Health

Measure and understand the health of your customer portfolio.

HEALTH SCORE BUILDER

Build meaningful health scores that are tailored to your business

Create health scores with sets of custom indicators.

Pull real-time metrics such as:

User activity
Product usage metrics
Support ticket volume
NPS rating

…and any other data points you need.

Set weights for each metric to fit your organization’s unique needs.

Start reliably predicting future churn risks or expansion opportunities.

MULTI-TIERED HEALTH MONITORING

Get a holistic view of your customers’ health

Scores can be configured at the organization, account and contact level, as well as by customer segment and lifecycle stage.

Each score rolls up across these levels so you can both see the big picture AND dive into the details.

CSM PULSE

Improve score accuracy with CSM Pulse

No matter how advanced your health score set-up, human judgement is difficult to replace.

That’s why Velaris health scores let you incorporate manual ratings from your CSMs.

AUTOMATION

Put health management workflows on autopilot

Get alerts whenever health passes a lower or upper limit so you’ll never miss churn risks and expansion opportunities.

Create automations that populate new deals in your pipeline when the right conditions are met.

Trigger playbooks and tasks that help you respond quickly to rapid health declines.

The Customer Success Platform recommended by high-growth CS teams

“Velaris helped us save time and helped us increase our retention by easily spotting customers who are at risk of churning.”

Burhan Kaynak

“Velaris is helping us increase our customer retention.”

Shabeeb Razeen

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

Alejandro Miranda

Discover more features that our customers love

Data and Analytics

Find any type of customer data in seconds.

Measure and understand the health of your customer portfolio.

Visualise your data on clean, beautiful dashboards.

Sentiment Analysis

Find any type of customer data in seconds.

A place to store customer data that doesn’t fit anywhere else.

Productivity and Automation

Automation Builder

Create flexible automations on an intuitive drag-and-drop interface.

Task Management

Create, schedule and manage all your tasks in one space.

Standardize and speed up your processes.

Manage account plans and prove ROI.

Get automatically generated action items from customer communications.

Customer Collaboration

Streamline your email communications.

Customer Portal

Collaborate externally with your customers.

Create, distribute and automate customer surveys.

Writing Assistant

Leverage the power of AI to become a proactive CS org.

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!