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Velaris

Paid Web

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Velaris's own site

What Velaris is

Velaris is an AI agent platform for Customer Success teams. Its Customer Context Graph connects information from CRM, product usage, support, calls, email, surveys and other systems. The platform analyzes structured and unstructured signals to identify risks and opportunities, such as declining engagement, negative sentiment, renewal risk and expansion potential. AI agents can manage multi-step workflows across onboarding, renewals, risk management, expansion and low-touch customer segments. Velaris Copilot answers questions, drafts success plans and analyzes a customer portfolio. 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. Velaris supports more than 70 integrations and says it will build integrations customers need but do not see listed. Pricing is on request and depends on customer count, users, data complexity, integrations and required capabilities. The company says it is headquartered in London and was founded in 2021.

Who it suits

Velaris is intended for mid-market and enterprise B2B SaaS companies and other recurring-revenue businesses managing Customer Success at scale. It suits teams seeking connected customer information and automated workflows.

What it does well

  • Connects data from CRM, product usage, support and more.
  • AI agents can manage multi-step customer workflows.
  • Copilot drafts success plans and analyzes portfolios.
  • Supports more than 70 integrations.
  • Lists ISO 27001:2022, SOC 2 and GDPR compliance.

What to know first

  • No free plan is listed.
  • Pricing is available on request.
  • Pricing depends on customer and data requirements.

Limits

Velaris has no free plan. Its custom plan is an annual platform subscription priced according to customers managed, users, data complexity, integrations, and required capabilities.

Plans

PlanBilled and limitsPrice
Custom pricingAnnual platform subscription; contact Velaris for pricing. · Based on customers managed, users, data complexity, integrations, and capabilities requiredOn request

As velaris.io lists them, read 5 Oct 2026. The maker's own page has the final word.

Getting started

  1. Open the Velaris website
  2. Contact Velaris for custom pricing
  3. Use the web platform
  4. Work with Velaris on implementation and Customer Success support
  5. Connect data sources and configure workflows

Verdict

Velaris combines connected customer data, risk signals, workflow automation and Copilot tools in a Customer Success platform. Its custom pricing requires contacting Velaris, and the listed license covers a broad set of features.

Questions

How much does Velaris cost?

Velaris uses custom pricing for an annual platform subscription. Customers must contact Velaris for pricing.

Is there a free plan?

No. Velaris does not offer a free plan.

Which platforms does Velaris support?

The listed platform is web-based.

What integrations are available?

Velaris says it supports more than 70 integrations. Examples include Salesforce, HubSpot, Slack, Zendesk, Jira Cloud, Zoom, Snowflake, Stripe, OpenAI, and Google Gemini.

Does Velaris include a customer portal?

Yes. The company lists a Customer Portal for onboarding with shared projects, shared tasks, and an embedded widget.

Who makes Velaris?

Velaris identifies itself as a private B2B SaaS and AI software company founded in 2021 and headquartered in London, United Kingdom.

Facts from Velaris's own pages

AI agents
AI agents can manage multi-step workflows across onboarding, renewals, risk management, expansion, and low-touch customer segments. · velaris.io, 5 Oct 2026
Company
The company identifies itself as a private B2B SaaS and AI software company founded in 2021 and headquartered in London, United Kingdom. · velaris.io, 5 Oct 2026
Copilot
Velaris Copilot can answer questions, draft success plans, and analyze a customer portfolio. · velaris.io, 5 Oct 2026
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. · velaris.io, 5 Oct 2026
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. · velaris.io, 5 Oct 2026
Data protection
Velaris says it uses AWS KMS encryption at rest, SSL encryption in transit, automated AWS backups, and secure data erasure practices. · velaris.io, 5 Oct 2026
Examples
The integrations page lists Salesforce, HubSpot, Google Meet, Zoom, Slack, Zendesk, Jira Cloud, Amplitude, Google Calendar, Snowflake, Stripe, OpenAI, and Google Gemini. · velaris.io, 5 Oct 2026
Implementation and support
Velaris provides hands-on implementation and Customer Success support to connect data and configure workflows. · velaris.io, 5 Oct 2026
Integrations
Velaris says it supports more than 70 integrations and offers to build integrations that customers need but do not see listed. · velaris.io, 5 Oct 2026
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. · velaris.io, 5 Oct 2026
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. · velaris.io, 5 Oct 2026
Product
Velaris is an AI agent platform for Customer Success teams that automates workflows and helps teams become more proactive. · velaris.io, 5 Oct 2026
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. · velaris.io, 5 Oct 2026
Security
The security portal lists ISO 27001:2022 certification, SOC 2, and GDPR compliance. · velaris.io, 5 Oct 2026

Where Velaris stands on Freedom251

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