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Customer Portal

Collaborate externally with your customers with Connect by Velaris.

TASKS AND MILESTONES

Assign and track customer tasks

Create a checklist of tasks and assign them to customers so you can keep track of pending items.

Add rich-text notes and files to keep everything in one place.

The Customer Success Platform recommended by high-growth CS teams

“Velaris is allowing our customer success team to handle many more accounts and stay on top of our complex projects.”

Charlie Edwards

“Flexible platform and perfect for day-to-day operations in CS.”

Emma Rosendahl

“Our client success team has been able to become way more efficient and make informed decisions about customers.”

Taran Hercules

Discover more features that our customers love

Data and Analytics

Find any type of customer data in seconds.

Measure and understand the health of your customer portfolio.

Visualise your data on clean, beautiful dashboards.

Sentiment Analysis

Find any type of customer data in seconds.

A place to store customer data that doesn’t fit anywhere else.

Productivity and Automation

Automation Builder

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

Task Management

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

Standardize and speed up your processes.

Manage account plans and prove ROI.

Get automatically generated action items from customer communications.

Customer Collaboration

Streamline your email communications.

Customer Portal

Collaborate externally with your customers.

Create, distribute and automate customer surveys.

Writing Assistant

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

Want to see Velaris in action?

Discover the difference it can make for your team.

Schedule your personalized demo