--- 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. Ultimate customer success platform **Rating:** 3.0/5.0 stars **Reviewed by:** Anjana P. | Junior executive Business Development , Mid-Market (51-1000 emp.) **Reviewed Date:** June 30, 2024 **What do you like best about Velaris?** Velaris has data analytics which provides predictive insights and its valuable to address customer related issues **What do you dislike about Velaris?** There is nothing thus far at the moment. **What problems is Velaris solving and how is that benefiting you?** Velaris shows a customer interactions its patterns from inside and out. ### 2. Scalable Solution, Excellent Team, Integrates with Anything **Rating:** 4.0/5.0 stars **Reviewed by:** Darren O. | Mid-Market (51-1000 emp.) **Reviewed Date:** March 13, 2024 **What do you like best about Velaris?** - The team are excellent, incredibly helpful, responsive, and genuinely care about our success - Incredibly capable and, viable to integrate with any/all of our tools, willingness to build custom integrations - Scalable across our entire organisation, and able to get the core data easily **What do you dislike about Velaris?** - It can be a bit overwhelming, but more of a consequence of the sheer amount of data that we have to look at **What problems is Velaris solving and how is that benefiting you?** - Velaris is the OS system for our CS function, but integrates seamlessly with the rest of the organisation ### 3. Great experience with Velaris **Rating:** 4.0/5.0 stars **Reviewed by:** Henna H. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 02, 2024 **What do you like best about Velaris?** Your CS team is top noch. We've received all the help we've needed. Easy implementation and easy to use. **What do you dislike about Velaris?** The lack of ticketing system is a bit of an issue. **What problems is Velaris solving and how is that benefiting you?** Project controlling and giving a better understanding of our clients. ### 4. Velaris experience **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Leisure, Travel & Tourism | Mid-Market (51-1000 emp.) **Reviewed Date:** April 11, 2024 **What do you like best about Velaris?** That it allows you to see general information about your accounts in just one place, set tasks and leave notes. **What do you dislike about Velaris?** It sometimes takes a bit of time when an account is assigned to reflect that. And many things you need to save before continuing to apply changes on a same account, making it a bit tedious to do multiple changes. **What problems is Velaris solving and how is that benefiting you?** Account handling and updating. It's key for my day to day job ### 5. Velaris is helping us streamline Customer Success **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?** Whenever we encountered an issue or needed assistance, their team was not only responsive but also incredibly knowledgeable and helpful. They went above and beyond to ensure that we were getting the most out of the software. Shout out to our Account Manager James! Also, I am impressed by the speed at which Velaris delivers updates and new features. It's evident that they prioritize innovation and are constantly striving to boost their product to meet the evolving needs of users like us **What do you dislike about Velaris?** In the beginning, Velaris was lacking some features we needed. However, they did deliver most of the fetatues we needed very quickly **What problems is Velaris solving and how is that benefiting you?** It helped us streamline our CS processes and also track CS team activity and performance ### 6. Great tool for CRM **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** June 12, 2024 **What do you like best about Velaris?** It's a great CRM tool given the automation of the workflow and its UI making it easy to use. The flexibility helps with the day to day workflows, reporting and has helped us improve our customer relations so far. **What do you dislike about Velaris?** We are still integrating and are yet to make full use of the customizations the team has thoroughly helped us build. **What problems is Velaris solving and how is that benefiting you?** Holistic view on customer status and health which helps with internal reporting and customer relations. ### 7. Flexible and Reliable **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** March 13, 2024 **What do you like best about Velaris?** Velaris is a great product, it's very intuitive and easy to use. The team are incredible - they go above and beyond and are a joy to work with. Any feature we request or issues we raise are actioned very quickly. Integration, implementation and adoption naturally take time but couldn't be easier thanks to a great team. **What do you dislike about Velaris?** Nothing to note - the team is always open to feedback and endlessly making improvements. **What problems is Velaris solving and how is that benefiting you?