Velaris: The Operating System for Modern Customer Success

Velaris is a comprehensive Customer Success Platform designed to empower proactive CSMs with a unified, AI-enabled workspace. It integrates customer data, automation, productivity, collaboration, and AI-assisted capabilities to help CS teams gain full visibility, automate repetitive tasks, and collaborate effectively with customers—all from a single platform. Velaris targets organizations seeking scalable, high-touch or low-touch CS models with flexible deployment and integration options.

Key Capabilities

Data and Analytics: 360-degree customer view, health scores, real-time insights, and customizable dashboards.
Automations: Drag-and-drop automation builder to automate internal and customer-facing actions.
Productivity and Collaboration: Project management, playbooks, success plans, task management, and in-app customer collaboration.
Campaigns and Surveys: Native surveys (NPS, CSAT, CES coming soon), and customer portal for collaboration.
Integrations and Security: Broad integrations to connect data sources and ensure secure data handling.
Velaris AI: AI-powered analytics, sentiment analysis, auto-created tasks, and account summaries.
Customer Portal (Connect): In-app collaboration with customers, shared projects, and task visibility.
Campaigns: Email templates and analytics to scale customer communications.

How Velaris Helps Different Roles and Teams

By Role: Executive, CS Leader, CS Manager, CSM, Onboarding, Sales, Product, Customer Marketing.
By Team: Onboarding, Sales, Product, Customer Marketing.
By Model: High touch (enterprise-grade service), Low touch (digital CS with scalable automation).

Core Features

360° Customer Data View: Consolidated customer information from all systems for a comprehensive, real-time picture.
Health Scores: Flexible, dynamic health scoring for accounts, products, and users; customizable by lifecycle stage.
Real-time Insights & Reporting: Custom dashboards, reports, and alerts to stay ahead of customer needs.
Automation Builder: Drag-and-drop workflow designer to automate repetitive CS processes.
Productivity & Collaboration: Integrated project management, playbooks, success plans, and a unified collaboration space (Connect).
Surveys & Feedback: Native NPS/CSAT surveys with upcoming CES and PMF support; in-app delivery and results integration.
Customer Portal (Connect): A dedicated space for customers to view tasks, projects, and collaborate without leaving the app.
Campaigns & Email Templates: Create, customize, and scale email communications with analytics.
Velaris AI: Sentiment analysis, auto-generated tasks from communications/behavior, and summarized account insights.
Ready-to-implement Deliverables: Quick setup with minimal need for tech-team coding; tailored integrations when needed.

How It Works

Velaris ingests data from multiple systems to form a unified Customer 360 view.
Health scores, insights, and dashboards help teams monitor at-risk accounts and prioritize actions.
Automation builder enables scalable workflows for internal processes and customer-facing actions.
Productivity tools (playbooks, success plans, task management) streamline onboarding, renewal, and expansion activities.
Connect enables collaboration with customers directly in the platform, aligning teams and customers on shared outcomes.
Velaris AI enhances decision-making with sentiment analysis and automated task creation from communications.

Integrations and Security

Velaris supports integrations with 50+ tools to centralize data and workflows.
Emphasis on secure data handling and governance across customer, product, and usage data.

Customer Experience & Outcomes

Faster time-to-value with minimal coding required for setup.
Proactive CS operations with real-time insights and automated workflows.
Improved collaboration with customers through Connect and shared success plans.
Scalable CS strategy adaptable to high-touch or low-touch models.

Example Use Cases

Onboarding: Automate onboarding projects, track progress, and measure success outcomes.
Health Monitoring: Create dynamic health scores to flag at-risk accounts early.
Campaigns: Scale customer communications with templated emails and performance analytics.
Growth & Retention: Use AI-generated insights and tasks to drive renewals and expansion.

Safety and Privacy Considerations

Data is centralized for analysis and automation; ensure proper governance for sensitive customer information.
Use sentiment analysis and health scores responsibly, avoiding misinterpretation of customer signals.

Pricing and Availability

Velaris emphasizes rapid deployment, no heavy coding requirements, and optional bespoke integrations.
Access to AI features and advanced analytics is integrated within the platform, with scalable options for teams.

What Customers Say

Testimonials highlight fast value, deep insights, and strong support.

Related Resources

Resource Hub with case studies, articles, glossaries, product updates, and metrics calculators.
Integrations catalog and security documentation.

Summary

Velaris is a holistic CS platform designed to unify customer data, automate workflows, empower collaboration, and leverage AI to deliver proactive customer success at scale. It supports diverse roles, teams, and operating models, with a focus on speed, ease of use, and measurable outcomes.

360° customer data view
Dynamic health scores for accounts, products, and users
Drag-and-drop automation builder
Productivity and collaboration tools (playbooks, success plans, task management)
Customer Portal (Connect) for in-app collaboration
Native surveys (NPS/CSAT; CES coming soon)
Velaris AI for sentiment analysis and auto-generated tasks
Campaigns with email templates and analytics
Broad integrations (50+ tools) and secure data handling
Quick onboarding with no heavy coding required

Velaris Customer Success Platform

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