Visibility

hierarchies

Get a birds-eye view of your entire customer portfolio

Create contacts, accounts and organizations with our predefined data structures and add custom layers if necessary.
Connect any piece of data with custom data fields. The data rolls up from contacts so you can see aggregated data at the organization level.
Filter lists according to any criteria or quickly access specific records with a search bar.

segments

Quickly surface any type of customer segment

Slice your customer base any way you like with advanced filters.
Save filtered lists as segments to access any customer subset quickly.
Filter lists according to any criteria or quickly access specific records with search.

360º customer profile

Find information on any customer at a glance

View key details like profile summary, lifecycle stage, MRR, renewal dates, and anything else in one organized space.
Activity timeline of all customer interactions help you understand the relationship quickly.
Leave rich-text notes and comments for additional context.
See all related documents, account plans, active playbooks, support tickets (coming soon) and expansion deals.

pipeline management

Track the progress of all your expansions and upsells in one dashboard

Create deals inside Velaris for expansions and upsells.
Add rich-text notes, comments and files to created detailed deal records.
Update and monitor deal statuses.
Forecast expansion revenue with estimated deal values.

The Customer Success Platform recommended by high-growth CS teams

“We were missing a full end to end customer view and the ability to automate a number of repetative tasks. Velaris has given us the ability to track our clients progress from onboarding to off boarding.”

Mike Cook