# Velaris Reviews **Vendor:** Velaris **Category:** [Customer Success Software](https://www.g2.com/categories/customer-success) **Average Rating:** 4.5/5.0 **Total Reviews:** 125 ## About Velaris Velaris is the intelligent AI system for managing customers at scale. It centralizes your customer data, analyzes it to surface health signals, automates admin work and helps you stay on top of your tasks. Track everything that's happening with your customers in one place. Get alerted to churn risk and expansion opportunity with AI-augmented health scores. Automate repetitive tasks with AI agents and agentic workflows. Standardize processes with repeatable playbooks. Organize projects and docs in an AI-augmented collaborative workspace. Request a demo to see our agentic platform in action. ## Velaris Pros & Cons **What users like:** - Users value the **ease of automation** in Velaris, enhancing efficiency and streamlining customer management processes seamlessly. (7 reviews) - Users appreciate the **ease of use** of Velaris, benefiting from streamlined access to client data and metrics. (7 reviews) - Users value the **customer health score and insights features** of Velaris, enhancing their understanding of client interactions. (6 reviews) - Users value the **time-saving efficiency** of Velaris, allowing teams to focus on customers instead of software struggles. (6 reviews) - Users praise the **exceptional customer support** of Velaris, highlighting responsiveness and dedicated communication channels. (5 reviews) - AI Integration (4 reviews) - Users value the **centralized information** of Velaris, enhancing data management and insights for improved productivity. (4 reviews) - Users appreciate the **seamless integrations** of Velaris, streamlining customer data for enhanced efficiency and insights. (4 reviews) - Users value the **exceptional customer support** from Velaris, enhancing their ability to effectively manage client relationships. (3 reviews) - Users find Velaris' UI to be **highly intuitive and user-friendly** , enhancing their customer success management experience significantly. (3 reviews) **What users dislike:** - Users desire more **customization options** for the Velaris interface and reporting features to better suit their needs. (2 reviews) - Users find **implementation tricky** , particularly with data mapping, though support from the Velaris team helps resolve issues. (1 reviews) - Users find the **learning curve steep** initially, making it challenging to navigate the Velaris platform effectively. (1 reviews) - Users are frustrated by the **lack of shareable Success Plans** , limiting collaboration with customers and hindering effectiveness. (1 reviews) - Users find the **intuitive design lacking** , noting that event data presentation needs improvement for better discoverability. (1 reviews) - Users experience **slow performance** with Velaris, particularly during peak times, impacting overall workflow and productivity. (1 reviews) - Users find the **steep learning curve** of Velaris challenging, often feeling confused when first navigating the interface. (1 reviews) ## Velaris Reviews ### 1. Powerful CS management tool, easy to use with an outstanding team **Rating:** 5.0/5.0 stars **Reviewed by:** Jéssica L. | CS Operations & BI Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** March 05, 2026 **What do you like best about Velaris?** Velaris has been an excellent partner for our CS operations. The platform is smart, intuitive, and genuinely easy to use and configure. The Velaris team is extremely responsive and thoughtful. They quickly grasp our needs and stay proactive about implementing improvements that help drive our adoption of the platform. One thing I especially value is that their team manages the automation setup on our behalf, which lets us stay focused on strategic planning and operational improvements instead of getting pulled too far into technical configuration. Our onboarding was smooth and efficient. Sahas did a fantastic job leading the implementation and making sure everything was set up correctly from day one. Since then, our CSM, Hassan, has been excellent at helping us continuously optimise how we use the tool and ensuring it keeps evolving with the needs of our CS team as we grow. The Copilot functionality is particularly impressive. It gives a clear, comprehensive view of account health by bringing together insights from multiple customer touchpoints, making it much faster for our team and leadership to understand what’s happening in each account. In addition, the Velaris Data team has been very effective in supporting us with customised dashboards that help us track performance and make better, more informed decisions. **What do you dislike about Velaris?** Our use case requires that the same contact can be associated with multiple accounts, since the same end users may access different environments of our product. To track usage accurately, we need to analyze user activity separately across these environments, even when it’s the same individual. We addressed this by tracking usage data directly at the account level, which gives us clear visibility into engagement within each environment. However, with this approach, we can’t track usage at the individual user level in our specific use case. **What problems is Velaris solving and how is that benefiting you?** It tracks all customer touchpoints and uses AI to provide clear insights and summaries. It also helps automate CS workflows and offers insightful dashboards. The Velaris team handled the entire setup on our behalf, which freed us from the technical details and made the process much easier. ### 2. Intuitive CRM with Automation, Stability Needs Improvement **Rating:** 3.5/5.0 stars **Reviewed by:** Matyas S. | Manager, Customer Success, Small-Business (50 or fewer emp.) **Reviewed Date:** March 26, 2026 **What do you like best about Velaris?** I am using Velaris daily as a CRM app for my portfolio of all clients. It helps me organize and segment my clients efficiently and allows me to navigate between accounts quickly and manage my daily work in one place. I like adding tasks, writing emails, and keeping track of client communications as it helps my workflow to be faster and clearer. I find the interface is kinda easy to learn. I like making the scenarios, and automation is helping a lot. It's easy to see in which stage the current client is, and it automates my work smoothly. **What do you dislike about Velaris?** Velaris has a lot of problems with stability. I've noticed many times the screen loads very slowly, and when I try to save or add something, it's very slow or doesn't work at all. The system needs improvement, especially when adding new entries around contacts and organization. It's hard to navigate which contact is who within an organization because all contacts show the company name, making it impossible to know who's who. Compared to HubSpot, Velaris needs to work on stability and quickness. **What problems is Velaris solving and how is that benefiting you?** I use Velaris to organize and segment my clients efficiently, manage my work in one place, and automate tasks for a smoother workflow. ### 3. Integrates Well, But Needs Faster Updates **Rating:** 3.0/5.0 stars **Reviewed by:** Josh S. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 19, 2026 **What do you like best about Velaris?** I use Velaris as our CRM system for customer success, and what I like most are its integrations and use of AI. It integrates with our tech stack and is easy to play with others. The AI features are particularly helpful because they allow us to summarize everything on an account level. This enhances our ability to manage clients better by helping us score and aggregate our data. **What do you dislike about Velaris?** It takes a really long time for Velaris to make changes, and we are still formatting things after a year. They have a lot of staff turnover, which makes it hard to get continuity when you have a new account manager and CSM every 3/4 months. The initial setup was not easy at all. **What problems is Velaris solving and how is that benefiting you?** I use Velaris as our CRM system for customer success, and it helps us manage our clients better by scoring and aggregating our data. Its AI features summarize account details, and it integrates well with our tech stack. ### 4. Intuitive with Room for Improvement **Rating:** 3.5/5.0 stars **Reviewed by:** Daniela S. | Onboarding Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** March 10, 2026 **What do you like best about Velaris?** I like that almost all tasks can be done via Velaris and it helps me filter better when searching for a specific organization. I also appreciate the filters and dashboards, as there are many options for setting up a view based on specific filters, which makes it easier to overview tasks and requests. Plus, the initial setup was quite easy and intuitive. **What do you dislike about Velaris?** I dislike that there is no possibility to log a call in Velaris, which limits my ability to keep track of phone interactions with contacts. I find it inconvenient that I can't save a note easily; there is no button for saving, and if I miss-click, the note won't be saved. I'm frustrated that I can't pin important notes, as I'd have to scroll through tasks to find them. Lastly, inserting URLs is a hassle because only YouTube links work with copy-paste, while other links require me to use a very hidden button. **What problems is Velaris solving and how is that benefiting you?