V

Vitally

Customer success automation and analytics platform

Overview

Vitally provides customer success software for tech companies, helping teams manage and improve customer relationships. Its platform tracks the customer lifecycle, automates tasks with playbooks, and presents analytics dashboards, while integrating with other data sources to give a single view of customer information. This integrated, data-driven approach with automation distinguishes it by helping CS leaders, managers, and CROs monitor health, streamline workflows, and act on insights. The goal is to help customers achieve their desired outcomes and stay loyal through better automation, visibility, and data-informed decisions, all via a tiered subscription model.

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About Vitally

Simplify's Rating
Why Vitally is rated
C-
Rated C on Competitive Edge
Rated C on Growth Potential
Rated D+ on Differentiation

Industries

Data & AnalyticsEnterprise SoftwareAI & Machine Learning

Company Size

51-200

Company Stage

Series B

Total Funding

$39.3M

Headquarters

New York City, New York

Founded

2017

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Simplify's take

What believers are saying

  • October 2026 release notes made Quin public beta for all customers.
  • Vitally's website updated October 22, 2026, highlighting AI note-taking, automation, and dynamic health scores.
  • The Blueprint Library and MCP integrations lower adoption friction for new CS teams.

What critics are saying

  • No new VC round has followed the February 2023 $30 million Series B.
  • Wellrun's November 5, 2026 profile shows headcount fell from 97 to 73 in 2025.
  • Salesforce, Gainsight, and Intercom can bundle CS workflows, crushing Vitally's standalone pricing by 2027.

What makes Vitally unique

  • Quin, launched October 20, 2026, embeds CS AI inside Vitally's customer context.
  • Vitally's August 19, 2026 MCP Server pushes customer data into Claude, ChatGPT, and Gemini.
  • Trusted by 600+ CS teams, Vitally centralizes health scores, workflows, and reporting.

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Funding

Total Funding

$39.3M

Below

Industry Average

Funded Over

3 Rounds

Notable Investors:
Series B funding is typically for startups that have proven their business model and need more funding to expand rapidly—often by entering new markets or adding more products. Investors are usually venture capital firms that specialize in later-stage investments.
Series B Funding Comparison
Below Average

Industry standards

$35M
$30M
$45M
$65M
$100M

Benefits

  • 100% of health/dental/vision insurance
  • 401k with a company match
  • Commuter benefits
  • Unlimited PTO
  • Flexible work hours and work-from-home policy
  • WFH stipend
  • Education stipend

Growth & Insights and Company News

6 month growth

0%

1 year growth

0%

2 year growth

-2%
PR Newswire
Nov 8th, 2023
Vitally Releases "The Secret Lives Of Csms" Report, Highlights Anxieties, Mental Health Challenges Plaguing Customer Success Managers And Calls For Solutions

New data indicates low job security and sleep deprivation impact Customer Success leaders, often stemming from poor work-life balance and the always-on nature of remote workNEW YORK, Nov. 8, 2023 /PRNewswire-PRWeb/ -- Vitally, the first Customer Success Platform (CSP) specifically designed for maximizing productivity, visibility, and collaboration, today released the findings of "The Secret Lives of CSMs" report. A survey of hundreds of Customer Success Managers (CSMs) in the U.S. revealed that their role is crucial to business success in the current economic climate, but employees with that title are burnt out, overworked, and often underpaid. Businesses that are unable to remedy these issues run the risk of losing a significant segment of their revenue-generating workforce.B2B businesses, particularly those in the SaaS sector, are currently facing economic turmoil following a brief pandemic-induced boom. Acquiring new customers is now an uphill battle, which makes the roles of CSMs — who are responsible for preventing churn and maximizing the value of existing accounts — even more critical

GlobeNewswire
Feb 22nd, 2023
Vitally Closes $30 Million Series B Round Led By Next47

Vitally, a leading Customer Success Platform (CSP), announced today that it closed $30 million in Series B funding to accelerate the company's product innovation for B2B Customer Success teams and expand global reach.

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