Vitally is a customer success platform that consolidates account health, product usage, notes, and tasks so customer success teams can engage proactively and drive retention and expansion.
Realm's native Vitally connector brings your customer accounts, notes, and tasks into a unified, searchable knowledge platform. By connecting your Vitally workspace, Realm gives your customer success, sales, and support teams instant access to account health, relationship context, and the work happening against each customer—all alongside the rest of your go-to-market knowledge.
All synced Vitally data is visible to all Realm users, matching Vitally's model for shared customer context. With regular syncs and rich account metadata—including health scores, MRR, NPS, and custom traits—Realm keeps your customer success intelligence up-to-date.
Features
Realm's Vitally integration delivers rich customer success intelligence that transforms how your revenue teams understand and act on customer context.
| Feature |
What it does? |
| Account Intelligence |
Sync every Vitally account with health scores, MRR, NPS, and custom traits so revenue teams have the full picture of each customer. |
| Notes Indexing |
Automatically sync customer success notes so context from every touchpoint is searchable and discoverable across the organization. |
| Task Visibility |
Bring in Vitally tasks so you can find the customer work in flight and the commitments made across your account base. |
| Conversation Metadata |
Sync conversation metadata (not message bodies) so you can see which customers have been engaged and when, without exposing private content. |
| Cross-Account Search |
Search across every Vitally account, note, and task at once—not one account at a time—to spot patterns and surface insights. |
| Regular Syncs |
Your Vitally data is refreshed on a regular sync cadence, with incremental updates keeping Realm aligned with your source of truth. |
Benefits
By connecting Vitally to Realm, your organization unifies customer success knowledge with the rest of your go-to-market data for faster, smarter action.
| Benefit |
Why it matters? |
| Accelerate Customer Understanding |
Give every revenue team member instant access to the health, context, and history of any account—without digging across tools. |
| Proactively Drive Retention |
Surface notes, tasks, and health trends across accounts so CS teams can act on risk signals before they become churn. |
| Enable Cross-Functional Context |
Connect CS knowledge to sales and support workflows so every conversation is informed by the full customer story. |
| Streamline QBRs & Reviews |
Quickly find the notes, tasks, and account data you need to prepare for executive reviews and customer meetings. |
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