** I use Velaris to manage tasks, emails, notes, and calls. It solves task management issues by allowing nearly all tasks to be done within it, and it improves efficiency with specific filters and dashboards, making task and request oversight easier. ### 5. Comprehensive CRM with Powerful Integrations **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** March 10, 2026 **What do you like best about Velaris?** I like Velaris because of its complexness. You can do a lot of stuff with it, and it helps make life easier by automating lots of processes. It's also great because you can sync it with Outlook and different programs. I find it valuable that when I send an email from Outlook, all the information is available in Velaris, and all my colleagues can access it. This is really useful for continuity if I'm on vacation or leaving the company. I also like that you can create scenarios and manage email threads easily. **What do you dislike about Velaris?** There are some minor things. For example, if I'm writing a note and I don't put a headline there and want to save it, it's not possible to save. And then when I fill the headline, it's still not possible to save it. I have to delete it and do it all over again. So it's these minor things like user experience stuff. Also, some of the automations are not done yet, but I think it's not a problem of Velaris, but it's still part of the integration process with our team and Velaris team. **What problems is Velaris solving and how is that benefiting you?** Velaris consolidates client information from different programs, solving my problem of fragmented data and making preparations like QBR easier. ### 6. AI-Driven Insights, Challenging Setup **Rating:** 3.5/5.0 stars **Reviewed by:** Shadi M. | Senior Director of Account Management, Small-Business (50 or fewer emp.) **Reviewed Date:** March 12, 2026 **What do you like best about Velaris?** I love the AI capabilities of Velaris, which really help to leverage a large data set in Salesforce by integrating in a way that allows us to prompt on specific accounts or a variety of accounts to find clarity without manual data analysis. The AI Copilot is fantastic, and the account health feature is also fantastic. Headlines has been a big help for leadership. **What do you dislike about Velaris?** Set up time is taking longer than expected. A lot of custom work has to be built. Even though the Velaris team has been outstanding in building what we need, the building takes time. The reality is we won't see full adoption for a year. Initial setup was not easy as my point above stated lol. **What problems is Velaris solving and how is that benefiting you?** Velaris helps us track customer health and automates repetitive tasks for account managers. It integrates AI with our Salesforce data to provide clarity without manual analysis. ### 7. Better Health Scores and fine support **Rating:** 3.5/5.0 stars **Reviewed by:** Lennart O. | Project Lead, Mid-Market (51-1000 emp.) **Reviewed Date:** March 13, 2026 **What do you like best about Velaris?** I appreciate how Velaris helps our customer success team by keeping all actions and tasks in one place and applying automations. One of the main problems that Velaris solves for us is the health scores; it gives us a better indication of the scores per customer segment. Additionally, I find the people at Velaris very pleasant to work with. They respond quickly, help you with everything, and are incredibly friendly. **What do you dislike about Velaris?** Implementing Velaris is quite complicated. Velaris does not yet have all the integrations we need available natively, so we have had to work closely with the Velaris implementation team. This takes some time. **What problems is Velaris solving and how is that benefiting you?** Velaris solves the problem of health scores by correlating data from different systems. Velaris can also record a separate health score for each customer segment. This gives us a better indication of customer valuations. ### 8. Velaris: Intuitive, Highly Customizable - with AI that actually provides value **Rating:** 5.0/5.0 stars **Reviewed by:** Bobby L. | Vice President of Customer Success, Small-Business (50 or fewer emp.) **Reviewed Date:** February 24, 2026 **What do you like best about Velaris?** I've spent years working in tools like ChurnZero and others in the CS space. Velaris is built differently, and I mean that in the best way. It doesn't try to replicate what's come before — it rethinks the experience entirely, and the result is something that delivers significantly more value while being far easier to use and customize to your actual business needs. From day one, the UI just makes sense. My team of CSMs lives in the tool, and the learning curve was minimal. When a platform gets out of the way and lets your team focus on customers rather than fighting the software, that's a win. The support has been second to none. Every customization request, unique business need, and issue we've surfaced has been met with real responsiveness — not canned responses or endless ticket queues. Coming from platforms where customization meant months of back-and-forth or expensive professional services, this has been a breath of fresh air. The integrations — particularly with Gong — have made Velaris our central application. Having conversation intelligence surfaced directly in our CS workflows means we're walking into every customer interaction informed. And then there's the AI Copilot, which deserves its own mention. It goes well beyond drafting emails. It provides a full AI functionality overlay across our entire customer base, helping us surface insights, identify risk, and make proactive decisions at a scale that wasn't possible before. It's shifted how our team operates from reactive to genuinely predictive. **What do you dislike about Velaris?** If I'm being constructive, there are moments where event data could be surfaced more intuitively within the platform. That said, the data is all there — it's more of a presentation and discoverability refinement than a gap. It's the kind of feedback I'd expect a maturing platform to address, and given the support we've experienced, I have no doubt it's on their radar and likely already on their roadmap for this year. **What problems is Velaris solving and how is that benefiting you?** The core problem Velaris solves for us is visibility and efficiency at scale. Managing a portfolio of customers across a CS team requires a single source of truth, and Velaris has become exactly that. Instead of toggling between disconnected tools, our CSMs have everything they need in one place — customer health, conversation intelligence via Gong, engagement history, and AI-driven insights — all accessible without leaving the platform. The AI Copilot has been particularly impactful. It's given our team the ability to think about our entire customer base holistically, not just the accounts that are loudest or most urgent. That shift in how we prioritize and engage has been a meaningful driver of proactive customer success. ### 9. some features and their lack of clarity unnecessarily complicate the work. **Rating:** 1.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** March 10, 2026 **What do you like best about Velaris?** What I like about Velaris is creating tasks and how clear they are; I know exactly which organization they belong to. **What do you dislike about Velaris?** In recent weeks, Velaris has been very slow, notes are not saved until after two minutes. If no contact is selected, Velaris does not notify you. If I click on tasks, email, or notes, I cannot create an action immediately; I always have to click on "add action" on the right. I don't like the button for adding attachments to emails; it is unnecessarily hidden. **What problems is Velaris solving and how is that benefiting you?** It gives our leader an overview of how clients are doing, with clear reports. Unfortunately, as a CS, I lose track of my deals because Velaris doesn't have a pipeline, but it's only visible in the overview and no action can be taken on this overview. **Official Response from Ranudi Jayasinghe:** > Hello! Thank you for taking the time to share your feedback. We're glad to hear that task management in Velaris helps you clearly understand which organization each task belongs to, and that the reporting provides your leadership team with a useful overview of customer health. Our team looked into the performance issue you flagged and identified that it was caused by a one-off regional latency spike affecting users in a few countries, where load times temporarily increased beyond the normal range. This has since been resolved, and performance has returned to expected levels. If you're still experiencing any issues, please do get in touch with us so we can investigate further. We also appreciate the detailed product feedback around creating actions, notifications when a contact is not selected, and the visibility of the attachment button in emails. Feedback like this is extremely helpful for our product team as we continue improving usability and workflow efficiency. On the pipeline visibility point, Velaris is primarily designed as a post-sales platform, which is why pipeline information is surfaced in the overview rather than managed as a traditional sales pipeline. That said, we’re continuously expanding ways for CSMs to take action more directly from portfolio views and your feedback is extremely helpful in pointing us in the right direction. If you need any help optimizing your workflows or want to walk through these areas in more detail, please feel free to reach out to your Customer Success Manager and they’ll be happy to assist. We really appreciate the feedback and the opportunity to keep improving your experience. ### 10. Excellent integration and a unified customer profile — noticeable time savings **Rating:** 4.0/5.0 stars **Reviewed by:** Xenie . | customer succsess manager, Mid-Market (51-1000 emp.) **Reviewed Date:** March 10, 2026 **What do you like best about Velaris?