--- 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: '2026-08-04' parent_category: name: Customer Service url: https://www.g2.com/categories/customer-service --- # 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 find the **automation features** of Velaris excellent, simplifying processes and enhancing customer management efficiently. (5 reviews) - Users love the **seamless AI integration** in Velaris, enhancing workflows and improving customer management efficiency. (4 reviews) - Users find Velaris to have a **minimal learning curve** , making it easy to use and customize for business needs. (4 reviews) - Users commend the **exceptional customer support** of Velaris for its responsiveness and personalized assistance throughout their experience. (3 reviews) - Users value the **intuitive UI and seamless integrations** of Velaris, enhancing productivity and customer focus effortlessly. (3 reviews) - Users value the **time-saving benefits** of Velaris, allowing teams to focus on customers instead of software navigation. (3 reviews) - Users value the **centralized information** of Velaris, enhancing data management and insights for improved productivity. (2 reviews) - Users value the **exceptional customer support** from Velaris, enhancing their ability to effectively manage client relationships. (2 reviews) - Users appreciate the **seamless integrations** of Velaris, streamlining customer data for enhanced efficiency and insights. (2 reviews) - Note Taking (2 reviews) **What users dislike:** - Users find **implementation issues** with data mapping, but support from the Velaris team can help resolve them. (1 reviews) - Users find the **learning curve challenging** , making it somewhat difficult to get started with Velaris. (1 reviews) - Users wish for more **customization options** in Velaris, particularly regarding the interface design and layout. (1 reviews) - Users are disappointed by the **missing shareable Success Plans** , limiting collaboration and customer engagement until 2025. (1 reviews) - Users feel that Velaris lacks **intuitive data presentation** , making it less discoverable despite having the necessary information. (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. The most efficient options available for achieving client success **Rating:** 5.0/5.0 stars **Reviewed by:** Seneli R. | Associate - Content Strategist, Small-Business (50 or fewer emp.) **Reviewed Date:** June 13, 2024 **What do you like best about Velaris?** Our entire team finds Velaris' UI to be very user-friendly and intuitive. You can rapidly catch up with customer success management even if you're new to it. It is easy to track client health and performance because to the layout's cleanliness and organisation. We can easily map client journeys and obtain comprehensive account analytics using Velaris. Improved customer satisfaction and retention result from our ability to proactively solve problems and seize opportunities by visualising the full client lifecycle. Our time is greatly reduced by the integrated automation technologies, which streamline regular activities and workflows. Our operational efficiency has been further improved by Velaris's smooth interface with HubSpot, which synchronises customer data across platforms. This guarantees that everyone on our team always has access to the most recent and correct information. Because of the platform's strong project management features, we are able to efficiently oversee customer activities. We keep organised and make sure that everyone in the team is on the same page about client objectives and tactics thanks to features like playbooks and success plans. The support staff at Velaris is excellent. They actually care about our achievement and always answer quickly. They have demonstrated an outstanding level of proactivity in integrating input into the platform's development, demonstrating their commitment to fulfilling the changing demands of their user base. Our operations have been completely transformed by having a single source of truth for our customer data. Our ability to make decisions and plan strategically has increased because to the real-time information provided by Velaris' dashboards and reporting tools. Our dependency on many spreadsheets and papers has decreased thanks to this centralised method, which has increased productivity and cooperation. **What do you dislike about Velaris?** Velaris could be even more helpful if it allowed for more specific segmentation, like including particular product types, when configuring health scores. This would increase the precision of the scoring system. Fortunately, based on the company's history of adding features, it's likely that this functionality will be incorporated in future updates. **What problems is Velaris solving and how is that benefiting you?** Customer Success Software, This platform helps them understand their customers better, streamline their work, and automate tasks. This can benefit you if you work in customer success by making your job easier and more efficient. ### 2. The Ultimate Solution for Customer Success Management **Rating:** 4.0/5.0 stars **Reviewed by:** Roshith H. | Designer, Small-Business (50 or fewer emp.) **Reviewed Date:** June 12, 2024 **What do you like best about Velaris?** Velaris offers an incredibly intuitive interface that is easy for our entire team to navigate. Even those new to customer success management can quickly get up to speed. The layout is clean and well-organized, making it simple to track customer health and performance. With Velaris, we can effortlessly map customer journeys and gain deep insights into each account. The ability to visualize the entire customer lifecycle allows us to proactively address issues and capitalize on opportunities, leading to improved customer satisfaction and retention. The built-in automation tools save us a tremendous amount of time by streamlining routine tasks and workflows. Velaris’s seamless integration with HubSpot has further enhanced our operational efficiency by synchronizing customer data across platforms. This ensures our team always has the most accurate and up-to-date information at their fingertips. The platform’s project management capabilities are robust, allowing us to manage customer initiatives effectively. Features like success plans and playbooks help us stay organized and ensure that all team members are aligned on customer goals and strategies. Velaris’s support team is outstanding. They are always quick to respond and genuinely committed to our success. Their proactive approach to incorporating feedback into the platform’s development has been impressive, and it’s clear they are dedicated to meeting the evolving needs of their users. Having a single source of truth for our customer data has revolutionized our processes. Velaris’s dashboards and reporting tools provide real-time insights that have improved our decision-making and strategic planning. This centralized approach has reduced our reliance on disparate spreadsheets and documents, fostering greater efficiency and collaboration. **What do you dislike about Velaris?