We look forward to showing you Velaris, but first we'd like to know a little bit about you.
Velaris makes engaging and retaining high-touch accounts easy.
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.
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.
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.
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.
We’ll migrate your data and build out the first playbooks and automations for you.
We’ll connect to any tool in your tech stack, even if we need to build a custom integration for you.
We’ll work with you to develop CS processes and workflows that are molded to your unique needs