We look forward to showing you Velaris, but first we'd like to know a little bit about you.
Velaris vs Vitally: Which Is Better For You?
Post-sales teams can use both to manage their customers, but our approach is different to Vitally’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 Vitally: same purpose, different focus
Velaris focuses on making complex post-sales operations manageable. Our AI-native platform makes scattered, complex customer data accessible and actionable.
Vitally is a Customer Success Platform focused on serving smaller post-sales teams operating in simpler post-sales environments. It’s a great centralized workspace for small teams to manage customers and collaborate, but can crack when complexity is introduced.
Both platforms:
✅ House your customer data
✅ Help monitor customer health and alert team churn risk
✅ Launch message sequences based on triggers
✅ 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.
Unlike Vitally’s AI, which summarizes individual meetings or accounts, Velaris Copilot understands your entire portfolio, across all your complex segments, product lines and layered customer relationships.
It can tell you what’s happening across your customers, ops and team no matter how complex your set-up is.
Base license provides 5 seats, with add-ons available.
Loved by post-sales teams who need clarity in complexity
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 Vitally 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 have a small team operating in a straightforward post-sales environment
✅ You value collaboration and task management over deep visibility and insights
✅You have the time and resources to implement the platform and integrations yourself
✅ Your post-sales operations are expanding and growing more complex
✅ You need deep visibility and quick insights on your customers and 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 Vitally alternatives because they outgrow the platform as their post-sales organization scales. While a great central workspace for some smaller, lighter CS teams, Vitally is not built to handle complexity and scale. Some teams also find that Vitally’s nested UI limits visibility and that its AI features are less advanced than competitors.
