Velro for Finance & Advisory
A CRM that speaks finance & advisory
Qualify enquiries, book consultations and chase proposals with a full audit trail.
Default pipeline
Stages that ship on day one
Rename, reorder or delete any of them. Then point the stages that matter at Meta CAPI events.
- 01Enquiry
- 02Qualified
- 03Consultation booked
- 04Proposal sent
- 05Onboarded
- 06Reviewed
What changes
Tuned where it counts
The engine is identical across industries. What changes is the vocabulary, the fields and the follow-up cadence.
- Custom fields that finance & advisory teams actually fill in
- Follow-up reminders spaced to your real sales cycle
- Assignment rules per campaign, location or ad set
- Lost reasons that let you fix the ad, not just the pitch
- Qualified and converted stages mapped to Meta CAPI events
Free · 20 minutes · no pressure
See Velro running on your own ads
Book a free 20-minute walkthrough. We map your pipeline to Meta CAPI events live, using your pixel, and answer everything before you spend a rupee.