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Action Items

Get automatically generated action items from customer communications.

ACTION ITEMS

Quickly surface action items and next steps from customer correspondence

Velaris AI analyzes emails, tickets, notes, transcripts, and other communications from your customers to suggest next steps and tasks for you.

The Customer Success Platform recommended by high-growth CS teams

“Velaris is changing the game for Client Success and operations!”

Taran Hercules

“Very powerful and flexible platform that is helping us get in control and to work proactively with our customers.”

Linnea Viklund

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

Jose Carlos Vazquez

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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Customer Collaboration

Campaigns
Streamline your email communications.
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Customer Portal
Collaborate externally with your customers.
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Surveys
Create, distribute and automate customer surveys.
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Writing Assistant
Leverage the power of AI to become a proactive CS org.
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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!

Request a demo
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