making it accessible for my team from the start. Overall, these features make Vitally an invaluable tool for staying organized and efficient in customer success activities. **What do you dislike about Vitally?** I would like to get a summary that specifically focuses on just my accounts along with alerts based on sentiment and information about customers who haven't had recent touchpoints. **What problems is Vitally solving and how is that benefiting you?** I use Vitally to manage multiple touchpoints and customers, utilizing the AI copilot to summarize communications and meetings for up-to-date reminders, enhancing my efficiency in customer success. ### 29. Usability and synchronization **Rating:** 5.0/5.0 stars **Reviewed by:** Jesus R. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** March 18, 2025 **What do you like best about Vitally?** The synchronization with other tools to have everything centralized, the ease of use, and the diversity of reports **What do you dislike about Vitally?** Sometimes there are many options and they can be confusing **What problems is Vitally solving and how is that benefiting you?** Customer health tracking, review and follow-up of communication with advisors ### 30. Seamless Integration, Stellar AI Features **Rating:** 4.5/5.0 stars **Reviewed by:** Angela M. | Lead Customer Success Manager **Reviewed Date:** December 08, 2025 **What do you like best about Vitally?** I use Vitally to maintain my book of my business. I love the AI capabilities, which allow me to provide an AI summary to a colleague in a matter of minutes. Vitally makes it easier for me to have all my customer information in one centralized place, take notes, pull reports, collaborate with other account team members, and ensure customers are in good standing as we head into the renewal period. The calendar sync is another feature I love. I also appreciate the ability to customize Vitally to fit my organization's needs. From my perspective, as a lead CSM, the setup was seamless. **What do you dislike about Vitally?** N/A **What problems is Vitally solving and how is that benefiting you?** Vitally centralizes my customer information, facilitates note-taking, report generation, and team collaboration. It ensures customers are well-managed for renewals and offers quick AI summaries and calendar syncing. ### 31. Powerful Filters That Make Visualizing Outcomes Easy **Rating:** 5.0/5.0 stars **Reviewed by:** Marcos C. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** February 12, 2026 **What do you like best about Vitally?** The filters, with it you can visualize many outcomes **What do you dislike about Vitally?** Probably, the color set for the main page. I personally don't like white. **What problems is Vitally solving and how is that benefiting you?** It is helping me view and understand how my clients are doing in regards of multiple things, like invoice dates, product usage, etc. All of that helps me see what I can do to help to my clients ### 32. Flexible Client Management with Powerful Messaging Features **Rating:** 4.0/5.0 stars **Reviewed by:** Kundai D. **Reviewed Date:** December 08, 2025 **What do you like best about Vitally?** I find Vitally to be a great tool for managing a portfolio and communicating with clients. I love the bulk message option, which allows me to convey the same message to multiple clients, and I'm really into the scheduling feature. It lets me automate sending messages at a time that works for me while ensuring they reach clients when they're likely to read them. This flexibility helps me work more efficiently and scale my services. **What do you dislike about Vitally?** I'm not hundred percent sure yet as I'm new to Vitally. **What problems is Vitally solving and how is that benefiting you?** Vitally gives me visibility of client product usage, helps manage client portfolios, and improves communication with clients. I love that I can use the bulk message option to scale services, schedule sends, and target clients when they’re likely to read the messages. ### 33. Great Tool for Customer Success Teams! **Rating:** 5.0/5.0 stars **Reviewed by:** Parvati N. | manager, Mid-Market (51-1000 emp.) **Reviewed Date:** September 10, 2025 **What do you like best about Vitally?** Vitally makes it really easy to get a complete view of our customer health in one place. The platform is intuitive, gives us actionable insights, and helps our team prioritize accounts that need attention. The automation and integrations save a ton of time, and the dashboards make it simple to track progress across different segments. **What do you dislike about Vitally?** Nothing so far — it’s been smooth and delivers exactly what we need. **What problems is Vitally solving and how is that benefiting you?** Vitally helps us stay on top of customer health by bringing all key signals into one place, so we don’t miss risks or opportunities. It streamlines our customer success workflows with automation, making it easier to manage renewals, expansion opportunities, and proactive outreach. This saves our team time, keeps everyone aligned, and ultimately improves retention and growth across our accounts. ### 34. Effortless Customer Management with Vitally **Rating:** 5.0/5.0 stars **Reviewed by:** André P. **Reviewed Date:** October 10, 2025 **What do you like best about Vitally?