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