--- title: "Vitally Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Vitally Software - reviews, pricing plans, popular comparisons to other Customer Success products and more." source_url: "https://www.capterra.com/p/179837/Vitally/" page_type: "product" language: "en" --- # Vitally Software Review 2026: Features, Integrations, Pros & Cons Last updated on July 21, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Vitally ## What is Vitally ? Vitally allows customer-centric teams at B2B SaaS companies provide the best possible customer experience. We provide your team with 360 customer profiles, insanely flexible health scoring & reporting, and best-in-class automation - wrapped in a beautiful UI every team member will love using. With access to enriched customer data, proactive alerting of at-risk & upsell accounts, and automated engagement with in-need customers, Vitally helps 10x the impact of every team member & eliminate churn. ## What is Vitally used for? [Customer Success](https://www.capterra.com/customer-success-software/)[Customer Experience](https://www.capterra.com/customer-experience-software/) Top alternative Featured Overall rating Based on 9 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $299 Other, Per Month Free trial available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Vitally ?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://vitally.io&name=Vitally ) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Vitally 3.7 (9) VS. [4.7 (1,787)](https://www.capterra.com/p/102188/LiveAgent/reviews/) Starting Price $299 Other, Per Month Starting Price $15 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.0 (9) Ease Of Use 4.6 (10,469) Value For Money 4.0 (6) Value For Money 4.6 (6,508) Customer Service 4.1 (7) Customer Service 4.7 (5,817) ## Vitally alternatives [4.4 (4,088)](https://www.capterra.com/p/164283/Zendesk/reviews/) Starting price $115.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 89% of reviewers rated it above 4 stars Highest Rated [4.7 (2,915)](https://www.capterra.com/p/158456/JotForm-4-0/reviews/) Starting price $39.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars [4.7 (264)](https://www.capterra.com/p/150695/Lucky-Orange/reviews/) Starting price $39.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 95% of reviewers rated it above 4 stars [4.5 (2,214)](https://www.capterra.com/p/169505/Zoho-Desk/reviews/) Starting price $20.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/179837/Vitally/alternatives/) ## FAQs about Vitally Overview ### What company size and specific industries is Vitally built for? Vitally is designed for B2B SaaS companies, making it a fit for organizations in the business-to-business software sector. The target audience is not defined by company size, but by firms that sell software or SaaS products to other businesses. Features and Usability ### What are the key features of Vitally ? Vitally offers customer management and customer segmentation, plus account alerts, health score monitoring, and churn management for tracking account status. It also includes activity dashboards, real-time analytics, configurable workflows, task management, surveys and feedback, renewal management, and third-party integrations for customer success operations. Talk to an expert ### More questions? Ask our experts Integrations ### Which third-party tools and platforms does Vitally integrate with? Vitally integrates with 10 third-party tools and platforms, including communication and support tools such as Gmail, Microsoft Outlook, Slack, Intercom, and Zendesk Suite, plus CRM and data tools like HubSpot CRM, HubSpot Marketing Hub, Salesforce Foundation, Segment, Mixpanel, Stripe, Recurly, and Zapier. Getting Started and Support ### What training and onboarding options does Vitally offer? Vitally provides live online sessions, documentation, and videos to help teams get started. Live online sessions support guided setup and training with an instructor, documentation offers written reference material for self-paced review, and videos provide visual walkthroughs of key features and workflows. Getting Started and Support ### What customer support options does Vitally offer? Vitally provides email/help desk, FAQ/forum, knowledge base, and chat support. These channels give users written help for setup, troubleshooting, and common questions. No reviewer feedback is available here, so support experiences such as response speed or helpfulness cannot be assessed from user comments. ## Features AI summary Based on 667 Customer Success reviews Capterra reviewers point to these as the top priorities when selecting Customer Success software: - **Customer Management** (**57%** of reviewers rated this feature as critical) - **Health Score** (**47%**) - **Reporting/Analytics** (**46%**) Vitally supports all three of the features reviewers rank highest: **Customer Management**, **Health Score**, and **Reporting/Analytics**. Together, these capabilities help businesses track customer relationships, monitor account health, and measure performance trends, allowing teams to make informed decisions and improve retention efforts. Customer Management 3.5 (4) 75.00% of 4 reviewers that rated this feature as important or highly important Store and organize information about customers and previous interactions Health Score 4.0 (5) 60.00% of 5 reviewers that rated this feature as important or highly important Calculate a company, client account or person's health via a scoring system Reporting/Analytics 3.0 (2) 50.00% of 2 reviewers that rated this feature as important or highly important View and track pertinent metrics to find patterns and gain insights