# Vitally

> 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.

- **Founded:** 2017
- **Headquarters:** New York, United States
- **Founders:** Jamie Davidson (Co-Founder & CEO), Patrick Vatterott (Co-Founder & CTO)
- **Team size:** ~80 employees
- **Products:** Vitally AI (AI Copilot), AI Meeting Recorder, Health Scores & Analytics, Playbooks & Automation, Projects
- **Notable:** Raised roughly $40M total across seed, Series A and Series B rounds, Series A led by Andreessen Horowitz (2021), $30M Series B led by Next47 during a tight 2023 funding climate

## Products & services

- **Vitally AI (AI Copilot)** — A purpose-built AI copilot for customer success that analyzes unstructured data - meeting transcripts, notes, surveys and conversations - to deliver summaries, suggested actions and natural-language answers via Ask AI.
- **AI Meeting Recorder** — Captures customer calls and turns them into real-time insights and smarter follow-ups, built specifically for customer success workflows.
- **Health Scores & Analytics** — Configurable customer health scoring based on lifecycle stage or segment, with dashboards and reporting to give CSMs and leaders visibility into their book of business.
- **Playbooks & Automation** — Automated workflows that handle CSM assignment, task creation and journey milestones so teams can scale customer success without adding headcount.
- **Projects** — Structured project management for onboarding and multi-step customer initiatives, keeping customers on track through each milestone.
- **Docs & Collaboration** — Real-time collaborative documents and communication tools that increase transparency with customers.
- **Surveys** — Custom surveys to capture product feedback and customer sentiment that inform strategy.
- **Integrations** — 28+ integrations plus two APIs syncing product and customer data with tools like Amplitude, Mixpanel, Segment, Stripe, Salesforce, HubSpot, Intercom, Zendesk and Zapier.

## Achievements

- Raised roughly $40M total across seed, Series A and Series B rounds
- Series A led by Andreessen Horowitz (2021)
- $30M Series B led by Next47 during a tight 2023 funding climate
- Helped Productboard cut gross churn by 50% in one year
- Ranked a leader in G2's Momentum grid for Customer Success Platforms with a 4.5 average rating
- Graduated from Techstars NYC (Summer 2017)

## Latest updates

- **2025-07** — Launched Vitally AI, an AI Copilot for customer success with AI Summaries, AI Actions and Ask AI.
- **2025** — Introduced an AI Meeting Recorder purpose-built for customer success teams.
- **2025** — Named a leader in G2's Momentum grid for Customer Success Platforms with a 4.5 average score.

## Links

- Website: https://vitally.io
- LinkedIn: https://www.linkedin.com/company/vitally.io/
- Twitter/X: https://twitter.com/vitally_io
- YouTube: https://www.youtube.com/channel/UCO2zR77KNIq1JNCA03TtD9g
- Facebook: https://facebook.com/Vitally.io/

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Profile page: https://yespress.io/vitally
Published by YesPress — https://yespress.io
Last updated: 2026-07-17