Quote-to-cash, without the chaos.
Vooxy is the CRM & quotation OS built for teams with real approval hierarchy. Ship quotes faster, catch lost deals sooner, and give every stakeholder — from sales exec to President — exactly the view they need.
A CRM that understands how your business actually operates.
Not a generic pipeline tool. Vooxy ships every feature real B2B sales orgs demand — from GST-compliant quotes to lost-order forensics.
Strict RBAC & Regions
Role-based access from Executive to President, region-scoped visibility, tenant-isolated data. Zero cross-contamination.
Multi-level Approvals
Quotations, discounts, GST exemptions, bank accounts — each with its own escalation ladder that routes to the right approver automatically.
PDF Quote Generation
Branded quotes, WCC, CSC, memos, proforma invoices — with product images, GST breakup, T&Cs. Ready to email to the buyer.
LORD (Lost Order Review)
Structured post-mortems on every lost deal. Capture competitor, reason, buyer feedback. Turn lost pipeline into product insight.
Accountability Memos
On-the-record notes tied to leads, quotes and reps. Reviewable, exportable, and impossible to lose in a Slack thread.
True Multi-tenancy
Every workspace lives on its own subdomain. Data, users, and branding fully isolated at the database layer — not just the UI.
COGS & Gross Margin
Real profitability analytics per SKU, per quote, per region. Managers see margins alongside revenue instead of after the fact.
Bulk Imports & Exports
CSV/Excel bulk-load for leads, products and customers with de-dup, GST validation, and per-row error reports. Ship data from Zoho in an afternoon.
Audit Log Every Action
Full immutable trail of who did what, when, from where. Filter by actor, action, or target. Compliance-ready out of the box.
White-labeled per Workspace
Company logo, name, tagline, colors, browser tab, favicon — every tenant looks like their own product. Sell it to your own customers.
Team & Goal Tracking
Hierarchical team view, per-rep goals, achievement dashboards. Managers see their sub-tree; execs see themselves. No spreadsheet gymnastics.
GST-compliant Quoting
IGST/CGST/SGST auto-split by region, GSTIN validation, and a proper exemption approval workflow. Built for Indian tax reality.
Built for the way your org already approves deals.
Most CRMs assume a flat sales team. Real B2B looks like: Sales Exec → RSM → NSM → VP → President. Vooxy models that reality — every quote, discount, and exemption routes through the right level automatically.
- 5-level approval chainSales Exec, Regional Manager, National Manager, VP, President — each with configurable thresholds.
- Region-aware visibilityManagers see their region; VPs see everything; execs see their own.
- Discount escalationLine-item discounts auto-route to the smallest authority that can approve them.
- LORD (Lost Order Review)Structured post-mortem on every lost deal — the intel your competitors never capture.
Stop losing deals to spreadsheet chaos.
Book a 30-minute walkthrough. We'll map your existing approval hierarchy to Vooxy and show you your first quote flow live.