We look forward to showing you Velaris, but first we'd like to know a little bit about you.
The AI customer success tool for SaaS products
No more fragmented customer data or disconnected tools. Velaris is the AI platform that
Creates a unified picture of customers from all your siloed systems
Alerts you to churn risk and expansion opportunities
Answers every question about what’s happening post-sales
Handles your low-touch accounts and admin work with automations and agents
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“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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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 is the customer success management tool that makes post-sales scalable and efficient.
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.
AI-powered customer health scoring to identify churn and expansion signals
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 goes beyond simple summaries and isolated workflows.
Our Copilot listens in the background, works alongside you, and delivers output based on the full context of your post-sales operations.
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.
Global Head of 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.