--- title: "Vitally Software Reviews, Demo & Pricing - 2026" description: "Review of Vitally Software: system overview, features, price and cost information. Get free demos and compare to similar programs." source_url: "https://www.softwareadvice.com/customer-experience/vitally-profile/" page_type: "product" language: "en" --- [Home](https://www.softwareadvice.com/) / [Customer Success Software](https://www.softwareadvice.com/customer-success/) / Vitally Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview # Vitally Review From $299/month Free trial 1 plan Wondering if Vitally is right for your organization? Our Customer Success Software selection experts can help you in 15 minutes or less. On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - Integrations - User Reviews ## Overview Vitally 3.7 [(9)](https://www.softwareadvice.com/customer-experience/vitally-profile/#reviews) 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. Do you work for Vitally ? [Manage this product listing](https://www.g2.com/products/vitally/claim_requests/new?auto=true) Wondering if Vitally is right for your organization? Our Customer Success Software selection experts can help you in 15 minutes or less. ## Vitally User Interface ## Popular Vitally Alternatives Main Product Vitally 3.7 [(9)](https://www.softwareadvice.com/customer-experience/vitally-profile/#reviews) Ratings Breakdown - 4.0Ease of use - 4.0Value for money - 4.14Customer support - 3.89Functionality Pricing Starting at $299.00 per month Get Price Alternative Product [SurveyMonkey](https://www.softwareadvice.com/customer-satisfaction/surveymonkey-profile/) 4.6 [(10506)](https://www.softwareadvice.com/customer-satisfaction/surveymonkey-profile/reviews/) Ratings Breakdown - 4.61Ease of use - 4.41Value for money - 4.32Customer support - 4.46Functionality Pricing Starting at $30.00 per month Get Price Alternative Product [Trustpilot](https://www.softwareadvice.com/customer-loyalty/trustpilot-profile/) 4.5 [(1206)](https://www.softwareadvice.com/customer-loyalty/trustpilot-profile/reviews/) Ratings Breakdown - 4.59Ease of use - 4.16Value for money - 4.23Customer support - 4.36Functionality Pricing Starting at $299.00 per month Get Price Alternative Product [Broadly](https://www.softwareadvice.com/review-management/broadly-profile/) 4.8 [(336)](https://www.softwareadvice.com/review-management/broadly-profile/reviews/) Ratings Breakdown - 4.78Ease of use - 4.64Value for money - 4.75Customer support - 4.66Functionality Pricing Starting at $249.00 per month Get Price Alternative Product [Experience.com](https://www.softwareadvice.com/customer-experience/xmp-profile/) 4.7 [(89)](https://www.softwareadvice.com/customer-experience/xmp-profile/reviews/) Ratings Breakdown - 4.76Ease of use - 4.58Value for money - 4.54Customer support - 4.69Functionality Pricing Available upon request Get Price Alternative Product [LiveAgent](https://www.softwareadvice.com/crm/liveagent-profile/) 4.7 [(1788)](https://www.softwareadvice.com/crm/liveagent-profile/reviews/) Ratings Breakdown - 4.57Ease of use - 4.64Value for money - 4.69Customer support - 4.57Functionality Pricing Starting at $15.00 per month Get Price ## Vitally Pricing and Plans Starting price: $299.00 per month Free Trial Free Version Basic $299.00 per month No plan information available Confused about pricing? We've got you covered. Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates. ## 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 Integration rated undefined from -1 review HubSpot CRM Integration rated undefined from -1 review HubSpot Marketing Hub Integration rated undefined from -1 review Microsoft Outlook Integration rated undefined from -1 review Mixpanel Integration rated undefined from -1 review PostgreSQL Integration rated undefined from -1 review See all 16 integrations ## Vitally User Reviews ## Vitally customer ratings - Overall rating: 3.7/5 - Total reviews: 9 ### Rating distribution - 5 stars: 2 reviews (22%) - 4 stars: 4 reviews (44%) - 3 stars: 2 reviews (22%) - 2 stars: 0 reviews (0%) - 1 star: 1 reviews (11%) ### Secondary ratings - Ease of use: 4/5 - Value for money: 4/5 - Customer support: 4.1/5 - Functionality: 3.9/5 --- Have you used Vitally and would like to share your experience with others? ### Perfect CSM Tool for small to medium