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Vitally

UnclaimedEditor reviewed

Retain and grow accounts with unified customer health

Customer SuccessAnalyticsTask Management
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Reviews onG2Capterra
695 reviews tracked

The Bottom Line

Entry price

Paid plans only

Biggest pro

Modern interface

Biggest con

Newer platform

TL;DR - Vitally

  • 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.
Pricing: Paid only
Best for: Enterprises & pros
4.3/5 across review platforms

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

how we evaluateSourcevitally.io ↗

Pros & Cons

Pros

  • Modern interface
  • Great for SaaS
  • Easy setup

Cons

  • Newer platform
  • Smaller community

Ratings Across the Web

4.3(695 reviews)
G2686 reviews
4.5/5
Capterra9 reviews
3.7/5

Ratings aggregated from independent review platforms. Learn more

Key Features

Customer successHealth scoringAutomation workflowsAnalytics dashboardPlaybooksCRM integration

Pricing Plans

Free Trial

Tech-Touch

Custom

  • One-to-many CS
  • PLG support
  • All core features
  • Scaling automation

Hybrid-Touch

Custom

  • Any CS model
  • Flexible workflows
  • Advanced analytics
  • Priority support

High-Touch

Custom

  • One-to-one CS
  • Full feature access
  • Dedicated support
  • Custom implementation
Calculate your costView full pricing

Reviews

4.3/5

Across 695 verified user reviews on G2, Capterra

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Best Vitally Alternatives

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

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GainsightPaid

Unify customer data, predict churn, and automate success

4.4
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TotangoPaid

Drive customer outcomes and growth with automated success programs

4.3
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ClientSuccessPaid

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

4.3
Chameleon logo
ChameleonPaid

Build in-app guidance and onboard users without code

4.3
Catalyst logo
CatalystPaid

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

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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 GainsightHead-to-head: features, pricing, who winsVitally vs TotangoHead-to-head: features, pricing, who winsVitally vs ClientSuccessHead-to-head: features, pricing, who wins

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Vitally FAQ

Who is Vitally for?

Vitally is designed specifically for B2B SaaS companies looking for customer success software.

Source: vitally.io

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