--- title: Velaris Reviews meta\_title: 'Velaris Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 125 reviews by the users' company size, role or industry to find out how Velaris works for a business like yours. aggregate\_rating: rating\_value: 4.5 review\_count: 125 scale: '5' date\_modified: '2026-08-09' parent\_category: name: Customer Service url: https://www.g2.com/categories/customer-service --- ### Velaris Pros and Cons: Top 5 Advantages and Disadvantages #### Quick AI Summary Based on G2 Reviews Generated from real user reviews Users find the **automation features** of Velaris excellent, simplifying processes and enhancing customer management efficiently. [(5 mentions)](https://www.g2.com/products/velaris/reviews?filters%5Bsentiment_snippet%5D=1792426&qs=pros-and-cons#reviews) Users love the **seamless AI integration** in Velaris, enhancing workflows and improving customer management efficiency. [(4 mentions)](https://www.g2.com/products/velaris/reviews?filters%5Bsentiment_snippet%5D=1792785&qs=pros-and-cons#reviews) Users find Velaris to have a **minimal learning curve** , making it easy to use and customize for business needs. [(4 mentions)](https://www.g2.com/products/velaris/reviews?filters%5Bsentiment_snippet%5D=1792657&qs=pros-and-cons#reviews) Users commend the **exceptional customer support** of Velaris for its responsiveness and personalized assistance throughout their experience. [(3 mentions)](https://www.g2.com/products/velaris/reviews?filters%5Bsentiment_snippet%5D=1792717&qs=pros-and-cons#reviews) Users value the **intuitive UI and seamless integrations** of Velaris, enhancing productivity and customer focus effortlessly. [(3 mentions)](https://www.g2.com/products/velaris/reviews?filters%5Bsentiment_snippet%5D=1792473&qs=pros-and-cons#reviews) Users find **implementation issues** with data mapping, but support from the Velaris team can help resolve them. [(1 mentions)](https://www.g2.com/products/velaris/reviews?filters%5Bsentiment_snippet%5D=1792293&qs=pros-and-cons#reviews) Users find the **learning curve challenging** , making it somewhat difficult to get started with Velaris. [(1 mentions)](https://www.g2.com/products/velaris/reviews?filters%5Bsentiment_snippet%5D=1792438&qs=pros-and-cons#reviews) Users wish for more **customization options** in Velaris, particularly regarding the interface design and layout. [(1 mentions)](https://www.g2.com/products/velaris/reviews?filters%5Bsentiment_snippet%5D=1792625&qs=pros-and-cons#reviews) Users are disappointed by the **missing shareable Success Plans** , limiting collaboration and customer engagement until 2025. [(1 mentions)](https://www.g2.com/products/velaris/reviews?filters%5Bsentiment_snippet%5D=1792573&qs=pros-and-cons#reviews) Users feel that Velaris lacks **intuitive data presentation** , making it less discoverable despite having the necessary information. [(1 mentions)](https://www.g2.com/products/velaris/reviews?filters%5Bsentiment_snippet%5D=1792802&qs=pros-and-cons#reviews) ### 5 Pros or Advantages of Velaris ##### 1. Automation Users find the **automation features** of Velaris excellent, simplifying processes and enhancing customer management efficiently. [ See 5 mentions ](https://www.g2.com/products/velaris/reviews?filters%5Bsentiment_snippet%5D=1792426&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Mid-Market (51-1000 emp.) 5.0/5 "High quality service and great AI features" What do you like about Velaris? 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 ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Mid-Market (51-1000 emp.) 5.0/5 "A super-efficient customer success platform" What do you like about Velaris? 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 lea ##### 2. AI Integration Users love the **seamless AI integration** in Velaris, enhancing workflows and improving customer management efficiency. [ See 4 mentions ](https://www.g2.com/products/velaris/reviews?filters%5Bsentiment_snippet%5D=1792785&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Mid-Market (51-1000 emp.) 5.0/5 "High quality service and great AI features" What do you like about Velaris? 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 ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Mid-Market (51-1000 emp.) 5.0/5 "A super-efficient customer success platform" What do you like about Velaris? 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 lea ##### 3. Ease of Use Users find Velaris to have a **minimal learning curve** , making it easy to use and customize for business needs. [ See 4 mentions ](https://www.g2.com/products/velaris/reviews?filters%5Bsentiment_snippet%5D=1792657&qs=pros-and-cons#reviews) See Related User Reviews BL Bobby L. Small-Business (50 or fewer emp.) 5.0/5 "Velaris: Intuitive, Highly Customizable - with AI that actually provides value" What do you like about Velaris? I've spent years working in tools like ChurnZero and others in the CS space. Velaris is built differently, and I mean that in the best way. It doesn't ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Mid-Market (51-1000 emp.) 4.0/5 "A great tool for CSM Teams" What do you like about Velaris? 