Vitally or RETAIN? The small-team option isn't the one it used to be
Quick answer: Vitally is a well-designed, well-reviewed AI workspace for CSMs — but its era as the transparent, small-team-priced option is over: pricing is now fully hidden, verified deals start around $14.7K/year (Vendr floor, 2026), and the product targets mid-market scale-ups. RETAIN publishes its prices — £149 to £999/month — and is built for the one-to-five person team Vitally has moved past.
What Vitally does well
Vitally's product design is genuinely strong — a fast, modern workspace with Vitally AI summaries and agentic actions, well liked by its users (around 680 G2 reviews at 4.5). Its Docs and Hubs model suits CSM teams that live in collaborative documents, and its automation claims are unlimited across plans.
Where the fit breaks for small teams
Two things changed. Pricing transparency went first: the pricing page now shows three plans — Tech-Touch, Hybrid-Touch, High-Touch — every one behind "Request Pricing" (vitally.io/pricing, 2026). The entry point went second: Vendr's verified contract floor is about $14.7K/year with a median of $33.6K/year (Vendr, 2026, n=73) — the floor alone sits above RETAIN's top tier. Switching-intent content around Vitally consistently cites opaque pricing and cost scaling with customer count as the triggers.
On the wedge: Vitally's customer-facing surface is shareable docs and success plans — useful, but not a standalone branded portal your customer logs into for a live QBR. That's RETAIN's client portal.
Pricing reality
Vitally — pricing reality
Published pricing
None — all three plans "Request Pricing" (vitally.io/pricing, 2026)
Verified floor
~$14.7K/year (Vendr, 2026, n=73 purchases)
Median contract
$33.6K/year (Vendr, 2026)
Setup
Self-implementation 1–3 weeks basic, 4–6 weeks to maturity (third-party reviews, 2026)
RETAIN — published pricing
- Starter£149/month
- Growth£399/month
- Scale£999/month
Public on the pricing page. No sales call required to see a number.
Which to choose
Choose Vitally if you're a scale-up CS team that lives in collaborative docs and has budget for a quoted mid-market deal. Choose RETAIN if you want the client-facing QBR portal, explainable health scoring, and a price you can read before the first call.
Evaluating Vitally? See RETAIN first
A 30-minute demo shows the Auto-QBR portal, health scoring and the playbook engine on real accounts — and our pricing is already on the website.
Competitor information reflects public sources at the dates shown and may change; verify current details with the vendor. RETAIN pricing shown is our live published pricing.