Velaris

Overview

Velaris is a customer success platform that helps SaaS companies monitor customer health, automate workflows, and reduce churn.

Designed for mid-market SaaS customer success teams managing 100-1,000 accounts, needing to track usage, identify at-risk accounts, and drive expansion revenue.

Quick Facts:

• Category: Customer Success
• Pricing: Custom pricing
• Free trial: Contact for demo

Velaris tracks customer health scores, product usage, support tickets, and engagement signals. It alerts CSMs when accounts show churn risk and automates outreach for onboarding, renewals, and expansion opportunities.

Core Features

• Health scoring: Automated customer health scores based on product usage, support tickets, and engagement
• Workflow automation: Trigger emails, tasks, or alerts based on health score changes or usage patterns
• Expansion tracking: Identify upsell and cross-sell opportunities based on usage and account attributes

Our Take: Velaris is a newer player competing against established platforms like Gainsight and ChurnZero. It's more affordable than Gainsight but less mature. Good choice for mid-market teams that find Gainsight too expensive and complex but want more than basic CRM customer success features.

Customer Health Dashboard

See all accounts with real-time health scores based on product usage, support ticket volume, payment status, and engagement. Filter by health score, segment, or CSM owner.

Automated Playbooks

Create playbooks that trigger based on health score changes, usage milestones, or time-based events (e.g., 30 days before renewal). Automatically create tasks, send emails, or update CRM records.

Expansion Opportunity Detection

Identify accounts using features that indicate readiness for upsell (e.g., hitting plan limits, using advanced features). Surface expansion opportunities to CSMs and account executives.

Velaris uses custom pricing based on account volume and features:

Typical pricing: $500-2,000/month for 100-500 accounts. Enterprise pricing for larger customer bases.

Best value: Compare against ChurnZero ($12k-50k/year) and Gainsight ($50k-250k/year). Velaris typically falls between these extremes for mid-market teams.

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