Velaris is intuitive and highly efficient in automating workflows. It offers comprehensive tools and dashboards to engage with clients, and the responsive team ensures the system meets specific business needs, ultimately saving time once set up.

Velaris has been a game-changer for our team. It's incredibly intuitive and easy to use, making it simple for everyone to understand the health and performance of our book of business with just a few clicks. The ability to map customer journeys and anticipate the next steps with key accounts is invaluable. Their team is fantastic at incorporating feedback and ensuring the platform meets our needs. The built-in automations, powerful project management tools, and seamless integrations, particularly with HubSpot, have streamlined our processes and saved us a significant amount of time. The customer support is top-notch, always responsive, and genuinely committed to our success.

If you are looking for a CRM that is easy to pick up and understand, Velaris is the one for you. Velaris work with you to ensure your account is setup to meet your needs and are great at taking feedback on board. The usual reporting tools and dashboards, but everything you need. Velaris has all the features to help you understand your clients and automate tasks