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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.

EMBEDDED  WIDGET

Add our portal widget to your own product for smoother collaboration

The Connect Widget can be embedded in your product’s interface to give customers a frictionless view of your shared portal.

The tasks you add to the portal can be viewed and completed by your customers through the widget, erasing the need for them to log in to yet another system.

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

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