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Vitally Review

3

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Very good

Revainrating 4.5 out of 5  
Rating 
4.7
Customer Service, Customer Success Software

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Description of Vitally

Vitally is the only Customer Success platform that can seamless bring ALL your data and your complete CS workflow into one place, without restriction. From devless, fully real-time, bi-directional integrations to our intuitive interface that CSMs love to use, our platform lets your team spend as much time working with customers as possible. The fastest-growing B2B SaaS companies are switching from legacy players to grow with Vitally. Customer success managers not only have access to table-stakes functionality like churn prevention and automation, but industry-unique functionalities such as robust, in-platform project management. Vitally is the only platform where you can truly bring all your processes into one place without ever leaving.

Reviews

Global ratings 3
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Type of review

Revainrating 5 out of 5

Overall good experience with Bidtellect

1) Easy 2nd level support (no need for ticketing). 2)"Ease of Use" - this was not easy at first but I have come around 3 years later! It takes some getting used too so be patient it will get better quickly once you learn how everything works3)- You don't always know what's going in behind closed doors4-) There needs more "advanced features". For example there should really be an option where we could see who has access or changed something about their account5.) We were looking after customer…

Pros
  • Great support
  • Easy setup
  • Great training
  • Good knowledge base
  • Easy reporting
  • Great community
  • Great knowledge base
  • Great support
  • Great reporting
  • Great product
  • Great service
  • Great product
  • Great support
  • Good knowledge base
  • Good knowledge base
  • Good knowledge base
  • Good support
  • Good support
  • Good support
  • Good support
  • Good support
  • Great support
  • Great support
  • Great support
  • Great support
  • Great support
  • Great support
Cons
  • Not bad

Revainrating 4 out of 5

Very useful tool for managing contact with your customers

It's easy to use and very user-friendly. It allows me to manage all my customer's data and information in one place. It's also very powerful and allows me to create new templates to help me automate my tasks. It is also very good at updating and maintaining my CRM. I dislike that sometimes it takes a long time to load. I would recommend it to other companies. It has helped me solve my problems of having to send all of my customer's information to different platforms. It is also very easy to…

Pros
  • Easy access for both customers as well management staff.
  • Very responsive team when issues arise; they are quick, efficient &, effective!
  • We no longer have separate websites or emails dedicated just solely used by vital

Revainrating 5 out of 5

Very good Customer Relationship Management Software

I like how easy it was for me personally in getting started using vitually! It has all of my customer information already set up so its very simple once you get past step 1 (which took less than 5 minutes). There isn't anything i dislike about this product yet but if there were any improvements they would be minor tweaks rather then overhauls or new features added which could make things more complex overall instead just making them easier/simpler while still having everything needed at hand…

Pros
  • User friendly interface
  • user can sign into from anywhere anytime as long s he know his password
  • Customer service agents really provide help whenever necessary.
  • As manager ,I never worry that someone will delete wrong orders because every detail gets logged immediately after order placed.this reduces errors caused due misplacing notes.i love vtly too much!!!
Cons
  • All fine