A Vitally alternative you can start using today
Vitally is an AI-powered workspace for CSMs, sold through a demo and a quote. XPI CRM gives smaller teams health scores, renewals, playbooks and support tickets in one place. It's free, with every feature included.
- Every feature included
- No credit card
- Unlimited clients and records
Which one fits your team?
Vitally is a strong choice if…
- you want shared docs and project management to run onboarding and success plans with your customers
- you want AI that records your meetings and writes account summaries for you
- you're ready for a demo, a quote and a trial sandbox set up with your data
XPI CRM is a better fit if…
- you have a small or growing CS team and want to start without a sales call
- you want support tickets with SLAs in the same place as health and renewals
- you need the core of customer success (health, renewals, playbooks, tickets, NPS) without paying for a platform first
Side by side
| Feature | Vitally | XPI CRM |
|---|---|---|
| Price | Not published: "Request Pricing" for all three plans (Tech-Touch, Hybrid-Touch, High-Touch) | Free, every feature included. Optional Enterprise support plan |
| Try it yourself | Book a demo or take the product tour; a trial sandbox with your own data is offered | Sign up and use it now, no credit card |
| Users | Unlimited observer seats on every plan; unlimited full seats on High-Touch | Unlimited clients and records |
| Health scores | Yes: Health scores by lifecycle stage or segment | Yes: Automatic health score with the reasons behind it |
| Playbooks and automation | Yes: Playbooks and unlimited automations | Yes: Playbooks, templates and automation |
| NPS and surveys | Yes: NPS and custom surveys | NPS and CSAT responses by import or API. Sending surveys by email: coming soon |
| Shared docs and project management | Yes: Collaborative docs and project management | Playbooks with steps, tasks and goals; no shared docs |
| Support tickets with SLAs | Through Zendesk and Intercom integrations | Yes: Built in |
| Product usage data | Yes: Segment, Mixpanel, Amplitude and Pendo integrations | Usage metrics by import or API |
| AI meeting notes and account summaries | Yes: Vitally AI, including a meeting recorder | No: Not offered. AI client summary from your XPI data: coming soon |
| AI assistants (Claude, ChatGPT) | Yes: Vitally MCP server | Yes: MCP connector included, connect in a few minutes |
| Dashboards and reports | Yes | Yes |
See it in action
Switching from Vitally
Export your accounts, contacts and renewals from Vitally as CSV.
Import them into XPI with the CSV importer. Map columns to fields and you're done.
Rebuild your health score and top playbooks. Start with the defaults and adjust.
Want help? Our Enterprise plan includes guided onboarding, help moving your data and health score and playbook workshops. Talk to us
Questions
Is XPI CRM really free?
Yes. Every feature is included with no credit card. The optional Enterprise plan adds people: premium support, guided onboarding and help with migration.
Can XPI fully replace Vitally?
For core customer success work (health, renewals, playbooks, tickets, surveys, dashboards), yes. If you rely on Vitally's shared docs, project management with customers or its AI meeting recorder, XPI doesn't cover those.
Does XPI include support tickets?
Yes. Tickets with priorities and SLA rules sit next to each client's health and renewals, so you don't need a separate help desk to see support problems on an account.
How long does switching take?
You can import CSV files the day you sign up. Most of the work is deciding on your health score and playbooks, which XPI gives you defaults for.
Does it work with Claude and ChatGPT?
Yes, and it's included. Connect XPI as an AI connector and ask about renewals at risk, client overviews or your day. Connect an AI assistant
Where is my data stored?
In the EU (Ireland).
Try XPI CRM with your own clients today
Free, every feature included, no credit card.
Vitally information is from vitally.io (home page, pricing page, integrations page and the MCP blog post of 14 August 2026), checked 16 October 2026. Vitally is a trademark of its owner. Spotted something out of date? Tell us at hello@xpicrm.com.