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Collaborate with customers through your own product interface

Introducing Connect by Velaris

Your customers can now easily view, update and complete assigned tasks within your own platform. Get collaborative projects like onboardings moving faster and improve transparency on both sides.


Cut out the reminders and the constant back-and-forths

Assign tasks and set instructions for your customers inside our portal. Customers will be automatically notified when they log in to your product, and can mark tasks as completed in-app.


Tasks sync with our customer portal so you can track progress on one dashboard

The portal gives you a shared view of all scheduled, pending and completed tasks so that everyone can get on the same page.


Add instructions and key details with rich-text notes

Both you and your customers can add notes and descriptions to tasks so that key information can be shared easily.

All this and more inside Velaris - the end-to-end platform for managing customer operations

Onboard, retain and grow your customers easily with our intuitive Customer Success Platform. Built for high-growth CS teams who want to scale their operations with twice the speed and half the stress.

Integrate with:
and more!

Velaris has streamlined our operations and organised all of our messy processes. Our Client Success team has been able to become way more efficient and make informed decisions about customers. There’s really nothing more a CS team could want in a CS platform.

Taran Hercules
Head of Customer Success at Protex AI
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"As our business has grown, so has the number of business tools we use for managing customers, providing business intelligence, managing tasks, reporting, name it. Velaris has been extremely helpful in unifying all this data and providing a single source of truth for understanding our customers. Since using Velaris, we've uncovered so much about our customers and business and it has been key in helping us drive our net revenue retention."

Marcos de la Cueva - Co-founder & CEO @ Billin

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!

Request a demo