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. Review collected by and hosted on G2.com.

I'm not hundred percent sure yet as I'm new to Vitally. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Nothing so far — it’s been smooth and delivers exactly what we need. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Easy to filter, with a great UI. It also integrates with HubSpot, which makes it even more convenient to use. Review collected by and hosted on G2.com.

It can run slow at times when processing data. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

I love the dashboard, the tasks, and the possible customization with Vitally. It helps us by centralizing our clients' information and facilitating work organization. Review collected by and hosted on G2.com.

It could better integrate with services like Teams or Google to prepare drafts to send to clients. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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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. Review collected by and hosted on G2.com.

I find the speed of the AI Copilot in Vitally to be lacking, as it could be improved. Review collected by and hosted on G2.com.