Vitally

Design Flaws: Users have mentioned various design flaws in the product, such as a cramped layout in the note section and difficulty navigating the dashboard with filters and saving views. They found the user interface clunky and wished for better usability with extendable/reducible panels. Some users also mentioned that there are times when the wording for certain features can be confusing. They felt overwhelmed by the amount of information presented on the screen and found it difficult to find certain features.

Bugs and Technical Issues: Users experienced numerous bugs and technical issues with the tool, reporting new issues almost every other day for a couple of weeks. This made them dread using the tool and forced them to return to their old tools for reliability. They also mentioned limitations such as the inability to close all tabs, difficulty in CCing new people on email replies, and missing features like sharing success plans with customers. Some users encountered difficulties in creating custom graphs and charts, as well as setting up playbooks and complex reporting on accounts. They also found it challenging to create tasks and manage projects.

Lack of Consolidated Feed: Users expressed the need for a consolidated feed of activities, completed tasks, emails, health changes, notes, playbook changes, and project updates. They found it inconvenient to have to click on each activity to view them individually. They also mentioned the need for easier access to location/country information and integration with other platforms for automatic data gathering. Some users wished for a standalone app and improvements in task creation and automation capabilities. They also desired more fine-grained role-based access control, better analytics features, and improvements in managing contacts and conversations.

Users of Vitally have made the following recommendations based on their experiences with the product:

Users recommend Vitally for its ease of integration, particularly for start-ups and small businesses looking to set up solid customer success foundations or scale up their organizations. They also recommend Vitally for use by early-stage customer success teams.

Another recommendation is to take advantage of Vitally's customization features, such as creating custom dashboards. This allows users to gather and analyze important customer data according to their specific needs. It is recommended to thoroughly set up Vitally before sharing it with the team to maximize its benefits.

Users also suggest integrating Vitally with other tools like Segment and Amplitude. This can enhance the overall functionality and effectiveness of customer reporting and user analytics.

In summary, users find Vitally to be a modern, easy-to-use, and user-friendly tool that simplifies day-to-day work life. They suggest trying out Vitally due to its low implementation effort and fast time to value, especially for seed and series A to B companies. Users appreciate the support offered by the Vitally team and believe it is worth the time spent on setup.