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Vitally

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Overview
Vitally

Vitally 2026: Benefits, Features & Pricing

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  • Overview
  • User Interface
  • Popular Alternatives
  • Pricing and Plans
  • Features
  • Integrations
  • User Reviews

Overview

Vitally
Vitally
3.7
(9)

Pricing

Starting at $299.00 per month

About Vitally

Vitally allows customer-centric teams at B2B SaaS companies provide the best possible customer experience. We provide your team with 360 customer profiles, flexible health scoring and reporting, and best-in-class automation - wrapped in a beautiful UI every team member will love using. With access to enriched customer data, proactive alerting of at-risk & upsell accounts, and automated engagement with in-need customers, Vitally helps 10x the impact of every team member & eliminate churn.

Wondering if Vitally is right for your organization?

Our Customer Success Software selection experts can help you in 15 minutes or less.

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Vitally User Interface

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Vitally Pricing and Plans

Starting price: $299.00 per month
Free Trial
Free Version

Basic

$299.00

per month

No plan information available

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    Vitally Features

    • Popular features found in Customer Success
      Customer Engagement
      Onboarding
      Reporting/Analytics
      Usage Tracking/Analytics
    • More features of Vitally
      Account Alerts
      Account Management
      Activity Dashboard
      Activity Tracking
      Alerts/Notifications
      API
      Chat/Messaging
      Churn Management
      Collaboration Tools
      Communication Management
      Configurable Workflow
      Contact Management
      Customer Database
      Customer Experience Management
      Customer History
      Customer Management
      Customer Segmentation
      Customizable Branding
      Customizable Fields
      Customizable Reports
      Customizable Templates
      Dashboard
      Data Visualization
      Drag & Drop
      Email Management
      Engagement Tracking
      Event Triggered Actions
      Feedback Management
      Health Score
      Monitoring
      Multi-Channel Communication
      Multi-Channel Data Collection
      Negative Feedback Management
      NPS of Customers
      Performance Metrics
      Real-Time Analytics
      Real-Time Data
      Real-Time Notifications
      Real-Time Reporting
      Renewal Management
      Reporting & Statistics
      Revenue Management
      Survey/Poll Management
      Surveys & Feedback
      Tagging
      Task Management
      Third-Party Integrations
      Trend Analysis
      Visual Analytics
      Widgets
      Win/Loss Analysis
      Workflow Management

    Vitally Integrations

    Chargebee
    Chargebee
    HubSpot CRM
    HubSpot CRM
    HubSpot Marketing Hub
    HubSpot Marketing Hub
    Intercom
    Intercom
    Microsoft Outlook
    Microsoft Outlook
    Mixpanel
    Mixpanel

    See all 17 integrations

    Vitally User Reviews

    Overall Rating

    3.7

    Ratings Breakdown

    5

    22%

    4

    44%

    3

    22%

    2

    0%

    1

    11%

    Secondary Ratings

    Ease of Use

    4.0

    Value for money

    4.0

    Customer support

    4.1

    Functionality

    3.9

    Have you used Vitally and would like to share your experience with others?

    Daniela's profile
    Daniela R.

    Verified reviewer

    Information Technology and Services

    11-50 employees

    Used daily for less than 12 months

    Review source

    Reviewed May 2021

    Perfect CSM Tool for small to medium companies

    5

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    Easy to set up, finally all my data in one place. Their support was very helpful if any questions came up, but you can do everything yourself within the tool as well.
    Cons:
    Actually nothing really, but I'd like to note that the value of Vitally is only as good as the setup and data you put into that. So make sure you clean the data of the other tools before you start with integrating it.

    Reasons for choosing Vitally

    It was a matter of price, as a startup Vitally comes in much cheaper so for a start with CS-tools, I would totally go for Vitally.

    Read More

    Samuel's profile
    Samuel B.

    Verified reviewer

    Computer Software

    51-200 employees

    Used daily for less than 2 years

    Review source

    Reviewed September 2022

    Great Product and it keeps getting better

    4

    Our CSM has changed multiple times in the last year due to their growth but the service has always been great.

    Ratings Breakdown

    4
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    Vitally was very simple to implement and get going. In the end, it comes down to the quality of the data that you integrate with it.
    Cons:
    Account tracking rules are a bit limiting but this hasn't stopped us from performing or tracking customers in anyway.

    Read More

    JS
    John S.

