
Velaris is an AI-native customer success platform designed for mid-market and enterprise B2B SaaS, AI, and recurring revenue companies. The platform uses AI to continuously monitor customer signals, identify changes in account health, surface churn risks and expansion opportunities, and alert teams when action is needed. Velaris helps automate lower-value work such as email follow-ups, QBR creation, reporting, account summaries, and task updates, so customer success teams can spend more time on strategic customer work. At the centre of Velaris is a proprietary context graph that maintains a continuously updated map of every account, connecting customer data, product usage, conversations, support activity, tasks, notes, and relationship history, which allows humans and agents to access a reliable, real-time view of every customer and take action with confidence. Velaris addresses data fragmentation by centralizing data and supporting the full customer success lifecycle in one place, giving teams a shared source of truth from onboarding through renewal. The software offers features such as account segmentation, workflow automation, and customizable dashboards to help teams monitor customer engagement and identify opportunities for growth or risk mitigation. Velaris has been recognized as a leading customer success software platform for 2025.
AI revenue enablement platform with customer success and onboarding solutions
Dock is a platform companies use to collaborate with their customers. Built for mid-market B2B companies with dedicated sales and customer success teams, Dock brings together buyer collaboration, content management, and learning in one unified platform.
AI Revenue Enablement platform for customer success
Dock is the revenue enablement platform providing Buyer & Customer Workspaces, Sales Content Library, Order Forms with e-Signature, and Security Profiles with NDA functionality for customer success and onboarding.
AI tool for customer success, churn risk, playbooks, and summaries
Custify is an AI-powered customer success management platform for SaaS teams that provides churn risk prediction, automated playbooks, and customer health insights with CustifyAI capabilities.