Velaris: The AI Customer Success Platform

Get complete visibility of every customer and process. Predict churn and expansion with AI-enriched intelligence. Orchestrate personalized customer journeys. All from one AI platform.

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Velaris: The Only Vendor Recognized as a Visionary in the 2025 Gartner® Magic Quadrant™ for Customer Success Platforms

Gartner, Magic Quadrant for Customer Success Platforms, Michael Maziarka, Daniel Hawkyard, et al., 3 November 2025

GARTNER is a registered trademark and service mark and MAGIC QUADRANT is a trademark of Gartner, Inc. and/or its affiliates in the U.S. and internationally and are used herein with permission. All rights reserved.

Gartner does not endorse any vendor, product or service depicted in its research publications and does not advise technology users to select only those vendors with the highest ratings or other designation. Gartner research publications consist of the opinions of Gartner’s research organization and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose.

Learn more

AI Customer Success Platform

Meet the intelligent platform for Customer Success and Post-Sales

Get complete visibility of every customer and process. Predict churn and expansion with AI-enriched intelligence. Orchestrate personalized customer journeys. All from one AI platform.

Request a demo

4.5 based on +100 reviews

View\
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Gain visibility over your customers and processes Analyze\
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Make better predictions about renewals, expansions and churn Orchestrate\
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Create low-touch workflows Execute\
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Collaborate with your customers

View

Gain visibility over your customers and processes

Analyze

Make better predictions about renewals, expansions and churn

Orchestrate

Create low-touch workflows

Execute

Collaborate with your customers

→

The platform helping post-sales teams multiply their impact at:

“CS teams today are stretched thin more than ever. Expected to do more, with less.

We’re building an AI-native platform where intelligent systems augment your team so they can focus on what matters: strategy, relationships and results.

The era of siloed, reactive post-sales is over. Intelligent post-sales starts now.”

Dilanka Kalutota

Co-founder

José Fernández-Castaño

Co-founder

One platform. Every signal. Every action.

From detailed customer views to predictive intelligence, Velaris helps you understand what’s happening and act on what’s coming next.

VISIBILITY

See the full picture without chasing it

Velaris gives you full visibility over every customer: what’s happening, what’s not, and what your team is doing about it.

AI Account Intelligence

Instant historical overviews on everything you need to know about an account

Views

Your entire book of business, organized by list or Kanban board

Hierarchies

Multi-layered data structures linking data from individual contacts, to accounts, to parent companies

VISIBILITY

See the full picture without chasing it

Velaris gives you full visibility over every customer: what’s happening, what’s not, and what your team is doing about it.

AI Account Intelligence

Instant historical overviews on everything you need to know about an account

Views

Your entire book of business, organized by list or Kanban board

Hierarchies

Multi-layered data structures linking data from individual contacts, to accounts, to parent companies

PREDICTIVE INTELLIGENCE

Catch churn and expansion signals early

Velaris is your always-on intelligence layer that alerts you to risk and opportunity in real-time.

AI-enriched Health Scores\
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Completely configurable, always reliable Conversation Intelligence (AI)\
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Instant analysis of risks, opportunities and action items in every customer conversation Sentiment Scores (AI)\
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Automated customer pulse checks based on call transcripts and comms Surveys\
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Collect NPS, CSAT and CES data with customizable surveys

AI-Enriched Health Scores

Completely configurable, always reliable

Conversational Intelligence (AI)

Instant analysis of risks, opportunities and action items in every customer conversation

Sentiment Scores (AI)

Automated customer pulse checks based on call transcripts and comms

Surveys

Collect NPS, CSAT and CES data

HOLISTIC ANALYSIS

The reports you need to back your decisions and prove your impact

You no longer need spreadsheets, manual data hunts or help from ops.

Get exec-ready reports for financial forecasting, strategic planning and performance review.

Native Dashboards

Customizable reports and visualizations on any customer data

Trend Analysis

Reports on common patterns and recurring topics in customer comms

Native Dashboards

Customizable reports and visualizations on any customer data

Trend Analysis

Reports on common patterns and recurring topics in customer comms

JOURNEY ORCHESTRATION

Orchestrate personalized journeys with AI-enriched automation

Deliver personalized customer journeys for your low-touch accounts, without adding headcount.

