Last updated: 2026-10-12

Getting started with Veylo CRM

Most teams are answering customers from Veylo within the first hour. This is the order we recommend.

1. Subscribe and sign in

Choose a plan on the pricing page and pay with a card. As soon as the payment is confirmed, your login appears on screen and is also sent by email. Sign in at app.veylocrm.com.br.

2. Connect your first number

• QR Code: open Channels, add a WhatsApp number and scan the QR Code from WhatsApp → Linked devices. The app keeps working on your phone.
• Official API (Professional plan): open Integrations → Meta official API and follow Meta's signup. You can keep the number in the WhatsApp Business app (coexistence) or move it fully to the cloud.
• Instagram and Messenger: connect your professional Instagram account and your Facebook Page. Conversations arrive in the same inbox.

3. Invite the team

In Team, invite each person by email. They create their own password and show up as conversation owners in the inbox, pipeline and reports. You can limit which modules each person sees and whether salespeople only see their own leads.

4. Organize the pipeline and tags

Rename the pipeline stages to match how you sell (up to 12 stages, one marked as Won). Create tags for source, interest or priority. Every conversation can carry a value, which feeds the revenue forecast.

5. Turn on a first flow

In Flows, build a welcome flow: a greeting, a question with options and a hand-off to a person. Add an AI Agent block if you want natural-language replies. Flows can start on a new conversation, on a keyword, when a card enters a stage or when a tag is added.

Frequently asked questions

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