** One area where Velaris could improve is the ability to add more granular segments, such as specific product types, when configuring health scores. This enhancement would make our scoring even more precise. However, based on their track record, we are confident that this feature will be included in future updates. **What problems is Velaris solving and how is that benefiting you?** Overall, Velaris has significantly enhanced our customer success operations, providing us with the tools and insights needed to manage our customer relationships effectively. The platform is a valuable asset to our team, enabling us to be proactive and responsive, ultimately leading to better customer outcomes and a more streamlined workflow. We highly recommend Velaris to any organization looking to elevate their customer success strategy. ### 3. 6 months into rolling out Velaris in our CS team **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** July 08, 2024 **What do you like best about Velaris?** Having customer data points and numbers available in one place at a glance is helpful, as is the documentation capability and success plans. **What do you dislike about Velaris?** Velaris seems like it was created for the benefit of hawkish managers first and foremost, and actual CSMs a distant second. I appreciate the product is always improving, but currently it prioritizes ultimate visibility over the flexibility that CSMs often need. Being locked into a KPI/Milestone/Task format is one example, as is the number of clicks needed to add simple tasks. Ultimately this can lead to Velaris being a 'Friday admin' session where the week's tasks are recoreded en masse rather than fluidly working within ithe platform. **What problems is Velaris solving and how is that benefiting you?** Right now, it is a platform that helps me document all of my actions so that I can easily refer to them when collaborating with other functions. ### 4. A One-Stop Shop for All Things CS! **Rating:** 5.0/5.0 stars **Reviewed by:** Stephanie H. | Mid-Market (51-1000 emp.) **Reviewed Date:** March 11, 2024 **What do you like best about Velaris?** As a company, every person that we've interacted with so far is ace! Quick answers, quick solutions, and they make you feel like you're the VIP at the party. Our go-to CSM is a treasure trove of knowledge, overflowing with insights and insider knowledge that not only help us leverage the product to its fullest but also offer brilliant advice and solutions for everything customer success-related. It's the blend of their top-notch service and deep expertise that really sets them apart. As a product, Velaris is extremely intuitive, easy to navigate, and gives our team the flexibility to customize our view to best fit our workflows. The team made our implementation easy and provided an immediate impact. With automation features, it’s like having an extra set of hands, always keeping us one step ahead. **What do you dislike about Velaris?** I'm all in on Velaris! Honestly, there's nothing negative to point out. On the off chance something does pop up, our CSM, James, tackles it head-on. He doesn’t just listen; he mobilises the team, organizes meetings to dive deep into our concerns and requests, and presto—bespoke solutions start rolling out. They're all about evolving based on what you say, always introducing shiny new features. **What problems is Velaris solving and how is that benefiting you?** Before Velaris, we were using a myriad of tools to keep track of implementations, expansion, feature requests, success plans, etc. Everything was either living in numerous spreadsheets, on post-its, in Slack, you name it. But nothing was consolidated and it took a lot of work to find the information you needed. Having one source of truth is game-changing. The fact that it integrates easily into most of the tools we use such as HubSpot, Intercom makes updating customer information easy and information sharing across the business didn't need the process to be reworked. It all just works. It saves us time, effort and makes us way more efficient and productive. It's also giving us a dedicated space to handle all the CSM "stuff" that we need to do. ### 5. Powerful Customer Insights for Telco Clients **Rating:** 4.5/5.0 stars **Reviewed by:** Yuwan L. | Product & Operations Director, Mid-Market (51-1000 emp.) **Reviewed Date:** September 25, 2024 **What do you like best about Velaris?** Velaris provided excellent customer health scores and monitoring tools that give us clear visibility into how telecom clients engage with our services. The ability to integrate data from multiple systems helps us give our telco partners actionable insights. **What do you dislike about Velaris?** The reporting feature could be a bit more customizable for our specific tech-to-telco use cases, but it’s still highly useful. **What problems is Velaris solving and how is that benefiting you?** Velaris helped us manage the complex relationships we have with telecom clients, providing insights that allow us to predict churn and identify upsell opportunities. This has led to stronger partnerships and better alignment with our clients' business goals. ### 6. THE MUST-HAVE TOOL to grow your revenues and take care of your customers **Rating:** 5.0/5.0 stars **Reviewed by:** Cristina M. | COO, Mid-Market (51-1000 emp.) **Reviewed Date:** June 14, 2024 **What do you like best about Velaris?** As a founder, it is imperative to quickly access information on our clients, the productivity of the team, and the overall client sentiment on our product. This centralized platform, which allows CEOs to have a data-driven bird’s eye view of our CS operations, has been a game-changer for me. **What do you dislike about Velaris?** We probably haven’t experienced the platform fully yet. There are many tools and, since my CS team is low-touch, we are using Scenarios a lot but haven’t used Success Plans yet. **What problems is Velaris solving and how is that benefiting you?