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 in ##### 4. Customer Support Users commend the **exceptional customer support** of Velaris for its responsiveness and personalized assistance throughout their experience. [ See 3 mentions ](https://www.g2.com/products/velaris/reviews?filters%5Bsentiment_snippet%5D=1792717&qs=pros-and-cons#reviews) See Related User Reviews BL Bobby L. Small-Business (50 or fewer emp.) 5.0/5 "Velaris: Intuitive, Highly Customizable - with AI that actually provides value" What do you like about Velaris? I've spent years working in tools like ChurnZero and others in the CS space. Velaris is built differently, and I mean that in the best way. It doesn't ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Enterprise (\> 1000 emp.) 4.5/5 "Highly adaptable, easy to use and saves us a ton of time" What do you like about Velaris? Velaris has everything you could ask for in a CS platform. The health scores, playbooks, automations, success plans and AI features allow us to man ##### 5. Insights Users value the **intuitive UI and seamless integrations** of Velaris, enhancing productivity and customer focus effortlessly. [ See 3 mentions ](https://www.g2.com/products/velaris/reviews?filters%5Bsentiment_snippet%5D=1792473&qs=pros-and-cons#reviews) See Related User Reviews BL Bobby L. Small-Business (50 or fewer emp.) 5.0/5 "Velaris: Intuitive, Highly Customizable - with AI that actually provides value" What do you like about Velaris? I've spent years working in tools like ChurnZero and others in the CS space. Velaris is built differently, and I mean that in the best way. It doesn't ![Rita L.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Rita L.") RL Rita L. Mid-Market (51-1000 emp.) 5.0/5 "A must have for Customer Success teams." What do you like about Velaris? The best thing about Velaris is that the platform aggregates all customer data in one place. This makes managing the data 10 times easier. Addition ### 5 Cons or Disadvantages of Velaris ##### 1. Implementation Issues Users find **implementation issues** with data mapping, but support from the Velaris team can help resolve them. [ See 1 mentions ](https://www.g2.com/products/velaris/reviews?filters%5Bsentiment_snippet%5D=1792293&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Mid-Market (51-1000 emp.) 5.0/5 "A super-efficient customer success platform" What do you dislike about Velaris? 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 ##### 2. Learning Curve Users find the **learning curve challenging** , making it somewhat difficult to get started with Velaris. [ See 1 mentions ](https://www.g2.com/products/velaris/reviews?filters%5Bsentiment_snippet%5D=1792438&qs=pros-and-cons#reviews) See Related User Reviews ![Rita L.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Rita L.") RL Rita L. Mid-Market (51-1000 emp.) 5.0/5 "A must have for Customer Success teams." What do you dislike about Velaris? Platform can be a little difficult to learn at first. ##### 3. Limited Customization Users wish for more **customization options** in Velaris, particularly regarding the interface design and layout. [ See 1 mentions ](https://www.g2.com/products/velaris/reviews?filters%5Bsentiment_snippet%5D=1792625&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Mid-Market (51-1000 emp.) 5.0/5 "High quality service and great AI features" What do you dislike about Velaris? I wish some parts of the interface (like the Cockpit) could be more customized to my preference. ##### 4. Missing Features Users are disappointed by the **missing shareable Success Plans** , limiting collaboration and customer engagement until 2025. [ See 1 mentions ](https://www.g2.com/products/velaris/reviews?filters%5Bsentiment_snippet%5D=1792573&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") C Verified User Mid-Market (51-1000 emp.) 5.0/5 "Makes managing your work so much easier" What do you dislike about Velaris? 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. ##### 5. Not Intuitive Users feel that Velaris lacks **intuitive data presentation** , making it less discoverable despite having the necessary information. [ See 1 mentions ](https://www.g2.com/products/velaris/reviews?filters%5Bsentiment_snippet%5D=1792802&qs=pros-and-cons#reviews) See Related User Reviews BL Bobby L. Small-Business (50 or fewer emp.) 5.0/5 "Velaris: Intuitive, Highly Customizable - with AI that actually provides value" What do you dislike about Velaris? If I'm being constructive, there are moments where event data could be surfaced more intuitively within the platform. That said, the data is all there ![Jéssica L.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jéssica L.") JL Jéssica L. CS Operations & BI Analyst Mid-Market (51-1000 emp.) 3/5/2026 "Powerful CS management tool, easy to use with an outstanding team" 5/5 What do you like best about Velaris? Velaris has been an excellent partner for our CS operations. The platform is smart, intuitive, and genuinely easy to use and configure. The Velaris team is extremely responsive and thoughtful. They quickly grasp our needs and stay proactive about implementing improvements that help drive our adoption of the platform. One thing I especially value is that their team manages the automation setup on our behalf, which lets us stay focused on strategic planning and operational improvements instead of getting pulled too far into technical configuration. Our onboarding was smooth and efficient. Sahas did a fantastic job leading the implementation and making sure everything was set up correctly from day one. Since then, our CSM, Hassan, has been excellent at helping us continuously optimise how we use the tool and ensuring it keeps evolving with the needs of our CS team as we grow. The Copilot functionality is particularly impressive. It gives a clear, comprehensive view of account health by bringing together insights from multiple customer touchpoints, making it much faster for our team and leadership to understand what’s happening in each account. In addition, the Velaris Data team has been very effective in supporting us with customised dashboards that help us track performance and make better, more informed decisions. Review collected