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VELARIS.IO

Velaris

AI-native customer success platform for mid-market and enterprise B2B SaaS teams, combining customer context, health scoring, automations, renewals, expansion workflows, support, and AI agents/copilot.

Botanical engraving of the alpine eyebright ALPINE EYEBRIGHT
Euphrasia revoluta
23
USE CASES
7 / 8
STAGES COVERED
50
EVIDENCE PAGES
8
NAMED CUSTOMERS
2023
FOUNDED
THE CLIMB · WHERE VELARIS HELPS
  1. 01 Sign-up COVERED →
  2. 02 Onboard COVERED →
  3. 03 Activate SEE VENDORS →
  4. 04 Adopt COVERED →
  5. 05 Support COVERED →
  6. 06 Expand COVERED →
  7. 07 Renew COVERED →
  8. 08 Advocate COVERED →
01 · USES

What it's used for

Meeting intelligenceTime to valueAdoption guidanceHealth scoringSentiment analysisSupport automationKnowledge baseExpansionRenewal managementChurn preventionVoice of customerCustomer advocacyPredict churn and expansionsAnalyze customer healthCompile customer feedbackAutomate workflows for customer successCreate personalized customer journeysCustomer health scoringChurn predictionOnboarding automationRenewalsExpansion workflowsSupport ticket management
02 · ICP

Who it suits (ICP)

Mid-market and enterprise B2B SaaS teams, Recurring revenue teams, Post-sales teams

Buyers: Executive, CS Leader, CS Manager, Customer Success Manager

03 · HOW IT WORKS

How it works

Velaris connects customer data from across the stack into a live customer context model, then uses AI copilot, agents, analytics, workflows, and shared workspaces to surface signals and automate post-sales actions.

04 · FEATURES

Key features

  • Customer health scores with custom parameters and lifecycle-stage logic
  • AI sentiment analysis across customer calls, emails, transcripts, and tickets
  • Conversation intelligence that distills risks, opportunities, and action items from customer calls
  • Trending topic analysis from tickets and messages
  • Customer 360 with account history, communications, files, and open deals
  • Collaborative onboarding canvases and customer portal task tracking
  • Automation builder with custom triggers, conditions, and cross-tool actions
  • Success Plans with milestones, task tracking, templates, and KPI linkage
  • Campaigns for automated email sequences with segmentation and performance analytics
  • Support shared inbox with prioritization, assignment, comments, mentions, and activity timeline
  • Low-code integration builder across 280+ tools
  • AI-generated task suggestions and next steps from customer communications
05 · INTEGRATIONS

What it works with

SalesforceHubSpotPipedriveZendeskNotionSlackGongChatGPTClaudeGmailOutlookJiraIntercom
06 · VALUE

What it says it delivers

  • Speed time to value
  • Reduce churn
  • Improve customer health
  • Automate workflows
  • Increase retention
  • Grow expansion revenue
  • Improve renewal forecasting
  • Strengthen customer advocacy
  • Reduce support workload
  • The platform post-sales teams use to cover more of the book without adding headcount.
  • Outcome-focused agents that act independently and get better over time.
  • Understand your customers, optimize your processes, and grow your accounts.
  • The AI teammate for Customer Success that listens to all your customers, learns over time and acts on your behalf.

In the vendor's own words, from its website.

07 · PRICING

Pricing

  • All the tools you need in one license.
08 · COMPANY

About the company

HEADQUARTERSLondon
FOUNDED2023 in London, United Kingdom
G2 RATING4.6 (93 reviews) G2 page
09 · BLOG

From the Velaris blog

Articles ↗8 Ways to Use AI to Boost Customer Retention and Reduce Churn ↗
10 · EVIDENCE

Where this came from

Compiled from 50 public pages on velaris.io.

SHOW PAGES
HOW WE COMPILED IT →
11 · CUSTOMERS

Who uses it

LuminaryKatoInsurelyHostawayStaySafeProtex AICircularViterbit

Named on velaris.io.

12 · USE CASES

Use cases on its website

13 · CASE STUDIES

Customer stories on its website

Links to the vendor's own pages. Results aren't repeated here until each one is checked against its page.

14 · SECURITY

Security and compliance

  • ✓ ISO Certified
  • ✓ AICPA SOC2
  • ✓ GDPR Compliant
COMPARE WITH · SIMILAR KIT FOR THE SAME STAGES
PLANHAT.COM Planhat Deploy AI with confidence across the customer lifecycle Deploy AI with confidence across the customer… Shared stages: Sign-up · Onboard · Adopt · Support · Expand · Renew · Advocate G2: 4.6 (687 reviews) VIEW PROFILE → LUCIDLYHQ.COM Lucidly Post-sale revenue intelligence software for B2B SaaS teams that joins product usage, support, billing, CRM,… Shared stages: Sign-up · Onboard · Adopt · Support · Expand · Renew · Advocate G2: 4.5 (50 reviews) VIEW PROFILE → GENESYS.COM Genesys To orchestrate better customer experiences using AI to understand customer needs and optimize business… Shared stages: Sign-up · Onboard · Adopt · Support · Expand · Renew · Advocate VIEW PROFILE →
BEFORE YOU BUY

Is it the kit, or the map?

The Post-Sales Reset looks at how your customers move from signed deal to renewal, and finds the few changes that matter most.

EXPLORE THE POST-SALES RESET ↗

Work at Velaris, or spotted something wrong? SUGGEST AN EDIT →

Chris Sparshott
WHO RUNS IT

Chris Sparshott

CUSTOMER SUCCESS, SUPPORT AND RENEWALS LEADER · SUCCESSBYCS

Not sure which leg of the climb is the problem? Kit helps, but the path matters more. The Post-Sales Reset finds where your customers are getting stuck and what to fix first.

Explore the Post-Sales Reset ↗ VIEW LINKEDIN PROFILE ↗ DIRECTORY@SUCCESSBYCS.COM →