High Touch

Deliver enterprise-grade service effortlessly

Velaris makes engaging and retaining high-touch accounts easy.

CUSTOMER 360

Get a full picture of your accounts

Quickly find account details, account plans, contracts, records of past interactions, support tickets and any other customer-related item in one organized space.

Velaris keeps everything organized so you can easily stay on top of all your accounts.

ACCOUNT PLANNING

Create Account Plans and track their progress with real-time metrics

Success Plans help you track all the tasks and milestones you need to complete to help customers achieve their goals.

Link each plan to your core KPI to get real-time updates on your impact and prove ROI to customers.

CUSTOMER PORTAL

Streamline complex onboarding processes

Manage each onboarding in a dedicated portal where you can collaborate with customers and assign them tasks.

Customers can access the portal through our portal widget, which can be embedded in your product’s interface.

Create frictionless processes that make onboardings more transparent and efficient for both you and your customers.

AUTOMATION

Less admin, more strategy

Automate tedious manual processes and free up more time to focus on driving value for customers.

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.

Burhan Kaynak
EcoOnline

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 deliver personalized, proactive service.

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