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.

TIME TRACKING

Monitor how long each task takes

Set a time estimate for your tasks and log how long it takes you to complete them.

Easily see which tasks are going overtime so you can easily manage timelines and adjust expectations.

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

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.

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

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!