As a founder, it is imperative to quickly access information on our clients, the productivity of the team, and the overall client sentiment on our product. This centralized platform, which allows CEOs to have a data-driven bird’s eye view of our CS operations, has been a game-changer for me.

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.

I highly recommend Velaris because it provides tools to automate tasks and streamline customer success processes. It uses AI to predict customer behavior and identify potential churn risks which helps us in effective decision making.