** What I like most is that this platform can connect to other tools and gather all the client information comprehensively in one place. This saves a lot of time. **What do you dislike about Velaris?** it takes quite a long time to load sometimes it has shortcomings, especially regarding pop-up windows when sending emails, comments in organizations **What problems is Velaris solving and how is that benefiting you?** I like the ability to see the health of a client or client portfolios based on all the data that this platform collects in one place. I like the ability to customize different dashboards, integrations, scenarios. This allows you to see the real situation with the client in real time and identify problems in a timely manner. ### 11. Responsive, Flexible Implementation Team That Got Us Up and Running Fast **Rating:** 4.0/5.0 stars **Reviewed by:** Dillon G. | Head of Customer Success, Small-Business (50 or fewer emp.) **Reviewed Date:** March 10, 2026 **What do you like best about Velaris?** Their team has been incredibly responsive and flexible as part of implementation. Outside of creating efficiency with onboarding, outreach, health score indicators, and metric reporting, their support/implementation team has been the biggest contributor to us getting up and running **What do you dislike about Velaris?** We’re based in the US, sometimes their hours can be a bit tough when we need quick turnaround **What problems is Velaris solving and how is that benefiting you?** Our newest CSM is based in the us, but the development teams are on another time zone ### 12. Strong AI & Integrations, but Custom Object Scenario Limits **Rating:** 3.5/5.0 stars **Reviewed by:** Gage S. | Technical Lead, Mid-Market (51-1000 emp.) **Reviewed Date:** March 10, 2026 **What do you like best about Velaris?** AI capabilities and integrations. They also have great partnerships and take feature requests promptly. **What do you dislike about Velaris?** Platform has limitations. For instance, you can't do scenarios off of salesforce custom objects. They do a great job of taking feature requests and delivering functionality in a timely manner. **What problems is Velaris solving and how is that benefiting you?** Customer success and Account Management functions. The solution is great at holistic account healths, fast ai insights of conversations mixed with account data. ### 13. Streamlined Customer Management with Room to Grow **Rating:** 5.0/5.0 stars **Reviewed by:** Marek F. | Tech. support, Small-Business (50 or fewer emp.) **Reviewed Date:** March 19, 2026 **What do you like best about Velaris?** I appreciate its clean structure and the way it streamlines workflows across teams. **What do you dislike about Velaris?** Occasionally, navigating between different sections can take extra steps, which impacts efficiency. **What problems is Velaris solving and how is that benefiting you?** Velaris solves the problem of scattered customer data by centralizing everything in one place. That benefits me by saving time and giving me a clear overview of all interactions and opportunities. ### 14. Exceptional Support, Highly Recommended **Rating:** 5.0/5.0 stars **Reviewed by:** Shash T. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 10, 2026 **What do you like best about Velaris?** I like the automations I can make and the CSATs I send with Velaris because it makes my team's work faster. Velaris adjusts well to our complicated hierarchy, and their implementation and customer success teams are the best in the business. Sahas from their implementation team made the initial setup very easy and clear. **What do you dislike about Velaris?** Their current AI features need to improve further. **What problems is Velaris solving and how is that benefiting you?** Velaris helps manage my team's book of business with customer health scores, AI evaluation of customer interactions, and churn alerts. Automations and CSATs are my favorite features, making my team's work faster. ### 15. Velaris: Streamlined Onboarding and Stellar Customer Insights **Rating:** 4.5/5.0 stars **Reviewed by:** Shah D. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 20, 2026 **What do you like best about Velaris?** I find Velaris AI to be great. It gives me an overview of all customers and their sentiments. The setup was perfect, and overall, I have nothing to complain about; it’s great. **What do you dislike about Velaris?** Nothing **What problems is Velaris solving and how is that benefiting you?** I use Velaris for capturing customer feedback and onboarding, with health scores triggering churn alerts. It gives me an overview of all customers and customer sentiments. ### 16. Effortless Customer Management with Automation **Rating:** 5.0/5.0 stars **Reviewed by:** Shash T. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 13, 2026 **What do you like best about Velaris?** I appreciate that Velaris helps us with customer health scoring and alerts. I also really like the automation features, especially how it automates reminders for customer reach outs. The initial setup of Velaris was very easy. **What do you dislike about Velaris?** Nothing **What problems is Velaris solving and how is that benefiting you?** I use Velaris for customer management with customer health scoring, alerts, and automated reminders for customer reach outs. ### 17. High quality service and great AI features **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** September 02, 2025 **What do you like best about Velaris?** Not just the product, but the quality of service offered by Velaris is amazing! The platform has helped us get visibility on customers, be able to measure health and streamline our processes with automations. The AI features also feel like a natural extension of the platform, they don’t feel like they’re bolted-on after the fact. Features like the AI account summary and AI meeting agent are so easy to use because they feel embedded into existing workflows. **What do you dislike about Velaris?** I wish some parts of the interface (like the Cockpit) could be more customized to my preference. **What problems is Velaris solving and how is that benefiting you?** Velaris has helped us turn our CS ops from a chaotic and overwhelmed state to a more controlled and proactive one. The team has saved a lot of time with the automation and AI features it offers, and it frees us up to focus on more strategic work. ### 18. A must have for Customer Success teams. **Rating:** 5.0/5.0 stars **Reviewed by:** Rita L. | product analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** August 27, 2025 **What do you like best about Velaris?** The best thing about Velaris is that the platform aggregates all customer data in one place. This makes managing the data 10 times easier. Additionally, the platform allows you to pull reports on adoption, usage and customer segments. This helps our teams to gain a deep understanding of our customer and track their progress as well. The Trending Topics AI feature is particularly useful for pulling reports on qualitative data. **What do you dislike about Velaris?** Platform can be a little difficult to learn at first. **What problems is Velaris solving and how is that benefiting you?** With Velaris we are now able to meet our customers’ needs more efficiently and provide them with a high quality service. ### 19. Fantastic platform **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** July 22, 2025 **What do you like best about Velaris?** Velaris has been great for centralizing all of our customer information. We no longer need to switch between tools to understand what’s going on with our customers. We use it everyday to get a pulse on our customers, understand pending tasks and record our interactions. Their meeting summary feature is absolutely fantastic. We use Gong for our sales calls but most of the time the summaries it produces are generic and not very helpful for Customer Success. Velaris’s AI tool, though, does an assessment of each call outlining risks and opportunities as well as action items, and most of the time these are very relevant and actionable, and saves us a lot of time. Also, the support they have given us has been fantastic. The Velaris team handles the implementation and they do everything they can to make sure we are well integrated with the rest of our tools **What do you dislike about Velaris?