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What is Vitally?

Empower your Customer Success team to provide remarkable customer experiences by leveraging cutting-edge analytics, automation, and comprehensive project management solutions. You won't have to compromise on functionality when it comes to simplicity; seamlessly onboard your team using pre-built integrations and project templates designed for immediate use. Following that, create personalized customer experiences through scalable customization and advanced automation capabilities. Vitally integrates customer data from across your entire technology landscape, enabling you to identify trends proactively and utilize insights for an exceptional customer journey. Picture having all relevant information—CRM data, product analytics, support requests, emails, NPS scores, and revenue metrics—consolidated within a single platform, which significantly boosts efficiency and enhances decision-making processes. This comprehensive perspective equips teams to react promptly and effectively to the evolving needs of customers, fostering stronger relationships and driving long-term loyalty.

What is Aviso?

Aviso is an AI-powered revenue intelligence and agentic sales execution platform developed to help organizations forecast revenue, manage customer relationships, and automate go-to-market activities. The software provides a unified revenue operating system that combines sales forecasting, pipeline management, conversation intelligence, relationship analytics, and workflow automation. Its predictive forecasting engine uses machine learning to analyze historical sales performance, CRM data, customer interactions, and opportunity characteristics to estimate revenue outcomes. Pipeline inspection capabilities help revenue leaders monitor deal progression, identify stalled opportunities, evaluate pipeline coverage, and detect risks that could affect sales targets. Conversation intelligence tools analyze recorded sales interactions to generate transcripts, assess customer sentiment, identify objections, and recommend actions that support deal progression. Relationship intelligence maps engagement between sales representatives and customer stakeholders to identify influential contacts, communication gaps, and opportunities for multithreaded selling. Aviso provides AI-driven deal guidance that recommends next steps based on opportunity activity, buyer engagement, historical patterns, and other revenue signals. Its agentic AI capabilities include role-specific virtual agents, specialized task agents, and more than 30 preconfigured workflows supporting activities across the sales and customer lifecycle. The no-code GTM Agent Studio allows users to design, customize, and deploy automated agents through reusable components, connected actions, and configurable business processes. Sales coaching and enablement features help managers evaluate representative performance, analyze successful selling behaviors, and connect training activities with measurable revenue outcomes.

Media

Media

Integrations Supported

AccessOwl
BI Book
Census
Clearbit
Gmail
Google Cloud BigQuery
HubSpot Customer Platform
Intercom
Lantern
Mixpanel
PostgreSQL
Recurly
Salesforce
Segment
Slack
Stripe
Superjoin
Zapier
Zendesk

Integrations Supported

Blackboard Learn

API Availability

Has API

API Availability

Pricing Information

$99.00/month

Pricing Information

Pricing not provided
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support

Training Options

Documentation Hub
Online Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Vitally

Date Founded

2017

Company Location

United States

Company Website

www.vitally.io

Company Facts

Organization Name

Aviso

Date Founded

2012

Company Location

United States

Company Website

www.aviso.com

Categories and Features

Customer Success

Account Alerts
Account Management
Customer Engagement
Customer Lifecycle Management
Onboarding
Revenue Management
Usage Tracking / Analytics
Win / Loss Analysis

Categories and Features

AI Agent Builders

Not specified

AI Sales Assistants

Not specified

AI Sales Tools

Not specified

Business Performance Management

Ad Hoc Reports
Ad hoc Analysis
Budgeting & Forecasting
Consolidation / Roll-Up
Dashboard
Key Performance Indicators
Predictive Analytics
Qualitative Analysis
Quantitative Analysis
Scorecarding

Revenue Intelligence

Not specified

Revenue Operations

Not specified

Sales Analytics

Not specified

Sales Forecasting

Dashboard
Dynamic Modeling
Exception Reporting
Graphical Data Presentation
Modeling & Simulation
Performance Metrics
Sales Trend Analysis
Statistical Analysis

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