We look forward to showing you Velaris, but first we'd like to know a little bit about you.
Velaris vs Planhat: Which Is Better For You?
Post-sales teams can use both to manage their customers, but our approach is different to Planhat’s.
We’ll cover the critical differences between us and who Velaris is the best fit for.
Velaris: The platform helping post-sales teams multiply their impact at
Velaris and Planhat: similar, but not the same
An AI platform for post-sales
A CRM for sales + post sales
Both platforms:
✅ House your customer data
✅ Help monitor customer health and alert team churn risk
✅ Manage low-touch accounts with automated comms
✅ Automate manual workflows
✅ Offer reports to measure performance
But Velaris is the only Customer Success Platform that runs on a proprietary AI context engine tailored to post-sales
Imagine an all-knowing teammate that can answer your questions and take work off your plate, without needing training.
That’s what Velaris Copilot is.
Every account, email, interaction and activity lives in its memory, making customer context accessible to everyone.
No more jumping between systems or chasing updates from a team member to understand what’s going on.
Let Velaris Copilot run the admin work so that your team can focus on strategy
No more manual data wrangling and meeting prep. Ask Copilot:
“Show me risky accounts this week.”
“Summarize feature requests from in EMEA segment.”
“Give me top expansion opportunities for Q4.”
It will answer in seconds.
No need for repetitive prompting. Use Copilot Skills to set up reusable prompts that can be triggered automatically.
Churn reports every quarter
Customer briefs before meetings
Performance assessments every month
Daily task overviews
Make Copilot deliver briefs and reports on autopilot.
Copilot powers custom agents that operate across tools
Expansion agents that log opportunities in Salesforce and create action plans in Notion
Handover agents that generate onboarding plans when a deal closes
Churn agents that pick up on role changes to surface risk
Ask Copilot to create shareable documents in Velaris Canvas for QBRs, account plans, onboarding projects and anything else you need.
- Ambient AI that analyzes both structured and unstructured data
- Multi-layered hierarchies and horizontal relationships
- Flexible health scores
- Vertical and horizontal datapoint calculations
Base license provides 5 seats, with add-ons available.
Loved by AI-forward post-sales teams who need to move fast
The Copilot functionality is particularly impressive. It gives a clear, comprehensive view of account health by bringing together insights from multiple customer touchpoints, making it much faster for our team and leadership to understand what’s happening in each account.”
Which platform should you choose?
Velaris and Planhat are both popular platforms for customer success and post-sales, but some post-sales may prefer one over the other depending on their needs.
✅ You want to replace your CRM with a tool that consolidates sales + post-sales ops
✅ You only need AI insights and have a team that knows how to train AI
✅ You have the time and resources to implement the platform and integrations yourself
✅ You want a tool purpose-built for post-sales
✅ You want a platform-native AI teammate that can analyze data, run tasks and coach your team
✅ You prefer the vendor to handle set up
Top-rated by industry analysts and customers alike
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“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!).”
“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.”
“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."
Frequently Asked Questions
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No, AI is native to our platform, not an add-on.
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.
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.
After migrating all your data to the Velaris platform, it is then synthesized in a secure knowledgebase that powers our AI. Whenever you ask our AI a question, or ask it to complete an action, it will use the information in the knowledgebase to generate tailored outputs for you.
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.
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.
Post-sales teams typically look for Planhat alternatives because Planhat does not accommodate more complex post-sales data structures and revenue calculations. Some teams also find that Planhat’s nested UI limits visibility and that AI features are less advanced than competitors.
