Velaris Reviews & Product Details

This tool significantly simplified how we manage the customer success team and the clients. The platform's ease of use, combined with straightforward integration (even if not direct one, their tech team build one for us), allowed us to automate critical processes quickly (drop in NPS > immediate email follow-up). Its robust set of features and intuitive design enable my team to proactively address customer needs, boosting engagement and retention. Customer support from Velaris has also been exceptionally responsive and helpful (kudos to the shared Slack channel!). Review collected by and hosted on G2.com.

While the platform is generally good, we've encountered minor limitations (mostly in the migration process as it was a bit harder moving from the previous CSM tool we were using) regarding mapping out the data the same way. Expanding options for personalized reporting would further enhance our experience, though it hasn't substantially affected our overall positive view of the product. Review collected by and hosted on G2.com.

Velaris has been a great help in streamlining and consolidating our Customer Success operations. The platform is highly adaptable and the Velaris team has been brilliant in helping us get all our integrations sorted.

Because we have all our customer data in one place, the team saves a lot of time every week and everyone understands what needs to be done and which customers need attention.

The AI features it offers are also fantastic. In particular the Trending Topics feature allows us to get easy reports on voice of customer data in our support tickets. We’re also using the AI Pulse in our health scoring. Review collected by and hosted on G2.com.

When we first were using Velaris, there was a limitation where we could not create our own reports and had to rely on the Velaris team for our dashboards. But since then they have released a Custom Dashboards feature. It can still be a little complicated to build your own dashboard, but we are still able to get reports far more easily than when we didn’t have Velaris. Review collected by and hosted on G2.com.

We are using Velaris to manage our book of business all in one place. The platform offers health scores, playbooks and success plans that help us keep track of customer health and initiatives. Since implementing Velaris all our processes have become standardized as everyone follows the same playbooks. The AI features they offer are also extremely helpful in making my daily workflows more efficient. Thanks to their meeting summary agent, I’m able to quickly recall key information and actions discussed during customer calls without rewatching recordings. Review collected by and hosted on G2.com.

There are sometimes a few bugs in the UI that throws me off now and then. Review collected by and hosted on G2.com.

I liked the implementation process. The Velaris employees were really helpful and stayed in touch throughout the implementation. Review collected by and hosted on G2.com.

It could be more user-friendly. A lot of the functionality feels hidden, and I found it difficult to figure out how to do exports. Review collected by and hosted on G2.com.

The health scores and customer views have been great in helping us understand our customers better. The AI meeting agent saves me time from rewatching meeting recordings. I can quickly understand the key points discussed immediately after the meeting without having to take notes to go through the recording again. It has been a lifesaver. We also use automations to save time on data entry/admin work and automate communications with our low touch accounts. Review collected by and hosted on G2.com.

The Success Plans aren’t shareable with customers. I am told this capability is on the 2025 roadmap but so far we can only share them internally. Review collected by and hosted on G2.com.

Velaris’ customer health score and customer views feature are fantastic. They help my team gain a deeper understanding of our clients. The AI meeting agent is also super helpful. With this, none of us has to rewatch recordings of any of our meetings because this feature will share the meeting summary and notes with us as soon as the meeting ends. Review collected by and hosted on G2.com.

The small frustration we face with Velaris is that we are unable to share the success plans we create with our customers. But I was notified that the Velaris team is working on changing this. Review collected by and hosted on G2.com.

Velaris is our one-stop shop for all of our client data and metrics. We've been able to integrate our many tools and concentrate everything we need into a simple platform. Our onboarding phase was made much easier by our CSM, James, who provided dedicated support. Review collected by and hosted on G2.com.

It can feel a bit overwhelming at first with so much tracked, but once everything is in place and set up, this can be a good problem to have given such a wide array of functionality and integrations. Review collected by and hosted on G2.com.

Velaris has been a fantastic CS platform to manage our customers.

Its AI account summarizer is a huge timer. It has cut down the time taken to learn about the full background of an account.

The drag-and-drop automation builder also makes automating processes super easy to create. Review collected by and hosted on G2.com.

It was a little tricky to get the data mapping right during implementation. But with some help from the Velaris team we were able to get it sorted Review collected by and hosted on G2.com.

The health score and account management functionality Review collected by and hosted on G2.com.

The velaris trigger in salesforce has caused issues with our other systems Review collected by and hosted on G2.com.

Velaris has everything you could ask for in a CS platform.

The health scores, playbooks, automations, success plans and AI features allow us to manage customer journeys end-to-end while responsive to churn and expansion readiness.

The support is also amazing - we have our own dedicated Slack channel and are always in contact with our CSM who is extremely responsive and helpful. Review collected by and hosted on G2.com.

Sometimes the dashboards take a little longer than expected to load but it is nothing too bad. Review collected by and hosted on G2.com.