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Vero CRM: CRM Software for Sri Lanka, with WhatsApp

Vero CRM is CRM software for Sri Lankan businesses, built and supported by Ants Creation. It keeps leads, customer records, quotations and after-sales service in one place, records WhatsApp chats and Facebook and Instagram lead-ad leads against each lead, and reminds the team to follow up. It suits B2B sales teams, service businesses and real estate, in the cloud or on-premise.

Illustration of a sales pipeline board with leads in stage columns

Overview

What is Vero CRM?

Vero CRM is a CRM system for Sri Lankan businesses, built and supported by Ants Creation. It brings leads, customer records, quotations and after-sales service into one place, so every enquiry has an owner, every follow-up has a date and every customer has a complete history.

Enquiries from WhatsApp, the website and social media are centralised in one pipeline, and calls, meetings and tasks are logged against each lead. Each lead moves through your sales stages to a quotation and a won or lost decision; after the sale, service requests, visits and warranties stay on the same customer record.

WhatsApp conversations are recorded against the lead, so they stay with the business rather than on a salesperson's phone. Vero CRM connects to WhatsApp through an official WhatsApp API provider you choose, or through Ants Creation (Pvt) Ltd's Meta Tech Provider app, agreed during setup, and leads from Facebook and Instagram lead ads flow in as well. Managers see pipeline health, team performance and win/loss analysis without assembling spreadsheets.

WhatsApp automation

Spending on digital marketing? Don’t let WhatsApp leads slip.

When your ads and website invite customers to message you on WhatsApp, Vero CRM can record each chat as a lead, assign an owner and remind the team to follow up, so fewer enquiries are missed.

  • Chats recorded as leads WhatsApp, website and Facebook and Instagram lead-ad enquiries land in one pipeline, with the conversation history.
  • An owner for each lead Each lead is assigned to an agent, with role-based access deciding who sees what.
  • Follow-up reminders Reminders prompt the team to follow up each lead until it is won or closed.
  • From quote to payment Quotations convert to invoices, and payments — including part payments — are tracked on the same record.
Modules

What does Vero CRM include?

Built for
B2B sales Services Real estate

Lead & pipeline management

Stages, ownership, forecasting and conversion tracking.

Customer records

A single view of contacts, history and documents.

Quotations

Templated quotes with approval workflow and versioning.

After-sales service

Tickets, service visits, warranties and resolution history.

Activity tracking

Calls, meetings, tasks and reminders per account.

Sales reporting

Team performance, pipeline health and win/loss analysis.

Screens

What does Vero CRM look like?

Illustrations of the main screens. Book a demo to see the system itself.

Illustration of a sales pipeline board with leads in stage columns
Sales pipeline by stage
Illustration of a customer record with an activity timeline
Customer record and activity history
Illustration of a quotation document beside its approval steps
Quotation with approval steps

Who it is for

Who is Vero CRM built for?

B2B sales teams

Longer sales cycles with several contacts, quotations and approvals, tracked by stage with a forecast managers can rely on.

Service businesses

Enquiries, quotations and after-sales service requests handled in one record, so nothing depends on one person's memory.

Real estate

Leads assigned by project or area, site visits and follow-ups scheduled, and every conversation kept with the lead.

How implementation works

How does a Vero CRM rollout work?

01

Discovery

Lead sources, sales stages, quotation approvals and reports mapped with your team.

02

Configuration

Pipeline stages, ownership, quotation templates and roles set up.

03

Data migration

Existing contacts, open leads and customer history imported and de-duplicated.

04

Pilot & training

One team goes live first, with training for salespeople and managers.

05

Rollout & support

Remaining teams and channels follow, then ongoing support.

  • ISO 9001:2015Ants Creation (Pvt) Ltd QMS
  • 2011In business since
  • 700+Completed projects
  • 400+Client base
  • 30+Team members
  • 20+Industries served

Why Ants Creation

Why choose Vero CRM?

Since 2011, Ants Creation has completed 700+ projects for 400+ clients in Sri Lanka and abroad.

Book a demo of Vero CRM

WhatsApp where your customers are

WhatsApp chats and Facebook and Instagram lead-ad leads become tracked leads, with the conversation kept on the lead record.

Fewer missed follow-ups

Every lead has an owner, a stage and a next action, with reminders before a follow-up slips.