by and hosted on G2.com. What do you dislike about Velaris? Our use case requires that the same contact can be associated with multiple accounts, since the same end users may access different environments of our product. To track usage accurately, we need to analyze user activity separately across these environments, even when it’s the same individual. We addressed this by tracking usage data directly at the account level, which gives us clear visibility into engagement within each environment. However, with this approach, we can’t track usage at the individual user level in our specific use case. Review collected by and hosted on G2.com. What problems is Velaris solving and how is that benefiting you? It tracks all customer touchpoints and uses AI to provide clear insights and summaries. It also helps automate CS workflows and offers insightful dashboards. The Velaris team handled the entire setup on our behalf, which freed us from the technical details and made the process much easier. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Matyas S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Matyas S.") MS Matyas S. Manager, Customer Success Small-Business (50 or fewer emp.) 3/26/2026 "Intuitive CRM with Automation, Stability Needs Improvement" 3.5/5 What do you like best about Velaris? I am using Velaris daily as a CRM app for my portfolio of all clients. It helps me organize and segment my clients efficiently and allows me to navigate between accounts quickly and manage my daily work in one place. I like adding tasks, writing emails, and keeping track of client communications as it helps my workflow to be faster and clearer. I find the interface is kinda easy to learn. I like making the scenarios, and automation is helping a lot. It's easy to see in which stage the current client is, and it automates my work smoothly. Review collected by and hosted on G2.com. What do you dislike about Velaris? Velaris has a lot of problems with stability. I've noticed many times the screen loads very slowly, and when I try to save or add something, it's very slow or doesn't work at all. The system needs improvement, especially when adding new entries around contacts and organization. It's hard to navigate which contact is who within an organization because all contacts show the company name, making it impossible to know who's who. Compared to HubSpot, Velaris needs to work on stability and quickness. Review collected by and hosted on G2.com. What problems is Velaris solving and how is that benefiting you? I use Velaris to organize and segment my clients efficiently, manage my work in one place, and automate tasks for a smoother workflow. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: Seller invite JS Josh S. Small-Business (50 or fewer emp.) 3/19/2026 "Integrates Well, But Needs Faster Updates" 3/5 What do you like best about Velaris? I use Velaris as our CRM system for customer success, and what I like most are its integrations and use of AI. It integrates with our tech stack and is easy to play with others. The AI features are particularly helpful because they allow us to summarize everything on an account level. This enhances our ability to manage clients better by helping us score and aggregate our data. Review collected by and hosted on G2.com. What do you dislike about Velaris? It takes a really long time for Velaris to make changes, and we are still formatting things after a year. They have a lot of staff turnover, which makes it hard to get continuity when you have a new account manager and CSM every 3/4 months. The initial setup was not easy at all. Review collected by and hosted on G2.com. What problems is Velaris solving and how is that benefiting you? I use Velaris as our CRM system for customer success, and it helps us manage our clients better by scoring and aggregating our data. Its AI features summarize account details, and it integrates well with our tech stack. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: Seller invite ![Daniela S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Daniela S.") DS Daniela S. Onboarding Specialist Small-Business (50 or fewer emp.) 3/10/2026 "Intuitive with Room for Improvement" 3.5/5 What do you like best about Velaris? I like that almost all tasks can be done via Velaris and it helps me filter better when searching for a specific organization. I also appreciate the filters and dashboards, as there are many options for setting up a view based on specific filters, which makes it easier to overview tasks and requests. Plus, the initial setup was quite easy and intuitive. Review collected by and hosted on G2.com. What do you dislike about Velaris? I dislike that there is no possibility to log a call in Velaris, which limits my ability to keep track of phone interactions with contacts. I find it inconvenient that I can't save a note easily; there is no button for saving, and if I miss-click, the note won't be saved. I'm frustrated that I can't pin important notes, as I'd have to scroll through tasks to find them. Lastly, inserting URLs is a hassle because only YouTube links work with copy-paste, while other links require me to use a very hidden button. Review collected by and hosted on G2.com. What problems is Velaris solving and how is that benefiting you? I use Velaris to manage tasks, emails, notes, and calls. It solves task management issues by allowing nearly all tasks to be done within it, and it improves efficiency with specific filters and dashboards, making task and request oversight easier. