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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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Arrows

47 reviews

Product Description

Arrows is the customer collaboration platform built for HubSpot. Sales rooms, onboarding plans, and client portals. All in one place. Send sales rooms & onboarding plans to your customers to build momentum and drive action.

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Vitally Reviews

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Profile Name
Star Rating
453
149
13
3
1
James W.
JW
James W.
08/15/2024
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review

All the things I need to see, right in front of me.

- Data rich dashboards, with easy setup. - Quick support for the rare times you get stuck. - All the features you'd expect from a CS platform, with the ability to create new ones to meet your needs. - One price for all features, rather than having to spend over the odds for things you need.
Carolien D.
CD
Carolien D.
08/14/2024
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review

Excellent Customer Success Platform with solid support!

We moved from another CSP to Vitally recently and it has been a game-changer for our team. The platform is incredibly flexible and customizable and is used beyond our CS team. We have separate hubs for our CEO and our Marketing team. Vitally has all the helpful features that help us track and manage our customer relationships effectively. One of the standout features for us is Vitally's very robust automation functionality, called Playbooks. It allows us to automate processes, account updates, customer emails etc., effectively saving myself and my team a ton of time. Another fave is Vitally's Documents and Project plans that can be shared directly with customers, making it super easy for our CSM's to collaborate with their customers on their implementation projects. Last but not least, Sharon and Ray in the Vitally support team are fantastic—they're very responsive, knowledgeable and have a great sense of humour. I've enjoyed exchanging "thank you" and "high five" gifs with them in our Support chats. :)
Kara M.
KM
Kara M.
Director of Communications at RAREFORM
08/14/2024
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

overall good but not great

- very customizable - lots of filters - integrates well with SFDC - their team is overall pretty response to us

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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