** Velaris is a lot more simple and easy to use compared to platforms like Gainsight, but can be a bit more complex compared to some of the other CS tools out there. Because of this it can be a bit difficult to get the hang of the tool in the beginning. For a few workflows you need multiple clicks to do a simple task. But overall their CS team has been so helpful during our onboarding that it’s not a major concern. **What problems is Velaris solving and how is that benefiting you?** Velaris gives us a central place to manage all our customer operations. Before Velaris, we had no visibility over our customers and no way to understand their health. Velaris helps us be able to reliably predict retention and flag churn risks ### 20. Velaris transformed our customer success approach with ease. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Telecommunications | Mid-Market (51-1000 emp.) **Reviewed Date:** July 21, 2025 **What do you like best about Velaris?** This tool significantly simplified how we manage the customer success team and the clients. The platform's ease of use, combined with straightforward integration (even if not direct one, their tech team build one for us), allowed us to automate critical processes quickly (drop in NPS > immediate email follow-up). Its robust set of features and intuitive design enable my team to proactively address customer needs, boosting engagement and retention. Customer support from Velaris has also been exceptionally responsive and helpful (kudos to the shared Slack channel!). **What do you dislike about Velaris?** While the platform is generally good, we've encountered minor limitations (mostly in the migration process as it was a bit harder moving from the previous CSM tool we were using) regarding mapping out the data the same way. Expanding options for personalized reporting would further enhance our experience, though it hasn't substantially affected our overall positive view of the product. **What problems is Velaris solving and how is that benefiting you?** Velaris is helping us with a global overview of our customer base that is managed by our CSM team, while giving us a complete overview of our user base (even non-CSM managed) ### 21. Fantastic tool for managing CS ops **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** July 21, 2025 **What do you like best about Velaris?** Velaris has been a great help in streamlining and consolidating our Customer Success operations. The platform is highly adaptable and the Velaris team has been brilliant in helping us get all our integrations sorted. Because we have all our customer data in one place, the team saves a lot of time every week and everyone understands what needs to be done and which customers need attention. The AI features it offers are also fantastic. In particular the Trending Topics feature allows us to get easy reports on voice of customer data in our support tickets. We’re also using the AI Pulse in our health scoring. **What do you dislike about Velaris?** When we first were using Velaris, there was a limitation where we could not create our own reports and had to rely on the Velaris team for our dashboards. But since then they have released a Custom Dashboards feature. It can still be a little complicated to build your own dashboard, but we are still able to get reports far more easily than when we didn’t have Velaris. **What problems is Velaris solving and how is that benefiting you?** Velaris saves our team tons of time because they no longer need to jump between multiple systems to find customer information and manage their workload. Reporting is a lot easier since all our customer data is in one place, so I can easily get shareable dashboards that I can send across to other teams and leadership. ### 22. Using Velaris to predict churn and standardize processes **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** July 30, 2025 **What do you like best about Velaris?** 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. **What do you dislike about Velaris?** There are sometimes a few bugs in the UI that throws me off now and then. **What problems is Velaris solving and how is that benefiting you?** Velaris is helping us proactively identify risks and opportunities with customers. Thanks to Velaris, everyone has much more visibility on the status of customers, allowing them to plan and strategize effectively, which helps us with retention and expansion in the long term. ### 23. Helpful Implementation Support, But the UI and Exports Need Work **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** March 16, 2026 **What do you like best about Velaris?** I liked the implementation process. The Velaris employees were really helpful and stayed in touch throughout the implementation. **What do you dislike about Velaris?** It could be more user-friendly. A lot of the functionality feels hidden, and I found it difficult to figure out how to do exports. **What problems is Velaris solving and how is that benefiting you?** It adds up all of the programs together, so every department can find what they need there. ### 24. Makes managing your work so much easier **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** August 01, 2025 **What do you like best about Velaris?** The health scores and customer views have been great in helping us understand our customers better. The AI meeting agent saves me time from rewatching meeting recordings. I can quickly understand the key points discussed immediately after the meeting with having to take notes to go through the recording again. It has been a lifesaver. We also use automations to save time on data entry/admin work and automate communications with our low touch accounts. **What do you dislike about Velaris?** The Success Plans aren’t shareable with customers. I am told this capability is on the 2025 roadmap but so far we can only share them internally. **What problems is Velaris solving and how is that benefiting you?** Velaris is helping us stay on top of everything much better. Our processes have become a lot more efficient since Velaris has taken a lot of manual work off our plate. ### 25. A customer success platform that saves you a lot of time **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Consulting | Mid-Market (51-1000 emp.) **Reviewed Date:** August 24, 2025 **What do you like best about Velaris?** Velaris’ customer health score and customer views feature are fantastic. They help my team gain a deeper understanding of our clients. The AI meeting agent is also super helpful. With this, none of us has to rewatch recordings of any of our meetings because this feature will share the meeting summary and notes with us as soon as the meeting ends. **What do you dislike about Velaris?** The small frustration we face with Velaris is that we are unable to share the success plans we create with our customers.But I was notified that the Velaris team is working on changing this. **What problems is Velaris solving and how is that benefiting you?** We have been able to make our Customer success process to be more efficient and effective. ### 26. A great tool for CSM Teams **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Telecommunications | Mid-Market (51-1000 emp.) **Reviewed Date:** September 23, 2025 **What do you like best about Velaris?** Velaris is our one-stop shop for all of our client data and metrics. We've been able to integrate our many tools and concentrate everything we need into a simple platform. Our onboarding phase was made much easier by our CSM, James, who provided dedicated support. **What do you dislike about Velaris?** It can feel a bit overwhelming at first with so much tracked, but once everything is in place and set up, this can be a good problem to have given such a wide array of functionality and integrations. **What problems is Velaris solving and how is that benefiting you?** Consolidating a large tool stack under one roof ### 27. A super-efficient customer success platform **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** August 24, 2025 **What do you like best about Velaris?** Velaris has been a fantastic CS platform to manage our customers. Its AI account summarizer is a huge timer. It has cut down the time taken to learn about the full background of an account. The drag-and-drop automation builder also makes automating processes super easy to create. **What do you dislike about Velaris?** It was a little tricky to get the data mapping right during implementation. But with some help from the Velaris team we were able to get it sorted **What problems is Velaris solving and how is that benefiting you?** With Velaris, we have cut down the amount of time our team has to spend doing tasks manually. ### 28. Great Health Score & Account Management, minor sync issues with salesforce **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Construction | Mid-Market (51-1000 emp.) **Reviewed Date:** March 11, 2026 **What do you like best about Velaris?** The health score and account management functionality **What do you dislike about Velaris?** The velaris trigger in salesforce has caused issues with our other systems **What problems is Velaris solving and how is that benefiting you?