--- 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 consolidates all our information into a single source of truth that both our CSMs and the rest of the company can seize. It ‘s a user-friendly interface and has plenty of features that have saved us time and made our operations more efficient. Review collected by and hosted on G2.com. What do you dislike about Velaris? Since my CS team manages customers on a low-touch strategy (each CSm has 150 customers), we prioritize scenarios but do not use other tools, eg: success plans as much Review collected by and hosted on G2.com. What problems is Velaris solving and how is that benefiting you? Organized all our information in one platform, integrates all our apps and insights, provides dashboards on our operations, client book, revenues, etc. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic IK Imarshi K. Content and Communications Manager Small-Business (50 or fewer emp.) 6/12/2024 "Leverages AI to help businesses in the best way possible" 4/5 What do you like best about Velaris? I highly recommend Velaris because it provides tools to automate tasks and streamline customer success processes. It uses AI to predict customer behavior and identify potential churn risks which helps us in effective decision making. Review collected by and hosted on G2.com. What do you dislike about Velaris? I have not faced any downsides as of yet for the Velaris platform. Review collected by and hosted on G2.com. What problems is Velaris solving and how is that benefiting you? It offers impressive features which proactively engages with customers and builds stronger relationships. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Sachini H.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Sachini H.") SH Sachini H. Core committee Enterprise (\> 1000 emp.) 6/28/2024 "The velaris experience" 3.5/5 What do you like best about Velaris? The platform helps to consolidste all customer information in one place and it offers a clear 360 degree view on the same. Review collected by and hosted on G2.com. What do you dislike about Velaris? The initial setup process can be somewhat complicated and lengthy. Review collected by and hosted on G2.com. What problems is Velaris solving and how is that benefiting you? It helped me in automation for an example by putting manual tasks in autopilot and scaling CS team efforts Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![James R.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "James R.") JR James R. Mid-Market (51-1000 emp.) 4/14/2024 "Velaris is very useful" 5/5 What do you like best about Velaris? One Stop Shop, you can almost instantly see the customer's history in an instant. Review collected by and hosted on G2.com. What do you dislike about Velaris? At this rate, it still takes a significant amount of time for the details to load. Review collected by and hosted on G2.com. What problems is Velaris solving and how is that benefiting you? Integrating the customer information all in one place, we used to have these info on several tools. . 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") IC Verified User in Computer Software Small-Business (50 or fewer emp.) 6/18/2024 "The DREAM for any organization with a CS team." 4.5/5 What do you like best about Velaris? The experience so far using Velaris has been great. The onboarding was straightforward, with their team taking care of all integrations. The platform is intuitive, and, overall, has made our job as CSMs much easier. Velaris gives the entire team a complete overview of our customers, their health scores, and status at any moment. No complains so far!!! Review collected by and hosted on G2.com. What do you dislike about Velaris? I am still discovering all the features. Review collected by and hosted on G2.com. What problems is Velaris solving and how is that benefiting you? Keeping track of customers, helping them with onboarding (through the connect add-on), having numerical insights on our customers (through the dashboards), decreased inefficiencies through automation tools. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Trishani J.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Trishani J.") TJ Trishani J. Sales & Marketing Junior Executive Enterprise (\> 1000 emp.) 6/18/2024 "Providing tailored custom solutions" 4/5 What do you like best about Velaris? The interface of the system is great. It helps the user to receive custom solutions Review collected by and hosted on G2.com. What do you dislike about Velaris? The system has been good and no problem has been reported thus far Review collected by and hosted on G2.com. What problems is Velaris solving and how is that benefiting you? Velaris has helped to streamline the operation while offering wonderful insights as to how it could be done. Review collected by and hosted on G2.com. Show More 6/30/2024 Validated ReviewerSource: Organic ![Verified User in Computer Software](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Computer Software") AC Verified User in Computer Software Mid-Market (51-1000 emp.) 3/19/2024 "Simple-to-use platform, evolving quickly, excellent customer support" 5/5 What do you like best about Velaris? Our AM, James, is a standout. He replies quickly, has deep product knowledge, and is very helpful. The platform is easy to navigate, and their Dev team rolls out new feautres on the regular. Review collected by and hosted on G2.com. What do you dislike about Velaris? It's a newer platform, so there are features and capabilities that are missing that would normally be present with a more mature CRM/CSP Review collected by and hosted on G2.com. What problems is Velaris solving and how is that benefiting you? It's our primary CRM/CSP for the Customer Success team It's the center of the hub, from a data perspective, allowing the team to quickly access account and user information, activity logs, metrics, account health scores, etc Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Nidula G.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Nidula G.") NG Nidula G. Associate Project Manager Small-Business (50 or fewer emp.) 6/25/2024 "Velaris and its benefits" 4/5 What do you like best about Velaris? It's productivity and it's helpfulness in using when working in an office space Review collected by and hosted on G2.com. What do you dislike about Velaris? Nothing at the moment as it suits usability within the company Review collected by and hosted on G2.com. What problems is Velaris solving and how is that benefiting you? It's solving the lacking of efficiency in a company when working on collective teams and when in collaboration Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Rajitha F.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Rajitha F.") RF Rajitha F. Lecturer Mid-Market (51-1000 emp.) 6/30/2024 "Velaris, the pioneer of CS" 5/5 What do you like best about Velaris? Undoubtedly the best for CS with an interface which is user-friendly, top notch for customer success, with a platform of AI collaborative tools. Review collected by and hosted on G2.com. What do you dislike about Velaris? Nothing so far..works perfectly n highly user friendly Review collected by and hosted on G2.com. What problems is Velaris solving and how is that benefiting you? Customer tackling in a very easy manner Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![John G.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "John G.") JG John G. Customer Success Manager Mid-Market (51-1000 emp.) 3/18/2024 "Velaris Features for Customer Success Managers" 4.5/5 What do you like best about Velaris? I like Velaris due to the features , You can measure Health Score , Pulse of the accounts Review collected by and hosted on G2.com. What do you dislike about Velaris? would like to see a last seen of accounts I touched for easy access. Review collected by and hosted on G2.com. What problems is Velaris solving and how is that benefiting you? The Health Score and Pulse . Easy way to monitor accounts that are a risk for churning and retention 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(1,608) [ 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(1,608) ](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 [Which Adobe consultants have experience building UTM tagging models and multi-region attribution frameworks for enterprise marketing teams?](https://www.g2.com/discussions/which-adobe-consultants-have-experience-building-utm-tagging-models-and-multi-region-attribution-frameworks-for-enterprise-marketing-teams)[Which reputation management services solutions provide review monitoring without requiring extensive training or setup?](https://www.g2.com/discussions/which-reputation-management-services-solutions-provide-review-monitoring-without-requiring-extensive-training-or-setup)[What job shop management software makes material requirement planning straightforward for a small shop that does not want to pay for a full MRP system just to track raw material needs?](https://www.g2.com/discussions/what-job-shop-management-software-makes-material-requirement-planning-straightforward-for-a-small-shop-that-does-not-want-to-pay-for-a-full-mrp-system-just-to-track-raw-material-needs) [Ramp Up](https://www.g2.com/glossary/ramp-up-definition)[Best bots for startups looking to automate communication](https://www.g2.com/discussions/best-bots-for-startups-looking-to-automate-communication)[Pros and Cons Details](https://www.g2.com/products/velaris/reviews?qs=pros-and-cons) [Show MoreShow Less](javascript:void(0);)