Why teams switch to Vaalo
Most teams do not have a lead problem. They have a follow-up problem. The enquiries arrive. What fails is everything after: capture, ownership, the first reply, the third follow-up, the record of what was said. Vaalo was built to fix that chain, in order, for teams that sell on WhatsApp and calls.
- Priya Sharma9:41Yes, Thursday works for the demo
- Ravi Kumar9:12Please share the fee details
- Asha RaoYesterdayThank you, received the proposal
Yes, Thursday works for the demo. What time?
9:41
Booked for 11 am, Priya. I have shared the location and a reminder is set.
9:42
Greeter sent the first reply, 2 minutes after this lead arrived
1. WhatsApp is the centre, not an add-on
In many CRMs, WhatsApp arrives through a connector, a higher tier or a second tool. In Vaalo, the shared inbox is core: connected directly to Meta's official Cloud API on your own number, with the chat, stage, tasks and payment on one record.
2. The sources your market uses are native
Meta Lead Ads, Google Ads, Instagram DMs, your website and Google Sheets feed Vaalo directly, and so do the portals your market sells on, like IndiaMART and JustDial. With a generic CRM, several of these need workarounds, exports or paid connectors. With Vaalo they are the starting point.
3. Nothing is captured halfway
Vaalo stores every enquiry as a raw event before any processing runs. If a later step fails, the enquiry is replayed, not lost. Name and phone are the only fields a lead must have, so a partial enquiry still becomes a lead your team can call.
4. AI that does shifts, not demos
Vaalo's agents greet, chase, score, revive, summarise and report. They are named, so you can see exactly which agent did what, and they are included for all users. They follow the same rules as your team: consent first, approvals where the action matters, a full record of every action.
5. Compliance you can show, not just claim
Privacy law asks businesses to prove consent, not just collect it. Vaalo's consent ledger is append-only and tamper-evident, consent is checked at the moment a marketing message is sent, and rights requests run on built-in workflows. When a customer or an auditor asks, you answer with records.
Who agreed, to what, and when they withdrew - recorded so you can answer with evidence.
- a3f9…c21dConsent givenMarketing messages · purpose recorded
- 7be2…90aaChecked at send timeEvery broadcast and agent send
- e04c…b771Consent withdrawnLater sends blocked, reason shown
Spreadsheet vs generic CRM vs Vaalo
| The work | Spreadsheet | Generic CRM | Vaalo |
|---|---|---|---|
| Lead arrives from IndiaMART | Someone copies it in, or nobody does | Often needs a connector or export | Captured automatically as a lead |
| Lead arrives from JustDial | Checked in email, sometimes missed | Rarely native | Captured automatically as a lead |
| WhatsApp conversation | On personal phones | Add-on, higher tier, or separate tool | Shared inbox on your number, on the lead record |
| First reply to a new lead | When someone notices | When someone notices | Greeter agent can reply at once; Guardian alerts at 30 minutes |
| Follow-up on quiet leads | Memory | Manual tasks | Chaser agent plus tasks and reminders |
| Consent for marketing messages | Not recorded | Basic opt-out lists | Append-only consent ledger, checked at send time |
| Collecting payment | Separate link, manual record | Separate tool or integration | Proposal and payment form, settled via your own Razorpay, recorded on the lead |
| Which campaign made money | Not visible | Clicks and lead counts | Recorded payments and revenue by campaign |
Generic CRM describes the common pattern in tools built for email-first markets. Check any specific product's current offering on its own pages.
How buying Vaalo works
- 1Talk to us: where your leads come from, your team size, and how follow-up works today.
- 2We scope the setup and give you a fixed quote. No pricing page, because a price without your requirement would be a guess.
- 3We set up your workspace with your sources connected, and your team starts on live leads.
What Vaalo does not do yet
Vaalo works in English at launch. Eight lead sources are live today; our wider integrations catalog lists more that are not live, and we will tell you plainly which is which during scoping. Vaalo is a CRM, not accounting software, not an ERP and not a hospital management system. If your main need is one of those, we will say so on the call.
Questions, answered plainly
Why do businesses move from spreadsheets to a CRM?
A spreadsheet cannot capture a lead the moment it arrives, assign it, or remind anyone to follow up. Leads sit in ad dashboards and inboxes until someone copies them across, and some are never copied. A CRM like Vaalo captures each enquiry automatically, assigns an owner, and tracks every follow-up on one record.
How is Vaalo different from a generic CRM?
Vaalo is built around how lead-driven teams actually sell. WhatsApp is a core channel on the official Cloud API, not an add-on. Portal leads from sources like IndiaMART and JustDial flow in natively, alongside Meta and Google. AI agents are named, visible and available to all users. And DPDP consent is recorded in a ledger and checked before marketing messages are sent.
Does Vaalo charge per agent or per AI feature?
No. Vaalo's AI agents are part of the product for every user today. There is no AI add-on pack and no per-agent fee in the current model. If that ever changes, this page and our pricing conversation will say so plainly before you buy.
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.
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.