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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.

Trusted by many as their partner to navigate their way to Success
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One platform, limitless Success


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
  • Organise your data hierarchies with Custom Objects
Learn more ↗

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
Learn more ↗

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
Learn more ↗


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.


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.

  • Standardise 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
Learn more ↗

and that's not all:

We’ve got all the features you didn’t know you needed

velaris ai

Unlock limitless possibilities with Velaris AI

  • Run Sentiment Analysis through our NLP to uncover cross-channel insights that matter
  • Auto-create high-impact tasks based on all customer communication / behaviour
  • Get account summaries with one click
  • Say goodbye to tedious email drafting

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.

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.

customer portal

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.

Learn more ↗

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!"

Stefan Kalum Mikkelsen
Head of Customer Success

"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."

Ross Barfield
Director of Customer Success

"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."

Phil Hodges
Director of Onboarding
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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.

Taran Hercules
Head of Client Success at Protex AI

Empower your entire organisation to deliver winning customer experiences


  • Easily report shareholder value metrics such as NRR and GRR
  • Share real-time customer health reports with a click
  • Bring predictability to your organisation


  • Run standardised or custom onboardings end to end
  • Set custom health scores for onboarding stages
  • Automate communication throughout the customer journey


  • Understand how customers feel with sentiment analysis
  • Segment sentiment by features to understand areas of concern
  • Share your insights with your Product team with a click of a button


  • Collaborate on expansions with the sales team
  • Understand ICP fit per sales rep and health scores on the accounts of different AE’s
  • Keep ICP description updated with what successful customers look like

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

Ready to discover your new Customer Success superpower?