We look forward to showing you Velaris, but first we'd like to know a little bit about you.
Scale Customer Success without losing visibility and control
Velaris is a Customer Success Platform that consolidates your disconnected customer data so you can get full visibility over your book of business.
Understand what’s going on with all your accounts at a glance
Predict risk and opportunity with customizable health scores
Create shareable reports on anything
Automate customer journeys for low-touch accounts
No more time wasted jumping between tools. We give you everything you need to understand your customers, predict churn and grow your accounts.
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It’s hard to build a proactive CS org without a clear picture.
The CRM and spreadsheet combo worked for a while, but you know that you need a new system when:
No one can see what’s going on with the accounts, so CS becomes reactive
Leadership is asking for reports, but putting them together is a nightmare
Accounts that get ignored silently churn, and you don’t know about it until it’s too late
But it’s not the team, it’s the tools.
Turn chaos into clarity with Velaris
Get the complete picture of your book of business
Never be caught off-guard by churn again.
Understand what’s happening with customers and catch risk signals early with Velaris.
Account views with multi-level parent-child relationships
Health scores based on fully customizable configurations
Alerts CSMs to risk in real-time
Summarizes historical and present information with AI (coming soon)
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Create sleek, shareable reports on anything
Velaris creates visualizations of any type of data in the platform.
We give you the reliable reports that you need to
Step into meetings with confidence
Justify strategic decisions
Prove your impact
And it’s not just structured data. Velaris AI analyzes unstructured data in your customer communications to create reports on trending topics and patterns in your support tickets, emails and meeting transcripts.
Let automations take care of your low-touch accounts for you
Use Velaris playbooks and email campaigns to automate low-touch customer journeys.
Reach the right customers at the time time with behavioural and time-based triggers
Personalize engagements with advanced segmentation and conditional logic
No complexity – use our drag-and-drop builder to visually build your flows
At Velaris, your ARR doesn’t define how we treat you.
Every customer gets the following:
Get immediate access to our CS team for quick responses and support
A human who’ll work with you to help you get the most out of the platform
Need integrations outside of our native connectors? We’ll build them for you
We’ll be with you every step of the way.
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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 is for Customer Success and Account Management teams in B2B organizations who need to scale and automate their operations.
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.
