Vitally is an AI-powered customer success platform with health scores, playbooks, and reporting. See features, pricing tiers, and alternatives.
Vitally is a customer success platform that centralizes customer data, health scoring, workflows, and reporting for B2B SaaS companies. It was founded in 2017 in Brooklyn, New York, starting through the Techstars NYC accelerator before raising venture funding from investors including Andreessen Horowitz, HubSpot Ventures, and Next47.
The platform is designed to work across different customer success models, from tech-touch, largely automated programs serving many small accounts to high-touch, one-to-one management of a smaller number of large enterprise accounts.
Vitally provides dynamic customer health scores based on lifecycle stage or segment, automated playbooks for tasks like CSM assignment, agile project plans for guiding customers through onboarding and milestones, and collaborative docs and surveys for gathering feedback.
Its Vitally AI layer adds instant account and meeting summaries, agentic actions that can execute follow-up tasks automatically, and reporting dashboards that track KPIs and team performance across the customer base.
Vitally does not publish list pricing; it offers three named plans, Tech-Touch, Hybrid-Touch, and High-Touch, each requiring a custom quote based primarily on the number of end-customer accounts tracked rather than the number of internal seats.
Reported real-world contract sizes vary widely, commonly ranging from a few hundred to a few thousand dollars per month depending on account volume and contract length, with all plans including unlimited automations, unlimited observer seats, and single sign-on.
Vitally is used by customer success teams to track account health, automate workflows, and manage retention and expansion for B2B SaaS customers.
Vitally does not publish list prices; it uses custom quote-based pricing across three tiers, Tech-Touch, Hybrid-Touch, and High-Touch, based mainly on the number of customer accounts tracked.
Vitally was founded in 2017 and is based in Brooklyn, New York; it started through the Techstars NYC accelerator.
Yes, Vitally AI provides instant summaries, meeting transcription and analysis, and agentic follow-up actions.
Vitally has raised roughly 40 million dollars, including a 9 million dollar Series A in 2021 and a 30 million dollar Series B in 2023.
Vitally competes with customer success platforms such as Gainsight, ChurnZero, Catalyst, and Totango.
Yes, dynamic health scores based on lifecycle stage or customer segment are a core part of the platform.
Yes, its High-Touch plan is built for one-to-one account management with unlimited full seats and enterprise features like SSO.