Vitally
Vitally is an AI-powered Customer Success Platform that unifies customer data, productivity tooling, and collaboration for B2B CS teams managing large customer bases, serving 600+ customers including Zapier, Gorgias, and Culture Amp.
- Company typePrivate
- Founded2017
- HeadquartersBrooklyn, United States
- Headcount101–250
- GTM typeB2B
- OfferingSoftware
What Vitally does
Vitally is a B2B Customer Success Platform (CSP) founded in 2017 and headquartered in Brooklyn, New York, designed to unify customer data visibility, productivity tooling, and collaboration for customer success teams managing large customer bases. The platform operates as a modular workspace with five core modules (Productivity, Vitally AI, Collaboration, Visibility, and Blueprints) built on top of a deep integration layer that syncs customer data from CRMs (Salesforce, HubSpot), communications (Slack, Gmail, Outlook, Gong), product analytics (Mixpanel, Segment, Pendo), meetings (Zoom, Google Meet), and ticketing systems (Jira, Intercom). Vitally AI provides an AI copilot purpose-built for customer success workflows, including instant account summaries, agentic task creation, knowledge retrieval via Smarter Answers, meeting transcription, and dynamic health scoring, with a Claude CS Skills library offering pre-built prompts for QBR preparation, churn risk assessment, and outreach. The product is offered via subscription SaaS with quote-based pricing, annual billing cadence, and volume limits; revenue also comes from paid add-ons such as the Vitally Email Service.
The company's go-to-market combines a product-led growth motion for mid-market customers (self-serve product tours, interactive demo center) with an enterprise field sales motion for larger accounts (dedicated demos, quote-based pricing). Vitally sells horizontally across B2B segments including SaaS, analytics, HR, expense management, hospitality, and technical training, with named customers such as Zapier, Gorgias, Navattic, Pleo, Triptease, Productboard, Mixpanel, Culture Amp, Apollo, CompanyCam, Instruqt, and Procurify. The platform holds a 4.5 G2 rating across 600+ reviews and was named #1 in Momentum for Customer Success Platforms for Summer 2025, alongside Grid Leader recognition across Customer Success, Client Onboarding, Customer Revenue Optimization, and Project Portfolio Management categories. Vitally is venture-backed (approximately $39.2M raised to date) by Andreessen Horowitz, Next47, HubSpot Ventures, NewView Capital, 2048 Ventures, Founder Collective, Techstars, Zelkova Ventures, and Right Side Capital Management, and is incorporated in Delaware with co-founders Jamie Davidson (CEO) and Patrick Vatterott (CTO).
Vitally firmographics
Firmographics- Name
- Vitally
- Legal name
- Vitally, Inc.
- Website
- https://vitally.io
- Company type
- Private
- Founded year
- 2017
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- Vitally is an AI-powered Customer Success Platform that unifies customer data, productivity tooling, and collaboration for B2B CS teams managing large customer bases, serving 600+ customers including Zapier, Gorgias, and Culture Amp.
- Ownership category
- akta.pro rank
Vitally industry classification
Industry- Product category
- Customer Success Software
- NAICS
- Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (51821)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- Customer Success (Adoption, Retention & Expansion) (EDABABAG)
- akta.pro secondary industries
- Customer Success Operations & Health Scoring (Renewals/QBRs) (EDABABAM), B2B SaaS & Enterprise Personalization (CRM, Sales, Support) (HDAAAGAJ)
Keywords
Where Vitally is headquartered
LocationHeadquarters
- HQ city
- Brooklyn
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Vitally business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Marketing or Sales, Operations, Infrastructure
Revenue model
- Subscription SaaS: Vitally operates on a subscription-based SaaS model with recurring subscription fees. The platform is available through paid subscriptions with automatic recurring payments. Pricing includes Volume Limits based on subscription tier with limits on Authorized Users.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Enterprise subscription with volume-based pricing |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels8 records
Vitally product offering
Product offeringCore offering
Vitally is an AI-powered Customer Success (CS) Platform that unifies customer data, health scoring, productivity, collaboration, and automation in a single workspace. It enables B2B SaaS customer success teams to centralize account information, monitor customer health, automate playbooks and tasks, and proactively drive retention, expansion, and product adoption across the post-sale lifecycle.
Product overview
Vitally is an AI-powered Customer Success Platform designed for B2B customer success teams. The platform operates as a unified workspace combining a core Customer Success Platform with modular capabilities including Productivity (workflows, automation, project management), Vitally AI (purpose-built AI copilot), Collaboration (customer-facing docs, surveys, meetings), Visibility (health scores, dashboards, reporting), Blueprints (pre-built process and workflow templates), and Integrations (data sync with enterprise applications). The platform is rated 4.5 on G2 with 600+ reviews and recognized as a Momentum Leader in Customer Success for 2025.
