AI Customer Success Platform

Meet the intelligent platform for Customer Success and Post-Sales

Get complete visibility of every customer and process. Predict churn and expansion with AI-enriched intelligence. Orchestrate personalized customer journeys. All from one AI platform.

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4.5 based on +100 reviews

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Build your own agents

Keep track of your accounts

Organize your work

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The platform helping post-sales teams multiply their impact at:

There’s a new way to run Customer Success. We’re building it.

Less admin. More impact. AI that's native to the platform, not bolted on.

Agents that can:

Monitor every customer account for emerging risks before humans manually spot them

Listen to your meetings, create tasks and send follow-ups

Handle handovers from sales

Plus custom agents that give you full control

Plus, create custom agents that give you full control

Agents that make decisions and take actions based on real-time customer context.

An agent is only as good as the context you give it. Using data from all your systems, Velaris creates a living memory of every account and its history so that agents can respond in real time with full context.

Explore Velaris Agents

Recognized by analysts for leading the shift toward AI-native post-sales

One platform. Every signal. Every action.

From detailed customer views to predictive intelligence, Velaris helps you understand what’s happening and act on what’s coming next.

VISIBILITY

Want to know what’s going on with your accounts or your team? Just ask.

Velaris Copilot can answer your questions, draft your success plans, analyze your portfolio, and more.

"Which customers show expansion potential?"

"Create a success plan for Gong."

"Who are my top-performing CSMs?"

"What’s the health status of accounts owned by John Smith?"

Signals

Catch churn and expansion signals early.

Agents monitor for signals in the background and alert you to risk and opportunity so you can take action before it’s too late.

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JOURNEY ORCHESTRATION

Manage more accounts with the team you already have.

Agents and automations that deliver personalized customer journeys for your low-touch accounts, without adding headcount.

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EXECUTION

Make working together simple.

Ask AI to create onboarding plans, account plans, QBRs. Upload documents and pull real-time customer datapoints. Share with your team and customers to collaborate in one workspace.

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Built for the complexity of managing customer success at scale.

Velaris helps you map complex customer relationships, configure health by lifecycle and product line, and build standardized playbooks so that humans and agents can operate with the right context.

Multi-layered hierarchies and custom objects

Customizable health scores

Playbooks

1M+

Automations live

25%

Increase in efficiency

40 hrs

A week saved

Velaris has streamlined our operations and organised all of our messy data and processes. Our team has been able to become way more efficient and make informed decisions about customers. Using Velaris means we don’t have to guess at the best strategies. There’s really nothing more a CS team could want in a CS platform.

Taran Hercules, Head of Client Success

The Velaris team are absolutely excellent in the time and attention they have given us as an organisation and have built a lot of custom integrations and automations to allow our team to do much more in the day.

Charlie Edwards, CSM

Velaris has had a huge impact on our workflow at Hostaway. The automations built through using Scenarios allows us to set our customers up to succeed before we have a chance to meet them! The reporting dashboard has given us a multitude of different ways to monitor and measure our KPIs and keep our fingers on the pulse.

Phil Hodges, Director of Onboarding

Since using Velaris, we've been able to save hours every week and uncover brand new insights that help us retain and grow our customers. We now have the time and headspace to build true relationships and be proactive.

Ross Barfield, Director of Customer Success

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Velaris can connect to all your tools.

We support 70+ integrations, but if there’s anything we don’t already have an integration for, we’ll build it for you.

Your CRM

Your customer communications

Your product analytics or databases

Your financial systems

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Implementation isn’t DIY. Get a dedicated team to help you get up and running.

Our team will scope your systems, map your data, and configure the integrations for you.

They go beyond. Velaris has been a great integration to our company. Honestly they work hard and go beyond the possible to make the integrations happen.

Tatiana del Rosario, Customer Success Manager

The customer service and engagement from beginning to present day has been exemplary! The team over at Velaris have made what would normally be a very daunting and resource heavy task an absolute breeze!

Mike Cook, Global Head of Customer Success

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.

Burhan Kaynak, Customer Success Manager

The support that Velaris provides is of the highest calibre. They work with you to ensure that the tool is optimized for your company. They provide flexible solutions options when it comes to technical integrations, which is a big plus.