# ClientSuccess vs Vitally

| Attribute | ClientSuccess | Vitally |
|---|---|---|
| **vioscaleAI score** | 39.9 (39% (low)) | 38.8 (61% (medium)) |
| content.faq | `[{"answer":"A cloud-based SaaS platform that streamlines customer success operations through automated workflows, intelligent health scoring, customer data consolidation, and lifecycle management to help teams reduce churn and expand revenue. It is indexed under Customer Success.","source":"https://www.clientsuccess.com/pricing","question":"What is ClientSuccess?","confidence":0.6},{"answer":"ClientSuccess does not publish its prices. Pricing is quoted on request, across 3 plans (Startup, SMB / Mid-Market and Enterprise), so the figure depends on your seat count and requirements. We record this as a pricing-transparency signal rather than guessing a number. Pricing changes often, so verify at source before relying on it.","source":"https://www.clientsuccess.com/pricing","question":"How much does ClientSuccess cost?","confidence":0.6},{"answer":"We have confirmed browser-based access to ClientSuccess. That is the extent of what we could verify from public sources, so it may well offer desktop or mobile clients we have not indexed.","source":"https://www.clientsuccess.com/pricing","question":"What platforms does ClientSuccess support?","confidence":0.6},{"answer":"We have only confirmed a cloud / SaaS deployment for ClientSuccess, so it appears to be vendor-hosted. If a self-hosted option exists we have not found it documented publicly.","source":"https://www.clientsuccess.com/pricing","question":"Can ClientSuccess be self-hosted?","confidence":0.6},{"answer":"We have confirmed 46 integrations for ClientSuccess, including Salesforce, Slack, Zapier, HubSpot, AWS, Google Cloud Platform, Microsoft and Intercom, plus 38 more. This is what we could verify from public sources, so the vendor may support others we have not indexed.","source":"https://www.clientsuccess.com","question":"What does ClientSuccess integrate with?","confidence":0.6},{"answer":"We have independently confirmed SOC 2 and GDPR for ClientSuccess. Certifications we do not list are ones we have not been able to verify from public sources, which is not the same as ClientSuccess not holding them. Always confirm compliance directly before you rely on it.","source":"https://www.clientsuccess.com/security-compliance","question":"What security certifications does ClientSuccess have?","confidence":0.7},{"answer":"ClientSuccess is available worldwide. The vendor is headquartered in the United States.","source":"https://www.clientsuccess.com/pricing","question":"Where is ClientSuccess available?","confidence":0.75}]` | `[{"answer":"A unified platform that centralizes customer data, automates customer success workflows, and delivers AI-driven insights to help teams operate more efficiently and improve customer outcomes at scale. It is indexed under Customer Success.","source":"https://www.vitally.io/pricing","question":"What is Vitally?","confidence":0.6},{"answer":"Vitally does not publish its prices. Pricing is quoted on request, across 3 plans (Tech-Touch, Hybrid-Touch and High-Touch), so the figure depends on your seat count and requirements. We record this as a pricing-transparency signal rather than guessing a number. Pricing changes often, so verify at source before relying on it.","source":"https://www.vitally.io/pricing","question":"How much does Vitally cost?","confidence":0.6},{"answer":"We have confirmed browser-based access to Vitally. That is the extent of what we could verify from public sources, so it may well offer desktop or mobile clients we have not indexed.","source":"https://www.vitally.io/pricing","question":"What platforms does Vitally support?","confidence":0.6},{"answer":"We have only confirmed a cloud / SaaS deployment for Vitally, so it appears to be