Customer Success Software
Vitally: features, pricing and who it fits
Vitally is a customer success platform for B2B SaaS teams that rely on product usage data, with customizable playbooks. Every tier has the same features and is chosen by how a team runs customer success. Unlimited observer seats and SSO come with every plan.
Who Vitally is for
Best for
- B2B SaaS mid-market CS teams that live on product usage data
- Teams that want unlimited observer seats
Look elsewhere if
- Buyers who need posted prices
- Non-SaaS businesses
Vitally features
- Health scoring
- Weighted, thresholded health scores; no-code rules; real-time updates; can trigger tasks
- Onboarding and renewal management
- Projects track onboarding, implementations and success plans per customer
- Reporting and analytics
- Real-time dashboards filterable by segment, lifecycle stage and plan; embed in QBR docs
- Pricing model
- Quote-based tiers by CS motion
- Target company size
- Mid-market, B2B SaaS
Integrations, security and hosting
- Security and compliance
- SOC 2 Type 2, GDPR
- Data residency
- US (AWS us-east-1, us-east-2) and EU (AWS eu-north-1)
Worth knowing before you buy
- SSO included in all plans per pricing page
- Data hosted on AWS in US (us-east-1, us-east-2) and EU (eu-north-1)
- All tiers have the same features; the tier is chosen by how you run CS
- Unlimited observer seats on every plan
Vitally alternatives
Vendor dossier
Fit by company size
| Category | 1-10 people | 11-50 people | 51-500 people | 500+ people |
|---|---|---|---|---|
| Customer Success Software | No data | No data | Strong fit | No data |
Strong fitWorkablePoor fitNo data from the vendor
How buying Vitally works
- How you buy
- Through sales
- Demo or quote needed for
- All tiers (Request Pricing)
Security and data protection
- SOC 2
- Type 2
- Data hosting regions
- US (AWS us-east-1, us-east-2), EU (AWS eu-north-1)
- Single sign-on (SAML)
- all plans (pricing page); security page confirms SSO
From Vitally's trust center, security and legal pages. Anything not listed is not published.
About the company
- Founded
- 2017
- Headquarters
- New York, US
- Ownership
- venture-backed (Series B $30M, 2023)
- Employees
- 62 (2023)
- 2023
- Series B $30M led by Next47
Support and integrations
- Notable integrations
- Redshift, Jira, Salesforce
What vendors in this category ask before quoting
Answer these once in a SaaSBid request and Vitally and its alternatives quote against the same facts.
- How many customers and CSMs do you have, and how many people only need to view data?Customer counts, full users and viewer seats drive tiers at many vendors.
- Which systems hold your account data: CRM, product analytics, billing and support?Each source needs a connector, and some integrations are manual.
- What does your customer success motion look like: high touch, tech touch or both?Some vendors price or package by how you run customer success.
- Do you need data hosted in a specific region, or SSO and audit logs?These controls may depend on the plan.
- When should the platform go live, and who will configure it?Setup times vary from weeks to months, and paid onboarding may be needed.
- Do you need portals, communities or in-app messages alongside the core platform?Such modules are often sold separately and change the quote.