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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Vitally

    Score8.2 out of 10
    N/AVitally is a customer success platform designed for B2B software organizations to aggregate customer data, automate post-sale workflows, and monitor account health. The platform consolidates product telemetry, CRM records, support desk tickets, and communication logs into a centralized workspace to give customer-facing teams real-time visibility into customer retention and expansion opportunities.N/A

    Zeni

    Score1 out of 10
    N/AZeni is an AI-powered finance team for startups from Zeni, Inc in Palo Alto, boasting capabilities like intelligent bookkeeping, accounting, and CFO services.

    $549

    per month

    Pricing
    VitallyZeni
    Editions & Modules
    No answers on this topic
    Starter
    $549
    per month
    Growth
    $799
    per month
    Enterprise
    $0
    Offerings
    Pricing Offerings
    VitallyZeni
    Free Trial
    NoNo
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    NoNo
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional Details—An Enterprise level plan is also available. Pricing for this plan is available on request. A discount is available for annual billing.
    More Pricing Information
    Features
    VitallyZeni
    Security
    Comparison of Security features of Vitally and Zeni
    Feature
    Vitally
    9.0
    2 Ratings
    6% above category average
    Zeni
    1.0
    2 Ratings
    156% below category average
    Role-based user permissions9.02 Ratings1.02 Ratings
    Single sign-on capability00 Ratings1.02 Ratings
    Platform & Infrastructure
    Comparison of Platform & Infrastructure features of Vitally and Zeni
    Feature
    Vitally
    9.5
    2 Ratings
    9% above category average
    Zeni
    -
    Ratings
    API10.01 Ratings00 Ratings
    Integration with Salesforce.com9.02 Ratings00 Ratings
    Customer Data Extraction / Integration
    Comparison of Customer Data Extraction / Integration features of Vitally and Zeni
    Feature
    Vitally
    8.0
    2 Ratings
    9% below category average
    Zeni
    -
    Ratings
    Product usage8.02 Ratings00 Ratings
    Customer Success Management
    Comparison of Customer Success Management features of Vitally and Zeni
    Feature
    Vitally
    8.7
    2 Ratings
    1% above category average
    Zeni
    -
    Ratings
    NPS surveys8.02 Ratings00 Ratings
    Customer profiles8.02 Ratings00 Ratings
    Automated workflow8.02 Ratings00 Ratings
    Internal collaboration9.02 Ratings00 Ratings
    Customer health scoring10.02 Ratings00 Ratings
    Customer segmentation9.02 Ratings00 Ratings
    CSM Reporting & Analytics
    Comparison of CSM Reporting & Analytics features of Vitally and Zeni
    Feature
    Vitally
    7.3
    2 Ratings
    14% below category average
    Zeni
    -
    Ratings
    Customer health trends8.02 Ratings00 Ratings
    Engagement analytics7.02 Ratings00 Ratings
    Revenue forecasting6.02 Ratings00 Ratings
    Dashboards8.02 Ratings00 Ratings
    Payroll Management
    Comparison of Payroll Management features of Vitally and Zeni
    Feature
    Vitally
    -
    Ratings
    Zeni
    1.0
    1 Ratings
    153% below category average
    Pay calculation00 Ratings1.01 Ratings
    Direct deposit files00 Ratings1.01 Ratings
    Customization
    Comparison of Customization features of Vitally and Zeni
    Feature
    Vitally
    -
    Ratings
    Zeni
    1.0
    1 Ratings
    153% below category average
    API for custom integration00 Ratings1.01 Ratings
    Reporting & Analytics
    Comparison of Reporting & Analytics features of Vitally and Zeni
    Feature
    Vitally
    -
    Ratings
    Zeni
    10.0
    1 Ratings
    24% above category average
    Dashboards00 Ratings10.01 Ratings
    Standard reports00 Ratings10.01 Ratings
    General Ledger and Configurable Accounting
    Comparison of General Ledger and Configurable Accounting features of Vitally and Zeni
    Feature
    Vitally
    -
    Ratings
    Zeni
    3.0
    2 Ratings
    87% below category average
    Accounts payable00 Ratings1.02 Ratings
    Accounts receivable00 Ratings1.02 Ratings
