Vitally offers a customer success platform that merges productivity and collaboration features with customer-data-driven workflows to support post-sale teams. The product includes automation for building customer success workflows, project and task trackers, and Docs and Hubs that auto-fill account fields from customer data. Vitally positions itself as both a source of truth for customer data and the home for post-sale operations, aiming to replace disconnected productivity and CSP tools. The company cites customers including Segment, Productboard, Deel and Spiff. Vitally says revenue grew 4x since the start of 2022 and plans to use new funding primarily for hiring and product development. It currently has 62 employees and intends to double headcount by 2024. Vitally consolidates customer data into a single platform and runs it through an engine that surfaces engagement insights such as which customers need help, which are at risk of churning, and where expansion opportunities exist. Its software also provides automation to balance workflow and steer customer success teams toward the right tasks at the right time. The company was founded in 2017 and is based in New York; CEO Jamie Davidson started Vitally after finding existing customer success tools underwhelming. Vitally reports strong revenue growth, averaging roughly 3x, which allowed it to focus on product before fundraising. It already works with customers including Segment, Productboard, and Calendly. The company plans to use new funding to scale headcount (targeting ~30 by year-end), build out marketing, and accelerate customer acquisition and platform development.

Total raised

$39M

Funding rounds

2

Latest round

Series B

Latest activity

Feb 2023