Velaris vs Totango

The Customer Success Platform that makes CS Ops easy

Totango offers a comprehensive set of tools for Customer Success. However, some organizations might find that the platform is difficult to use and does not integrate well with their existing tech stack.

At Velaris, you will have an adaptable Customer Success Platform that connects with any of your other tools. Plus, we work with you to make sure it fits your team’s needs like a glove.  

Get all your customer data organized exactly the way you want it - no matter how complex your data

Totango

Totango’s customer views are limited to users and accounts. This means that organizations with more complex customer hierarchies won’t have the visibility they need.

Velaris

We give you full visibility over your portfolio. In addition to our predefined core objects (contacts, accounts and organizations) you can also create and link no-code custom objects that help you track feature requests, invoices, partnerships, or anything else you need.

Get set up in 4 weeks, with unlimited support from us

Totango

Totango’s implementation is lengthy, complex, and resource-heavy. It can takes months to take the platform live and start seeing real value.

Velaris

At Velaris, not only do we set you up in just 4 weeks, we also do most of the heavy lifting for you.

Our team of developers will do all of your data migration and integrations for you - even if it requires custom work.

You’ll have a dedicated Velaris CSM who will scope your needs and create custom recommendations for you on how to best use our platform.

Easily automate 90% of your current workflow

Totango

Some teams might find that Totango’s SuccessPlays automation builder is complicated and difficult to use.

Velaris

Our powerful yet easy-to-use drag-and-drop builder helps you create and visualize any automation sequence in seconds - no matter how complex.

Automate any process including data entry, onboarding flows, alerts, renewal campaigns, and more.

Prove tangible ROI for your customers with KPI-focused success plans

Totango

Totango’s Success Plans do not track customer KPIs automatically. This makes it difficult to quantify your impact and prove ROI.

Velaris

Our Success Plans track your chosen KPIs in real time. You’ll be able to monitor all your account plans and easily prove positive customer outcomes with hard numbers.

The platform that delights CS teams with its ease of use and flexibility

"A comprehensive, effective, and flexible platform that gives us the tools to work closely and efficiently with our customers. The platform has increased team productivity due to its automation abilities and task management."

Lauren Castleton-White

Head of UK

"Since using Velaris, we've been able to save 10 hours a 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

"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

What else can your team do with Velaris that they can’t do with Planhat?

What else can your team do with Velaris that they can’t do with Totango?

Totango

Velaris

Understand how your customers are feeling at a glance

AI-powered sentiment analysis

Quickly understand next steps from customer communications

AI-powered automatic action item identification

Collect and manage support requests

Ticketing tool

Allow customers to collaborate with you in-app

Separate customer portal

Customer portal widget that can be embedded in your product interface

Pricing that doesn’t lock you out of essential functionality

Totango’s subscription tiers offer only visibility and health features, with key features being paywalled.

At Velaris, we give you access to everything you need to scale your CS operations in one subscription.

Data and analytics

• Contacts, accounts, organizations + custom objects
• 360-degree customer profiles
• Customizable health scores
• Filters and segmentation
• Dashboards for reporting
• Expansion management center
• Sentiment analysis (AI)

Productivity tools

• Drag-and-drop automation builder
• Tasks with rich-text notes and comments
• Playbooks
• Action items (AI)
• Success Plans

Collaboration tools

• HTML email template builder
• Email campaigns and analytics
• Surveys
• AI writing assistant

One annual subscription for all the above features

Scaleable pricing with base platform fee + user-based licenses

Customer Portal and Ticketing Tool can be purchased separately as add-ons

The CSP provider that does all the heavy lifting for you

Easy implementation

You won’t need to bring in a developer or spend months setting things up. We will migrate your data and set up your integrations for you. In 4 weeks.

Unlimited integrations

Anything that doesn’t integrate natively, we will custom-code for you.

Free consultancy services

Get tailored advice on how to structure your operations and make the most of our platform from CS experts. At no extra cost to you.

“It's the blend of their top-notch service and deep expertise that really sets them apart.”

And other nice things our customers say about our service:

“The onboarding experience was first class. We got up and running within a couple of weeks.”

Oscar Agren

“You guys have the best service I've ever had in any system or tool, normally when I ask for something to the other vendors, they take weeks to get back and say they will look into it, you guys get back in hours and actually get it done!”

Stefan Kalum Mikkelsen

“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.”

Stephanie Hanakova

“It's the blend of their top-notch service and deep expertise that really sets them apart.”

And other nice things our customers say about our service:

“You guys have the best service I've ever had in any system or tool, normally when I ask for something to the other vendors, they take weeks to get back and say they will look into it, you guys get back in hours and actually get it done!”

Stefan Kalum Mikkelsen

“The onboarding experience was first class. We got up and running within a couple of weeks.”

Oscar Agren

“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.”

Stephanie Hanakova