Customer Health

Create the most accurate picture
of customer
health possible

Build dynamic health profiles that help your team identify churn risks and upsell opportunities at any stage in the customer lifecycle.

Customer Health

Create accurate health scores for
customers at any stage

In Vitally, you can build health scores that factor in all your customer data - product usage, customer engagement, open tickets, NPS, and more. Once your scores are defined, ensure each customer's overall health is perfectly accurate with custom health equations applied to specific lifecycle stages and segments.

Customer Health

Track custom KPIs to ensure customers hit their goals

Customer Success goes well beyond page views and product events. Vitally's custom metrics builder allows anyone on your team to get answers in minutes to any question - from the simple to the complex. And yep, you can use these custom KPIs to create even more powerful health scores and automated workflows.

Customer Health

Automate alerts the moment a customer
is a risk or opportunity

Vitally is the only Customer Success platform that supports flagging accounts that meet both static thresholds (e.g. "Logins equals 0") and dynamic thresholds (e.g "Logins drop by 20% within 14 days"). This way, you can ensure that even "Healthy" customers trending in the wrong direction are proactively managed.

Supercharge your Customer Success

Integrate the rest of your data into Vitally to get a full picture of customer happiness.

Request demo