Velaris
The Customer Success Platform for B2B SaaS.
Overview
Velaris is a customer success platform designed to help B2B SaaS teams manage their customers from onboarding to renewal. It focuses on providing an intuitive user experience, with tools for tracking customer interactions, monitoring health metrics, and managing tasks. The platform aims to remove data silos and provide a single source of truth for CS teams.
✨ Key Features
- Customer Health Scores
- Renewal Management
- Task & Activity Management
- Customer 360 View
- Collaboration Tools
- Reporting & Analytics
🎯 Key Differentiators
- Intuitive and modern user interface.
- Strong focus on collaboration and removing data silos.
- Good balance of core CS features for the mid-market.
Unique Value: Provides an intuitive and collaborative platform that gives CS teams a single source of truth, enabling them to manage customer health and renewals more effectively.
🎯 Use Cases (4)
✅ Best For
- Providing CSMs with a clear, consolidated view of all customer data and interactions.
- Streamlining the renewal management process with automated alerts and task tracking.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Large enterprises with complex workflow automation needs
- Product-led companies needing deep in-app engagement features
🏆 Alternatives
Offers a more modern and user-friendly experience compared to some older platforms, with a focus on the core workflows that matter most to mid-market CSMs.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Dedicated Support (Custom tier)
🔒 Compliance & Security
💰 Pricing
✓ 14-day free trial
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