** I really like Vitally's structure and the way the application is built. The integration with Salesforce and Mix Panel is seamless, and the ability to track health scores is critical for me. The docs feature stands out by allowing me to share information with clients without needing them to log in. Moreover, Vitally's support has been great, making the whole process easy and intuitive. The system helps my team stay organized, automating specific tasks with playbooks and offering clear visibility across accounts. Lastly, the AI copilot feature is cool and I like it for individual use, though I look forward to leveraging it across multiple accounts. **What do you dislike about Vitally?** I don't really dislike anything. I think the tool is great. It has performed exactly as I would have expected. It has fully met my expectations. Only area I am looking for some feature improvement is the AI Co-Pilot. I would love to be able to ask it questions across multiple accounts. Today you can leverage it but only on an account-per-account basis. **What problems is Vitally solving and how is that benefiting you?** I find the product helps my team stay organized, monitor customer performance, streamline implementations, and automate tasks with playbooks, enhancing clarity and visibility across accounts. ### 35. Comprehensive Customer Management Made Effortless with Vitally **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** December 23, 2025 **What do you like best about Vitally?** Vitally is a comprehensive tool for managing customers. I appreciate that it allows me to view a wealth of information on a single platform, thanks to its integrations with Redshift, Jira, and Salesforce. This makes it possible to create both strategic and operational dashboards for complete customer management. The ability to set up compound health indexes by different segments and manage projects alongside customer accounts has made our operational work much smoother. The implementation process was straightforward, with helpful support and excellent consulting services. Additional resources like the chat bot and Vitally Academy have also been valuable. Vitally’s CSM team has been outstanding, guiding us through the process and helping us reach our goals. I use Vitally every day and continue to discover useful features that we have yet to implement. **What do you dislike about Vitally?** I believe there is potential to enhance the custom surveys by adding more features. For instance, it would be helpful to have the ability to combine the data from multiple questions into a single one for score calculation and analysis directly within Vitally. At the moment, we have to rely on Excel for this purpose. Additionally, offering more language options would be beneficial, as it would eliminate the need to create several custom surveys with identical content in different languages. **What problems is Vitally solving and how is that benefiting you?** The speed of email delivery was a challenge for us. We use Vitally to notify our customers whenever we have support updates or need to announce problems. This is crucial for our operations, as we must send notifications to our customers every 15 minutes. Initially, we were unaware of the restrictions on bulk email sending, but after integrating Sendgrid with Vitally, this issue was resolved. I believe Vitally now offers its own direct email sending system, and we may consider exploring this feature in the future if it proves to be stable. The AI features for summarizing information within accounts are quite good, especially for providing leadership with an overview. In the future, I would like to see an option to generate summaries for all accounts and save this information as traits, making it easier for leadership to access and review these summaries. ### 36. Intuitive Software with Outstanding Support **Rating:** 4.5/5.0 stars **Reviewed by:** PJ . | Senior Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** November 14, 2025 **What do you like best about Vitally?** Incredibly intuitive software, but the customer support is one of the best. We use the software everyday, and it rarely has issues. It integrations well, and we have managed to get a lot of automations going, saving time and money in the end. **What do you dislike about Vitally?** The logic of building out playbooks does not allow for any diversions, but it makes sense when you get it. The reporting functionality can be better, but it's something they are working on. **What problems is Vitally solving and how is that benefiting you?** It's a Success CRM that allows us to track and identify all accounts, over our global presence. ### 37. Great UI, Easy Filtering, and Seamless HubSpot Integration **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** April 26, 2026 **What do you like best about Vitally?** Easy to filter, with a great UI. It also integrates with HubSpot, which makes it even more convenient to use. **What do you dislike about Vitally?** It can run slow at times when processing data. **What problems is Vitally solving and how is that benefiting you?** A 360° overview of customer data. It helps me stay up to date without spending much time. ### 38. Intuitive Dashboard, but Needs Multi-language Support **Rating:** 4.5/5.0 stars **Reviewed by:** Faisal Yeslam S. **Reviewed Date:** September 24, 2025 **What do you like best about Vitally?