Overview
Velaris describes itself as an AI-native customer success platform for mid-market and enterprise B2B SaaS teams, and it states that it was placed as a Visionary in Gartner’s 2025 Magic Quadrant for the category.[17] Rather than tiered plans, it sells a single licence covering five users with unlimited viewers, extended through add-ons.[17]
The licence is organised into four verbs. View covers accounts, contacts and organisations, a Customer 360, three custom objects and an AI account summary; Analyze covers health scores, surveys, reporting dashboards, AI conversation analysis and AI sentiment scores; Orchestrate covers automations and email campaigns; and Execute covers playbooks, success plans and a task manager.[17] Two complementary products are sold alongside: a customer portal for shared onboarding projects and tasks, and Velaris Support, a ticketing and shared-inbox tool with an embedded chat window and an AI support agent.[17]
That combination lets a smaller post-sale team run onboarding, support and account management in one vendor, which few specialist CS platforms offer. The company shows SOC 2, ISMS and GDPR badges.[17] Its limitations are that no price is published and that it is a newer, smaller vendor than the incumbents in this list.
Velaris features
- Customer 360 with AI account summary
- AI conversation analysis and sentiment scores
- Health scores, surveys and dashboards
- Automations and email campaigns
- Customer portal for onboarding projects
- Velaris Support ticketing with AI agent
Velaris pricing
Single licence covering 5 users and unlimited viewers, priced by custom estimate; add-ons available. Customer Portal and Velaris Support are separate products with unpublished prices.
Velaris strengths and limitations
Strengths
- Single licence avoids tier comparisons
- Unlimited viewers
- Support desk and portal from the same vendor
- AI sentiment and conversation analysis included
Limitations
- No published price
- Licence base of five users
- Portal and support desk cost extra
- Smaller installed base than incumbents
Appears in
Velaris alternatives and competitors
Alternatives to Velaris: companies ranked in the same lists.
Gainsight
Planhat
ChurnZero
Totango (Odie)
Vitally
HubSpot data enrichment
ClientSuccess
Custify
Catalyst- SmartKarrot
Akita
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