Engage with Customers

Build out how you will actively work with your customers

💬 Conversations

View and start conversations with your accounts directly within Vitally.
Learn how to create and send Conversations​

✅ Projects & Tasks

Create a task management system to help guide the day-to-day priorities of your team & manage your customers' strategic initiatives through projects.
Learn how to create Projects & Tasks​

📓 Notes

Document important notes, calls, and updates for your customers.
Learn how to create Notes​

📄 Docs

A dedicated workspace to gather and share information
Learn more about Docs​