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We are using Velaris to
manage our book of business
all in one place.
The platform offers health
scores, playbooks and
success plans that help us
keep track of customer
health and initiatives. Since
implementing Velaris all our
processes have become
standardized as everyone
follows the same playbooks.
The AI features they offer are
also extremely helpful in
making my daily workflows
more efficient. Thanks to their
meeting summary agent, I’m
able to quickly recall key
information and actions
discussed during customer
calls without rewatching
recordings. Review collected by and hosted on G2.com.
There are sometimes a few
bugs in the UI that throws me
off now and then. Review collected by and hosted on G2.com.
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Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.





