Velaris Reviews & Product Details

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. Review collected by and hosted on G2.com.

I wish some parts of the interface (like the Cockpit) could be more customized to my preference. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Platform can be a little difficult to learn at first. Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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!). Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.