We look forward to showing you Velaris, but first we'd like to know a little bit about you.
The AI-augmented Customer Success Platform that helps you manage customers at scale
Velaris consolidates your disconnected customer data to give you full visibility and control over your CS operations.
- Understand the health of your accounts at a glance
- Get easy-to-share dashboards of any report you need
- Automate customer journeys for low-touch accounts
- Integrate easily with your existing tools — without needing to pull dev resources
Plus, we don’t play favourites. You’ll get personalized service and high-touch implementation – regardless of your company size.
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Trusted by
It’s hard to build a proactive CS org without a clear picture.
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
Velaris helps you build out your CS function
without losing visibility and control
Get the complete picture of your book of business
A 360 view of customers that helps you understand what’s happening with customers at any given time.
- Supports multi-level parent-child relationships
- Calculates 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.
Dedicated Slack channel
Get immediate access to our CS team for quick responses and support
Dedicated CSM and implementation manager
A human who’ll work with you to help you get the most out of the platform
Platform customization
Need integrations outside of our native connectors? We’ll build them for you
Weekly catch-up calls, during onboarding – and beyond.
We’ll be with you every step of the way.
Taran Hercules
Head of Client Success
Stephanie Hanakova
Customer Operations Manager
Jose Carlos Vasquez
Senior Customer Success Specialist
Charlie Edwards
Customer Success Manager
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Your team deserves better than spreadsheets and guesswork.
Velaris gives you full visibility, smart automation, and hands-on support—no matter your team size.
“Do you integrate with X?”... and other frequently
asked questions
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What integrations does Velaris support?
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).
Who is Velaris for?
Velaris is for Customer Success and Account Management teams in B2B organizations who need to scale and automate their operations.
Do you support B2B2B or B2B2C business models?
Yes we do.
Our customer data is complex and needs a platform that supports complex parent-child relationships. Does Velaris accommodate this?
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.
Have more questions? Request a demo and we’ll show you exactly how everything works.
