By clicking “Accept All Cookies”, you agree to the storing of cookies on your device to enhance site navigation, analyze site usage, and assist in our marketing efforts. View our Privacy Policy for more information.

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.

customer 360

A holistic snapshot of your customers - at every account level

All your customer data in one 360 view means you’ll never have to chase random documents again to get the info you need. 
Get better visibility over complex account relationships with our triple-layer hierarchy.

CUSTOM objects

Create custom data structures for your unique organisational set-up

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

Learn more ↗

Organise customers into segments

Create segments for your accounts based on vertical, engagement model, lifecycle stage or any other criteria.

pipeline management

Keep track of your expansion pipeline

Manage your growth opportunities and open deals in one place. Become a growth engine for your organisation. Collaborate with your Sales team via our CRM bi-directional integration.

Integrate with:
and more!

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
health scores

Automatically calculate health scores based on custom metrics

Account prioritisation just got 10x easier. With Velaris health scores, you can:

  • Measure the health of your accounts, users and products separately.
  • Create different health scores for each lifecycle stage.
  • Set up automatic alerts for at-risk accounts.

You’ll never be caught off-guard by churn again.


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

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

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.

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

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