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Compare Planhat and Velaris 
Featured Products
At a Glance
Market Segments
Mid-Market (60.9% of reviews)
Mid-Market (56.1% of reviews)
Entry-Level Pricing
Custom
No pricing available
Planhat
Star Rating
(882)4.5 out of 5
Market Segments
Mid-Market (60.9% of reviews)
Pros & Cons
Entry-Level Pricing
Custom
Learn more about PlanhatVelaris
Star Rating
(107)4.7 out of 5
Market Segments
Mid-Market (56.1% of reviews)
Pros & Cons
Entry-Level Pricing
No pricing available
Learn more about VelarisSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- G2 reviewers report that Planhat excels in providing a clean and intuitive interface, making it easy for users to track customer health and manage accounts effectively. Users appreciate the customizable dashboards that allow for quick insights into renewal risks and workflows.
- Users say that Velaris stands out as a comprehensive platform for client data management, integrating various tools into a single interface. This centralization simplifies data management, with users highlighting the ease of pulling reports on customer segments and usage.
- According to verified reviews, Planhat has received high praise for its quality of support, with users mentioning exceptional assistance from team members like Sabrina and Harrison. This level of support contributes to a positive user experience, especially during critical times.
- Reviewers mention that Velaris offers impressive AI features that enhance user experience, helping to automate processes and provide visibility on customer health. Users have noted that these features significantly streamline their workflows.
- G2 reviewers highlight that while Planhat has a solid overall rating, it faces challenges in ease of setup compared to Velaris, which is noted for its smoother onboarding process. Users have expressed that Velaris made their initial setup much easier, thanks to dedicated customer success management.
- Users report that both platforms are effective in customer monitoring, but Velaris slightly edges out with its enhanced reporting capabilities. Users appreciate how Velaris allows for detailed insights into customer engagement and health metrics, making it easier to identify upsell opportunities.
Pricing
Entry-Level Pricing
Planhat
From Start-up to Enterprise
Custom
Planhat is priced to fit your company size. You can view details here: https://www.planhat.com/pricing/
Velaris
No pricing availableFree Trial
Planhat
No trial information availableVelaris
No trial information availableRatings
Meets Requirements
8.6
734
8.8
103
Ease of Use
8.3
741
8.7
104
Ease of Setup
7.5
498
8.3
80
Ease of Admin
8.2
445
9.0
39
Quality of Support
9.2
713
9.5
102
Has the product been a good partner in doing business?
9.3
441
9.4
39
Product Direction (% positive)
9.2
684
9.7
103
Features by Category
Sales Force Automation
8.4
27
Not enough data
7.5
25
Not enough data
7.4
24
Not enough data
8.3
27
Not enough data
6.7
24
Not enough data
8.6
25
Not enough data
7.0
23
Not enough data
6.2
24
Not enough data
6.4
24
Not enough data
Marketing Automation
7.2
26
Not enough data
6.7
26
Not enough data
5.9
25
Not enough data
5.3
25
Not enough data
Customer Support
7.2
27
Not enough data
7.0
27
Not enough data
7.3
27
Not enough data
5.8
24
Not enough data
6.3
24
Not enough data
Reporting & Analytics
7.6
28
Not enough data
7.4
29
Not enough data
7.0
26
Not enough data
Mobile & Social
6.2
24
Not enough data
5.6
23
Not enough data
5.0
23
Not enough data
Platform
8.7
52
Not enough data
8.2
51
Not enough data
8.6
51
Not enough data
7.4
48
Not enough data
5.6
44
Not enough data
6.7
46
Not enough data
8.2
49
Not enough data
7.1
46
Not enough data
Integration
7.7
40
Not enough data
7.8
40
Not enough data
7.4
38
Not enough data
Generative AI
7.0
18
Not enough data
Agentic AI - CRM
6.1
17
Not enough data
6.4
17
Not enough data
6.5
17
Not enough data
5.9
17
Not enough data
6.5
16
Not enough data
6.1
16
Not enough data
6.0
16
Not enough data
Customer Information
8.6
555
|
Verified
8.9
89
8.8
549
|
Verified
8.8
88
8.8
560
|
Verified
8.8
89
8.2
545
|
Verified
8.7
86
8.5
512
|
Verified
8.6
87
8.0
489
|
Verified
8.6
85
7.2
420
|
Verified
8.4
83
Predictions
7.9
493
|
Verified
8.6
84
7.4
431
|
Verified
8.2
83
8.3
493
|
Verified
8.7
83
6.6
348
|
Verified
7.7
79
Platform
8.3
544
|
Verified
8.5
84
8.1
516
|
Verified
8.7
85
8.2
489
|
Verified
8.7
83
8.5
496
|