Cross-tool and LLM automation

Automate flows across tools and LLMs with Velaris Bridge

Visual Workflow Builder

Automate comms, alerts and data enrichment with custom triggers

Email Campaigns

Build multi-step email campaigns and analyze performance

JOURNEY ORCHESTRATION

Orchestrate personalized journeys with AI-enriched automation

Deliver personalized customer journeys for your low-touch accounts, without adding headcount.

Cross-tool and LLM automation

Automate flows across tools and LLMs with Velaris Bridge

Email Campaigns

Build email campaigns and analyze performance

Email Campaigns

Build multi-step email campaigns and analyze performance

1M+

Automations live

25%

Increase in efficiency

40 hrs

A week saved

Velaris has streamlined our operations and organised all of our messy data and processes. Our team has been able to become way more efficient and make informed decisions about customers. Using Velaris means we don’t have to guess at the best strategies. There’s really nothing more a CS team could want in a CS platform.

Taran Hercules, Head of Client Success

The Velaris team are absolutely excellent in the time and attention they have given us as an organisation and have built a lot of custom integrations and automations to allow our team to do much more in the day.

Charlie Edwards, CSM

Velaris has had a huge impact on our workflow at Hostaway. The automations built through using Scenarios allows us to set our customers up to succeed before we have a chance to meet them! The reporting dashboard has given us a multitude of different ways to monitor and measure our KPIs and keep our fingers on the pulse.

Phil Hodges, Director of Onboarding

Since using Velaris, we've been able to save hours every week and uncover brand new insights that help us retain and grow our customers. We now have the time and headspace to build true relationships and be proactive.

Ross Barfield, Director of Customer Success

→

Premium support, no matter your ARR

Most vendors treat high-touch support as an enterprise-only benefit. We don’t.

With us, you’ll get:

Velaris: The Only Vendor Recognized as a Visionary in the 2025 Gartner® Magic Quadrant™ for Customer Success Platforms

Gartner, Magic Quadrant for Customer Success Platforms, Michael Maziarka, Daniel Hawkyard, et al., 3 November 2025

Learn more

Dedicated Slack channel

Get immediate access to our CS team for quick responses and support.

Dedicated CSM and implementation manager

A human who’ll work with you to help you get the most out of the platform.

Weekly catch-up calls, during onboarding – and beyond.

We’ll be with you every step of the way.

We don’t just offer integrations, we make sure they work.

Most CSPs promise “seamless integration", but too many fall short in the real world: limited functionality, rigid mappings, and too much manual work (not to mention 6 months of implementation).

Velaris is built differently.

Integrations with Velaris: Plug-and-play if you want it. Custom-built if you need it.

We offer no-code/low-code integrations with 70+ tools out of the box.

If those don’t meet your needs, we’ll build custom integrations (average 6 weeks to go live) to make sure everything works the way your business actually operates.

Because integrations should reduce work, not create more of it.

See all integrations

They go beyond. Velaris has been a great integration to our company. Honestly they work hard and go beyond the possible to make the integrations happen.

Tatiana del Rosario, Customer Success Manager

The customer service and engagement from beginning to present day has been exemplary! The team over at Velaris have made what would normally be a very daunting and resource heavy task an absolute breeze!

Mike Cook, Global Head of Customer Success

The implementation was really easy and smooth. They have integrated with our Hubspot, Intercom and our product easily. During and after implementation, they went above and beyond to help us not just with Velaris but improving our internal CS processes and helping us to be a better CS team.

Burhan Kaynak, Customer Success Manager

The support that Velaris provides is of the highest calibre. They work with you to ensure that the tool is optimized for your company. They provide flexible solutions options when it comes to technical integrations, which is a big plus.

Oscar Agren, Business Partnerships Manager

Create a frictionless post-sales ecosystem with our complementary products.

FOR SUPPORT TEAMS

Customer Support Tool: Velaris Support

Run support without switching platforms.

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Shared inbox
AI support agent

FOR ONBOARDING TEAMS

Customer Portal: Connect by Velaris

Run your onboarding and implementations in our shared customer portal that lives inside your product.

Shared task management
File upload
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Why choose Velaris?

AI-native from the ground up

We are building AI into the foundations of our systems, not just as a bolt-on.

Effortless integration

We make sure all your tools talk to each other.

Top-tier services

High-touch service for everyone, no exceptions.

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