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Manage all your to-dos and communications in one place

Velaris’ suite of productivity and collaboration tools helps you collaborate internally and externally so you can work faster and get more things done.

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.

playbooks

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
email campaigns

Create automatic email campaigns

Don’t waste time writing the same emails over and over again. With Velaris Campaigns, you can create a template once and forget about it while your campaigns run in the background.

customer portal

Collaborate easier with customers in a dedicated workspace

Customers keep losing track of files, instructions and links? Organise your shared documents, instructions and action items in a collaborative space.

surveys

Collect feedback from customers

CSAT and NPS survey tools are built into the platform, making it easy to:

  • Collect data at scale
  • Analyse responses
  • Track performance over time

PMF and CES coming soon.

velaris ai

Draft in-app emails in minutes with the help of generative AI

There’s no need to second guess yourself on what to say anymore. Simply input your prompt, make a few edits and hit send on all your emails, in-app.

One of the best things in Velaris is that we can create different workflows and automate everything to control the communication in every step of our pipelines.

Alejandro Miranda
Account Manager at Viterbit
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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