For Customer Success Leadership
Create a world-
class success team
and customer experience
Build workflows, reports, and KPIs that ensure both your customers and Customer Success team are wildly successful.
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Create a world-
For Customer Success Leadership
Automatically keep workloads balanced and customers managed
You've got a lot of responsibilities - ensuring your customers have the right CSM doesn't need to be one of them. Vitally's automated Playbooks can dynamically assign CSMs to customers at any stage of the lifecycle. We'll even choose the CSM for you that has the most available bandwidth.
For Customer Success Leadership
Track the KPIs most important to your customers' success
Creating accurate health metrics shouldn't require a developer or complex SQL queries. With Vitally's health scores and custom metrics builder, we give you the power to create metrics that can be as simple or complex as you like. Adjust metrics in realtime until you create the perfect KPIs to guide your team.
For Customer Success Leadership
Craft your perfect Customer Success process
Tired of overly simple tasks and notes that are little more than just a line of text? We were too. That's why we added the ability to extend our tasks, notes, projects, and more with custom fields unique to your process. Finally, ensure your team follows the process you build in Vitally with template and automated Playbooks.
For Customer Success Leadership
Manage all your team's work
Vitally is the first Customer Success platform that enables you to manage all your team's work, from customer projects to strategic tasks (and anything in between). Create structured onboarding guides for every customer alongside team projects that help you run biweekly sprints, hit quarterly goals, and more. The possibilities are truly endless.
For Customer Success Leadership
Analyze the impact
your process has on
your customers
With the power of an Asana or Trello integrated alongside your customer data, your team will be able to get more work done. The best part? With Vitally's customizable dashboard builder, you'll be able to see the impact that work has on your customers while ensuring CSMs are following your processes.
Ready to get the CSP that’s actually intuitive and simple?