Differentiator
Problem solved
Functional benefit
Products and services
- Vitally Customer Success Platform An AI-powered customer success platform for B2B SaaS companies that unifies customer data, health scoring, playbooks, collaboration, and productivity in a single workspace for customer success teams managing retention and expansion.
- Vitally Email Service
Quantifiable outcome
- 87% increase in admin efficiency by switching to Vitally (Apollo customer)
- +4 more outcomes
Companies that use Vitally
Customer profileNamed customers12 records
Segments4 records
Ideal customer profiles2 records
Vitally technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration17 records
AI capability9 records
Feature12 records
Vitally partnerships and signals
Strategic signalScale indicators9 records
Recent moves6 records
Expansion highlights6 records
Vitally competitors and assessment
Company assessmentEmerging players
- Kustomer: Kustomer is an AI-native CRM for customer service with conversation timeline, automation, and self-service capabilities. It overlaps with Vitally's collaboration and AI features for B2B support and CS teams.
Direct peers
- Gainsight: Gainsight is the leading enterprise customer success platform, serving the same CSM, CS leader, and CS operations personas as Vitally with a broader portfolio including NPS, renewals, and product experience.
- ChurnZero: ChurnZero is a real-time customer success platform targeting SaaS and subscription businesses with health scoring, in-app communication, and playbooks — a direct competitor to Vitally across mid-market and enterprise CS teams.
- Totango: Totango is a customer success software vendor offering health scores, segmentation, and journey orchestration for CS teams, competing directly with Vitally in the horizontal CS platform category.
- Planhat: Planhat is a modern customer success platform with strong data modeling, customer health, and project management features — a direct competitor targeting similar mid-market and enterprise CS personas as Vitally.
- Catalyst (by Catalyst Software): Catalyst is a customer success platform providing health scoring, workflows, and playbooks for B2B SaaS CS teams, directly comparable to Vitally's core platform offering.
- ClientSuccess: ClientSuccess is a customer success management platform serving SaaS companies with health scoring, renewals, and customer engagement features — a comparable direct peer to Vitally in the SMB-to-mid-market segment.
Broad incumbents
- HubSpot Service Hub: HubSpot's Service Hub bundles customer service, knowledge management, and CS-adjacent functionality into its CRM platform. It overlaps with Vitally's collaboration, surveys, and reporting capabilities as part of a broader suite.
- Salesforce Customer 360 / Service Cloud: Salesforce offers CS and service capabilities within its Customer 360 ecosystem (including Loyalty Management, Service Cloud, and Survey tools), competing as a broad incumbent with deep CRM integration versus Vitally's standalone platform.
- Zendesk: Zendesk provides customer service and engagement software with AI-powered features (Zendesk AI) that increasingly overlap with CS workflow automation. It competes with Vitally in customer support and CS-adjacent workflows at enterprise scale.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Vitally social profiles
Digital presenceVitally compliance and trust
Trust signalCompliance3 records
Vitally financial estimates
Financial estimateRevenue estimate
Valuation estimate
Vitally leadership team
Management profileNumber of profiles
Profiles4 records
Vitally funding detail
Funding detailFunding overview
Funding rounds5 records
Investors9 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Vitally M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Vitally
What does Vitally do?
Vitally is an AI-powered Customer Success (CS) Platform that unifies customer data, health scoring, productivity, collaboration, and automation in a single workspace. It enables B2B SaaS customer success teams to centralize account information, monitor customer health, automate playbooks and tasks, and proactively drive retention, expansion, and product adoption across the post-sale lifecycle.
Is Vitally a public or private company?
Vitally is a private company. It is classified as venture growth investor backed and is currently operating.
When was Vitally founded?
Vitally was founded in 2017. It employs 101 to 250 people.
Where is Vitally based?
Vitally is headquartered in Brooklyn, United States, in the North America region.
How does Vitally make money?
One revenue line is on record: subscription SaaS.
Who are Vitally's main competitors?
Kustomer is listed as an emerging player. Direct peers are Gainsight, ChurnZero, Totango, Planhat, Catalyst (by Catalyst Software) and ClientSuccess. Broad incumbents are HubSpot Service Hub, Salesforce Customer 360 / Service Cloud and Zendesk.
Does Vitally have an API?
No public API is recorded for Vitally.
What industry is Vitally in?
Vitally's product category is Customer Success Software. Its primary akta.pro industry code is EDABABAG, Customer Success (Adoption, Retention & Expansion), with a secondary code of EDABABAM, Customer Success Operations & Health Scoring (Renewals/QBRs). Its NAICS code is 51821 and its SIC code is 7372.