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Vitally

Vitally is an all-in-one customer success platform that helps teams deliver clarity, automation, and AI-driven insights needed to move faster, stay aligned, and drive customer outcomes at scale using real-time data.

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What is Vitally?

Vitally's all-in-one Customer Success Platform aggregates customer data across multiple tools into 360-degree profiles, including product usage, subscription details, conversations, NPS scores, and more. From onboarding to renewals to risk response, Vitally Playbooks help teams execute the right action at the right time automatically. Vitally helps B2B SaaS teams like Segment, Zapier, and Productboard deeply understand their customers and empower every customer success manager to 10x their effectiveness through powerful assistive automation. The platform is trusted by over 500 leading B2B customer success teams. For 2025, Vitally was ranked a leader in Momentum for Customer Success Platforms on G2, with consistently high satisfaction ratings (4.5 average score) and continuous product updates. Vitally closed a 30 million Series B round led by Next47 to redefine Customer Success Productivity.

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Vitally

Your Copilot For AI-Powered Customer Success

  • G2 Rating


    4.5/5
  • Funding


    $30 million Series B
  • Used By Count


    500+
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