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From Custom

Product-led and mid-market B2B SaaS companies that want a modern, fast customer success workspace combining health scores, projects and shared docs, and want to choose a plan by CS model (tech-touch, hybrid or high-touch).

Quick overview

Pricing
Custom pricing (Tech-Touch, Hybrid-Touch, High-Touch)
Plans
Three plans, all "Request Pricing": Tech-Touch (one-to-many and PLG CS), Hybrid-Touch and High-Touch (one-to-one CS, includes unlimited full seats). Every plan includes all core features, unlimited automations, unlimited observer seats, single sign-on, the full integration library and unlimited Docs.
G2 rating
Not yet verified
Comparisons
Featured in 1 comparison

Key features

  • Health scores, segmentation and alerts built on real-time product usage data
  • Automation (unlimited on every plan) and Blueprints workflow templates
  • Docs, project management and AI note-taking for customer meetings
  • Surveys and NPS, reporting dashboards and the Vitally API
  • Vitally AI for summaries of unstructured data and agentic task creation

Pros

  • Plans are organized by CS model, which makes the right tier easy to identify
  • SSO, unlimited automations and unlimited observer seats on every plan
  • Docs and project management live next to account data
  • High-Touch plan includes unlimited full seats

Cons

  • No public prices
  • Fewer adjacent products (no built-in community or customer education platform)
  • Health scores and segments depend on getting product usage data piped in

Vitally in our comparisons