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Find out anything you need to know about your customers, instantly.

No more messy spreadsheets or folders to sift through. Velaris tracks your customer lifecycle stages, interactions and health automatically so you always know what’s going on.

visibility

One organised space to track all your customer data

Consolidate your customer information in one system. Velaris helps you manage your portfolio, track interactions, and make data-based decisions.

  • Multi-layer hierarchies: We accommodate multi-layer account relationships between users, accounts, and organisations.
  • Segments and filters: Organise your accounts by vertical, engagement model, lifecycle stage or any other criteria.
  • 360 profile: All relevant customer info in one snapshot - accessible with a single click.
  • Pipeline management: Track new expansion and upsell opportunities in one dashboard.
health

Automatically calculate health scores based on custom metrics

Easily monitor the health of your accounts, users and products so you know what to prioritise.

  • Custom components: Set your own parameters for customer health.
  • Segment-based: Create separate health scores for each lifecycle stage.
  • Automatic alerts: Get notified immediately about at-risk accounts and expansion opportunities.
reporting

Create clean, up-to-date reports with one click

Use customisable dashboards to easily monitor key metrics and report on any data you need.

Reporting
SENTIMENT ANALYSIS

See how your customers are feeling with AI-powered sentiment analysis

Flag common pains and roadblocks by filtering customer sentiment across channels and segments.

Custom objects

The Customer Success Platform that’s customisable to YOUR needs

Go beyond Accounts and Contacts. Velaris Custom Objects allows you to set up custom data fields for complex internal processes and structures.

Learn more ↗
Integrate with:
and more!

Velaris is helping us increase our customer retention. We set certain indexes inside Velaris to monitor customer health. Once it goes lower, we proactively reach out to the client and make sure the health score is maintained.

Shabeeb Razeen
Senior Onboarding Specialist at Hostaway

They give us fantastic visibility on our customer data, with real-time insight into client journeys. Velaris has streamlined our operations and organised all of our messy data and processes. Our client success team has been able to become way more efficient and make informed decisions about customers.

Taran Hercules
Head of Client Success at Protex AI

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