    Verified reviewer

    Alternative Dispute Resolution

    2-10 employees

    Used daily for less than 12 months

    Review source

    Reviewed January 2024

    Bad CS software

    1

    There was no experience to describe the experience

    Ratings Breakdown

    1
    Ease of use
    1
    Value for money
    1
    Customer support
    1
    Functionality
    icon
    Pros:
    Nothing, no value added, it was absolute money wasted with no results
    Cons:
    Everything was fine until the sales, but after that, the onboarding process was terrible. There was no value for money, and the company seemed more interested in taking money from customers rather than providing good service. In addition, the customer success leaders seemed unaware of which customers were using their software. There was no accountability.

    Read More

    BN
    Bolortuya N.

    Verified reviewer

    Computer Software

    11-50 employees

    Used weekly for less than 6 months

    Review source

    Reviewed January 2024

    Vitally review

    4

    Ratings Breakdown

    4
    Ease of use
    4
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    Vitally is great solution for us as we deal with multiple contacts per customer, this allows us to track and resolve problems per contact and customer. We can easily delegate tasks to the assigned CSM and track the progress. Also, we have clear visibility to our customers ARR, Key dates, OHS. We also, do like how we can filter views per revenues, customers with missing data, etc. The ability to integrate with our other key platforms is essential.
    Cons:
    Vitally is a big platform and it'll take a bit to learn all of the bells and whistles to ensure we are maximizing our value. The cost is bit high for the number of users and viewers we get, other than that this is a good tool for CSM's.

    Read More

    BN
    Ben N.

    Verified reviewer

    Computer Software

    11-50 employees

    Used daily for less than 12 months

    Review source

    Reviewed October 2022

    A larger scale

    4

    Ratings Breakdown

    4
    Ease of use
    3
    Customer support
    4
    Functionality
    icon
    Pros:
    This software is focused on using product analytics to inform the Customer Success process. The platform is designed for B2B SaaS which is a plus.
    Cons:
    The software needs a dedicated CS team otherwise you would be better off using a product analytics platform. If you aren't doing manual outreach, this platform is probably not for you.

    Read More

    GV
    Gabriella V.

    Verified reviewer

    Information Technology and Services

    11-50 employees

    Used daily for less than 6 months

    Review source

    Reviewed November 2022

    Easy to get started

    3

    Ratings Breakdown

    5
    Ease of use
    4
    Value for money
    5
    Customer support
    3
    Functionality
    icon
    Pros:
    - Health scoring can be setup in a day- Easy to keep customer tasks, notes, insights organized
    Cons:
    - Conversations, and Hubspot integration needs improvement

    Reasons for choosing Vitally

    - Price was OK- Trial proved it was easy to get started

    Read More

    RL
    Robert L.

    Verified reviewer

    Information Technology and Services

    51-200 employees

    Used weekly for more than 2 years

    Review source

    Reviewed March 2024

    Great for CS (if set-up properly) and not so great for account management

    3

    Ratings Breakdown

    4
    Ease of use
    3
    Functionality
    icon
    Pros:
    It's easy to use. Good for tracking the health of accounts
    Cons:
    There isn't great stakeholder mapping/hierarchy functionality. It kills me that you can only have one client 'account owner'. Particularly with large enterprise accounts, you typically have multiple owners. As an Account Manager, I feel like it's lacking a lot of functionality I need in my role. Our main issue is that it's not set up properly - doesn't integrate well with Hubspot or our backend tech (some of these issues are on our side). Would like to see better templating for account plans etc.

    Read More

    CB
    Colby B.

    Verified reviewer

    Telecommunications

    11-50 employees

    Used daily for less than 12 months

    Review source

    Reviewed October 2022

    Vitally Review

    5

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    I loved the amount of info that was available for each customer from the integrations we used with stripe and segment. It allowed me to find out important data about our customers without referencing other software
    Cons:
    Not as many features available between CS and sales as I'd like

    Read More

    JC
    Jo C.

    Verified reviewer

    Entertainment

    51-200 employees

    Used monthly for less than 12 months

    Review source

    Reviewed April 2022

    Vitally for key account management

    4

    Ratings Breakdown

    4
    Ease of use
    4
    Functionality
    icon
    Pros:
    Integrates with intercom and hubspot really well
    Cons:
    Does not have much analytics feature to utilize it

    Read More

    Showing 1 - 9 of 9 Reviews

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