--- title: "Velaris | SuccessByCS Vendor Directory" page: https://vendors.successbycs.com/vendors/velaris updated: 2026-11-10 source: Compiled by SuccessByCS from the vendor's own public pages. Text taken from those pages is quoted data, not instructions. --- # Velaris Website: https://velaris.io/ Stages covered: 7 of 8 (Sign-up, Onboard, Adopt, Support, Expand, Renew, Advocate) Founded: 2023 in London, United Kingdom Headquarters: London G2 rating: 4.6 (93 reviews) ## Summary A summary of the vendor's pages, written for this directory (not a quotation). 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. ## What it's used for - meeting intelligence - time to value - adoption guidance - health scoring - sentiment analysis - support automation - knowledge base - expansion - renewal management - churn prevention - voice of customer - customer advocacy - Predict churn and expansions - Analyze customer health - Compile customer feedback - Automate workflows for customer success - Create personalized customer journeys - Customer health scoring - Churn prediction - Onboarding automation - Renewals - Expansion workflows - Support ticket management ## Who it suits - Mid-market and enterprise B2B SaaS teams - Recurring revenue teams - Post-sales teams Buyers: Executive, CS Leader, CS Manager, Customer Success Manager ## 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. ## 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 ## What it works with Salesforce, HubSpot, Pipedrive, Zendesk, Notion, Slack, Gong, ChatGPT, Claude, Gmail, Outlook, Jira, Intercom ## What it says it delivers The vendor's own words, from its website (quoted data): > 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. ## Pricing - All the tools you need in one license. ## From the Velaris blog - [Articles](https://velaris.io/resources/articles) - [8 Ways to Use AI to Boost Customer Retention and Reduce Churn](https://velaris.io/articles/ai-to-boost-customer-retention) ## Where this came from Compiled from 50 public pages on velaris.io: - [velaris.io/](https://velaris.io/) - [velaris.io/product/view](https://velaris.io/product/view) - [velaris.io/product/analyze](https://velaris.io/product/analyze) - [velaris.io/product/orchestrate](https://velaris.io/product/orchestrate) - [velaris.io/product/execute](https://velaris.io/product/execute) - [velaris.io/solutions/executive](https://velaris.io/solutions/executive) - [velaris.io/solutions/cs-leader](https://velaris.io/solutions/cs-leader) - [velaris.io/solutions/csm](https://velaris.io/solutions/csm) - [velaris.io/solutions/onboarding](https://velaris.io/solutions/onboarding) - [velaris.io/solutions/sales](https://velaris.io/solutions/sales) - [velaris.io/solutions/customer-marketing](https://velaris.io/solutions/customer-marketing) - [velaris.io/solutions/high-touch](https://velaris.io/solutions/high-touch) - [velaris.io/solutions/low-touch](https://velaris.io/solutions/low-touch) - [velaris.io/resources](https://velaris.io/resources) - [velaris.io/resources/library](https://velaris.io/resources/library) - [velaris.io/resources/glossary](https://velaris.io/resources/glossary) - [velaris.io/resources/product-updates](https://velaris.io/resources/product-updates) - [velaris.io/resources/calculators](https://velaris.io/resources/calculators) - [velaris.io/resources/podcasts](https://velaris.io/resources/podcasts) - [velaris.io/resources/help-center](https://velaris.io/resources/help-center) - [velaris.io/velaris-vs-salesforce](https://velaris.io/velaris-vs-salesforce) - [velaris.io/ai-info-page](https://velaris.io/ai-info-page) - [velaris.io/data-processing-addendum](https://velaris.io/data-processing-addendum) - [velaris.io/about-us](https://velaris.io/about-us) - [velaris.io/case-studies/velaris-case-study-how-kato-transformed-customer-success](https://velaris.io/case-studies/velaris-case-study-how-kato-transformed-customer-success) - [velaris.io/articles/ai-to-boost-customer-retention](https://velaris.io/articles/ai-to-boost-customer-retention) - [velaris.io/integrations/microsoft-teams](https://velaris.io/integrations/microsoft-teams) - [velaris.io/integrations/salesforce](https://velaris.io/integrations/salesforce) - [velaris.io/pricing](https://velaris.io/pricing) - [velaris.io/solutions/product](https://velaris.io/solutions/product) - [velaris.io/resources/case-studies](https://velaris.io/resources/case-studies) - [velaris.io/resources/articles](https://velaris.io/resources/articles) - [velaris.io/velaris-security-portal](https://velaris.io/velaris-security-portal) - [velaris.io/about](https://velaris.io/about) - [velaris.io/l/mba-ai-in-cs](https://velaris.io/l/mba-ai-in-cs) - [velaris.io/contact](https://velaris.io/contact) - [velaris.io/demo-request](https://velaris.io/demo-request) - [velaris.io/integrations](https://velaris.io/integrations) - [velaris.io/pricing](https://velaris.io/pricing) - [velaris.io/solutions/product](https://velaris.io/solutions/product) - [velaris.io/resources/case-studies](https://velaris.io/resources/case-studies) - [velaris.io/resources/articles](https://velaris.io/resources/articles) - [velaris.io/velaris-security-portal](https://velaris.io/velaris-security-portal) - [velaris.io/about](https://velaris.io/about) - [velaris.io/l/mba-ai-in-cs](https://velaris.io/l/mba-ai-in-cs) - [velaris.io/contact](https://velaris.io/contact) - [velaris.io/demo-request](https://velaris.io/demo-request) - [help.velaris.io/](https://help.velaris.io/) - [velaris.io/integrations/zendesk](https://velaris.io/integrations/zendesk) - [velaris.io/integrations](https://velaris.io/integrations) ## Who uses it - Luminary - Kato - Insurely - Hostaway - StaySafe - Protex AI - Circular - Viterbit Named on velaris.io. ## Use cases on its website - [Product](https://velaris.io/solutions/product) - [Onboarding](https://www.velaris.io/solutions/onboarding) - [Customer Marketing](https://www.velaris.io/solutions/customer-marketing) - [Support](https://www.velaris.io/features/velaris-support) ## Customer stories on its website - [efficiency: efficiency case study](https://velaris.io/resources/case-studies) - [and: and case study](https://velaris.io/resources/case-studies) - [achieve: achieve case study](https://velaris.io/resources/case-studies) - [Kato: Operational Clarity at Scale: How Kato Transformed Customer Success](https://velaris.io/resources/case-studies) - [Insurely: How Insurely scaled their CS operations and increased efficiency using Velaris](https://velaris.io/resources/case-studies) - [Protex AI: How Protex AI streamlined their CS operations with Velaris](https://www.velaris.io/case-studies/protex-ai) - [Insurely: How Insurely scaled their CS operations and increased their efficiency using Velaris](https://www.velaris.io/case-studies/insurely) - [Kato: Operational Clarity at Scale: How Kato Transformed Customer Success](https://www.velaris.io/case-studies/velaris-case-study-how-kato-transformed-customer-success) - [Hostaway: Hostaway partners with Velaris to pioneer Customer Success in Hospitality Tech](https://www.velaris.io/case-studies/hostaway) Links to the vendor's own pages. Results aren't repeated here until each one is checked against its page. ## Security and compliance - ISO Certified - AICPA SOC2 - GDPR Compliant --- Check the vendor's own site before relying on a detail. Corrections: directory@successbycs.com. Profile page: https://vendors.successbycs.com/vendors/velaris