Vitally

Name: Vitally
Brand: Vitally
Rating: 4.3 (718 reviews)

Claim this tool Editor reviewed

Retain and grow accounts with unified customer health

Paid plans only, free trial

Paid Customer Success Analytics Task Management

Visit Website

4.3 (718 across the web)

Paid Visit Website

Reviews on G2 Capterra

718 reviews tracked

The Bottom Line

Updated May 26, 2026

Price: Paid plans only, free trial. Compare plans

Key facts

Unifies customer data, teams, and customers into a single platform for scaled Customer Success.
Offers automation, project management, and collaboration tools to boost CS productivity and visibility.
Features an AI Copilot for instant summaries, AI-powered actions, and insights from customer interactions.

Pros

Modern interface
Great for SaaS
Easy setup

Cons

Newer platform
Smaller community

What is Vitally?

Editorial review

Vitally is a customer success platform that helps teams retain and grow accounts. Unified view of customer health with configurable health scores. Track product usage, support tickets, and engagement in one place. Automate playbooks for onboarding, renewals, and expansion. Features include NPS tracking, task management, and reporting. Drive net revenue retention with proactive customer success.

Available on: Web

Louis Corneloup Updated May 26, 2026 · how we evaluate Source vitally.io ↗

Ratings Across the Web

4.3 (718 reviews)

Vitally holds an aggregate rating of 4.3 out of 5 from 718 reviews across G2 and Capterra, last checked September 17, 2026.

Ratings aggregated from independent review platforms. Learn more

Key Features

Customer success
Health scoring
Automation workflows
Analytics dashboard
Playbooks
CRM integration

Pricing Plans

Free Trial

Pricing checked Oct 8, 2026

Vitally plans and prices, checked October 2026
Plan	Price	Details
Tech-Touch	Custom	One-to-many CS PLG support All core features +1 more Show less Scaling automation
Hybrid-Touch	Custom	Any CS model Flexible workflows Advanced analytics +1 more Show less Priority support
High-Touch	Custom	One-to-one CS Full feature access Dedicated support +1 more Show less Custom implementation

View full pricing

Is Vitally worth the price?

Good value

However, the feature differentiation suggests it's designed to scale with customer needs, potentially offering good value for larger B2B SaaS companies.

It's best for established B2B SaaS businesses looking for tailored customer success solutions.

Hidden Costs & Gotchas

Potential for high minimums

Full Vitally pricing: every plan, hidden costs and alternatives

Reviews

Improve Your Thinking Patterns Using ChatGPT cover

$99 Free with your review

Review Vitally, get a free AI guide

Share your experience and we will send you Improve Your Thinking Patterns Using ChatGPT, free.

Write a review

4.3/5

Across 718 verified user reviews on G2, Capterra

Add your hands-on experience using the offer above to help the next buyer.

Best Vitally Alternatives

Top alternatives based on features, pricing, and user needs.

Gainsight Paid

Unify customer data, predict churn, and automate success

4.5

Totango Paid

Drive customer outcomes and growth with automated success programs

4.3

ClientSuccess Paid

Simple, powerful software to reduce churn and increase customer revenue.

4.3

Chameleon Paid

Build in-app guidance and onboard users without code

4.4

Catalyst Paid

Scale customer success with 360 views, health scoring, and automation

See all customer success tools →

Still deciding?

Most buyers shortlist 2 or 3 tools before committing. Pull a side-by-side comparison or browse the full alternatives shortlist below.

Vitally vs Gainsight Head-to-head: features, pricing, who wins Vitally vs Totango Head-to-head: features, pricing, who wins Vitally vs ClientSuccess Head-to-head: features, pricing, who wins

Explore More

Vitally FAQ

How does Vitally help customer success teams manage their accounts?

Vitally provides a unified view of customer health, allowing teams to track product usage, support tickets, and engagement in one centralized platform. It also enables the automation of playbooks for key customer lifecycle stages like onboarding, renewals, and expansion.

Which teams benefit most from using Vitally?

Vitally is particularly well-suited for customer success teams within SaaS companies. Its features are designed to help these teams retain and grow accounts by providing tools for proactive customer management.

How is Vitally priced?

Vitally is a paid product and does not offer a permanently free tier. Pricing details are typically provided upon request or through a demonstration of the platform.

Can Vitally help with tracking customer sentiment?

Yes, Vitally includes NPS tracking as one of its features, allowing customer success teams to monitor and understand customer sentiment. This helps in proactively addressing customer satisfaction and identifying areas for improvement.

How does Vitally compare to Totango for customer success management?

Vitally offers a modern interface and is known for its easy setup, making it a strong option for SaaS businesses. While both platforms aim to unify customer health, Vitally is a newer platform compared to Totango.

What kind of trade-offs should users consider when choosing Vitally?

Users should consider that Vitally is a newer platform compared to some established competitors. This means it may have a smaller community of users and resources available.

Does Vitally include tools for managing customer success tasks?

Yes, Vitally features integrated task management capabilities to help customer success teams organize and execute their daily activities. This ensures that critical actions for customer retention and growth are tracked and completed.

Source: vitally.io

Guides & Articles

Best Customer Success Software

Features Vitally

Best AI Customer Success Tools

Features Vitally

Best Customer Retention Analytics Tools in 2026

Features Vitally