** Empowering our Account management team through leveraging AI ### 29. Highly adaptable, easy to use and saves us a ton of time **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Enterprise (> 1000 emp.) **Reviewed Date:** August 05, 2025 **What do you like best about Velaris?** Velaris has everything you could ask for in a CS platform. The health scores, playbooks, automations, success plans and AI features allow us to manage customer journeys end-to-end while responsive to churn and expansion readiness. The support is also amazing - we have our own dedicated Slack channel and are always in contact with our CSM who is extremely responsive and helpful. **What do you dislike about Velaris?** Sometimes the dashboards take a little longer than expected to load but it is nothing too bad. **What problems is Velaris solving and how is that benefiting you?** Velaris is helping us manage our customers much more efficiently and effectively. ### 30. Great tools and AI features for CS **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** July 24, 2025 **What do you like best about Velaris?** There is an AI tool that automatically summarizes risk and opportunities in call transcripts. Saves me a lot of time from having to rewatch recordings **What do you dislike about Velaris?** There are lots of features in the platform that makes it a bit overwhelming sometimes. We don’t use all the features. **What problems is Velaris solving and how is that benefiting you?** Velaris is helping us streamline our CS Ops. Now that we have Velaris everything lives in one place and it’s easy to understand priorities and tasks. We save a lot of time with the AI and automation features they offer. It cut our manual admin work down by a lot. ### 31. Couldn´t have choose a better product! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** July 28, 2025 **What do you like best about Velaris?** Velaris allows us to proactively manage our customers with health scores, playbooks, success plans and automations With all of our customer data consolidated inside Velaris, we are able to reliably predict churn and renewals. All my work now lives inside Velaris and we have seen many efficiency gains since beginning to use the platform. **What do you dislike about Velaris?** From all the features we use, none of them have given me anything to dislike. **What problems is Velaris solving and how is that benefiting you?** Velaris is helping us with retention and efficiency. The team is able to manage customers much more smoothly, streamline processes and deliver consistent experiences to customers. ### 32. Velaris Review **Rating:** 4.0/5.0 stars **Reviewed by:** Roland B. | Client Strategy and Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** July 05, 2024 **What do you like best about Velaris?** What I like best about Velaris, the customer success program, is its ability to offer personalized, data-driven insights that help proactively address customer needs and improve satisfaction. The seamless integration with various platforms and the intuitive user interface make it easy to track and manage customer interactions, ensuring that each customer receives tailored support and attention. This holistic approach not only fosters strong customer relationships but also drives business growth through enhanced customer loyalty and retention. **What do you dislike about Velaris?** What I dislike about Velaris is its occasional lack of flexibility in customization options, which can make it challenging to tailor the program to specific business needs. Additionally, the learning curve for new users can be steep, requiring significant time and effort to fully utilize its features. At times, the program may also experience slow performance or glitches, which can disrupt workflow and impact productivity. **What problems is Velaris solving and how is that benefiting you?** We’ve implemented Velaris to help automate our customer playbooks to enable our CSM’s to spend less time on the tactical, and more time on the strategic activities that help us win, grow and renew our customer base. This is enabling us to better keep track of key stategic plays, monitor and escalate blocks and collaborate across accounts. ### 33. Wonderful customer support, flexible tool **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** April 25, 2025 **What do you like best about Velaris?** Customer support is great, all the integrations are handled on their side which is extremely helpful. Good tool for automations, too. **What do you dislike about Velaris?** I think it would be good to have the ability to adjust reporting on our end by ourselves, but it is manageable. **What problems is Velaris solving and how is that benefiting you?** Optimises process for our CS team ### 34. Enhanced Customer Understanding with Velaris **Rating:** 5.0/5.0 stars **Reviewed by:** Shehani J. | Customer service / Retail Assistant , Mid-Market (51-1000 emp.) **Reviewed Date:** September 19, 2024 **What do you like best about Velaris?** Velaris has made it much easier for us to gather customer feedback from multiple sources like emails and support tickets. This has helped our team better understand what customers really need, which has improved our product development process. The platform is user-friendly and integrates smoothly with our existing tools. While there were some minor issues initially, the support team quickly resolved them. Velaris has also helped us improve our customer support and identify new sales opportunities, making it a valuable tool for our team. **What do you dislike about Velaris?** From my perspective, there's not much to dislike about Velaris. Initially, there were a few minor issues with the platform, but they were quickly resolved by their support team. The overall experience has been smooth, especially with the seamless integrations into our existing tools like Salesforce. Any challenges we faced early on have been addressed efficiently, so there's little to criticize at this point. **What problems is Velaris solving and how is that benefiting you?** Velaris is solving several key problems for us. It helps us gather valuable insights into customer feedback and sentiment by pulling data from multiple sources. This allows our product team to make informed, data-driven decisions, improving product development. Additionally, by centralizing all customer interactions, Velaris has significantly improved our customer support efficiency, enabling faster response times and better service. From a sales perspective, it helps us identify high-potential customers and uncover upsell opportunities, while also helping us manage churn risks. Overall, it streamlines our processes and contributes to better decision-making across departments. ### 35. Good product, 5 stars service **Rating:** 4.5/5.0 stars **Reviewed by:** Angela G. | Chief Customer Success & Insights Officer, Mid-Market (51-1000 emp.) **Reviewed Date:** July 04, 2024 **What do you like best about Velaris?** Velaris has feature parity with the top CS tools in the market, at least on the on core funcionality you would look for in a CS tool. And for what they don't have, they are open to listen to you and, in many cases, build it and make it work for your existing workflow. But their most obvious differenciator so far is their team. João, our AE, sold exactly what they had, not more, not less, and worked with us to reach an agreement that benefited both parties. Aidan, our CSM is top notch, and I've worked with many CSMs over the years. He knows the tool very well, both from a technical standpoint but also on the business value it should deliver; he's very responsive and proactive; and he's an execellent project manager, coordinating the several stakeholders in my team but also our requests with his own team. No tool is perfect and of course more complex solutions offer more advanced funcionality. But for a CS team of 10, without dedicated Ops resources, having a partner that is proactive, helpful, knowledgable, and open to act on our feedback is what matters the most. **What do you dislike about Velaris?** Speed and performance could be improved, but it's not a deal breaker. As for the funcionality they didn't have when we started, I'm blown away for how quickly they adjust the roadmap to build it for us. Couldn't have asked for a better partner. **What problems is Velaris solving and how is that benefiting you?** 1. Having a centralized view of all customer data, from product usage, to deal information, to communications with customers. 2. Ability to build playbooks, success plans, health scores, and triggers/alerts so our team can be more proactive when managing accounts. ### 36. A system implementation has never been easier! **Rating:** 5.0/5.0 stars **Reviewed by:** Mike C. | Global Head of Customer Success, Mid-Market (51-1000 emp.) **Reviewed Date:** June 26, 2024 **What do you like best about Velaris?** The customer service and engagment from beinging to present day has been exeplary! The team over at Velaris have made what would normally be a very daunting and resource heavy task an absolute breeze! The features provided out of the box are fantasic and not only are their native integrations fantasic, but their willingness to implement custom integrations and the speed in which they do so is extreamly refreshing. If you're lucky enough to be assined James as your Implementation Manager, then you've struck gold in my opinion. **What do you dislike about Velaris?