What is Velaris?

Velaris is an AI‑native Customer Success Platform that delivers full visibility across every account, consolidating data from contacts, accounts, and parent companies into a single view. It provides predictive health scores and conversation analytics to surface churn and expansion signals in real time, allowing CS leaders and managers to prioritize risk mitigation and upsell opportunities.

Low‑touch teams can design and automate personalized customer journeys with a visual workflow builder, while high‑touch teams have access to AI‑driven insights that inform success plans and agent performance reviews. Built‑in integrations connect to 70+ tools through no‑code or custom connectors, ensuring data flows seamlessly between CRM, ticketing, and communication platforms.

Executives can generate exec‑ready dashboards for forecasting and strategic planning, and product teams can extract usage metrics for roadmap prioritization. The platform’s ISO, SOC2, and GDPR compliant architecture protects sensitive customer data while supporting cross‑functional collaboration.

Velaris user reviews

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Velaris's key features

AI account briefing overview
Customer 360 unified view
Timeline of activities
Action log tasks
Full data connectivity
List and Kanban views
Custom objects tracking

Velaris use cases

Automate proactive churn‑prevention journeys using Velaris’ AI‑powered health scores, triggering personalized win‑back emails or upsell offers that cut churn by up to 15% and give managers instant executive forecast dashboards
Build no‑code, data‑rich customer‑health dashboards that consolidate contacts, accounts and parent‑company data, allowing support teams to visualize usage metrics, predict support needs and act before issues arise
Leverage Velaris’ conversation‑analytics AI to extract sentiment and intent from support chats, automatically tagging high‑priority tickets and feeding actionable insights into low‑touch journey automation