** I find Vitally easy to use for tracking customers and their usage insights. It's full of features like hubs and columns that simplify my work significantly. The 360 view and dashboard allow me to track client activity and offer vital information on renewals. Vitally excels in clarity and specificity, making it preferable over HubSpot, which I found too complex for CSM needs. **What do you dislike about Vitally?** I find that Vitally's support for multi-language emails is lacking. When I send emails in languages other than English, the alignment and formatting issues make the email appear unprofessional, as if it wasn't sent through Gmail. This is challenging when dealing with clients who communicate in different languages. Additionally, it would be beneficial to have more explanations and lessons for users, as understanding the full capabilities of Vitally requires a background. I'm also not able to change contact numbers easily, which can be frustrating when managing client information. **What problems is Vitally solving and how is that benefiting you?** I use the product to track client usage and renewals, providing detailed insights with an intuitive dashboard that streamlines my workflow. but i need more track why churn happen ### 39. Centralized CRM Platform with Useful Customization **Rating:** 5.0/5.0 stars **Reviewed by:** Samy E. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 02, 2026 **What do you like best about Vitally?** I love the dashboard, the tasks, and the possible customization with Vitally. It helps us by centralizing our clients' information and facilitating work organization. **What do you dislike about Vitally?** It could better integrate with services like Teams or Google to prepare drafts to send to clients. **What problems is Vitally solving and how is that benefiting you?** Vitally centralizes our clients' information and facilitates work organization, which helps manage our client relationships effectively. ### 40. Effortless Setup, Powerful Dashboard **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** May 07, 2024 **What do you like best about Vitally?** I enjoy using Vitally for gathering daily information about users. It helps me see the active conversations clients have with team members, which aids in responding accurately. I really like the dashboard because it gives me a quick overview of account information. Also, the initial setup was easy, and I didn't encounter any difficulties. **What do you dislike about Vitally?** None **What problems is Vitally solving and how is that benefiting you?** I use Vitally to see the active conversation a client has with the team, helping me respond accurately. ### 41. Effortless Client Management with Integrated AI **Rating:** 5.0/5.0 stars **Reviewed by:** Emilia s. | Customer Onboarding Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** November 12, 2025 **What do you like best about Vitally?** I love Vitally's user-friendly design which enhances my overall experience by making it easy to navigate and manage my tasks as a customer onboarding success manager. The AI integration is another standout feature for me, as it significantly boosts productivity with the AI Copilot, which I find to be great. Additionally, I truly appreciate the flexibility Vitally offers through its customizable dashboards, allowing me to tailor my workspace to meet my specific needs efficiently. **What do you dislike about Vitally?** I find the speed of the AI Copilot in Vitally to be lacking, as it could be improved. **What problems is Vitally solving and how is that benefiting you?** I use Vitally to manage a large portfolio of clients, centralizing all necessary information and automating many actions for efficiency. ### 42. Latam Account Director **Rating:** 5.0/5.0 stars **Reviewed by:** Mariel C. | Customer Success Manager Latam, Mid-Market (51-1000 emp.) **Reviewed Date:** November 21, 2024 **What do you like best about Vitally?** What I liked most about Vitally today is that I can connect it to Zapier and automate tickets or client issues. Vitally’s connectivity with other platforms for pulling data through automation is amazing! **What do you dislike about Vitally?** Just some small design and column layout/display details — nothing major. **What problems is Vitally solving and how is that benefiting you?** My problem was having multiple programs to track my clients. However, with multiple platforms, the data would sometimes differ, which slowed down processes or any internal data sharing and reporting to the board. Vitally solves this by consolidating all the information from these programs into a single platform. It also allows other departments to access its dashboard, which can be created from scratch, ensuring that everyone in the business has the same information. It’s incredible! ### 43. Easy to Use with Fast, Responsive Support **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** February 06, 2026 **What do you like best about Vitally?** Easy to use and support is fast and responsive. Their blue prints make initial set up so easy and saves time. **What do you dislike about Vitally?** Not as robust as other tools for calculating data. **What problems is Vitally solving and how is that benefiting you?** Putting our data in one centralized location for org wide visibility and helping CSMs become more efficient in their day to day work and tasks ### 44. Unmatched Customization with Powerful Playbooks **Rating:** 4.5/5.0 stars **Reviewed by:** Skylar A. | Customer Success Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** December 22, 2025 **What do you like best about Vitally?