Help & FAQ

How can we help?

Trial, billing, leads, WhatsApp, teams and your data. Can't find it? Message us on Telegram.

Getting started

How do I sign up?

Go to Sign up and enter your name, email and a password. Then:

  1. Confirm your email (we send you a link).
  2. Tell us your business name and whether you work alone or with a team.
  3. Choose a plan and add a payment card to start your 14-day trial.
How do I add my first lead?

In the app, open Leads → Add. Enter the name, phone number and what they're interested in, then set a follow-up: a date, a time and what you'll do next. It shows up in Today when it's due.

Can I use Velto on my phone? How do I get notifications?

Yes. Open app.veltoprime.com in your phone's browser and add it to your Home Screen so it opens like an app.

iPhone: in Safari tap Share → Add to Home Screen, open Velto from the new icon, then turn on notifications in Settings → Notifications. Android: in Chrome, tap the menu → Add to Home screen (or Install app), then turn on notifications in Settings → Notifications.

You'll be notified when a new lead arrives and when a follow-up is due.

Is there a guide inside the app?

Yes — Settings → User guide walks you through your first lead, your first follow-up and sharing your lead form.

Trial & billing

Why do I need a card for the free trial?

The card starts your subscription automatically when the trial ends, so your leads and follow-ups carry on without a gap. There is no charge during the 14-day trial, and we'll try to email you a reminder before the first charge.

When will I be charged?

On the day your trial ends, for the plan you chose — then every month or year (whichever you picked) until you cancel. You'll see the exact trial end date when you start the trial and in Settings → Plan & billing.

Can I have more than one free trial?

No. Each payment card and each account gets one free trial. A trial started with a card that already had a trial is cancelled straight away, with no charge.

How do I cancel?

In the app, go to Settings → Plan & billing and cancel there. You can cancel any time.

  • During the trial: you won't be charged, and trial access ends straight away. To use Velto again you'd need to subscribe and pay.
  • On a paid plan: you keep full access until the end of the period you've already paid for. There's no renewal after that.
Do you give refunds?

Subscription payments are generally non-refundable, including unused parts of a period, downgrades, or cancelling before the period ends. If you were charged twice by mistake, or charged after a valid cancellation, contact us and we'll refund that charge. Full details are in our Terms of Service (§5).

How do I change my plan?

In Settings → Plan & billing. Upgrades start straight away and you pay the difference for the rest of the current period. Downgrades take effect at the end of the period you've paid for. See all plans on the pricing page.

What happens if a payment fails?

You keep full access for 3 days so you can update your card in Settings → Plan & billing. After that the account becomes read-only: you can still see your leads, but customer numbers are hidden and export is blocked until the payment goes through. New leads from your forms are still received and saved.

Where are my invoices? How do I update my card?

Settings → Plan & billing opens the secure Stripe billing page, where you can download invoices and change your card. We never see or store your card number.

What if I go over my monthly lead limit?

Your leads are still saved and visible. We'll let you know when you reach 80% of your plan's monthly leads. If you go over two months in a row, the account becomes read-only until you upgrade.

Leads & follow-ups

How do leads get into Velto?
  • Your lead form: share your own form link, or embed it on your website — Settings → Lead forms. New leads arrive instantly.
  • CSV import: Leads → Import from CSV, for a list from Excel or Google Sheets.
  • By hand: Leads → Add.

Connecting Facebook & Instagram Lead Ads yourself is coming next. If you run lead ads today, message us.

My CSV import skipped some rows. Why?

After an import, Velto lists each row it skipped with the line number and the reason — usually a missing or invalid phone number, or a lead that's already in your list (it's merged instead). Fix those rows in your sheet and import them again.

How do follow-ups and Today work?

Every lead can have one next action with a date and time. Today shows what's overdue first, then what's due today, in time order. When you finish a follow-up, record what happened and set the next one.

Can I export my leads?

Yes — Leads → Export CSV, while your subscription is active.

Teams

How do I add my sales team?

Team plans include the owner plus 5 members (Team) or 12 members (Team Pro). Invite members from Team in the app; each one signs in with their own account.

How are leads shared between members?

New leads are shared to members automatically, in turn. If a lead isn't contacted within 30 minutes, it moves to the next member. Members see the leads given to them; the owner sees everything.

WhatsApp & AI

Does Velto connect to my WhatsApp?

The WhatsApp button on a lead opens a chat with that customer in your own WhatsApp. Velto doesn't read or import your chats — after you talk, tap Mark contacted and record what happened.

Does Velto reply to customers with AI?

Not in your account yet. AI replies on WhatsApp are in a pilot with a small group. When it's ready for everyone we'll mark it Live now.

Account & data

I forgot my password.

On the Log in page, tap Forgot password? and we'll email you a reset link. Signed in? Change it in Settings → Password & sessions, where you can also Log out all other devices.

Can I use Velto in Bahasa Melayu?

Yes. Switch the language at the bottom of the log in page, or in Settings. Your lead forms can be in English or Bahasa Melayu too (Settings → Lead forms).

Who can see my customer data?

Only your account — and, on Team plans, your team (members see the leads given to them). We never share your leads with advertising platforms or sell them. Read the Privacy Policy.

What happens to my data if I stop?

After your subscription ends the account is read-only. Your data is kept for 12 months so you can come back, then deleted.

How do I get a copy of my data or delete my account?

Message us on Telegram @VELTOPRIME from the account owner. We reply to data access requests within 21 days.

Still stuck?
Ask a person.

Message us on Telegram and a person will reply.