# Vitally, Inc.
*Also known as Vitally*

- Website: https://www.vitally.io
- Location: Brooklyn, New York, United States
- Agent profile: https://directory.haycion.ai/agents/vitally-io

> Vitally provides a customer success platform that helps CS teams drive retention and growth.

Vitally, Inc. is a provider of a customer success platform that enables customer success teams to drive retention and expansion through analytics, automation, workflow templates, dashboards, and collaboration tools. The company serves primarily B2B software organizations, helping teams manage accounts, track health, measure outcomes, and optimize customer engagement across the customer lifecycle. Vitally combines data-driven insights with automation to streamline coaching, communications, and execution for customer-facing teams. The platform supports cross-functional collaboration, enabling teams to share knowledge, track milestones, and implement scalable processes. Vitally emphasizes security and privacy in its operations, offering enterprise-grade controls and a governance framework to protect customer data. Through its various resources, training, and documentation, Vitally aims to equip CS teams with practical templates, playbooks, and dashboards that accelerate onboarding, adoption, and ongoing success.

**Mission:** To empower customer success teams with data-driven insights, automation, and collaborative workflows to drive retention and growth.

## Products & Services

### [Vitally Customer Success Platform](https://www.vitally.io/pricing)
*Platform*
Empower teams to drive customer success through integrated analytics, automation, and collaboration tools.

- **Automation** — Streamline Processes
- **Health Scores** — Monitor Customer Health
- **Playbooks** — Automate Workflows
- **Reporting** — Visualize Performance
- **Vitally AI** — Leverage AI Insights
- **Blueprints** — Accelerate Onboarding
- **Collaboration** — Enhance Teamwork
- **Integrations** — Seamless Data Transfer
- **NPS** — Gauge Customer Loyalty
- **Project Management** — Track Initiatives
- **Visibility** — Gain Insights
- **Customer Surveys** — Collect Feedback
- **Note Taking** — Document Interactions

## Market Segments

- **Customer success platform** (market size $3.0B, CAGR 22%): Platforms that centralize account management, health scoring, playbooks, lifecycle workflows, collaboration, and outcome tracking to drive retention and expansion for B2B SaaS companies.
- **Customer success analytics and reporting** (market size $500M, CAGR 21.7%): Capabilities that generate dynamic health scores, dashboards, NPS and survey analytics, outcome measurement, and AI‑assisted insights to prioritize risk and growth opportunities across a book of business.
- **Customer success operations** (market size $3.0B, CAGR 22%): Operational capabilities to design onboarding, implement health scoring, create expansion playbooks, and administer CS platforms to improve adoption, retention, and expansion.
- **Customer data integration and synchronization** (market size $4.4B, CAGR 14%): Bidirectional integrations and SDKs that unify event, CRM and financial data across systems (HubSpot, Intercom, Stripe, Segment, Slack) to enrich scoring and enable timely actions.