Vitally

Vitally is a customer success platform for B2B SaaS teams that unifies product usage, CRM, support, and billing data into a single view of customer health, then powers workflows to retain and grow accounts. Customer success managers get health scores, segments, dashboards, and automated playbooks so they can spot risk, drive adoption, and manage renewals proactively.

The platform is known for a modern, fast interface and Notion-style project docs for account planning, alongside a real-time data model that syncs from a warehouse and other sources. It combines analytics, automation, and collaboration - success plans, tasks, and notes - so CS teams can operate from data rather than guesswork, and scale their coverage across a growing book of business.

Vitally uses custom pricing with no free plan but a 14-day full-access trial, starting around 300 dollars per month for the Growth plan and scaling by customer count and CSM seats. Real deals commonly run 300 to 3,000 dollars per month, with mid-market teams managing 500 to 1,500 customers typically paying 800 to 2,500 dollars, and pricing tiering up at customer thresholds. It competes with Gainsight, ChurnZero, Custify, Planhat, and Totango.