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Success Plans

Manage account plans and prove ROI.

TASKS AND MILESTONES

Create Success Plans with tasks and milestones

Easily define the path to achieving your goals by setting tasks and milestones.

View the status of your Success Plan based on your milestone achievements so you can easily see if projects are on track.

Templatize your Success Plans and reuse them as many times as you need.

kpis

Link KPIs that are tracked in real-time

Create KPIs by connecting data points in Velaris or any integrated system used by other teams like Product, Finance or Support.

Get real-time KPI updates so you can view, track and quantify your impact easily.

NOTES AND FILES

Add supporting notes, documents and collaborators

Keep track of everything you need in one place with rich-text notes and file uploads.

Add your teammates or an internal stakeholder to collaborate on projects.

CUSTOMER COLLABORATION

Assign tasks to customers through a customer portal

Customers can view and complete any task assigned to them through our customer portal.

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

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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