Vitally

AI suggests next best actions for improving customer outcomes.

Route high-risk customers to appropriate teams based on predefined rules.

Create workflow automations that trigger actions based on customer health and engagement signals.

Automate customer communications and outreach campaigns based on triggers.

Track relationships and touchpoints across multiple stakeholders and decision makers at each customer.

Unified timeline displaying all customer interactions, events, and activities in one place.

Internal commenting, mentions, and collaboration tools for customer success teams.

Curate and distribute educational content and resources directly to customers.

White-labeled customer-facing portal for self-service and transparency.

Create unlimited custom fields to track customer-specific attributes and metadata.

Export customer data and reports in CSV, Excel, or PDF formats.

Bulk import historical customer and usage data to backfill the platform.

Embed Net Promoter Score surveys and track sentiment data alongside product usage.

Track billing metrics, MRR, ARR, and payment history for revenue impact analysis.

RESTful API for custom integrations and data synchronization.

Bi-directional syncing with external data sources to keep customer data fresh.

Send and receive webhook events for real-time data syncing with external systems.

Monitor customer technology stacks and track competitor product adoption.

Native iOS and Android applications for on-the-go customer success management.

Real-time alerts notify teams of critical health changes or customer risks.

Organize and manage complex customer account structures with parent and subsidiary relationships.

Perform bulk updates and actions on multiple customer records simultaneously.

Built-in task creation and assignment for customer-related activities and follow-ups.

AI identifies upsell and cross-sell opportunities based on customer behavior and usage patterns.

Machine learning models identify customers at risk of churning before it happens.

Powerful filtering capabilities to find and organize customers based on any criteria.

Complete audit trail tracking all user actions and data changes.

Granular permission controls to manage user access and data visibility.

Single Sign-On support via SAML and OpenID for enterprise security.

Create dynamic customer segments based on health, usage, demographics, or custom criteria.

Pre-built playbook and scorecard templates for quick setup.

Embeddable widgets that display customer health scores and metrics directly in your workspace.