With your data integrations syncing to Vitally, Lifecycle Tracking rules configured, and your teammates invited and assigned to accounts, it's now time to customize Vitally to streamline your processes and workflows!

Control how the health of your accounts are calculated and tracked with multiple health categories and customizable weights, equations, and conditions.

Automatically create and track alerts for accounts through indicators. You can create an alert when an account may be primed for an upsell or when an account may need to be saved.

Build powerful automation to track, manage, and engage with our customers.

Goals are a way to track the progress of your individual accounts or your whole book of business against target metrics for a period of time using the available data in Vitally. The success or failure of the Goal will be measured for the timeframe you've set up. For example, create a Goal to increase your NPS for a particular account to 10 by the end of the month, or if you'd like its health score to be above 7, or both!

Custom surveys can be used for customer satisfaction, renewal sentiment, ease of implementation, capturing product requests, or even one-off use cases.

Enable NPS in-app survey tool in your product.

Browse our other powerful integrations with Slack and Zapier.