** Velaris has allowed us to have visibility on all our CS operations, organizing our data points and helping us take action when customers were in the verge of churning. It has saved us time and strongly helped us avoid churn and retain all our customers. Automation of most of our CS ops has at least freed up 6 hours a week of our CS team’s time. ### 7. Velaris: A Game-Changer for Customer Success and Operational Efficiency **Rating:** 5.0/5.0 stars **Reviewed by:** Afker N. | Account Associate, Small-Business (50 or fewer emp.) **Reviewed Date:** June 05, 2024 **What do you like best about Velaris?** Velaris has been a game-changer for our team. It's incredibly intuitive and easy to use, making it simple for everyone to understand the health and performance of our book of business with just a few clicks. The ability to map customer journeys and anticipate the next steps with key accounts is invaluable. Their team is fantastic at incorporating feedback and ensuring the platform meets our needs. The built-in automations, powerful project management tools, and seamless integrations, particularly with HubSpot, have streamlined our processes and saved us a significant amount of time. The customer support is top-notch, always responsive, and genuinely committed to our success. **What do you dislike about Velaris?** There's really nothing significant to dislike about Velaris. We've encountered a few minor bugs, but they were quickly resolved by their responsive support team. The initial setup can be a bit lengthy, taking about three weeks, but this is fairly standard for such comprehensive software. Once up and running, everything works smoothly. **What problems is Velaris solving and how is that benefiting you?** Velaris has revolutionized how we handle post-sales operations. It provides an all-in-one solution for managing customer data, automating tasks, and monitoring potential issues. This has allowed us to scale our operations efficiently and ensure that no customer slips through the cracks. The platform's dashboards and reporting tools give us real-time insights into our clients' journeys, helping us make informed decisions and improving our customer success strategies. By consolidating all our data in one place, Velaris has significantly enhanced our team's productivity and effectiveness. ### 8. Best Product and Team out there **Rating:** 5.0/5.0 stars **Reviewed by:** Burhan K. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 22, 2024 **What do you like best about Velaris?** Velaris is an amazing product but their people/team is their best asset. The implementation was really easy and smooth. They have integrated with our Hubspot, intercom and our product easily. During and after implementation, they went above and beyond to help us not just with Velaris but improving our internal CS processes and helping us to be a better CS team. Any feature we requested or any issues we have raised was fixed/released very quickly. Never been disappointed with the team or the product and cannot recommend Velaris enough. It's a very intuitive and easy to use. **What do you dislike about Velaris?** We have been using Velaris for over 2 years and I cannot think of any dislikes. Any issues or missing features were delivered/fixed very quickly. The team listens to our feedback and always introducing new and exciting features. **What problems is Velaris solving and how is that benefiting you?** Before Velaris, we were using google sheets and various systems to track our implementations and search through Outlook for customer history. Velaris allowed us to have everything in one place. We can now track our implementations and customer relationships on Velaris. We can easily see reports on everyone's activity, how long implementations take and track customer health. Velaris helped us save time and helped us increase our retention by easily spotting customers who are at risk of churning. ### 9. A system for customer success team which let's you automate most of the workflow **Rating:** 5.0/5.0 stars **Reviewed by:** Shabeeb R. | Senior onboarding specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** March 07, 2024 **What do you like best about Velaris?** Velaris is a system which allow us to automate most of our customer related workflow. Also, help us stay on top of customer healthscore and train the customer with us pro-activly. The team is open for suggestion and help you build the integration and customize the system to match your company CS team's requirements. After you set all up properly which takes some time things get easier and it saves a lot of time everyday. **What do you dislike about Velaris?** The integartion time is steep. The team is building everything as you want and transfer imense amount of data which will take to time. **What problems is Velaris solving and how is that benefiting you?** Velaris is helping us increase our customer retention. We set certain indexes inside Velaris to monitor customer health. Once, it goes lower we pro-actively reach out to the client and make sure the health score is maintained. Also, it helps with various CRM-related works. ### 10. Powerful tool with excellent reporting features **Rating:** 5.0/5.0 stars **Reviewed by:** Manuli H. | Customer Service Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** September 18, 2024 **What do you like best about Velaris?** Velaris has significantly changed our strategy for achieving client success. We are now able to make more data-driven decisions because to the excellent reporting tools. It's simple to monitor important data and work together across teams. **What do you dislike about Velaris?** Although it took a little longer than anticipated to get set up, the tool has been really helpful. **What problems is Velaris solving and how is that benefiting you?** We can now keep a closer eye on our interactions with customers and utilise the information to refine our tactics. Eliminate tedious manual data entering and switching between multiple tools ### 11. Velaris an absolute game Changer **Rating:** 4.5/5.0 stars **Reviewed by:** Nikoli B. | Instore team member, Small-Business (50 or fewer emp.) **Reviewed Date:** September 11, 2024 **What do you like best about Velaris?** This software enables us to manage all customers data at one place which definitely proves the productivity and efficiency of the system. The developers are quick to adapt, implement new features onto the software while maintaining a seamless efficient experience to its users with their incredibly quick responsiveness. **What do you dislike about Velaris?** As of now I have not come across any issues with Velaris nor anything that I dislike so far as a result of the support received from the team. **What problems is Velaris solving and how is that benefiting you?