Velaris: The adaptable Vitally alternative for Customer Success teams

The Customer Success Platform that gives you the flexibility you need and the support you deserve

While Vitally offers a robust set of tools for streamlining Customer Success, some organizations might find it difficult and time-consuming to set it up and adapt it to their needs.

At Velaris, we not only give you unique features straight out of the box, but also set up and customize them for you according to your unique needs.

Get set up without doing any heavy-lifting

Vitally

Vitally’s DIY set-up can be complex, time-consuming and resource-heavy. Some teams may spend a lot of time and energy getting the platform up and running, only to find out that it doesn’t quite fit their workflows.

Velaris

At Velaris, we handle the set-up for you. We’ll migrate your data, connect your tools, and build out the first playbooks and automations for you. The minute you go live, you’ll have a plug-and-play platform built to fit you like a glove.

Forge a faster, smarter team with AI

Vitally

Vitally’s lack of Artificial Intelligence could hold your team back from moving faster and working smarter.

Velaris

You no longer need to wade through emails, databases, and tickets to get the information you need. Velaris AI can do it for you.

Our AI copilot will:

• Generate automatic action items from customer communications
• Summarize key information inside the platform
• Analyze tickets and emails to help you understand how your customers are feeling

It’s the extra edge you need to boost productivity and become more proactive.

Create frictionless onboarding experiences for customers

Vitally

Your customers may be slow to adopt the Vitally portal since it comes with the friction of logging into a second workspace.

Velaris

Your customers can access their portal tasks and messages through your own product’s interface. Just add our no-code widget and they’ll be able to access the portal - no extra sign-in required.

Automate 90% of your current workflow easily

Vitally

Vitally’s automations can be limiting and complicated to set up for some Customer Success teams.

Velaris

Our powerful yet easy-to-use drag-and-drop builder helps you create and visualize any automation sequence in seconds - no matter how complex.

Automate any process including data entry, onboarding flows, alerts, renewal campaigns, and more.

Not sure where to start? No problem - we’ll scope out your operations, create recommendations and build out your first automations for you.

Working in partnership with world-class CS teams:

"A comprehensive, effective, and flexible platform that gives us the tools to work closely and efficiently with our customers. The platform has increased team productivity due to its automation abilities and task management."

Lauren Castleton-White

Head of UK

"I’d been searching for ages for a comprehensive and customizable client success and operations platform when I came across Velaris, and it has been a lifesaver!  Velaris has helped us create integrations for our workflow, streamlining our processes and helping us work faster."

Taran Hercules

Head of Client Success

"The features provided out of the box are fantasic and not only are their native integrations fantasic, but their willingness to implement custom integrations and the speed in which they do so is extreamly refreshing. 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

What else can your team do with Velaris that they can’t do with Planhat?

What else can your team do with Velaris that they can’t do with Planhat?

Vitally

Velaris

Send in-app surveys to customers

Email only

Email and in-app surveys

Create automations by simply dragging and dropping blocks

Field-based automation builder

Intuitive drag-and-drop automation builder

Understand how your customers are feeling at a glance

AI-powered sentiment analysis

Quickly understand next steps from customer communications

AI-powered automatic action item identification

Track and manage expansion opportunities

Opportunities pipeline dashboard

Collect and manage support requests

Ticketing tool

Everything you need to scale your CS operations

Get all the core features you need in one subscription:

Data and analytics

• Contacts, accounts, organizations + custom objects
• 360-degree customer profiles
• Customizable health scores
• Filters and segmentation
• Dashboards for reporting
• Expansion management center
• Sentiment analysis (AI)

Productivity tools

• Drag-and-drop automation builder
• Tasks with rich-text notes and comments
• Playbooks
• Action items (AI)
• Success Plans

Collaboration tools

• HTML email template builder
• Email campaigns and analytics
• Surveys
• AI writing assistant

One annual subscription for all the above features

Scaleable pricing with base platform fee + user-based licenses

Customer Portal and Ticketing Tool can be purchased separately as add-ons

The CSP provider that does all the heavy lifting for you

Easy implementation

You won’t need to bring in a developer or spend months setting things up. We will migrate your data and set up your integrations for you. In 4 weeks.

Unlimited integrations

Anything that doesn’t integrate natively, we will custom-code for you.

Free consultancy services

Get tailored advice on how to structure your operations and make the most of our platform from CS experts. At no extra cost to you.

“It's the blend of their top-notch service and deep expertise that really sets them apart.”

And other nice things our customers say about our service:

“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

“The onboarding experience was first class. We got up and running within a couple of weeks.”

Oscar Agren

“Quick answers, quick solutions, and they make you feel like you're the VIP at the party. Our go-to CSM is a treasure trove of knowledge, overflowing with insights and insider knowledge.”

Stephanie Hanakova

“It's the blend of their top-notch service and deep expertise that really sets them apart.”

And other nice things our customers say about our service:

“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

“The onboarding experience was first class. We got up and running within a couple of weeks.”

Oscar Agren

“Quick answers, quick solutions, and they make you feel like you're the VIP at the party. Our go-to CSM is a treasure trove of knowledge, overflowing with insights and insider knowledge.”

Stephanie Hanakova

“It's the blend of their top-notch service and deep expertise that really sets them apart.”

And other nice things our customers say about our service:

“The onboarding experience was first class. We got up and running within a couple of weeks.”

Oscar Agren

“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

“Quick answers, quick solutions, and they make you feel like you're the VIP at the party. Our go-to CSM is a treasure trove of knowledge, overflowing with insights and insider knowledge.”

Stephanie Hanakova