Velaris is a customer success platform designed to give customer success teams a unified workspace for managing accounts, tracking customer health, and automating repetitive tasks. It consolidates customer data from multiple sources into a single view, enabling teams to identify at-risk accounts, monitor engagement, and take proactive action. The platform includes tools for building health scorecards, managing tasks and playbooks, tracking customer goals and milestones, and generating reports on portfolio performance. Velaris also offers in-app survey capabilities and a customer-facing portal to facilitate collaboration between vendors and their clients. It is positioned for B2B SaaS companies looking to scale their customer success operations without adding headcount, by automating manual workflows and surfacing actionable insights from customer data.
Target audience and deployment
- Startup
- SMB
- Mid-market
- Cloud
Key features
Use cases
- Monitor customer health scores
- Automate customer success workflows
- Manage customer portfolios in a unified workspace
- Track customer goals and milestones
- Collect customer feedback via in-app surveys
- Generate portfolio and performance reports
Best for
- Customer Success Managers who need to proactively monitor and manage at-risk accounts
- CS Leaders who need to report on portfolio health and team performance
- B2B SaaS teams who need to automate repetitive customer success workflows at scale
- Account Managers who need a unified view of customer data across multiple tools
Integrations
Communication
Slack, Gmail, Outlook
CRM & sales
Salesforce, HubSpot
Customer support
Zendesk, Intercom
Other
Segment, Mixpanel, Stripe