We look forward to showing you Velaris, but first we'd like to know a little bit about you.
Coordinate, automate, and monitor onboarding and implementation projects
All the tools you need to collaborate with customers, monitor progress, and streamline your onboarding process from start to finish.
Work with your customers in a shared space
Our customer portal connects you to your customers, helping you to stay on the same page.
Share files and assign tasks bi-directionally and keep everything in the same place.
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Connect your customer portal to your product interface for seamless collaboration
Create a frictionless collaboration experience for customers by embedding our portal widget in your product interface.
Customers can manage their onboarding tasks when they access your product instead of having to sign in to a separate portal.
Manage your tasks and projects in a single organized workspace
Organize your tasks in a list or board view to easily keep track of everything that needs to be done.
Create individual onboarding plans for each customer using Success Plans and monitor their progress
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Standardize and automate repetitive processes
Create playbooks that instantly generate checklists for your onboarding managers.
Trigger playbooks based on custom events and tailor them to each of your customer segments.
Create low-touch onboarding flows for customers with email campaigns and conditional triggers.
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Monitor how each onboarding project is progressing and identify issues early
Track the health of your customers throughout their onboarding journey with custom health scores.
Understand which projects are going off track and proactively address complications.
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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
Bring predictable growth to your business
Request a demo
