Velaris is the foundation for us to structure the Customer Success Team more effectively. Velaris helps us keep an overview every day. With the available integrations, we can incorporate data from other systems and gain a true 360-degree view. The AI-based features like CallSense or AI Copilot help to handle daily Customer Success tasks faster without compromising on quality. I really enjoy using the AI features! Additionally, I am a big fan of the scenarios and the easily customizable health score. A really good tool. I also want to mention how great our Customer Success Managers are. They make the experience with Velaris even better because they are simply super friendly, empathetic, proactive, professional, and clever.

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.