Velaris

Velaris is an AI-native customer success platform built for mid-market and enterprise B2B SaaS companies that need to manage customer health, automate post-sale workflows, and act on churn and expansion signals before they become obvious. Unlike legacy CS platforms that store data and leave interpretation to humans, Velaris deploys AI agents that act autonomously. Agents monitor every customer account for emerging risks, listen to meetings and create tasks automatically, handle sales-to-CS handovers, and send follow-up communications without manual CSM intervention. The platform also includes a custom agent builder that lets CS teams create their own agents using natural language. This is a capability none of the established CS incumbents like Gainsight Customer Success, ChurnZero, or Totango currently offer. Integration depth is where Velaris separates itself from lighter CS tools. The platform connects natively to Salesforce, HubSpot Sales Hub, Pipedrive, and monday.com for CRM. Support ticket data flows in from Zendesk, Intercom Fin, and Freshdesk. Product analytics come through Mixpanel, Amplitude, Segment, and Heap. Billing data syncs from Chargebee and Stripe. Engineering context arrives via Jira, Asana, ClickUp, and Linear. Data warehouse connections to Snowflake and BigQuery enable teams with complex data architectures to centralize everything. Communication channels include Slack, Microsoft Teams, Discord, Zoom, and email via SMTP and IMAP. Velaris also supports MCP, allowing LLMs and AI agents to securely access account data, health signals, tasks, and notes. This makes it one of the few CS platforms with native MCP server support alongside Gainsight Customer Success and Planhat. Pricing is custom and quote-based. The pricing page lists four feature modules (View, Analyze, Orchestrate, Execute) and includes five user seats with unlimited viewers, but no dollar amounts are published. Add-ons are available for teams that need specific modules. For CS teams that need transparent pricing before engaging sales, Vitally and Custify both publish their rates. Velaris is positioning as a premium mid-market platform. Teams should expect pricing in line with ChurnZero and Planhat rather than entry-level tools. Velaris is not the right fit for early-stage startups that need a free or low-cost CS tool with self-serve onboarding. Teams looking for transparent published pricing will find the quote-based model frustrating. Organizations already running Gainsight Customer Success at enterprise scale with deep Salesforce customization may find Velaris lacks the configuration depth and admin ecosystem that Gainsight Customer Success has built over a decade. Solo founders or teams under five CSMs may find the platform heavier than what Custify or Akita offer. Q2 2026 state: Velaris is the only vendor recognized as a Visionary in Gartner's 2025 Magic Quadrant for Customer Success Platforms. The platform holds G2 Leader and Momentum Leader badges for Summer 2026, G2 Best Results for Fall 2025, and G2 Easiest to Use (2nd place) for 2025. G2 profile shows 4.5/5 across 125 reviews. The company has raised approximately $5.35M in seed funding led by Octopus Ventures, with offices in London, Madrid, and Sri Lanka. Named customers include Vercel and Protex AI. Security certifications include ISO 27001, SOC 2 Type II, and GDPR compliance. The platform reported $11.2M in annual revenue as of mid-2025 with approximately 100 employees.