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.

I find Velaris AI to be great. It gives me an overview of all customers and their sentiments. The setup was perfect, and overall, I have nothing to complain about; it’s great.

I appreciate its clean structure and the way it streamlines workflows across teams.