We look forward to showing you Velaris, but first we'd like to know a little bit about you.
Manage and grow your customers within a single AI platform
Stop battling with fragmented data and disconnected tools.
Velaris is the AI-native CS platform that:
Shows every customer interaction and activity in one place
Identifies churn and expansion signals from customer data and conversations
Automates low-touch interactions and data management
Tracks your team’s actions, progress and impact
…so you can scale without chaos.
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"Velaris is allowing our customer success team to handle many more accounts and stay on top of our complex projects."
"Flexible platform and perfect for day-to-day operations in CS"
"A must-needed tool for your success team!"
"The best option to organize your customers and know their health."
Scattered data is slowing your team down.
You may have tried to make it work by stitching together your CRM, some spreadsheets and a few automations but you know you need a new system when:
Your team becomes reactive because it’s hard to track what’s happening with your accounts.
Your portfolio is growing but the team can’t handle more accounts sustainably.
Churn risk and expansion opportunities fly under the radar because everyone is busy with admin work.
Velaris centralizes your customer data and handles the busywork so that you can build a proactive, scalable CS org.
Track everything that happens with each account.
Velaris records all customer data, interactions, projects and tasks in one place, showing your team exactly what needs to be done next.
Real-time health scores show you which accounts need attention.
AI account summaries catch you up on major events in the past quarter.
Slack and meeting summaries keep you informed on the latest conversations.
360 degree customer profiles show you the status of every account and link to tasks and account plans.
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Service more accounts with less effort using automation.
Velaris eliminates repetitive communications and data updates so you can focus on churn mitigation and expansion strategies.
Send emails and messages based on schedules or event triggers
Segment your customers so that every account gets the right message at the right time
Automatically populate data fields to keep your data clean without manual updates
Make more confident decisions with comprehensive reports.
Velaris turns your messy data into insights that can back strategy.
Identify trends in voice of customer data (think tickets, emails and messages) using AI Trending Topics.
Measure performance, model forecasts and evaluate usage patterns in Dashboards.
Ask our AI Copilot for insights on customer conversations, team processes and support tickets.
All the tools you’ll need for proactive Customer Success
Plus the most advanced AI teammate in the industry to amplify your team
Velaris AI Copilot goes beyond simple summaries and [whatever churnzero does].
It works alongside you and helps you with your daily work like a real teammate.
You can ask Copilot to:
Run reports
Analyze churn reasons
Identify process bottlenecks and challenges
Help you build tailored Success Plans
…and more!
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Why choose Velaris?
We are building AI into the foundations of our systems, not just as a bolt-on.
Our AI Copilot is one-of-a-kind, and will only get better.
Our multi-layer data hierarchies and custom objects accommodate complex parent-child relationships between accounts, users, parent companies and partners.
High-touch service for everyone, no exceptions.
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“Do you integrate with X?”... and other frequently asked questions
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With Velaris, you can integrate with any tool that has a public API. If our portfolio of native integrations aren’t enough for you, we will build out custom integrations with any tool you need in just 8 weeks (we handle all the heavy lifting – no need to pull dev resources on your side).
Velaris best suited for Customer Success and Account Management teams in midmarket and enterprise B2B organizations with recurring revenue streams. Velaris may not be suitable for you if:
- You have less than 3 members in your post-sales teams and you don’t plan on hiring more
- You want a cheap, simple tool with rudimentary features
- Your business operates with less than 50 employees
Post-sales looks different at every organization. Because of this, we build tailored plans for our customers based on their specific needs.
Yes we do.
Absolutely. Velaris was built with flexibility in mind. Our data entities show you your book of business on the contact, account and wider organizational level. You can also link other types of relationships like partnerships with custom objects.
