SF integration is great. I like the ability to create templates, new dashboards with flexibiity of views.

The data filtering is great. Being able to have a customized dashboard with my client book, where my values are, where my clients are based on score, so I can act on things at a glance. I really like the ease of account management and integration with things like Gong which takes advantage of their call summary. It's really a great tool that's my home base for my work day. I use Vitally every day all day to manage what my work is going to look like for the day, week, and month. I also love the task automation setups so a new client drops in and I already have a full schedule of what I'm supposed to do!

The design helps when trying to make sense of a lot of information. I am also very into deign and can appreciate when a company makes an effort.