** Overall Velaris have been an excellent platform so far. ### 12. Extremely powerful tool + smooth onboarding process. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** July 16, 2024 **What do you like best about Velaris?** We love how flexible the platform is, as it has perfectly adopted to our CS Strategy. It accounts perfectly for both high-touch as well as low-touch customers. Moreover, there is a lot of flexibility in terms of how the platform tracks and showcases the data. Customers can select their own integrations, as well as explain which information they want to create dashboards of. Moreover, the Velaris CS team is extremely helpful. The onboarding process was one of the smoothest we’ve ever gone through as a company. It’s a perfect balance between powerful and completeness - intuitive and easy to use. **What do you dislike about Velaris?** We prioritize success plans more than scenarios, as we prioritize high-touch customers over low-touch. Therefore, up to now, we have used success plans much more heavily than scenarios. Nonetheless, we know that we will start using scenarios much more as soon as our low-touch vertical starts growing. **What problems is Velaris solving and how is that benefiting you?** Velaris has helped us integrate all the information we have on our customers into one single platform. This has not only saved us A LOT OF TIME, but also provided greater insight and clearer visibility into our activities, operations and results. We can now report on our actions, automate communications and provide a faster, more efficient nad more effective service to our customer. In turn, we see higher rates of upselling and less, more controlled risk of churn. ### 13. Velaris is the future **Rating:** 5.0/5.0 stars **Reviewed by:** Shamila S. | Marketing Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** July 31, 2024 **What do you like best about Velaris?** Velaris facilitates operational efficiency and helps us better understand our clients. Every day, we make use of collaborative tools and success plans. We also value their reporting features since they let us communicate with our leadership using more data. We have lately taken advantage of their automation tools and NPS to learn more about our clients and automate our conversations with them, saving us hours of laborious human labour. **What do you dislike about Velaris?** Their personnel goes above and beyond to ensure that our needs and concerns are addressed. They have regular communication with their product team. **What problems is Velaris solving and how is that benefiting you?** Not just the CS team, but our entire organisation has benefited from Velaris. ### 14. Velaris is the key to successful and efficient CS teams **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Hospitality | Small-Business (50 or fewer emp.) **Reviewed Date:** July 12, 2024 **What do you like best about Velaris?** Velaris has allowed us to stay one step ahead of our customers: we always know the health and pulse of each of our clients, we now have much more standardized and efficient onboarding processes and our communications have never been more consistent. Velaris has allowed us to automate redundant tasks (which, in turn, has saved us a lot of time and made our team more efficient), and, overall, it has provided us with a bird’s eye view of our accounts. If your CS team is growing/ your CSMs are stressed, trying to make sense of their client’s health, I’d highly suggest trying out the platform. **What do you dislike about Velaris?** When we first started using the platform, we were overwhelmed with the different features and tools that the platform had to offer. However, their own CS team was very intentional about getting us successfully onboarded and helping us make the most out of the platform. Moreover, their UI/UX is very smooth, which is particularly appreciated when first trying out the platform. **What problems is Velaris solving and how is that benefiting you?** Velaris has allowed us to standardize our processes, centralize our data points, and align teams. ### 15. A Great CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** March 19, 2024 **What do you like best about Velaris?** If you are looking for a CRM that is easy to pick up and understand, Velaris is the one for you. Velaris work with you to ensure your account is setup to meet your needs and are great at taking feedback on board. The usual reporting tools and dashboards, but everything you need. Velaris has all the features to help you understand your clients and automate tasks **What do you dislike about Velaris?** nothing to date, it has all the features that allow me to successfully manage my customers and they are great at supporting when you need assistance. **What problems is Velaris solving and how is that benefiting you?** I have automated planners and reminders for new accounts, this helps me keep on top of the tasks required to implement a new customer. They are working with my admins to help me integrate an automated process for onboarding smaller customers and customers who are trialling our product and do not need a human touch until sale. APIs linked to my companys internal portal and customer support channels, ensuring data is readily available in different working spaces. I like the modern clean UI, other CRMs can be overbearing ### 16. Driving Client Success and Operational Innovation **Rating:** 5.0/5.0 stars **Reviewed by:** Vikum M. | Social Media Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 30, 2024 **What do you like best about Velaris?** elaris can easily integrate the highly varied data from multiple sources into a single platform that our organisation utilises to analyse and connect with our clients' health. In addition, it offers insight into all of that data and includes extra capabilities like project management tools, success plans for measuring customer outcomes, and playbooks for standardising processes that help us in our day-to-day operations. **What do you dislike about Velaris?** To make sure that our requirements and concerns are met, their staff goes above and beyond. They communicate with their product team frequently, which enables **What problems is Velaris solving and how is that benefiting you?** Not just the CS team, but our entire organisation has benefited from Velaris: ### 17. A great tool to help your CS Department **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** July 16, 2024 **What do you like best about Velaris?