Veox Media CRM

🌐 Veox Media Website Open Site ↗

🌐 Home ⚡ Services 📋 Free Audit 👤 About 💬 WhatsApp 📸 Instagram ▶️ YouTube

Active Services

Recent Invoices

Services Manager

Invoice Details

Client Info

Client / Company Name

Client Email

Client Phone

Client Address

Client GSTIN (optional)

Invoice Info

Invoice Date

Due Date

GST % (0/5/12/18/28)

GST Type

Discount ₹

Project / Notes

Line Items

Quick Add from Services

💡 Email + PDF downloads the PDF first, then opens your mail client with a pre-filled message. Attach the PDF manually before sending.

Live Preview

Invoice History

Invoice #	Client	GSTIN	Amount	GST	Date	Status	Actions

📋 Proposal Details

Client Info

Client / Company Name

Client Email

Client Phone

Client GSTIN

City / State

Full Address

Project / Campaign Title

Services to Include

Quick Add from Services

Pricing

Discount ₹ (optional)

GST %

Message to Client

Personalised Note

💡 Download PDF first, then share via Email or WhatsApp. No invoice is created — this is a proposal only.

Live Preview

📁 Proposal History

Proposal #	Client	Project	Amount	Date	Status	Actions

👥 Client Directory

Client Name	Company	GSTIN	Phone	Email	City	Assigned To	Actions

🔑 Team Users

💡 Create accounts for your sales team. Each user can log in and use the CRM. Admins have full access; Sales users can create clients, proposals and invoices.

Name	Username	Role	Status	Actions

📦 Combo Packages

Create bundled service packages at special prices. Combos appear as quick-add buttons in Invoice and Proposal generators.

📄 Proforma Invoice Not saved to history

Client Info

Client / Company Name

Client Email

Client Phone

Client Address

Client GSTIN (optional)

Proforma Details

Date

Valid Until

GST %

GST Type

Discount ₹ (optional)

Subject / Project

Notes

Line Items

Quick Add from Services

Live Preview

Business Profile

Business Name

Your Name

Email

Phone (for WhatsApp)

GSTIN

PAN Number

Full Business Address

State (for GST)

Invoice Footer Message

💳 UPI Payment QR Code

Your UPI QR code will appear on every invoice so clients can pay instantly. Upload your Google Pay / PhonePe QR image.

UPI ID

Account Name

Upload QR Code Image

JPG, PNG — your Google Pay / PhonePe QR screenshot

🏦 Bank Account Details

These bank details will appear on every invoice PDF for NEFT/RTGS payments.

Account Holder Name

Bank Name

Account Number

IFSC Code

Branch

Account Type

🌐 Website & Social Links

🌐 Websiteveoxmedia.com ⚡ ServicesAll 13 Services 📋 Free AuditContact Page 👤 About & PortfolioPawan Prajapati 📸 Instagram@veoxmedia · 28K+ ▶️ YouTube@veoxmedia · 22K+ 💬 WhatsApp+91 99679 80700 💼 LinkedInVeox Media

📋 Proposal Template Settings

Customise the default text that appears on every proposal you send to clients.

Introduction / Opening Paragraph

Why Choose Us (one point per line, use ✅ to add checkmarks)

Terms & Conditions

Proposal Validity (days)

Closing Message

🏷️ Business Categories

Service Categories

These categories appear when adding or editing services.

📲 Install App (PWA)

V

Veox CRM — Mobile App

Android, iPhone, iPad, Desktop — kahi bhi install karo

📱 Android / Chrome / Edge

Browser mein "Install App" button press karo, ya neeche se banner aane pe Install dabaao

🍎 iPhone / iPad (Safari)

Safari mein kholo → Share ⎋ → Add to Home Screen → Add

🔗 Share CRM Link

Sales team ko CRM ka URL share karo — woh bhi install kar sakte hain

Security

Change Admin Password

Update your login password for this admin panel

Password Recovery Question

Set a security question to recover your password if forgotten

Data Management

Export All Data

Download all your invoices, services as JSON backup

Import Data

Restore from a previous JSON backup

⚠️ Danger Zone

Reset All Services

Permanently delete all services you've created

Clear Invoice History

Permanently delete all saved invoices

Factory Reset

Delete everything and reset to default state