We look forward to showing you Velaris, but first we'd like to know a little bit about you.
Proactively manage your portfolio
Velaris is the organized workspace where CSMs do great work. We give you everything you need to deliver exceptional services while staying proactive.
Gain control over your accounts and effortlessly manage them in one place
View all of your accounts, tasks and playbooks in a single workspace. Understand what needs to be done at a glance and keep track of your accounts.
Keep a pulse on account health
Measure your customer’s health with health scores based on custom parameters that combine your manual health ratings with other data points.
Cut down admin work
Build comprehensive automations that take data entry and other repetitive tasks off your plate so you can focus on driving value for customers.
Help customers achieve their goals
Create Success Plans that automatically track customer KPIs. Manage tasks for each account plan and keep track of your progress easily.
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Since using Velaris, we've been able to save 10 hours a week and uncover brand new insights that help us retain and grow our customers. We now have the time and headspace to build true relationships and be proactive.
The CSP vendor that gives you the services you deserve
Done-for-you setup
We’ll migrate your data and build out the first playbooks and automations for you.
Unlimited integrations
We’ll connect to any tool in your tech stack, even if we need to build a custom integration for you.
Free CS consulting
We’ll work with you to develop CS processes and workflows that are molded to your unique needs
All the tools you need to set your team up for success
Explore all our features:
Data and Analytics
Productivity and Automation
Bring predictable growth to your business.
Request a demo
