Question 1

What is Vedain CRM?

Accepted Answer

Vedain CRM is a modern, cloud-based customer relationship management platform built for sales teams. It helps you manage leads, contacts, accounts, deals, email outreach, and reporting — all in one place, without the complexity of legacy CRMs.

Question 2

Who is Vedain CRM designed for?

Accepted Answer

Vedain is ideal for small to mid-sized sales teams — from solo founders managing their first pipeline to 50-person revenue teams at growing startups. We're especially popular with B2B SaaS companies, agencies, and real estate teams.

Question 3

How is Vedain different from Salesforce or HubSpot?

Accepted Answer

Salesforce and HubSpot are powerful but complex and expensive. Vedain gives you 80% of the features you actually use at a fraction of the cost, with an interface your team will adopt on day one — not after a 3-month implementation project.

Question 4

Does Vedain offer a free trial?

Accepted Answer

Yes! All plans include a 14-day free trial with no credit card required. You get full access to all features during the trial so you can properly evaluate whether Vedain is the right fit for your team.

Question 5

Can I use Vedain solo, or is it just for teams?

Accepted Answer

Vedain works great for individual salespeople, freelancers, and founders who want to stay organized. The Starter plan is designed with solo users in mind. You can always add team members as you grow.

Question 6

Is Vedain available as a mobile app?

Accepted Answer

Vedain's web application is fully responsive and works well on mobile browsers. We are actively developing native iOS and Android apps, which are on our roadmap for 2026.

Question 7

What plans does Vedain offer?

Accepted Answer

Vedain uses simple per-seat pricing: $10 / user / month (USD), ₹500 / user / month (INR, via Razorpay for India), or AED 25 / user / month (UAE, via Stripe). All features are included — no tiered plans, no hidden fees. Annual billing gives you 2 months free.

Question 8

Can I change my plan at any time?

Accepted Answer

Yes. You can upgrade or downgrade your plan at any time from the Billing page in your account settings. Upgrades take effect immediately (with a prorated charge). Downgrades take effect at the start of your next billing period.

Question 9

What payment methods do you accept?

Accepted Answer

We accept all major credit and debit cards (Visa, Mastercard, American Express) for USD and AED payments via Stripe. For INR payments, we support UPI, Net Banking, cards, and wallets via Razorpay.

Question 10

Do you offer refunds?

Accepted Answer

We offer a no-questions-asked refund within 7 days of your first payment if you decide Vedain isn't right for you. After that, subscriptions are non-refundable, but you retain access until the end of your billing period. Annual plan refund requests are considered on a case-by-case basis.

Question 11

Is there a discount for annual billing?

Accepted Answer

Yes — paying annually gives you 2 months free (equivalent to ~17% off). For example, a 5-seat team pays $8.33/user/month on annual billing instead of $10 — saving $100/year. You can switch to annual billing from your account settings at any time.

Question 12

Do you offer discounts for nonprofits or startups?

Accepted Answer

We love supporting nonprofits and early-stage startups. Please email us at help@vedain.com with details about your organization and we'll see what we can do.

Question 13

Can I connect my Gmail or Outlook account?

Accepted Answer

Yes! Vedain supports two-way email sync with Gmail, Google Workspace, Microsoft 365, and Outlook via OAuth. Once connected, you can send, receive, and track emails directly inside Vedain without leaving the app.

Question 14

What is email tracking and how does it work?

Accepted Answer

Email tracking lets you know when a contact opens your email or clicks a link. When you send an email through Vedain, we insert an invisible tracking pixel. When the recipient opens the email, we log the event and show you the open time, count, and last activity in your CRM.

Question 15

Can I run email campaigns and drip sequences?

Accepted Answer

Yes. The Campaigns module lets you build multi-step email sequences, schedule them, and send them to lists of leads or contacts. You can personalize emails with merge tags, track open/click/reply rates, and pause or resume campaigns per contact.

Question 16

What are Workflows and what can they automate?

Accepted Answer

Workflows let you automate repetitive tasks without code. You can trigger actions (send an email, create a task, update a field) based on events (lead created, deal stage changed, form submitted). You can build multi-step sequences with delays and conditional branching.

Question 17

Can I import my data from another CRM?

Accepted Answer

Yes. You can import leads, contacts, and accounts via CSV file upload. We provide a field mapping interface so you can match your CSV columns to Vedain fields. We also support custom fields, so you won't lose any unique data from your old system.

Question 18

How does the Deals pipeline work?

Accepted Answer

The Deals module gives you a visual Kanban board with customizable stages. You can drag and drop deals between stages, track deal value and close probability, link deals to contacts and accounts, and use the pipeline view for revenue forecasting.

Question 19

Can I build custom dashboards?

Accepted Answer

Yes! The Custom Dashboards module lets you build unlimited dashboards with 14 widget types — KPI cards, line charts, bar charts, donut charts, pipeline funnels, team leaderboards, and more. Drag-and-drop layout, 5 pre-built templates, auto-refresh, and a full-screen presentation mode for meetings.

Question 20

Does Vedain support WhatsApp messaging?

Accepted Answer

Yes. Connect your WhatsApp Business account via Meta Embedded Signup and manage conversations directly inside Vedain. Use pre-approved message templates for broadcasts and follow-ups, with full conversation history linked to CRM contacts.

Question 21

Can I create booking pages for meetings?

Accepted Answer

Yes. Create shareable booking links so leads can schedule demos, calls, and follow-ups without back-and-forth emails. Bookings sync with Google Calendar and Outlook, and automatically create CRM records.

Question 22

What is the AI Agent Marketplace?

