Vitally

Overview

Connecting Chargebee and Vitally enables Customer Success teams to report, take action, and automate with key billing data. Vitally's Chargebee integration can be used to sync Chargebee customer and revenue data into Vitally in real time. Importing Chargebee customers to Vitally adds a wealth of new Chargebee-defined traits to your Vitally profiles, such as the expiration of the customer's credit card, the plans they are subscribed to, and much more. Importing revenue data syncs historical paid invoices from Chargebee so that you have immediate, accurate insight into the purchase history of every account in Vitally.

Features

Project management for Customer Success

Project management designed for Customer Success. Bring mission-critical customer lifecycle initiatives to the finish-line faster and more efficiently with Projects.

Dashboards and Reports

Measure Customer Success with powerful reporting. Track the KPIs that drive your business at every stage of the customer lifecycle with fully-customizable dashboards and out-of-the-box reporting.

Playbooks and Automation

Scale Customer Success operations with automation. Maximize your team’s bandwidth and automate exceptional customer experiences with Playbooks.

Customer Health Scores

Build remarkably accurate customer health scores with data from across your tech stack. Create and manage the overall picture of your customers’ health with extraordinary precision.

Customer 360

See the whole picture with Customer 360°. Discover all of the right data, at the right time, to ultimately drive exceptional customer experiences.

Vitally

Project management for Customer Success

Dashboards and Reports

Playbooks and Automation

Customer Health Scores

Customer 360

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