What users are saying about
13 Ratings
5 Ratings
13 Ratings
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Score 7 out of 100
5 Ratings
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Score 8.5 out of 100

Feature Set Ratings

  • Vitally ranks higher in 4 feature sets: Platform & Infrastructure, Customer Data Extraction / Integration, Customer Success Management, CSM Reporting & Analytics
  • Freshsuccess and Vitally are tied in 1 feature set: Security

Security

10.0

Freshsuccess

100%
10.0

Vitally

100%
Freshsuccess ranks higher in 1/1 features

Role-based user permissions

10.0
100%
5 Ratings
10.0
100%
1 Rating

Platform & Infrastructure

7.1

Freshsuccess

71%
10.0

Vitally

100%
Freshsuccess ranks higher in 2/4 features

API

7.2
72%
5 Ratings
10.0
100%
1 Rating

Integration with Salesforce.com

7.2
72%
6 Ratings
10.0
100%
1 Rating

Integration with Marketo

7.0
70%
1 Rating
N/A
0 Ratings

Integration with Eloqua

7.0
70%
1 Rating
N/A
0 Ratings

Customer Data Extraction / Integration

8.6

Freshsuccess

86%
10.0

Vitally

100%
Freshsuccess ranks higher in 1/2 features

Product usage

8.1
81%
6 Ratings
10.0
100%
1 Rating

Help desk / support tickets

9.1
91%
5 Ratings
N/A
0 Ratings

Customer Success Management

7.1

Freshsuccess

71%
9.7

Vitally

97%
Vitally ranks higher in 6/7 features

NPS surveys

7.0
70%
2 Ratings
8.0
80%
1 Rating

Sponsor tracking

7.0
70%
1 Rating
N/A
0 Ratings

Customer profiles

7.1
71%
5 Ratings
10.0
100%
1 Rating

Automated workflow

8.0
80%
6 Ratings
10.0
100%
1 Rating

Internal collaboration

5.3
53%
5 Ratings
10.0
100%
1 Rating

Customer health scoring

8.1
81%
6 Ratings
10.0
100%
1 Rating

Customer segmentation

7.2
72%
5 Ratings
10.0
100%
1 Rating

CSM Reporting & Analytics

7.4

Freshsuccess

74%
9.8

Vitally

98%
Vitally ranks higher in 4/4 features

Customer health trends

9.1
91%
6 Ratings
10.0
100%
1 Rating

Engagement analytics

7.0
70%
6 Ratings
10.0
100%
1 Rating

Revenue forecasting

4.4
44%
4 Ratings
9.0
90%
1 Rating

Dashboards

9.1
91%
6 Ratings
10.0
100%
1 Rating

Attribute Ratings

  • Vitally is rated higher in 1 area: Likelihood to Recommend

Likelihood to Recommend

6.3

Freshsuccess

63%
6 Ratings
10.0

Vitally

100%
1 Rating

Likelihood to Recommend

Freshworks Inc

Any SaaS company that needs to measure and track the health of client and user accounts will find the data provided by Natero extremely useful. If you have a support team that is tracking tickets, to-do-lists, etc. across different platforms, you'll be happy to know that you can consolidate most of those existing workflows into Natero, making this a single platform for your CES team to keep things running smoothly.
Read full review

Vitally

  • Vitally is suitable for any software company that is looking to measure and report and action the health of their customers.
  • While you would get less value from the tool if you do not have a team in place to action the insights it generates, I would still recommend that smaller teams look at implementing health scores and setting up automated responses to bad health.
Read full review

Pros

Freshworks Inc

  • Love the accounts view to see all my accounts, their health and some helpful stats!
  • The charting is relevant and detailed for customers to understand their usage of our product. The look and feel is very clean and easy to understand.
  • In the account, you can link to other documentation, which is great!
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Vitally

  • Simple setup
  • Detailed reporting
  • Automates manual tasks
  • Excellent support
Read full review

Cons

Freshworks Inc

  • Make set up more self-service. We are changing a lot of systems, and it was challenging to have to coordinate every item with Natero.
  • Automatically triggered emails based on certain usage.
Read full review

Vitally

  • NPS measurement is not particularly customizable
Read full review

Pricing Details

Freshsuccess

Starting Price

$79 per month

Editions & Modules

Freshsuccess editions and modules pricing
EditionModules
Estate$79 billed annually1
Estate$95 billed monthly2
Forest$129 billed annually3
Forest$150 billed monthly4

Footnotes

  1. per month per user
  2. per month per user
  3. per month per user
  4. per month per user

Offerings

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services

Entry-level set up fee?

No setup fee

Additional Details

Vitally

Starting Price

Editions & Modules

Vitally editions and modules pricing
EditionModules

Footnotes

    Offerings

    Free Trial
    Free/Freemium Version
    Premium Consulting/Integration Services

    Entry-level set up fee?

    No setup fee

    Additional Details

    Alternatives Considered

    Freshworks Inc

    I highly recommend and prefer using Salesforce over Natero. Salesforce allows me to pull in as many fields into a report as I would like, compared to 14 different fields into Natero. I am able to view and make changes to information much quicker than Natero. I like Salesforce much more.
    Read full review

    Vitally

    • Vitally was much easier to both set up and maintain than ChurnZero. The ongoing cost of keeping Churn Zero set up correctly was ultimately too much and caused us to look at other tools.
    • Vitally's user interface is much cleaner and easier to understand. While ChurnZero may have more customizations, we ultimately found we were not using large portions of their app.
    • Vitally worked out to be much cheaper for our needs.
    Read full review

    Return on Investment

    Freshworks Inc

    • Visibility - We can now see in one place the many dimensions of customer health
    • Focus - Knowing who is in trouble and how that affects the business means teams can focus on key accounts
    • Insight - Natero shows the effectiveness of common actions, therefore we can improve processes over time
    Read full review

    Vitally

    • Increased renewal rates
    • Reduced overall time spent analyzing customer health
    • Reduces manual tasks for customer health
    Read full review

    Screenshots

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