from data Activity Tracking 4.0 (4) 50.00% of 4 reviewers that rated this feature as important or highly important Track and document all activities across devices, networks, and other systems Task Management 2.5 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Create, manage and track all task activities and progression Customer Segmentation 5.0 (3) 0.00% of 3 reviewers that rated this feature as important or highly important Process of dividing customers into groups based on common characteristics Vitally 55 features ### All Features - Account Alerts: Informs of any account changes and notifications - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Chat/Messaging: Communicate using direct chat or messages within the system - Churn Management: Identify customers at risk of migration and activate strategies to retain them - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat - Configurable Workflow: Configure existing workflows to meet your organization's needs - Contact Management: Manage, organize, and store contact information - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Customer Engagement: Initiate interactions with customers by proactively starting conversations or providing informational content - Customer Experience Management: Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement. - Customer History: Access previous interactions or concerns to maintain customer relationships - Customer Management: Store and organize information about customers and previous interactions - Customer Segmentation: Process of dividing customers into groups based on common characteristics - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Data Visualization: Graphical representation of data - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Email Management: Manage, store and organize emails within the system or via third-party apps - Engagement Tracking: Tracks metrics that provide insight into how a user interacts with any interface or product - Event Triggered Actions: Predefined actions automatically performed on the occurance of specific events - Feedback Management: Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service - Health Score: Calculate a company, client account or person's health via a scoring system - Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user - Multi-Channel Communication: Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. - Multi-Channel Data Collection: Collect information from multiple sources - Negative Feedback Management: Identify, track, and respond to negative feedback - NPS of Customers: Calculate NPS of customers - Onboarding: Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Real-Time Analytics: Analyze and gain insights into data in real-time - Real-Time Data: Receive data and information in real time - Real-Time Notifications: Notifications that are delivered to users as soon as an event occurs - Real-Time Reporting: Active reporting of data and metrics - Renewal Management: Manage and track the renewal process for various services, subscriptions, contracts, or licenses - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Revenue Management: Monitor sales and make necessary adjustment in order to increase demand and revenue - Survey/Poll Management: Create and administer polls and surveys - Surveys & Feedback: Gauge satisfaction and receive information for improvement and success - Tagging: Attach digital tags to documents and assets for identification, search, or monitoring purposes - Task Management: Create, manage and track all task activities and progression - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Trend Analysis: Review data from past periods to reveal recurring tendencies and predict future performance - Usage Tracking/Analytics: Track and interpret metrics on the usage of company resources - Visual Analytics: Interact with data visualization elements, such as charts and graphs, to drill down into data - Widgets: An extended application or connector that enables users to perform additional services with their current set of tools - Win/Loss Analysis: Analyze lost and won opportunities - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 3.9 (9) 3.9 Based on 9 reviews ## Pricing Value for money 4.0 (6) Free Trial Basic $299.00 Other,Per Month Value for money 4.0 (6) 4.0 Based on 6 reviews ## Integrations [ Slack](https://www.capterra.com/p/135003/Slack/)[ Gmail](https://www.capterra.com/p/202338/Gmail/)[ HubSpot Marketing Hub](https://www.capterra.com/p/171840/HubSpot-Marketing/)[ HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[ Zendesk Suite](https://www.capterra.com/p/164283/Zendesk/)[ Stripe](https://www.capterra.com/p/123889/Stripe/)[ Zapier](https://www.capterra.com/p/130182/Zapier/)[ Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.1 (7) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.1 (7) 4.1 Based on 7 reviews ## User reviews Overall rating 3.7 Based on 9 reviews Filter by rating 5(2) 4(4) 3(2) 2(0) 1(1) Mentioned topic Sorted by most recent RL Robert L. Account Manager Information Technology and Services ### "Great for CS (if set-up properly) and not so great for account management" 3.0 Overall Rating 3.0 3.0 Ease of Use 4.0 4.0 Features 3.0 3.0 Customer Service 0.0 0.0 Likelihood to Recommend 5/10 March 6, 2024 Pros It's easy to use. Good for tracking the health of accounts Cons There isn't great stakeholder mapping/hierarchy functionality. It kills me that you can only have one client 'account owner'. Particularly with large enterprise accounts, you typically have multiple owners. As an Account Manager, I feel like it's lacking a lot of functionality I need in my role. Our main issue is that it's not set up properly - doesn't integrate well with Hubspot or our backend tech (some of these issues are on our side). Would like to see better templating for account plans etc. