**Velaris** is an AI-powered **Customer Success Platform** designed for proactive CSMs. It helps teams gather customer insights, prevent churn, and delight customers with powerful automation and analytics. Whether you’re scaling high-touch or low-touch models, Velaris streamlines operations and saves hours of manual work.

What are the features of Velaris?

* **Data & Analytics**: Get a **360° view** of customer health, sentiment, and product usage with customizable dashboards. * **Automation**: Save time with **drag-and-drop workflows** for internal and customer-facing tasks. * **Productivity Tools**: Centralize tasks, playbooks, and success plans in one workspace. * **Customer Collaboration**: Engage users via surveys, a **customer portal (Connect)**, and AI-driven insights. * **Velaris AI**: Auto-generate tasks, analyze sentiment, and draft emails effortlessly.

What are the use cases of Velaris?

* **Prevent churn**: Spot at-risk accounts early with dynamic health scores. * **Scale onboarding**: Automate workflows for faster, smoother implementations. * **Boost expansions**: Use customer data to identify upsell opportunities. * **Improve NPS/CSAT**: Send targeted surveys and act on feedback instantly.

1. **Integrate**: Connect Velaris to your CRM, support tools, and product analytics. 2. **Set up automations**: Build workflows (e.g., onboarding sequences, renewal reminders). 3. **Monitor health**: Customize dashboards to track key metrics. 4. **Engage customers**: Use the portal or campaigns for seamless collaboration.

**Does Velaris integrate with other tools?**

Yes! It connects to **50+ platforms** like Salesforce, HubSpot, and Slack.

**How long does setup take?**

Most teams are up and running in **weeks**—no coding needed.

**Can Velaris handle low-touch customers?**

Absolutely! Its automation and AI scale **digital CS strategies** without losing personalization.

Velaris

5.0

86.82%

Velaris is the all-in-one Customer Success Platform that combines AI, automation, and collaboration tools to help teams save time, reduce churn, and grow accounts.

Added on: 2025.07.04

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