Velaris Pros and Cons

This CSP is easily integrated with Hubspot, Salesforce, and Lusha—pretty much any program your business uses to get customer data. Knowing my clients' lifecycle stages, who is in charge of them, and their current state of health are essential skills for a CSM to have. Velaris accomplishes all of this and more, and it's been a crucial tool in helping me comprehend my clients. Review collected by and hosted on G2.com.

Because the platform has so many features and possibilities, it might be difficult for novice admin users to get started. On the other hand, their customer support team has been quite helpful in getting us up and running with Velaris. Review collected by and hosted on G2.com.

Project Management - Very powerful tool to manage any type of project. Success Plans are just amazing and it encourages the team to not only complete the Tasks but also achieve the end goal of the project.

Automations - This is a very powerful module, we use this feature to automate client communications, update data and also as alerts as it pushes all customer alerts right into our Slack, which is amazing!!

Surveys - Surveys is very powerful tool on its own and the way it connects with automation makes our job much easier. We only need to focus on the ones that need our attention.

UI - The designs are beautiful and comparitively easy to use

Integrations - Velaris have a lot of integrations and webhook support as well so that we can do our own integrations

Support - The CS and support team is amazing, one of the best I have worked with Review collected by and hosted on G2.com.

Implementation - Implementation is a bit difficult since its done manually. It takes about 3 weeks to get set up, but this is pretty standard. But then again I have to praise their CS and support team who managed the implementation amazingly.

Hubspot integration - Hubspot integration is one of the best I've seen hands down. Its like they have thought through every possible scenario a user could have and created a flow to that. The down side is since its packed with features it could be a little hard to know how to get what I want done. But again the CS team is a gem so we haven't found anything we couldn't come out of. Review collected by and hosted on G2.com.

The software Velaris collects all customer information from all sources into a single platform which plays a key role in an users decision-making as this provides valuable information and it is also the most effective way of collecting data on the above instance. Review collected by and hosted on G2.com.

As of now I have not come across any problems with Velaris. Review collected by and hosted on G2.com.

Velar supported us in our client success game in our PR agency. It is actually a next-level game changer. It facilitates streamlined reporting for every task. Velaris also helps us to save time, improves connectivity with clients, and enables data-driven decisions with easy implementations and integrations. Unquestionably overall benefits for our PR agency.

We have utilized their project management tools, success plans, and automation in terms of features. Excellent experience thus far. Velaris arrived at the perfect moment to support our company's growth while also saving us time and keeping us organized. Review collected by and hosted on G2.com.

There is a little learning curve for new users as they get used to the platform. Furthermore, even though the customization options are extensive, they may not satisfy the highly specialized requirements of every need. Review collected by and hosted on G2.com.

What I adore about Velaris is its simplicity. It comes with an easy-to-handle user interface that anyone in our team can use for customization and navigation. As a result, it has increased our productivity.

It offers all necessary features you could ever wish for. In one package, you can keep track of your leads, manage sales pipeline stages, run automated email campaigns and gain insights into customer behavior.

The automation aspect is simply outstanding. For example, we have delegated tasks like sending follow-up emails or booking appointments to it as the users maintain their focus on matters that are more relevant to them. This has made us much more efficient and improved how we engage with customers.

I also admire how well Verlaris integrates with other tools I use. Our data flows smoothly across systems because of this seamless integration which gives us a holistic view of our customers and enables us to communicate better.

Finally, the Velaris team’s support to their clients is just awesome! Whenever we had questions or needed help they were always very prompt with response as well as useful in answering these questions. Review collected by and hosted on G2.com.

Although Velaris has worked remarkably well for our business, one small disadvantage is that it can be tricky to figure out a few of the more complicated features. However, understanding and customizing them completely often demands some effort. Despite this fact, we have always had a lot of information about these issues and supportive staff members who were ready to assist us. This minor problem cannot nullify the overall usefulness of the scheme. Review collected by and hosted on G2.com.

I’d been searching for ages for a comprehensive and customizable client success and operations platform when I came across Velaris, and it has been a lifesaver!

Velaris has helped us create integrations for our workflow, streamlining our processes and helping us work faster. The software is pretty intuitive - even newcomers can grasp it quickly.

What truly sets Velaris apart is their unparalleled commitment to customer satisfaction. We’ve been blown away by the level of service we’ve received from them. Their response time and the speed at which they implement new features and developments is super fast..

The Velaris team goes above and beyond to make sure their customer needs are not just met, but exceeded. It’s rare to find a company that values it’s customers as much as Velaris does. Using Velaris has transformed our client operations - they have set a new standard in this space. Review collected by and hosted on G2.com.

It’s challenging to find any faults at this point but if I had to nitpick, there’s been some minor glitches now and then, but that’s to be expected with any technology and it has had little to no impact on our experience. The Velaris team is always quick to address any issues to minimize disruption to our operations. If anything, it shows their dedication to continuous improvement. Review collected by and hosted on G2.com.

