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Project Management

Task Management

Turbocharge your CS operations by bringing your activities into Velaris' Task Management solution
Create tasks both manually or automatically by listening to events related to your customers
Don't miss another due date by staying on top of tasks through our reporting capabilities and notifications
Task Management
Playbook Management

Playbooks

Scale your operations by importing your SOPs into Velaris Playbooks
Standardise & centralise your processes, align teams, and always stay one step ahead of your customers
Allow new members of the CS team to get onboarded faster by creating checklists
Monitor all Playbooks via reporting and notifications

Discover some of our other features that your team is sure to love

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Automation
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Lifecycle Management
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Health Management
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Ready to discover your new Customer Success superpower?

Velaris will obliterate your team’s troubles and produce better experiences for your customers…and set up only takes minutes. What’s not to love? It’s, well, super!

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