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Vitally

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614 reviews
  • 1 profiles
  • 3 categories
Average star rating
4.5
#1 in 1 categories
Grid® leader
Serving customers since
2017
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Vitally Reviews

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Profile Name
Star Rating
453
149
13
3
1
Royce T.
RT
Royce T.
Customer Success @ Pigment
09/13/2024
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review

Insightful CRM system with lots of flexibility

I'm a big fan of the visuals and statistics that can be designed in each of the boards to support your everyday CS needs. The note-taking feature is great because you can tag relevant areas to link into the notes so they're not standalone, and the general UX is clean.
Danny H.
DH
Danny H.
09/12/2024
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
Charlotte J.
CJ
Charlotte J.
09/11/2024
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Vitally has been an incredible valuable tool for our tech stack!

Our CSMs finally have a holistic view of their clients and a hub for day-to-day client management! It's used daily by the CSM team. We love how Vitally integrates with our tools and brings together a clear bird' s-eye view of an account. It's also been relatively smooth to set up for someone who has never launched a CS platform before. Their team has been very supportive in helping me get Vitally launched.

About

Contact

HQ Location:
New York

Social

@vitally_io

What is Vitally?

Vitally helps B2B SaaS teams like Segment, Zapier, and Productboard to deeply understand their customers and empower every customer success manager to 10x their effectiveness through powerful assistive automation. By quickly unifying disparate product and customer data into an incredibly powerful and easy-to-use platform, Vitally allows teams to rapidly implement better customer success processes and have an immediate impact.

Details

Year Founded
2017
Website
vitally.io