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Project Management
Plan & manage all your customer-facing work
Custom fields & Templates
Create your perfect Customer
Success process
You worked hard to create your Customer Success process - it should be easy for your team to follow it. Templates help you ensure the right fields and notes are updated as your team completes their work.
Customer Projects & Team Projects
Align your team towards the bigger picture
As a Customer Success leader, your work is often aimed at impacting all your customers. Most CS tools don't understand that, requiring a separate tool to manage your more strategic work. Vitally is different. Our full-featured project management solution lets you execute on your general strategic tasks and organize that work into shared team goals.
Customer Projects & Team Projects
Align your team towards the bigger picture
Integrations & Reporting
Always know what
your team is
working on
inbox — whichever you prefer. Our bidirectional Salesforce and Hubspot integrations will even pull in new and
updated tasks created directly in your CRM.
Create customizable reports to ensure projects stay on track and workloads remain balanced. Share those reports with your leadership with a single click.
inbox — whichever you prefer. Our bidirectional Salesforce and Hubspot integrations will even pull in new and
updated tasks created directly in your CRM.
Supercharge your Customer Success
Integrate the rest of your data into Vitally to get a full picture of customer happiness.
