Velaris vs Vitally: Full Feature Comparison

Here’s a closer look at the differences between Vitally and Velaris:

1. Customer Data and Health Monitoring

Vitally

Velaris webclip image

Velaris

Visibility of accounts
Accounts and contacts only
✔️
3 predefined layers (contacts, accounts and organisations) + custom layers
Health scoring
✔️
Customizable health scores at all account levels and segments
✔️
Customizable health scores at Organisation, Account and Contact levels as well as by Lifecycle Stages and other customer segments
Usage analytics
✔️
✔️
No need to rely on third-party usage software
AI-based Sentiment Analysis
✔️
AI-powered automatic sentiment analysis
Surveys
✔️
NPS, CES and CSAT
✔️
NPS, CES (coming soon) and CSAT
Reporting
Limited customisation and low flexibility
✔️
Custom dashboards with CSV export
Segmentation
✔️
Unlimited segments
✔️
Unlimited segments
Churn management
✔️
Automatic churn warning
✔️
Automatic churn warning
Expansion/upsells pipeline
✔️
Track opportunities on a pipeline dashboard
Custom objects
✔️
Integrations
✔️
65 integrations
✔️
Integrate with any tool in your tech stack

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.

Stephanie Hanakova
Staysafe

2. Productivity capabilities

Vitally

Velaris webclip image

Velaris

Tasks
Basic
✔️
Triggered playbooks for key processes
✔️
"Journeys" feature
✔️
"Playbooks" feature
Success Plans with automated KPI tracking
✔️
"Success Plans" feature with both internal and customer KPI tracking
Action Items (AI)
✔️
Actions items are generated automatically from customer communications
Automation
Limited automation and complex automation builder
✔️
Robust automation capabilities with an intuitive drag-and-drop automations builder

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 C.
Circular

3. Customer collaboration / engagement tools

Vitally

Velaris webclip image

Velaris

Collaborative customer workspace
✔️
Success Centers - no widget
✔️
Connect by Velaris with widget
Native HTML email tool
✔️
✔️
Template-builder
✔️
Automated email campaigns with robust analytics
Automated bulk email campaigns with analytics
✔️
Built-in AI Writing Assistant
✔️
✔️
In-app communications
✔️
Through customer portal widget
Support ticket management
✔️
Native ticketing system with livechat widget

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
Viterbit

4. Support and services

Vitally

Velaris webclip image

Velaris

Time to go live
8 weeks
4.1 weeks
CS Ops consultation
✔️
Available and chargeable
✔️
Free consultation services on how to set up and optimize CS Ops
Support
✔️
Included in subscription
✔️
Included in subscription
Training
✔️
Included in subscription
✔️
Included in subscription
Implementation/set-up
✔️
Available and chargeable
✔️
Available and chargeable

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

Burhan Kaynak
Staysafe

5. Pricing

Vitally

Velaris webclip image

Velaris

Variable costs (no of emails, automations, customers, contacts)
Yes
No
Onboarding fee (training and change management services)
Yes
No
Model
Annual base rate + per-user rate
Annual base rate for all features except customer portal and ticketing tool + per-user rate
Free trial
Start-up discount
See why Velaris is the best choice for you
Request a demo
“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

“You guys have the best service I've ever had in any system or tool, normally when I ask for something to the other vendors, they take weeks to get back and say they will look into it, you guys get back in hours and actually get it done!”

Stefan Kalum Mikkelsen

“I’d been searching for ages for a comprehensive and customizable client success and operations platform when I came across Velaris, and it has been a lifesaver!”

Taran Hercules

48%
reduction in TTV
35%
more expansions
300%
increase in identified expansion opportunities
130%
NRR

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.

Request a demo