From enquiry to after-sales

Quotations, approvals and service history sit on one customer record, not in separate tools.

Reports managers use

Pipeline health, team performance and win/loss analysis, ready when the meeting starts.

Common questions

Vero CRM: frequently asked questions

What is a CRM system?

A CRM (customer relationship management) system keeps every lead and customer in one place, including enquiries, conversations, quotations, follow-ups and service history, so a team can sell and serve consistently. Vero CRM is Ants Creation’s CRM for Sri Lankan businesses, and it can record WhatsApp chats as leads. Our guide What is a CRM? explains more.

Can we see a demo of Vero CRM?

Yes. Ants Creation gives live demos of Vero CRM on request, online or in person. A demo can show how a WhatsApp chat or a lead-ad enquiry becomes a lead, how it is assigned and followed up, and how a quotation is approved. Ask through the enquiry form, or call or WhatsApp 077 282 0498.

Does Vero CRM work with WhatsApp?

Yes. Vero CRM connects to WhatsApp through an official WhatsApp API provider you choose, or through Ants Creation (Pvt) Ltd’s Meta Tech Provider app; we agree which during setup. Conversations are captured against the right lead and visible to the team. See WhatsApp CRM in Sri Lanka.

Can leads be assigned to specific salespeople?

Yes. Every lead in Vero CRM has an owner, whether it arrived by WhatsApp, the website or a Facebook or Instagram lead ad. Managers can see and reassign ownership at any time, role-based access decides who sees what, and follow-up reminders prompt the owner until the lead is won or closed.

Can Vero CRM produce quotations?

Yes. Quotations are built from templates, go through an approval workflow where your process needs one, and keep every version on the customer record. An accepted quotation converts to an invoice, and payments, including part payments, are tracked on the same record, so sales and accounts see the same history.

Can we import our existing customers?

Yes. Contacts, open leads and customer history can be imported from spreadsheets or another system, de-duplicated and assigned to owners before go-live, so the team starts with a clean pipeline. Data migration is a planned step in every Vero CRM rollout, after configuration and before the first team goes live.

Is a CRM worth it for a small team?

Once more than one person handles enquiries, or leads arrive from several channels such as WhatsApp, the website and social media, a CRM keeps them visible and followed up. A small team can start with Vero CRM’s pipeline and follow-up reminders, and add quotations, after-sales service or reporting later as it grows.

Is Vero CRM cloud-based or on-premise?

Both. Vero CRM can run in the cloud or on your own servers, and the choice is agreed during discovery, based on your locations, connectivity and IT policy. Either way, it is set up and supported by Ants Creation’s own team, and your leads and customer records can be exported at any time.

Does Vero CRM capture Facebook and Instagram lead ads?

Yes. Leads from Facebook and Instagram lead ads (Meta Lead Ads) flow into Vero CRM alongside WhatsApp chats and website enquiries, so every enquiry lands in one pipeline with an owner and a follow-up reminder. Ants Creation is a Meta Tech Provider, and our social media advertising team can also run the ads.

Is Vero CRM a subscription or a one-time licence?

Either, depending on the project: Vero CRM is offered as a one-time licence or as a subscription. It is priced per module and per project, and quoted free of charge after discovery, once your channels, teams and modules are clear. Whichever model you choose, your leads, customer records and history can be exported from Vero CRM at any time.

How is our sales team trained on Vero CRM?

Training for Vero CRM is usually delivered online, with recorded sessions your team can watch again when new salespeople join. During the rollout, one team goes live first, with training for salespeople and managers, before the remaining teams and channels follow. The training format for your project is confirmed in the proposal.

What support follows Vero CRM go-live?

A six-month bug-fixing warranty comes with every Vero CRM project after go-live. After that, ongoing support and maintenance are provided under a service level agreement (SLA) or an annual maintenance agreement, with fees and scope agreed separately. Support comes from Ants Creation’s own team, the people who build Vero CRM and set up its WhatsApp connection.

Product or bespoke

How this differs from custom software development

Vero CRM is a product: pipeline, customer records, quotations, service tracking and reporting already exist and are configured to your sales process, so a rollout is measured in configuration and training rather than development.

Where a business needs something no CRM covers, we build it — as we did with the custom multi-channel CRM for Susara Publication.

See whether Vero CRM fits the way you work.

Tell us what you need, and we will recommend the right next step. No obligation, no sales script.