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The State of AI in Customer Success 2026

All the tools you need in one license.

5 users. Unlimited viewers. Add-ons available.

View

✔️ Accounts, contacts and organizations
✔️ Customer 360
✔️ 3 custom objects
✔️ Account summary (AI)

Analyze

✔️ Health scores
✔️ Surveys
✔️ Reporting dashboards 
✔️ Conversation analysis (AI)
✔️ Sentiment scores (AI)

Orchestrate

✔️ Automations
✔️ Email campaigns

Execute

✔️ Playbooks
✔️ Success Plans
✔️ Task manager

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Onboarding: Customer Portal

  • Shared projects

  • Shared tasks

  • Embedded widget

Support: Velaris Support

  • Ticket management

  • Shared inbox

  • Embedded chat window

  • AI support agent

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Discover the difference it can make for your team.

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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.

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Velaris: The Only Vendor Recognized as a Visionary in the 2025 Gartner® Magic Quadrant™ for Customer Success Platforms

Gartner, Magic Quadrant for Customer Success Platforms, Michael Maziarka, Daniel Hawkyard, et al., 3 November 2025

GARTNER is a registered trademark and service mark and MAGIC QUADRANT is a trademark of Gartner, Inc. and/or its affiliates in the U.S. and internationally and are used herein with permission. All rights reserved.

Gartner does not endorse any vendor, product or service depicted in its research publications and does not advise technology users to select only those vendors with the highest ratings or other designation. Gartner research publications consist of the opinions of Gartner’s research organization and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose.

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