Is Velsano cheaper than Vitally as my team grows?

Velsano is a flat monthly price that does not increase per seat — you add teammates at no extra cost. AI is included in the core product rather than priced as an add-on.

How do I move my data from Vitally?

Import accounts and contacts by CSV, or connect your warehouse directly with the SQL-as-source connector. Health recomputes on your own scorecard.

Does Velsano include a customer portal?

Yes — every plan includes a branded, magic-link customer portal so customers can see their own health and success-plan progress.

Switch from Vitally in an afternoon, not a quarter.

Bring your Vitally export. See your accounts, health, and renewals live in Velsano the same day — with AI in the core rather than a per-seat add-on, and flat published pricing that does not climb with every new CSM.

Start your free 14-day trial · Book a concierge switch

Keep the modern feel — without the AI add-on and per-seat climb

	Vitally	Velsano
Time to live	A couple of weeks to set up	Same afternoon — self-serve import
Pricing model	Scales with seats + account volume	Flat $299/$799 per month, published
Adding teammates	Seats above the included count cost more	Flat price — add as many users as you like
AI	Priced as an add-on above the base plan	Churn prediction + priorities in the core
Customer portal	Not the core focus	Branded magic-link portal included on every plan

Exactly what comes over — no surprises

Data	How	Notes
Accounts / customers	CSV import	Name, ARR, industry, renewal date, CSM owner
Contacts	CSV import	Linked to their account by name
CSM ownership	CSV import	Account team + primary CSM assignment
Usage & product data	CSV or SQL	Point Velsano at a warehouse table, or push via the ingest API
Projects, tasks, goals	CSV import	Bring the open work; we load it via templates
Health scores	Recomputed	We score on YOUR scorecard — and show the math

Why we recompute health instead of importing it: a health score is only as good as the scorecard behind it. Velsano recalculates health from your imported data using your scorecard, and every score shows the factors behind it — so you see exactly why an account is flagged, not a number you have to take on faith.

Four steps, one sitting

Export from Vitally — Pull your Accounts, Contacts, and assignment data to CSV. Already piping usage into a warehouse? You can skip CSV and connect it directly (step 3).
Start a free Velsano trial — Self-serve signup gives you a live workspace in seconds, pre-configured with health scoring, playbooks, and success-plan templates on day one.
Import — CSV or warehouse — Import your CSV and map its columns to Velsano fields, or point Velsano at a read-only query against your warehouse — no export at all.
See your book of business — Health recomputes on load. Within minutes you're looking at your at-risk accounts, your next-90-day renewals, and an AI summary of any account — your data, working.

Frequently asked questions

Is Velsano cheaper than Vitally as my team grows?: Velsano is a flat monthly price that does not increase per seat — you add teammates at no extra cost. AI is included in the core product rather than priced as an add-on.
How do I move my data from Vitally?: Import accounts and contacts by CSV, or connect your warehouse directly with the SQL-as-source connector. Health recomputes on your own scorecard.
Does Velsano include a customer portal?: Yes — every plan includes a branded, magic-link customer portal so customers can see their own health and success-plan progress.