The AI-native CS platform for teams that move fast
Velsano gives Customer Success teams AI agents that watch every account, explainable health and churn scoring, journey automation, and a branded customer portal — self-serve, live in under a day, from $299/mo.
Start your free 14-day trial · Talk to us
Everything your CS team needs — in one platform
- Composite Health Scoring — Automatically blend product usage, NPS, support ticket volume, engagement signals, and contract health into a single weighted score — fully configurable per customer tier.
- Explainable Churn Prediction — A transparent scoring engine weighs health trends, NPS velocity, engagement decay, and renewal proximity to flag accounts before they churn — every factor visible, no black box, and AI-written explanations of what to do about it.
- AI Copilot — Every CSM gets AI-ranked daily priorities, auto-generated next-best actions, and call transcript analysis — powered by Claude. No prompt engineering needed.
- Journeys & Programs — Orchestrate multi-step customer journeys triggered by health drops, stage changes, or NPS responses. Automate onboarding, renewal campaigns, and at-risk interventions.
- Native Integrations — Connect Salesforce, HubSpot, Zendesk, Jira, SAP BDC, Databricks, Slack, and Gmail out of the box. Ingest custom usage data via webhook or SQL query.
- Customer Success Portal — Give every customer a branded self-service portal where they can view their health score, success plan progress, and activity timeline. Magic-link authentication — no passwords.
- Report Builder — Build any report — ARR waterfall, cohort analysis, CSM capacity, NPS trend — with drag-and-drop. Pin reports to dashboards. Export to CSV.
- Enterprise-Ready — Multi-tenant with full tenant isolation, SSO/SAML, per-role permission groups, complete audit log, and a Stripe-powered self-serve billing flow.
- Org Chart & Relationship Map — Map every stakeholder — Champion, Sponsor, Blocker, Influencer — with a visual drag-and-drop org chart. Know exactly who to call when a deal is at risk.
AI that works your book, not just talks about it
- A team of specialized AI agents — Churn triage, renewal prep, QBR prep, voice-of-customer, expansion, plan monitoring — purpose-built agents watch your whole book and bring you finished work, not another dashboard to check.
- Human-in-the-loop by design — Agents propose; your team approves. Every recommendation lands in the Agent Inbox with its reasoning attached, so nothing touches a customer without a human decision.
- A copilot for every CSM — AI-ranked daily priorities, next-best actions, drafted emails, and instant account summaries — powered by Claude, included on every plan.
- Works with Claude via MCP — Velsano ships a built-in MCP server: connect Claude or any MCP client and ask questions of your live customer data in plain language.
Why Velsano
- Self-serve, not a 6-month project — Sign up, import your customers, and start working the same day. No implementation consultant, no professional-services invoice, no rollout timeline.
- Transparent, published pricing — Our prices are on the pricing page. You never have to sit through a sales cycle just to find out what it costs — pick a plan and go.
- AI is in the core, not an add-on — Churn prediction, daily priority ranking, and next-best-action are built into the product from day one, not bolted on as an afterthought. Powered by Claude.
- Customer portal included — Every plan includes a branded, magic-link customer portal so your customers can see their own health and success-plan progress.
- Open by default — A documented ingest API, SQL-based warehouse sync, and connectors for the tools you already use — data flows in without a partner engagement.
- Explainable, not a black box — Every health and churn score shows the factors behind it. Your team can see exactly why an account is flagged and configure the weighting.
Simple, published pricing
- Starter — $299/mo flat: For small CS teams getting started. Accounts 500, events/mo 1M, AI actions/mo 100.
- Growth — $799/mo flat: For scaling CS teams. Accounts 5,000, events/mo 5M, AI actions/mo Unlimited.
- Enterprise — Custom: For large or complex organizations. Accounts Unlimited, events/mo Unlimited, AI actions/mo Unlimited.