** I can honestly say, to date there has been nothing that has left anything close to a bad taste in my mouth. **What problems is Velaris solving and how is that benefiting you?** We were missing a full end to end customer view and the ability to automate a number of repetative tasks. Velaris has given us the ability to track our clients progress from onboarding to off boarding. Once fully implemented we will be able to live in Velaris as a single source of truth rather than jumping between 5-6 seperate systems to get a full view of a customer. ### 37. Redefining Success and Efficiency for Clients **Rating:** 4.5/5.0 stars **Reviewed by:** Dulakshika S. | Social Media Executive, Small-Business (50 or fewer emp.) **Reviewed Date:** August 29, 2024 **What do you like best about Velaris?** It's essential for a CSM to stay informed about their clients' well-being, where they are in their journey, and who is supporting them. Velaris is a valuable tool that helps me keep track of and nurture strong relationships with my customers. Plus, the Velaris customer service team is incredibly supportive. Our onboarding process was one of the smoothest our company has experienced. The platform is easy to use and perfectly balances depth and power. **What do you dislike about Velaris?** When you first start using Velaris, the interface and layout might feel a bit unfamiliar and confusing. It can take a little time to get used to it. **What problems is Velaris solving and how is that benefiting you?** Our problem was that customer information was scattered across various places, making it difficult to get a complete view. But with Velaris, we can keep all the data in one place, making it much easier to draw conclusions and share them with the rest of the organization. ### 38. Fantastic team with a product of great potential **Rating:** 5.0/5.0 stars **Reviewed by:** Charlie E. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** June 25, 2024 **What do you like best about Velaris?** It helps keep my notes, tasks, activities, and all related CS information in a digestable format so that I can gain and add context easily. It makes my everyday tasks of keeping on top of customers needs much easier. The Velaris team are absolutely excellent in the time and attention they have given us as an organisation and have build a lot of custom integrations and automations to allow our team to do much more in the day. **What do you dislike about Velaris?** Some particulars relating to my own preferences around layout sometimes make using Velaris a bit clunky. **What problems is Velaris solving and how is that benefiting you?** Velaris is allowing our customer success team to handle many more accounts and stay on top of our complex projects, meaning that we can achieve more for our customers. Velaris also fulfils our complaince requirements as a Cisco partner. ### 39. Advancing Client Success and Operational Effectiveness **Rating:** 5.0/5.0 stars **Reviewed by:** Isuru W. | Performance Marketing Specialist , Small-Business (50 or fewer emp.) **Reviewed Date:** July 31, 2024 **What do you like best about Velaris?** The simplicity of Velaris is what I love about it. Any member of our staff may customise and navigate it with ease thanks to its user-friendly interface. It has thereby raised our production. It has every function you may possibly want. You can manage the stages of your sales funnel, create automated email campaigns, monitor lead generation, and learn about client behaviour all with one package. The automation feature is excellent. For instance, we have assigned it duties like scheduling follow-up emails and appointments so that users can continue to concentrate on things that are more important to them. As a result, we are now far more productive and have better customer service. I'm especially impressed by Verlaris's seamless integration with my other products. Because of this seamless connection, our data flows between systems with ease, providing us with a comprehensive understanding of our customers and improving our ability to interact. And lastly, the Velaris crew provides amazing client support! They were usually incredibly helpful in addressing our enquiries and provided prompt service whenever we needed assistance or had queries. **What do you dislike about Velaris?** It's difficult to find any flaws right now, but if I had to pick, there have occasionally been a few little hiccups. However, these are normal with any technology, and they haven't negatively affected our experience at all. The Velaris team always responds quickly to problems in order to keep our operations as unaffected as possible. If anything, it demonstrates their commitment to ongoing development. **What problems is Velaris solving and how is that benefiting you?** Velaris has structured all of our disorganised data and procedures and expedited our operations. Our client success team's efficiency has increased significantly, enabling them to make well-informed decisions regarding their consumers. By utilising Velaris, we can avoid speculating about the most effective tactics. Really, a CS team could not ask for more from a CS platform. ### 40. Pioneering New Standards in Client Success and Operations **Rating:** 5.0/5.0 stars **Reviewed by:** Tamara P. | Social Media Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 31, 2024 **What do you like best about Velaris?** I appreciate how Velaris creates a cohesive picture of our clients by connecting all of our data points. Velaris has centralised all of our clients' data, providing us with an easy-to-understand perspective of our accounts. By segmenting our customer base based on various variables, we can better monitor health ratings, lower attrition, and send out distinct kinds of marketing to each group. We also value the project management tools offered by Velaris. They enable us to maintain consistency in the services we provide, remain on top of our to-do list, and prevent errors or missed deadlines. **What do you dislike about Velaris?** It is more of a worry on our end than a strong hate. Perhaps we're not making use of every function just yet. Since we just recently began using Velaris a few months ago, we have concentrated our efforts on utilising certain elements (success plans) rather than using Playbooks as much, even though their support has been outstanding. **What problems is Velaris solving and how is that benefiting you?** We can now keep customer information on Velaris instead of sheets or other platforms. Instead, all of that data is consolidated into a single platform that gives us an overview of our clients' involvement and behaviour. We have complete control over our customers' health and are able to log activity, make tasks, add notes, and more. ### 41. Driving Client Success with Operational Improvements **Rating:** 5.0/5.0 stars **Reviewed by:** Rejoy C. | Digital Marketing Strategist, Mid-Market (51-1000 emp.) **Reviewed Date:** July 30, 2024 **What do you like best about Velaris?** We adore the platform's flexibility because it has flawlessly adapted to our CS Strategy. It fully accommodates both low-touch and high-touch clients. Furthermore, the platform offers a great deal of flexibility in tracking and showcasing data. Clients can specify which data they wish to have dashboards made of and choose which integrations to use. Additionally, the Velaris CS team is really supportive. We had one of the easiest onboarding processes our business has ever had. It is simple to use and strikes the ideal mix between thoroughness and power. **What do you dislike about Velaris?** Just as we value high-touch customers more than low-touch ones, we place a higher priority on success strategies than scenarios. As a result, we have relied far more on success plans than scenarios thus far. That being said, we anticipate employing scenarios far more frequently once our low-touch vertical expands. **What problems is Velaris solving and how is that benefiting you?** We now have a single platform with all the client data we have thanks to Velaris. We have saved a tonne of time thanks to this, and it has also given us more insight and visibility into our operations, activities, and outcomes. We are now able to automate communications, report on our activities, and offer our customers faster, more effective service. Higher rates of upselling and a lower, more manageable risk of churn follow. ### 42. Enhancing Client Success through Operational Innovation **Rating:** 5.0/5.0 stars **Reviewed by:** Imasha R. | Management Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** July 30, 2024 **What do you like best about Velaris?** There are numerous benefits to using Velaris: it consolidates all client data onto a single platform, providing complete insight into their health with just one click. Velaris includes features to automate repetitive daily tasks and offers top-notch dashboards and insights into our accounts (such as Success goals, NPS, and reports). It has improved our CS workflow, aided our Product and Sales teams with sentiment analysis, and helped create our ICP. Additionally, James and his team customize the product during the onboarding process, making it a perfect fit for our high-touch customer service strategy. Nevertheless, the tool is equally suitable for a low-touch customer service team. **What do you dislike about Velaris?