Fiscal Ox CRM

Every deal.
One thread.

Fiscal Ox CRM runs your complete sales cycle, products, pricebooks, commissions, leads, opportunities, quotes and invoices, in one simple system your whole team will actually use.

  • Lead to invoice, no gaps
  • Quotes & invoices as branded PDFs
  • Automatic commission tracking
One deal, end to end LIVE
1Products / ServicesDone ✓
2PricebooksDone ✓
3CommissionsDone ✓
4Lead CaptureDone ✓
5Lead ManagementDone ✓
6OpportunitiesDone ✓
7QuoteDone ✓
8Proforma & InvoiceDone ✓

Lead to invoice, one thread

Every step of the deal, from the first website visit to the final payment, lives on one record. No spreadsheets, no lost context.

Documents on autopilot

Quotes, SOWs, proformas and invoices are generated from your master data and pricebooks, consistent, branded, and one click away.

A motivated sales team

Commission rules are transparent and calculated automatically on every opportunity, your reps always know where they stand.

The Story

Follow one deal from click to cash

From the first website visit to the final payment, watch how Fiscal Ox CRM keeps every step captured, connected, and moving.

1
Step 1 · Products / Services

Define once, reuse everywhere

Set up your products and services with all related details as master data, once. From then on, every quote, order and invoice across the application pulls from the same catalog.

  • One master catalog for products & services
  • Specs, units & tax details in one place
  • Reused across quotes, orders & invoices
MASTER DATA
2
Step 2 · Pricebooks

The right price, every time

Define and manage multiple pricebooks with different pricing strategies, standard, wholesale, regional, seasonal. The right prices auto-populate into quotes and every other document.

  • Multiple pricebooks & strategies
  • Auto-populated into quotes & documents
  • Customer & volume specific pricing
PRICEBOOKS ₹950 ₹899 ₹1,020 → Quote
3
Step 3 · Commissions

Commission clarity for your team

Set the rules once, by rep, product or deal size, and commissions are calculated automatically on every opportunity, with accruals tracked all the way to payout.

  • Rules per rep, product or deal
  • Auto-calculated on opportunities
  • Accruals tracked to payout
RULES % Deal won ₹ ₹4,500 ₹3,200 ₹2,750 ACCRUALS
4
Step 4 · Lead Capture

Every website visitor, captured

A prospect fills a form on your external website, and lands directly in Fiscal Ox CRM as a lead, with source details attached. No manual entry, no leads lost in inboxes.

  • Web-to-lead from any site
  • No manual entry, no lost leads
  • Source tracking built in
yourwebsite.com Submit FISCAL OX CRM +1
5
Step 5 · Lead Management

Qualify with full context

Qualify or disqualify leads in a click, and keep every interaction on the record, notes, tasks, calls and follow-ups, so the next person always has the full picture.

  • Qualify or disqualify in a click
  • Notes, tasks & calls on the lead
  • Complete activity timeline
QUALIFIED Note + Task ✓
6
Step 6 · Opportunities

Work the deal, all in one place

Qualified leads become opportunities. Manage every contact, task and activity here, add products from your catalog, create quotes, and attach supporting documents like SOWs.

  • Contacts, tasks & activities together
  • Add products from your catalog
  • Quotes, SOWs & supporting documents
REP CLIENT OPPORTUNITY ₹ 4,80,000 Contacts Products Tasks SOW
7
Step 7 · Quote

From draft to approved PDF

Send a branded quote with products and services to your prospect, as a PDF by email or printed. Define approval workflows and set reminders so nothing stalls in someone's inbox.

  • Branded PDF via email or print
  • Approval workflows built in
  • Reminders so nothing stalls
QUOTE TOTAL PDF APPROVED Reminder set
8
Step 8 · Proforma & Invoice

Bill it, track it, get paid

Generate a proforma for advance intimation or an invoice for completed work, and track every payment against it until the account is settled.

  • Proforma for advance intimation
  • Invoice for work already done
  • Payment tracking to the last rupee
INVOICE ₹20,000 received ₹15,000 received ₹5,000 received PAYMENT
Built-In Throughout

…and it all lands in one CRM

Every stage writes to the same customer record, supported by the essentials your team expects at every step.

Tasks & Reminders

Follow-ups that never slip

Approvals

Quotes & discounts, controlled

Pipeline Dashboards

Funnel, forecast & win rates

Email & PDF Sharing

Send documents without leaving CRM

Role-Based Access

Right data for the right people

Works on Any Device

PC, tablet or phone, in the field too

Pricing

Start free, scale as you grow

Begin with one module at no cost, and step up to the full sales engine when you're ready.

Free
₹0 / month

Try Fiscal Ox CRM at no cost

  • One module free, your choice
  • Email support
  • Upgrade anytime
Essential
₹499 / month

Core CRM for small sales teams

  • Products & services catalog
  • Leads & opportunities
  • Quotes, proforma & invoices
  • Commission tracking
  • Pricebooks
  • Lead Capture (web-to-lead)
  • Maya AI assistant
Most Popular
Professional
₹1,499 / month

The full sales engine

  • Everything in Essential
  • Pricebooks & pricing strategies
  • Lead Capture (web-to-lead)
  • Maya AI assistant
Enterprise
Custom

Everything, plus customizations

  • Everything in Professional
  • Custom modules & workflows
  • Integrations & API access
  • Dedicated success manager

All plans include hosting and updates. Prices exclude applicable taxes.

Put your pipeline on rails

See the same journey with your own products, pricebooks and sales team, in a live Fiscal Ox CRM demo.