Other integrations
Account health scores & metrics
Phase 3: Engage
Build out how you will actively work with your customers

πŸ’¬ Conversations

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

πŸ“‹ Projects

Mange your customers strategic initiatives through projects
Learn how to create Projects​

βœ… Tasks

Create a task management system for helping guide day-to-day priorities for your team.
Learn how to create Tasks​

πŸ““ Notes

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