companies - Overall rating: 5/5 - Reviewer: Daniela R. - Verified reviewer: Yes - Industry: Information Technology and Services - Company size: 11-50 employees - Product usage: Used daily for less than 12 months - Reviewed: May 2021 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. --- ### Great Product and it keeps getting better - Overall rating: 4/5 - Reviewer: Samuel B. - Verified reviewer: Yes - Industry: Computer Software - Company size: 51-200 employees - Product usage: Used daily for less than 2 years - Reviewed: September 2022 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Our CSM has changed multiple times in the last year due to their growth but the service has always been great. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. --- ### Bad CS software - Overall rating: 1/5 - Reviewer: John S. - Verified reviewer: Yes - Industry: Alternative Dispute Resolution - Company size: 2-10 employees - Product usage: Used daily for less than 12 months - Reviewed: January 2024 - Review source details: This review was submitted organically. No incentive was offered There was no experience to describe the experience #### Ratings breakdown - Ease of use: 1/5 - Value for money: 1/5 - Customer support: 1/5 - Functionality: 1/5 #### 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. --- ### Vitally review - Overall rating: 4/5 - Reviewer: Bolortuya N. - Verified reviewer: Yes - Industry: Computer Software - Company size: 11-50 employees - Product usage: Used weekly for less than 6 months - Reviewed: January 2024 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. --- ### A larger scale - Overall rating: 4/5 - Reviewer: Ben N. - Verified reviewer: Yes - Industry: Computer Software - Company size: 11-50 employees - Product usage: Used daily for less than 12 months - Reviewed: October 2022 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 4/5 - Customer support: 3/5 - Functionality: 4/5 #### 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. --- ### Easy to get started - Overall rating: 3/5 - Reviewer: Gabriella V. - Verified reviewer: Yes - Industry: Information Technology and Services - Company size: 11-50 employees - Product usage: Used daily for less than 6 months - Reviewed: November 2022 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 3/5 #### 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 --- ### Great for CS (if set-up properly) and not so great for account management - Overall rating: 3/5 - Reviewer: Robert L. - Verified reviewer: Yes - Industry: Information Technology and Services - Company size: 51-200 employees - Product usage: Used weekly for more than 2 years - Reviewed: March 2024 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 4/5 - Functionality: 3/5 #### 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. --- ### Vitally Review - Overall rating: 5/5 - Reviewer: Colby B. - Verified reviewer: Yes - Industry: Telecommunications - Company size: 11-50 employees - Product usage: Used daily for less than 12 months - Reviewed: October 2022 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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 --- ### Vitally for key account management - Overall rating: 4/5 - Reviewer: Jo C. - Verified reviewer: Yes - Industry: Entertainment - Company size: 51-200 employees - Product usage: Used monthly for less than 12 months - Reviewed: April 2022 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 4/5 - Functionality: 4/5 #### Pros Integrates with intercom and hubspot really well #### Cons Does not have much analytics feature to utilize it --- Showing 1 - 9 of 9 Reviews ## Other Top Recommended Customer Success Software [Zendesk Suite](https://www.softwareadvice.com/product/26892-Zendesk/) **4.4** (4091) Recently recommended **9** times [Pipedrive](https://www.softwareadvice.com/crm/pipedrive-profile/) **4.5** (3061) Recently recommended **0** times [Zoho Desk](https://www.softwareadvice.com/crm/zoho-desk-profile/) **4.5** (2215) Recently recommended **0** times [LiveAgent](https://www.softwareadvice.com/crm/liveagent-profile/) **4.7** (1788) Recently recommended **0** times Stuck Between Options? Our experts can help you compare Vitally with other top options, so you can find the best fit for your needs. ## See what companies are saying about Software Advice