It's a great CRM tool given the automation of the workflow and its UI making it easy to use. The flexibility helps with the day to day workflows, reporting and has helped us improve our customer relations so far.

It is a very powerful tool to manage any type of project. Success plans are AMAZING, and allow the team to be focused on the end goal, not just the tasks. I also love the automation feature, saving me and my team A LOT OF TIME on redundant tasks. Surveys, which are connected to automation, are also an amazing bonus of using Velaris.

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.