vendor-hosted. If a self-hosted option exists we have not found it documented publicly.","source":"https://www.vitally.io/pricing","question":"Can Vitally be self-hosted?","confidence":0.6},{"answer":"We have confirmed 10 integrations for Vitally, including Zapier, Salesforce, Zendesk, Gong, Jira, Google Calendar, Slack and Productboard, plus 2 more. This is what we could verify from public sources, so the vendor may support others we have not indexed.","source":"https://www.vitally.io/pricing","question":"What does Vitally integrate with?","confidence":0.6},{"answer":"We have independently confirmed SOC 2 and GDPR for Vitally. Certifications we do not list are ones we have not been able to verify from public sources, which is not the same as Vitally not holding them. Always confirm compliance directly before you rely on it.","source":"https://www.vitally.io/security","question":"What security certifications does Vitally have?","confidence":0.7}]` |
| deployment.options | `{"cloud":true}` | `{"cloud":true}` |
| description.long | A cloud-based SaaS platform that streamlines customer success operations through automated workflows, intelligent health scoring, customer data consolidation, and lifecycle management to help teams reduce churn and expand revenue. | A unified platform that centralizes customer data, automates customer success workflows, and delivers AI-driven insights to help teams operate more efficiently and improve customer outcomes at scale. |
| features.capabilities | `{"soc2_type_ii":true,"salesforce_hubspot_crm_sync":true,"zendesk_intercom_helpdesk_sync":true,"automated_workflow_playbook_orchestration":true,"multi_dimensional_customer_health_scoring":true}` | `{"salesforce_hubspot_crm_sync":true,"zendesk_intercom_helpdesk_sync":true,"nps_csat_survey_native_collection":true,"product_telemetry_event_ingestion":true,"automated_workflow_playbook_orchestration":true,"multi_dimensional_customer_health_scoring":true}` |
| integrations.count | 25 | 5 |
| integrations.list | `[{"name":"Salesforce"},{"name":"Slack"},{"name":"Zapier"},{"name":"HubSpot"},{"name":"AWS"},{"name":"Google Cloud Platform"},{"name":"Microsoft"},{"name":"Intercom"},{"name":"Twilio"},{"name":"Sendgrid"},{"name":"Postmark"},{"name":"SentinelOne"},{"name":"Atlassian"},{"name":"Maxio"},{"name":"Stripe"},{"name":"Datadog"},{"name":"New Relic"},{"name":"Google Analytics"},{"name":"Higher Logic"},{"name":"Domo"},{"name":"Amazon Bedrock"},{"name":"Algolia"},{"name":"Recall.ai"},{"name":"Cloudinary"},{"name":"WorkOS"},{"name":"Flatfile"},{"name":"Google Workspace"},{"name":"Cloud Identity"},{"name":"Dynamics","category":"crm"},{"name":"Zendesk","category":"support"},{"name":"Jira","category":"project_management"},{"name":"Gmail","category":"email"},{"name":"Office 365","category":"productivity_suite"},{"name":"Pendo","category":"product_analytics"},{"name":"Microsoft Teams","category":"chat"},{"name":"Zoho","category":"crm"},{"name":"Pipedrive","category":"crm"},{"name":"Mixpanel","category":"product_analytics"},{"name":"Freshdesk","category":"support"},{"name":"HelpScout","category":"support"},{"name":"ServiceNow","category":"itsm"},{"name":"UserVoice","category":"feedback"},{"name":"Medallia","category":"surveys"},{"name":"Delighted","category":"surveys"},{"name":"AskNicely","category":"surveys"},{"name":"Productboard","category":"product_management"},{"name":"Segment","category":"data_platform"},{"name":"Claude","native":true,"direction":"outbound"}]` | `[{"name":"Zapier"},{"name":"Salesforce"},{"name":"Zendesk"},{"name":"Gong"},{"name":"Jira"},{"name":"Google Calendar"},{"name":"Slack"},{"name":"Productboard"},{"name":"Thena","native":true,"direction":"bidirectional"},{"name":"Microsoft Teams","native":true,"category":"chat","direction":"inbound"}]` |
