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Vitally

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By Vitally, Inc.

Vitally is a Customer Success platform for B2B SaaS companies that consolidates customer data from a team's existing tools into a single per-account record, with health scores, Playbook automation, project management, surveys and NPS, reporting and collaborative docs.

vitally.io ↗Structured profile ↗

Prepared by Scribble from public sources.

Reviewed public sources (7)

Snapshot

Continue to About ↓
What it does
  • Vitally is a Customer Success platform for B2B SaaS companies that consolidates customer data from a team's existing tools into a single per-account record, with health scores, Playbook automation, project management, surveys and NPS, reporting and collaborative docs.
More detail
  • Its Quin assistant is an AI add-on, currently in Beta, that answers questions and drafts actions from the customer context already stored in Vitally.
Best for
  • B2B SaaS companies with a dedicated Customer Success team (CSMs, CS leaders, CS operations, account managers) that want customer data, health scoring and automation in one place.
More detail
  • Teams running one-to-many/PLG, hybrid or one-to-one CS operating models.
Pricing
  • Three plans (Tech-Touch for one-to-many/PLG, Hybrid-Touch, High-Touch for one-to-one CS) are all quoted by request
More detail
  • no dollar figures, free tier or self-serve checkout are published.
  • Hybrid-Touch lists unlimited full seats; all plans include core features, unlimited automations, unlimited observer s
Main limitation
  • Buyers who need published prices or self-serve signup, since every plan requires requesting pricing through sales.
More detail
  • Businesses outside B2B SaaS Customer Success, or teams expecting a generally available AI assistant rather than a Beta feature.
Record
Living and monitored
Reviewed
Evidence
Public web research

About

  • Vitally is a Customer Success platform for B2B SaaS companies that consolidates customer data from a team's existing tools into a single per-account record, with health scores, Playbook automation, project management, surveys and NPS, reporting and collaborative docs.
  • Its Quin assistant is an AI add-on, currently in Beta, that answers questions and drafts actions from the customer context already stored in Vitally.

What it helps with

Capabilities

A practical view of what is available and where limitations apply.

OfferingAvailableDetail
Quin AI assistant LimitedAnswers questions across the book of business and drafts emails, notes, tasks and CRM updates from data already in Vitally; officially in Beta and included in plan while in Beta.
Health scores YesCustomizable scores that vary by lifecycle stage or segment.
Automation / Playbooks YesAutomated CSM assignment, task creation and outreach; unlimited automations on all plans.
Surveys and NPS YesCustom surveys distributed across the customer base.
Project management YesTracks project milestones across the customer journey.
Reporting and dashboards YesDashboards for KPIs, team performance and CS impact.
AI meeting notes YesCaptures summaries, decisions, risks and next steps; connects to calendar.
Integrations YesConnects CRM, product analytics, comms and support tools; full integration library on all plans. Named examples come from vendor-curated reviews.
API access YesOffered for operational workflows and advanced analytics.
Native mobile app UnknownNot evidenced in the supplied material.

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Verification
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  • The owner has not manually confirmed every field.
Last reviewed
Primary source
vitally.io
Technical profile details
Record IDe6bd1c24-1367-4591-8bda-1f49666980c4Canonical URLhttps://profiles.scribble.network/listing/vitally-e6bd1c24