Velaris Basic
Customer accounts and health
Agents look up accounts, contacts, health scores, churn status and ARR in Velaris, and surface risks and expansion chances.
- Which accounts have a falling health score?
- Who is the CSM for Acme, and what’s their ARR?
- List open expansion opportunities this quarter
How it works
Click Connect and log in on Velaris Basic’s own page. By default each person connects their own account, and an agent acts as whoever asked it.
- Developer
- Velaris
- Category
- Sales & marketing
- How it connects
- Log in with Velaris Basic
- Agents can
- Read, and change what an admin allows
- Website
- velaris.io
