Meet the intelligent platform for Customer Success and Post-Sales
Get complete visibility of every customer and process. Predict churn and expansion with AI-enriched intelligence. Orchestrate personalized customer journeys. All from one AI platform.
The platform helping post-sales teams multiply their impact at:
There’s a new way to run Customer Success. We’re building it.
Less admin. More impact. AI that's native to the platform, not bolted on.
Agents that can:
Recognized by analysts for leading the shift toward AI-native post-sales
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One platform. Every signal. Every action.
From detailed customer views to predictive intelligence, Velaris helps you understand what’s happening and act on what’s coming next.
Want to know what’s going on with your accounts or your team? Just ask.
Velaris Copilot can answer your questions, draft your success plans, analyze your portfolio, and more.
"Which customers show expansion potential?"
"Create a success plan for Gong."
"Who are my top-performing CSMs?"
"What’s the health status of accounts owned by John Smith?"
Catch churn and expansion signals early.
Agents monitor for signals in the background and alert you to risk and opportunity so you can take action before it’s too late.
Manage more accounts with the team you already have.
Agents and automations that deliver personalized customer journeys for your low-touch accounts, without adding headcount.
Make working together simple.
Ask AI to create onboarding plans, account plans, QBRs. Upload documents and pull real-time customer datapoints. Share with your team and customers to collaborate in one workspace.
Built for the complexity of managing customer success at scale.
Velaris helps you map complex customer relationships, configure health by lifecycle and product line, and build standardized playbooks so that humans and agents can operate with the right context.
Automations live
Increase in efficiency
A week saved
Velaris can connect to all your tools.
We support 70+ integrations, but if there’s anything we don’t already have an integration for, we’ll build it for you.
Syncs birdirectionally with your CRM.
You choose which data goes into Velaris and which data syncs back.
Analyzes meeting transcripts, emails, chats, and other customer comms to capture context beyond CRM fields.
Syncs usage metrics and uses them to surface churn signals.
Connects invoice, contract, ARR, renewal, and payment data so CSMs can spot commercial risks and revenue opportunities earlier.
Implementation isn’t DIY. Get a dedicated team to help you get up and running.
Our team will scope your systems, map your data, and configure the integrations for you.
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Frequently Asked Questions
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Velaris is built for mid-market and enterprise B2B SaaS companies, as well as other recurring revenue businesses, that need a more intelligent way to manage Customer Success at scale. It helps post-sales teams centralise customer data, track health, manage renewals and expansion, automate workflows, and give CSMs the account context they need to act proactively.
Velaris is an AI-native Customer Success Platform built to do more than store customer data. Traditional CSPs help teams organise accounts, workflows, and health scores, but still rely heavily on humans to spot changes, investigate risks, and complete manual admin.
Velaris uses AI to continuously monitor customer signals, identify changes in account health, surface churn risks and expansion opportunities, and alert teams when action is needed. It also helps automate lower-value work such as email follow-ups, QBR creation, reporting, account summaries, and task updates, so Customer Success teams can spend more time on strategic customer work.
Velaris tracks customer health by maintaining a living memory of every account in its proprietary context graph. This context graph maps customer data, product usage, engagement, conversations, support activity, tasks, and other account signals, giving teams a continuously updated view of each customer.
Velaris AI is trained to identify signals that may indicate churn risk, sentiment changes, expansion potential, or shifts in account health. AI agents can alert CSMs when risk is detected, so teams do not have to manually monitor every account for changes.
Teams can also configure traditional health scores using their own custom metrics and weightings. These scores can be combined with AI sentiment scores that draw from unstructured data, such as calls, emails, notes, and support conversations. This gives Customer Success teams a more reliable and holistic understanding of customer health.
Velaris helps teams manage low-touch and longtail accounts by using AI, automation, health signals, account summaries, and workflows to identify which accounts need attention and then deliver personalized actions and communications accordingly. This allows CS teams to handle more customers without manually monitoring and handling every account in detail.
Velaris supports integrations across CRMs, support tools, communication platforms, product analytics tools, calendars, project management tools, file storage systems, forms, databases, and spreadsheets. Examples include Salesforce, HubSpot, Pipedrive, Zendesk, Intercom, Slack, Notion, Gong, Gmail, Outlook, Google Calendar, Jira, Pendo, Mixpanel, Amplitude, Snowflake, PostgreSQL, MySQL, Google Sheets, and Microsoft Excel.
Velaris also supports MCP, allowing LLMs and AI agents to securely access Velaris account data, customer context, health signals, tasks, notes, and other Customer Success information. This makes it easier for teams to connect Velaris with AI workflows, internal agents, and external tools that need reliable customer context from the Velaris platform.
Velaris is an AI-native Customer Success Platform built for mid-market and enterprise B2B SaaS teams. From customer health scoring and churn prediction to onboarding automation, renewals, and expansion workflows, Velaris helps recurring revenue teams understand account health, reduce churn, and scale customer success with greater visibility and control.