Velaris

Spec sheet

Product

Velaris is an AI agent platform for Customer Success teams that automates workflows and helps teams become more proactive.Read 5 Oct 2026 · velaris.io

Integrations

Velaris says it supports more than 70 integrations and offers to build integrations that customers need but do not see listed.Read 5 Oct 2026 · velaris.io

Security

The security portal lists ISO 27001:2022 certification, SOC 2, and GDPR compliance.Read 5 Oct 2026 · velaris.io

Company

The company identifies itself as a private B2B SaaS and AI software company founded in 2021 and headquartered in London, United Kingdom.Read 5 Oct 2026 · velaris.io

AI agents

AI agents can manage multi-step workflows across onboarding, renewals, risk management, expansion, and low-touch customer segments.Read 5 Oct 2026 · velaris.io

Copilot

Velaris Copilot can answer questions, draft success plans, and analyze a customer portfolio.Read 5 Oct 2026 · velaris.io

Core features

The listed license includes accounts, contacts, organizations, Customer 360, three custom objects, AI account summaries, health scores, surveys, reporting dashboards, conversation analysis, sentiment scores, automations, email campaigns, playbooks, success plans, and task management.Read 5 Oct 2026 · velaris.io

Customer context

Its Customer Context Graph combines customer data from CRM, product usage, support, calls, email, surveys, and other systems into a connected customer view.Read 5 Oct 2026 · velaris.io

Data protection

Velaris says it uses AWS KMS encryption at rest, SSL encryption in transit, automated AWS backups, and secure data erasure practices.Read 5 Oct 2026 · velaris.io

Examples

The integrations page lists Salesforce, HubSpot, Google Meet, Zoom, Slack, Zendesk, Jira Cloud, Amplitude, Google Calendar, Snowflake, Stripe, OpenAI, and Google Gemini.Read 5 Oct 2026 · velaris.io

Implementation and support

Velaris provides hands-on implementation and Customer Success support to connect data and configure workflows.Read 5 Oct 2026 · velaris.io

Intended customers

Velaris says it is built for mid-market and enterprise B2B SaaS companies and other recurring-revenue businesses that need to manage Customer Success at scale.Read 5 Oct 2026 · velaris.io

Other products

The pricing page lists a Customer Portal for onboarding with shared projects, shared tasks, and an embedded widget, plus Velaris Support with ticket management, a shared inbox, embedded chat, and an AI support agent.Read 5 Oct 2026 · velaris.io

Risk detection

Velaris analyzes structured and unstructured customer signals to identify risks and opportunities such as declining engagement, negative sentiment, renewal risk, and expansion potential.Read 5 Oct 2026 · velaris.io

Plans and prices

Every Velaris plan and price →

Where Specifiction places it

• Proactive Customer Retention Software#16 of 216.6
• Customer Success Software#21 of 246.6
• Customer Health Score Software#23 of 266.6
• Customer Revenue Optimization (CRO) Software#17 of 196.6