** As a CSM it is always important to know how your custumers are and, where in there lifecylce they find themslefs and who us taking care of them. Velaris is a tool that helps me do all of that and keep good tabs and relastions with my custumers. **What do you dislike about Velaris?** The first time using velaris can be a bit complicated as the whole interface and page is new to you so it might take you a bit of time to properly understand it. **What problems is Velaris solving and how is that benefiting you?** The probelm that we had is that all the information about our custumers were in diffrent places and it was hard to get an overview. But with velaris we are able to have all the data in one place with makes drawing up conclusions and sharing them with the rest of the company a lot simpler ### 18. Flexible platform and perfect for day-to-day operations in CS **Rating:** 4.5/5.0 stars **Reviewed by:** Emma R. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 18, 2024 **What do you like best about Velaris?** The personalization and adaptability of the platform and the super professional and personal support we've gotten has definitely been the best parts. We're not making use of all the features and functionalities yet, but that's also been a part of the good experience, that we can start with the basics and get that into our day-to-day routines, and later add on and get even more out of the platform. We've also gotten help with integration to Hubspot and to our own platform. **What do you dislike about Velaris?** Some more adaptability to the UI in some views would be nice. Under organizations for example, there is lots of visible information and elements that are not relevant for the day-to-day usage, so it would be nice to have more focus in the view and highlight the most important things. Like moving activity feed to the top. **What problems is Velaris solving and how is that benefiting you?** Velaris gives structure and allows for automations. We stay on top of things with clients while we grow. ### 19. The MUST-HAVE CSP to take an organization from “good” to OUTSTANDING. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** June 12, 2024 **What do you like best about Velaris?** It is a very powerful tool to manage any type of project. Success plans are AMAZING, and allow the team to be focused on the end goal, not just the tasks. I also love the automation feature, saving me and my team A LOT OF TIME on redundant tasks. Surveys, which are connected to automation, are also an amazing bonus of using Velaris. **What do you dislike about Velaris?** When we started, they hadn’t implemented any AI tools. But, this year, they launched an Velaris AI, which is of great help for having as it analyses raw text coming from all of our other platforms and summarizes it, gives us insight on it… super helpful for meetings, catching up with the team and having quick snapshots of our client relationships. **What problems is Velaris solving and how is that benefiting you?** Before this CSP, we were awarding our attention to tons of issues, unable to understand what was relevant and what wasn’t. The same was happening with our customers: when organizations are just starting, it is easy to know how the relationship is with each customer, but, after scaling up, we were starting to lose customers out of not having a clear outlook on our their health, and thus not being able to act upon possible risks of churn. With Velaris, we have gained a clear view into our operations, and the automation tool has allowed us to save time on boring/ redundant tasks. Kudos to James for the AMAZING support we’ve gotten. Great at keeping the relationship strong. ### 20. Quite intuitive **Rating:** 5.0/5.0 stars **Reviewed by:** Gabriela D. | Team Lead, Mid-Market (51-1000 emp.) **Reviewed Date:** March 18, 2024 **What do you like best about Velaris?** Despite not having attended the onboarding because I was on maternity leave, it was pretty intuitive to learn how to use the platform **What do you dislike about Velaris?** Perhaps the lack of tutorial videos, or links that redirect me to these videos to learn how to use certain sections **What problems is Velaris solving and how is that benefiting you?** Having all our client's information in one place, having an excellent tool to analyze metrics ### 21. Velaris has great potential **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Legal Services | Small-Business (50 or fewer emp.) **Reviewed Date:** July 04, 2024 **What do you like best about Velaris?** James and the Product team have been great and super responsive to our needs and quick to offer help. **What do you dislike about Velaris?** It can be somewhat rigid in its capabilities, which don't work for many of our use cases, which leads to customizations and workarounds. **What problems is Velaris solving and how is that benefiting you?** We've never had a central source of truth. Instead, our CSMs were required to utilize multiple programs and data sources to try to paint a picture of how our clients are performing. With Velaris, we now have a more holistic view of the organization, are able to identify risk more effeciently, and are promoting cross-team collaboration. ### 22. A must needed tool for your success team! **Rating:** 5.0/5.0 stars **Reviewed by:** Jose Carlos V. | Senior Customer Success Specialist | Enterprise Onboarding Specialist | SaaS |, Mid-Market (51-1000 emp.) **Reviewed Date:** March 07, 2024 **What do you like best about Velaris?** Its very easy to use and intuitive, all the tools you need are align with your daily workflow so a transition is done fairly simple as you incorporate your tasks into it. The integrations they offer are ideal to help you bring over the information to incorporate to your database, which is something very useful while working across multiple platforms It allows for flexibility to build out the workflows and offers options to improve the customer facing ones **What do you dislike about Velaris?** Probably that depending on the connections you use, the information might not get sync right away but the support team is able to sort it out very fast if needed **What problems is Velaris solving and how is that benefiting you?** Client health score Workflows improvement Deal stages with more clarity ### 23. Powerful ! and Essential Tool for Customer Success Management **Rating:** 4.5/5.0 stars **Reviewed by:** abdullah a. | Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** June 28, 2024 **What do you like best about Velaris?