** The level of customization allowed in custom Traits and Playbooks is a game-changer. **What do you dislike about Vitally?** Automations related to Surveys (specifically post-survey alerts, follow-ups, etc) is somewhat limited and has untapped potential. **What problems is Vitally solving and how is that benefiting you?** Customer Success - centralizing customer data, automating workflows, streamlining task management. ### 45. Absolute game changer **Rating:** 5.0/5.0 stars **Reviewed by:** Michael H. | Head of Customer Success, Small-Business (50 or fewer emp.) **Reviewed Date:** July 17, 2024 **What do you like best about Vitally?** They seem to be adding more an more integrations which is great, I just wish they are more Microsoft focussed rather than Google. The new updates to Vitally including their AI assist and copilot are amazing timesavers and really help you get that account view in a hurry if you're a big note taker and have a lot of calls like me! (Which I'm sure isn't rare!) - the Ai summary gives you an account overview based on your notes and sentiment etc over a chosen time frame, and you can ask it certain questions for follow up tasks, specifics around sentiment and anything else it might be able to gather from your input/insights. As part of the new layout, they've added pinned properties so you can focus your main areas on the account screen for a quick check snapshot which is really handy. Additionally allowing you to edit historical ARR/MRR which honestly doesn't sound big but if you've had to add this in from poor data previously, trust me, it's massive. Especially if you're starting mid-financial year, for example. **What do you dislike about Vitally?** The new UI is good, but it takes a little getting used to and I wish a few of the "pinned" fields where just editable on the fly but you still have to go into the all fields section to update them. Ever so slightly misleading if you're not used to it but otherwise the new UI and layout is great. I love the fact Vitally are constantly integrating with new providers and the list is growing, however the features such as meetings/calendars, the upcoming notes recorder, all seem to be tailored more to "google" or "Gmail" emails and doesn't really provide a suitable alternative to Microsoft / Teams users. I can see Slack is now there, hoping for Teams too! **What problems is Vitally solving and how is that benefiting you?** Keeping all of our data consistent, all in one place and having a 360 view of our clients regardless of the communication medium and platform they use - it's all in one place. It also allows us to overhaul our onboarding process and make this a lot smoother as it's all in one place, rather than having to refer to separate notes, documents or applications depending on the stage of onboarding. Additionally, any/all emails, tickets, messages and meetings are all in one so we don't miss a thing. It also allows us to add the sales and marketing teams to see and gleam the data from this where needed as it's useful information even if they don't have/need a license directly. This helps track client advocacy, health, retention and revenue all in one place. ### 46. All that info you have about your customers? Vitally helps you gather, update, and action it. **Rating:** 4.5/5.0 stars **Reviewed by:** Alfonso G. | Customer Support Rep, Small-Business (50 or fewer emp.) **Reviewed Date:** May 28, 2025 **What do you like best about Vitally?** I love the customizability. Anything you want to see, as long as you can get it connected, you can look at for your customers. **What do you dislike about Vitally?** The customization is the blessing and the curse. You're setting everything up for yourself - out-of-the-box functionality is pretty limited, and if your system doesn't connect directly with Vitally? That's a lot of work-arounds. Support is pretty hands off, as well - the folks are nice, but they're not there to build anything for you. Teach a person to fish and all that. **What problems is Vitally solving and how is that benefiting you?** Having a large book of business as a CSM means that it can be difficult to see all of your account in one place. And with a small crew of CSM, having as much automation as possible is key. Vitally provides the ability to do all that and plenty more. ### 47. Simple Yet Sophisticated for Everyday Use **Rating:** 5.0/5.0 stars **Reviewed by:** Mostafa I. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** November 20, 2025 **What do you like best about Vitally?** Simple yet sophisticated for everyday use **What do you dislike about Vitally?** Sometimes it lags, likely because there is a lot of data stored in it. **What problems is Vitally solving and how is that benefiting you?** It is easy to track accounts, even when dealing with large numbers, and I can also monitor the adoption levels of our product effectively. ### 48. Found Vitally to be a very user friendly experience! **Rating:** 5.0/5.0 stars **Reviewed by:** Rashmi M. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** September 25, 2025 **What do you like best about Vitally?** I liked the centralized customer data in one place (360° view of accounts). This has potentially reduced my use of other tools to fetch that information **What do you dislike about Vitally?