Vitally

Vitally is a customer success platform for B2B software companies. It brings together product usage, CRM, support and billing data to give one view of each account, and computes health scores that show which customers are at risk or ready to expand. Playbooks automate recurring work such as onboarding steps, renewal reminders and alerts when usage drops. Teams manage tasks, notes, meeting records and shared documents in the same workspace, with templates for common workflows, and AI features summarise accounts and conversations. It is used by customer success managers, account managers and their team leads.