** This tool is a life saver. Overall the platform has helped the team manage CS activities withiut any hassle. The integrated dashboards and reporting tools provide insights thats helped the team to make descision to better improve the process. **What do you dislike about Velaris?** So far, I haven't encountered any major issues. The team had a few minor issues which were quickly resolved by the team. **What problems is Velaris solving and how is that benefiting you?** We have been looking out at various softwares out there but most of them were just expensive and some didnt have the required features we wanted. Velaris was able to cater to both aspects also providing a modern UI. ### 24. The best option to organize your customers and know their health. **Rating:** 4.5/5.0 stars **Reviewed by:** Alejandro M. | Small-Business (50 or fewer emp.) **Reviewed Date:** July 27, 2023 **What do you like best about Velaris?** One of the best things in Velaris is that we can create differents workflows and automate everything to control the comunication in every step of our pipelines. The customization of the campaigns is top to include in our workflow. We are using for NPS and we are receiving valuable information of customers. Easy to create differents atributes about customers and create dasboards to see them easily. Also create some playbooks to remain some task in different stages. **What do you dislike about Velaris?** Customizing task boards. Break down customers' health into their own file **What problems is Velaris solving and how is that benefiting you?** You can control easily all your customers and where are them in your cycle. We are controlling the NPS, creating playbooks to remains us all our tasks. ### 25. Fanastic and flexible Customer Success Management Portal **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Hospitality | Mid-Market (51-1000 emp.) **Reviewed Date:** March 14, 2024 **What do you like best about Velaris?** There's a lot to love about Velaris, but my favorite feature to date has been the Scenarios tool, where process automation is built. We've leveraged plenty of Scenarios and are constantly looking for new ways to make our workflows more efficient. Definitely can't leave out our CSM James, who has been magnificent throughout our Onboarding, post-onboarding, and ramp-up periods. He's been available as a lifeline to our teams using Velaris, a guru and idea implementer, and we couldn't have done it without you, James! **What do you dislike about Velaris?** There's no roadblock we haven't come across that James hasn't guided us through, submitted a feature request for, or found a workaround for throughout our relationship. **What problems is Velaris solving and how is that benefiting you?** As an Onboarding Team, we love Scenarios for assigning our playbooks, scheduling outreach, and assigning appropriate team members. The Reporting features are also extremely beneficial as a Customer Success organization, giving us insights on our customer's health scores. ### 26. Solid for success plans and project management **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** July 01, 2024 **What do you like best about Velaris?** - Customer success manager is very responsive to any requests. - Success planning feature is clean and easy to use - important exercise for any CSM to go through with every account. - Integration with other systems has been positive (some room for improvement expected over time) **What do you dislike about Velaris?** - Difficulties of using it externally or collaboratively with our customers. - Lots of features can be overwhelming to navigate, especially when starting out as a new user. **What problems is Velaris solving and how is that benefiting you?** Success planning with customers. Previously, this existed only in document format, and now Velaris standardises the structure and drives accountability across CSMs. ### 27. Getting Value out of Velaris from Day 1! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** June 18, 2024 **What do you like best about Velaris?** My favorite feature has been the Scenarios tool. Our team uses it to automate processes. We have already put in place plenty of Scenarios and are constantly thinking of new ways to automate our tasks through Velaris. We have automated communication in every step of our client pipelines. Moreover, I appreciate the NPS features and Dashboards, which provide very useful insights on the health and status of our customers. **What do you dislike about Velaris?** Honestly, whenever we had an issue, James was always helpful. He has guided us through lots of doubts. Velaris provides a direct line of communication to their CSM team, which leaves you feeling accompanies by their team, always feeling like a VIP user. **What problems is Velaris solving and how is that benefiting you?** Lack of control on our customers. Lack of automatization of tasks Stopped playing “catch-up” everyday, as it integrates all our insights and data in one, intuitive platform. ### 28. Streamlining Customer Relations with Ease **Rating:** 5.0/5.0 stars **Reviewed by:** Uvindu S. | Business consultant, Mid-Market (51-1000 emp.) **Reviewed Date:** March 08, 2024 **What do you like best about Velaris?** Velaris CRM stands as a beacon of efficiency and effectiveness in the realm of customer relationship management. In my experience with this stellar system, I've found it to be a comprehensive solution that excels in streamlining business operations and enhancing customer satisfaction. What sets Velaris apart is its user-friendly interface, which offers an intuitive navigation experience. Even for users with limited technical proficiency, accessing and managing customer data becomes a breeze, thanks to its well-designed layout and straightforward menus. **What do you dislike about Velaris?** Not found anything yet. Love the system! **What problems is Velaris solving and how is that benefiting you?** CRM and monthly reports. Velaris enables me to keep a good track of all my clients and makes the life more easier with the reports. ### 29. A one stop shop for managing customer relationships **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Medical Devices | Small-Business (50 or fewer emp.) **Reviewed Date:** September 18, 2024 **What do you like best about Velaris?** Everything we require to optimise our customer success activities is provided by Velaris. Its reporting features are outstanding; they give us the information we need to share important trends and insights with leadership. We've also saved a tonne of time thanks to the automation. **What do you dislike about Velaris?