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Vitally is a customer success platform designed to streamline operations, increase productivity, and improve customer engagement. It centralizes customer data, automates workflows, and provides real-time insights to help customer success teams drive better outcomes. With robust integrations and collaborative tools, Vitally empowers teams to manage customer relationships effectively and scale customer success efforts.

Features

  • Customer Health Scores
  • Automated Workflows
  • Real-Time Dashboards and Analytics
  • CRM and Tech Stack Integration
  • Collaborative Workspaces and Playbooks

Pricing

  • Custom Pricing: Based on company needs and scale.

Pros

  • Comprehensive customer insights.
  • Streamlines workflows and automates tasks.

Cons

  • Custom pricing lacks transparency.
  • Complex setup for new users.

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Weekly release update: Apr Week 2
Updates from last week! 👀 Here’s what’s new in Salesforge 📬 & Agent Frank 🤖 1. New Feature Drop: Opt-Out Rate Metric is LIVE! Another slick upgrade just landed—we’ve added a new metric card for Opt-Out Rate in both Sequences and the Agent Frank detailed view in Salesforge! Now you can: See exactly how many prospects are opting out of their outreach Spot sequences that might be too aggressive or missing the mark Tweak messaging and targeting for better engagement (and fewer unsubscribes) This is a big win for deliverability, compliance, and keeping outreach sharp. 2. New Feature Drop: Product Email Notifications Are LIVE! 🚀 We just launched a brand-new layer of real-time visibility — Product Email Notifications are now LIVE in Salesforge! Here’s what you will now get alerted about, straight to their inbox: Mailbox(es) disconnected – so they can reconnect before it hurts deliverability New reply received – excluding OOO and bounces, only the real ones Running out of credits – whether it’s sending, validation, or anything else You can opt-in or opt-out of these notifications anytime from their settings. No more guessing. No more blind spots. Just clean, actionable updates to stay on top of their game. New free tools on salesforge.ai 🔨 The Forge Sales GPT: Use our ChatGPT bot to create cold email sequences based on your ICP and value proposition. We're still working on more features & workflow improvements across all forges in April! 🌱