Get complete visibility of every customer and process. Predict churn and expansion with AI-enriched intelligence. Orchestrate personalized customer journeys. All from one AI platform.
The easiest customer success platform for B2B SaaS companies - built by founders who learned churn the hard way, now betting that customer success software should take minutes to set up, not months.
Leading CS teams aren't working harder. They have AI agents doing the heavy lifting.
Vitally is a New York-based customer success platform for B2B SaaS companies. It unifies product usage, billing, CRM and support data into a single workspace so customer success managers can score account health, automate playbooks, collaborate with customers and cut churn. Its AI Copilot layers summaries, meeting notes and natural-language insights on top of that data. Founded in 2017 by Jamie Davidson and Patrick Vatterott out of Techstars NYC, Vitally has raised roughly $40 million and counts Zapier, Productboard, Mixpanel and Gorgias among its customers.
ChurnZero is a customer success platform that helps subscription and B2B SaaS businesses reduce churn and grow revenue from existing customers. It unifies customer data, health scores, automation playbooks, and AI agents so customer success teams can spot risk early, drive product adoption, and manage renewals and expansion at scale. Founded in 2015 and based in Washington, D.C., it serves thousands of customer-facing teams and is consistently ranked among the top-rated customer success tools on G2.