Question 1

What is Velro CRM?

Accepted Answer

Velro CRM is a lead management CRM built for businesses that run Meta Ads. It captures leads straight from Meta Instant Forms, keeps your pipeline organised, and sends qualification signals back to Meta through the Conversions API so Meta learns which leads actually convert.

Question 2

Who is Velro for?

Accepted Answer

Any business generating leads from Meta Ads — real estate, interiors, travel, visa consultancies, clinics, coaching institutes, agencies. If you run ads and work leads by phone or WhatsApp, Velro fits.

Question 3

What if I don't run Meta Ads yet?

Accepted Answer

Velro works fully without a Meta connection. Capture leads with the built-in website form or manual entry; the CAPI features simply stay dormant until you configure them.

Question 4

Is there a free trial?

Accepted Answer

Yes, 14 days with full access to every feature and no credit card needed to start.

Question 5

Is Velro priced per user?

Accepted Answer

No. Plans include users, and extra seats are a flat ₹499 per month each. GST is already included in the listed price.

Question 6

Can I cancel anytime?

Accepted Answer

Yes. Cancel from your account settings with no lock-in and no cancellation fee. If you cancel within 7 days of subscribing and the product does not work as described, we refund in full.

Question 7

Do I need technical knowledge?

Accepted Answer

No. Setup takes about 15 minutes: copy your Meta Pixel ID and access token from Events Manager, connect your Instant Forms, and map your stages to events. A wizard guides every step.

Question 8

Which Meta events can I send?

Accepted Answer

Any standard lead-gen event — Lead, CompleteRegistration, Schedule, Contact and more — mapped to whichever pipeline stage should trigger it. Disqualified signals are supported too.

Question 9

Is my data secure?

Accepted Answer

Data is encrypted in transit and at rest. Email and phone are SHA-256 hashed before being sent to Meta. We never sell or share your data with third parties.

Question 10

Can I invite my sales team?

Accepted Answer

Yes. Add reps at any time from billing. Reps only see leads assigned to them; admins see everything including settings and reports.

Question 11

How are leads assigned?

Accepted Answer

Round-robin, by campaign, or by custom rule — for example a specific rep for every enquiry from a particular ad set.

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