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Vitally description
Vitally is a customer success platform designed for B2B companies of all sizes. It helps centralize customer data from your existing tools, automate customer success workflows, and provides real-time visibility into customer health and team performance through dashboards and reports. Vitally aims to streamline customer success operations, improve customer experience, and drive business growth.
Who is Vitally best for
Vitally is a customer success platform that we find is particularly effective for larger B2B SaaS companies. It centralizes customer data, automates workflows, and offers real-time insights into customer health. We've noticed users appreciate its seamless integration, comprehensive features, and easy-to-use interface. Keep in mind that some users have pointed out occasional data population issues.
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Great for enterprises (1001+ employees) seeking a robust customer success platform, it scales to manage extensive customer relationships.
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Perfect for Software/IT/Telecommunications, streamlining customer data and success workflows to enhance customer experience and retention.
Vitally features
Supported Automated Workflows: Simple Workflows: Automate tasks, triggers, and playbooks to drive efficiency and consistency across your customer base. |
Supported Agile Project Management: Agile Project Management: Keep customers on the right track through every Project milestone and point of the customer journey. |
Supported Personalized Experiences: Personalized Experiences: Organize your workspace like never before with focused Hubs for your teams, processes, and more. |
Supported Lessons in CS Thought Leadership: Lessons in CS Thought Leadership: We work to grow the Customer Success space to bring you the latest insights, best practices, and more. |
Supported Account insights: Account insights that fuel action: Understand and influence customer health and key outcomes in real time. Drive adoption, prevent churn, and grow revenue. |
Supported Dedicated Customer Success Manager: Dedicated Customer Success Manager: Customer Success is in our DNA. That’s why you’ll have a dedicated CSM to help you get the most out of Vitally. |
Supported Unlimited Users, Data: Unlimited Users, Data, & More: Scale your team with confidence. Enjoy access to everything Vitally has to offer without artificial limits. |
We evaluate the sentiment that users express about non-functional aspects of the software
Value and Pricing Transparency
Customer Service
Ease of Use
Reliability and Performance
Ease of Implementation
Scalability
Vitally reviews
We've summarised 610 Vitally reviews (Vitally Capterra reviews and Vitally G2 reviews) and summarised the main points below.
- Dynamic metrics for gauging customer health.
- Seamless integration and data representation.
- Comprehensive features and smooth operation.
- Centralizes customer data and communications.
- Easy-to-use interface and platform customizability.
- Data sometimes does not populate correctly.
- Sorting and filtering can be improved.
- Email from Vitally rather than the CSM can be confusing for customers.
- Discard changes required to see updated columns.
- Some features, like email integration, could be more user-friendly.
Vitally pricing
The commentary is based on 23 reviews from Vitally Capterra reviews and Vitally G2 reviews.
We find that users generally consider Vitally's pricing to be fair for its features, especially for small to medium-sized businesses. However, some users mention it can be expensive, particularly for startups or those needing many user licenses. A few users suggested more affordable options for certain regions would be beneficial.
Users sentiment
See the Vitally pricing page.
Vitally alternatives
vitally vs Capsule CRMSimple CRM for small businesses to manage contacts and track sales.Read more
vitally vs Salesforce Sales CloudStreamlines sales, manages contacts, boosts productivity, closes deals.Read more
Vitally FAQ
Vitally is a customer success platform for B2B businesses. We find that it helps centralize customer data, automate workflows, and offers real-time insights into customer health and team performance through dashboards and reports. It's designed to improve customer experience and drive growth.
What is Vitally and what does Vitally do?
Vitally is a customer success platform for B2B businesses. We find that it helps centralize customer data, automate workflows, and offers real-time insights into customer health and team performance through dashboards and reports. It's designed to improve customer experience and drive growth.
Vitally integrates with your existing tools to centralize customer data. It pulls data from various sources to provide a comprehensive view of customer health and automate workflows, though some users have reported occasional data syncing issues.
How does Vitally integrate with other tools?
Vitally integrates with your existing tools to centralize customer data. It pulls data from various sources to provide a comprehensive view of customer health and automate workflows, though some users have reported occasional data syncing issues.
We find that Vitally's main competitors include ClientSuccess, Custify, and Catalyst. While Zoho CRM, Salesforce Sales Cloud, and CrmOne offer some overlapping functionalities, they cater to broader audiences and don't focus specifically on customer success.
What the main competitors of Vitally?
We find that Vitally's main competitors include ClientSuccess, Custify, and Catalyst. While Zoho CRM, Salesforce Sales Cloud, and CrmOne offer some overlapping functionalities, they cater to broader audiences and don't focus specifically on customer success.
We find Vitally to be a legitimate customer success platform. It receives positive ratings overall and offers valuable features like automated workflows and centralized customer data. However, we've also noted some user concerns regarding data reliability and ease of implementation.
Is Vitally legit?
We find Vitally to be a legitimate customer success platform. It receives positive ratings overall and offers valuable features like automated workflows and centralized customer data. However, we've also noted some user concerns regarding data reliability and ease of implementation.
I'm sorry, but pricing information for Vitally is not available at this time. We recommend checking their website or contacting their sales team directly for the most up-to-date pricing details.
How much does Vitally cost?
I'm sorry, but pricing information for Vitally is not available at this time. We recommend checking their website or contacting their sales team directly for the most up-to-date pricing details.
We find that Vitally's customer service is generally viewed positively. Users praise the responsiveness and helpfulness of the support team, particularly highlighting their CSMs as knowledgeable and supportive. While some implementation challenges are noted, the overall sentiment towards customer service remains positive.
Is Vitally customer service good?
We find that Vitally's customer service is generally viewed positively. Users praise the responsiveness and helpfulness of the support team, particularly highlighting their CSMs as knowledgeable and supportive. While some implementation challenges are noted, the overall sentiment towards customer service remains positive.
Reviewed by
Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.