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: Seller invite ![Verified User in Computer Software](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Computer Software") UC Verified User in Computer Software Mid-Market (51-1000 emp.) 3/10/2026 "Comprehensive CRM with Powerful Integrations" 4/5 What do you like best about Velaris? I like Velaris because of its complexness. You can do a lot of stuff with it, and it helps make life easier by automating lots of processes. It's also great because you can sync it with Outlook and different programs. I find it valuable that when I send an email from Outlook, all the information is available in Velaris, and all my colleagues can access it. This is really useful for continuity if I'm on vacation or leaving the company. I also like that you can create scenarios and manage email threads easily. Review collected by and hosted on G2.com. What do you dislike about Velaris? There are some minor things. For example, if I'm writing a note and I don't put a headline there and want to save it, it's not possible to save. And then when I fill the headline, it's still not possible to save it. I have to delete it and do it all over again. So it's these minor things like user experience stuff. Also, some of the automations are not done yet, but I think it's not a problem of Velaris, but it's still part of the integration process with our team and Velaris team. Review collected by and hosted on G2.com. What problems is Velaris solving and how is that benefiting you? Velaris consolidates client information from different programs, solving my problem of fragmented data and making preparations like QBR easier. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite ![Shadi M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Shadi M.") SM Shadi M. Senior Director of Account Management Small-Business (50 or fewer emp.) 3/12/2026 "AI-Driven Insights, Challenging Setup" 3.5/5 What do you like best about Velaris? I love the AI capabilities of Velaris, which really help to leverage a large data set in Salesforce by integrating in a way that allows us to prompt on specific accounts or a variety of accounts to find clarity without manual data analysis. The AI Copilot is fantastic, and the account health feature is also fantastic. Headlines has been a big help for leadership. Review collected by and hosted on G2.com. What do you dislike about Velaris? Set up time is taking longer than expected. A lot of custom work has to be built. Even though the Velaris team has been outstanding in building what we need, the building takes time. The reality is we won't see full adoption for a year. Initial setup was not easy as my point above stated lol. Review collected by and hosted on G2.com. What problems is Velaris solving and how is that benefiting you? Velaris helps us track customer health and automates repetitive tasks for account managers. It integrates AI with our Salesforce data to provide clarity without manual analysis. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: Seller invite ![Lennart O.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Lennart O.") LO Lennart O. Project Lead Mid-Market (51-1000 emp.) 3/13/2026 "Better Health Scores and fine support" 3.5/5 What do you like best about Velaris? I appreciate how Velaris helps our customer success team by keeping all actions and tasks in one place and applying automations. One of the main problems that Velaris solves for us is the health scores; it gives us a better indication of the scores per customer segment. Additionally, I find the people at Velaris very pleasant to work with. They respond quickly, help you with everything, and are incredibly friendly. Review collected by and hosted on G2.com. What do you dislike about Velaris? Implementing Velaris is quite complicated. Velaris does not yet have all the integrations we need available natively, so we have had to work closely with the Velaris implementation team. This takes some time. Review collected by and hosted on G2.com. What problems is Velaris solving and how is that benefiting you? Velaris solves the problem of health scores by correlating data from different systems. Velaris can also record a separate health score for each customer segment. This gives us a better indication of customer valuations. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: Seller inviteAI Translated BL Bobby L. Vice President of Customer Success Small-Business (50 or fewer emp.) 2/24/2026 "Velaris: Intuitive, Highly Customizable - with AI that actually provides value" 5/5 What do you like best about Velaris? I've spent years working in tools like ChurnZero and others in the CS space. Velaris is built differently, and I mean that in the best way. It doesn't try to replicate what's come before — it rethinks the experience entirely, and the result is something that delivers significantly more value while being far easier to use and customize to your actual business needs. From day one, the UI just makes sense. My team of CSMs lives in the tool, and the learning curve was minimal. When a platform gets out of the way and lets your team focus on customers rather than fighting the software, that's a win. The support has been second to none. Every customization request, unique business need, and issue we've surfaced has been met with real responsiveness — not canned responses or endless ticket queues. Coming from platforms where customization meant months of back-and-forth or expensive professional services, this has been a breath of fresh air. The integrations — particularly with Gong — have made Velaris our central application. Having conversation intelligence surfaced directly in our CS workflows means we're walking into every customer interaction informed. And then there's the AI Copilot, which deserves its own mention. It