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Everything you need to
level-up your Customer
Success process
Project management tools for one-to-one Customer Success and powerful automation for one-to-many, all powered by your unified customer data. Your team has never seen a
CS tool quite like Vitally.
Making customers happy at
HOW VITALLY WORKS
Turn your data into something beautiful
From actionable health scores to action-inciting indicators, Vitally decorates your customer
data with insights that keep your team focused on advancing customer relationships.
Dozens of plug-and-play integrations
Custom success metrics & health scores
Product & team activity timelines
Proactive upsell and risk alerts
Spreadsheet-like data editing
HOW VITALLY WORKS
Turn your data into something beautiful
From actionable health scores to action-inciting indicators, Vitally decorates your customer data with insights that keep your team focused on advancing customer relationships.
Dozens of plug-and-play integrations
Custom success metrics & health scores
Product & team activity timelines
Proactive upsell and risk alerts
Spreadsheet-like data editing
Project management
Turn your data into results
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Take exceptional care of your key logos
Outline strategies to ensure success of your most critical customers and track progress as your team implements those strategies.
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Keep your team aligned around shared goals
Team projects keep your entire team organized. Tasks prevent them from missing anything. Together, it’s the perfect way to make sure your CSMs are always at their best.
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Project management
Measure the impact of your team's efforts
You looked at the data. Your team took action on it. Vitally helps you close the loop by giving you a place to see how your team is performing so you can always be sure your customers are performing.
testimonials
Trusted by leaders
at fast-growing B2B companies
Romain Lapeyre
With Vitally, we're able to identify churn risks 5x faster than before. That leads us to double our revenue retention. If you're thinking about switching, it's a complete no brainer.
Courtney Henry
With Vitally, we're able to identify churn risks 5x faster than before. That leads us to double our revenue retention. If you're thinking about switching, it's a complete no brainer.
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