Velaris

The Operating System for modern Customer Success

Contact for Pricing

Description

Velaris serves as a comprehensive operating system tailored for modern Customer Success (CS) teams. It aims to enhance customer understanding, optimize operational workflows, and reduce manual effort through intelligent automation. The platform centralizes customer information from various systems, providing a clear 360-degree view of accounts.

Leveraging AI, Velaris offers powerful analytics capabilities, including flexible health scoring for accounts, users, and products, along with sentiment analysis derived from customer communications. It features a drag-and-drop automation builder to streamline both internal processes and customer-facing interactions. Additionally, the platform includes productivity tools like task management and success plans, alongside collaboration features such as a customer portal and survey tools, facilitating better engagement and alignment between CS teams and their clients.

Key Features

AI-Powered Data & Analytics: Delivers a 360° customer view, flexible health scores, custom reporting, sentiment analysis, and identifies key topics.
Drag-and-Drop Automation Builder: Enables creation of automated workflows for internal and customer-facing tasks without coding.
Productivity Suite: Includes task management, playbooks, success plans, and action items integrated with customer data.
Customer Collaboration Tools: Features campaigns, a customer portal (Connect), surveys (NPS, CSAT), and an AI writing assistant.
Flexible Health Scores: Allows configuration of dynamic health scores tailored to customer lifecycle stages for accounts, users, and products separately.
Velaris AI: Performs sentiment analysis, auto-creates tasks, generates account summaries, and assists with email drafting.
Account Plans & Success Plans: Facilitates setting outcome goals for customers and tracking progress automatically.
Integrations & Security: Offers connectivity with 50+ tools and emphasizes data security.