Customer SuccessSaaS Business
Vitally Review
by Vitally · New York, NY, USA · Founded 2017
G2 Score
4.6
Reviews
500
Starting Price
N/A
Free Tier
No
Learning Curve
Moderate
Quick Answer
Vitally is a customer success tool rated 4.6/5 on G2 from 500 reviews. It's best for customer_success and account_management teams using customer_led_growth or product_led_growth. Pricing starts at N/A.
Pros & Cons
Pros
Purpose-built for B2B SaaS customer success with deep product analytics integration — combines health scoring, task management, and customer data in one platform
Highly configurable health scores using multiple weighted signals including product usage, NPS, support tickets, and custom traits — avoids one-size-fits-all scoring
Automated playbooks and workflows enable CSMs to scale without missing critical touchpoints during onboarding, renewal, and expansion phases
Modern, clean UI that is significantly easier to adopt than legacy CS platforms like Gainsight or Totango — CSMs report faster time-to-value
Strong native integrations with the modern SaaS stack (Segment, Stripe, Mixpanel, Amplitude, Salesforce, HubSpot) enable true 360-degree customer views without heavy engineering lift
Project management capabilities (Kanban boards, tasks, docs) embedded directly in the CS workflow reduce context-switching between tools
Cons
No publicly listed pricing — requires sales engagement for all tiers, making it difficult to evaluate cost before committing time to demos
No native mobile app — CSMs on the go or in meetings cannot quickly access customer health data or update tasks from their phone
Reporting and dashboards, while capable, can require significant initial setup and configuration to match complex CS org structures
Smaller integration ecosystem compared to Gainsight — some niche CRMs and support tools may require Zapier or custom API work
Best suited for B2B SaaS with product usage data — less valuable for services-heavy businesses or those without product analytics instrumentation
Advanced automation and enterprise features (SAML SSO, advanced permissioning) are gated behind higher-priced tiers
Pricing
Standard
$
per user / month
Premium
$
per user / month
Enterprise
Custom
* Vitally offers three tiers: Startup, Growth, and Enterprise — all require contacting sales for pricing. Pricing is based on number of CSM seats and number of tracked accounts/customers. Not publicly listed; typical contracts start around $6,000-$12,000/year for small teams.
View current pricing on Vitally Last verified: 2026-03-30
Key Features
Roadmapping
Sprint Planning
Backlog Management
Kanban Boards
Gantt Charts
Okr Tracking
User Feedback Management
Customer Portal
Idea Management
Analytics Dashboard
Custom Workflows
Custom Fields
Automations
Time Tracking
Resource Management
Portfolio Management
Api Access
Webhooks
Mobile App
Offline Mode
Ai Features
Templates Library
Guest Access
Sso Saml
Soc2 Compliant
Gdpr Compliant
Hipaa Compliant
On Premise Option
Customer Health Scores
Success Playbooks
Customer 360 View
Nps Csat Tracking
Product Usage Analytics
Renewal Management
Expansion Revenue Tracking
Task Management
Docs And Notes
Integrations
Vitally supports 30+ integrations. View marketplace ↗
slackteamsgithubsalesforcezendeskintercomzapierhubspot
Who Is Vitally Best For?
Team sizes
startupscaleupenterprise
Roles
customer successaccount managementrevenue operationsproduct
Methodologies
customer led growthproduct led growthland and expand
Industries
saasb2b softwarefintechmartechenterprise software
Frequently Asked Questions
Disclaimer: This review is based on publicly available data from G2, official documentation, and third-party sources. Pricing verified on 2026-03-30. Some links may be affiliate links — see our disclosure. Last updated: 2026-03-30.