Vitally
Vitally is an AI-powered Customer Success workspace that brings customer data, teams, and customers into one platform.
What Vitally is
Vitally is an AI-powered Customer Success workspace that brings customer data, teams, and customers into one platform. Its AI can summarize customer records, transcripts, notes, and tickets, create follow-up tasks or replies, and answer questions about customers and meetings. Playbooks automate work such as assigning Customer Success Managers and creating tasks. Customers can collaborate through shared Docs and success plans, complete tasks, and share insights. Dynamic health scores and dashboards show KPIs, team performance, and Customer Success impact. Vitally lists more than 30 integrations, including Salesforce, HubSpot, Intercom, Slack, Stripe, and Snowflake. Its Analytics API accepts users, customers, and tracked events, while an MCP server supports querying and actions through an LLM. Plans include core features, unlimited automations and observer seats, single sign-on, the full integration library, and unlimited Docs. Pricing is on request, with a dedicated trial sandbox available.
Good
- AI summarizes customer data and conversations
- Automated playbooks handle recurring tasks
- Dynamic health scores and KPI dashboards
- 30+ listed integrations
- Dedicated trial sandbox available
Watch out
- No free plan
- Pricing is available only on request
- Hosting is limited to listed AWS regions
Who it suits
Vitally is aimed at Customer Success teams using one-to-many, PLG, hybrid, or one-to-one engagement models. It suits teams needing health scoring, playbooks, renewal tracking, and customer collaboration.
Verdict
Vitally combines AI assistance, customer collaboration, health scoring, and workflow automation in a single Customer Success workspace. Its fit depends on your engagement model and willingness to request pricing.
Plans and prices
From Vitally's own pricing page, checked 3 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| High-Touch | Priced on request | Designed for one-to-one Customer Success · request pricing |
| Hybrid-Touch | Priced on request | Designed for any Customer Success model · request pricing |
| Tech-Touch | Priced on request | Designed for one-to-many and PLG Customer Success · request pricing |
The facts
Each one read from Vitally's own pages, with the date it was checked.
What it does
- AI features
- Vitally AI can summarize customer data, transcripts, notes, and tickets, generate follow-up tasks or replies, and answer questions about customers and meetings.checked 3 Oct 2026
- API and MCP
- Vitally offers an Analytics API for sending users, customers, and tracked events, and an MCP server for querying data and taking action through an LLM.checked 3 Oct 2026
- Automation
- Playbooks can automate tasks such as CSM assignment and task creation.checked 3 Oct 2026
- Compliance
- Vitally says it has been audited for SOC 2 Type 2 and provides resources and tools to help customers maintain GDPR compliance.checked 3 Oct 2026
- Customer collaboration
- Customers can collaborate on shared Docs and success plans, complete tasks, and share insights.checked 3 Oct 2026
- Hosting
- Vitally says it hosts services and data on AWS in US regions us-east-1 and us-east-2 and EU region eu-north-1.checked 3 Oct 2026
- Integrations
- Vitally says it offers 30+ integrations, including Salesforce, HubSpot, Intercom, Slack, Stripe, and Snowflake.checked 3 Oct 2026
- Product
- Vitally describes itself as an AI-powered Customer Success workspace that combines customer data, teams, and customers in one platform.checked 3 Oct 2026
- Security
- Vitally states that data at rest is encrypted with AES-256, data in transit uses TLS, and it undergoes annual third-party penetration testing.checked 3 Oct 2026
- Visibility
- The platform offers dynamic customer health scores and dashboards for KPIs, team performance, and Customer Success impact.checked 3 Oct 2026
- Who it serves
- Vitally positions its plans for Customer Success teams using one-to-many and PLG, hybrid, or one-to-one engagement models.checked 3 Oct 2026
The company
- Founded
- 2017checked 23 Sep 2026
Money
- Plan inclusions
- All plans include core features, unlimited automations, unlimited observer seats, single sign-on, the full integration library, and unlimited Docs.checked 3 Oct 2026
- Trial
- The pricing page says prospective customers can try the product in a dedicated trial sandbox with their customer data and team; it does not state the trial duration.checked 3 Oct 2026
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