# Vitally Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Vitally the right Customer Success solution for you? Explore 9 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/179837/Vitally/reviews --- Vitally 3.7 (9) [View alternatives](https://www.capterra.com/p/179837/Vitally/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of Vitally Ease of use 4.0 Customer Service 4.1 ## Showing most helpful reviews Showing 1-9 of 9 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Daniela R. Customer Success Manager Information Technology and Services Used the software for: 6-12 months ### "Perfect CSM Tool for small to medium companies" May 26, 2021 5.0 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/) Reason 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 Samuel B. Head of Sales & CS Computer Software Used the software for: 1-2 years ### "Great Product and it keeps getting better" September 10, 2022 4.0 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 JS John S. VP Alternative Dispute Resolution Used the software for: 6-12 months ### "Bad CS software" January 23, 2024 1.0 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 BN Bolortuya N. Business Operations Manager Computer Software Used the software for: Less than 6 months ### "Vitally review" January 5, 2024 4.0 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 BN Ben N. Customer Success Manager Computer Software Used the software for: 6-12 months ### "A larger scale " October 17, 2022 4.0 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 GV Gabriella V. Technical Account Manager Information Technology and Services Used the software for: Less than 6 months ### "Easy to get started" November 17, 2022 3.0 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/) Reason for choosing Vitally \- Price was OK- Trial proved it was easy to get started Review Source RL Robert L. Account Manager Information Technology and Services Used the software for: 2+ years ### "Great for CS (if set-up properly) and not so great for account management" March 6, 2024 3.0 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 CB Colby B. Solutions Engineer Telecommunications Used the software for: 6-12 months ### "Vitally Review" October 25, 2022 5.0 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 JC Jo C. Analytics Entertainment Used the software for: 6-12 months ### "Vitally for key account management" April 24, 2022 4.0 Pros Integrates with intercom and hubspot really well Cons Does not have much analytics feature to utilize it Review Source Similar Products Featured ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.