Velaris Features Overview

All the tools you need to build a proactive, scaleable CS org.

Data and Analytics

Consolidate your customer data, understand customer behavior and report with ease.

Visibility

Find any type of customer data in seconds.

Health

Measure and understand the health of your customer portfolio.

Reporting

Visualize your data on clean, beautiful dashboards.

Sentiment Analysis

Understand how your customers are feeling at a glance.

Custom Objects

Measure and understand the health of your customer portfolio.

Productivity and Automation

Automate tedious workflows, standardize your operations and manage projects.

Automation Builder

Create flexible automations on an intuitive drag-and-drop interface.

Task Management

Create, schedule and manage all your tasks in one space.

Playbooks

Standardize and speed up your processes.

Success Plans

Manage account plans and prove ROI.

Action Items

Get automatically generated action items from customer communications.

Customer Collaboration

Get your communications organised, work with customers on mutual projects and easily collect feedback.

Campaigns

Streamline your email communications.

Customer Portal

Collaborate externally with your customers.

Surveys

Create, distribute and automate customer surveys.

Writing Assistant

Leverage the power of AI to become a proactive CS org.

Integrations and Security

Integrations

Connect to any system you need.

Data and Security

Built to keep your data private and secure