** It was a little difficult to understand at first. But regular use made it very easy to understand where i can get specific info. **What problems is Vitally solving and how is that benefiting you?** Easy integration with other tools like Salesforce, Slack, etc and it also helps CSMs prioritize accounts with clear visibility. ### 49. Outstanding Support Team Makes All the Difference **Rating:** 5.0/5.0 stars **Reviewed by:** Brooke B. | Global Director of Customer Success, Small-Business (50 or fewer emp.) **Reviewed Date:** November 12, 2025 **What do you like best about Vitally?** The Employees behind the product-- from sales, to implementation, to Scaled CS, I have been blown away by the value and support continuously provided. THANK YOU ALL! **What do you dislike about Vitally?** The UI could be more intuitive but at the same time, I still heavily enjoy this tool and would not count this as a derogatory mark. Friendly Tip: Make sure your internal data is organized and ready to deploy! **What problems is Vitally solving and how is that benefiting you?** Vitally is helping organize our data, automate tasks, improve efficiency, and communication. ### 50. Powerful Playbooks and Email Template Analytics **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** February 16, 2026 **What do you like best about Vitally?** Playbook ability and analytics on different email templates. **What do you dislike about Vitally?** Can be slow and clunky with large data sets. **What problems is Vitally solving and how is that benefiting you?** Scaling out Customer Success with a large number of accounts ## Vitally Discussions - [What is Vitally used for?](https://www.g2.com/discussions/what-is-vitally-used-for) - [View Vitally pricing details and edition comparison](https://www.g2.com/products/vitally/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-30+18%3A58%3A41+-0500&secure%5Bsession_id%5D=cdd76039-439f-4b07-8f14-3c80b2799d30&secure%5Btoken%5D=ea036f88e051aaf6d6f6449ef09c164fcbbaa13c821cf8d448ccb2691db0ab4a&format=llm_user) ## Vitally Integrations - [Agentforce 360 Platform (formerly Salesforce Platform)](https://www.g2.com/products/agentforce-360-platform-formerly-salesforce-platform/reviews) - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - [Amazon Redshift](https://www.g2.com/products/amazon-redshift/reviews) - [Chargebee](https://www.g2.com/products/chargebee/reviews) - [Fin](https://www.g2.com/products/fin/reviews) - [Gong](https://www.g2.com/products/gong/reviews) - [Google Cloud BigQuery](https://www.g2.com/products/google-cloud-bigquery/reviews) - [Google Workspace](https://www.g2.com/products/google-workspace/reviews) - [Help Scout](https://www.g2.com/products/help-scout/reviews) - [HubSpot Marketing Hub](https://www.g2.com/products/hubspot-marketing-hub/reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - [HubSpot Service Hub](https://www.g2.com/products/hubspot-service-hub/reviews) - [Jira](https://www.g2.com/products/jira/reviews) - [Looker](https://www.g2.com/products/looker/reviews) - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews) - [MySQL](https://www.g2.com/products/mysql/reviews) - [Pendo](https://www.g2.com/products/pendo-io-pendo/reviews) - [Recurly](https://www.g2.com/products/recurly/reviews) - [RudderStack](https://www.g2.com/products/rudderstack/reviews) - [Salesforce Agentforce](https://www.g2.com/products/salesforce-agentforce/reviews) - [Slack](https://www.g2.com/products/slack/reviews) - [Twilio Segment](https://www.g2.com/products/twilio-segment/reviews) - [Twilio SendGrid Email API](https://www.g2.com/products/twilio-sendgrid-email-api/reviews) - [Unthread](https://www.g2.com/products/unthread/reviews) - [Wati](https://www.g2.com/products/wati/reviews) - [Zapier](https://www.g2.com/products/zapier/reviews) - [Zendesk for Customer Service](https://www.g2.com/products/zendesk-for-customer-service/reviews) ## Vitally Features **Customer Information** - Customer Health Scores - Customer Monitoring - Customer Profiles - Playbooks - Customer Segments - Product Engagement - Surveys **Sales Team** - Flexible Sales Process - Training Mode - Playbooks **Onboarding Setup** - Workflows - Templates - Checklists **Predictions** - Churn Risk - Upsell Opportunities - Custom Triggers - Machine Learning **Intelligence** - Opportunity Identification - Zero-touch Renewals - Smart Content **Project Tracking** - Monitoring - Resources - Content - Tasks - Optimization **Platform** - Reporting & Dashboards - API & Integrations - Data Import & Export Tools - Workflow Capability - Notifications - Customization - Scalability - Data Security - Performance & Reliability - User, Role, and Access Management **Mapping** - Multiple Org Charts - Stakeholder Roles **Customer Engagement** - Portal - Engagement - Branding - Visibility - Collaboration **Agentic AI - Customer Revenue Optimization** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Agentic AI - Customer Success** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Natural Language Interaction - Proactive Assistance ## Top Vitally Alternatives - [ChurnZero](https://www.g2.com/products/churnzero/reviews) - 4.7/5.0 (1,579 reviews) - [Totango](https://www.g2.com/products/totango/reviews) - 4.3/5.0 (1,140 reviews) - [Planhat](https://www.g2.com/products/planhat/reviews) - 4.5/5.0 (914 reviews)