| market.availability | `{"primaryMarkets":["US","GB","EU"],"availabilityScope":"global","availableCountries":[],"notAvailableCountries":[]}` | `{"primaryMarkets":[],"availabilityScope":"global","availableCountries":[],"notAvailableCountries":[]}` |
| platform.support | `{"web":true}` | `{"web":true}` |
| pricing | `{"type":"quote","plans":[{"free":false,"name":"Startup","features":["Client 360 Dashboard","Integration Library","Playbooks","Health Scoring","Automations","Customer Goal / KBO Tracking","Customer Portal"],"description":"Essential features for early-stage and small organizations","contactSales":true,"includedLimits":{"assigned_csm":"1","max_customers":"10"}},{"free":false,"name":"SMB / Mid-Market","features":["Client 360 Dashboard","Integration Library","Playbooks","Health Scoring","Automations","Customer Goal / KBO Tracking","Assigned CSM","Custom Dashboards / Reports","Customer Portal"],"description":"Expanded features for growing organizations","contactSales":true,"includedLimits":{"assigned_csm":"3","max_customers":"50"}},{"free":false,"name":"Enterprise","features":["Client 360 Dashboard","Integration Library","Playbooks","Health Scoring","Automations","Customer Goal / KBO Tracking","Assigned CSM","Custom Dashboards / Reports","Customer Portal","Onboarding"],"description":"Comprehensive platform with all features and enterprise-level support","contactSales":true,"includedLimits":{"max_full_licenses":"unlimited"}}],"addOns":[{"name":"Custom Dashboards / Reports"},{"name":"Meeting Intelligence"},{"name":"Automation & AI"},{"name":"Customer Onboarding Portals"}],"freeTier":false,"sourceUrl":"https://www.clientsuccess.com/pricing","retrievedAt":"2026-08-19T23:09:54.993Z","billingPeriods":["month","year"]}` | `{"type":"quote","plans":[{"free":false,"name":"Tech-Touch","features":["All Vitally Core Features","Unlimited Automations","Unlimited Observer Seats","Single Sign-on","Full Integration Library","Unlimited Docs"],"description":"Designed for scaling with one-to-many and product-led growth customer success models","contactSales":true},{"free":false,"name":"Hybrid-Touch","features":["All Vitally Core Features","Unlimited Automations","Unlimited Observer Seats","Single Sign-on","Full Integration Library","Unlimited Docs"],"description":"Designed for scaling with any model of customer success","contactSales":true,"includedLimits":{"seats":"Unlimited"}},{"free":false,"name":"High-Touch","features":["All Vitally Core Features","Unlimited Automations","Unlimited Observer Seats","Single Sign-on","Full Integration Library","Unlimited Docs"],"description":"Designed for scaling with one-to-one customer success models","contactSales":true}],"sourceUrl":"https://www.vitally.io/pricing","retrievedAt":"2026-09-04T21:39:25.004Z"}` |
| pricing.free_tier | no | no |
| pricing.model | quote | quote |
| pricing.price_level | unknown | unknown |
| pricing.transparent | no | no |
| reliability.status_page | - | yes |
| security.certifications | `[{"name":"SOC 2 Type II","level":"Type II","status":"active"}]` | - |
| security.gdpr | yes | yes |
| security.soc2 | yes | yes |
| security.trust_center | https://www.clientsuccess.com/security-compliance | - |

## Capabilities (Customer Success)

| Capability | ClientSuccess | Vitally |
|---|:--:|:--:|
| **Capabilities** |  |  |
| Multi dimensional customer health scoring | ✓ | ✓ |
| Automated workflow playbook orchestration | ✓ | ✓ |
| Qbr business review slide auto generation | - | - |
| Nps csat survey native collection | - | ✓ |
| Product telemetry event ingestion | - | ✓ |
| Revenue mrr expansion churn forecasting | - | - |
| Salesforce hubspot CRM sync | ✓ | ✓ |
| Zendesk intercom helpdesk sync | ✓ | ✓ |
| Segment amplitude telemetry sync | - | - |
| SOC2 type ii | ✓ | - |
| ISO 27001 | - | - |
| Pricing model | - | - |

*Source: vioscaleAI. Generated 2026-10-16T19:04:32.042Z. "-" = undocumented, not absent.*