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  3. Velaris
Logo of Velaris

Velaris

byVelaris
in Customer Success Management Platforms
4.3

Overview

Product Information on Velaris

Updated 13th October 2025

What is Velaris?

Velaris is a software designed to support customer success management by providing a unified platform for tracking customer interactions, product usage, and account health. The software offers features such as account segmentation, workflow automation, and customizable dashboards to help teams monitor customer engagement and identify opportunities for growth or risk mitigation. Velaris integrates with various CRM and communication tools to centralize customer data, streamlining processes such as onboarding, renewals, and relationship management. The software aims to help organizations enhance retention and expansion by offering actionable insights and facilitating collaboration across customer-facing teams.

Velaris Pricing

Velaris software utilizes a tiered subscription pricing model based on the number of users and feature access. The structure typically includes monthly or annual payments, with different plans designed for various organizational sizes and requirements. Advanced functionalities and additional support options are available in higher pricing tiers, enabling customers to select a plan that aligns with their usage needs.

Overall experience with Velaris

Sr. CSM
50M - 250M USD, Telecommunication
FAVORABLE

“Comprehensive Tool Integration and Customizable Data Offer Streamlined Account Insights”

4.0
Sep 23, 2025
Very well integrated with the many tools we rely on. Great onboarding experience with our dedicated CSM who was very involved and supportive. More than enough data and trackable metrics.
Customer Success Manager
<50M USD, Software
CRITICAL

“Really good platform, room for improvements”

3.0
Apr 16, 2025
Velaris is a strong platform with a lot of potential to become even more impactful. That said, we're still experiencing some challenges with data accuracy, integration setup and a few platform-related bugs. Addressing these issues would make a significant difference in our overall experience. Integration with Google Calendar would also be great!

About Company

Company Description

Updated 10th September 2025

Velaris is an AI system built for Customer Success at scale. The platform consolidates health scores, product usage, and engagement data into one place, giving teams real-time visibility into every account. With AI-enriched signals, Velaris predicts outcomes like churn risk or expansion opportunities so teams can act early. Manual tasks and repetitive workflows are automated by AI, enabling Customer Success Managers to focus on building relationships and delivering value. Velaris also provides hands-on onboarding, proactive guidance, and responsive support, ensuring the platform fits into existing operations while evolving with customer needs. Designed to help teams see clearly, act decisively, and scale effectively, Velaris combines advanced technology with dedicated support to drive lasting customer outcomes.

Company Details

Updated 10th September 2025
Year Founded
2021
Head office location
United Kingdom
Website
www.velaris.io

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Key Insights

A Snapshot of What Matters - Based on Validated User Reviews

Reviewer Insights for: Velaris

Velaris Likes & Dislikes

Like

Having all the tools under one roof. Being able to get a quick scan of an account, while being able to custom configure the data and information that is available. Time efficiency is greatly improved.

Like

- How much info you have from accounts/portfolio - All integrated in one place - Project Management view

Like

The number of available integrations, reporting, support.

Dislike

It is a little overwhelming at first due to the many functionalities and metrics available.It can take some time, but once setup, everything one needs is as your finger tips.

Dislike

- Data inaccuracy - Lack of integration with Google Calendar - A lot of clicks to create a task

Dislike

do not have much to say yet.

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Peer Discussions

Velaris Reviews and Ratings

4.3

(23 Ratings)

Rating Distribution

5 Star
65%
4 Star
17%
3 Star
17%
2 Star
0%
1 Star
0%
Why ratings and reviews count differ?

Customer Experience

Evaluation & Contracting

4.3

Integration & Deployment

4.3

Service & Support

4.6

Product Capabilities

4.3

Filter Reviews
Sort By:
Most helpful
Last 12 Months
Star Rating
Reviewer Type
Reviewer's Company Size
Reviewer's Industry
Reviewer's Region
Reviewer's Job Function
  • Sr. CSM
    50M-1B USD
    Telecommunication
    Review Source

    Comprehensive Tool Integration and Customizable Data Offer Streamlined Account Insights

    4.0
    Sep 23, 2025
    Very well integrated with the many tools we rely on. Great onboarding experience with our dedicated CSM who was very involved and supportive. More than enough data and trackable metrics.
  • Customer Success Manager
    <50M USD
    Software
    Review Source

    Really good platform, room for improvements

    3.0
    Apr 16, 2025
    Velaris is a strong platform with a lot of potential to become even more impactful. That said, we're still experiencing some challenges with data accuracy, integration setup and a few platform-related bugs. Addressing these issues would make a significant difference in our overall experience. Integration with Google Calendar would also be great!
  • Operations Manager
    <50M USD
    Services (non-Government)
    Review Source

    Unmatched Customer Support and Integration Capabilities

    5.0
    Apr 28, 2025
    Lovely customer support, very adjustable tool, a lot of integration potential.
  • Customer Success Manager
    <50M USD
    Software
    Review Source

    Exploring Velaris: Great Insights, Challenging Features

    3.0
    Apr 16, 2025
    Velaris gives me great insight to my customer portfolio. There are some features that are missing.
  • Sales Manager
    <50M USD
    Software
    Review Source

    Versatile Product Inspires User Engagement Despite Flaws

    3.0
    Apr 16, 2025
    Lots of features, but lacks a bit of finishing touch. Easy to use healts scores, but hard to use churn pipelines.
Showing Result 1-5 of 23

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  • Critical Capabilities for Customer Success Management Platforms
  • Magic Quadrant for Customer Success Management Platforms

Gartner Peer Insights content consists of the opinions of individual end users based on their own experiences, and should not be construed as statements of fact, nor do they represent the views of Gartner or its affiliates. Gartner does not endorse any vendor, product or service depicted in this content nor makes any warranties, expressed or implied, with respect to this content, about its accuracy or completeness, including any warranties of merchantability or fitness for a particular purpose.

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