Questions, answered plainly

What is Vaalo CRM?

Vaalo is a CRM for businesses that sell through leads and follow-ups. It captures enquiries from Meta Lead Ads, WhatsApp, Instagram, Google Ads, IndiaMART, JustDial, Google Sheets and your website into one pipeline, gives your team a shared WhatsApp inbox, and uses named AI agents to greet, follow up and revive leads. Vaalo is made by Vertex Loop.

Which businesses use Vaalo?

Vaalo fits any business that runs on enquiries: coaching institutes, real estate teams, clinics, agencies, and sales teams in services and B2B. You pick your business type when you sign up, and Vaalo sets up matching pipelines and fields. If your team follows up leads on WhatsApp and calls, Vaalo is built for that motion.

What languages does Vaalo support?

English at launch. The product, the agents and support work in English today. If you need another language, tell us during scoping so we can be straight with you about what is and is not possible yet.

What is lead management software?

Lead management software captures enquiries from every source, stores them in one list, assigns each lead to a team member, and tracks follow-ups until the lead converts or closes. Vaalo does this for Meta Lead Ads, WhatsApp, IndiaMART, JustDial, Google Ads, Instagram DMs, Google Sheets and website forms.

Can Vaalo capture leads from Facebook and Instagram ads automatically?

Yes. Vaalo connects to Meta Lead Ads directly. When a person submits a lead form on Facebook or Instagram, the lead appears in Vaalo, is assigned automatically, and can get a WhatsApp greeting from the Greeter agent. No CSV exports and no manual copying.

What does zero lead loss mean in Vaalo?

Every enquiry is saved as a raw event the moment it arrives, before dedupe, assignment or any other step runs. If a later step fails, the original event is still stored and can be replayed. That ordering is deliberate: capture first, process second, so a system error never deletes a customer's enquiry.

What is a WhatsApp CRM?

A WhatsApp CRM is a customer relationship management system with WhatsApp built in as a core channel, using the official WhatsApp Cloud API. Your team shares one inbox on your business number, every chat is saved on the lead record, and messages, broadcasts and follow-ups happen inside the CRM instead of on personal phones. In Vaalo, the WhatsApp inbox is part of the CRM itself: a chat, the lead's pipeline stage, tasks and payments all live on one record.

Does Vaalo use the official WhatsApp API?

Yes. Vaalo connects directly to Meta's WhatsApp Cloud API. There is no third-party BSP or aggregator between Vaalo and Meta. You connect your own WhatsApp Business account, and your team works from a shared inbox on your business number inside Vaalo.

Can my whole team use one WhatsApp number?

Yes. Vaalo's inbox is a shared team inbox. Multiple team members can work on the same business number, conversations can be assigned, and the full chat history stays on the lead record, visible to the team instead of locked on one person's phone.

Can I send WhatsApp broadcasts from Vaalo?

Yes. Vaalo sends template-based broadcasts and campaigns to your lead lists. Before a marketing broadcast is sent, Vaalo checks the consent ledger: if a person has withdrawn consent, the message to them is blocked at send time.

What is an AI CRM?

An AI CRM is a customer relationship management system where AI does defined sales work, not just chat. In Vaalo, named AI agents greet new leads on WhatsApp, follow up leads that go quiet, score and revive old leads, summarise calls, and prepare reports. Each agent has one job, and its actions are visible in the lead timeline.

Which AI agents does Vaalo have?

Vaalo's agents include Greeter (first replies to new leads), Chaser (follow-ups), Scout (lead scoring), Reviver (re-engaging old leads with consent checks), Scribe (call summaries), Analyst (reports), Guardian (first-response SLA alerts) and Host (agency client onboarding), plus marketing agents such as Optimizer and Watchdog for campaign suggestions and alerts.

Do Vaalo's AI agents act without human control?

Agents work inside rules you can see. Their messages and actions appear on the lead record. Sensitive actions are approval-gated: the Optimizer only recommends campaign changes and a person applies them, and agents can be paused or retired at any time from the agent controls. Consent rules apply to agent outreach exactly as they apply to people.

Are AI agents charged separately in Vaalo?

No. Vaalo's AI agents are included for all users in the current model. There is no AI add-on tier. Usage is metered for cost visibility, and each business can set an AI budget, but access to the agents is not locked behind a higher plan.

How much does Vaalo cost?

Vaalo does not publish fixed pricing yet. The price depends on your team size, lead volume and the sources you connect. Talk to us and we will scope your requirement and give you a fixed quote. There is no public free plan and we do not claim one.

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Is there a free plan or free trial?

Vaalo does not publish a free plan. Because setup depends on your sources and team, buying starts with a conversation: we scope your requirement, give a fixed quote, and set up your workspace with you. We would rather tell you that plainly here than advertise a free tier that does not exist.

Does Vaalo store my bank details for payments?

No. You connect your own Razorpay account to Vaalo. Customers pay on Razorpay, Razorpay settles the money to the bank account you registered with Razorpay, and Vaalo only records the payment status against the lead. Vaalo holds no bank details and never sits in the flow of your money.

Where does my money go when a customer pays through Vaalo?

Payments run through your own Razorpay account, which you connect to Vaalo. Razorpay settles the money to your bank account. Vaalo records the payment against the lead and the proposal, and never holds or routes your funds.

What is a consent ledger?

A consent ledger is a permanent record of when a person gave consent, what they agreed to, and when they withdrew it. Vaalo's consent ledger is append-only and hash-chained, which means entries are added, never edited or deleted, and any tampering breaks the chain and is detectable. It is the evidence a business needs if a customer questions a message.

What happens in Vaalo when a customer withdraws consent?

The withdrawal is recorded in the consent ledger and takes effect at send time. Marketing broadcasts and agent outreach to that person are blocked with a clear reason. Messages a business must send to deliver a service it owes the customer are treated separately from marketing, and the distinction is documented in the product.

Is Vaalo DPDP compliant?

Vaalo is built to support your DPDP duties: consent records, send-time consent checks, rights request workflows for access, correction and erasure, and a breach register. Compliance also depends on how your business collects consent and handles requests, so treat Vaalo as the tooling for those duties, and take legal advice for your specific obligations.

Who owns my data?

Your business owns its data. Each business is a separate tenant, and tenant data is isolated. Vaalo provides exports and DPDP rights workflows, including erasure requests. Vaalo does not train models on your data. Its AI features work by inference: the context an agent needs is sent to the configured AI provider, such as Google Gemini, to generate a reply, summary or score for your workspace.

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How long does it take to start using Vaalo?

You sign up, pick your business type, connect your lead sources, and invite your team. Pipelines and fields are set from your business type, so there is no blank-page setup. Connecting Meta sources uses Meta's own signup flow inside Vaalo; portal sources like IndiaMART and JustDial are connected with guided steps.

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Can one agency team manage many clients in Vaalo?

Yes. Vaalo has an agency mode: each client is its own tenant with its own data, sources and team, and agency users can work across their clients from one login. Client data stays separated by tenant, so one client's leads are never visible inside another client's workspace.