Vitally

Customer success software for relationship management

New York City, New York, United States

About Vitally

Vitally provides customer success software that helps businesses improve their relationships with customers. The platform includes tools for tracking customer lifecycles, automating workflows, and analyzing data. Key features are automated playbooks for streamlining tasks and dashboards for a comprehensive view of customer information. Vitally integrates with various data sources, making it easier for businesses to access all relevant information in one place. This enables informed decision-making to enhance customer satisfaction and retention. The company operates on a subscription model, offering different pricing tiers to accommodate businesses of all sizes, ensuring a steady revenue stream while continuously enhancing its services. Vitally primarily serves tech companies and customer success professionals.

New York City, New YorkHeadquarters
2017Year Founded
$38.2MTotal Funding
SERIES_BCompany Stage
Data & Analytics, Enterprise SoftwareIndustries
51-200Employees

Benefits

100% of health/dental/vision insurance
401k with a company match
Commuter benefits
Unlimited PTO
Flexible work hours and work-from-home policy
WFH stipend
Education stipend

Risks

Burnout among CSMs may lead to higher turnover and service delivery issues.
Economic challenges in B2B SaaS could reduce budgets for customer success platforms.
Intensifying competition requires Vitally to continuously innovate and differentiate its offerings.

Differentiation

Vitally integrates all customer data for a 360-degree view of key metrics.
The platform offers automated playbooks to streamline repetitive tasks for customer success teams.
Vitally's comprehensive data integration capabilities align with industry trends for business tool integration.

Upsides

$30 million Series B funding boosts product innovation and global expansion efforts.
Increased focus on mental health can lead to new features addressing CSM challenges.
Growing importance of CSMs in revenue retention aligns with Vitally's automation and analytics focus.

Funding

Total raised$38.23 M
Latest valuation$150.00 M
StageSERIES_B