** Cross-functional collaboration, transparency and knowledge sharing. Automating processes and reporting. ### 8. Fantastic support **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** March 20, 2024 **What do you like best about Velaris?** The support that velarias provides is of the highest caliber. They work with you to ensure that the tool is optimized for your company. They provide felixble solutions options when it comes to techincal integrations, which is a big plus. **What do you dislike about Velaris?** It is a new prouct and thus is still evolving. But thats a great thing as well. **What problems is Velaris solving and how is that benefiting you?** It is for the customer success team to have a 360 view of the health of their customers. ### 9. Great Product, awesome team! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** April 03, 2024 **What do you like best about Velaris?** It takes some time to get your head around the product but it is complete and customisable - Connecting to all the APIs we need. Also, love the team, every time we need help or assistance, we get it (thanks James!) **What do you dislike about Velaris?** Takes time to adopt, could improve the search function and a few other things but we are getting there :) **What problems is Velaris solving and how is that benefiting you?** Having all our data in one place ### 10. Flexible and reliable, almost anything is possible **Rating:** 5.0/5.0 stars **Reviewed by:** Linnea V. | Mid-Market (51-1000 emp.) **Reviewed Date:** July 27, 2023 **What do you like best about Velaris?** Very powerful and flexible platform that is helping us get in control and to work proactively with our customers by the help of automations, playbooks and success plans. There are some features (and more coming) which is supporting project management and collaboration with the customer, which was an important factor when deciding on CS platform. The flexibility of the platform has really been proven during the onboarding phase where they've made it work well for our business model and product structure - which is not a typical SaaS company. Very satisfied with the support and how they listen to ideas and quickly turn the good ones into new features. In addition, we appreciate that we get one source of truth about our customers and statistics, learnings for everyone at the company to access (unlimited "viewer seats"). We belive this really fosters a culture for a wider responsibility and team work for our customer's success. **What do you dislike about Velaris?** Adding additional segments when configuring health scores (for example product types) would make the scores more accurate. We're sure something will be in place in the near future! **What problems is Velaris solving and how is that benefiting you?** Transparency / One source of truth - we have already scrapped a lot of excel sheets, power points and docs, which let us focus more on our customers instead of keeping them up to date and answering a lot of questions from the organisation. We aim to get more control and be in the front seat and drive success (proactive vs. reactive) and work with a higher quality in our processes and to create better dialouges with our customers. When having time to focus more on our customers' opportunities and how they can overcome obstacles, we belive we'll be successfull as a company as well. ### 11. Super useful platform **Rating:** 5.0/5.0 stars **Reviewed by:** Briain O. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 13, 2024 **What do you like best about Velaris?** Easy to use. Lots of features. Team are super responsive. **What do you dislike about Velaris?** Some features are naturally still in development but the team are great to listening to our feedback **What problems is Velaris solving and how is that benefiting you?** Allowing us to manage data around our actual clients ### 12. New and Improving! Very helpful CS tool **Rating:** 4.5/5.0 stars **Reviewed by:** Henryque C. | Customer Success NA/SA B2B, Mid-Market (51-1000 emp.) **Reviewed Date:** March 06, 2024 **What do you like best about Velaris?** Their team is always working on improvements and is very open to feedback and requests. **What do you dislike about Velaris?** Some server instabilities and a few implementation hicupps **What problems is Velaris solving and how is that benefiting you?** Helping us with streamlining NPS, improving customer health score, managing customer's pulse and opportunities for upsell ### 13. Excellent platform for Customer Success Teams **Rating:** 4.5/5.0 stars **Reviewed by:** Rafael Alejandro V. | Customer Success Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** January 22, 2024 **What do you like best about Velaris?** It is a specialized platform for Customer Success teams to have full control over their clients. It covers the entire process and includes extras like NPS, CRM integrations, etc. They have a good Customer Success and support team, although I miss having a support chat. **What do you dislike about Velaris?