Tool · Customer Success Platform

Vitally

Customer Success Platform for B2B SaaS teams — customer health scoring, playbooks, automated email sequences, and workflow automation. Adrian's favorite CSP for striking a balance between robust automation and being easy enough for the whole team to use without hours of training.

2Documents

1Customer stories

vitally.io ↗

Proof

What it produced

Real engagements involving Vitally.

Proof Customer Success, Renewals & Retention

Folding a second business unit's customer-success operations onto one platform — and rebuilding the health score on the way

A governance-software company was running two customer-success platforms: its own, and a second one belonging to a separate business unit. We mapped t…

3 sections · 7 min read

Opinion

Episodes that mention Vitally

Conversation, not measurement.

Ep. 28

Run CS Ops like a Pro: The 5 Things Every CS Operation Needs to Have

Adrian Diaz on building a customer success operations function from scratch — processes, tech, health scoring, and staying close to the customer

October 28, 2025 · 00:51:39 · 47 min read