For Customer Success and post-sales professionals, managing accounts without a dedicated Customer Success Platform often means dealing with challenges like:

• Scattered data across multiple tools
  
  
• Relying on spreadsheets and manual tracking
  
  
• Missed renewal and expansion opportunities
  
  
• Limited visibility into customer health
  
  
• Difficulty showing impact to leadership
  
  

To solve these problems, many teams turn to platforms like Vitally and Custify. And now, newer options like Velaris bring AI-first automation and hands-on implementation services into the picture.

In this article, we’ll compare Vitally and Custify, while also showing how Velaris stacks up as an alternative.

Comparing Vitally vs Custify vs Velaris

*Exact pricing varies by vendor and contract structure.

‍

Platform overviews

Vitally

Vitally is known for being a user-friendly CS platform. It provides strong collaboration tools, clear analytics, and several plug-and-play integrations. It’s particularly attractive for growing SaaS companies that want to get started quickly without a steep learning curve. However, as companies scale, some may find Vitally less comprehensive than enterprise-focused alternatives, especially in terms of integration depth.

Custify

Custify is a simpler, more lightweight Customer Success tool aimed at small and mid-sized SaaS companies. It focuses on ease of use, offering intuitive dashboards, customer health scores, and automation without the complexity of larger platforms. Its straightforward design makes it easy for smaller teams to adopt quickly, though larger organizations may find it lacks some of the advanced features needed at scale.

Velaris

Velaris takes an AI-first approach, combining predictive insights, automation, and 70+ integrations into a single platform. It’s designed to give teams real-time visibility into customer health while reducing manual workload. Compared to Vitally and Custify, Velaris is built for mid-market and enterprise teams that want advanced capabilities without the burden of heavy admin, balancing usability with power.

Feature comparison

Data consolidation and visibility

• Vitally: Provides clear account views and shared workspaces to keep customer data accessible. Strong for collaboration, but may not go as deep in consolidation as larger platforms.
  
  
• Custify: Provides straightforward dashboards with customer data pulled from SaaS tools. Best suited for smaller datasets, as it may lack depth for complex enterprise environments.
  
  
• Velaris: Centralizes data from 70+ integrations into a single view. Designed for real-time visibility with AI features such as account summaries and meeting analysis.
  
  

Customer health and analytics

• Vitally: Delivers straightforward health scoring and analytics.
  
  
• Custify: Offers simple health scores and clear analytics, making it easy for smaller teams to understand customer status.
  
  
• Velaris: Provides AI-driven health scores and predictive analytics out of the box. Helps teams surface risks and opportunities earlier with less manual effort.
  
  

Digital Customer Success and automation

• Vitally: Includes automation features like tasks and triggers to streamline repetitive processes. Best for teams seeking simple automation tied to collaboration.
  
  
• Custify: Includes basic automation for tasks and workflows, designed to simplify repetitive processes for small teams.
  
  
• Velaris: Uses AI and automations to handle routine tasks and personalize outreach at scale. Built to reduce manual admin work while scaling CS impact.
  
  

Project and task management

• Vitally: Provides easy-to-use task tracking and shared workspaces for collaborating directly with customers.
  
  
• Custify: Provides simple task management that works well for small teams but is not as robust for larger projects.
  
  
• Velaris: Includes collaborative task and project management tools that support onboarding, renewals, and success planning in one place.
  
  

Other considerations

Ease of use

• Vitally: Designed to be straightforward and user-friendly. Teams can get up and running quickly, with a focus on collaboration.
  
  
• Custify: Very user-friendly and quick to adopt, especially for smaller teams that don’t want complexity.
  
  
• Velaris: Prioritizes simplicity with intuitive dashboards and automation. Designed to reduce admin overhead and get teams up and running quickly.
  
  

Scalability

• Vitally: Well-suited for growing SaaS teams. However, larger enterprises may find it lacks some of the advanced complexity needed for scale.
  
  
• Custify: Best suited for small to mid-sized SaaS businesses. Larger enterprises may find it lacks the advanced functionality needed for complex operations.
  
  
• Velaris: Built to scale with mid-market and enterprise teams, balancing powerful features with usability so it doesn’t require a large ops team to maintain.
  
  

Integrations

• Vitally: Provides integrations for popular SaaS tools, making it easy for teams to connect their stack. Depth of integrations may be more limited than enterprise-grade platforms.
  
  
• Custify: Offers integrations with popular SaaS tools, but the ecosystem is more limited compared to enterprise-grade platforms.
  
  
• Velaris: Offers 70+ integrations with real-time sync, aiming to make setup easier and reduce silos.
  
  

Support

• Vitally: Known for responsive support and straightforward onboarding, aligned with its focus on ease of use.
  
  
• Custify: Known for responsive and approachable support, aligned with its focus on smaller SaaS teams.
  
  
• Velaris: Delivers personalized onboarding and responsive support tailored to CS teams, with a strong emphasis on partnership. Dedicated CSM and Slack channel offered to all customers.
  
  

Choosing the right platform

Who should pick Vitally
Vitally works well for growing SaaS teams that value ease of use and close collaboration with customers. If you want a platform that gets you up and running quickly, with clear analytics and simple automation, Vitally can meet those needs. It’s best suited for teams that don’t require the heavy customization of enterprise-focused platforms.

Who should pick Custify
Custify is best suited for small to mid-sized SaaS businesses that value simplicity and quick setup. Its dashboards and automation features are easy to use, making it accessible for lean teams that don’t want to invest in heavy admin work. Larger organizations may outgrow its feature set.

Who should consider Velaris
Velaris is designed for mid-market and enterprise teams that want deep visibility, AI-driven insights, and automation without the clunkiness or heavy admin burden. With 70+ integrations and hands-on support, it helps Customer Success teams scale efficiently while staying easy to use.

‍

Conclusion

Vitally, Custify, and Velaris each bring different strengths to the table. Vitally prioritizes ease of use and collaboration, Custify emphasizes lightweight simplicity, and Velaris provides an AI-driven alternative designed for visibility and efficiency.

The right choice depends on your team’s goals, data structure, and the resources you have to manage a platform. What works for one organization may not be the best fit for another.

If you’re looking for an AI-driven platform that balances power with ease of use, book a demo with Velaris.