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Team Collaboration & Management
Get everyone involved in your customers' success
With Vitally, your teams can manage their projects, priorities, automated workflows, and more, all with a shared goal — to create successful customers.
Workspaces & Playbooks
Help your team focus on the
right accounts
Playbook
Create automated workflows that ensure the right team members manage the right accounts at the right times.
Workspaces
Help your CSMs focus their efforts with Workspaces that automatically surface only the data and reports they need to execute on.
Playbook
Create automated workflows that ensure the right team members manage the right accounts at the right times.
Workspaces
Help your CSMs focus their efforts with Workspaces that automatically surface only the data and reports they
need to execute on.
need to execute on.
Workspaces & Playbooks
Give your team the
tools to be successful together
Team Projects
Organize your team's work into shared projects that help you run biweekly sprints, manage quarterly goals, and more.
Collaborative Tasks & Notes
Help your team track their work with customizable tasks and notes. Pull in outside help when needed with a simple @ mention.
Projects & Notes/Tasks/@ mentions
Give your team the
tools to be successful together
Team Projects
Organize your team's work into shared projects that help you run biweekly sprints, manage quarterly
goals, and more.
goals, and more.
Collaborative Tasks & Notes
Help your CSMs focus their efforts with Workspaces that automatically surface only the data and reports they
need to execute on.
need to execute on.
Slack + Notifications
Make sure nothing falls
through the cracks
Slack
Vitally's powerful Slack integration lets you route notifications for specific customer segments to multiple channels. You can rest easy knowing the right team saw your most important customer updates.
In-app & email notifications
Ensure your CSMs are proactively alerted the moment a customer is in need with beautiful in-app and email notifications.
Slack
Vitally's powerful Slack integration lets you route notifications for specific customer segments to multiple channels. You can rest easy knowing the right team saw your most important customer updates.
In-app & email notifications
Ensure your CSMs are proactively alerted the moment a customer is in need with beautiful in-app and email notifications.
Supercharge your Customer Success
Integrate the rest of your data into Vitally to get a full picture of customer happiness.
