Clientox CRM · End-to-end SMB CRM

A CRM that fits. One inbox. One pipeline. One founder.

End-to-end CRM management built for Indian small businesses, not Series-B sales teams. Lead capture from JustDial, IndiaMART, your website, and WhatsApp Business in one inbox. Pipeline view with custom stages. Rate-card email quotes from the canvas. GST invoice generation. Automated payment reminders on WhatsApp.

Live demo
Available
Pipeline
Kanban + stages
Inbox
WhatsApp + web
Contact
hello@clientox.com
Pipeline · May 2026
24OPEN LEADS
₹8.4LPIPELINE
New 8
Priya M.
JUSTDIAL
₹40kJ
Anil S.
WHATSAPP
₹1.2LW
Riya B.
WEBSITE
₹65kC
Qualified 6
Rohit K.
INDIAMART
₹85kI
Meera L.
REFERRAL
₹1.5LC
Quoted 5
Sandeep R.
WHATSAPP
₹2.4LW
Kavya N.
JUSTDIAL
₹95kJ
Won 5
Amit V.
PAID · UPI
₹1.1LW
Neha D.
GST INVOICED
₹78kC

Lead in. Quote out. Payment chased. Loop closed.

Most CRMs are built for software companies with named sales people and quarterly OKRs. This one is built for a founder who answers their own WhatsApp, runs their own invoicing, and chases their own payments.

01

Lead capture from everywhere

JustDial, IndiaMART, your website form, WhatsApp Business, missed calls. All in one inbox.

02

WhatsApp inbox

WhatsApp Business API integration. Reply to leads inside the CRM. Threads stay attached to the lead record.

03

Custom pipeline stages

Define your stages. Drag-and-drop cards. Funnel reports auto-generated.

04

Rate-card email quotes

Build a branded quote in two clicks. Email it from inside the CRM. Track open and reply.

05

GST invoice generation

One click after a lead converts. Auto-fills GSTIN, address, tax breakdown. Compliant with Indian invoicing rules.

06

Payment chase automation

Reminder 3 days before due date. Polite chase 1 day after. Firm reminder 5 days late. All over WhatsApp.

07

UPI + Razorpay integration

Customer pays via UPI link or Razorpay. Status updates in real time. No manual reconciliation.

08

Follow-up alerts

Lead goes silent for 5 days? Alert pops up. Forgot to send the quote? Alert. Birthday next week? Reminder.

09

Funnel + revenue reports

Conversion rate per source. Win-rate per stage. Revenue by month. CSV exports for your CA.

Service businesses doing ₹5L to ₹50L a year.

If you have 10 to 200 leads a month and are tracking them on a paper notebook, in WhatsApp screenshots, or in a half-broken Google Sheet, you are the customer.

01

Photography studios

Weddings, events, portraits. Track from inquiry to payment.

02

Interior designers

Per-room, per-project pipeline. Quote, contract, GST, payments.

03

Event planners

Wedding, corporate, birthday. Vendor coordination + customer pipeline.

04

Coaching + tutors

Lead from website, class enrolled, fees collected, batches.

05

Real estate agents

Buyer + seller leads, property matches, deal stages, commission tracking.

06

Digital agencies + freelancers

Lead, scope, proposal, retainer, invoice, payment.

See the product before you buy.

We walk founders through the real software on a short call. Commercials and rollout are discussed after you have seen pipelines, inbox, and quotes—not on a pre-payment form.

A

Live product tour

Google Meet walkthrough tailored to your lead sources and team size.

B

Full feature walkthrough

Pipeline, WhatsApp inbox, GST snippets, payment nudges—what is live and what is next.

C

Direct product feedback

Feature requests get a straight answer on the call or over email—no roadmap wallpaper.

D

Migration help

Coming from Zoho, HubSpot, or a Google Sheet? We help you migrate the first 200 leads when you are ready.

Common questions.

How is this different from Zoho or HubSpot?

Zoho is huge and needs an admin to set up. HubSpot is great if you have a sales team and a marketing budget. Clientox CRM is built for a founder who has neither. Compare on a demo against what you pay today.

Will this scale past 5 users?

It will run fine for a 5-to-15 person team. Past 20, you will probably outgrow it and move to Zoho. We will tell you honestly when that day comes.

When does this launch?

Public launch window is Q4 2026 (October to December). Beta opens once core build is done, likely Q3.

What about my existing data?

CSV import on day one. We help with the first migration and basic clean-up when you move from Sheets or another CRM.

Can I demo it?

Yes. Email hello@clientox.com with subject Demo · Clientox CRM. Short Google Meet walkthrough.

Is my customer data safe?

Hosted on Firebase. Encrypted at rest and in transit. India region storage. We never resell data. Period.

Book a CRM demo. We reply within 48 hours.

Walk through the pipeline, inbox, and quote flow on Google Meet. Tell us your business type and lead volume. Commercials are a conversation after you have seen the product, not on a pre-payment form.

  • Founder-led product tour
  • hello@clientox.com
  • Migration and rollout discussed on the call
  • No card required to book

Request a demo

Sent to hello@clientox.com. No payment to schedule.