Vitally
Vitally: A broad customer success workspace for health, workflows, renewals, and collaboration. Ranked #4 of 24 in Customer Success Software by our editors (9.0/10); pricing: Pricing on request; best for teams wanting strong workflows and integrations.
At a glance
- Editor score9.0 / 10
- PricingPricing on request
- Best forTeams wanting strong workflows and integrations
- Free planNo
- Health scoringYes
- Founded2017
- Facts checked21 Sep 2026
Where it wins
- Health scoring supports weighted categories and segment-specific conditions
- Automated Playbooks handle triggers, rules, schedules, and actions
- Connects CRM, product, support, communication, and revenue systems
Where it doesn't
- No free plan is available
- Pricing requires contacting sales
- Its broad scope may exceed the needs of narrowly focused teams
Our verdict on Vitally
Vitally is a customer success platform for B2B Customer Success teams. It brings customer data, health scoring, workflows, projects, tasks, reporting, surveys, collaboration documents, meetings, and AI-assisted summaries into one workspace. The three plans—Tech-Touch, Hybrid-Touch, and High-Touch—are aligned with one-to-many and product-led, any-model, and one-to-one Customer Success programs. Teams can manage onboarding, renewals, account activity, customer goals, and follow-up work across web and API access.
The platform’s standout capability is its workflow depth. Health scores can use weighted categories and segment-specific conditions, while Automated Playbooks can respond to customer traits, product usage, health changes, and other signals through triggers, rules, schedules, and actions. Onboarding and renewal projects add tasks and milestones, and customer-facing Docs can include shared information, embedded tasks, projects, goals, and widgets. AI features generate customer summaries, answers, and follow-up actions, extending the workspace beyond record keeping.
Vitally also fits teams that need a connected operating layer across their customer systems. Integrations include Salesforce, HubSpot, Stripe, Chargebee, Recurly, Segment, Mixpanel, Amplitude, Zendesk, Intercom, Jira, Gmail, Outlook, Gong, and Slack. Dashboards cover KPIs, health, and customer-success performance, while surveys support NPS and custom use cases. Teams seeking health scoring, onboarding workflows, renewal tracking, playbooks, and customer-facing collaboration in one product should consider Vitally. Smaller teams seeking a narrowly focused tool or a free plan may prefer a simpler alternative.
Your product? Our editors can test Vitally in depth and publish a review, labelled as paid · from $149/mo →
Vitally pricing
All 3 Vitally plans and prices →
Vitally fact sheet
| Free plan | No |
|---|---|
| Paid from | Not verified |
| Health scoring | Yes |
| Onboarding workflows | Yes |
| Renewal tracking | Yes |
| Success playbooks | Yes |
| Customer portal | Yes |
| Free account limit | Not verified |
| Deployment | Cloud |
| Platforms | Web |
| Compliance & security | SOC 2, GDPR, SSO/SAML, 2FA |
| Support | Email, Live chat, Docs · 24/7 |
| Built for | Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 30+ integrations: Salesforce, HubSpot, Intercom, Zendesk, Gmail, Outlook … See all → |
| Pricing | Pricing on request (source) |
| Website | vitally.io |
| Facts checked | 21 Sep 2026 |
Vitally integrations
Vitally lists 30+ integrations on its own site — the 20 named here are the ones its pages call out.
- Salesforce
- HubSpot
- Intercom
- Zendesk
- Gmail
- Outlook
- Slack
- Segment
- Mixpanel
- Amplitude
- Stripe
- Chargebee
- Recurly
- Jira
- Gong
- Pendo
- Zapier
- Amazon Redshift
- Amazon S3
- BigQuery
See all Vitally integrations →
Alternatives to Vitally
- Gainsight Customer SuccessA broad customer-success platform for enterprise teams managing health, journeys, renewals, and outcomes.9.4
- ChurnZeroA mature, end-to-end customer success system for teams managing complex customer lifecycles.9.2
- PlanhatA broad, data-rich workspace for configurable customer success operations.9.1
See all Vitally alternatives →
Vitally vs the competition
- Vitally vs Gainsight Customer Success
- Vitally vs ClientSuccess
- Vitally vs Certinia Customer Success Cloud
- Vitally vs Mango CS
- Vitally vs Velaris
Compare Vitally with any tool side by side →
Also Ranked In
Vitally is ranked in 6 of our directories.
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The editor score above is our own research. What this page doesn't have yet is a reader's view — what you used Vitally for, what worked and what didn't. No stars are seeded and no review is paid for; an editor reads every one before it appears.
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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