** For the time being we have used the platform . we haven't come across any dislikes. **What problems is Velaris solving and how is that benefiting you?** Velaris has taken the place of several solutions we were utilising for reporting and customer management. We can now monitor interactions, health ratings, and customer lifecycles on a single platform. ### 30. Fit for purpose! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Legal Services | Mid-Market (51-1000 emp.) **Reviewed Date:** July 08, 2024 **What do you like best about Velaris?** Our CSM is very responsive. It feels cusom built for our organization. It's more fit for purpose than traditional tools. I am able to see more information in one place across more clients than I have from previous tools. **What do you dislike about Velaris?** The learning curve is a bit steep. It can be a bit confusing marking tasks off and seeing what you need to do across multiple accounts. **What problems is Velaris solving and how is that benefiting you?** It allows us to get a better snapshot of clients over time and at a glance. ### 31. Great experience thus far! **Rating:** 4.5/5.0 stars **Reviewed by:** Amelia O. | Mid-Market (51-1000 emp.) **Reviewed Date:** March 29, 2024 **What do you like best about Velaris?** The reporting features are very helpful and automated. We have aggressive growth goals and this gives great visibility into how we are tracking against our goals. Our CSM is also great - he is known on a first name basis throughout our entire org. He gets our workflow and how Velaris can impact/improve it. It's simple and easy to use, as well! **What do you dislike about Velaris?** Few things come to mind. The benefits that the reporting bring outweigh any concerns at the moment **What problems is Velaris solving and how is that benefiting you?** Visibility and automations with client lifecycle, pipeline management, implementation processes, etc. ### 32. So far everything on Velaris has worked really well and it's one of the best tools from their branch **Rating:** 5.0/5.0 stars **Reviewed by:** Malik S. | Customer Success Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 04, 2024 **What do you like best about Velaris?** Having everything we need at just one place **What do you dislike about Velaris?** Nothing so far, Velaris has been working really good for me and my team **What problems is Velaris solving and how is that benefiting you?** Communicating with the clients and the team in one place, while having all of the data in the same place ### 33. Transforming Client Success and Operations: The Velaris Advantage **Rating:** 5.0/5.0 stars **Reviewed by:** Feron F. | Student Ambassador, Small-Business (50 or fewer emp.) **Reviewed Date:** April 24, 2024 **What do you like best about Velaris?** Velaris Improves Productivity and simplifies process like never before with its strong automation tools and seamless intergration capabilities. **What do you dislike about Velaris?** For now There is not much about velaris to dilike **What problems is Velaris solving and how is that benefiting you?** Businesses are facing significant hurdles in managing operations and client success. ### 34. Time to value was very fast **Rating:** 5.0/5.0 stars **Reviewed by:** Jaime F. | React Frontend Developer, Mid-Market (51-1000 emp.) **Reviewed Date:** April 19, 2024 **What do you like best about Velaris?** The combination of the product and the services, kudos to James and Aidan for their support during the whole setup **What do you dislike about Velaris?** We couldn't have all the data that we wanted due to our own data setup internally which wasn't really a problem of Velaris **What problems is Velaris solving and how is that benefiting you?** It gave us a wholidoc view of our book of business and allowed us to work on customer projects having all the customer information connected to each project ### 35. Integral support tool for CSx **Rating:** 4.5/5.0 stars **Reviewed by:** Victoria L. | Mid-Market (51-1000 emp.) **Reviewed Date:** January 17, 2024 **What do you like best about Velaris?** How easy and intuitive it is to use. Even people ho have never used a similar tool before, will learn and benefit from it in no time. Also, they have an amazing team that will help you make the most of the use for your particular business. They respond very quickly and are easily reachable. **What do you dislike about Velaris?** I have encounter a couple of glitches, specially at the beginning, but other than that, nothin in particular. **What problems is Velaris solving and how is that benefiting you?** All the informations and details of a high number of clients are easily obtainable. It calculates usage rates automatically and helps keep track of all the events and tasks related to each client. ### 36. easy to use and very complete service **Rating:** 4.5/5.0 stars **Reviewed by:** Gilmara V. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 18, 2024 **What do you like best about Velaris?** Velaris is my daily tool for total control of my clients life cycle. In a very easy and intuitive way, it allows me to have a clear view of all the details relevant to my accounts, in addition to allowing me to manage my projects and actions in a very simple way. **What do you dislike about Velaris?** There is nothing I dislike for now, there is room for improvement but you are always open to listen and take our feedbacks into account. **What problems is Velaris solving and how is that benefiting you?** It allows me to have a clearer view of the current status of all my customers, monitor their life cycle, automate processes and control pendencies. ### 37. Implementing a system have become so smoooth now **Rating:** 5.0/5.0 stars **Reviewed by:** Aaron F. | Software Engineer, Small-Business (50 or fewer emp.) **Reviewed Date:** June 27, 2024 **What do you like best about Velaris?** The customer exprince how they support us from one point to another. The easiyness that i got from this software is amazing as well. Intergrating was easy as well. **What do you dislike about Velaris?** I personally did not have any negative exprince per say **What problems is Velaris solving and how is that benefiting you?** Tackling the customers was at so ease. ( This was the best benefit i got out from it ) ### 38. A great CS tool for our scaleup **Rating:** 5.0/5.0 stars **Reviewed by:** Oscar . | Mid-Market (51-1000 emp.) **Reviewed Date:** March 18, 2024 **What do you like best about Velaris?