# Collaborative Tools to Keep Your Customer Success In Sync

Succeed together with Customer Success collaboration tools to keep your team and customers aligned on impactful business objectives and essential tasks.

## Key Customer Success Collaboration Features

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**Conversations** \
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Seamlessly connect all your conversation tools into a single tab to consolidate customer interactions.\
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Tour Feature\
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**Discussions** \
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Your success, product, marketing, and sales teams can work together in Vitally to better understand your customers.\
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**Meetings** \
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Automatically keep track of meetings and attendance to work towards outcomes for your customers.\
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Tour Feature\
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[Watch Video](https://www.vitally.io/academy/collaborating-with-your-team-customers-with-docs)

### Docs

## The Smartest Way to Work Together

Customers Success teams and their customers can collaborate quickly and easily with Docs' personalized workspaces powered by customer data.

[Tour Docs](https://www.vitally.io/vitally-academy-tours/docs) [Book a Demo →](https://www.vitally.io/demo-request)

### Standardize Customer Experiences

Create reusable templates that make it easy for your team to share guidance, tasks, and materials that help customers get the most out of your product and business.

### Personalize at Scale

From names to health scores and product usage, insert real-time customer data to personalize and tailor Docs to your customers.

### Embed Goals, Projects, and More

Bring your customer-facing Goals, Projects, Cards, and more to inform and align with customers on progress and tasks.

[Alisa Feng\
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Head of Customer Success\
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“As we went from one to two to six different CSMs working with customers, it was super important to have one place where all touch points would be documented — where we could look back and see a historical record of touch points and account health.”\
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View Story](https://www.vitally.io/case-study/navattic)

[Watch Video](https://www.vitally.io/academy/what-are-custom-surveys)

### Surveys

## Turn Feedback Into Insights

Get detailed insight into your customers' thoughts with Surveys. Create custom surveys to collect product feedback and more.

[Tour Surveys](https://www.vitally.io/vitally-academy-tours/custom-surveys) [Book a Demo →](https://www.vitally.io/demo-request)

### Build Custom Surveys

Create custom surveys from a wide range of inputs, including text, single & multi-select, scales, numbers, dates, and NPS.

### Integrate Into Your Customer’s Profile

Survey responses act like any other data object inside of Vitally, so you can inform health scores, trigger automation, and more.

### Get Your Results Where You Work

Easily access Vitally survey responses from Account 360s, Tables, or send results in real-time to your company Slack.

## Increase Customer Success Collaboration, Drive Impact for Results

Unify Your Customer Inboxes

Streamline your customer engagement by connecting all your conversation tools into one platform. Enjoy seamless management of customer interactions with your business inbox and ticketing tools.

Bring Your Teams Together

Bring every team from across your business into Vitally to better understand customers and their experiences. From product and engineering to sales and marketing, Vitally gives you a single place to work towards business success.

Connect Meetings to Activities

Add important context to your customer meetings by adding Notes and connecting back to other activities in Vitally such as Projects, Docs, and more.

## Explore the Product

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**Productivity** \
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Give your team all the tools they need to build and automate how they get work done.\
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Explore](https://www.vitally.io/product/productivity) \
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**Visibility** \
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Discover actionable insights to drive your book of business, inform strategies, and keep data flowing.\
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Explore](https://www.vitally.io/product/visibility) \
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**Integrations** \
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You’ve got the data, we’ve got the insights. Vitally seamlessly integrates with your entire tech stack.\
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Explore](https://www.vitally.io/integrations)

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**Vitally Academy** \
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Explore features and learn the foundations of Vitally with our video training series and on-demand tours.\
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Explore](https://www.vitally.io/academy)

## Ready to Scale Your Customer Success

4.5 based on 600+ Reviews

Rated #1 in Momentum

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