Automatically track and measure the success of your CS strategies with Goals. Standardize goal-setting across your team with Goal Templates, and automate the goal-setting process using Playbooks. Demonstrate ROI to your business with Goals Widgets in Dashboards, and power your automations with Goal-Triggered Playbooks.

Learn more about the Goals Beta and what’s coming!

Create and organize sub-pages within a Doc or Doc Template to consolidate information and easily share it with your team or customers. Automatically create Multi-Page Doc Templates using Playbooks to better organize information at scale.

Sync users and product analytics events into Vitally with the Amplitude integration to get a fuller picture of your customers and how they use your product.

We now have documented REST APIs that support creating, updating, and deleting Projects.

Create Board Views grouped by date to better organize your data across time.

Create group Conversations with multiple people sending from your Outlook integration.

Configure Playbook actions to update Traits on a Custom Object. For example, if an Opportunity needs to have a field automatically updated when its stage changes, Playbooks now support that.

You can now format a number CustomField to render as an abbreviated number (100,000 to 100K) and/or as a specific currency (100,000 can now be displayed as $100K).