Vitally
An AI-powered workspace for customer success teams to manage customer data and operations
- Also known as
- vitally
Available worldwide
What is Vitally?
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.
Vitally pricing
Plans, per-tier features and add-ons, dated and linked to live pricing. Pricing changes often; always verify at source before you rely on it.
Tech-Touch
Contact salesDesigned for scaling with one-to-many and product-led growth customer success models
- All Vitally Core Features
- Unlimited Automations
- Unlimited Observer Seats
- Single Sign-on
- Full Integration Library
- Unlimited Docs
Hybrid-Touch
Contact salesDesigned for scaling with any model of customer success
- seats
- Unlimited
- All Vitally Core Features
- Unlimited Automations
- Unlimited Observer Seats
- Single Sign-on
- Full Integration Library
- Unlimited Docs
High-Touch
Contact salesDesigned for scaling with one-to-one customer success models
- All Vitally Core Features
- Unlimited Automations
- Unlimited Observer Seats
- Single Sign-on
- Full Integration Library
- Unlimited Docs
What Vitally does
The capabilities that matter for customer success, normalised so it lines up with every alternative. “-” means we haven't confirmed it, not that it's missing.
- 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
- -
Platform & deployment
Independently observed- Web
- Cloud / SaaS
Integrations (10)
Independently observed- Microsoft Teams←•
- Zapier
- Salesforce
- Zendesk
- Gong
- Jira
- Google Calendar
- Slack
- Productboard
- Thena⇄•
Vitally FAQ
Common questions about Vitally, answered from independent, dated evidence.
What is Vitally?
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
How much does Vitally cost?
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
What platforms does Vitally support?
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
Can Vitally be self-hosted?
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
What does Vitally integrate with?
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
What security certifications does Vitally have?
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
Vitally alternatives
Other customer success we track, ranked by the same independent score.
- CatalystAI-powered customer intelligence platform for post-sales teamslow · 7%
- PlanhatAI automation for customer-facing teams to drive revenue growth and retentionmedium · 58%
- ChurnZeroAI-powered customer success platform that automates tasks to reduce churn and accelerate growthlow · 19%
- EverAfterAn AI-powered customer portal that automatically personalizes experiences based on your business data.low · 39%
- ClientSuccessAI-powered automation platform for customer success managementlow · 39%
- TotangoA customer success platform with security and privacy built into its foundationlow · 39%
Compare Vitally
Side by side against other customer success, attribute by attribute, with a source on every value.
The vioscaleAI score: one lens on the evidence
Not user reviews and not a paid placement: a confidence-weighted blend of the independent signals below (adoption, activity, security posture, and more), which you can sort and re-weight yourself. Vendors can correct their listing but can never move their rank, and stars are weighted low as a vanity metric. It is one way to read the evidence for Vitally, not the verdict.
| Signal | Score | Weight | Contribution | Evidence |
|---|---|---|---|---|
| Capabilities | 81 | 0.05 | 4.0 | ✓ |
| Reliability | 50 | 0.07 | 3.7 | ✓ |
| Security posture | 45 | 0.07 | 3.3 | ✓ |
| Integrations | 22 | 0.04 | 0.9 | ✓ |
| Price level | 0 | 0.05 | 0.0 | - |
| Pricing transparency | 0 | 0.08 | 0.0 | ✓ |
Computed . Re-weight it by intent, or see the full method.
All data & sourcesshow ↓
Every value we hold, with its source, retrieval date, and confidence. This is the evidence behind the score: don't trust it, verify it.
Content
| Attribute | Value | Evidence |
|---|---|---|
| Faq | 6 items | mediumsource · 2026-09-10 · 62% |
Features
| Attribute | Value | Evidence |
|---|---|---|
| Capabilities | Salesforce hubspot crm sync, Zendesk intercom helpdesk sync, Nps csat survey native collection, Product telemetry event ingestion, Automated workflow playbook orchestration, Multi dimensional customer health scoring | mediumsource · 2026-09-04 · 60% |
Integrations
| Attribute | Value | Evidence |
|---|---|---|
| Count | 5 | mediumsource · 2026-09-04 · 60% |
Market
| Attribute | Value | Evidence |
|---|---|---|
| Availability | PrimaryMarkets: … · AvailabilityScope: global · AvailableCountries: … · NotAvailableCountries: … | highsource · 2026-08-18 · 75% |
Pricing
Reliability
| Attribute | Value | Evidence |
|---|---|---|
| Status page | Yes | mediumsource · 2026-08-18 · 60% |
Security
Is Vitally the right choice for you?
Tell us the job, the constraints and what you weigh most, and we will rank Vitally against the rest of the customer success we index, using the same dated evidence weighted your way.
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Is this your product?
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