No. 21 of 26 ·Customer Health Score Software

Vitally

Web · API

Freedom report

One barScore 5.0

Free tierNo free tier on record
Open codeNo open-source code on record
Runs widely1 of 6 device platforms
DocumentedPlans, terms and facts published

Vitally is ranked #21 of 26 in customer health score software on Freedom251. It runs on API, Web. There is no free plan. A free trial is offered.

Vitally plans and pricing

All plans

Hybrid-Touch Not published Designed for any Customer Success model · request pricing vitally.io · 3 Oct 2026

Tech-Touch Not published Designed for one-to-many and PLG Customer Success · request pricing vitally.io · 3 Oct 2026

High-Touch Not published Designed for one-to-one Customer Success · request pricing vitally.io · 3 Oct 2026

Compared on customer health score software

Free plan: No

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The record

Product: Vitally describes itself as an AI-powered Customer Success workspace that combines customer data, teams, and customers in one platform.
AI features: Vitally AI can summarize customer data, transcripts, notes, and tickets, generate follow-up tasks or replies, and answer questions about customers and meetings.
Automation: Playbooks can automate tasks such as CSM assignment and task creation.
Customer collaboration: Customers can collaborate on shared Docs and success plans, complete tasks, and share insights.
Visibility: The platform offers dynamic customer health scores and dashboards for KPIs, team performance, and Customer Success impact.
Integrations: Vitally says it offers 30+ integrations, including Salesforce, HubSpot, Intercom, Slack, Stripe, and Snowflake.
API and MCP: Vitally offers an Analytics API for sending users, customers, and tracked events, and an MCP server for querying data and taking action through an LLM.
Security: Vitally states that data at rest is encrypted with AES-256, data in transit uses TLS, and it undergoes annual third-party penetration testing.
Compliance: Vitally says it has been audited for SOC 2 Type 2 and provides resources and tools to help customers maintain GDPR compliance.
Hosting: Vitally says it hosts services and data on AWS in US regions us-east-1 and us-east-2 and EU region eu-north-1.
Plan inclusions: All plans include core features, unlimited automations, unlimited observer seats, single sign-on, the full integration library, and unlimited Docs.
Trial: The pricing page says prospective customers can try the product in a dedicated trial sandbox with their customer data and team; it does not state the trial duration.
Who it serves: Vitally positions its plans for Customer Success teams using one-to-many and PLG, hybrid, or one-to-one engagement models.
Founded: 2017

Where it ranks on Freedom251

Best Customer Health Score Software in 2026#21 of 26
Best Customer Success Software in 2026#19 of 24
Best Customer Success Analytics Software in 2026#19 of 21

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Sources

vitally.io· checked 3 Oct 2026
vitally.io/integrations· checked 3 Oct 2026
vitally.io/security· checked 3 Oct 2026
vitally.io/pricing· checked 3 Oct 2026