Customer Success Software · pricing · Updated November 2026

Vitally pricing (2026)

Vitally publishes no monthly price — its published figure is on another basis (annual-only, non-USD, or one-time) as checked on 2026-11-01, read from Vitally's own pricing page; 3 plans. Best for B2B SaaS CS teams. Every figure below links to its source and the date we captured it.

Contact-sales only · no public price SOC 2 GDPR

At a glance

  • Entry price: not priced monthly
  • Free tier: No
  • Compliance: HIPAA — · SOC 2 Yes · GDPR Yes
  • Best for: B2B SaaS CS teams; High-touch and tech-touch motions; Mid-market and enterprise

As of · every figure below links to its source

Vitally plans & pricing

All published Vitally plans. Sourced per row; quote-only tiers show no price.
PlanMonthlyAnnualBillingNotesSource
Tech-Touch not priced monthly — Custom / quote Request pricing (no published price). Designed for one-to-many & PLG CS. Includes all Vitally core features, unlimited automations, unlimited observer seats, SSO, full integration library, unlimited documents. vitally.io
Hybrid-Touch not priced monthly — Custom / quote Request pricing (no published price). Designed for any model of CS. Includes all Vitally core features, unlimited automations, unlimited observer seats, SSO, full integration library, unlimited documents. vitally.io
High-Touch not priced monthly — Custom / quote Request pricing (no published price). Designed for one-to-one CS. Unlimited full seats. Includes all Vitally core features, unlimited automations, SSO, full integration library, unlimited documents. vitally.io

Last verified 2026-11-01. Re-fetched vitally.io/pricing 2026-06-15: all three tiers (Tech-Touch, Hybrid-Touch, High-Touch) show 'Request Pricing' — confirmed quote-only, no monthly price recorded. SOC 2 Type 2 and GDPR confirmed via vitally.io/security; no HIPAA mention (HIPAA not recorded). Integrations from vitally.io/integrations.

Price changes

No change record has cleared two sources yet, so nothing is published on the wire.

Capabilities

Integrations: Salesforce, HubSpot, Zendesk, Intercom, Slack, Jira, Stripe, Snowflake, Segment, Zapier.

Key features: 360-degree customer view; Unlimited automations on all plans; Unlimited observer/viewer seats; Unlimited documents and notes.

Plan limits: Seat counts vary by tier; Integration library included on all plans.

Frequently asked questions

Does Vitally support HIPAA?

Vitally's public pages do not say whether it supports HIPAA. Its public pages also state SOC 2 and GDPR compliance.

Does Vitally have a free plan?

No — Vitally publishes no free tier.

Vitally vs alternatives

Compare all customer success software · Vitally alternatives · True cost of customer success software · SOC 2 claims in customer success software · GDPR claims in customer success software · Open data · MCP

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This standing as a plaque

Vitally currently holds a silver deskmark here — Rank 3 of 8 · Customer Success Software. Anyone may show it. There is nothing to apply for, nothing to pay, and displaying it changes no score: the standing comes from the published algorithm, which never reads commission data. We never ask anyone to show it, and its link carries rel="nofollow".

Silver Deskmark — Vitally, Rank 3 of 8 · Customer Success Software, The Front Desk Review

The image is drawn from our live data, so it follows the standing rather than freezing it: if Vitally moves up or down a tier, the plaque on your own site says so at our next publish. Nothing is tracked beyond the ordinary web-server log that records any image request.