goes well beyond drafting emails. It provides a full AI functionality overlay across our entire customer base, helping us surface insights, identify risk, and make proactive decisions at a scale that wasn't possible before. It's shifted how our team operates from reactive to genuinely predictive. Review collected by and hosted on G2.com. What do you dislike about Velaris? If I'm being constructive, there are moments where event data could be surfaced more intuitively within the platform. That said, the data is all there — it's more of a presentation and discoverability refinement than a gap. It's the kind of feedback I'd expect a maturing platform to address, and given the support we've experienced, I have no doubt it's on their radar and likely already on their roadmap for this year. Review collected by and hosted on G2.com. What problems is Velaris solving and how is that benefiting you? The core problem Velaris solves for us is visibility and efficiency at scale. Managing a portfolio of customers across a CS team requires a single source of truth, and Velaris has become exactly that. Instead of toggling between disconnected tools, our CSMs have everything they need in one place — customer health, conversation intelligence via Gong, engagement history, and AI-driven insights — all accessible without leaving the platform. The AI Copilot has been particularly impactful. It's given our team the ability to think about our entire customer base holistically, not just the accounts that are loudest or most urgent. That shift in how we prioritize and engage has been a meaningful driver of proactive customer success. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: G2 invite ![Verified User in Accounting](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Accounting") UA Verified User in Accounting Small-Business (50 or fewer emp.) 3/10/2026 "some features and their lack of clarity unnecessarily complicate the work." 1/5 What do you like best about Velaris? What I like about Velaris is creating tasks and how clear they are; I know exactly which organization they belong to. Review collected by and hosted on G2.com. What do you dislike about Velaris? In recent weeks, Velaris has been very slow, notes are not saved until after two minutes. If no contact is selected, Velaris does not notify you. If I click on tasks, email, or notes, I cannot create an action immediately; I always have to click on "add action" on the right. I don't like the button for adding attachments to emails; it is unnecessarily hidden. Review collected by and hosted on G2.com. What problems is Velaris solving and how is that benefiting you? It gives our leader an overview of how clients are doing, with clear reports. Unfortunately, as a CS, I lose track of my deals because Velaris doesn't have a pipeline, but it's only visible in the overview and no action can be taken on this overview. Review collected by and hosted on G2.com. Show More Response from Ranudi Jayasinghe of Velaris [Editedit](https://www.g2.com/survey_responses/velaris-review-12460367/official_response/edit) Hello! Thank you for taking the time to share your feedback. We're glad to hear that task management in Velaris helps you clearly understand which organization each task belongs to, and that the reporting provides your leadership team with a useful overview of customer health. Our team looked into the performance issue you flagged and identified that it was caused by a one-off regional latency spike affecting users in a few countries, where load times temporarily increased beyond the normal range. This has since been resolved, and performance has returned to expected levels. If you're still experiencing any issues, please do get in touch with us so we can investigate further. We also appreciate the detailed product feedback around creating actions, notifications when a contact is not selected, and the visibility of the attachment button in emails. Feedback like this is extremely helpful for our product team as we continue improving usability and workflow efficiency. On the pipeline visibility point, Velaris is primarily designed as a post-sales platform, which is why pipeline information is surfaced in the overview rather than managed as a traditional sales pipeline. That said, we’re continuously expanding ways for CSMs to take action more directly from portfolio views and your feedback is extremely helpful in pointing us in the right direction. If you need any help optimizing your workflows or want to walk through these areas in more detail, please feel free to reach out to your Customer Success Manager and they’ll be happy to assist. We really appreciate the feedback and the opportunity to keep improving your experience. Current UserValidated ReviewerIncentivizedSource: Seller invite ![Xenie .](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Xenie .") X Xenie . customer succsess manager Mid-Market (51-1000 emp.) 3/10/2026 "Excellent integration and a unified customer profile — noticeable time savings" 4/5 What do you like best about Velaris? 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. What do you dislike about Velaris? 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. What problems is Velaris solving and how is that benefiting you? I like the ability to see the health of a client or client portfolios based on all the data that this platform collects in one place. I like the ability to customize different dashboards, integrations, scenarios. This allows you to see the real situation with the client in real time and identify problems in a timely manner. Review collected by and hosted on G2.com. 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