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The State of AI in Customer Success 2026

Case Studies

Real results and success stories from our customers

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How Luminary Built a More Proactive Customer Success Operation With Velaris

How Luminary Built a More Proactive Customer Success Operation With Velaris

Velaris helped Luminary bring customer usage, CRM, support, and engagement data together, enabling its CS team to identify risk and expansion opportunities earlier, without allocating team time to a costly internal build.

The Velaris Team

Operational Clarity at Scale: How Kato Transformed Customer Success

Operational Clarity at Scale: How Kato Transformed Customer Success

Kato managed 1,500+ accounts across EMEA with a 9-person team — and nearly two hours of daily admin was quietly draining them. What happened when they centralized everything into one system changed how the entire team worked. Read the full story to see the numbers.

The Velaris Team

How Insurely scaled their CS operations and increased their efficiency using Velaris

How Insurely scaled their CS operations and increased their efficiency using Velaris

Read about how Insurely overcame challenges with scaling their CS team by implementing Velaris’ Customer Success Platform.

The Velaris Team

Hostaway partners with Velaris to pioneer Customer Success in Hospitality Tech

Hostaway partners with Velaris to pioneer Customer Success in Hospitality Tech

Hostaway, a pioneering force in hospitality tech, has joined forces with Velaris to redefine the landscape of vacation rental property management. Read on to find out how Hostaway empowers its customers by leveraging Velaris’ visionary technology.

The Velaris Team

Case Study: Velaris streamlines StaySafe (EcoOnline Global)'s customer data, boosting efficiency and enabling strategic growth

Case Study: Velaris streamlines StaySafe (EcoOnline Global)'s customer data, boosting efficiency and enabling strategic growth

This case study describes how Velaris was able to provide StaySafe (part of EcoOnline Global) with a single-screen approach for customer data, and, as a result, helped the company to achieve improved efficiency and strategic growth.

The Velaris Team

How Protex AI streamlined their CS operations with Velaris

How Protex AI streamlined their CS operations with Velaris

Protex AI is revolutionizing high-risk industries with their AI-powered solutions, helping companies prevent accidents and protect their workforce. But as they expanded, managing customer relationships became a challenge, with data scattered across multiple tools. This is how we helped them.

The Velaris Team

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Velaris is an AI-native Customer Success Platform built for mid-market and enterprise B2B SaaS teams. From customer health scoring and churn prediction to onboarding automation, renewals, and expansion workflows, Velaris helps recurring revenue teams understand account health, reduce churn, and scale customer success with greater visibility and control.