# ClientSuccess vs Vitally

| Attribute | ClientSuccess | Vitally |
|---|---|---|
| **Vioscale score** | 25.3 (30% (low)) | 29.7 (47% (low)) |
| 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. | Vitally is a platform that consolidates customer data and team workflows for customer success organizations, enabling team collaboration and providing automation capabilities. |
| integrations.count | 28 | 8 |
| 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":"Zapier"},{"name":"Salesforce"},{"name":"Zendesk"},{"name":"Gong"},{"name":"Jira"},{"name":"Google Calendar"},{"name":"Slack"},{"name":"Productboard"}]` |
| market.availability | `{"hqCountry":"US","primaryMarkets":[],"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":"subscription","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","summary":"Unlimited Full Seats","features":["All Vitally Core Features","Unlimited Automations","Unlimited Observer Seats","Single Sign-on","Full Integration Library","Unlimited Docs","Unlimited Full Seats"],"description":"Designed for scaling with any customer success model","contactSales":false},{"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":false}],"currency":"USD","freeTier":false,"sourceUrl":"https://www.vitally.io/pricing","retrievedAt":"2026-08-18T21:38:09.046Z"}` |
| pricing.free_tier | no | no |
| pricing.model | quote | commercial |
| pricing.price_level | unknown | unknown |
| pricing.transparent | no | no |
| reliability.status_page | - | yes |
| security.gdpr | yes | yes |
| security.soc2 | yes | yes |

## 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: Vioscale. Generated 2026-09-01T16:48:24.088Z. "-" = undocumented, not absent.*