** Nothing negative to report thus far! We are new users of the site, and thus far, everything has gone smoothly. **What problems is Velaris solving and how is that benefiting you?** With the aid of Velaris, you can: 1) automate repetitive procedures and optimise operations to save time and help you stay focused on your top goals; and 2) access your customers' information to always know the status of your accounts. 3) Put some professionalism into your CS approach and make it the ideal balance of efficiency and individualised attention. ### 43. The ideal customer service platform to gain deep insights into your customers **Rating:** 4.0/5.0 stars **Reviewed by:** Qualid S. | Junior Executive - Pricing, Small-Business (50 or fewer emp.) **Reviewed Date:** August 15, 2024 **What do you like best about Velaris?** This CSP is easily integrated with Hubspot, Salesforce, and Lusha—pretty much any program your business uses to get customer data. Knowing my clients' lifecycle stages, who is in charge of them, and their current state of health are essential skills for a CSM to have. Velaris accomplishes all of this and more, and it's been a crucial tool in helping me comprehend my clients. **What do you dislike about Velaris?** Because the platform has so many features and possibilities, it might be difficult for novice admin users to get started. On the other hand, their customer support team has been quite helpful in getting us up and running with Velaris. **What problems is Velaris solving and how is that benefiting you?** I get incredible insights and information about our customer book from Velaris. Early identification of at-risk customers enables us to take proactive measures and prevent customer attrition. ### 44. All in one Customer Success!! Ideal tool for any Post Sales team. **Rating:** 4.5/5.0 stars **Reviewed by:** Shakya J. | Co-Founder & Head of Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** April 22, 2024 **What do you like best about Velaris?** Project Management - Very powerful tool to manage any type of project. Success Plans are just amazing and it encourages the team to not only complete the Tasks but also achieve the end goal of the project. Automations - This is a very powerful module, we use this feature to automate client communications, update data and also as alerts as it pushes all customer alerts right into our Slack, which is amazing!! Surveys - Surveys is very powerful tool on its own and the way it connects with automation makes our job much easier. We only need to focus on the ones that need our attention. UI - The designs are beautiful and comparitively easy to use Integrations - Velaris have a lot of integrations and webhook support as well so that we can do our own integrations Support - The CS and support team is amazing, one of the best I have worked with **What do you dislike about Velaris?** Implementation - Implementation is a bit difficult since its done manually. It takes about 3 weeks to get set up, but this is pretty standard. But then again I have to praise their CS and support team who managed the implementation amazingly. Hubspot integration - Hubspot integration is one of the best I've seen hands down. Its like they have thought through every possible scenario a user could have and created a flow to that. The down side is since its packed with features it could be a little hard to know how to get what I want done. But again the CS team is a gem so we haven't found anything we couldn't come out of. **What problems is Velaris solving and how is that benefiting you?** Velaris is trying to help any post sales team by providing an all in one solution on Customer Data. Velaris helps us in many ways, understanding our customers better, automating a lot of Tasks so that we can scale efficiently and also alerting us on any potential issues or risks. It also helps us to manage our custom projects and implementation much better. Having all data in one place is much easier than when it is scattered around. ### 45. How Velaris improved our customer success approaches **Rating:** 5.0/5.0 stars **Reviewed by:** Thénu B. | Member, Small-Business (50 or fewer emp.) **Reviewed Date:** July 30, 2024 **What do you like best about Velaris?** The software Velaris collects all customer information from all sources into a single platform which plays a key role in an users decision-making as this provides valuable information and it is also the most effective way of collecting data on the above instance. **What do you dislike about Velaris?** As of now I have not come across any problems with Velaris. **What problems is Velaris solving and how is that benefiting you?** The software Velaris collects all customer information from all sources into a single platform which plays a key role in an users decision-making as this provides valuable information and it is also the most effective way of collecting data on the above instance. ### 46. Next Level Tool for Client Success **Rating:** 4.0/5.0 stars **Reviewed by:** Isuru U. | Digital Marketing Strategist, Mid-Market (51-1000 emp.) **Reviewed Date:** June 06, 2024 **What do you like best about Velaris?** Velar supported us in our client success game in our PR agency. It is actually a next-level game changer. It facilitates streamlined reporting for every task. Velaris also helps us to save time, improves connectivity with clients, and enables data-driven decisions with easy implementations and integrations. Unquestionably overall benefits for our PR agency. We have utilized their project management tools, success plans, and automation in terms of features. Excellent experience thus far. Velaris arrived at the perfect moment to support our company's growth while also saving us time and keeping us organized. **What do you dislike about Velaris?** There is a little learning curve for new users as they get used to the platform. Furthermore, even though the customization options are extensive, they may not satisfy the highly specialized requirements of every need. **What problems is Velaris solving and how is that benefiting you?** Dispersed data across several platforms used to be frustrating, necessitating labour-intensive and prone to error manual collection and consolidations. Without a central area to communicate information with clients, fragmented communication also presented a problem for our team. Velaris solved it more than 90%. Our client retention strategy and churn issues saved by Velaris. Since we now have a much clearer picture of our customers' situation, it has significantly improved client health over the past year. ### 47. A COMPLETE GAME-CHANGER **Rating:** 5.0/5.0 stars **Reviewed by:** Divinie S. | Senior Sales Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** June 28, 2024 **What do you like best about Velaris?** What I adore about Velaris is its simplicity. It comes with an easy-to-handle user interface that anyone in our team can use for customization and navigation. As a result, it has increased our productivity. It offers all necessary features you could ever wish for. In one package, you can keep track of your leads, manage sales pipeline stages, run automated email campaigns and gain insights into customer behavior. The automation aspect is simply outstanding. For example, we have delegated tasks like sending follow-up emails or booking appointments to it as the users maintain their focus on matters that are more relevant to them. This has made us much more efficient and improved how we engage with customers. I also admire how well Verlaris integrates with other tools I use. Our data flows smoothly across systems because of this seamless integration which gives us a holistic view of our customers and enables us to communicate better. Finally, the Velaris team’s support to their clients is just awesome! Whenever we had questions or needed help they were always very prompt with response as well as useful in answering these questions. **What do you dislike about Velaris?** Although Velaris has worked remarkably well for our business, one small disadvantage is that it can be tricky to figure out a few of the more complicated features. However, understanding and customizing them completely often demands some effort. Despite this fact, we have always had a lot of information about these issues and supportive staff members who were ready to assist us. This minor problem cannot nullify the overall usefulness of the scheme. **What problems is Velaris solving and how is that benefiting you?** Velaris has tackled some big issues for us. Firstly, it’s made managing our customer relationships so much easier. We can keep track of all our interactions with clients in one place, which helps us follow up and nurture leads more effectively. The automation features are a huge time-saver. Tasks like sending follow-up emails and scheduling appointments are done automatically, freeing us up to focus on more important work. This has really boosted our productivity. Another big win is how well it integrates with the other tools we use. We get a complete view of our customers, which helps us make better decisions and communicate more personally with our clients. ### 48. Changing the Game for Client Success and Operations **Rating:** 5.0/5.0 stars **Reviewed by:** Taran H. | Mid-Market (51-1000 emp.) **Reviewed Date:** March 13, 2024 **What do you like best about Velaris?