Velaris

Velaris is an intelligent, AI-powered customer success platform designed to help businesses manage their post-sales customer relationships at scale. It centralizes all customer data into a single hub and uses AI to surface health signals, generate AI-augmented health scores that proactively flag churn risk and expansion opportunities, and deliver instant account summaries by analyzing unstructured data such as call transcripts, emails, support tickets, and Slack conversations. The platform streamlines day-to-day operations through AI agents and agentic workflow automation, a drag-and-drop automation builder, repeatable playbooks, and collaborative project management tools — all aimed at eliminating the administrative burden that typically slows customer success teams down. Velaris integrates with over 59 tools including Salesforce, HubSpot, Zendesk, Slack, Jira, Stripe, and Snowflake, making it easy to consolidate data from across the tech stack without disrupting existing workflows. It is best suited for mid-market and enterprise B2B SaaS companies whose customer success managers, account managers, and revenue operations teams need a scalable, data-driven solution to reduce churn, drive net revenue retention, and standardize customer engagement processes across growing portfolios.