Vitally

Product information

Reviews

4.0 out of 5 stars

Vitally is best for customer success teams who need to manage customer relationships, track health scores, and drive retention at scale. It stands out for its deep integrations with popular SaaS tools and its customizable workflows, but may not be ideal if you require highly advanced analytics or have a very small team. Compared to Gainsight and ChurnZero, it’s better suited for fast-growing SaaS companies that want a balance of power and usability without the heavy enterprise price tag. If you’re dealing with scattered customer data and manual processes, this is probably the right tool. If not, you might want to explore simpler or more analytics-focused alternatives.

Vitally logo

Tool Details

Best For
mid market
Popularity
Widely Adopted
Company Stage
Growth-Stage
Alternatives
  • Gainsight
  • ChurnZero
  • Totango
  • ClientSuccess
  • Planhat
Pros
  • Intuitive and modern user interface
  • Strong integrations with major SaaS platforms
  • Flexible automation and workflow tools
  • Customizable customer health scoring
  • Responsive support and onboarding
Cons
  • Limited advanced analytics and reporting
  • Can be pricey for smaller teams
  • Some integrations require technical setup
  • Learning curve for complex workflows

How to manage customer renewals and expansion opportunities in Vitally

A direct, practical guide to using Vitally for managing customer renewals and finding real expansion opportunities—no fluff, just what works.

How to assign and track customer success tasks in Vitally for remote teams

A practical guide to assigning and tracking customer success tasks in Vitally, made for remote teams who want clarity without the fluff.

How to create personalized onboarding workflows in Vitally for new clients

Learn how to build straightforward, effective onboarding workflows in Vitally that actually fit your new clients—without drowning in automation hype.

How to Compare Vitally With Other B2B GTM Software Solutions for Customer Success Teams

A clear guide to comparing Vitally and other B2B GTM tools for customer success—real talk, no fluff, just what actually matters.

How to build custom dashboards and reports in Vitally for executive teams

Learn how to set up focused, no-nonsense dashboards and reports in Vitally for execs—what to build, what to skip, and how to actually get value.

How to set up automated customer health scoring in Vitally for B2B teams

A step-by-step guide for B2B teams to build useful, automated customer health scores in Vitally—without the fluff or hype.

How to leverage Vitally integrations for better customer segmentation

Unlock better customer segmentation with Vitally integrations. Real-world advice, honest tips, and practical steps for smarter, actionable segments.

Step by step guide to integrating Salesforce with Vitally for seamless data sync

Learn how to connect Salesforce with Vitally for reliable data sync, including honest tips on setup, gotchas, and what to skip.

What Features Make Vitally the Right B2B GTM Tool for Scaling SaaS Companies

Vitally claims to be the go-to B2B GTM tool for SaaS. Here’s what it actually does, what works, and when it's worth your time (or not).

How to set up and monitor customer journey milestones in Vitally

Learn how to set up, track, and get real value from customer journey milestones in Vitally—without drowning in busywork or fluff.

Best practices for tracking customer engagement metrics in Vitally

Learn how to track customer engagement metrics in Vitally with practical steps, honest advice, and tips to get real value—without the fluff.

Vitally B2B GTM Software Tool In Depth Review and Comparison for SaaS Customer Success Teams

An honest, practical review and comparison of Vitally for SaaS customer success teams. See what works, what doesn’t, and how it stacks up.

How to automate QBR preparation using Vitally playbooks

Save hours prepping for QBRs with step-by-step Vitally playbook automation. Honest tips, real workflow advice, and what to skip.