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Reporting
Visualise your data on clean, beautiful dashboards
DASHBOARD WIDGETS
Find any report you need in seconds
Our fully customizable reporting dashboard shows you all the metrics you need to know at a glance.
Get real-time data visualised in dynamic widgets. They can be configured to show you any data you have, any way you want.
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KPI TRACKING
Measure performance easily
Keep your team on track with KPI dashboards.
Quantify and prove your impact on strategic business goals.
Predict future performance and improve revenue forecasting.
The Customer Success Platform recommended by high-growth CS teams
“We’ve implemented Velaris to help automate our customer playbooks to enable our CSM’s to spend less time on the tactical, and more time on the strategic activities that help us win, grow and renew our customer base.”
“Flexible platform and perfect for day-to-day operations in CS.”
“Velaris is allowing our customer success team to handle many more accounts and stay on top of our complex projects, meaning that we can achieve more for our customers.”
Discover more features that our customers love
Data and Analytics
Visibility
Find any type of customer data in seconds.
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Health
Measure and understand the health of your customer portfolio.
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Reporting
Visualise your data on clean, beautiful dashboards.
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Sentiment Analysis
Find any type of customer data in seconds.
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Custom Objects
A place to store customer data that doesn’t fit anywhere else.
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Productivity and Automation
Automation Builder
Create flexible automations on an intuitive drag-and-drop interface.
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Task Management
Create, schedule and manage all your tasks in one space.
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Playbooks
Standardize and speed up your processes.
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Success Plans
Manage account plans and prove ROI.
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Action Items
Get automatically generated action items from customer communications.
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Ready to discover your new Customer Success superpower?
Velaris will obliterate your team’s troubles and produce better experiences for your customers…and set up only takes minutes. What’s not to love? It’s, well, super!
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