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Playbooks

Standardize and speed up your processes.

STANDARDIZE

Scale your workflows with repeatable playbooks for key processes

Create playbooks for repetitive processes like onboardings, renewals, integrations and more.

Get automatic checklists and next steps based on custom trigger events.

Stay ahead of your customers every time.

analytics

Monitor and report progress with playbook analytics

View playbook progress and completion rates to always stay on track.

Track the usage of each playbook so you can optimize internal workflows.

The Customer Success Platform recommended by high-growth CS teams

“A comprehensive, effective, and flexible platform that gives us the tools to work closely and efficiently with our customers. The platform has increased team productivity due to its automation abilities and task management.”

Lauren Castleton-White

“You guys have the best service I've ever had in any system or tool, normally when I ask for something to the other vendors, they take weeks to get back and say they will look into it, you guys get back in hours and actually get it done!”

Stefan Kalum Mikkelsen

“I’d been searching for ages for a comprehensive and customizable client success and operations platform when I came across Velaris, and it has been a lifesaver!”

Taran Hercules

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