** It is necessary to improve the customization part, many things you need are done AD-HOC, but it is important that one can customize their dashboards and other functionalities without needing their IT team. **What problems is Velaris solving and how is that benefiting you?** - Customer tracking - Automated workflows - NPS - Health Score - Integration with Hubspot ### 14. A great overview for different types of departments **Rating:** 3.5/5.0 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?** Reduces unnecessary questions between teams. Hub for centralizing information that can be used to take action on instead of discussing and exchanging information between roles in different departments. **What do you dislike about Velaris?** Interface could be clearer, names and logic of sections not relevant in all cases and makes it a bit difficult to understand for new users. **What problems is Velaris solving and how is that benefiting you?** Hub for centralizing information, keeping track of customer projects, structured way towards customer success ### 15. The CS Tool that has the flexibility of an internal tool **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** March 13, 2024 **What do you like best about Velaris?** The Velaris team are very responsive and collaborative to work with they've been able to automate workflows and bubble up insights that before rollout, we had to dig to find. The flexibility in their ability to integrate with API's has been very important for us! **What do you dislike about Velaris?** I would love to see a native ticketing system! **What problems is Velaris solving and how is that benefiting you?** Visibility and ability to consolidate client specific data in one place! ### 16. Powerful platform with useful reporting **Rating:** 5.0/5.0 stars **Reviewed by:** Jennifer M. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 09, 2024 **What do you like best about Velaris?** A comprehensive, effective, and flexible platform that gives us the tools to work closely and efficiently with our customers. The platform has increased team productivity due to its automation abilities and task management. We now have everything that we need in one place, including powerful reports and analytics to proactively maintain our customers, keep on track of engagement, revenue and much more. We are also extremely happy about the help and support from the Velaris team. **What do you dislike about Velaris?** Nothing to dislike about the platform . **What problems is Velaris solving and how is that benefiting you?** Productivity, automation, one place for everything, good powerful reporting ### 17. Great for understanding our most successful customers, advocates and ICP **Rating:** 5.0/5.0 stars **Reviewed by:** Lauren C. | Head of Marketing & Community, Small-Business (50 or fewer emp.) **Reviewed Date:** January 07, 2024 **What do you like best about Velaris?** The flexible health configuration and reporting allows us to deeply understand our customers. **What do you dislike about Velaris?** Nothing so far but it's early days for us **What problems is Velaris solving and how is that benefiting you?** Velaris is helping me to identify our most high-value and satisfied customers to turn them into advocates for the business. ### 18. They go beyond **Rating:** 5.0/5.0 stars **Reviewed by:** Tatiana D. | Customer Success Associate, Mid-Market (51-1000 emp.) **Reviewed Date:** March 06, 2024 **What do you like best about Velaris?** Velaris has been a great integration to our company. Honestly htey work hard all the time and they go beyond the possible to make the integrations happen **What do you dislike about Velaris?** I love everything about Velaris. I have nothing bad to say **What problems is Velaris solving and how is that benefiting you?** Health score and ease of account management. ### 19. Very useful for our operations in growth and retention. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Online Media | Small-Business (50 or fewer emp.) **Reviewed Date:** December 04, 2023 **What do you like best about Velaris?** As a founder being able to easily and quickly access client, team and product data in one site. High level of confidence to understand the health in my business. **What do you dislike about Velaris?** There is a wide range of functionalities and certain require some understanding on our side that we are today uncapable of. **What problems is Velaris solving and how is that benefiting you?** There are 2 main goals when using Velaris; 1. The organisation of all our data points to take proactive action. 2. Automation of our repetitive tasks to free time of our Ops teams. ### 20. Excellent tool to elevate your customer knowledge **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Education Management | Small-Business (50 or fewer emp.) **Reviewed Date:** March 06, 2024 **What do you like best about Velaris?