Your CRM is supposed to help you, but its messy data is drowning your CS team instead.
Data is scattered and poorly integrated. Leadership is still asking for updates that take too long to put together. And your CS team is stuck updating data fields when they should be building relationships.
Your org deserves a system that allows anyone to understand what’s happening with an account with the click of a button. That’s what Velaris does.
Post-sales teams that get tired of the CRM chaos trust us to bring them clarity
switched from Salesforce
switched from Planhat
switched from Gainsight
switched from Churnzero
When your CSMs become the gatekeepers of customer information, everyone loses.
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Leadership is running blind. Your team’s precious time is used up answering questions and giving updates. And you miss the signals that help you prevent churn and grow your accounts.
Velaris connects your siloed customer data and surfaces the right information at the right time.
A fully automated account debrief, available instantly
Velaris monitors every email, every call and every message and creates a three-month summary for every account with the most important information you need to know.
Custom model training means you don’t get generic summaries, just accurate bullets on the most important events.
No more digging through CRM notes or chasing internal teammates.
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A detailed analysis of every call, tailored for post-sales.
Not generic summaries.
A full breakdown of risks, opportunities and next steps that don’t need fact-checking. Available instantly after every meeting.
AI-enriched health scores.
Every call interaction is scored according to customer sentiment, and fed automatically to a multi-dimensional health score.
Get instantly alerted when churn risks or expansion opportunities are detected and keep your team proactive.
“The Velaris team goes above and beyond to make sure their customer needs are not just met, but exceeded.”
“A must-needed tool for your success team!”
“Velaris is allowing our customer success team to handle many more accounts and stay on top of our complex projects.”
You can let us to handle your migration
You’ll have a dedicated implementation manager who will scope your existing systems, migrate your data and set up the integrations (we support 70+).
You’ll get one-to-one attention, whether you’re enterprise or not.
Your organization might have unique integration needs. We’ll build custom solutions for you if necessary.
