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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.
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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.”
“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!”
“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!”
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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