Category
Customer Success Platform
Key features
Customer health scores
Automated playbooks and alerts
Projects and collaborative docs
01 — Overview
What is
Vitally
Vitally is a customer success platform that pulls product usage, billing, CRM and support data into one view of each account. CS teams use health scores, automated playbooks, projects, docs and surveys to manage onboarding, renewals and churn risk. Its AI assistant, Quin, answers account questions, drafts emails, captures meeting notes and updates CRM fields.
The verdict
Customer success platform with AI assistant
02 — Who it’s for
Ideal Customer Profile
Built for customer success managers, CS leaders, CS operations and account managers at B2B SaaS companies. The site says over 600 customer success teams use it, including Zapier and Productboard.
03 — Capabilities
Key Features
Customer health scores
Automated playbooks and alerts
Projects and collaborative docs
NPS and custom surveys
AI assistant for accounts
Dashboards and segmentation
05 — Similar tools
Alternatives
06 — FAQ
Frequently Asked Questions
What is Vitally used for?
Vitally helps customer success teams track account health, automate workflows, manage onboarding projects and spot churn risk from one workspace.
Who is Vitally for?
It is aimed at customer success managers, CS leaders, CS operations and account managers, mostly at B2B SaaS companies.
Which tools does Vitally integrate with?
Vitally connects to Salesforce, HubSpot, Zendesk, Intercom, Slack, Gmail, Outlook, Stripe, Chargebee, Segment, Mixpanel, Amplitude, Pendo, Snowflake, BigQuery and more.
Does Vitally have an API?
Yes. Vitally offers a REST API for accounts, users, conversations, notes, tasks, projects, NPS responses and custom objects, with separate US and EU data center hosts.