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Vitally is a Customer Success platform that combines customer data with project management and work platforms to maximize productivity, visibility, and collaboration. With Vitally, customer success teams can centralize all capabilities expected from productivity tools with customer data, keep projects on track, put knowledge on-demand, and automate work. The platform also provides real-time visibility with actionable insights to drive the book of business. Vitally is trusted by leading B2B Customer Success teams and is designed to help organizations operate with unparalleled efficiency while delivering best-in-class customer experiences.

Vitally Features

  • Customer Success Platform: Combines customer data with project management and work capabilities
  • Boost Team Productivity: Centralizes productivity tools and customer data, including Hubs, Project Management, Notes, Knowledge Base, and Automation
  • Real-Time Visibility: Provides real-time data, alerts, and reporting on customer interactions with Integrations, Health Scores, and Dashboards
  • Customer Collaboration: Enhances customer experiences through shared workspaces using Docs and Omnichannel Conversations
  • Resources: Offers a blog, tools, calculators, events, and blueprint library to support customer success growth
  • Trusted by B2B Customer Success Teams: Used and recommended by leading customer success professionals
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