The organisation view is very clean and easy to comprehend.

The UI is clean.

The dashboard is powerful (however, we're yet to fully utilise this to get high value out of it).

James in Customer Support has been really supportive in setting up integrations for us. Review collected by and hosted on G2.com.

As a non-daily user, I go into Velaris to see the status of clients, who the CS rep is. Some of the fields. There are some fields we've set up such as "Pulse" "Health" and "Lifecycle" which have colour codes/tags, however, it's difficult to read what they mean. It would be great if there are quick links/quick explainations to see what that status means for a non-daily user, rather than me guessing or asking our CS team/digging out a separate doc in our notion to review what these status' mean.

It takes a lot to set it up and ensure that the integrations are working end to end. Review collected by and hosted on G2.com.

Velaris has totally changed the way our customer service department operates. We used to have a lot of trouble managing dispersed information across several platforms, including emails, Slack, tickets, and more. All of this data is collected in one location with Velaris, providing us with a 360-degree perspective of our clients. Our CS team is now more equipped to be proactive and strategic because to Velaris' actionable insights. Our ability to clearly grasp our performance data has improved our ability to make decisions. We no longer need to operate in silos or waste time cross-referencing data because everything is readily available to us. Review collected by and hosted on G2.com.

To be honest, not much is to dislike. There were a couple bugs at first, but the Velaris product team responded quite fast to address them. Our productivity has improved because to the flawless interfaces, particularly those with Salesforce and our email system. We're quite happy with the way the platform has changed since we first began utilising it. Review collected by and hosted on G2.com.

Our entire team finds Velaris' UI to be very user-friendly and intuitive. You can rapidly catch up with customer success management even if you're new to it. It is easy to track client health and performance because to the layout's cleanliness and organisation.

We can easily map client journeys and obtain comprehensive account analytics using Velaris. Improved customer satisfaction and retention result from our ability to proactively solve problems and seize opportunities by visualising the full client lifecycle.

Our time is greatly reduced by the integrated automation technologies, which streamline regular activities and workflows. Our operational efficiency has been further improved by Velaris's smooth interface with HubSpot, which synchronises customer data across platforms. This guarantees that everyone on our team always has access to the most recent and correct information.

Because of the platform's strong project management features, we are able to efficiently oversee customer activities. We keep organised and make sure that everyone in the team is on the same page about client objectives and tactics thanks to features like playbooks and success plans.

The support staff at Velaris is excellent. They actually care about our achievement and always answer quickly. They have demonstrated an outstanding level of proactivity in integrating input into the platform's development, demonstrating their commitment to fulfilling the changing demands of their user base.

Our operations have been completely transformed by having a single source of truth for our customer data. Our ability to make decisions and plan strategically has increased because to the real-time information provided by Velaris' dashboards and reporting tools. Our dependency on many spreadsheets and papers has decreased thanks to this centralised method, which has increased productivity and cooperation. Review collected by and hosted on G2.com.

Velaris could be even more helpful if it allowed for more specific segmentation, like including particular product types, when configuring health scores. This would increase the precision of the scoring system. Fortunately, based on the company's history of adding features, it's likely that this functionality will be incorporated in future updates. Review collected by and hosted on G2.com.

Velaris offers an incredibly intuitive interface that is easy for our entire team to navigate. Even those new to customer success management can quickly get up to speed. The layout is clean and well-organized, making it simple to track customer health and performance.

With Velaris, we can effortlessly map customer journeys and gain deep insights into each account. The ability to visualize the entire customer lifecycle allows us to proactively address issues and capitalize on opportunities, leading to improved customer satisfaction and retention.

The built-in automation tools save us a tremendous amount of time by streamlining routine tasks and workflows. Velaris’s seamless integration with HubSpot has further enhanced our operational efficiency by synchronizing customer data across platforms. This ensures our team always has the most accurate and up-to-date information at their fingertips.

The platform’s project management capabilities are robust, allowing us to manage customer initiatives effectively. Features like success plans and playbooks help us stay organized and ensure that all team members are aligned on customer goals and strategies.

Velaris’s support team is outstanding. They are always quick to respond and genuinely committed to our success. Their proactive approach to incorporating feedback into the platform’s development has been impressive, and it’s clear they are dedicated to meeting the evolving needs of their users.

Having a single source of truth for our customer data has revolutionized our processes. Velaris’s dashboards and reporting tools provide real-time insights that have improved our decision-making and strategic planning. This centralized approach has reduced our reliance on disparate spreadsheets and documents, fostering greater efficiency and collaboration. Review collected by and hosted on G2.com.

One area where Velaris could improve is the ability to add more granular segments, such as specific product types, when configuring health scores. This enhancement would make our scoring even more precise. However, based on their track record, we are confident that this feature will be included in future updates. Review collected by and hosted on G2.com.