Pipeline beside the conversation

The problem

When deal stages live in spreadsheets and chats live on phones, follow-ups slip and nobody sees the full customer story. Sales and support fight over context.

How velro helps

velro keeps CRM next to the thread: pipelines, leads, inquiries, and reminders in the same workspace as the WhatsApp inbox, so every reply can move the deal or ticket forward.

What you get

• Pipelines and stages beside the live chat
• Leads and inquiries without leaving the inbox
• Reminders so follow-ups don’t depend on memory
• Shared context for sales and support on one number

Related features

• Shared team inbox — One WhatsApp number for the whole team — assign owners, pin threads, notes, and media without chats trapped on personal phones.
• Broadcasts & retargeting — Schedule compliant campaigns to groups or CSV audiences, track delivery and replies, then retarget — with opt-outs respected.
• Message templates — Build marketing, utility, and authentication templates (including carousel), preview the bubble, submit to Meta, and sync approval status.