** The onboarding experience was first class. We got up and running within a couple of weeks. Velaris was super attentative to our feature requests as well. The small things we were missing has been added and I feel this is a company that listens to their customers. The dashboarding functionality is really useful for our company. **What do you dislike about Velaris?** The integration to ZenDesk would be even better if it allowed us to map to our accounts instead of organisations. **What problems is Velaris solving and how is that benefiting you?** Velaris provides us with an overview of all our customers, the ability to automate tasks using playbooks and advanced dashboarding functionality to help us communicate internally, for example to forecast ARR. ### 39. Navigating success with how velaris redefined my CS Journey **Rating:** 4.0/5.0 stars **Reviewed by:** Rithmi P. | Junior Executive - Sales and Marketing, Enterprise (> 1000 emp.) **Reviewed Date:** June 28, 2024 **What do you like best about Velaris?** This software is designed by Cs experts which is quite beneficial for customer success by arming with collaborative tools. **What do you dislike about Velaris?** The set up time is fairly standard for comprehensive software but it could be seen as a downside for those looking for a quicker implementation **What problems is Velaris solving and how is that benefiting you?** The software helps me to track customer outcomes and improve team productivity ### 40. An Excellent CRM for Automating Workflows and Boosting Customer Success **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** June 12, 2024 **What do you like best about Velaris?** Velaris is intuitive and highly efficient in automating workflows. It offers comprehensive tools and dashboards to engage with clients, and the responsive team ensures the system meets specific business needs, ultimately saving time once set up. **What do you dislike about Velaris?** The integration process is time-consuming, requiring significant effort to transfer and customize data. However, the support from the Velaris team helps mitigate this issue. **What problems is Velaris solving and how is that benefiting you?** Velaris improves customer retention and management by automating planners and reminders, making data accessible through APIs, and maintaining customer health scores. Its modern UI and proactive approach enhance overall customer satisfaction, making it a superior choice compared to more complex CRMs. ### 41. A game-changer to streamline all our CS processes. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** June 20, 2024 **What do you like best about Velaris?** 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. **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 **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. ### 42. Leverages AI to help businesses in the best way possible **Rating:** 4.0/5.0 stars **Reviewed by:** Imarshi K. | Content and Communications Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** June 12, 2024 **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. **What do you dislike about Velaris?** I have not faced any downsides as of yet for the Velaris platform. **What problems is Velaris solving and how is that benefiting you?** It offers impressive features which proactively engages with customers and builds stronger relationships. ### 43. The velaris experience **Rating:** 3.5/5.0 stars **Reviewed by:** Sachini H. | Core committee , Enterprise (> 1000 emp.) **Reviewed Date:** June 28, 2024 **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. **What do you dislike about Velaris?** The initial setup process can be somewhat complicated and lengthy. **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 ### 44. Velaris is very useful **Rating:** 5.0/5.0 stars **Reviewed by:** James R. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 14, 2024 **What do you like best about Velaris?** One Stop Shop, you can almost instantly see the customer's history in an instant. **What do you dislike about Velaris?** At this rate, it still takes a significant amount of time for the details to load. **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. . ### 45. The DREAM for any organization with a CS team. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** June 18, 2024 **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!!! **What do you dislike about Velaris?** I am still discovering all the features. **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. ### 46. Providing tailored custom solutions **Rating:** 4.0/5.0 stars **Reviewed by:** Trishani J. | Sales & Marketing Junior Executive , Enterprise (> 1000 emp.) **Reviewed Date:** June 18, 2024 **What do you like best about Velaris?** The interface of the system is great. It helps the user to receive custom solutions **What do you dislike about Velaris?** The system has been good and no problem has been reported thus far **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. ### 47. Simple-to-use platform, evolving quickly, excellent customer support **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** March 19, 2024 **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. **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 **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 ### 48. Velaris and its benefits **Rating:** 4.0/5.0 stars **Reviewed by:** Nidula G. | Associate Project Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** June 25, 2024 **What do you like best about Velaris?** It's productivity and it's helpfulness in using when working in an office space **What do you dislike about Velaris?** Nothing at the moment as it suits usability within the company **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 ### 49. Velaris, the pioneer of CS **Rating:** 5.0/5.0 stars **Reviewed by:** Rajitha F. | Lecturer, Mid-Market (51-1000 emp.) **Reviewed Date:** June 30, 2024 **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. **What do you dislike about Velaris?** Nothing so far..works perfectly n highly user friendly **What problems is Velaris solving and how is that benefiting you?** Customer tackling in a very easy manner ### 50. Velaris Features for Customer Success Managers **Rating:** 4.5/5.0 stars **Reviewed by:** John G. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** March 18, 2024 **What do you like best about Velaris?** I like Velaris due to the features , You can measure Health Score , Pulse of the accounts **What do you dislike about Velaris?** would like to see a last seen of accounts I touched for easy access. **What problems is Velaris solving and how is that benefiting you?** The Health Score and Pulse . 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