We look forward to showing you Velaris, but first we'd like to know a little bit about you.
The Operating System for modern Customer Success
Velaris helps Customer Success teams understand their customers, streamline their operations and save hours of manual work. We give you flexible AI-powered Analytics, Success Plans, Collaboration Tools and Automations with the services you deserve.
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WE'VE GOT YOU COVERED
One platform, limitless Success
DATA AND INSIGHTS
Customer data you can trust, at your fingertips
Velaris integrates all your customer information from all your systems in one place and gives you a clear and intuitive 360 view of your accounts, no matter how complex your customer segments.
- Get all customer data at your fingertips with Customer 360
- Organize your data hierarchies with Custom Objects
The most flexible health scores for accounts, products and users
Configure dynamic health scores tailored to each customer lifecycle stage. Velaris is the only platform that allows you to measure the health of your accounts, their users and their products separately.
- Create different health scores for accounts and users by lifecycle stage
Report Customer, Business, Product and Performance insights
Velaris organizes all your customer information in one place to keep you ahead of the curve. Provide your team with real-time insights, alerts, and comprehensive reporting.
- Custom dashboards and reports
- Have clear visibility over your customer base with Segments
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AUTOMATION
Unrivalled Automation
Put manual tasks on autopilot. Our industry first drag and drop automation builder allows you to build comprehensive workflows in seconds. Scale your CS team by automating internal and customer facing actions.
PRODUCTIVITY AND COLLABORATION
Velaris is where CS teams get work done
Combine the powerful features of leading Project Management tools with your entire customer data in a single, centralized platform. Create tasks both manually or automatically by listening to events related to your customers.
- Standardize processes with Playbooks
- Track customer outcomes’ progress with Success Plans
- Improve team productivity with Project Management
- Collaborate with your customers through Connect
Flexible customer feedback surveys
Send different types of surveys manually or automatically directly from Velaris. Deliver them natively in-app or via emaill. Integrate results in health scores.
- Surveys: NPS and CSAT
- Coming soon: CES, PMF
Customer collaboration interface, reinvented
Increase alignment and collaborate with your own customers by sharing tasks and Projects in our portal (Connect)
- Connect (Customer Portal)
- Collaborate with Onboarding and other teams on customer projects through Success Plans
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and that's not all:
We’ve got all the features you didn’t know you needed
Set outcome goals for your customers and track the progress
Create shared custom objectives and outcome goals and track the progress automatically. We connect to your customers product usage, revenue and any other metric and report progress real time.
Collaborate with your customers in-app with Connect
Increase alignment and accountability with your customers by collaborating without them leaving your app. Tasks and to-do’s will appear in a widget overlayed within your app.
Scale customer communication with beautiful emails
Create customized templates in a few clicks using our user-friendly email designer and scale customer communication. Track and analyze your impact.
Fast, flexible, and powerful, Velaris is your supertool for Customer Success...
...but don't just take our word for it:
"You guys have the best service I've ever had in any system or tool, normally when I ask for something to the other vendors, they take weeks to get back and say they will look into it, you guys get back in hours and actually get it done!"
"Since using Velaris, we've been able to save 10 hours a week and uncover brand new insights that help us retain and grow our customers. We now have the time and headspace to build true relationships and be proactive."
"Velaris has had a huge impact on our workflow at Hostaway. The automations built through using Scenarios allows us to set our customers up to succeed before we have a chance to meet them! The reporting dashboard has given us a multitude of different ways to monitor and measure our KPIs and keep our fingers on the pulse."
your true partner in success
Best-in-class Services
We’re not just another vendor who will leave you hanging after purchase.
With us, you get:
Fastest Time To Value
You’ll be up and running in weeks, not months. No coding from your tech team required.
Complimentary Consultancy
We work with you to optimise your CS operations —at no extra fee.
Tailored Training
You’ll have everything you need to get the whole team up to speed.
Done-for-you Setup
You’ll get your own team of Velaris engineers who will do the implementation for you - No coding from your tech team required. We’ll customise integrations if needed.
The Velaris team goes above and beyond to make sure their customer needs are not just met, but exceeded. Their response time and the speed at which they implement new features and developments is super fast. They have set a new standard in this space.
Built to empower your entire organization
Learn how other teams are using Velaris.
Onboarding
Coordinate, automate, and monitor onboarding and implementation projects.
Product
Get context on product usage and understand user behavior across segments.
Sales
Use existing customer data to perfect your GTM strategy and expand revenues.
Executives
Understand your book of business, solidify your strategy, and drive predictable growth.
Ready to discover your new Customer Success superpower?
Velaris will eliminate your team’s troubles and produce better experiences for your customers…and set up only takes minutes. What’s not to love? It’s, well, super!
Request a demo
