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We look forward to showing you Velaris, but first we'd like to know a little bit about you.

Velaris vs Planhat

Gain deeper visibility across your post-sales activities, without wrangling data or code. We are the more flexible, deeply embedded AI alternative that fast-moving CS teams depend on.

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Trusted by high-growth CS and post-sales teams
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Switched from Planhat

Switched from Planhat

Switched from Planhat

Uberall logo color
Airship-logo
Lokalise logo light
Hostaway logo
Uberall logo color
Airship-logo
Lokalise logo light
Hostaway logo

Why do Customer Success teams choose Velaris?

Deeper insights from AI

Our AI goes beyond surface-level summarization. Our platform's AI dives deep into conversations from your emails, Slack and calls to deliver relevant, actionable insights for your team.

Done-for-you set up

No need to sink your time and resources into a 6 month implementation. Our team handles everything including data migration and integrations within an average of 8 weeks.

Dedicated support, regardless of your company size

You’ll have a dedicated implementation manager, CSM and a dedicated Slack channel for tailored assistance.

The most flexible integrations

Build integrations across 70+ tools that we support with a drag-and-drop builder. Build customized flows in days instead of months.

All the features you’d expect from a Customer Success Platform

Customer 360
Health
Playbooks
Automations
Emails
Success Plans
Opportunity Management
Project Management

…plus the ones that make the difference

Velaris Customer Success Platform

Planhat

Flexible, multi-level data hierarchies
Multilayered Hierarchy
Contacts, accounts, organizations and custom objects
AI account intelligence, enriched by your calls and Slack messages
Headlines
The need-to-know on everything about an account, delivered in seconds.
Conversation intelligence
CallSense
Get an automatic analysis of every customer call, from risks, opportunities, next steps and follow up suggestions immediately after every meeting.
Sentiment-driven health scores
AI Pulse
Automatic sentiment scores based on customer calls, with reasons that you can sense-check
LLM integrator
Velaris Bridge
Automate workflows between Velaris, your CRM, project management tools and other systems, powered with AI.

Loved by fast-growing customer success teams

4.7

“The platform's ease of use, combined with straightforward integration, allowed us to automate critical processes quickly.

Customer support from Velaris has also been exceptionally responsive and helpful (kudos to the shared Slack channel!).”

Head of Customer Success

“Not just the product, but the quality of service offered by Velaris is amazing!

The platform has helped us get visibility on customers, be able to measure health and streamline our processes with automations.

The AI features also feel like a natural extension of the platform, they don’t feel like they’re bolted-on after the fact.”

Senior Customer Success Manager

“The Velaris team goes above and beyond to make sure their customer needs are not just met, but exceeded. It’s rare to find a company that values it’s customers as much as Velaris does. Using Velaris has transformed our client operations - they have set a new standard in this space."

Head of Customer Success

Frequently Asked Questions

How well can Velaris integrate with our existing systems?

Velaris offers the most flexible integration capabilities in the market. If our native integrations and suite of 70+ low-code connectors don’t fit your needs, we will customize them for you.

How does implementation work?

You will be partnered with a dedicated Velaris implementation manager who will scope your systems, map your data, handle migration from your existing tool and set up your integrations. All we need from you is access to your systems and your guidance on alignment calls.

How is Velaris pricing structured?

We offer a platform license that is inclusive of 5 user seats and unlimited viewer seats, with variables based on number of accounts, extra users.

What can we achieve with Velaris’ AI features?

Our AI features automate typical CS busywork and surface critical information to the right people at the right time, so that no one has to chase or dig for updates.

CS teams that adopt Velaris typically save 5 -10 hours a week per CSM.

How accurate is your AI?

We’ve trained Velaris’ AI to think like a Customer Success expert, with a focus on the challenges you face every day in post-sales. We use best-in-class models and refine them constantly using customer feedback.

How is my data being used by Velaris’ AI?

At Velaris, your data is always treated with the highest level of confidentiality. Our AI features run on private servers, and we never allow our model providers to train on your data.

Want to see Velaris in action?

Discover the difference it can make for your team.