Vitally
About Vitally
Vitally Pricing
Vitally offers pricing plans that fit the needs of any size B2B SaaS business, from early-stage startups to global Customer Success teams.
Starting price:
$299.00 per month
Free trial:
Available
Free version:
Not Available
Other Top Recommended Customer Experience Software
Most Helpful Reviews for Vitally
1 - 9 of 9 Reviews
Daniela
Verified reviewer
Information Technology and Services, 11-50 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed May 2021
Perfect CSM Tool for small to medium companies
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.
CONSActually 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.
Reason 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.
Ben
Computer Software, 11-50 employees
Used daily for less than 12 months
OVERALL RATING:
4
EASE OF USE
4
CUSTOMER SUPPORT
3
FUNCTIONALITY
4
Reviewed October 2022
A larger scale
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.
CONSThe 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.
Robert
Information Technology and Services, 51-200 employees
Used weekly for more than 2 years
OVERALL RATING:
3
EASE OF USE
4
FUNCTIONALITY
3
Reviewed March 2024
Great for CS (if set-up properly) and not so great for account management
It's easy to use. Good for tracking the health of accounts
CONSThere 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.
Bolortuya
Computer Software, 11-50 employees
Used weekly for less than 6 months
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed January 2024
Vitally review
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.
CONSVitally 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.
Samuel
Verified reviewer
Computer Software, 51-200 employees
Used daily for less than 2 years
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed September 2022
Great Product and it keeps getting better
Our CSM has changed multiple times in the last year due to their growth but the service has always been great.
PROSVitally 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.
CONSAccount tracking rules are a bit limiting but this hasn't stopped us from performing or tracking customers in anyway.
Colby
Telecommunications, 11-50 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed October 2022
Vitally Review
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
CONSNot as many features available between CS and sales as I'd like
Gabriella
Information Technology and Services, 11-50 employees
Used daily for less than 6 months
OVERALL RATING:
3
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
3
Reviewed November 2022
Easy to get started
- Health scoring can be setup in a day- Easy to keep customer tasks, notes, insights organized
CONS- Conversations, and Hubspot integration needs improvement
Reason for choosing Vitally
- Price was OK- Trial proved it was easy to get started
John
Alternative Dispute Resolution, 2-10 employees
Used daily for less than 12 months
OVERALL RATING:
1
EASE OF USE
1
VALUE FOR MONEY
1
CUSTOMER SUPPORT
1
FUNCTIONALITY
1
Reviewed January 2024
Bad CS software
There was no experience to describe the experience
PROSNothing, no value added, it was absolute money wasted with no results
CONSEverything 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.
Jo
Entertainment, 51-200 employees
Used monthly for less than 12 months
OVERALL RATING:
4
EASE OF USE
4
FUNCTIONALITY
4
Reviewed April 2022
Vitally for key account management
Integrates with intercom and hubspot really well
CONSDoes not have much analytics feature to utilize it