We look forward to showing you Velaris, but first we'd like to know a little bit about you.
Coordinate, automate, and monitor onboarding and implementation projects
All the tools you need to collaborate with customers, monitor progress, and streamline your onboarding process from start to finish.
Build collaborative onboarding workspaces for every customer
Create and edit onboarding plans, implementation docs, task lists in shareable Notion-like Canvases.
Upload files and pull live customer data directly into each Canvas, such as health scores, lifecycle stage, renewal dates, usage signals, and other account attributes.
Ask Copilot to draft docs and crunch data for you inside any Canvas
Get customer-ready onboarding plans drafted for you in minutes.
No need to upload transcripts or check your CRM. Copilot analyzes all your transcripts, emails, messages and other data that already lives in Velaris, and creates plans tailored to each account.
Assign and track shared tasks through our customer portal
Create and assign onboarding tasks through our customer portal.
Customers can view and complete tasks through a widget embedded on your platform interface and remove the need for them to sign in to yet another platform.
Manage your tasks and projects in a single organized workspace
Organize your tasks in a list or board view to easily keep track of everything that needs to be done.
Create individual onboarding plans for each customer using Success Plans and monitor their progress.
Automate repetitive workflows with agents and automations
Save time with agents and automations that work across all your tools, not just Velaris.
Automate sales hand-offs, low-touch onboarding journeys, meeting follow-ups and more.
Monitor how each onboarding project is progressing and identify issues early
Track the health of your customers throughout their onboarding journey with custom health scores.
Understand which projects are going off track and proactively address complications.
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We can now track our implementations and customer relationships on Velaris. We can easily see reports on everyone's activity, how long implementations take and track customer health. Velaris helped us save time and helped us increase our retention by easily spotting customers who are at risk of churning.
The CSP vendor that gives you the services you deserve
Done-for-you setup
We’ll migrate your data and build out the first playbooks and automations for you.
Unlimited integrations
We’ll connect to any tool in your tech stack, even if we need to build a custom integration for you.
Free CS consulting
We’ll work with you to develop CS processes and workflows that are molded to your unique needs
