Velaris vs ChurnZero

Velaris is a modern, intuitive Customer Success Platform that gives you all the tools you need to scale your CS operations, plus top-tier service that feels like an extension of your team.

  • Find all your customer data beautifully organized in one space, even with complex and multi-tiered customer relationships
  • Create and share Success Plans that track KPIs for you automatically
  • Automate complex workflows in seconds with an intuitive drag-and-drop builder
  • Connect to any tool in your tech stack
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4.7
“Velaris is allowing our customer success team to handle many more accounts and stay on top of our complex projects.”

Charlie E.

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

Emma R.

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

Jose Carlos V.

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

Alejandro M.

The sleek yet powerful Customer Success Platform for modern CS teams

ChurnZero offers a large suite of tools that help Customer Success teams identify and prevent churn. However, some teams might find their platform complex and difficult to use.

With Velaris, you get an intuitive platform designed with care so that you can scale fast and easily.

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

ChurnZero

ChurnZero’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.

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

ChurnZero

ChurnZero does not offer any tools that help with account planning.

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.

Automate 90% of your current workflow easily

ChurnZero

ChurnZero’s automations can be limiting and complicated to set up for some Customer Success teams.

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.

Create a frictionless collaborative workspace for customers

ChurnZero

Your customers may be slow to adopt the ChurnZero customer portal because the required sign-in process might discourage them from accessing it.

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.

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
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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 ChurnZero?

ChurnZero

Velaris webclip image

Velaris

View, organize and manage their opportunities
Opportunities pipeline dashboard
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
Create beautiful branded email templates
Basic email tool
Drag-and-drop email template designer

Everything you need to scale your CS operations

Get all the core features you need 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
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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

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“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

The Verdict

While ChurnZero is a comprehensive Customer Success solution, Velaris is better suited for CS teams that

  • Need a lightweight but powerful platform to scale their CS operations
  • Are growing fast and need to execute multiple account plans while having visibility on progress and impact
  • Are looking for a seamless and modern experience for both the CS team and their customers

The flexible Customer Success Platform that gets your CS Ops in order.

Built for high-growth CS teams who want to scale their operations with twice the speed and half the stress.

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