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The workspace for faster, smarter CS teams

Create tasks, playbooks and Success Plans to keep track of your work and get more things done in less time.

task management

Stay on top of your tasks

Create and schedule reminders for tasks so that you never miss a step. 

Now you’ll always know what needs to be done next - without feeling overwhelmed.

success plans

Create a roadmap for your customers’ success

Create custom account plans and automatically track their progress with Success Plans. Drive tangible outcomes for your team and clear ROI for customers.


Document key processes so you can execute faster

Create playbooks and templates for customer onboarding, renewals, expansions - or any critical process you have.

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 at Circular

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