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What is easy_CSM?

An intuitive Customer Success Management (CSM) solution designed to seamlessly fit within the tool ecosystems of small and medium-sized enterprises (SMEs). This innovative tool currently integrates with well-known CRM systems like HubSpot and ticketing services such as Zendesk, enabling the calculation of customer Health Scores based on both ticketing and financial key performance indicators. Furthermore, users can expand its functionality with various applications, including Zapier and the Zendesk App, providing additional versatility. The option to implement personalized recommendations or leverage existing suggestions further enhances the overall user experience. This level of adaptability guarantees that SMEs can customize the tool to effectively address their specific customer success requirements, fostering a more tailored approach to customer engagement and satisfaction. By making these adjustments, SMEs can stay agile in their dynamic business environments.

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.

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Integrations Supported

HubSpot CRM
HubSpot Customer Platform
Zapier
Zendesk
5X
Amazon Redshift
Axis LMS
BI Book
Chargebee
Clearbit
Gmail
Lantern
Microsoft Outlook
Mixpanel
Recurly
Salesforce
Segment
Slack
Snowflake
Weld

Integrations Supported

HubSpot CRM
HubSpot Customer Platform
Zapier
Zendesk
5X
Amazon Redshift
Axis LMS
BI Book
Chargebee
Clearbit
Gmail
Lantern
Microsoft Outlook
Mixpanel
Recurly
Salesforce
Segment
Slack
Snowflake
Weld

API Availability

Has API

API Availability

Has API

Pricing Information

$16.99/month/admin account
Free Trial Offered?
Free Version

Pricing Information

$99.00/month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

easy_CSM

Date Founded

2021

Company Location

Germany

Company Website

easycsm.de/en/

Company Facts

Organization Name

Vitally

Date Founded

2017

Company Location

United States

Company Website

www.vitally.io

Categories and Features

Customer Success

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

Categories and Features

Customer Success

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

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