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Automate Your Process
Tailor Vitally to your organization's processes and workflows!
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.
Enable NPS in-app survey tool in your product.
Browse our other powerful integrations with Slack and Zapier.