Business Information
Used across invoices, letterheads, and reports
Pipeline Stages
These stage names appear in your Leads pipeline view.
Lead Sources
Comma-separated list of lead sources
Lead Categories
PWA Install Guide
Install VELTRIX OS as an app on any device
Chrome / Android: Tap the menu (⋮) → "Add to Home screen" → Install.
iPhone / Safari: Tap the Share icon → "Add to Home Screen" → Add.
Desktop Chrome: Click the install icon (⊕) in the address bar → Install.
iPhone / Safari: Tap the Share icon → "Add to Home Screen" → Add.
Desktop Chrome: Click the install icon (⊕) in the address bar → Install.
Claude AI
Powers Smart Reply, Morning Brief, Vastu Soul, AI CFO, and 32 AI agents
WhatsApp Business
Meta Business API for automated WhatsApp messaging
Razorpay
Payment links in invoices and auto-paid status
Notification Preferences
Browser Notifications
Show desktop alerts for new leads and follow-ups
Email Notifications
Daily digest and important alerts via email
WhatsApp Notifications
Send critical alerts via your personal WhatsApp
Digest Frequency
Theme
Dark
Light
Vastu
Navigation Style
Language & Font
Brand Identity
Live Preview
Module Visibility
Hide modules you don't use
Dashboard
Dashboard
Morning Brief
Sales
Leads (CRM)
Follow-up
Nurture
Proposals
Sales Report
Finance
Invoice
Expenses
GST Tracker
AI Tools
AI CFO
Smart Reply
Social AI
Vastu Soul
Team OS
Team OS
Goals
Salary
System
Auto-Pilot
Integration Hub
Access Control
Personal WhatsApp
wa.me links for direct messaging without Meta API
Used for Smart Reply, Follow-up, Morning Brief, Alerts, and the Help Center support button.
Meta Business API
Meta Webhook Setup
https://web.veltrixmedia.in/api/webhook/whatsapp
Frequency Cap
Maximum WhatsApp messages per lead per day
Backup & Restore
Storage path: storage/backups/
Backup Schedule
Auto-backup