Vitally Reviews & Product Details

Vitally’s interface is exceptionally user-friendly—everything from the navigation menu to the dashboard widgets feels logical and easy to pick up. I was able to build and filter views in minutes, and the customizable widgets surface exactly the customer metrics I need without jumping through hoops. Onboarding was painless thanks to clear labels, straightforward logic, and responsive in-app guidance. Review collected by and hosted on G2.com.

The core UX is solid, but the platform could be even more powerful with expanded syncing capabilities. Right now, integrations beyond the basics feel limited—bi-directional sync with Zendesk (and other tools like Slack, Salesforce, etc.) would save countless manual updates. I’d love to see more built-in connectors or a more flexible API layer to keep data flowing seamlessly across our stack. Review collected by and hosted on G2.com.

Health score indicator for an account, customization, ability to import data from other analytics tools, creating our own data views, sending messages to customers through vitally, automations for creating tasks related to customers, analytics charts. Review collected by and hosted on G2.com.

It's my first time using such a tool (this is also my first job), so I found it a bit hard to understand, adopt, and customise it to my liking and usage. But, their onboarding team was helpful as they organized a session to onboard us. Sometimes, the website glitches and clicking on the page does not work. I have to close and reopen the tab. I also could not find the option to create recurring tasks. Review collected by and hosted on G2.com.

What is most helpful is the easy syncing of meeting notes from my Google calendar. There are so many features that I appreciate and all of the templates are extremely useful in helping me finish my reports/notes. I use this website every day for work and it is absolutely wonderful. Review collected by and hosted on G2.com.

What is least helpful is that the contacts are not synced properly despite them being on our Google Calendar, I am not able to notify my guests what I have written notes on during my meeting. I wish this was fixed as it is a huge downside of the website. Review collected by and hosted on G2.com.

It's malleable, I can change how I see data. I love that it is customizable. Review collected by and hosted on G2.com.

I would love to know if there is a way to create a table/spreadsheet where I can enter a running tracker of exercises my customers are conducting. I would prefer this so I don't have to open each customer to see who is running what exercise and when. Would love a quick way to reference data cross-sectionally between all my customers. Review collected by and hosted on G2.com.

The ease of implementation was incredible. We were up and running within a few short weeks. I also appreciate the ease of integration with the data we wanted to import into Vitally. We've been able to improve our efficiency and reduce the number of spreadsheets we were previously using.

The ability to weight health scores based on customer type has improved our health score accuracy. Review collected by and hosted on G2.com.

So far, I have not run into anything I dislike about Vitally. Review collected by and hosted on G2.com.

We came from a competitive product that had a lot of promises, but the reality did not match up. The other platform had features that weren't fully implemented, data loss incidents that cost us time and money, and a support team that wasn't empowered to help.

Vitally has been a breath of fresh air. Once we had it set up, it all just worked. The reporting is excellent, and available to our whole team. The NPS tracking has given us good insight into customer health, and is improving our retention. It's a flexible platform and we've been able to make it work the way we like. Review collected by and hosted on G2.com.

There are some specific use cases (e.g. customer pulses) that could be tracked and shared in a nicer format. The data and functionality is there, it's just not as polished as it could be. Review collected by and hosted on G2.com.

If your integrations are set up correctly, it is the perfect tool to bring together all relevant infomation for your CS team. We integrate our product, amplitude, and Hubspot - which means I can evaluate any relevant cilent data in once place.

I also like that you can use it as acommuncation tool between teams/ indivduals where things are less likely to get buried like it would in something like Slack. Review collected by and hosted on G2.com.

The UI can be overwhelming at first. Once you learn how to turn on and off various filters or views/ create your own dashboards, things get much easier to navigate. The integrations can be challenging and complicated to set up, so having clean data is super important. Review collected by and hosted on G2.com.

- Easy Integrations with our CRM

- The various features, such as Healthscore, alerts, and doc are helping us in having a more proactive approach with our customers

- The interface is visually appealing

- This tool supports collaborative work between our 2 teams

- The support team is amazing! They respond quickly to any inquiries, and we also have a dedicated customer success manager that supports us a lot Review collected by and hosted on G2.com.

- Not easy to access line item information, as we would need to create a new object; however, we decided that deal management should remain within our CRM.

- Create association between companies, allowing for parent and child relationships, but not for subsidiaries. Review collected by and hosted on G2.com.

The best thing about Vitally is that it is super customizable. This means that you can create workflows that are specific to your customer journey and the specific use cases that your team needs. Our team has also benefited immensely from the ability to surface specific data to CSMs and given us opportunities to automate outreach that comes from the CSM. In addition, the customer support we've received has been amazing. I feel like Vitally is a trusted partner is advancing the processes in our CS org. Review collected by and hosted on G2.com.

I do think that learning Vitally takes a bit of time and investment, since it is so customizable. You really need to have people on your team who are invested in "figuring out" the best ways to make Vitally work for your company and team. In addition, it's hard for somebody who is outside of your processes and org to log in and instantly understand the value that the org is getting, since each Vitally view is so customizable to the person using it. It's not necessarily "intuitive", especially if somebody new just logs in without the proper set up (or understanding that they need to do a set up). Review collected by and hosted on G2.com.

Me gusta que podemos configurar e integrar plataformas sin necesidad de desarrolladores. Las pantallas son simples y facil de gestionar. Dan muchos ejemplos de como deberias hacer las cosas lo que sirve para configurar journeys, alertas indicadores de salud y demas. Review collected by and hosted on G2.com.

es caro para latinoamerica y si bien lo vale, cuesta lo mismo que conrtratar una persona al año lo que hace dificil justificar este gasto en equipos chicos <10 personas Review collected by and hosted on G2.com.