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Save hours every week with drag-and-drop automations

Put your processes on autopilot with the most powerful and intuitive automation builder in Customer Success.

data entry

Cut down your data entry tasks by 80%

Save yourself and your team the hassle of manually updating all your customer data. 
Set up automatic updates based on custom triggers so you can spend your time on what really matters.

Automation Engine
onboarding

Automatic customer onboarding flows

Trigger automatic emails and playbooks for seamless customer onboarding.
Velaris helps you cut out the delays and improve Time-To-Value.

renewals

Set-and-forget renewal campaigns

Automatically remind customers of their renewals and trigger playbooks to manage expansions.

Integrate with:

+more!

With Velaris’ automation features, it’s like having an extra set of hands, always keeping us one step ahead.

Stephanie Hanakova
Customer Success Manager at Staysafe
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"As our business has grown, so has the number of business tools we use for managing customers, providing business intelligence, managing tasks, reporting, collaborating...you name it. Velaris has been extremely helpful in unifying all this data and providing a single source of truth for understanding our customers. Since using Velaris, we've uncovered so much about our customers and business and it has been key in helping us drive our net revenue retention."

Marcos de la Cueva - Co-founder & CEO @ Billin

Ready to discover your new Customer Success superpower?

Velaris will obliterate 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