Accepted Answer

The Marketplace lets you install 30+ pre-built AI integrations — email drafting with GPT-4o/Claude, data enrichment with Apollo and Clearbit, meeting notes with Fireflies, and more. Install with one click, configure your API key, and the agent extends your CRM immediately.

Question 23

Does Vedain have a support ticket system?

Accepted Answer

Yes. The Support Ticketing module lets you create, assign, and track tickets linked to CRM contacts and accounts. Set priorities, enforce SLAs, manage status progression, and attach files. Great for customer support teams working inside the CRM.

Question 24

Does Vedain include HR management features?

Accepted Answer

Yes! Vedain has a full HR Suite covering employee profiles, attendance tracking, leave management, shift scheduling, timesheets, compensation & payroll, performance reviews, employee engagement surveys, document management, and onboarding workflows — all built in.

Question 25

How do employee engagement surveys work?

Accepted Answer

Create surveys with 8 question types (NPS, star rating, yes/no, single/multiple choice, comment, date). Distribute to all employees, specific departments, or individuals. Supports anonymous responses. View per-question analytics with bar charts and response rates. 10 pre-built templates included.

Question 26

Can I run performance reviews?

Accepted Answer

Yes. The Performance module includes goals with progress tracking, scheduled reviews with customizable templates, peer and self-review support, configurable rating scales (3, 5, or 10 point), and a feedback system with type badges and privacy indicators. Managers can recommend salary hikes directly from a completed review.

Question 27

How does attendance and leave management work?

Accepted Answer

Employees clock in/out with optional GPS and notes. Managers approve leave requests with full notification flow (in-app + email). 12 attendance reports are available (daily overview, overtime, absenteeism, department comparison, etc.). Leave analytics show monthly usage breakdowns by leave type.

Question 28

Is there compensation and payroll tracking?

Accepted Answer

Yes. The Compensation module supports multiple pay schedules (annual, monthly, daily, hourly), detailed pay component breakdowns (earnings and deductions), salary revision history, and PDF revision letter generation. Integrates with performance reviews for hike recommendations and approval workflows.

Question 29

Can I manage timesheets and job schedules?

Accepted Answer

Yes. The Timesheets module includes weekly time logging, project and job management, a Zoho-style job schedule calendar, client billing with invoice generation, running timers, manager approval flows, and 13 built-in reports (utilization, billing, compliance, and more).

Question 30

What browsers does Vedain support?

Accepted Answer

Vedain works best on the latest versions of Chrome, Firefox, Safari, and Edge. We recommend keeping your browser up to date for the best experience. Internet Explorer is not supported.

Question 31

Does Vedain have an API?

Accepted Answer

Yes. Vedain provides a public REST API (prefixed vd_live_) that lets you create and update leads, contacts, and deals programmatically. Generate API keys in Settings → API Keys. Webhook subscriptions are also available for real-time event notifications via Zapier, Make, or any URL.

Question 32

Can I embed lead forms on my website?

Accepted Answer

Yes. The Forms module lets you create custom lead capture forms and embed them on any website with a simple script tag. Every form submission automatically creates a lead in your CRM with all the fields mapped.

Question 33

What integrations does Vedain support?

Accepted Answer

Vedain integrates with Gmail, Google Workspace, Microsoft 365, Outlook, LinkedIn, WhatsApp (via Meta Business), Stripe, Razorpay, Twilio, Aircall, SendGrid, AWS SES, Proxycurl, Apollo.io, Hunter.io, Clearbit, Phantombuster, Zapier, Make, n8n, and many more via webhooks and the REST API.

Question 34

Is there a limit on how much data I can store?

Accepted Answer

Vedain uses simple per-seat pricing with all features included — no tiered storage limits. You can store as many leads, contacts, deals, and records as you need. File attachments are supported across email, HR documents, and support tickets.

Question 35

Can I schedule meetings or calls from within Vedain?

Accepted Answer

Yes. Vedain includes a booking page feature that lets you create a public scheduling link. Contacts can self-book a time that works for them based on your availability. Booking notifications are sent to both parties automatically.

Question 36

How is my data secured?

Accepted Answer

All data is encrypted in transit using TLS 1.2+. Sensitive data at rest (OAuth tokens, API keys) is encrypted using AES-256. We use access controls so only authorized team members can access production infrastructure, and all access is logged and audited.

Question 37

Is Vedain GDPR compliant?

Accepted Answer

Yes. We are committed to GDPR compliance. You can request data export, deletion, or correction at any time. We have Data Processing Agreements with all our sub-processors. We do not sell or share your data for advertising purposes. See our Privacy Policy for full details.

Question 38

Where is my data stored?

Accepted Answer

Your data is stored in MongoDB Atlas cloud infrastructure. We use data centers in the US (primary) and EU (for EU-based customers who require data residency). All storage is encrypted at rest. We are working toward SOC 2 Type II certification.

Question 39

Can I control what each team member can access?

Accepted Answer

Yes. Vedain has a granular permissions system. Admins can configure per-module access for each team member — setting view, edit, and import permissions independently for Leads, Contacts, Accounts, Deals, Campaigns, and more.

Question 40

What happens to my data if I cancel?

Accepted Answer

Your data is retained for 60 days after cancellation, giving you time to export everything. After that period, your data is permanently and irreversibly deleted from our systems. Billing records are retained for 7 years as required by financial regulations.

Question 41

Does Vedain have two-factor authentication (2FA)?

Accepted Answer

2FA via authenticator apps is on our near-term roadmap and will be available to all users. Currently, we enforce strong password policies and provide OAuth-based login (Google and Microsoft) as a more secure alternative to password-only authentication.

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