Request a Demo

We look forward to showing you Velaris, but first we'd like to know a little bit about you.

All the tools you need in one license.

5 users. Unlimited viewers. Add-ons available.

View

✔️ Accounts, contacts and organizations
✔️ Customer 360
✔️ 3 custom objects
✔️ Account summary (AI)

Analyze

✔️ Health scores
✔️ Surveys
✔️ Reporting dashboards 
✔️ Conversation analysis (AI)
✔️ Sentiment scores (AI)

Orchestrate

✔️ Automations
✔️ Email campaigns

Execute

✔️ Playbooks
✔️ Success Plans
✔️ Task manager

Want a custom estimate for your organization’s needs?

“Velaris is allowing our customer success team to handle many more accounts and stay on top of our complex projects.”

Charlie Edwards from CAE
Rachel U.

“Flexible platform and perfect for day-to-day operations in CS.”

Emma R.

“A must-needed tool for your success team!”

Jose Carlos Vazquez from Hostaway
Jose Carlos v.
Hostway

"The best option to organize your customers and know their health."

Alejandro Miranda from Viterbit
Alejandro M.
Viterbit Logo

Complementary products for your other post-sales teams

Onboarding: Customer Portal

  • Shared projects

  • Shared tasks

  • Embedded widget

Support: Velaris Support

  • Ticket management

  • Shared inbox

  • Embedded chat window

  • AI support agent

Want to see Velaris in action?

Discover the difference it can make for your team.

AICPA SOC2 badge
GDPR certification badge
Product
ViewAnalyzeOrchestrateExecuteIntegrations
Solutions
ExecutiveCS LeaderCS ManagerOnboardingSalesProductCustomer MarketingHigh TouchLow Touch
Resources
Resource HubArticlesCS LibraryGlossaryCase StudiesProduct UpdatesCalculatorsBeyond the Close PodcastHelp CenterVelaris vs Salesforce
Company
AboutCareersContact usAI info page
Legal
Terms of ServicePrivacy PolicySecurity PortalData Processing Addendum
Velaris: The Only Vendor Recognized as a Visionary in the 2025 Gartner® Magic Quadrant™ for Customer Success Platforms

Gartner, Magic Quadrant for Customer Success Platforms, Michael Maziarka, Daniel Hawkyard, et al., 3 November 2025

GARTNER is a registered trademark and service mark and MAGIC QUADRANT is a trademark of Gartner, Inc. and/or its affiliates in the U.S. and internationally and are used herein with permission. All rights reserved.

Gartner does not endorse any vendor, product or service depicted in its research publications and does not advise technology users to select only those vendors with the highest ratings or other designation. Gartner research publications consist of the opinions of Gartner’s research organization and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose.

Learn more