
Vitally
Customer Success Productivity for B2B SaaS
Creazione di - Vitally.io
Installazioni - PIù di 600 installazioni
Valutazione 4,5
(2)
Rising
Requisiti
Piano HubSpot Autorizzazioni dell'account HubSpot - Visualizza le autorizzazioni dell'account richieste
Tipo di accesso Shared Abbonamento Vitally - Piano All Features, All Plans
Panoramica
1/3
Overview
Vitally is a Customer Success Platform for B2B SaaS companies that wraps your unified customer data with powerful analytics, alerts, and automated workflows to help you build successful customers.
Key Features:
- Aggregates customer data across multiple tools into 360° profiles, including product usage, subscription details, conversations, NPS scores, and more.
- Provides analytics around your customers’ product usage, recurring subscriptions (e.g. MRR, churn, trial conversions), and NPS scores.
- Create health scores and automate workflows that help detect churn risks, engage accounts, and build customer segments.
- Captures customer feedback via in-app NPS surveys.
Vitally + HubSpot
Vitally's HubSpot integration helps ensure your Customer Success and Sales teams have shared access to your customers' data. With this integration, you can:
- Analyze your HubSpot data alongside all your other customer data from your favorite tools like Segment, Mixpanel, Intercom & more in Vitally
- Import and edit HubSpot data in Vitally, and select which HubSpot fields you want to add to your existing Vitally account & user profiles
- Push our unique Customer Success insights back to HubSpot such as Health Scores, Segments, Subscription details like renewal date and MRR, NPS data, Active indicators, Success Metric values, and more.
- Sync notes and tasks between HubSpot & Vitally
Funzionalità

Measure customer and team success with dynamic reporting
Track the KPIs that drive your business at every stage of the customer lifecycle with fully-customizable dashboards and out-of-the-box reporting. Visualize customer data, health, and your team's work. Then, combine these insights in one dashboard and easily measure the impact your team is having on customer health.

Put workflows on autopilot
Multiply your team's output using automated workflows, including dynamically assign ownership of any customer from a pool of CSMs, automating customer emails and touchpoints, and triggering task assignments.
Funzionalità dell'app
Dati condivisi
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Recensioni
- 11 dic 2024
Success, C.
- 30 apr 2024
Caron, N.
Education - 26 - 50 dipendenti
All Features, All Plans
Customer-Centric Pricing Built for Scale
All Features, All Plans
Customer-Centric Pricing Built for Scale
* I prezzi riportati sono a scopo informativo. I prezzi non includono tasse, incentivi, sconti o altre variabili. Contatta il partner per ricevere il tariffario aggiornato. HubSpot declina qualsiasi responsabilità circa le informazioni di prezzo fornite dai propri partner. Ultimo aggiornamento tariffario: 09/08/2025
Maggiori informazioni
Creazione di - Vitally.io
Installazioni - PIù di 600 installazioni
Categorie Lingue in cui è disponibile questa app Inglese
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