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Task Management

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

TASKS

Keep track of all your to-dos

Create tasks and link them to any organisation, account or contact.

Toggle between list view and board view for maximum visibility and workflow optimization.

Schedule tasks weeks ahead so you’ll always stay on top of your work.

Add rich-text notes and mentions to collaborate with your team.

AI ACTION ITEMS

Get AI-generated task suggestions based on customer communications

Save time reading through your emails with Action Items powered by Velaris AI.

Our AI analyzes your customer communications and suggests next steps that you can turn into tasks with a click.

actions

Reduce admin work with automations

Save time by building automations that

  • Generate tasks based on custom triggers
  • Assign tasks based on pre-set conditions
  • Auto-complete tasks based on key events

The Customer Success Platform recommended by high-growth CS teams

“Makes my everyday tasks of keeping on top of customers needs much easier!”

Charlie Edwards

“Flexible platform and perfect for day-to-day operations in CS.”

Emma Rosendahl

“A must-needed tool for your success team!”

Jose Carlos Vazquez

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