We look forward to showing you Velaris, but first we'd like to know a little bit about you.
Velaris centralizes your customer data, monitors churn risk, and deploys AI agents to take the repetitive, low-value tasks off your team’s plate.
✅ Get full visibility over your customers and operations in one place
✅ Handle more accounts with the team you already have
✅ Build a CS team that remains proactive even as you scale
“Velaris helps manage my team's book of business with customer health scores, AI evaluation of customer interactions, and churn alerts.”
"Velaris has been an excellent partner for our CS operations. The platform is smart, intuitive, and genuinely easy to use and configure.”
“You can't get it anywhere else. It will move the needle on the way people are working."
“We were missing a full end to end customer view and the ability to automate a number of repetitive tasks. Velaris has given us the ability to track our clients' progress from onboarding to offboarding.”
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Your customers are growing, but your team is falling behind.
Maybe you’ve built some automations or connected Claude with your CRM, but still keep running into problems.
Critical customer information is scattered in multiple places
You still don’t have a reliable, scalable way to measure customer health.
Your CSMs have built DIY AI agents and automations, but are still reactive rather than proactive
Ask questions about your customers in natural language and get answers in seconds
Velaris Copilot can deliver any information you need about your customers and operations.
✅ Detailed summaries of any customer
✅ Shareable dashboards and reports
✅ Performance reports about your team
It’s more accurate and efficient than Claude, and you don’t need to leave the tab you’re already on.
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Deploy platform-native agents that monitor customer health and act as first-responders to risk
Agents monitor every communication and quantitative data point to predict churn and act before it’s too late.
✅ More accurate health assessments
✅ Automated communications to respond to risk and opportunity
✅ Human-in-the-loop design
Automate busywork to improve your team’s capacity
You can use Velaris to automate
✅ Creating personalized account plans and QBRs at scale
✅ Low-touch comms and email sequences
✅ Sales handovers
…and much more.
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.
account coverage
saved per CSM
saved
Global Head of Customer Success
Cutting-edge AI paired with all the traditional tools you need for proactive Customer Success
“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.
Velaris is an AI-native Customer Success Platform built for mid-market and enterprise B2B SaaS teams. From customer health scoring and churn prediction to onboarding automation, renewals, and expansion workflows, Velaris helps recurring revenue teams understand account health, reduce churn, and scale customer success with greater visibility and control.