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Velaris Logo

AI platform for managing customer success teams

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Velaris - 2026 Pricing, Features, Reviews & Alternatives

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Velaris overview

What is Velaris?

Velaris is an AI-powered customer success platform that empowers Customer Success teams to understand their customers, streamline their operations, and save hours of manual work. The platform provides a comprehensive set of features to help organizations achieve their customer success goals.

At the core of Velaris is a powerful data and analytics engine that offers a 360-degree view of customer accounts, custom data hierarchies, dynamic health scoring, and advanced reporting capabilities. This allows teams to gain deep insights into their customer base and make data-driven decisions. The platform's unrivaled automation capabilities enable users to put manual tasks on autopilot, scaling their customer success efforts through drag-and-drop workflows.

Velaris also excels in boosting team productivity and collaboration. It combines the functionality of leading project management tools with the entire customer data set, allowing users to standardize processes, track customer outcomes, and seamlessly work together both internally and with their customers. The platform's flexible customer engagement features, including surveys, campaigns, and a customer portal, empower teams to deliver personalized experiences that delight their customers. With a robust integration ecosystem and enterprise-grade security, Velaris is designed to be the central hub for modern customer success operations.

Key benefits of using Velaris

  • Gain a real-time, 360° view of every customer account by unifying data from CRM, support, product usage, and more within Velaris.
  • Reduce churn and improve retention with dynamic, customizable health scores that adapt based on live customer behaviors and milestones.
  • Automate onboarding, renewals, and expansion workflows using powerful playbooks and trigger-based actions, built directly into Velaris.
  • Track every stage of the customer journey with visual journey mapping and segmentation tools tailored to different personas and lifecycle phases.
  • Leverage AI-driven insights to predict churn, identify expansion opportunities, and surface next-best actions based on historical patterns and real-time data.
  • Easily integrate Velaris with Salesforce, HubSpot, Zendesk, Segment, and other tools to create a seamless Customer Success ecosystem.
  • Starting price


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    Velaris’s user interface

    Ease of use rating:

    Velaris reviews

    Overall rating

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    No reviews

    Rating breakdown
    • Value for money
    • Ease of use
    • Features
    • Customer support
    Rating distribution

    5

    4

    3

    2

    1

    0

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    Velaris's features

    Account alerts
    Account Management
    Activity dashboard
    Activity tracking
    API
    Churn management
    Collaboration tools
    Communication management
    Configurable workflow
    Contact management
    CRM
    Customer database
    Customer engagement
    Customer experience management
    Customer history
    Customer management
    Customer segmentation
    Customizable reports
    Customizable templates
    Drag & drop
    Email management
    Engagement tracking
    Event triggered actions
    Feedback management
    Health score
    Monitoring
    Multi-Channel communication
    NPS of customers
    Onboarding
    Performance metrics
    Real-Time data
    Real-Time notifications
    Renewal management
    Reporting & statistics
    Reporting/Analytics
    Revenue management
    Survey/Poll management
    Surveys & feedback
    Task management
    Third-Party integrations
    Usage tracking/analytics
    Widgets
    Workflow management

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    Velaris support options

    Typical customers

    Freelancers
    Small businesses
    Mid size businesses
    Large enterprises

    Platforms supported

    Web
    Android
    iPhone/iPad

    Support options

    Email/Help Desk
    Knowledge Base
    Chat
    Phone Support

    Training options

    Live Online
    Webinars
    Documentation
    Videos

    Velaris FAQs

    Q. Who are the typical users of Velaris?

    Velaris has the following typical customers:
    Large Enterprises, Mid Size Business, Small Business

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    Q. What languages does Velaris support?

    Velaris supports the following languages:
    English


    Q. Does Velaris offer an API?

    No, Velaris does not have an API available.


    Q. What other apps does Velaris integrate with?

    Velaris integrates with the following applications:
    PayPal, Dropbox Business, Jira, Discord, Calendly, IMAP, Tidio, Gmail, MongoDB, OneDrive, Airtable, Trello, Google Drive, PostgreSQL, Pipedrive, Zoom Workplace, Microsoft Teams, WordPress, Freshdesk, Brevo, MySQL, Stripe, Jotform, Slack, SMTP, Typeform, monday.com, ClickUp, Google Meet, Salesforce Customer360, Google Calendar, Mailchimp, Tally Integrations, Asana, Notion, HubSpot CRM, Google Sheets, Intercom, Shopify, Zendesk Suite, Microsoft Excel


    Q. What level of support does Velaris offer?

    Velaris offers the following support options:
    Email/Help Desk, Knowledge Base, Chat, Phone Support

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