From first call to payment, on one record
The end of a sale usually scatters across a phone, a PDF and a payment link. In Vaalo, calls with recordings sit on the lead's timeline, proposals are linked to the lead, and payment runs through your own Razorpay account, with the result recorded against the same lead automatically.
- Call · 6 minutes, recordedScribe summary and follow-up tasks on the leadOn the record
- Proposal · Sent to the customerStatus stays on the same lead recordViewed
- Payment · Received via RazorpaySettled to your bank by Razorpay; Vaalo records itRecorded
Calls and recordings, on the record
Calls logged or recorded through Vaalo are stored against the lead record. Anyone on your team can open the lead and hear the conversation, see its outcome, and pick up the next step without asking the person who made the call. Call activity sits in the same timeline as chats, tasks and payments.
Scribe turns calls into next steps
The Scribe agent turns call recordings and notes into a summary and follow-up tasks on the lead, so what was promised on a call becomes a tracked action instead of a memory. The Closer agent nudges when a proposal or payment has gone quiet.
Proposals linked to the lead
Proposals are created from the client and lead record, sent to the customer, and their status stays on the record. When a proposal is ready to be paid, the customer pays through the same flow, and the payment lands back on the lead.
Payment forms with your own Razorpay
Vaalo's payment form (Salesform) publishes an order form with a public link. Totals are calculated on the server, never trusted from the browser, and the order is created on your Razorpay account with your keys. Signed payment webhooks update the lead and the proposal the moment Razorpay confirms.
Vaalo never holds your money
You connect your own Razorpay account. Customers pay on Razorpay, Razorpay settles to the bank account you registered with them, and Vaalo only records the payment status against the lead. Vaalo stores no bank details and never sits in the flow of your money, which is also why those recorded payments can anchor your revenue reports.
Calls and payments questions
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.
Are call recordings stored in Vaalo?
Yes. Calls logged or recorded through Vaalo are stored against the lead record, so anyone on your team can hear the conversation from the lead's timeline instead of asking the person who made the call.
See Vaalo on your own leads
Tell us where your leads come from and how your team follows up today. We will show you Vaalo set up for your business type, scope what you need, and give you a fixed quote.