    Cash management00 Ratings1.02 Ratings
    Bank reconciliation00 Ratings1.02 Ratings
    Expense management00 Ratings1.02 Ratings
    Multi-currency support00 Ratings1.01 Ratings
    Regulations compliance00 Ratings1.02 Ratings
    Electronic tax filing00 Ratings10.01 Ratings
    Self-service portal00 Ratings1.02 Ratings
    Global Financial Support00 Ratings1.01 Ratings
    Primary and Secondary Ledgers00 Ratings10.01 Ratings
    Intercompany Accounting00 Ratings10.01 Ratings
    Localizations00 Ratings1.01 Ratings
    Journals and Reconciliations00 Ratings10.01 Ratings
    Enterprise Accounting00 Ratings1.02 Ratings
    Configurable Accounting00 Ratings1.02 Ratings
    Centralized Rules Framework00 Ratings1.01 Ratings
    Standardized Processes00 Ratings1.02 Ratings
    Best Alternatives
    VitallyZeni
    Small Businesses
    ClientSuccess
    Score6 out of 10
    QuickBooks Self-Employed (discontinued)
    Score3.8 out of 10
    Medium-sized Companies
    ChurnZero
    Score7.9 out of 10
    MYOB
    Score8.3 out of 10
    Enterprises
    Gainsight CS
    Score8.8 out of 10
    Microsoft Dynamics GP
    Score5.4 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    VitallyZeni
    Likelihood to Recommend
    7.0
    (2 ratings)
    1.0
    (2 ratings)
    Usability
    8.0
    (1 ratings)
    1.0
    (2 ratings)
    Support Rating
    -
    (0 ratings)
    10.0
    (1 ratings)
    User Testimonials
    VitallyZeni
    Likelihood to Recommend
    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.
    Incentivized
    Read full review
    Zeni, Inc (zeni.ai)
    Zeni is well suited for any organization that needs accounting work. They have been great for us since we are in the SaaS space and they adjusted our accounts to reflect SaaS needs and metrics. So far I think Zeni would be a fit for any size of company. I think it would be great to start out with Zeni so that you have them in place as you grow.
    Incentivized
    Read full review
    Pros
    Vitally
    • Integrations with other sources
    • Dashboards easy to build
    • Quick research of info
    Incentivized
    Read full review
    Zeni, Inc (zeni.ai)
    No answers on this topic
    Cons
    Vitally
    • NPS measurement is not particularly customizable
    Incentivized
    Read full review
    Zeni, Inc (zeni.ai)
    No answers on this topic
    Usability
    Vitally
    Using of this tool I have improved customer satisfaction tracking and reduced churn rates by ensuring tasks are completed within set timeframes. Customer Sentiment analysis is also very important for me as well as the good project tracking and alignment across Product, Engineering, and Sales teams. This leads to more efficient collaboration and project completion.
    Incentivized
    Read full review
    Zeni, Inc (zeni.ai)
    All I know was I am a victim of ACH through the Zeni system. My business will take years to recover from this fraud.
    Read full review
    Support Rating
    Vitally
    No answers on this topic
    Zeni, Inc (zeni.ai)
    The Zeni team has always been quick to respond and get on a call if needed.
    Incentivized
    Read full review
    Alternatives Considered
    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.
    Incentivized
    Read full review
    Zeni, Inc (zeni.ai)
    We used Bench.co before switching to Zeni- our books were often not available when promised, we had issues with duplicate transactions, and we had serious communication issues when trying to file our taxes. Zeni corrected our books and got our taxes filed quickly and seamlessly.
    Incentivized
    Read full review
    Return on Investment
    Vitally
    • Positive Customer Onboarding and Progress Tracking
    • Good tracking of customer relationship management
    • Customer onboarding, adoption, and satisfaction
    Incentivized
    Read full review
    Zeni, Inc (zeni.ai)
    • I believe Zeni was taking my money without permission
    • Zeni did not verify the company to be legitimate. They let a gmail address with no website qualify. All they needed to do was look up the real company and verify this is fraudulent.
    Read full review
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