Vitally is a Customer Success Platform (CSP) specifically designed for maximizing productivity, visibility, and collaboration. It unifies customer data from tools like CRMs, product analytics, billing, and support with day-to-day CS work management.

Vitally provides health scores, automation, collaborative Docs and Projects, dashboards, and an AI Copilot so CS teams can proactively reduce churn, increase expansion, and prove their impact on revenue. Vitally Playbooks help teams execute the right action at the right time - automatically, from onboarding to renewals to risk response. The platform is best for B2B SaaS companies that want a modern, productivity-first customer success platform with strong automation and collaboration.
AI-powered customer success platform built for CSMs and customer success leaders
G2 Rating
Funding
Smart customer success platform for companies
Founded
Starting Price
SmartKarrot is a cloud solution for Customer Success & Account Management founded in 2018 and based in Frisco, Texas. It allows teams to manage Customer Growth spanning onboarding, adoption, operations, engagement, retention, CX, and revenue growth with focus on intelligence and automation.
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