--- title: Velaris Reviews meta\_title: 'Velaris Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 125 reviews by the users' company size, role or industry to find out how Velaris works for a business like yours. aggregate\_rating: rating\_value: 4.5 review\_count: 125 scale: '5' date\_modified: '2026-08-09' parent\_category: name: Customer Service url: https://www.g2.com/categories/customer-service --- # Velaris Reviews & Product Details Visit Website 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. * * * Product Website Velaris Seller [Velaris](https://www.g2.com/sellers/velaris) Discussions [Velaris Community](https://www.g2.com/products/velaris/discuss) Languages Supported English Solution Type Best-of-Breed Overview by Jose Fernandez Castaño Show More ## Value at a Glance Averages based on real user reviews. ### Time to Implement 2 months [ View More Pricing Information ](https://www.g2.com/products/velaris/pricing) ## Velaris Integrations (59) What do users say about integrations? 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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. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Verified User in Computer Software](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Computer Software") UC Verified User in Computer Software Enterprise (\> 1000 emp.) 7/30/2025 "Using Velaris to predict churn and standardize processes" 5/5 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. Review collected by and hosted on G2.com. What do you dislike about Velaris? There are sometimes a few bugs in the UI that throws me off now and then. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Verified User in Computer Software](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Computer Software") UC Verified User in Computer Software Small-Business (50 or fewer emp.) 3/16/2026 "Helpful Implementation Support, But the UI and Exports Need Work" 3/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More 3/18/2026 Validated ReviewerIncentivizedSource: Seller invite ![Verified User in Computer Software](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Computer Software") CC Verified User in Computer Software Mid-Market (51-1000 emp.) 8/1/2025 "Makes managing your work so much easier" 5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Verified User in Consulting](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Consulting") UC Verified User in Consulting Mid-Market (51-1000 emp.) 8/24/2025 "A customer success platform that saves you a lot of time" 5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Verified User in Telecommunications](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Telecommunications") UT Verified User in Telecommunications Mid-Market (51-1000 emp.) 9/23/2025 "A great tool for CSM Teams" 4/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. What problems is Velaris solving and how is that benefiting you? Consolidating a large tool stack under one roof Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Verified User in Information Technology and Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Information Technology and Services") UI Verified User in Information Technology and Services Mid-Market (51-1000 emp.) 8/24/2025 "A super-efficient customer success platform" 5/5 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. Review collected by and hosted on G2.com. 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 Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Verified User in Construction](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Construction") AC Verified User in Construction Mid-Market (51-1000 emp.) 3/11/2026 "Great Health Score & Account Management, minor sync issues with salesforce" 3/5 What do you like best about Velaris? The health score and account management functionality Review collected by and hosted on G2.com. What do you dislike about Velaris? The velaris trigger in salesforce has caused issues with our other systems Review collected by and hosted on G2.com. What problems is Velaris solving and how is that benefiting you? Empowering our Account management team through leveraging AI Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: Seller invite ![Verified User in Marketing and Advertising](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Marketing and Advertising") UM Verified User in Marketing and Advertising Enterprise (\> 1000 emp.) 8/5/2025 "Highly adaptable, easy to use and saves us a ton of time" 4.5/5 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. Review collected by and hosted on G2.com. What do you dislike about Velaris? Sometimes the dashboards take a little longer than expected to load but it is nothing too bad. Review collected by and hosted on G2.com. What problems is Velaris solving and how is that benefiting you? Velaris is helping us manage our customers much more efficiently and effectively. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Verified User in Information Technology and Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Information Technology and Services") UI Verified User in Information Technology and Services Mid-Market (51-1000 emp.) 7/24/2025 "Great tools and AI features for CS" 5/5 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 Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ## Pricing Insights Averages based on real user reviews. ### Time to Implement 2 months ### Return on Investment 8 months ### Perceived Cost $$$$$ [ View More Pricing Information ](https://www.g2.com/products/velaris/pricing) Velaris Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_744ed52507e8a595ec88a4db46cf5abd/churnzero.jpg "Product Avatar Image") ChurnZero 4.7/5(1,609) [ Compare Now ](https://www.g2.com/compare/churnzero-vs-velaris) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_790950c0481589ae75e66baa5b31a905/vitally.png "Product Avatar Image") Vitally 4.5/5(705) [ Compare Now ](https://www.g2.com/compare/velaris-vs-vitally) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_9c908804b5766dffa9767b7692efab76/totango.png "Product Avatar Image") Totango 4.3/5(1,150) [ Compare Now ](https://www.g2.com/compare/totango-vs-velaris) ##### ##### Velaris Features Customer Information Customer Health Scores Customer Monitoring Customer Profiles Predictions Churn Risk Platform Reporting & Dashboards Third-Party Integrations Data Import & Export Tools [ View More Features ](https://www.g2.com/products/velaris/features) ## Top-Rated Alternatives [ ![ChurnZero](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "ChurnZero") ChurnZero 4.7/5(1,609) ](https://www.g2.com/products/churnzero/reviews) [ ![Vitally](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Vitally") Vitally 4.5/5(705) ](https://www.g2.com/products/vitally/reviews) [ ![Totango](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Totango") Totango 4.3/5(1,150) ](https://www.g2.com/products/totango/reviews) [ View All Alternatives ](https://www.g2.com/products/velaris/competitors/alternatives) ##### Categories on G2 [Customer Success](https://www.g2.com/categories/customer-success) ##### Explore More [Top-rated platforms for large-scale container monitoring](https://www.g2.com/discussions/top-rated-platforms-for-large-scale-container-monitoring)[Which construction data analytics solutions combine schedule forecasting with cost trend analysis capabilities?](https://www.g2.com/discussions/which-construction-data-analytics-solutions-combine-schedule-forecasting-with-cost-trend-analysis-capabilities)[What's the most reliable mobile crash reporting tool for a small app team?](https://www.g2.com/discussions/what-s-the-most-reliable-mobile-crash-reporting-tool-for-a-small-app-team) [Which on-premise data integration software is most relied on for scheduling automated daily workflows so data pipelines run consistently without manual intervention each morning?](https://www.g2.com/discussions/on-premise-data-integration-which-on-premise-data-integration-software-is-most-relied-on-for-scheduling-automated-daily-workflows)[Best free AI image generator tools for hobbyists and amateur creators](https://www.g2.com/discussions/best-free-ai-image-generator-tools-for-hobbyists-and-amateur-creators)[Pros and Cons Details](https://www.g2.com/products/velaris/reviews?qs=pros-and-cons) [Show MoreShow Less](javascript:void(0);)