Vitally
Customer Success Productivity for B2B SaaS
Built by - Vitally.io
Installs - 500+ installs
Rating - 4.5(2)
Requirements
HubSpot Plan Works with all HubSpot plans Learn more HubSpot Account permissions - View the required account permissions
Vitally Subscription - All Features, All Plans plan
Overview
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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
Features
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.
App Functionality
Shared Data
Accounts | ||
Accounts | ||
Custom Object | ||
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Tasks | ||
Tasks | ||
Users | ||
Users |
Reviews
- Dec 11, 2024
Success, C.
- Apr 30, 2024
Caron, N.
Education - 26 to 50 employees
Pricing
All Features, All Plans
Customer-Centric Pricing Built for Scale
All Features, All Plans
Customer-Centric Pricing Built for Scale
* The pricing here is for display purposes only. All prices do not include taxes, incentives, discounts, or other pricing variables. You should contact the partner for the most up to date and correct pricing information. HubSpot does not take any responsibility for this pricing information, which is provided by our partners. Pricing last updated: 11/27/2025
More info
Built by - Vitally.io
Installs - 500+ installs
Categories Languages this app is available in English
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