Looking for a Vitally Alternative? Accelerate with In-app CS WorkspaceFlexible Platform Robust IntegrationQBR AutomationEmail AssistanceCustom Dashboards

Outgrown Vitally? AppEQ gives you the freedom to flex, automate, and engage—all in one intelligent CS workspace.

Why CS Leaders Switch to AppEQ

Modern CS & AM teams are moving away from legacy platforms like Vitally. Here’s how AppEQ compares:

Feature	Vitally	AppEQ
Data Driven Slide, Doc & Email	Partial Automation	Automated
In-App Workspace	❌	✅ Flexible to configure different workspace based on team requirements like SMB, Enterprise & Leaders
Personalized QBRs	Manual	Automated with SmartSlides
CRM & Product Data Integration	Partial	Native & Real-Time
Email & Engagement Tools	Partial	✅ Email Assist & Engagement Widget
Custom Dashboards	Complex Setup	Tailored + Done-for-you

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Go Live Fast, Engage Smarter, and Scale Customer Success Without Hitting Platform Limits

Vitally works well for mid-market teams—but when your Customer Success motion gets more complex, rigidity, limited flexibility, and data silos start to slow you down. If you’re looking for a platform that grows with your team and empowers action at scale, AppEQ is built for you. Designed for modern CS and AM teams, AppEQ unifies CRM, product usage, and subscription data into one AI-powered workspace—driving proactive engagement and revenue impact.

Built to Flex and Scale—Not Lock You In

Overcome Vitally’s Limitations:

• Rigid workflows and limited support for complex org structures
• Hard to customize dashboards or data models for scaling teams
• No native tools for automating QBRs, business reviews, or emails

With AppEQ, your CS team gains the flexibility to move fast and scale smarter. SmartSlides and Email Assist turn real-time customer data into automated, personalized touchpoints—helping you stay one step ahead on every account.

Automate QBRs with SmartSlides

Enable your team to instantly access account-level charts and tables for data-rich presentations, documents and emails—perfect for kick-offs, status updates, MBRs/QBRs, renewals, and more.

Flexible In-App Workspace for Proactive Actions

No more tab-hopping.

AppEQ’s In-App Customer Success Workbench delivers real-time insights right where CSMs work — making it easy to stay ahead of churn, identify growth opportunities, and deliver proactive value.

• Instant Context, No Hunting – View product usage, health scores, and renewal insights directly inside your CRM or Inbox.

• Proactive Outreach, Every Day – Get nudges and playbooks tailored to each account so you never miss a moment to drive value.

Native Integrations That Just Work

Say goodbye to manual exports and data stitching.

AppEQ connects natively with your CRM, product analytics, and billing systems — giving CS Ops full visibility and control without complex API workflows.

• ⚙️ Plug & Play with Your Stack – Seamless integrations with Salesforce, HubSpot, Mixpanel, Chargebee, and more — all without engineering lift.

• 📈 One Source of Truth for CS Data – Align product usage, account health, and revenue data across your CS tools for reliable, real-time reporting.

Personalization at Scale, Without the Manual Work

Your CSMs shouldn’t spend hours prepping slides.

AppEQ uses AI to auto-generate personalized, data-driven insights and talk tracks — enabling consistent, executive-ready content at scale across your customer base.

• 🧾 Standardized Yet Personalized – Deliver tailored QBRs, EBRs, and ROI decks that align to each customer’s goals — with zero manual effort.

• ⚡ Scalable Team Enablement – Empower every CSM with pre-built summaries, value highlights, and recommended actions — all auto-inserted into SmartSlides.

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