๐ Getting Started Guide
Everything you need to know to get up and running
Learn how to create your account, understand user roles, and choose the right plan for your business.
1
Go to the registration page
Click Get started free in the top navigation, or visit the Register page directly.
2
Enter your details
Fill in your full name, work email address, and a secure password (minimum 8 characters). Click Create Account.
3
Verify your email
A 6-digit OTP (one-time code) is sent to your email. Enter it on the verification screen. The code is valid for 10 minutes โ check your Spam folder if you don't see it within 2 minutes.
4
Create your workspace
After verification you'll be asked to name your workspace โ this is your organisation in LuxeFlow. Enter your business name and you're in.
5
You're ready
Your 5-day free trial starts immediately. You are the Owner of the workspace. Invite your team from Settings โ Team whenever you're ready.
Free trial includes: 5 contacts, 2 leads, 3 invoices, 1 user โ enough to explore all core features before committing to a plan.
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Owner
The person who created the workspace. Full control over everything including billing and team management.
1 per workspace
Manage billing & subscription
Invite & remove team members
Access all settings
Full access to all modules
Enforce 2FA for all users
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Admin
Senior team members who need full operational access but don't manage billing.
Multiple allowed
Full access to all modules
Manage contacts, leads & invoices
Access organisation settings
Manage team members
Cannot manage billing
๐ค
Staff
Frontline team members who work with clients and leads but don't need access to settings or billing.
Multiple allowed
View & create contacts
View & update leads
Create tasks & reminders
Cannot access settings
Cannot delete contacts
Tip: Assign Admin to your managers and Staff to your sales or support team. You can change a member's role at any time from Settings โ Team.
| Feature |
Starter |
Growth |
Business |
| Capacity |
| Contacts |
Up to 50 |
Up to 200 |
Unlimited |
| Leads |
Up to 50 |
Up to 200 |
Unlimited |
| Invoices |
Up to 50 |
Up to 200 |
Unlimited |
| Team Members |
Up to 3 |
Up to 8 |
Unlimited |
| CRM |
| Contacts & Lead Management |
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| Tags, Filters & Saved Views |
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| Activity Timeline |
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| Lead Pipeline with Stages |
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| CSV Bulk Import |
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| Invoicing |
| Create & Manage Invoices |
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| PDF Invoice Download |
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| Classic Invoice Template |
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| Modern & Executive Templates |
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| Email Invoice to Client |
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| Payment Date & Note Tracking |
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| GST Report |
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| Productivity |
| Tasks & Reminders |
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| Product Catalog |
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| Service / Contract Tracking |
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| Branding & Admin |
| WhatsApp Greeting Customisation |
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| Two-Factor Authentication (2FA) |
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| Custom App Logo (White-label) |
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| Dedicated Account Manager |
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Annual plans save up to 2 months. All prices include 18% GST. Visit our
pricing page after signing up to see full pricing details and upgrade.
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Dashboard
Real-time overview of your business โ revenue trends, open leads, overdue tasks, and recent activity in one place.
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Contacts
Manage all your clients. Track activities, linked invoices and leads, notes, and GST details. Searchable and filterable.
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Leads
Visual sales pipeline from Prospect to Won. Track deal value, priority, expected close dates, and assigned team members.
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Invoices
Create professional GST-compliant invoices, apply tax rates, download PDFs, email to clients, and track payment status.
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Tasks
Assign and track work items across your team. Set priorities, due dates, and link tasks to contacts or leads.
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Reminders
Time-based alerts so you never miss a follow-up, call-back, or client deadline. Link reminders to any contact or lead.
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Products
Save your standard services and products for quick reuse in invoices. Keeps pricing consistent across your team.
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Services
Track AMC contracts and recurring services with expiry dates. Get alerts 7 days before a service lapses.
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GST Report
Month and quarter-wise GST summaries for your CA or tax filing. Growth and Business plans only.