FAQ
General
LeadVexo is an AI-powered sales platform that captures leads, engages them over WhatsApp and AI calling, qualifies them automatically, and hands your team only the ones worth closing — all inside one CRM.
Growing businesses, sales teams, agencies and service businesses that receive a steady flow of leads — for example real estate, education, healthcare, insurance and IT services.
Yes. You define pipeline stages, lead sources, custom fields, qualification questions, call scripts and follow-up rules. You can even rename “Leads” and “Projects” to match your business.
Create a free workspace, complete the short onboarding, connect a lead source and send a test lead. Book a demo if you want help setting up AI calling or WhatsApp.
FAQ
AI Calling
It calls new leads or handles inbound calls, collects requirements, qualifies the lead against your criteria, books follow-ups and updates the CRM with a recording, transcript and summary.
Yes. With auto-calling enabled, every new lead is called as soon as it is created. You can also start a call with “Call now” from any lead.
AI Calling is an add-on. Request it from Settings in your workspace; once enabled you can configure voice agents and phone numbers.
No. AI handles repetitive first-touch and follow-up calls. Your team takes over when a lead is hot or the conversation needs a human.
FAQ
Yes. You connect your own Meta Business number through the WhatsApp Business (Cloud) API using its Phone Number ID, WhatsApp Business Account ID and access token.
No. Connecting WhatsApp and using the shared inbox is part of the CRM. Only the optional WhatsApp Follow-up AI is an add-on.
Yes. Meta Instant Forms and Lead Ads create leads in real time on the same webhook used for WhatsApp.
FAQ
Lead Management
Websites, landing pages, Zapier and any tool that can send JSON to a webhook, Meta Lead Ads, Excel or CSV imports, and manual entry.
Kanban board, table and a dense list view, with filters, search and instant Cmd + K navigation.
Yes. Custom roles and permissions decide whether users see all leads or only those assigned to them, and audit logs record important changes.
FAQ
Pricing & Billing
Yes. The Free plan lets you set up your workspace and start managing leads at no cost.
Yes. Upgrade or change plans from Settings → Billing as your team grows.
Our refund policy explains when payments can be refunded and how to request a refund. See the Refund Policy page for full details.
FAQ
Security & Data
They are encrypted per workspace, never kept in shared configuration, and never returned to the browser after you save them.
You do. LeadVexo processes your data only to provide the service, and you can export or delete it while your account is active.
No. We never sell personal information. See our Privacy Policy for details on how data is handled.
Still have questions?
Our team is happy to help — book a demo or send us a message and we'll get back to you.
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