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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Having customer data points and numbers available in one place at a glance is helpful, as is the documentation capability and success plans. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

The reporting feature could be a bit more customizable for our specific tech-to-telco use cases, but it’s still highly useful. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

The integartion time is steep. The team is building everything as you want and transfer imense amount of data which will take to time. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Although it took a little longer than anticipated to get set up, the tool has been really helpful. Review collected by and hosted on G2.com.