Verified
8.5
83
8.2
520
|
Verified
8.3
84
8.6
517
|
Verified
8.5
85
8.8
508
|
Verified
8.7
83
8.9
475
|
Verified
9.0
81
8.5
518
|
Verified
8.8
84
8.8
519
|
Verified
8.8
85
Generative AI
6.1
170
8.1
54
6.2
173
8.2
54
Agentic AI - Customer Success
6.3
98
8.8
12
6.7
98
Not enough data
6.8
101
9.7
12
6.5
97
Not enough data
6.2
98
8.5
12
Billing and Payments
7.9
80
Not enough data
7.6
68
Not enough data
7.5
74
Not enough data
Revenue Recognition
8.2
97
Not enough data
7.0
69
Not enough data
7.5
74
Not enough data
Revenue Optimization
8.1
103
Not enough data
7.4
78
Not enough data
8.2
106
Not enough data
7.8
92
Not enough data
Product Analytics
8.6
81
Not enough data
8.2
81
Not enough data
8.9
77
Not enough data
7.7
66
Not enough data
8.4
79
Not enough data
8.3
67
Not enough data
8.3
75
Not enough data
8.5
81
Not enough data
Agentic AI - Product Analytics
6.5
19
Not enough data
7.0
18
Not enough data
6.2
17
Not enough data
6.6
18
Not enough data
Data Sourcing
8.2
181
Not enough data
8.4
175
Not enough data
6.4
139
Not enough data
7.3
141
Not enough data
Intelligence
6.3
121
Not enough data
6.5
129
Not enough data
6.5
124
Not enough data
Sales Team
7.7
89
Not enough data
7.3
88
Not enough data
8.0
108
Not enough data
Intelligence
7.6
99
Not enough data
7.4
89
Not enough data
7.2
86
Not enough data
Mapping
6.9
84
Not enough data
8.2
99
Not enough data
Agentic AI - Customer Revenue Optimization
7.0
28
Not enough data
7.3
28
Not enough data
7.0
28
Not enough data
7.3
28
Not enough data
6.7
27
Not enough data
7.2
29
Not enough data
Platform Basics
8.0
166
Not enough data
7.9
151
Not enough data
8.2
146
Not enough data
7.7
132
Not enough data
7.8
137
Not enough data
Agentic AI - Customer Journey Mapping
6.4
36
Not enough data
Content
7.2
122
Not enough data
6.8
102
Not enough data
5.7
97
Not enough data
6.2
93
Not enough data
7.1
108
Not enough data
Collaboration
6.5
103
Not enough data
6.3
100
Not enough data
8.0
124
Not enough data
8.0
139
Not enough data
7.3
104
Not enough data
4.7
85
Not enough data
Onboarding Setup
8.6
252
Not enough data
8.1
256
Not enough data
8.6
258
Not enough data
Project Tracking
8.2
235
Not enough data
7.7
201
Not enough data
8.0
211
Not enough data
8.4
254
Not enough data
7.9
208
Not enough data
Customer Engagement
7.8
229
Not enough data
8.0
224
Not enough data
7.4
213
Not enough data
8.3
229
Not enough data
8.1
233
Not enough data
Customization - AI Agent Builders
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Functionality - AI Agent Builders
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Data and Analytics - AI Agent Builders
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Integration - AI Agent Builders
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Functionality
7.6
54
Not enough data
7.4
50
Not enough data
7.5
46
Not enough data
7.2
49
Not enough data
7.2
54
Not enough data
Management
8.1
61
Not enough data
8.3
61
Not enough data
7.2
48
Not enough data
8.2
63
Not enough data
8.1
49
Not enough data
Generative AI
6.4
31
Not enough data
6.6
31
Not enough data
Categories
Categories
Shared Categories
Planhat and Velaris are categorized as Customer Success
Unique Categories
Velaris has no unique categories
Reviews
Reviewers' Company Size
Planhat
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Velaris
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Computer Software
37.7%
Information Technology and Services
18.4%
Marketing and Advertising
7.9%
Education Management
2.5%
E-Learning
2.3%
Other
31.2%
Computer Software
25.2%
Information Technology and Services
19.6%
Marketing and Advertising
12.1%
Logistics and Supply Chain
5.6%
Mental Health Care
2.8%
Other
34.6%
Discussions
How long did it take to implement?
2 Comments
PB
6 weeks or so, but most of my time was spent organising our data rather than customising PH itself so it depends on what sort of state your data is in.Read more
What's the best way to manage crossell opportunities on planhat?
1 Comment
Official Response from Planhat
Hi Pedro,
Thanks for your question!
There are several ways to manage cross-sale opportunities in Planhat. Firstly, intelligent triggers and alerts can...Read more
How can I, launch two simultaneos NPScampaings
1 Comment
Official Response from Planhat
Hi Matheus, your CSM will be in touch shortly and help you to set it up :)
Read more
Velaris has no discussions with answers
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