view
See everything. Miss nothing.
No more scattered notes or siloed customer information. Just full visibility across the board.
Get up to speed on any account or organization in seconds
No more switching between systems just to understand what’s going on.
Headlines AI: account briefing
A detailed overview of account history, context, and next steps, delivered by AI.
Customer 360
Each account’s communications, activities, account plans, files and open deals in one window.
Timelines
See a timeline of activities and comms.
Action Logs
Log new tasks, notes and activities.
Your customer data, finally connected at every level
From contacts to accounts to parent orgs. Velaris maps them all.
List and kanban views
Set up your views, your way.
Filters and segments
Slice and dice your data.
Custom objects
Customized data structures that track partnerships, invoices.
The best teams build with Velaris
1M+
Automations live
25%
Increase in efficiency
40 hrs
A week saved
