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Velaris Reviews for 2026
Customer success teams managing account health and engagement.
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What is Velaris?
Velaris is a customer success software platform designed to help organizations manage customer relationships, monitor account health, and drive proactive engagement across the customer lifecycle. It centralizes customer data, insights, and workflows into a single system to support retention, expansion, and long-term customer value.
The platform provides structured views of accounts, contacts, and organizations, alongside health scoring, surveys, and reporting dashboards. Velaris includes analytics features such as conversation analysis and sentiment scoring powered by AI, enabling teams to better understand customer signals and risks. These insights support informed decision-making and help teams identify opportunities for intervention or growth.
Velaris.io also supports orchestration and execution of customer success activities through automations, email campaigns, playbooks, success plans, and task management. It is built to align multiple teams around shared customer outcomes, offering tools for both strategic planning and day-to-day execution. The platform is typically used by customer success managers, leaders, and revenue-facing teams seeking a unified system for managing customer engagement.
Found in these Categories
Best For
- Small Business
- Medium Business
- Large Enterprise
Velaris Pricing
Starting From:
Custom
Pricing Model:
Subscription
Velaris.io offers a license-based pricing model with a fixed number of users and unlimited viewers. Add-ons are available. Detailed pricing is provided on request.
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Free Version
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Velaris Features
- Account Management
- Contact Management
- Health Score
- Survey/Poll Management
- Reporting/Analytics
- Sentiment Analysis
- Workflow Management
- Email Management
- Task Management
- Artificial Intelligence (AI)
- Organization tracking
- Customer 360 view
- Custom objects
- Account summaries
- Conversation analysis
- Workflow automation
- Email campaigns
- Playbooks
- Success plans
- Customer insights
- Data centralization
- Lifecycle tracking
- Engagement tracking
- Risk identification
- Growth opportunities
- AI powered analysis
- Team collaboration
- Customer visibility
- Process orchestration
- Outcome tracking
- Operational workflows
- Strategic planning
- Execution management
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Writer
Cristian Dina
Co-Founder @ Tekpon
Co-Founder @ Tekpon
Cristian Dina is the Co-Founder of Tekpon and the CEO of Tekpon AI Summit. His work has positioned Tekpon as a trusted software buying platform used by thousands of companies worldwide. As the CEO of Tekpon AI Summit, he's bringing together over 1,000 B2B SaaS and AI leaders. At just 23 years old, Cristian was included in the Forbes 30 Under 30 2025 list, representing a new generation of tech builders, bold thinkers who move fast, build with purpose, and create real impact.
Editor
Ana Maria Stanciuc
Head of Content & Editor-in-Chief @ Tekpon
Creative Content Chief
Ana Maria Stanciuc is a highly skilled writer and content strategist with 10+ years of experience. She has experience in technical and creative writing across a variety of industries. She also has a background in journalism.
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