Vitally

Customer success platform with docs, projects and unlimited automations

Overview

Vitally is a customer success platform founded by chief executive Jamie Davidson and chief technology officer Patrick Vatterott. The company is remote-first with staff in the US and London and an office in New York.[13] Customer stories on its site include Mixpanel, Navattic, PartnerStack, Tines, User Interviews and Zapier.[13] It says it is used by more than 500 B2B customer success teams.[12]

Vitally sells three plans defined by operating model rather than by feature tier: Tech-Touch for one-to-many and product-led customer success, Hybrid-Touch for mixed models and High-Touch for one-to-one account management, the last with unlimited full seats.[12] Every plan includes all core features, unlimited automations, unlimited observer seats, single sign-on, the full integration library and unlimited docs, a collaborative document feature that Vitally uses for account plans and meeting notes.[12] After a demo, prospects can test the product in a trial sandbox loaded with their own customer data.[12]

The company publishes implementation statistics of its own: an average go-live of 1.9 months and an estimated return on investment within 8.63 months, both compared with industry averages it does not source.[12] Those figures are vendor-reported. Prices are not shown; each plan uses a request-pricing form.[12]

Vitally features

  • Tech-Touch, Hybrid-Touch and High-Touch plans
  • Unlimited automations on all plans
  • Unlimited observer seats
  • Single sign-on included
  • Collaborative docs and projects
  • Trial sandbox with own customer data

Vitally pricing

Three plans (Tech-Touch, Hybrid-Touch, High-Touch), all quote-based. All include core features, unlimited automations and observer seats, SSO, all integrations and unlimited docs; High-Touch adds unlimited full seats. Trial sandbox offered after a demo.

Vitally strengths and limitations

Strengths

  • No feature gating between plans
  • SSO included rather than sold as an upgrade
  • Unlimited observer seats
  • Sandbox trial on the buyer's own data

Limitations

  • No published prices
  • Trial only after a sales demo
  • Implementation figures are self-reported
  • Smaller vendor than the suite providers

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