AI Customer Success Platform

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.

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4.5 based on +100 reviews

Get answers to any question

Build your own agents

Keep track of your accounts

Organize your work

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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.

Instant answers to any question

Native agents that handle the busywork

Custom agents that fit the way your CS org works

Recognized by industry analysts

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.

VISIBILITY

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?"

PREDICTIVE INTELLIGENCE

Catch churn and expansion signals early

Velaris is your always-on intelligence layer that alerts you to risk and opportunity in real-time.

AI-Enriched Health Scores

Conversational Intelligence (AI)

Sentiment Scores (AI)

Surveys

HOLISTIC ANALYSIS

The reports you need to back your decisions and prove your impact

You no longer need spreadsheets, manual data hunts or help from ops.
Get exec-ready reports for financial forecasting, strategic planning and performance review.

Custom Dashboards

Trending Topics: Voice of Customer/Customer Feedback Analysis

Native Dashboards

Trend Analysis

JOURNEY ORCHESTRATION

Orchestrate personalized journeys with AI-enriched automation

Deliver personalized customer journeys for your low-touch accounts, without adding headcount.

Cross-tool and LLM automation

Visual Workflow Builder

Email Campaigns

JOURNEY ORCHESTRATION

Orchestrate personalized journeys with AI-enriched automation

Deliver personalized customer journeys for your low-touch accounts, without adding headcount.

Cross-tool and LLM automation

Email Campaigns

EXECUTION

Make working together simple

Get everyone on the same page about projects and workflows.

Playbooks

Success Plans

Canvas: Collaboration Workspace

JOURNEY ORCHESTRATION

Orchestrate personalized journeys with AI-enriched automation

Deliver personalized customer journeys for your low-touch accounts, without adding headcount.

Cross-tool and LLM automation

Email Campaigns

1M+

Automations live

25%

Increase in efficiency

40 hrs

A week saved

Velaris has streamlined our operations and organised all of our messy data and processes. Our team has been able to become way more efficient and make informed decisions about customers. Using Velaris means we don’t have to guess at the best strategies. There’s really nothing more a CS team could want in a CS platform.

Taran Hercules, Head of Client Success

The Velaris team are absolutely excellent in the time and attention they have given us as an organisation and have built a lot of custom integrations and automations to allow our team to do much more in the day.

Charlie Edwards, CSM

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

Since using Velaris, we've been able to save hours every 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

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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.

Your CRM

Your meeting recorder

Your comms channels

Your product analytics or databases

Your customer support platform

See all integrations

Implementation isn’t DIY. Get a dedicated team to help you get up and running in 6 weeks.

Dedicated Slack channel

Get immediate access to our CS team for quick responses and support.

Dedicated CSM and implementation manager

A human who’ll work with you to help you get the most out of the platform.

Weekly catch-up calls, during onboarding – and beyond.

We’ll be with you every step of the way.

They go beyond. Velaris has been a great integration to our company. Honestly they work hard and go beyond the possible to make the integrations happen.

Tatiana del Rosario, Customer Success Manager

The customer service and engagement from beginning to present day has been exemplary! The team over at Velaris have made what would normally be a very daunting and resource heavy task an absolute breeze!

Mike Cook, Global Head of Customer Success

The implementation was really easy and smooth. They have integrated with our Hubspot, Intercom and our product easily. During and after implementation, they went above and beyond to help us not just with Velaris but improving our internal CS processes and helping us to be a better CS team.

Burhan Kaynak, Customer Success Manager

The support that Velaris provides is of the highest calibre. They work with you to ensure that the tool is optimized for your company. They provide flexible solutions options when it comes to technical integrations, which is a big plus.