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Customer Portal
Collaborate externally with your customers with Connect by Velaris.
TASKS AND MILESTONES
Assign and track customer tasks
Create a checklist of tasks and assign them to customers so you can keep track of pending items.
Add rich-text notes and files to keep everything in one place.
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The Customer Success Platform recommended by high-growth CS teams
“Velaris is allowing our customer success team to handle many more accounts and stay on top of our complex projects.”
Charlie Edwards
“Flexible platform and perfect for day-to-day operations in CS.”
Emma Rosendahl
“Our client success team has been able to become way more efficient and make informed decisions about customers.”
Taran Hercules
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 eliminate 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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