What is Velaris?

Velaris is an AI-native Customer Success Platform built for mid-market and enterprise B2B SaaS teams. It provides complete visibility of every customer and process, with AI-enriched intelligence to predict churn and expansion. The platform centralizes customer data, tracks health, manages renewals and expansion, and automates workflows.

How to use Velaris?

To use Velaris, request a demo or sign up. The implementation is not DIY; a dedicated team helps scope systems, map data, and configure integrations. Once set up, teams can use the Copilot to ask questions, create success plans, and analyze portfolios. They can also build custom agents, set up automations, and manage tasks and playbooks within the platform.

Core features of Velaris

AI Copilot for answering questions, drafting plans, and analyzing portfolios
Customer 360 with account summaries, timelines, and action logs
AI-powered health scores with sentiment analysis and custom health score builder
Automations and orchestration with visual canvas and custom triggers
Playbooks, success plans, and task manager for execution
70+ integrations with CRM, communications, product analytics, and financial systems
AI agents that monitor accounts, listen to meetings, and handle handovers