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. JS John S. VP Alternative Dispute Resolution ### "Bad CS software" 1.0 Overall Rating 1.0 1.0 Ease of Use 1.0 1.0 Features 1.0 1.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 January 23, 2024 There was no experience to describe the experience Pros Nothing, no value added, it was absolute money wasted with no results Cons Everything was fine until the sales, but after that, the onboarding process was terrible. There was no value for money, and the company seemed more interested in taking money from customers rather than providing good service. In addition, the customer success leaders seemed unaware of which customers were using their software. There was no accountability. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. BN Bolortuya N. Business Operations Manager Computer Software ### "Vitally review" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 January 5, 2024 Pros Vitally is great solution for us as we deal with multiple contacts per customer, this allows us to track and resolve problems per contact and customer. We can easily delegate tasks to the assigned CSM and track the progress. Also, we have clear visibility to our customers ARR, Key dates, OHS. We also, do like how we can filter views per revenues, customers with missing data, etc. The ability to integrate with our other key platforms is essential. Cons Vitally is a big platform and it'll take a bit to learn all of the bells and whistles to ensure we are maximizing our value. The cost is bit high for the number of users and viewers we get, other than that this is a good tool for CSM's. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. GV Gabriella V. Technical Account Manager Information Technology and Services ### "Easy to get started" 3.0 Overall Rating 3.0 3.0 Ease of Use 5.0 5.0 Features 3.0 3.0 Customer Service 5.0 5.0 Likelihood to Recommend 6/10 November 17, 2022 Pros \- Health scoring can be setup in a day- Easy to keep customer tasks, notes, insights organized Cons \- Conversations, and Hubspot integration needs improvement Alternatives considered [Gainsight CS](https://www.capterra.com/p/148980/Gainsight/) [Catalyst Insight](https://www.capterra.com/p/59649/Catalyst-Insight/) Reasons for choosing Vitally \- Price was OK- Trial proved it was easy to get started Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. CB Colby B. Solutions Engineer Telecommunications ### "Vitally Review" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 October 25, 2022 Pros I loved the amount of info that was available for each customer from the integrations we used with stripe and segment. It allowed me to find out important data about our customers without referencing other software Cons Not as many features available between CS and sales as I'd like Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. BN Ben N. Customer Success Manager Computer Software ### "A larger scale " 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 3.0 3.0 Likelihood to Recommend 7/10 October 17, 2022 Pros This software is focused on using product analytics to inform the Customer Success process. The platform is designed for B2B SaaS which is a plus. Cons The software needs a dedicated CS team otherwise you would be better off using a product analytics platform. If you aren't doing manual outreach, this platform is probably not for you. Alternatives considered [Gainsight CS](https://www.capterra.com/p/148980/Gainsight/) [Intercom](https://www.capterra.com/p/134347/Intercom/) Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Samuel B. Head of Sales & CS Computer Software ### "Great Product and it keeps getting better" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 10, 2022 Our CSM has changed multiple times in the last year due to their growth but the service has always been great. Pros Vitally was very simple to implement and get going. In the end, it comes down to the quality of the data that you integrate with it. Cons Account tracking rules are a bit limiting but this hasn't stopped us from performing or tracking customers in anyway. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. JC Jo C. Analytics Entertainment ### "Vitally for key account management" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 5/10 April 24, 2022 Pros Integrates with intercom and hubspot really well Cons Does not have much analytics feature to utilize it Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Daniela R. Customer Success Manager Information Technology and Services ### "Perfect CSM Tool for small to medium companies" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 26, 2021 Pros Easy to set up, finally all my data in one place. Their support was very helpful if any questions came up, but you can do everything yourself within the tool as well. Cons Actually nothing really, but I'd like to note that the value of Vitally is only as good as the setup and data you put into that. So make sure you clean the data of the other tools before you start with integrating it. Alternatives considered [ChurnZero](https://www.capterra.com/p/157980/ChurnZero/) [Gainsight CS](https://www.capterra.com/p/148980/Gainsight/) Reasons for choosing Vitally It was a matter of price, as a startup Vitally comes in much cheaper so for a start with CS-tools, I would totally go for Vitally. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/179837/Vitally/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.