Growth & CRM
Capture and progress opportunities without maintaining a separate lead database.
Leads · Follow-ups · Routing · Conversion · CSV · Meta · Instagram · WhatsApp
INVOX · Business Operations Platform
Run growth, sales, finance and compliance — in one connected workspace.
Capture leads, manage customers, sell, invoice, operate finance workflows, collaborate with CA/CS professionals and stay on top of compliance without stitching together disconnected tools.
CRMSalesGST billingFinance operationsComplianceCA/CS collaborationPWA
Business command center
Today needs your attention
New leads
12
4 follow-ups due
Sales documents
18
Proformas + invoices
Finance tasks
7
Purchases + expenses
Compliance
3
Actions need review
Connected journey
Meta lead → Follow-up → Customer → Proforma → GST invoice
One connected business lifecycle
Your business data should not restart at every department.
INVOX keeps operating context connected as an enquiry becomes a customer, a sale becomes a financial record and business activity creates compliance work.
01
Acquire
Capture enquiries from manual entry, CSV and connected Meta/WhatsApp channels.
02
Qualify
Route leads, schedule follow-ups and keep the customer conversation moving.
03
Convert
Turn qualified leads into customers without losing business context.
04
Sell
Manage products, proformas, GST invoices and credit/debit notes.
05
Operate
Track purchases, vendors, expenses, bank statements and transaction review.
06
Comply
Coordinate compliance, governance and CA/CS professional workflows.
Connected workspaces
One platform. Different teams. Shared business context.
Sales & Revenue
Keep customers, products and commercial documents connected from quote to invoice.
Clients · Address book · Products · Proformas · GST invoices · Credit/debit notes
Money & Operations
Run everyday finance operations with traceable business context.
Purchases · Vendors · Expenses · Approvals · Bank accounts · Statements · Review
Compliance & Governance
Bring statutory and corporate operating workflows into the same controlled workspace.
Compliance · Calendar · Governance · Meetings · Shareholding · Capital
CA & CS Collaboration
Give professional advisors controlled access to the businesses and work they are responsible for.
CA workspace · CS workspace · Verification · Review · Client relationships
Platform Operations
Scale teams with permissions, attention, guidance and operational visibility built in.
Roles · Permissions · Notifications · Audit · Guided help · Monitoring · Support · PWA
Growth integrations
Turn ads and conversations into an operating pipeline.
Connect supported Meta assets, bring Facebook and Instagram lead activity into the canonical Lead workspace, and guide WhatsApp onboarding without creating a parallel customer database.
Facebook & Instagram Lead Ads
WhatsApp onboarding
CSV + manual lead workflows
Designed around responsibility
Show each team what matters to their work.
Business owner
See sales activity, operations, compliance and team attention from one connected workspace.
Sales team
Capture, follow up, convert, quote and invoice without restarting the customer journey.
Finance & operations
Work across billing, purchases, expenses, vendors and banking with consistent controls.
CA firm
Collaborate across assigned client businesses with verification workflows and role-based access.
CS firm
Coordinate governance and regulatory work in professional client contexts.
Administrator
Control users, roles, permissions, audit visibility and platform operating policies.
Professional collaboration
Business, CA and CS teams in controlled client contexts.
Use professional workspaces, assignments, verification and role-based permissions so advisors can collaborate without receiving unrestricted access to the whole business.
Adoption built in
Powerful software that helps teams learn as they work.
Contextual guided help, searchable approved guidance and responsive navigation reduce the need to memorize where every workflow lives.
Responsive PWA
Your business workspace goes wherever you do.
INVOX uses adaptive desktop tables, mobile cards, responsive navigation and installable PWA support so important business workflows remain usable on desktop, tablet and phone.
Business controls
Built for control, accountability and separation of responsibility.
Multi-tenant controls
Role-based permissions
Audit history
Controlled professional access
Approval workflows
Secure document sharing
Operational notifications
Monitoring & support
Pricing
Plans that scale with your business.
Free plan with no expiry. 14-day trial on all paid plans. Save 20% with annual billing.
MonthlyAnnual
All plans include a 14-day trial on first signup. GST invoices for Indian businesses — CGST, SGST, and IGST supported.
Compare all features
See exactly what's included in each plan side by side.
| Feature | Free | Starter | Professional | Enterprise |
|---|---|---|---|---|
| Usage Limits | ||||
| Invoices | 5/month | 50/month | 10,000/month | Unlimited |
| Clients | 2 | 50 | 10,000 | Unlimited |
| Expenses | 5/month | 50/month | 10,000/month | Unlimited |
| Product Catalog | 1 | 25 | 5,000 | Unlimited |
| Proforma Invoices | 20/month | 5,000/month | Unlimited | |
| Purchase Invoices | 5/month | 50/month | 10,000/month | Unlimited |
| Tax Features | ||||
| E-Invoicing | Included | Included | ||
| GST Filing | Basic | Advanced | Advanced | |
| Advanced Tools | ||||
| Reports | Basic | Advanced | Custom | |
| Users | 1 | 5 | 25 | Unlimited |
| API Access | Included | Included | ||
| Support | Email | Email | Priority | Dedicated |
Frequently asked questions
Is INVOX only an invoice generator?
No. GST invoicing remains a core capability, but INVOX also connects lead management, customers, purchases, expenses, banking, compliance, governance and professional collaboration.
Can INVOX capture leads from Meta and WhatsApp?
INVOX includes tenant-controlled Meta asset discovery for Facebook and Instagram lead workflows plus guided WhatsApp onboarding, alongside manual and CSV lead workflows.
Are INVOX invoices GST-ready?
Yes. Invoice workflows support GSTIN, HSN/SAC and CGST/SGST/IGST breakdowns for Indian business use cases.
Can CA and CS firms work with business clients?
Yes. INVOX includes professional workspaces and controlled client relationships so CA and CS users can work within authorized business contexts.
Does INVOX work on phones and tablets?
Yes. INVOX has a responsive application shell and PWA support designed for desktop, tablet and mobile workflows.
Is there a free plan?
Yes. INVOX offers a free plan and a trial path. Usage limits and paid-plan details are shown in the pricing section below.
Connect the work that runs your business.
Start with GST billing and customer operations, then use the same INVOX workspace as your team expands across growth, finance, compliance and professional collaboration.