We look forward to showing you Velaris, but first we'd like to know a little bit about you.
Custify vs Totango
Choose the right Customer Success solution for your team.
Things to consider when choosing a Customer Success Platform
Customer data and health monitoring
A good CSP should be able to handle complex customer and data hierarchies so you can have full visibility over your customer base. It should also have robust analytics that help you monitor customer health so you can anticipate needs and be proactive.
Communication and collaboration tools
Assess whether the Customer Success Platform streamlines communication and collaboration with your customers. Make sure the capabilities fit your customer engagement model (tech touch, hybrid or high-touch).
Productivity tools
Every CSP needs effective account planning, strategising and automation capabilities so that you can do more with less.
Onboarding, Support and Services
Good support can make or break an experience using software. Make sure your vendor is able to provide you with the training and support you need to make the most of the software.
Pricing
Select the right pricing for your company size, stage and customer engagement model.
Custify vs Totango: The TL;DR
However, some limitations of the platform include:
❌ Only basic email functionality
❌ No opportunity tracking capability
❌ Limited functionality when managing account plans
However, some limitations of the platform include:
❌ Limited automation capabilities
❌ Inability to automatically track KPIs in account plans
❌ Inability to accommodate multi-layered account hierarchies
Velaris: The Best Alternative for Custify and Totango
Velaris is an intuitive, highly customisable and flexible Customer Success Platform built for teams with even the most complex operational requirements. With Velaris, you get all the standard capabilities of a CSP along with:
✔ Visibility over your accounts (we handle even the most complex customer hierarchies through custom and nested objects)
✔ A seamless native email tool and template builder
✔ A powerful drag-and-drop automation builder
✔ Easy account planning features with automatic KPI-tracking
✔ Unlimited integrations
✔ A 4-week implementation on average
✔ Our team does all the integration and set-up work for you
Marcos de la Cueva
Stefan Kalum Mikkelsen
Taran Hercules
Custify vs Totango vs Velaris: The Full Breakdown
Here’s a closer look at the differences between Custify, Totango and Velaris:
1. Customer Data and Health Monitoring
Having [Velaris as] one source of truth is game-changing. The fact that it integrates easily into most of the tools we use such as HubSpot, Intercom makes updating customer information easy and information sharing across the business didn't need the process to be reworked. It all just works. It saves us time, effort and makes us way more efficient and productive.
2. Productivity capabilities
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.
3. Customer collaboration/engagement tools
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.
4. Support and services
Velaris is an amazing product but their people/team is their best asset. The implementation was really easy and smooth. They have integrated with our Hubspot, intercom and our product easily. During and after implementation, they went above and beyond to help us not just with Velaris but improving our internal CS processes and helping us to be a better CS team
5. Pricing
See why Velaris is the best choice for you
Reasons CS teams choose Velaris over Custify and Totango
You can leave the implementation to us. We set you up in weeks - not months - so you can hit the ground running without having to bother your tech team.
Build flexible, advanced automations with drag-and-drop building blocks. Easy visualisation, no coding, no extra tech.
With Success Plans, you can create custom account plans for each customer with key tasks, milestones and automatically updated KPIs.
Velaris AI will give you quick insight on how your customers feel, help you understand customer pain points across channels, and automatically generate to-dos from customer communications.
With our Connect widget, you’ll never have to chase action items on long email or Slack threads again. Overlay action items such as onboarding tasks on your product interface, and get things done faster.
Done-for-you set-up, in record time
You can leave the implementation to us. We set you up in weeks - not months - so you can hit the ground running without having to bother your tech team.
Automating CS has never been this easy
Build flexible, advanced automations with drag-and-drop building blocks. Easy visualisation, no coding, no extra tech.
The only CSP that automatically tracks KPIs for your account plans
With Success Plans, you can create custom account plans for each customer with key tasks, milestones and automatically updated KPIs.
AI-powered task management and analytics
Velaris AI will give you quick insight on how your customers feel, help you understand customer pain points across channels, and automatically generate to-dos from customer communications.
A shared workspace to collaborate with customers - without signing into yet another system
With our Connect widget, you’ll never have to chase action items on long email or Slack threads again. Overlay action items such as onboarding tasks on your product interface, and get things done faster.
Taran H.
Emma R.
Jose Carlos V.
Darren O.
The flexible Customer Success Platform that gets your CS Ops in order.
Built for high-growth CS teams who want to scale their operations with twice the speed and half the stress.
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