Velaris Reviews & Product Details

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. Review collected by and hosted on G2.com.

it takes quite a long time to load sometimes

it has shortcomings, especially regarding pop-up windows when sending emails, comments in organizations Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

We’re based in the US, sometimes their hours can be a bit tough when we need quick turnaround Review collected by and hosted on G2.com.

AI capabilities and integrations. They also have great partnerships and take feature requests promptly. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

I appreciate its clean structure and the way it streamlines workflows across teams. Review collected by and hosted on G2.com.

Occasionally, navigating between different sections can take extra steps, which impacts efficiency. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Their current AI features need to improve further. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Nothing Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Nothing Review collected by and hosted on G2.com.

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.