** I’d been searching for ages for a comprehensive and customizable client success and operations platform when I came across Velaris, and it has been a lifesaver! Velaris has helped us create integrations for our workflow, streamlining our processes and helping us work faster. The software is pretty intuitive - even newcomers can grasp it quickly. What truly sets Velaris apart is their unparalleled commitment to customer satisfaction. We’ve been blown away by the level of service we’ve received from them. Their response time and the speed at which they implement new features and developments is super fast.. The Velaris team goes above and beyond to make sure their customer needs are not just met, but exceeded. It’s rare to find a company that values it’s customers as much as Velaris does. Using Velaris has transformed our client operations - they have set a new standard in this space. **What do you dislike about Velaris?** It’s challenging to find any faults at this point but if I had to nitpick, there’s been some minor glitches now and then, but that’s to be expected with any technology and it has had little to no impact on our experience. The Velaris team is always quick to address any issues to minimize disruption to our operations. If anything, it shows their dedication to continuous improvement. **What problems is Velaris solving and how is that benefiting you?** As part of a startup, we have the obvious challenge of building and refining processes with limited visibility into our clients’ post-signature journey. Velaris has helped us adopt a more data-driven approach that helps us achieve long-term growth and success. Velaris’ dashboards are very intuitive and wholly customizable. They give us fantastic visibility on our customer data, with real-time insight into client journeys. Velaris has streamlined our operations and organised all of our messy data and processes. Our client success team has been able to become way more efficient and make informed decisions about customers. Using Velaris means we don’t have to guess at the best strategies. There’s really nothing more a CS team could want in a CS platform. ### 49. James has been incredibly helpful at guiding the team through how Velaris works **Rating:** 3.5/5.0 stars **Reviewed by:** Pippa F. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 05, 2024 **What do you like best about Velaris?** The organisation view is very clean and easy to comprehend. The UI is clean. The dashboard is powerful (however, we're yet to fully utilise this to get high value out of it). James in Customer Support has been really supportive in setting up integrations for us. **What do you dislike about Velaris?** As a non-daily user, I go into Velaris to see the status of clients, who the CS rep is. Some of the fields. There are some fields we've set up such as "Pulse" "Health" and "Lifecycle" which have colour codes/tags, however, it's difficult to read what they mean. It would be great if there are quick links/quick explainations to see what that status means for a non-daily user, rather than me guessing or asking our CS team/digging out a separate doc in our notion to review what these status' mean. It takes a lot to set it up and ensure that the integrations are working end to end. **What problems is Velaris solving and how is that benefiting you?** Clarity on status of each live client ### 50. Customer support transformation **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** August 30, 2024 **What do you like best about Velaris?** Velaris has totally changed the way our customer service department operates. We used to have a lot of trouble managing dispersed information across several platforms, including emails, Slack, tickets, and more. All of this data is collected in one location with Velaris, providing us with a 360-degree perspective of our clients. Our CS team is now more equipped to be proactive and strategic because to Velaris' actionable insights. Our ability to clearly grasp our performance data has improved our ability to make decisions. We no longer need to operate in silos or waste time cross-referencing data because everything is readily available to us. **What do you dislike about Velaris?** To be honest, not much is to dislike. There were a couple bugs at first, but the Velaris product team responded quite fast to address them. Our productivity has improved because to the flawless interfaces, particularly those with Salesforce and our email system. We're quite happy with the way the platform has changed since we first began utilising it. **What problems is Velaris solving and how is that benefiting you?** Velaris has taken care of a number of our major issues. It has greatly increased our efficacy and efficiency in client service. Our CS staff can now automate communications and concentrate on high-priority work because they have simple access to vital consumer insights. Customer sentiment analysis helps the product team improve products and the onboarding experience. Velaris has assisted us in sales by helping us define our ideal client profile, which has increased outreach targeting and conversion rates. In terms of finances, the platform provides us all the information we need to decide wisely about upsells and client retention. - [View Velaris pricing details and edition comparison](https://www.g2.com/products/velaris/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-13+08%3A14%3A28+-0500&secure%5Bsession_id%5D=5cbf706f-225d-4d07-ac6f-d711a3003f36&secure%5Btoken%5D=13b0aa84b90b80b54768f26c32f10130a1ae006cad45b73286e57f0637d9998e&format=llm_user) ## Velaris Integrations - [Agentforce 360 Platform (formerly Salesforce Platform)](https://www.g2.com/products/agentforce-360-platform-formerly-salesforce-platform/reviews) - [Agentforce Marketing (formerly Salesforce Marketing Cloud)](https://www.g2.com/products/agentforce-marketing-formerly-salesforce-marketing-cloud/reviews) - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - [Agentforce Service (formerly Salesforce Service Cloud)](https://www.g2.com/products/agentforce-service-formerly-salesforce-service-cloud/reviews) - 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[Gemini 2.5 Flash](https://www.g2.com/products/gemini-2-5-flash/reviews) - [Gemini 2.5 Pro](https://www.g2.com/products/gemini-2-5-pro/reviews) - [Gong](https://www.g2.com/products/gong/reviews) - [Google Workspace](https://www.g2.com/products/google-workspace/reviews) - [HubSpot Commerce Hub](https://www.g2.com/products/hubspot-commerce-hub/reviews) - [HubSpot Marketing Hub](https://www.g2.com/products/hubspot-marketing-hub/reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - [interCOMM](https://www.g2.com/products/intercomm/reviews) - [Intuit Mailchimp Email Marketing](https://www.g2.com/products/intuit-mailchimp-email-marketing/reviews) - [Jira Cloud Bot](https://www.g2.com/products/jira-cloud-bot/reviews) - [Jira Cloud for Sheets](https://www.g2.com/products/jira-cloud-for-sheets/reviews) - [Jotform](https://www.g2.com/products/jotform/reviews) - [Kit](https://www.g2.com/products/convertkit-kit/reviews) - [Linear](https://www.g2.com/products/linear/reviews) - 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[PostgreSQL](https://www.g2.com/products/postgresql/reviews) - [Shopify](https://www.g2.com/products/shopify/reviews) - [Slack](https://www.g2.com/products/slack/reviews) - [SMTP.com](https://www.g2.com/products/smtp-com/reviews) - [Snowflake](https://www.g2.com/products/snowflake/reviews) - [Stripe Billing](https://www.g2.com/products/stripe-billing/reviews) - [SuiteCRM Google Calendar Integration (Lite)](https://www.g2.com/products/suitecrm-google-calendar-integration-lite/reviews) - [Tally](https://www.g2.com/products/tally-forms-tally/reviews) - [Tidio](https://www.g2.com/products/tidio/reviews) - [tl;dv](https://www.g2.com/products/tl-dv/reviews) - [Trello](https://www.g2.com/products/trello/reviews) - [Trello Integration](https://www.g2.com/products/trello-integration/reviews) - [Typeform](https://www.g2.com/products/typeform/reviews) - [WordPress.com](https://www.g2.com/products/wordpress-com/reviews) - [Zendesk Contact Center](https://www.g2.com/products/zendesk-contact-center/reviews) - [Zendesk - Custom Data Actions](https://www.g2.com/products/zendesk-custom-data-actions/reviews) - [Zendesk for Customer Service](https://www.g2.com/products/zendesk-for-customer-service/reviews) - [Zoom Events and Webinars](https://www.g2.com/products/zoom-events-and-webinars/reviews) - [Zoom Phone](https://www.g2.com/products/zoom-zoom-phone/reviews) - [Zoom Rooms](https://www.g2.com/products/zoom-rooms/reviews) - [Zoom Workplace](https://www.g2.com/products/zoom-workplace/reviews) ## Velaris Features **Customer Information** - Customer Health Scores - Customer Monitoring - Customer Profiles - Playbooks - Customer Segments - Product Engagement - Surveys **Predictions** - Churn Risk - Upsell Opportunities - Custom Triggers - Machine Learning **Platform** - Reporting & Dashboards - API & Integrations - Data Import & Export Tools - Workflow Capability - Notifications - Customization - Scalability - Data Security - Performance & Reliability - User, Role, and Access Management **Generative AI** - 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