One platform, every CS motion
Velsano runs the five core Customer Success motions in one product. Pick the problem you need to solve first — every solution below is included on every plan, not sold as a separate module.
One account spine, five motions
Every motion on this page runs on the same account record, the same composite health model, and the same unit of work — an Action with an owner, a playbook, and a due date. A churn flag becomes context on the renewal, and an onboarding stall raises the same kind of owned work as a detractor NPS response. Nothing is stitched together, because there are no modules to stitch.
How the motions chain together
Signals come in first: product usage, NPS, support activity, engagement, and contract data. They feed one explainable health score. Health changes and lifecycle events fire signal rules, and rules raise owned, dated Actions backed by playbooks. AI agents watch the portfolio and propose the next play with the evidence attached — your team approves from the Agent Inbox. Closed outcomes seal to a revenue ledger, so GRR and NRR are computed from what actually happened, not estimates.
Every solution, on every plan
There are no add-on SKUs and nothing here is licensed separately. Pricing is flat and published — never per-seat — so turning on a second motion is a decision you make in the product, not a procurement cycle. Start with one problem, and the rest of the platform is already there when you need it.
- Churn prevention — Explainable health and churn scoring that turns risk into owned, dated action. Composite health scoring and explainable churn prediction flag risk months early, and signal rules turn every flag into owned work. A churn-triage AI agent assembles the evidence and proposes the save play for your approval.
- Customer onboarding — Templated plans, automated journeys, and a portal your customer can see. Success-plan templates give every new account the same objectives, owners, and timelines, and the deal-won handoff starts the play the moment your CRM closes the deal. Customers watch their own progress in a branded portal.
- Renewal management — A renewal pipeline that builds itself from contracts — forecast with health context. Renewal opportunities generate from contract end dates, so every renewal has an owner, a stage, and a value from day one. Digests and a renewal AI agent flag risk before the date, not after it.
- Expansion revenue — Readiness scoring and qualified plays that turn the base into pipeline. Every account gets an expansion-readiness score built from health, usage depth, and engagement, with the factors visible. Ready accounts become opportunities with the evidence attached, and CS-sourced revenue is attributed.
- Digital customer success — Pooled queues, segment automation, and surveys that cover the long tail. Segment-scoped journeys, survey programs, and signal rules cover the accounts nobody can watch by hand. Whatever automation escalates lands in a pooled, prioritized queue for any available CSM to work.
- Churn ROI calculator — Model what churn costs you a year, free and without signup.
Frequently asked questions
- Are these solutions separate modules or SKUs?
- No. Every solution on this page is part of the core product and included on every plan — there are no modules to license and no add-on SKUs to negotiate. You activate the motions you need; the rest are already there when you want them.
- Which solution should we start with?
- Start with the problem costing you most right now. Teams losing accounts quietly usually begin with churn prevention; teams scaling fast start with onboarding or digital CS. Because everything shares one account record and one health model, the work you do for the first motion carries into the next.
- How do the solutions work together?
- They share a spine: signals feed one explainable health score, health and lifecycle events raise owned Actions through signal rules and playbooks, AI agents propose next plays for human approval, and closed outcomes seal to a revenue ledger. Risk flagged in churn prevention becomes context on the renewal; adoption built in onboarding shows up in expansion readiness.
- How fast can we go live?
- Self-serve, typically in a day. Import a CSV or connect a source, start from the built-in scorecards, playbooks, and plan templates, and tune as you go — no implementation project required. Pricing is published, and the free 14-day trial needs no credit card.