** The actionability of the data points we gain from using Valaris **What do you dislike about Velaris?** It is on the pricey side of the spectrum for a company such as ours. **What problems is Velaris solving and how is that benefiting you?** Churn primarily, but also general customer activation. ### 21. An Amazing system that automates your life. **Rating:** 5.0/5.0 stars **Reviewed by:** Ernesto L. | Mid-Market (51-1000 emp.) **Reviewed Date:** March 13, 2024 **What do you like best about Velaris?** I love how easy to use and automated the entire platform is. **What do you dislike about Velaris?** Integration does take some time, however this is the case with mose software migrations. **What problems is Velaris solving and how is that benefiting you?** Customer Retention ### 22. GOOD CUSTOMER SUCCESS -- USEFUL PLATFORM - HELPING ME TO SHAPE THE DEPARTMENT **Rating:** 5.0/5.0 stars **Reviewed by:** Diego A. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 27, 2023 **What do you like best about Velaris?** The attention and customization of the platform thanks to the great customer success that they count on - is a help not only for the implementation of the platform but for the orientation, and effectiveness at the time of solving problems - an absolute win! **What do you dislike about Velaris?** Maybe, some more features in the revenue side, but im sure that this will come up soon! **What problems is Velaris solving and how is that benefiting you?** Transparency / One source of truth - also the dashboards are amazing in order to bring light to the teams performance! If it´s not in Velaris it does not exist ### 23. Velaris integration **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Leisure, Travel & Tourism | Mid-Market (51-1000 emp.) **Reviewed Date:** March 06, 2024 **What do you like best about Velaris?** Fast support, accurancy of data, intuitive platform **What do you dislike about Velaris?** It can be slow at times but speed check and improvements are regular **What problems is Velaris solving and how is that benefiting you?** Health score, KPIs, pipeline organisation, tasks ### 24. A great tool to work efficiently **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Human Resources | Mid-Market (51-1000 emp.) **Reviewed Date:** January 18, 2024 **What do you like best about Velaris?** What I like is hoy user friendly is the platform, it get everything I need to make a perfect follow-up on my accounts. **What do you dislike about Velaris?** Whar I think can be improve is the attributes part of the accounts. **What problems is Velaris solving and how is that benefiting you?** It help me to be focus and organize my tasks. ### 25. Great platform **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Hospitality | Mid-Market (51-1000 emp.) **Reviewed Date:** March 18, 2024 **What do you like best about Velaris?** Velaris is extremely intuitive and easy to navigate. The implementation was really easy and smooth. **What do you dislike about Velaris?** I have encounter a couple of glitches, specially at the beginning but thanks to James' help everything was resolved quickly **What problems is Velaris solving and how is that benefiting you?** You can control easily all your customers nad their health score - [View Velaris pricing details and edition comparison](https://www.g2.com/products/velaris/reviews?page=3§ion=pricing&secure%5Bexpires_at%5D=2026-08-07+04%3A52%3A42+-0500&secure%5Bsession_id%5D=098e23e7-cf7d-46c3-b622-b0e9b0f53378&secure%5Btoken%5D=0ba52077b546e17ae69e99520a6c16e77ccb77e034c45d6d0fa22fe1ceb994d8&format=llm_user) ## Velaris Integrations - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - [Airtable](https://www.g2.com/products/airtable/reviews) - [Calendly](https://www.g2.com/products/calendly/reviews) - [Chargebee](https://www.g2.com/products/chargebee/reviews) - 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Playbooks - Customer Segments - Product Engagement - Surveys - NPS of Customers - Customer Engagement **Predictions** - Churn Risk - Upsell Opportunities - Custom Triggers - Machine Learning **Platform** - Reporting & Dashboards - API & Integrations - Data Import & Export Tools - Workflow Capability - Notifications - Customization - Scalability - Data Security - Performance & Reliability - User, Role, and Access Management - Collaboration Tools - Real-Time Data - Activity Dashboard - Customer Experience Management - Churn Management - Survey/Poll Management - Communication Management - Task Management - Customer Management - Account Management - Renewal Management - Feedback Management - Knowledge Base Management - Revenue Management - Workflow Management - Contact Management - Email Management - Configurable Workflow **Generative AI** - AI Text Generation - AI Text Summarization - Generative AI **Agentic AI - Customer Success** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - 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